THE@MICHAEL E AND JACQUELYN I HANSON FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE@MICHAEL E AND JACQUELYN I HANSON FAMILY FOUNDATION (EIN 35-6664423)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-30
- IRS object ID
- 202621209349102222
- Schema version
- 2025v4.1
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-30T15:20:12+00:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 835 N COLLEGE AVENUE | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356664423 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael E and Jacquelyn Hanson Family Fdn | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 3174138479 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9344 SWEETGRASS WAY | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 341083328 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael E Hanson | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 3174138479 | PhoneNum |
| Signature | 2026-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jennifer D Rhoderick | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3176817000 | PhoneNum |
| Preparation | 2026-04-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,349,446 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $132 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $132 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $48,988 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,988 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $83,518 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $295,061 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $83,518 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $136,138 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $132,638 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,358 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,358 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,712 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,712 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,155 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $805 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,225 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,517 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,358 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $177,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $177,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $196,075 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,517 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $185,208 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$59,937 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $122,121 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,604 | CashBOYAmt |
| Cash EOY | $21,826 | CashEOYAmt |
| Cash EOYFMV | $21,826 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $38,190 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $80,051 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $80,051 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,172,922 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,171,423 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,247,569 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,233,716 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,273,300 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,349,446 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,233,719 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,273,300 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,233,719 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,273,300 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,233,719 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,273,300 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,233,719 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$59,937 | ExcessRevenueOverExpensesAmt |
| Other Increases | $99,518 | OtherIncreasesAmt |
| Subtotal | $1,273,300 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,273,300 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $295,061 | GrossSalesPriceAmt |
| Cost Or Other Basis | $211,543 | CostOrOtherBasisAmt |
| Gain Or Loss | $83,518 | GainOrLossAmt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $83,518 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $83,518 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,697 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,697 | SubtotalAmt |
| Tax Based On Investment Income | $1,697 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $739 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $739 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $958 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | None | WebsiteAddressTxt |
| Individual With Books | MICHAEL E HANSON | IndividualWithBooksNm |
| Phone | 3174138479 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3470 LIMELIGHT LANE | AddressLine1Txt |
| City | WHITESTOWN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MATTHEW E HANSON | ||||||||
| 3470 LIMELIGHT LANE | WHITESTOWN | IN | 46075 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MICHAEL E HANSON | ||||||||
| 9344 SWEETGRASS WAY | NAPLES | FL | 341083328 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MICHELLE F HANSON | ||||||||
| 9344 SWEETGRASS WAY | NAPLES | FL | 341083328 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEVEN M HANSON | ||||||||
| 500 Valley Drive | Martinsville | IN | 46151 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,658,217 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $77,197 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,735,414 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,735,414 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,031 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,679,383 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $183,969 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $183,969 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,697 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,697 | TotalTaxAmt |
| Distributable Before Adj | $182,272 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $182,272 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $182,272 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $185,208 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $185,208 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $182,272 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $135,875 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $185,208 | QualifyingDistributionsAmt |
| Applied To Year1 | $135,875 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $49,333 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $132,939 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL E HANSON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE HANSON FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3470 LIMELIGHT LANE | AddressLine1Txt |
| City | WHITESTOWN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3174138479 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE A 501 (C)(3) ORGANIZATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Alzheimers Association | |||||||
| 225 N Michigan Ave Fl 17 | Chicago | IL | 60601 | None | PC | General Support | $10,000 |
| American Indian College Fund | |||||||
| 8333 Greenwood Blvd 120 | Denver | CO | 80221 | None | PC | General Support | $1,000 |
| Artis-Naples | |||||||
| 5833 Pelican Bay Blvd | Naples | FL | 34108 | None | PC | General Support | $2,500 |
| Autism Speaks | |||||||
| 1060 State Road 2nd Floor | Princeton | NJ | 08540 | None | PC | General Support | $2,500 |
| Capuchin Soup Kitchen | |||||||
| 1820 Mt Elliott Street | Detroit | MI | 48207 | None | PC | General Support | $2,000 |
| Catholic Faith Appeal | |||||||
| PO Box 3000 | Indianapolis | IN | 46206 | None | PC | General Support | $5,000 |
| Children's Museum of Indianapolis | |||||||
| 600 North Ford Road | Zionsville | IN | 46077 | None | PC | General Support | $2,500 |
| College Mentors for Kids | |||||||
| 212 W 10th Street | Indianapolis | IN | 46202 | None | PC | General Support | $1,000 |
| Collier County Foundation | |||||||
| 1250 Creekside Parkway | Naples | FL | 34008 | None | PC | General Support | $2,000 |
| Emmanuel Lutheran Church | |||||||
| 777 Moorings Line Drive | Naples | FL | 34102 | None | PC | General Support | $10,000 |
| Emmanuel Lutheran Church | |||||||
| 777 Moorings Line Drive | Naples | FL | 34102 | None | PC | General Support | $50,471 |
| Feeding America | |||||||
| 161 N Clark Street Suite 700 | Chicago | IL | 60601 | None | PC | General Support | $1,000 |
| Foundation of LCFS | |||||||
| 1525 N RITTER AVE | Indianapolis | IN | 46219 | None | PC | General Support | $2,000 |
| Fun Time Early Childhood Academy | |||||||
| 102 12th St N | Naples | FL | 34102 | None | PC | General Support | $1,000 |
| Guadalupe Center | |||||||
| 2640 Golden State Parkway Suite 205 | Naples | FL | 34105 | None | PC | General Support | $1,000 |
| Gulfshore Playhouse | |||||||
| 100 N Goodlette Frank Rd | Naples | FL | 34102 | None | PC | General Support | $500 |
| Habitat for Humanity Boone | |||||||
| 10650 Andrade Drive | Zionsville | IN | 46077 | None | PC | General Support | $50,806 |
| Habitat for Humanity Collier County | |||||||
| 11145 Tamiami Trail E | Naples | FL | 34113 | None | PC | General Support | $1,000 |
| Harry Chapin Food Bank of Southwest Florida | |||||||
| 3940 Prospect Ave St LOL | Naples | FL | 34104 | None | PC | General Support | $2,073 |
| Lustgarten Pancreatic California | |||||||
| 504 RXR Plaza | Uniondale | NY | 11556 | None | PC | General Support | $500 |
| Make a Wish Foundation | |||||||
| 1702 E HIGHLAND AVENUE 400 | PHOENIX | AZ | 85016 | None | PC | General Support | $1,000 |
| MD Anderson Cancer Center | |||||||
| PO Box 301439 | Houston | TX | 77230 | None | PC | General Support | $1,000 |
| Naples Botanical Gardens | |||||||
| 4820 Bayshore Dr | Naples | FL | 34112 | None | PC | General Support | $2,000 |
| Naples Zoo Inc | |||||||
| 1590 Goodlette Rd | Naples | FL | 34102 | None | PC | General Support | $1,500 |
| Neighborhood Health Clinic | |||||||
| 88 12th Street Noth Suite 100 | Naples | FL | 34102 | None | PC | General Support | $1,000 |
| Ovarian Cancer Research Alliance | |||||||
| 14 Pennsylvania Plaza | New York | NY | 10122 | None | PC | General Support | $2,000 |
| Pelican Marsh Charities | |||||||
| 1810 Persimmon Dr | Naples | FL | 34109 | None | PC | General Support | $3,500 |
| St Judes Children's Research Hospital | |||||||
| 501 St Jude Place | Memphis | TN | 38105 | None | PC | General Support | $2,000 |
| St Matthew's House | |||||||
| 2601 Airport Rd S | Naples | FL | 34112 | None | PC | General Support | $2,000 |
| Susan G Komen Foundation | |||||||
| 13770 Noel Road Suite 801889 | Dallas | TX | 75380 | None | PC | General Support | $1,000 |
| TechnoServe | |||||||
| 1777 NORTH KENT STREET 1100 | ARLINGTON | VA | 22209 | None | PC | General Support | $500 |
| Tunnel to Towers Foundation | |||||||
| 2361 Hylan Blvd | Staten Island | NY | 10306 | None | PC | General Support | $500 |
| Warrior Homes of Collier County | |||||||
| 3200 Bailey Ln 199 | Naples | FL | 34105 | None | PC | General Support | $5,000 |
| Warrior Homes of Collier County | |||||||
| 3200 Bailey Ln 199 | Naples | FL | 34105 | None | PC | General Support | $5,000 |
| Youth Haven | |||||||
| 5867 WHITAKER RD | Naples | FL | 34112 | None | PC | General Support | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $177,850 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $132 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,988 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $83,518 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $132,638 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $132,638 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $7,358 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,358 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FMV GRANTS PAID | IdentifierTxt |
| Form And Line Reference | Form 990-PF, Part XIV, Line 3a | FormAndLineReferenceDesc |
| Medium Explanation | The Foundation distributed securities to Emmanuel Lutheran Church and to Habitat for Humanity of Boone County on 10/03/2025. These securities had a book value of $1,759 and a FMV of $101,276. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AQR DIVERSIFYING STRATEGIES FUND CL 1 | $46,300 | $45,777 |
| AQR EQUITY MARKET NEUTRAL FD CL I | $0 | $0 |
| AVANTIS US SMALL CAP VALUE ETF | $34,300 | $43,545 |
| CAUSEWAY INTERNATIONAL ADV | $39,238 | $66,422 |
| DFA US LARGE CAP VALUE PRTF IN | $53,134 | $76,654 |
| DODGE & COX INCOME | $166,941 | $157,476 |
| EFFICIENT ENHANCED MULTI ASSET FD I | $48,655 | $49,138 |
| ELI LILLY | $55,258 | $2,814,587 |
| ETF SER SOLUTIONS DISTILLATE US | $37,671 | $48,357 |
| GMO ALTERNATWE ALLOCATION FD | $49,096 | $48,377 |
| GMO MULTI ASSET CREDIT FUND CLASS I | $18,800 | $18,657 |
| GMO OPPORTUNISTIC INCOME FD | $0 | $0 |
| GMO RESOURCES SERIES FUND CL | $35,495 | $36,769 |
| GOLDMAN SACHS GQG PARTNERS INT | $53,429 | $62,117 |
| JOHN HANCOCK INTL DYNAMIC GROWTH I | $58,800 | $56,262 |
| JPMORGAN CORE BOND CLASS I | $14,200 | $14,478 |
| JPMORGAN INFLATION MANAGED BON | $19,545 | $19,758 |
| KOPERNIK GLOBAL ALL CAP FUND | $45,685 | $50,564 |
| LAZARD GLOBAL LISTED INFSTR. | $31,411 | $35,129 |
| LISTED FD TR HORIZON KINETICS | $31,949 | $36,724 |
| POLAR EMERGING MARKET STARS | $32,231 | $44,101 |
| POLAR INTL SMALL COMPANY | $22,775 | $23,109 |
| PZENA EMERGING MRKTS FOCUSED | $28,445 | $39,255 |
| PZENA INTERNATIONAL SMALL CAP VALUE FD I | $22,659 | $27,123 |
| VANGUARD TOTAL STOCK MARKET | $225,406 | $433,190 |
| WILLIAM BLAIR INT'L GROWTH | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV ADJUSTMENT FOR DISTRIBUTED STOCK | Desc |
| Amt | $99,518 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $9,712 | Amt |
| Net Investment Income | $9,712 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAX PAYMENTS | $350 | $0 | $0 | $0 |
| FOREIGN TAX PAYMENTS | $805 | $805 | $0 | $0 |