THE@JEANNE AND HERBERT HANSELL FUND: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE@JEANNE AND HERBERT HANSELL FUND (EIN 52-2225428)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-11
- IRS object ID
- 201343169349100349
- Schema version
- 2012v2.1
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-11T15:50:04-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522248361 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDRIA CAPITAL LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522225428 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JEANNE AND HERBERT HANSELL FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JEAN | NameControl |
| Phone | 2022345910 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HERBERT J HANSELL | Name |
| Title | TRUSTEE | Title |
| Phone | 2022345910 | Phone |
| Date Signed | 2013-11-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | INGRID P JOHN | Name |
| PTIN | P01388702 | PTIN |
| Phone | 2023910170 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1360695 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 36347 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 36347 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 9711 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 114728 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 9711 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 46058 | TotalRevenueAndExpenses |
| Total Net Investment Income | 46058 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2434 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1100 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3534 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 124044 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 124044 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 127578 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 124044 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -81520 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 46058 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 52724 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 136533 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 136533 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Bonds BOY | 886193 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 253363 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 253363 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 453257 | InvestmentsOtherBOY |
| Investments Other EOY | 920758 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 970799 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1392174 | TotalAssetsBOY |
| Total Assets EOY | 1310654 | TotalAssetsEOY |
| Total Assets EOYFMV | 1360695 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1392174 | RetainedEarningsBOY |
| Retained Earnings EOY | 1310654 | RetainedEarningsEOY |
| Total Net Assets BOY | 1392174 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1310654 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1392174 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1310654 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1392174 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -81520 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1310654 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1310654 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 4033 SHS METROPOLITAN WEST | P | 2010-05-24 | 2012-06-19 | 42976 | 41642 | 1334 | 1334 |
| 299 SHS VANGUARD SPEC PORTFOLIO | P | 2011-11-10 | 2012-07-27 | 17309 | 15844 | 1465 | 1465 |
| 897 SHS VANGUARD SPEC PORTFOLIO | P | 2011-11-10 | 2012-07-30 | 52089 | 47531 | 4558 | 4558 |
| Capital Gains Dividends | P | 2354 | 2354 | 2354 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 9711 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 77095 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1424343 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.054127 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 63260 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1442122 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.043866 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 78905 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1457492 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.054138 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 81702 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1498607 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.054519 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 50332 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 603306 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.083427 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.290077 | TotalDistributionRatio |
| Average Distribution Ratio | 0.058015 | AverageDistributionRatio |
| Net Noncharitable Assets | 1390710 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 80682 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 461 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 81143 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 124044 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 461 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 461 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 461 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 923 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 923 | TotalCreditsAndPayments |
| Overpayment | 462 | Overpayment |
| Amount Credited To Next Year | 462 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | HERBERT HANSELL | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2022345910 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1336788 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 75100 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1411888 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1411888 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 21178 | CashDeemedCharitable |
| Net Noncharitable Assets | 1390710 | NetNoncharitableAssets |
| Minimum Investment Return | 69536 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 69536 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 461 | TaxBasedOnInvestmentIncome |
| Total Tax | 461 | TotalTax |
| Distributable Amount Before Adj | 69075 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 69075 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 69075 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 124044 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 124044 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 461 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 123583 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 69075 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 20685 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 7343 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 7055 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 6795 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 41878 | TotalExcessDistriCarryover |
| Qualifying Distributions | 124044 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 69075 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 54969 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 96847 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 20685 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 76162 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 7343 | ExcessFromYear4 |
| Excess From Year3 | 7055 | ExcessFromYear3 |
| Excess From Year1 | 6795 | ExcessFromYear1 |
| Excess From Current Year | 54969 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HERBERT J HANSELL | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (79 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| Alliance for Justice | ||||||||
| 11 Dupont Circle NW | Washington | DC | 20038 | General Support | None | public charity | $750 | |
| All Souls Church | ||||||||
| 1500 Harvard St NW | Washington | DC | 20009 | Capital Campaign | None | public charity | $16,800 | |
| American Constitution Society for Law & Policy | ||||||||
| 50 F Street NW Ste 5200 | Washington | DC | 20001 | General Support | None | public charity | $300 | |
| American Jewish Committee | ||||||||
| 1156 15th Street NW Suite 12001 | Washington | DC | 20005 | General Support | None | public charity | $100 | |
| American Law Institute | ||||||||
| 4025 Chestnut St | Philadelphia | PA | 19104 | General Support | None | public charity | $250 | |
| American Society of International Law | ||||||||
| 2223 Massachusetts Ave NW | Washington | DC | 20008 | General Support | None | public charity | $125 | |
| Americans United | ||||||||
| 1301 K Street NW 850 East | Washington | DC | 20005 | General Support | None | public charity | $100 | |
| Anti-Defamation League ( ADL) | ||||||||
| 1100 Connecticut Ave NW 1020 | Washington | DC | 20036 | General Support | None | public charity | $100 | |
| Appleseed | ||||||||
| 727 15th Street NW 11th Floor | Washington | DC | 20005 | General Support | None | public charity | $100 | |
| Association for Dipl Studies & Training | ||||||||
| 4000 Arlington Blvd | Arlington | VA | 22204 | General Support | None | public charity | $905 | |
| Bazelon Center for Mental Health Law | ||||||||
| 1101 15th Street NW 1212 | Washington | DC | 20005 | General Support | None | public charity | $100 | |
| Brady Center to Prevent Gun Violence | ||||||||
| 1225 I Street NW 1100 | Washington | DC | 20005 | General Support | None | public charity | $500 | |
| Bread for the City | ||||||||
| 1640 Good Hope Rd SE | Washington | DC | 20020 | General Support | None | public charity | $100 | |
| Capital Area Food Bank | ||||||||
| 645 Taylor Street NE | Washington | DC | 20017 | General Support | None | public charity | $100 | |
| Center on Budget Policy & Priorities | ||||||||
| 820 First Street NE 510 | Washington | DC | 20002 | General Support | None | public charity | $100 | |
| Chesapeake Bay Foundation | ||||||||
| 162 Prince George Street | Annapolis | MD | 21401 | General Support | None | public charity | $200 | |
| Clinton Foundation | ||||||||
| PO Box 3587 | Little Rock | AR | 722039466 | General Support | None | public charity | $50 | |
| Community Council for Homelessness at Friendship Place | ||||||||
| 3655 Calvert St NW | Washington | DC | 20007 | General Support | None | public charity | $100 | |
| Compassion and Choices | ||||||||
| PO Box 101810 | Denver | CO | 802501810 | General Support | None | public charity | $100 | |
| Cosmos Club Historic Preservation Foundation | ||||||||
| 2121 Massachusetts Avenue NW | Washington | DC | 20008 | General Support | None | public charity | $100 | |
| Crossway Community | ||||||||
| 3015 Upton Drive | Kensington | MD | 20895 | General Support | None | public charity | $1,000 | |
| Council on Foreign Relations | ||||||||
| 58 E 68th Street | New York | NY | 10021 | General Support | None | public charity | $300 | |
| Doctors Without Borders | ||||||||
| 333 Seventh Ave 2nd Floor | New York | NY | 10001 | General Support | None | public charity | $200 | |
| Earthjustice | ||||||||
| 426 17th St NW 6th Floor | Oakland | CA | 94612 | General Support | None | public charity | $250 | |
| Environmental Defense Fund | ||||||||
| 1875 Connecticut Ave NW Suite 600 | Washington | DC | 20008 | General Support | None | public charity | $100 | |
| Equal Justice Works | ||||||||
| 1730 M Street NW Suite 1010 | Washington | DC | 20036 | General Support | None | public charity | $500 | |
| Folger Shakespeare Library | ||||||||
| 201 East Capitol Street SE | Washington | DC | 20003 | General Support | None | public charity | $100 | |
| Foundation Fighting Blindness | ||||||||
| 7168 Columbia Gateway Drive Suite | Columbia | MD | 21046 | General Support | None | public charity | $200 | 100 |
| GWU Professional Psychology Center Clinic | ||||||||
| 1922 F street NW Suite 103 | Washington | DC | 20052 | General Support | None | public charity | $20,000 | |
| Hope and Home | ||||||||
| 4945 N 30th Street | Colorado Springs | CO | 80919 | General Support | None | public charity | $100 | |
| US Holocaust Museum | ||||||||
| PO Box 90988 | Washington | DC | 20090 | General Support | None | public charity | $100 | |
| Randy Hostetler Living Room Music Fund | ||||||||
| PO Box 71098 | Chevy Chase | MD | 208131098 | General Support | None | public charity | $100 | |
| International Senior Lawyers Project | ||||||||
| 31 W 52nd Street | New York | NY | 10019 | General Support | None | public charity | $3,000 | |
| Jewish Association for Aging | ||||||||
| 200 JHF Drive | Pittsburgh | PA | 15217 | General Support | None | public charity | $25 | |
| Jewish Federation of Greater Washington (UJA) | ||||||||
| 6101 Montrose Road | Rockville | MD | 20852 | General Support | None | public charity | $1,000 | |
| Lawyers Committee for Civil Rights Under Law | ||||||||
| 1401 New York Ave 400 | Washington | DC | 20005 | General Support | None | public charity | $3,000 | |
| Legal Aid Society of DC | ||||||||
| 1331 H St NW 350 | Washington | DC | 200054748 | General Support | None | public charity | $100 | |
| Levine School of Music | ||||||||
| 2801 Upton Street NW | Washington | DC | 20008 | General Support | None | public charity | $600 | |
| Milestones Autism Organization | ||||||||
| 23880 Commerce Park Suite 2 | Beechwood | OH | 44122 | General Support | None | public charity | $1,000 | |
| MIT Alumni Fund | ||||||||
| 600 Memorial Drive 3rd Floor | Cambridge | MA | 021394819 | General Support | None | public charity | $100 | |
| Memorial Sloan-Kettering | ||||||||
| 1275 York Avenue | New York | NY | 10065 | General Support | None | public charity | $100 | |
| MEMRI (Middle East Media Research Institute | ||||||||
| PO Box 27837 | Washington | DC | 200387837 | General Support | None | public charity | $100 | |
| NAACP | ||||||||
| 4805 Mt Hope Drive | Baltimore | MD | 21215 | General Support | None | public charity | $100 | |
| The Morgan Library and Museum | ||||||||
| 225 Madison Avenue | New York | NY | 100163405 | General Support | None | public charity | $100 | |
| National Audubon Society | ||||||||
| 225 Varick Street | New York | NY | 10014 | General Support | None | public charity | $200 | |
| Natl Comm on US-China Relations | ||||||||
| 71 West 23rd Street 19th Floor | New York | NY | 10010 | General Support | None | public charity | $3,100 | |
| National Trust for Historic Preservation | ||||||||
| 1785 Massachusetts Ave NW | Washington | DC | 20036 | General Support | None | public charity | $100 | |
| National Urban League | ||||||||
| 120 Wall Street 8th Floor | New York | NY | 10005 | General Support | None | public charity | $100 | |
| Natural Resources Defense Council | ||||||||
| 40 West 20th Street | New York | NY | 10011 | General Support | None | public charity | $225 | |
| Nature Conservancy | ||||||||
| 4245 North Fairfax Drive Suite 100 | Arlington | VA | 222031606 | General Support | None | public charity | $100 | |
| New Israel Fund | ||||||||
| 1101 14th Street NW 6th Floor | Washington | DC | 20005 | General Support | None | public charity | $100 | |
| North East Community Center | ||||||||
| PO Box 35 51 South Center Street | Millerton | NY | 12546 | General Support | None | public charity | $100 | |
| OXFAM | ||||||||
| 226 Causeway Street 5th Floor | Boston | MA | 021142206 | General Support | None | public charity | $500 | |
| PFLAG | ||||||||
| 1828 LStreet NW Suite 660 | Washington | DC | 20036 | General Support | None | public charity | $100 | |
| Francis Parker School | ||||||||
| 330 West Webster Avenue | Chicago | IL | 60614 | Poetry Endowment | None | public charity | $50,000 | |
| Phillips Collection | ||||||||
| 1600 21st Street NW | Washington | DC | 20009 | General Support | None | public charity | $1,600 | |
| Planned Parenthood | ||||||||
| 1108 16th Street NW | Washington | DC | 20036 | General Support | None | public charity | $300 | |
| Salem Community Foundation | ||||||||
| PO Box 553 713 E Stae St | Salem | OH | 44460 | General Support | None | public charity | $100 | |
| Seed Foundation | ||||||||
| 1776 Massachusetts Av NW 600 | Washington | DC | 20036 | General Support | None | public charity | $1,500 | |
| Seeds of Peace | ||||||||
| 370 Lexington Avenue Suite 2103 | New York | NY | 10017 | General Support | None | public charity | $100 | |
| Shaker Schools Foundation | ||||||||
| 15600 Parkland Drive | Shaker Heights | OH | 44120 | General Support | None | public charity | $100 | |
| Sibley Memorial Hospital Foundation | ||||||||
| 5255 Loughboro Road NW | Washington | DC | 20016 | General Support | None | public charity | $100 | |
| J Kirby Simon Foreign Service Trust | ||||||||
| 93 Edgehill Road | New Haven | CT | 06511 | General Support | None | public charity | $2,000 | |
| Smithsonian Institution | ||||||||
| 1000 Jefferson SW 486 | Washington | DC | 20560 | General Support | None | public charity | $314 | |
| Smithsonian National Museum of American Indian | ||||||||
| PO Box 96836 | Washington | DC | 200096836 | General Support | None | public charity | $500 | |
| Society for the Prevention of Violence | ||||||||
| 3439 West Brainard Road 206 | Woodmere | OH | 44122 | General Support | None | public charity | $50 | |
| SOME (So Others Might Eat) | ||||||||
| 71 O Street NW | Washington | DC | 20001 | General Support | None | public charity | $100 | |
| Southern Poverty Law Center | ||||||||
| 400 Washington Ave | Montgomery | AL | 36104 | General Support | None | public charity | $100 | |
| United Way of Natl Capital Area | ||||||||
| 95 M Street NW | Washington | DC | 20024 | General Support | None | public charity | $1,000 | |
| Unitarian Universalist Church of Restoration | ||||||||
| 69000 Stenton Avenue | Philadelphia | PA | 19150 | General Support | None | public charity | $2,500 | |
| WAMU | ||||||||
| American Univ | Washington | DC | 20016 | General Support | None | public charity | $650 | |
| Washington Inst For NE Policy | ||||||||
| 1828 L Street NW 1050 | Washington | DC | 20036 | General Support | None | public charity | $500 | |
| Washington Lawyers Comm for CR&UA | ||||||||
| 11 Dupont Circle | Washington | DC | 20036 | General Support | None | public charity | $750 | |
| Wendt Center | ||||||||
| 4201 Connecticut Ave NW 300 | Washington | DC | 20008 | General Support | None | public charity | $200 | |
| WETA | ||||||||
| PO Box 2600 | Washington | DC | 20013 | General Support | None | public charity | $1,000 | |
| Whitman-Walker Clinic | ||||||||
| 1407 S Street NW | Washington | DC | 20009 | General Support | None | public charity | $100 | |
| Woodley House | ||||||||
| 1408 North Capitol Street NW | Washington | DC | 20002 | General Support | None | public charity | $100 | |
| World Monuments Fund | ||||||||
| 95 Madison Avenue | New York | NY | 10016 | General Support | None | public charity | $100 | |
| Yale Law School | ||||||||
| 127 Wall St | New Haven | CT | 06511 | General Support | None | public charity | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 124044 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $36,347 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $9,711 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $46,058 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 46058 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| CAPITAL MANAGEMENT GROUP, LLC | $2,434 | 0 | 0 |
| BOOKKEEPING FEES | $0 | 0 | 0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | BONDS - OTHER | NameOfBond |
| EOY Book Value | 253363 | EOYBookValue |
| EOYFMV | 253363 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MUTUAL FUNDS - GATEWAY TR | AT COST | 570351 | 589456 |
| EXCHANGE TRADED FUNDS | AT COST | 350407 | 381343 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | Category |
| Amount | $1,100 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |