THE@JEANNE AND HERBERT HANSELL FUND: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE@JEANNE AND HERBERT HANSELL FUND (EIN 52-2225428)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-12
- IRS object ID
- 201433169349100933
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-12T14:40:43-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 522248361 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDRIA CAPITAL LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1030 15TH STREET NW SUITE 450W | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522225428 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JEANNE AND HERBERT HANSELL FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEAN | BusinessNameControlTxt |
| Phone | 2022345910 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 CONNECTICUT AVENUE NW No 22 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20008 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HERBERT J HANSELL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2022345910 | PhoneNum |
| Signature | 2014-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | INGRID P JOHN | PreparerPersonNm |
| PTIN | P01388702 | PTIN |
| Phone | 2023910170 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,261,123 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $24,550 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,550 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,355 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $234,970 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,355 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $47,905 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,905 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,504 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $20 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,524 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $162,975 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $162,975 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $165,499 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $162,975 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$117,594 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,905 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $136,533 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,536 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,536 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $253,363 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $151,253 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $151,253 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $920,758 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $980,271 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,048,334 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,310,654 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,193,060 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,261,123 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,310,654 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,193,060 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,310,654 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,193,060 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,310,654 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,193,060 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,310,654 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$117,594 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,193,060 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,193,060 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100000 SHS BMW BNK OF NA | P | 2010-06-01 | 2013-06-04 | $100,000 | $100,000 | $0 | $0 |
| 1948 SHS GATEWAY FUND | P | 2008-06-27 | 2013-10-02 | $55,000 | $52,267 | $2,733 | $2,733 |
| 868 SHS SPDR S&P DIV ETF | P | 2011-12-01 | 2013-10-02 | $59,960 | $46,272 | $13,688 | $13,688 |
| 216 SHS VANGUARD INFORMATION | P | 2011-11-22 | 2013-10-02 | $17,580 | $13,076 | $4,504 | $4,504 |
| Capital Gains Dividends | P | $2,430 | $2,430 | $2,430 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,355 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $123,583 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,390,710 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | .088863 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $77,095 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,424,343 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | .054127 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $63,260 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,442,122 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | .043866 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $78,905 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,457,492 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | .054138 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $81,702 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,498,607 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | .054519 | DistributionYr5Rt |
| Total Distribution | .295513 | TotalDistributionRt |
| Average Distribution | .059103 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,283,033 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $75,831 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $479 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $76,310 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $162,975 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $479 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $479 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $479 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $762 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $762 | TotalPaymentsAndCreditsAmt |
| Overpayment | $283 | OverpaymentAmt |
| Applied To ES Tax | $283 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HERBERT HANSELL | IndividualWithBooksNm |
| Phone | 2022345910 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 CONNECTICUT AVENUE NW 22 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20008 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID A HANSELL | ||||||||
| 395 BROADWAY APT 15E | NEW YORK | NY | 10013 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| HERBERT J HANSELL | ||||||||
| 2101 CONNECTICUT AVENUE NW 22 | WASHINGTON | DC | 20008 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LINDA J HANSELL | ||||||||
| 6907 HENLEY STREET | PHILADELPHIA | PA | 19119 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,203,799 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $98,773 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,302,572 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,302,572 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,539 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,283,033 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,152 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,152 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $479 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $479 | TotalTaxAmt |
| Distributable Before Adj | $63,673 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $63,673 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $63,673 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $162,975 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $162,975 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $479 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $162,496 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,673 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,343 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,055 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $6,795 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $54,969 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $76,162 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $162,975 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $63,673 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $99,302 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $175,464 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $7,343 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $168,121 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,055 | ExcessFromYear4Amt |
| Excess From Year2 | $6,795 | ExcessFromYear2Amt |
| Excess From Year1 | $54,969 | ExcessFromYear1Amt |
| Excess From Current Year | $99,302 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HERBERT J HANSELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (63 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Akaa Project | ||||||
| 136 Lincoln Road | Wayland | MA | 01778 | public charity | General Support | $500 |
| All Souls Church | ||||||
| 1500 Harvard St NW | Washington | DC | 20009 | public charity | Capital Campaign | $8,200 |
| Alliance for Justice | ||||||
| 11 Dupont Circle NW | Washington | DC | 20038 | public charity | General Support | $750 |
| American Constitution Society for Law & Policy | ||||||
| 50 F Street NW Ste 5200 | Washington | DC | 20001 | public charity | General Support | $300 |
| American Jewish Committee | ||||||
| 1156 15th Street NW Suite 12001 | Washington | DC | 20005 | public charity | General Support | $100 |
| American Law Institute | ||||||
| 4025 Chestnut St | Philadelphia | PA | 19104 | public charity | General Support | $250 |
| American Society of International Law | ||||||
| 2223 Massachusetts Ave NW | Washington | DC | 20008 | public charity | General Support | $250 |
| Americans United | ||||||
| 1301 K Street NW 850 East | Washington | DC | 20005 | public charity | General Support | $100 |
| Anti-Defamation League ( ADL) | ||||||
| 1100 Connecticut Ave NW 1020 | Washington | DC | 20036 | public charity | General Support | $100 |
| Appleseed | ||||||
| 727 15th Street NW 11th Floor | Washington | DC | 20005 | public charity | General Support | $100 |
| Association for Dipl Studies & Training | ||||||
| 4000 Arlington Blvd | Arlington | VA | 22204 | public charity | General Support | $1,000 |
| BFREE (US for BFREE) | ||||||
| 4320 W University Avenue | Gainesville | FL | 32607 | public charity | General Support | $300 |
| Boston University Medical Center Amyloidosis Research Ctr | ||||||
| 72 E Concord St | Boston | MA | 021182526 | public charity | General Support | $1,000 |
| Brady Center to Prevent Gun Violence | ||||||
| 1225 I Street NW 1100 | Washington | DC | 20005 | public charity | General Support | $500 |
| Bread for the City | ||||||
| 1640 Good Hope Rd SE | Washington | DC | 20020 | public charity | General Support | $100 |
| Capital Area Food Bank | ||||||
| 645 Taylor Street NE | Washington | DC | 20017 | public charity | General Support | $100 |
| Center on Budget Policy & Priorities | ||||||
| 820 First Street NE 510 | Washington | DC | 20002 | public charity | General Support | $100 |
| Chesapeake Bay Foundation | ||||||
| 162 Prince George Street | Annapolis | MD | 21401 | public charity | General Support | $200 |
| Children's Defense Fund | ||||||
| 25 E Street NW | Washington | DC | 20001 | public charity | General Support | $100 |
| Compassion and Choices | ||||||
| PO Box 101810 | Denver | CO | 802501810 | public charity | General Support | $100 |
| Cosmos Club Historic Preservation Foundation | ||||||
| 2121 Massachusetts Avenue NW | Washington | DC | 20008 | public charity | General Support | $100 |
| Council on Foreign Relations | ||||||
| 58 E 68th Street | New York | NY | 10021 | public charity | General Support | $300 |
| Crossway Community | ||||||
| 3015 Upton Drive | Kensington | MD | 20895 | public charity | General Support | $25,000 |
| Earthjustice | ||||||
| 426 17th St NW 6th Floor | Oakland | CA | 94612 | public charity | General Support | $250 |
| Environmental Defense Fund | ||||||
| 1875 Connecticut Ave NW Suite 600 | Washington | DC | 20008 | public charity | General Support | $100 |
| Equal Justice Works | ||||||
| 1730 M Street NW Suite 1010 | Washington | DC | 20036 | public charity | General Support | $250 |
| Foreign Affairs Museum Council | ||||||
| 2401 Calvert St NW Suite 902 | Washington | DC | 200082678 | public charity | General Support | $80,000 |
| GWU Professional Psychology Center Clinic | ||||||
| 1922 F street NW Suite 103 | Washington | DC | 20052 | public charity | General Support | $15,000 |
| International Senior Lawyers Project | ||||||
| 31 W 52nd Street | New York | NY | 10019 | public charity | General Support | $3,000 |
| J Kirby Simon Foreign Service Trust | ||||||
| 93 Edgehill Road | New Haven | CT | 06511 | public charity | General Support | $2,000 |
| Jewish Federation of Greater Washington (UJA) | ||||||
| 6101 Montrose Road | Rockville | MD | 20852 | public charity | General Support | $1,000 |
| Lawyers Committee for Civil Rights Under Law | ||||||
| 1401 New York Ave 400 | Washington | DC | 20005 | public charity | General Support | $6,000 |
| Levine School of Music | ||||||
| 2801 Upton Street NW | Washington | DC | 20008 | public charity | General Support | $1,000 |
| MEMRI (Middle East Media Research Institute) | ||||||
| PO Box 27837 | Washington | DC | 200387837 | public charity | General Support | $100 |
| Metropolitan ClubPreservation Foundation | ||||||
| 1700 H Street NW | Washington | DC | 20006 | public charity | General Support | $100 |
| Michigan Psychoanalytic Foundation | ||||||
| 32841 Middlebelt Road Suite 411 | Farmington Hills | MI | 48334 | public charity | General Support | $100 |
| MIT Alumni Fund | ||||||
| 600 Memorial Drive 3rd Floor | Cambridge | MA | 021394819 | public charity | General Support | $100 |
| NAACP | ||||||
| 4805 Mt Hope Drive | Baltimore | MD | 21215 | public charity | General Support | $100 |
| National Audubon Society | ||||||
| 225 Varick Street | New York | NY | 10014 | public charity | General Support | $200 |
| National Trust for Historic Preservation | ||||||
| 1785 Massachusetts Ave NW | Washington | DC | 20036 | public charity | General Support | $100 |
| Natl Comm on US-China Relations | ||||||
| 71 West 23rd Street 19th Floor | New York | NY | 10010 | public charity | General Support | $2,000 |
| Natural Resources Defense Council | ||||||
| 40 West 20th Street | New York | NY | 10011 | public charity | General Support | $225 |
| New Israel Fund | ||||||
| 1101 14th Street NW 6th Floor | Washington | DC | 20005 | public charity | General Support | $100 |
| North East Community Center | ||||||
| PO Box 35 51 South Center Street | Millerton | NY | 12546 | public charity | General Support | $100 |
| OXFAM | ||||||
| 226 Causeway Street 5th Floor | Boston | MA | 021142206 | public charity | General Support | $100 |
| PFLAG | ||||||
| 1828 LStreet NW Suite 660 | Washington | DC | 20036 | public charity | General Support | $100 |
| Planned Parenthood | ||||||
| 1108 16th Street NW | Washington | DC | 20036 | public charity | General Support | $300 |
| Randy Hostetler Living Room Music Fund | ||||||
| PO Box 71098 | Chevy Chase | MD | 208131098 | public charity | General Support | $100 |
| SOME (So Others Might Eat) | ||||||
| 71 O Street NW | Washington | DC | 20001 | public charity | General Support | $100 |
| Seed Foundation | ||||||
| 1776 Massachusetts Av NW 600 | Washington | DC | 20036 | public charity | General Support | $1,500 |
| Seeds of Peace | ||||||
| 370 Lexington Avenue Suite 2103 | New York | NY | 10017 | public charity | General Support | $150 |
| Shaker Schools Foundation | ||||||
| 15600 Parkland Drive | Shaker Heights | OH | 44120 | public charity | General Support | $100 |
| Sierra Club | ||||||
| 50 F St NW 8000 | Washington | DC | 20001 | public charity | General Support | $100 |
| Smithsonian Institution | ||||||
| 1000 Jefferson SW 486 | Washington | DC | 20560 | public charity | General Support | $350 |
| Smithsonian National Museum of American Indian | ||||||
| PO Box 96836 | Washington | DC | 200096836 | public charity | General Support | $500 |
| Southern Poverty Law Center | ||||||
| 400 Washington Ave | Montgomery | AL | 36104 | public charity | General Support | $150 |
| Temple Beth Emeth | ||||||
| 12523 Lawyers Rd | Herndon | VA | 20171 | public charity | General Support | $300 |
| Unitarian Universalist Church of Restoration | ||||||
| 6900 Stenton Avenue | Philadelphia | PA | 19150 | public charity | General Support | $4,000 |
| United Way of Natl Capital Area | ||||||
| 95 M Street NW | Washington | DC | 20024 | public charity | General Support | $1,000 |
| WAMU | ||||||
| American Univ | Washington | DC | 20016 | public charity | General Support | $750 |
| Washington Inst For NE Policy | ||||||
| 1828 L Street NW 1050 | Washington | DC | 20036 | public charity | General Support | $500 |
| Washington Lawyers Comm for CR&UA | ||||||
| 11 Dupont Circle | Washington | DC | 20036 | public charity | General Support | $750 |
| WETA | ||||||
| PO Box 2600 | Washington | DC | 20013 | public charity | General Support | $750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $162,975 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,550 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $23,355 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $47,905 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,905 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CAPITAL MANAGEMENT GROUP, LLC | $2,504 | $0 | $0 |
| $0 | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS - OTHER | BondNm |
| EOY Book Value | $151,253 | EOYBookValueAmt |
| EOYFMV | $151,253 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - GATEWAY TR | AT COST | $576,085 | $590,987 |
| EXCHANGE TRADED FUNDS | AT COST | $404,186 | $457,347 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES - CHECKS | Desc |
| Revenue And Expenses Per Books | $20 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |