Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
The Stanley E Hanson Foundation
 
% THE STANLEY E HANSON FD
Number and street (or P.O. box number if mail is not delivered to street address)Anonymous LLC 23091 Mill Creek Dr
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Laguna Hills, CA92653
A Employer identification number

27-1104044
B Telephone number (see instructions)

(800) 839-1754
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$41,721,960J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 593,924
2 Check bullet.............
3 Interest on savings and temporary cash investments 5,389 5,389  
4 Dividends and interest from securities... 692,930 692,825  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -72,583
b Gross sales price for all assets on line 6a 11,030,434
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 280,273 261,698  
12 Total. Add lines 1 through 11........ 1,499,933 959,912  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 252,000     252,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 11,215 575 0 10,640
b Accounting fees (attach schedule)....... Click to see attachment 12,726 0 0 12,726
c Other professional fees (attach schedule).... Click to see attachment 455,176 325,176   130,000
17 Interest............... 21,386 21,386    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 21,178 13,778    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 71,825 6,202   65,623
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 845,506 367,117 0 470,989
25 Contributions, gifts, grants paid....... 2,984,500 2,984,500
26 Total expenses and disbursements. Add lines 24 and 25 3,830,006 367,117 0 3,455,489
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,330,073
b Net investment income (if negative, enter -0-) 592,795
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 6,305,218 2,098,295 2,098,295
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   184,347    
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet752,392
Less: allowance for doubtful accounts bullet   752,392 752,392 752,392
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,058,652 Click to see attachment1,242,330 1,319,236
b Investments—corporate stock (attach schedule)....... 23,714,679 Click to see attachment23,471,045 29,573,367
c Investments—corporate bonds (attach schedule)....... 961,494 Click to see attachment965,652 1,010,048
11 Investments—land, buildings, and equipment: basis bullet332,081
Less: accumulated depreciation (attach schedule) bullet   332,081 Click to see attachment332,081 338,722
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,970,061 Click to see attachment5,064,496 6,290,161
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment495,704 Click to see attachment439,456 Click to see attachment339,739
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 36,774,628 34,365,747 41,721,960
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 36,774,628 34,365,747
29 Total net assets or fund balances (see instructions)..... 36,774,628 34,365,747
30 Total liabilities and net assets/fund balances (see instructions). 36,774,628 34,365,747
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
36,774,628
2
Enter amount from Part I, line 27a .....................
2
-2,330,073
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
34,444,555
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
78,808
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
34,365,747
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b Passthrough K1 Capital Gain/(Loss)      
c EQMC EUR DEV CAP FND P 2018-12-31 2020-03-31
d EQMC EUR DEV CAP FND P 2018-12-31 2020-06-30
e EQMC EUR DEV CAP FND P 2018-12-31 2020-09-30
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 10,715,491   10,759,883 -44,392
b       31,866
c 93,139   125,000 -31,861
d 106,354   125,000 -18,646
e 115,450   125,000 -9,550
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a        
b        
c        
d        
e        
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -72,583
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 8,240
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 8,240
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 8,240
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 59,616
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 59,616
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 51,376
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet8,500 RefundedBullet 11 42,876
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletTHE STANLEY E HANSON FD Telephone no.bullet (800) 839-1754

    Located atbullet1900 Avenue of the Stars Suite 250Los AngelesCA ZIP+4bullet90067
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Christopher Jones Dir
    1.0     		0 0 0
    Anonymous LLC 23091 Mill Creek Dr
    Laguna Hills,CA92653
    James M Kilkowski Dir, Pres
    10.0     		180,000 0 0
    Anonymous LLC 23091 Mill Creek Dr
    Laguna Hills,CA92653
    Larry Kirschenbaum Dir
    5.0     		72,000 0 0
    Anonymous LLC 23091 Mill Creek Dr
    Laguna Hills,CA92653
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    Glassman Walters & Associates Investment MGMT 142,399
    470 NORRISTOWN RD STE 101
    BLUE BELL,PA19422
    Anonymous Philanthropy LLC Philanthropic 120,000
    436 Main Street Suite 200
    Franklin,TN37064
    MGO Wealth Advisors LLC Investment Mgmt 100,433
    4675 MacArthur CT STE 600
    Newport Beach,CA926608838
    Foundation Source Administrative 53,500
    55 Walls Drive
    Fairfield,CT06824
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    28,293,057
    b
    Average of monthly cash balances.......................
    1b
    3,808,464
    c
    Fair market value of all other assets (see instructions)................
    1c
    6,877,611
    d
    Total (add lines 1a, b, and c).........................
    1d
    38,979,132
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    38,979,132
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    584,687
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    38,394,445
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,919,722
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,919,722
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    8,240
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,240
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,911,482
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,911,482
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,911,482
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    3,455,489
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    3,455,489
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,455,489
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,911,482
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 1,371,657
    b From 2016...... 1,036,271
    c From 2017...... 684,808
    d From 2018...... 1,228,415
    e From 2019...... 948,172
    fTotal of lines 3a through e........ 5,269,323
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 3,455,489
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 1,911,482
    e Remaining amount distributed out of corpus 1,544,007
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 6,813,330
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		1,371,657
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		5,441,673
    10 Analysis of line 9:
    a Excess from 2016.... 1,036,271
    b Excess from 2017.... 684,808
    c Excess from 2018.... 1,228,415
    d Excess from 2019.... 948,172
    e Excess from 2020.... 1,544,007
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ABILITYPATH
    350 TWIN DOLPHIN DR STE 123
    REDWOOD CITY,CA94065     		N/A PC AbilityPath 20,000
    ADOPT THE ARTS FOUNDATION
    349 N CROFT AVE
    LOS ANGELES,CA90048     		N/A PC General & Unrestricted 30,000
    BOYS & GIRLS CLUB OF WHITTIER INC
    7905 GREENLEAF AVE
    WHITTIER,CA90602     		N/A PC General & Unrestricted 20,000
    CHILDREN'S HOSPITAL OF LOS ANGELES Living Proof C
    4650 W SUNSET BLVD
    LOS ANGELES,CA90027     		N/A PC Support the Children's Fund ($150,000) and CHLA D&O Program ($50,000). 200,000
    CHILDRENS MUSEUM OF MINOT INC
    PO BOX 751
    MINOT,ND58702     		N/A PC Magic City Discovery Center: Community Room #1 25,000
    COMMUNITY PARTNERS
    PO BOX 741265
    LOS ANGELES,CA90074     		N/A PC Partners for Pediatric Vision for Child and Family Vision Education and Support Services 30,000
    COMMUNITY SENIORSERV INC
    1200 N KNOLLWOOD CIR
    ANAHEIM,CA92801     		N/A PC Meals on Wheels Orange County 2,500
    COVENANT HOUSE CALIFORNIA
    1325 N WESTERN AVE
    LOS ANGELES,CA90027     		N/A PC General & Unrestricted 10,000
    CREATURE CONSERVE INC
    19 MANN AVE APT 3
    NEWPORT,RI02840     		N/A PC Scholarship Program and Field Studies in Guyana 10,000
    CYSTIC FIBROSIS FOUNDATION
    1801 E EDINGER AVE STE 135
    SANTA ANA,CA92705     		N/A PC General & Unrestricted 10,000
    DREAMCATCHER WILD HORSE AND BURRO
    PO BOX 9
    RAVENDALE,CA96123     		N/A PC General & Unrestricted 12,000
    EARLY ALERT CANINES
    1641 CHALLENGE DR STE 300
    CONCORD,CA94520     		N/A PC General & Unrestricted 40,000
    EASTER SEALS SOUTHERN CALIFORNIA INC
    1063 MCGAW AVE STE 100
    IRVINE,CA92614     		N/A PC Innovating for Independence Orange County InitiatiVE 50,000
    EDWARD CHARLES FOUNDATION
    269 S BEVERLY DR STE 338
    BEVERLY HILLS,CA90212     		N/A PC COVID-19 Response - Crisis Connect Kids 100,000
    EMERIL LAGASSE FOUNDATION
    829 ST CHARLES AVE
    NEW ORLEANS,LA70130     		N/A PC General & Unrestricted 100,000
    FAMILIES OF SMA
    925 BUSSE RD
    ELK GROVE VLG,IL60007     		N/A PC General & Unrestricted 5,000
    FAMILY SERVICES OF THE DESERT INC
    14080 PALM DR STE E
    DSRT HOT SPGS,CA92240     		N/A PC Food Now 5,000
    FESTIVAL OF CHILDREN FOUNDATION INC
    3315 FAIRVIEW RD
    COSTA MESA,CA92626     		N/A PC General & Unrestricted 50,000
    FOOD FINDERS INC
    10539 HUMBOLT ST
    LOS ALAMITOS,CA90720     		N/A PC The FarmLink Project 100,000
    FOODCORPS INC
    1140 SE 7TH AVE
    PORTLAND,OR97214     		N/A PC General & Unrestricted 5,000
    FOSTER & ADOPTIVE PARENT ADVOCACY CENTER
    6200 2ND ST NW
    WASHINGTON,DC20011     		N/A PC General & Unrestricted 5,000
    FOUNDATION FOR A COLLEGE EDUCATION
    2160 EUCLID AVE
    E PALO ALTO,CA94303     		N/A PC General & Unrestricted 20,000
    FRESH START SURGICAL GIFTS
    2011 PALOMAR AIRPORT RD STE 206
    CARLSBAD,CA92011     		N/A PC General & Unrestricted 50,000
    FULFILLMENT FUND
    6100 WILSHIRE BLVD STE 600
    LOS ANGELES,CA90048     		N/A PC General & Unrestricted 25,000
    GLOBAL GRINS INC
    508 EMERALD BAY
    LAGUNA BEACH,CA92651     		N/A PC General & Unrestricted 5,000
    GOOD CEMETERIAN HISTORICAL PRESERVATION PROJECT
    22811 RICHARDSON LN
    LAND O LAKES,FL34639     		N/A PC General & Unrestricted 20,000
    GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA
    342 N SAN FERNANDO RD
    LOS ANGELES,CA90031     		N/A PC to create and support "The Stanley E. Hanson Veterans Employment Center" in the existing Career Resource Center at Fletcher Square, focused on serving veterans with vocational disadvantages with the career supports they need to find employment. 100,000
    HOPE FOR PAWS
    8950 W OLYMPIC BLVD 525
    LOS ANGELES,CA90211     		N/A PC General & Unrestricted 5,000
    JESSIE REES FOUNDATION
    PO BOX 80667
    RANCHO SANTA MARGARITA,CA92688     		N/A PC General & Unrestricted 25,000
    MAULI OLA FOUNDATION BREATH OF LIFE
    1003 S COAST HWY
    LAGUNA BEACH,CA92651     		N/A PC General & Unrestricted 25,000
    NO BIRTHDAY LEFT BEHIND
    43575 MISSION BLVD STE 240
    FREMONT,CA94539     		N/A PC General & Unrestricted 5,000
    OCEC ORGANIZATION
    5405 ALTON PARK A250
    IRVINE,CA92604     		N/A PC General & Unrestricted 2,500
    OPERATION BBQ RELIEF
    22720 JOE HOLT PKWY
    PECULIAR,MO64078     		N/A PC General & Unrestricted 2,500
    OPERATION SAFE HOUSE INC
    9685 HAYES ST
    RIVERSIDE,CA92503     		N/A PC Safe House of the Desert Emergency Shelter 2,500
    ORANGEWOOD FOUNDATION
    1575 E 17TH ST
    SANTA ANA,CA92705     		N/A PC Youth Connected Residence, Student Innovation Center and 7th & 8th Grade Building at Samueli Academy 100,000
    ORANGEWOOD FOUNDATION
    1575 E 17TH ST
    SANTA ANA,CA92705     		N/A PC The grant supports Orangewood Foundation and Samueli Academy in accordance with the fully executed grant agreement dated August 14, 2017. 200,000
    PHILANTHROPIC IMPACT FUND
    269 S BEVERLY DR STE 338
    BEVERLY HILLS,CA90212     		N/A PC Adverse Childhood Experiences (ACEs) Initiative 100,000
    PRICELESS PUPPY RESCUE CORP
    15350 FAIRFIELD RANCH RD STE I
    CHINO HILLS,CA91709     		N/A PC The Orphanage in Costa Mesa 2,500
    PROJECT CUDDLE INC
    320 N HALSTEAD ST
    COSTA MESA,CA91107     		N/A PC General & Unrestricted 2,500
    PROJECT HEALING WATERS FLY FISHING INC
    PO BOX 695
    LA PLATA,MD20646     		N/A PC Freedom Ranch for Heroes 50,000
    SHARE OUR SELVES CORPORATION
    1550 SUPERIOR AVE
    COSTA MESA,CA92627     		N/A PC General & Unrestricted 5,000
    SHARE OUR STRENGTH
    1030 15TH ST NW STE 1100W
    WASHINGTON,DC20005     		N/A PC No Kid Hungry Campaign 50,000
    SHARE OUR STRENGTH
    1030 15TH ST NW STE 1100W
    WASHINGTON,DC20005     		N/A PC To support California students that have lost daily free meals due to school shutdowns. 250,000
    SOCIAL IMPACT FUND
    750 W 7TH ST PO BOX 811026
    LOS ANGELES,CA90081     		N/A PC Home(ful) 150,000
    SOCIAL IMPACT FUND
    750 W 7TH ST PO BOX 811026
    LOS ANGELES,CA90081     		N/A PC City of Kindness 45,000
    SOCIAL IMPACT FUND
    750 W 7TH ST PO BOX 811026
    LOS ANGELES,CA90081     		N/A PC Legacy of Music Fund 150,000
    SOROPTIMIST INTERNATIONAL OF THE AMERICAS INC
    PO BOX 13997
    PALM DESERT,CA92255     		N/A PC General & Unrestricted 2,500
    STARKEY HEARING FOUNDATION
    6700 WASHINGTON AVE SO
    EDEN PRAIRIE,MN55344     		N/A PC General & Unrestricted 200,000
    SURVIVOR MITZVAH PROJECT
    2658 GRIFFITH PARK BLVD 299
    LOS ANGELES,CA90039     		N/A PC General & Unrestricted 60,000
    THE JAMES BEARD FOUNDATION INC
    167 W 12TH ST
    NEW YORK,NY10011     		N/A PC This grant is to be used as a matching gift for Th 50,000
    THE MAPLE COUNSELING CENTER
    439 N CANON DR STE 209
    BEVERLY HILLS,CA90210     		N/A PC General & Unrestricted 25,000
    THE RAPE FOUNDATION
    1223 WILSHIRE BLVD NO 410
    SANTA MONICA,CA90403     		N/A PC Matching gift for The James Beard House relief kitchen to provide meals for restaurant industry workers who are out of work as a result of COVID-19. 75,000
    THE TREVOR PROJECT INC
    PO BOX 69232
    WEST HOLLYWOOD,CA90069     		N/A PC General & Unrestricted 5,000
    THORN
    1240 ROSECRANS AVE STE 120
    MANHATTAN BCH,CA90266     		N/A PC General & Unrestricted 100,000
    TIAS ARMS
    3 WILD GOOSE CT
    NEWPORT BEACH,CA92663     		N/A PC General & Unrestricted 5,000
    TODD ANGLIN HOME FOR CHILDREN
    13641 GLENHAVEN DR
    GARDEN GROVE,CA92843     		N/A PC General & Unrestricted 25,000
    UNITED WAYS OF CALIFORNIA
    1107 FAIR OAKS AVE ROOM 12
    SOUTH PASADENA,CA91030     		N/A PC 211/Crisis Connect 150,000
    UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION
    100 THEORY STE 250
    IRVINE,CA92617     		N/A PC GHEI Eye Mobile for Children 5,000
    WATER BUFFALO CLUB INC
    2029 CENTURY PARK E STE 1500
    LOS ANGELES,CA90067     		N/A PC Water Buffalo Club Book Nook & Story Corner and school supplies for Labor of Love 17,500
    WATER BUFFALO CLUB INC
    2029 CENTURY PARK E STE 1500
    LOS ANGELES,CA90067     		N/A PC COVID-19 Hot Meals Project 10,000
    WESTCOAST SPORTS ASSOCIATES INC
    8939 S SEPULVEDA BLVD STE 110 716
    LOS ANGELES,CA90045     		N/A PC General & Unrestricted 25,000
    WORLD CENTRAL KITCHEN INCORPORATED
    655 NEW YORK AVE NW 6TH FL
    WASHINGTON,DC20001     		N/A PC General & Unrestricted 2,500
    YES WE CAN WORLD FOUNDATION
    911 E FAIRMOUNT RD
    BURBANK,CA91501     		N/A PC General & Unrestricted 5,000
    Total .................................bullet 3a 2,984,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 5,389  
    4 Dividends and interest from securities....     14 692,930  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -72,583  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 Inc/Loss     		    14 85,063  
    bCLASS ACTION LAWSUIT PROCEEDS     18 183  
    cINTEREST INCOME FROM NOTES     14 22,902  
    dINTEREST/DIVIDENDS FROM ALTERNATIVE INVESTMENTS     14 153,550  
    eNON-TAX PAYMENT TO RESOLVE LEGAL CLAIMS     01 18,575  
    12 Subtotal. Add columns (b), (d), and (e)..   906,009  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    906,009
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    The Stanley E Hanson Foundation
     
    Employer identification number

    27-1104044
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    The Stanley E Hanson Foundation
          		Employer identification number
    27-1104044
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    hanson family trust
    c/o Chris Jones 3351 Via Lido
     
    Newport Beach, CA92663

    		$ 593,924


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    The Stanley E Hanson Foundation
          		Employer identification number

    27-1104044
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    The Stanley E Hanson Foundation
          		Employer identification number

    27-1104044
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    The Stanley E Hanson Foundation
    EIN:
    27-1104044
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Audit Fees 5,925     5,925
    Tax Return Preparation/Review 6,801     6,801

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    The Stanley E Hanson Foundation
    EIN:
    27-1104044
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    PHELAN CO PROP #2   216,366   L       0  
    PHELAN CO PROP #1   115,715   L       0  

    TY 2020 GeneralExplanationAttachment
    Name:
    The Stanley E Hanson Foundation
    EIN:
    27-1104044
    Identifier Return Reference Explanation
    PART II, LINE 7 PART II, LINE 7 (990-PF) - OTHER NOTES AND LOANS RECEIVABLE BORROWER: EVE KORNYEI ORIGINAL AMOUNT: $800,000 BALANCE DUE: $752,392 INTEREST RATE: LONG-TERM IRS APPLICABLE FEDERAL RATE DATE OF NOTE: JULY 18, 2011 MATURITY DATE: EARLIEST OF (1) 120 DAYS FOLLOWING THE DEATH OF BORROWER; (2) THE CLOSING OF ANY SALE, EXCHANGE, OR OTHER TRANSFER OR DISPOSITION OF THE PROPERTY BY THE BORROWER; OR (3) BORROWER'S FAILURE TO TIMELY PAY WHEN DUE THE INSURANCE PREMIUMS PROVIDED FOR IN SETTLEMENT AGREEMENT. REPAYMENT TERMS: INTEREST PAID QUARTERLY, PRINCIPAL DUE AT MATURITY SECURITY PROVIDED: REAL PROPERTY PURPOSE OF LOAN: PURCHASE PROPERTY DESCRIPTION OF CONSIDERATION: $800,000 TOTAL BEGINNING OTHER NOTES AND LOANS RECEIVABLE: $752,392 TOTAL ENDING BOOK OTHER NOTES AND LOANS RECEIVABLE: $752,392 TOTAL ENDING FMV OTHER NOTES AND LOANS RECEIVABLE: $752,392
    FORMS 8865 FORMS 8865 The Foundation has prepared thESE formS to the best of its ability based on the limited information provided to it by the investmentS on which the Foundation is reporting. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    The Stanley E Hanson Foundation
    EIN:
    27-1104044
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CITIGROUP INC - 3.887% - 01/10 40,580 44,697
    COMCAST CORP NOTE - 4.150% - 1 39,114 44,539
    CVS CAREMARK CORP NOTE - 4.300 43,951 45,219
    ENTERPRISE PRODUCTS - 5.700% - 25,766 30,204
    GE CAP CORP NTS - 5.875% - 01/ 28,321 32,490
    GOLDMAN SACHS - 3.800% - 03/15 73,802 74,091
    GOLDMAN SACHS - 5.375% - 12/31 40,505 39,900
    JP MORGAN CHASE - 5.300% - 12/ 41,815 41,862
    JP MORGAN CHASE BANKNA NOTE - 53,183 61,005
    JPMORGAN CHASE - 7.900% - 12/3 88,920 87,820
    MICROSOFT CORP NOTE - 3.700% - 51,598 63,400
    MORGAN STANLEY DEP SHS - 5.550 30,588 29,663
    MORGAN STANLEY FXD FLTG - 5.45 253,318 248,124
    MORGAN STANLEY MTN CALL - 0.00 27,476 30,826
    ROYAL DUTCH SHELL CL A - 2.500 40,817 46,119
    VERIZON COMMUNICATIONS INC - 4 44,847 44,790
    WELLS FARGO &CO MTN - 3.584% - 41,051 45,299

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    The Stanley E Hanson Foundation
    EIN:
    27-1104044
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CO 24,318 27,966
    ABB ORD SHS 11,511 11,797
    ABBVIE INC 80,122 101,150
    AFFILIATED MANAGERS GROUP INC 9,159 9,651
    AFFILIATED MANAGERS GROUP INC 7,087 7,548
    AGILENT TECHNOLOGIES INC 3,944 4,029
    AIA GROUP 24,391 25,508
    AIR PRODS & CHEM INC 69,255 78,414
    AIRBUS GROUP SE 10,795 10,436
    AKAMAI TECH COM STK 13,988 23,413
    ALABAMA POWER CO PFD CL A - 5. 868 950
    ALBANY INTERNATIONAL CORP 14,526 22,026
    ALGONQUIN POWER & UTIL CORP - 4,178 4,540
    ALGONQUIN PWR &UTILITY PFD - 0 4,288 4,728
    ALIBABA GROUP HOLDING LTD 62,084 125,674
    ALLSTATE CORP DEP 1/1000 PFD G 16,895 18,809
    ALLSTATE CORP DP PFD I 4,544 5,047
    ALLSTATE CORP SUB DE FIXED TO 4,548 4,604
    ALLSTATE PFD SER H 14,171 15,177
    ALPHABET INC CL A 40,014 78,869
    ALPHABET INC CL C 39,228 78,835
    ALTRA HLDGS INC 23,591 34,921
    ALTRIA GROUP INC 80,515 58,999
    AMADEUS IT HLDS SA 21,243 24,571
    AMAZON COM 53,826 192,159
    AMCOR LTD ORD SHS 9,943 10,934
    AMERICA MOVIL SA 2,322 2,399
    AMERICAN ELECTRIC POWER INC 32,604 32,392
    AMERICAN FIN GRP 5.875 4,247 4,805
    AMERICAN INTL GROUP 5.85 SER A 8,858 9,525
    AMGEN INC 13,377 16,094
    ANHEUSER BUSCH INBEV SA NV SHS 8,956 8,788
    ANSELL LTD SP ADR 5,924 9,001
    ANSYS INC 24,624 64,393
    AON PLC CL A 11,095 15,845
    APPLE INC 39,983 121,942
    ARCH CAP GROUP LTD 5.25% SER E 15,218 16,485
    ARCH CAP GROUP LTD NON CUM DEP 10,388 10,918
    ARCH CAPITAL GROUP LTD 18,144 21,498
    ARCHROCK INC 24,330 25,079
    ASAHI KASEI CORP 7,928 7,762
    ASML HLDG NV ORD SHS 17,516 22,375
    ASSA ABLOY AB 3,287 3,329
    ASSOC BANC CORP WISC 5.625% PF 4,402 5,089
    ASSURANT INC 17,530 17,845
    ASTRAZENECA 11,308 13,997
    ASTRAZENECA PLC ORD 19,345 17,821
    AT & T INC 5.000% PFD SER A 17,632 18,754
    AT&T 5.625% 08/01/2067 4,266 4,756
    AT&T DEPO SHA REP 1000 PREFERR 18,235 19,428
    AT&T INC GLOBAL 66 5.35000% 11 13,174 14,418
    AT&T, INC 103,807 76,617
    AUTODESK, INC 59,393 186,868
    AUTOMATIC DATA PROCESSING INC 11,133 18,677
    B&M EUROPEAN VALUE RETAIL 3,635 3,895
    BAE SYSTEMS PLC 35,511 35,675
    BANCO BILBAO VIZCAYA 7,330 7,257
    BCE INC 71,240 65,998
    BEIGENE LTD 7,269 8,268
    BERKLEY W R CORP - 5.100% - 12 4,377 4,740
    BERKSHIRE HATHAWAY INC. CLASS 89,204 110,602
    BIO RAD LABS INC CL A 19,573 47,801
    BLACK KNIGHT, INC 19,963 37,284
    BLACKROCK INC 53,946 99,573
    BOEING CO 86,333 114,094
    BRIGHT HORIZONS FAMILY SOLUTIO 5,856 7,439
    BRISTOL-MYERS SQUIBB CO 56,796 57,874
    BRITISH AMERICAN TOBACCO 12,138 11,364
    BRITISH AMERICAN TOBACCO PLC 103,715 86,452
    BROADCOM INC 8,835 11,384
    BROOKFIELD ASSET MANAGEMENT CL 39,233 62,442
    BROOKFIELD INFRASTRUCTURE ORD 11,139 19,738
    BROOKFIELD PROPERTY REIT INC 3,686 2,764
    BROOKFIELD RENEWABLE CORP CL A 1,344 2,098
    BROWN & BROWN INC 9,953 19,960
    BROWN FORMAN CORP CL B 4,282 7,943
    BRYN MAWR BANK CORP 23,193 19,584
    CABOT CP 21,821 19,298
    CAN IMPERIAL BK OF COMMERCE 72,000 71,880
    CANADIAN NATL RAILWAY CO 5,068 5,053
    CANNAE HOLDINGS INC 2,568 3,232
    CAPITAL ONE FINCL CORP 5.000% 14,152 15,050
    CAPITAL ONE FINL DS REPRESENTI 4,987 5,200
    CARLSBERG A/S 17,991 18,595
    CARMAX INC 25,462 39,768
    CARRIER GLOBAL 9,745 22,293
    CBRE GROUP 16,730 28,663
    CERNER CORPORATION 32,802 42,929
    CHARLES SCHWAB CORP PFD STK SE 15,717 14,826
    CHARLES SCHWAB PFD STK SER D 5 2,795 2,656
    CHEVRON CORP 146,529 120,595
    CHUBB LIMITED 13,641 13,391
    CIE FINANCIERE RICH 5,486 5,882
    CINCINNATI FINANCIAL CORP 35,544 42,899
    CIRRUS LOGIC INC 12,529 18,742
    CISCO SYSTEMS INC 152,443 185,086
    CITIGROUP INC 10,819 8,386
    CITIGROUP INC PFD SER D - 6.87 30,582 30,576
    CITIGROUP INC PFD SER J - 7.12 17,775 17,604
    CITIZENS FINANCIAL GROUP INC P 13,829 14,702
    CITIZENS FINANCIAL GROUP, INC 20,616 23,673
    CMC MATERIALS INC 14,863 29,352
    CMS ENERGY CORP 5.875 NTS 79 5 4,164 4,605
    CMS ENERGY PFD STK - 5.625% 8,855 9,436
    COGNEX CORPORATION 1,613 2,810
    COHERENT INC CAL 24,223 17,702
    COLFAX CORPORATION 5,177 5,009
    COLGATE-PALMOLIVE COMPANY 32,797 39,848
    COMCAST CORP 95,686 103,438
    CONOCOPHILLIPS 8,522 6,358
    COPART INC 14,521 44,665
    CORNING INC 1,720 2,268
    COSTAR GROUP, INC 23,417 33,274
    CREDIT ACCEPTANCE CORPORATION 21,123 19,038
    CROWN CASTLE INTL 70,450 94,718
    DAIICHI SANKYO COMPANY, LIMITE 6,245 6,471
    DAIKIN INDUSTRIES FIRST SECTIO 5,969 5,994
    DARLING INGREDIENTS INC 17,958 59,930
    DBS GROUP HLDGS LTD. SPON ADR 5,368 5,286
    DBS GROUP HLDGS SPON ADR 11,928 16,427
    DEERE CO 44,719 101,163
    DEUTSCHE BOERSE AG 4,176 4,278
    DEUTSCHE POST AG 8,164 13,656
    DIAGEO PLC 6,765 9,088
    DIAGEO PLC ADS 71,974 90,998
    DIGITAL REALTY PFD SER L 4,421 4,723
    DIODES 20,983 33,135
    DNB ASA 6,615 8,359
    DOLLAR GENERAL CORP 3,354 7,150
    DOMINION ENERGY INC 96,183 95,504
    DOMINION RES SRS A 5.250% - 07 17,894 18,771
    DOMINOS PIZZA INC 11,969 17,639
    DOW INC 6,392 7,770
    DSV 8,318 8,551
    DTE ENERGY CO JR PFD SER F - 6 3,326 3,378
    DTE ENERGY COMPANY JUNIOR SUB 4,398 4,500
    DTE ENERGY PFD SHARES - 5.25% 4,333 4,733
    DUKE ENERGY CO 52,579 58,049
    DUKE ENERGY CORP NEWJR SB DB - 4,273 4,756
    DUKE ENERGY DRC 4,263 4,704
    EASTGROUP PROPERTIES INC 19,175 32,306
    EATON CORP PLC 28,338 36,162
    ELI LILLY & CO 3,431 5,403
    ENBRIDGE INC 47,289 39,860
    ENBRIDGE INC NOTES SER 2018-B 8,900 9,334
    ENEL-SOCIETA PER AZI 19,426 19,634
    ENERSYS 26,571 28,656
    ENGIE SA 3,369 3,385
    ENTEGRIS INC MINNESOTA 16,457 64,579
    ENTERGY ARK INC 1M BD PFD - 4. 8,685 9,558
    ENTERGY CORP NEW ORLEANS - 5.5 2,028 2,018
    ENTERGY LA LLC PFD - 4.875% - 6,937 7,636
    ENTERGY MISSISSIPPI INC PFD - 6,733 7,538
    EQUINIX, INC 10,233 14,998
    ESSILOR INTL 13,339 13,265
    EXPEDITORS INTL WASH INC 37,029 61,822
    EXXON MOBIL CORP 110,847 63,273
    FACEBOOK INC 81,117 151,057
    FACTSET RESH SYST INC 19,453 39,568
    FASTENAL COMPANY 46,616 80,032
    FB FINANCIAL CORPORATION 20,713 23,234
    FIDELITY NATIONAL FINANCIAL IN 16,020 19,701
    FIFTH THIRD BANCORP 1000 DS RE 8,525 9,647
    FIRST REP BK SAN FRAN NEW DS R 4,602 4,839
    FIRST REPUBLIC BANK 8,502 12,489
    FIRST REPUBLIC BANK - 5.125% S 4,390 4,748
    FIRST REPUBLIC BANK PFD SER I 4,237 4,678
    FIRST REPUBLIC BANK PFD SER J 4,459 4,689
    FIRSTCASH INC 21,568 28,086
    FITB - 6.625% - PFD SER 1 4,316 4,659
    FLUTTER ENTERTAINMENT ORD SHS 3,136 3,267
    FORMFACTOR INC. 9,380 30,157
    FRANKLIN ELECTRIC CO., INC 20,680 32,459
    FRANKLIN RES INC 34,790 26,589
    GALAPAGOS GENOMICS NV 6,510 5,416
    GARTNER INC 18,529 23,548
    GATX CORP PREFERRED - 5.625% - 7,372 7,585
    GEN DYNAMICS CP 8,233 7,292
    GENERAL MILLS INC 32,141 30,635
    GENMAB AS 14,130 14,575
    GENUINE PARTS COMPANY 20,132 21,793
    GEORGIA PWR CO 5.00% 10/1/2077 6,303 7,023
    GILEAD SCIENCES INC 64,743 57,969
    GIVAUDAN SA UNSP/ADR 12,467 12,984
    GLOBAL X MLP & ENERGY INFRASTR 48,164 71,525
    GOLDMAN SACHS GP PFD - 6.375% 18,402 18,993
    GOLDMAN SACHS GROUP PFD SER J 38,906 39,874
    GOLDMAN SACHS GROUP PFD SHS SE 7,628 7,532
    GRIFOLS SA 3,263 3,207
    GUIDEWIRE SOFTWARE INC 17,766 22,785
    HACKETT GROUP INC 16,998 15,973
    HARTFORD FINL SVCS GRP PFD - 7 12,084 11,182
    HASBRO INC 29,362 30,401
    HDFC BANK LTD ADR 3,490 5,564
    HEALTHPEAK PROPERTIES INC 9,110 7,678
    HEARTLAND FINANCIAL USA, INC. 18,515 17,682
    HEICO CP CL A 12,339 17,910
    HEINEKEN N V S ADR 8,016 9,660
    HERMES INTL S A 8,065 8,610
    HEXCEL CP DELAWARE 23,524 21,917
    HILTON WORLDWIDE HOLDINGS, INC 26,183 37,606
    HONG KONG EXCHANGES AND CLEARI 8,141 8,935
    HORACE MANN EDUCATOR 17,761 19,380
    HOWARD HUGHES CORPORATION 15,870 11,997
    HOYA CORP 8,453 9,260
    HUNTINGTON BANCSHARES INC 39,515 37,094
    HUTCHINSON CHINA MEDITECH LTD 3,982 4,419
    HYATT HOTELS CORP 9,807 10,172
    IBERDROLA SA 14,549 15,031
    IDEXX CORP 8,486 20,495
    IHS MARKIT LTD 10,188 20,481
    ILLUMINA INC COM 44,904 57,350
    INDITEX 7,783 7,456
    INTEGRYS ENERGY GROUP INC PFD 12,754 12,826
    INTEL CORP 59,059 74,830
    INTERNATIONAL BUSINESS MACHINE 29,917 30,211
    INTERNATIONAL PAPER CO 19,392 19,291
    INTUITIVE SURGICAL 21,602 34,360
    INVESCO DYNAMIC LEISURE & ENTE 97,200 103,438
    INVESCO QQQ TRUST 67,734 100,397
    INVESCO TAXABLE MUNICIPAL BOND 172,961 189,108
    ISHARES BARCLAYS TIPS BOND FUN 926,283 999,499
    ISHARES IBOXX $ INVESTMENT GRA 40 49
    ISHARES MSCI CANADA INDEX FD 207,904 252,271
    ISHARES MSCI-SOUTH KOREA 220,940 382,923
    ISHARES S&P U.S. PREFERRED STO 5 5
    ISHARES TRUST - ISHARES S&P GL 63,987 170,005
    JACK IN THE BOX INC 18,818 41,296
    JARDINE MATHSON HOLDINGS LTD 4,710 4,592
    JOHNSON & JOHNSON 106,256 123,071
    JOHNSON CONTROLS INTERNATIONAL 13,229 14,722
    JP MORGAN ALERIAN MLP INDEX ET 29,694 13,890
    JP MORGAN CHASE 33,702 40,408
    JP MORGAN CHASE PFD SER GG 4,418 4,932
    JPMORGAN CHASE & CO 6.00% PFD 6,940 7,519
    JPMORGAN CHASE AND CO SHS PFD 4,284 4,721
    KBW REGIONAL BANKING ETF 260,567 268,582
    KENNEDY WILSON HOLDINGS INC 7,788 7,281
    KERING 16,965 17,455
    KEYCORP 6.125% DEP PFD SERIES 19,089 19,699
    KEYCORP PFD SER G DRC 4,243 4,713
    KEYENCE CORPORATION,FIRST SECT 28,020 31,348
    KIMBERLY CLARK CORP 26,118 24,809
    KIMCO REALTY CORP PFD SER M - 4,177 4,737
    KKR & CO INC 27,918 41,624
    KONE OYJ 6,102 8,636
    KONINKLIJKE KPN NV 7,183 7,136
    KONINKLIJKE PHILIPS ELECTRONIC 12,303 16,630
    L'AIR LIQUIDE ORD EU 3,980 3,942
    L'OREAL CO ACT 14,727 15,188
    LEHMAN BROTHERS PREF 0% 119,330  
    LENNAR CORP 13,447 20,582
    LIBERTY BROADBAND CORPORATION 4,850 8,509
    LIBERTY BROADBAND CORPORATION 21,827 35,792
    LIBERTY MEDIA CORPORATION - SE 839 950
    LIBERTY MEDIA CORPORATION - SE 10,407 13,206
    LIBERTY SIRIUS XM CORP - SER C 8,379 9,833
    LIBERTY SIRIUS XM GROUP - SER 3,451 3,758
    LITTELFUSE, INC 19,532 31,323
    LIVE NATION INC COM 13,461 20,207
    LOCKHEED MARTIN CORP 31,632 30,173
    LONDON STOCK EXCH LTD 21,446 22,780
    LOWES COMPANIES INC 56,019 100,961
    LVMH-MOET HNSY L VUTN 7,344 7,490
    M&T BANK CORP 27,571 25,715
    MARKEL CORP 30,899 32,032
    MARTIN MARIETTA MATLS INC 12,872 19,026
    MEDICAL PROPERTIES TRUST, INC 9,335 11,614
    MEDTRONIC PLC 20,710 25,185
    MERCADOLIBRE, INC 12,754 13,402
    MERCK & CO INC 113,988 132,107
    MERITAGE CORPORATION 12,506 24,598
    METLIFE INC PFD SER F 17,747 19,203
    METTLER-TOLEDO INTL 13,241 23,933
    MICROCHIP TECHNOLOGY INC 14,499 26,241
    MICROSOFT CORP 102,852 246,441
    MONOLITHIC POWER SYSTEMS, INC 11,506 44,680
    MONSTER BEVERAGE CORP 47,403 95,439
    MOODYS CORP 5,710 13,932
    MOOG INC CL A 16,547 19,191
    MORGAN STANLEY 8,957 14,802
    MORGAN STANLEY - 6.375% PFD CL 7,052 7,376
    MORGAN STANLEY PFD K 18,148 19,762
    MORGAN STANLEY PFD SER A 6,604 7,435
    MORGAN STANLEY PFD SER E - 7.1 24,695 24,910
    MORGAN STANLEY PFD SER F - 6.8 12,882 12,768
    MORGAN STANLEY PREF SERIES L 4,420 4,714
    MOTOROLA SOLUTIONS INC 10,663 14,795
    MSCI INC 4,537 14,735
    MURATA MANUFACTURING 5,879 6,229
    MYRIAD GENETICS, INC 19,107 17,477
    NATIONAL GRID TRANSCO PLC 53,032 44,922
    NATIONAL RURAL UTIL - 5.50% - 4,247 4,890
    NESTLE S.A 60,959 81,046
    NESTLE SA CHAM ET VE OTC 17,278 17,928
    NEW YORK CMNTY BANCORP CUML SE 7,550 7,710
    NEXTERA ENERGY CAP HLDS 5.25% 8,037 8,337
    NEXTERA ENERGY PFD - 5.650% - 25,975 29,149
    NEXTERA ENERGY, INC 13,375 17,899
    NIDEC CORPORATION NPV 8,214 8,549
    NINTENDO CO LTD ADR UNSPON 61,439 70,052
    NIPPON TEL & TEL 9432 JPY 6,474 6,611
    NITORI HOLDINGS 5,122 5,235
    NORFOLK SOUTHERN CORP 43,913 88,391
    NORTHERN TRUST CORP NON-CUM SE 6,990 7,475
    NOVARTIS AG ADR 109,681 125,970
    NOVO NORDISK A S 21,888 38,278
    NOVO NORDISK A/S 21,148 21,180
    NUVEEN FLOATING RATE INCOME OP 1,212 1,074
    NVIDIA CORP 35,075 123,761
    O'REILLY AUTOMOTIVE INC 16,844 33,490
    ORACLE CORP 72,988 103,310
    ORASURE TECHNOLOGIES INC 22,058 26,051
    OTIS WORLDWIDE CORP 15,834 20,062
    PAYCHEX 68,028 98,212
    PEBBLEBROOK HOTEL TR COM 29,887 22,071
    PENN NATIONAL GAMING 16,111 59,941
    PEOPLES UNITED FINANCIAL INC 7,495 7,812
    PEPSICO INC 37,553 45,528
    PERNOD RICARD ORD 10,076 9,975
    PFIZER INC 132,948 139,105
    PHILIP MORRIS INTL 198,534 176,012
    PNC FINANCIAL GROUP INC 39,142 50,660
    PNC FINANCIAL SERVICES PFD SER 46,476 43,785
    PPL CORPORATION 34,190 27,495
    PRINCIPAL FUNDS INC-CAP SECS F 631,555 682,812
    PROCTER GAMBLE CO 15,281 21,428
    PROGRESSIVE CORP OHIO 21,206 28,082
    PROSUS NV ADR 4,170 4,034
    PRUDENTIAL FINANCIAL INC PFD - 4,283 4,820
    PRUDENTIAL FINL INC PFD DUE 09 4,603 4,793
    PS BUSINESS PARKS INC 9,038 9,377
    PS BUSINESS PARKS INC PFD SER 4,281 4,515
    PS BUSINESS PKS PFD SER Z 8,917 9,723
    PUBLIC STORAGE CL H 4,167 4,722
    PUBLIC STORAGE PFD 4.875% SER 8,741 9,629
    PUBLIC STORAGE PFD 5.15% SER F 4,413 4,728
    PUBLIC STORAGE PFD G 5.05% 12/ 4,322 4,650
    PUBLIC STORAGE PFD SER J 5,454 6,470
    PUBLIC STORAGE SER D CUM PFD S 10,130 11,045
    PUBLIC STORAGE SERIES K PRF SH 4,407 4,988
    PUBLIC SVC ENTERPRISE GROUP IN 15,375 17,956
    QUALCOMM INC 26,347 74,951
    RAYMOND JAMES FINANCIAL INC 23,732 29,849
    RAYTHEON TECHNOLOGIES CORP 24,340 24,957
    REALPAGE, INC 13,788 20,240
    RECKITT BENCKISER 11,867 11,983
    RECKITT BENCKISER GROUP 24,884 27,307
    RECRUIT HOLDING CO LTD JPY 4,113 4,227
    REGENERON PHARMACEUTICALS INC 49,930 68,119
    REGIONS FINANCIAL CORP 25,525 31,676
    REGIONS FINANCIAL CORP NEW MON 12,013 11,951
    REGIONS FINL DRC 4,222 4,781
    RELX PLC 11,650 13,427
    RELX PLC 26,117 30,011
    RESTAURANT BRANDS INTL 22,906 24,444
    RIO TINTO PLC 3,638 3,664
    ROCHE HOLDING LTD ADR 58,301 67,777
    ROPER INDUSTRIES 14,850 26,728
    ROSS STORES, INC 8,187 12,035
    ROYAL PHILLIPS NV SHS 7,094 7,232
    S&P GLOBAL INC COM 3,352 7,232
    SAFRAN S.A. ORD SHS 12,590 19,726
    SALESFORCE.COM 68,679 101,251
    SANMINA-SCI CORPORATION 33,073 27,744
    SANOFI-AVENTIS SPONSORED ADR 38,923 41,544
    SAP AG O.N 13,658 14,611
    SBA COMMUNICATIONS CORP 17,679 39,216
    SCHLUMBERGER LTD 66,987 29,732
    SCHNEIDER ELEC UNSP/ADR 6,293 9,525
    SEI INVESTMENTS 33,950 38,275
    SELECT SECTOR SPDR ENERGY FUND 3,205 4,548
    SHIN ETSU CHEMICAL 15,319 16,075
    SHIONOGI & CO., LTD 9,315 9,278
    SIEMENS AG 9,769 13,497
    SLACK TECHNOLOGIES CLASS A ORD 8,152 10,180
    SMC CORP 15,231 14,137
    SOFTBANK CORP ORD 11,043 10,927
    SONIC HEALTHCARE LTD SHS 5,964 8,252
    SOUTHERN CO 48,355 58,666
    SOUTHERN CO GAS CAPITAL PFD - 8,875 9,482
    SOUTHERN CO JR 2017 NY 77 5.25 6,323 6,746
    SPDR GOLD SHARES 217,560 232,760
    SPDR NUVEEN BARCLAYS ST MUNI B    
    SPDR S&P 500 ETF TRUST 1,845,653 3,174,364
    SPIRE INC - PFD CLASS A 4,360 4,522
    SQUARE INC 2,809 9,794
    ST MICROELEC SIC 5,662 5,854
    STARBUCKS CORP COM 42,639 69,537
    STATE AUTO FINANCIAL CORPORATI 15,421 7,912
    STATE STREET CORP NEW MONEY PF 11,072 11,304
    STEELECASE INC 26,259 20,962
    STIFEL FINL CORP PFD SER C 8,578 9,638
    STIFEL FINL CORP SER B 5.200% 4,332 4,568
    STRAUMANN HLDG AG WALDENBURG 10,466 10,502
    SUMMIT MATERIALS INC 5,652 6,004
    SUZUKI MOTOR CORP 4,744 4,307
    SVB FINL GROUP PFD SER A 7,259 7,553
    SYNOVUS FINANCIAL CORP PFD 5.8 9,255 9,709
    SYSCO CORP 16,821 18,268
    TAIWAN SEMICONDUCTOR MFG CO LT 25,023 56,592
    TARGET CORPORATION 32,408 89,677
    TC ENERGY CORPORATION 32,993 28,056
    TECHTARGET 14,724 51,012
    TELEDYNE TECH INC 13,929 39,982
    TELUS CORP 36,167 41,026
    TENCENT HOLDINGS LTD 16,378 15,714
    TERUMO CORPORATION,FIRST SECTI 7,979 8,395
    TEXAS INSTRUMENTS INC 96,906 145,419
    TFI INTERNATIONAL 6,233 6,035
    THE COCA-COLA CO 57,080 70,031
    TOKYO ELECTRON NPV 4,222 4,463
    TOTAL SA 6,236 5,788
    TRANSDIGM GRP INC 28,943 66,836
    TRANSUNION COM USD0.01 13,740 21,928
    TRAVELERS COMPANIES INC 7,559 7,440
    TRUIST FINANCIAL CORP PFD SER 8,552 9,542
    TRUIST FINANCIAL CORPORATION 13,092 12,318
    TRUIST FINANCIAL PFD SER G 5.2 4,641 4,648
    TRUIST FINANCIAL PFD SER H 5,251 5,276
    TRUSTMARK CORPORATION 15,427 12,344
    TTM TECHNOLOGIES INC 23,234 23,432
    TYLER TECHNOLOGIES, INC 10,742 13,532
    UNI CHARM CORP ORD F 12,958 13,172
    UNILEVER ORD 3 1/9P 2,548 2,882
    UNILEVER PLC AMER 82,495 89,816
    UNITED FIRE GROUP 12,684 7,128
    UNITED OVRSEAS BK LTD ADR 12,456 11,379
    UNITED PARCEL SERVICE 71,101 93,125
    UNITEDHEALTH GROUP INC 30,694 30,509
    US BANCORP DEL REPSTG 1 1000TH 9,098 9,141
    US BANCORP DEL SER K PFD - 5.5 4,270 4,758
    US BANCORP PFD SER B - FLOAT % 3,286 3,765
    US BANCORP PFD STK - 6.500% 45,332 42,389
    US GLOBAL JETS ETF 96,938 97,286
    VAIL RESORTS INC 22,343 25,664
    VANGUARD FTSE EMERGING MARKETS 1,140,046 1,440,912
    VANGUARD FTSE EUROPEAN ETF 1,325,047 1,587,263
    VANGUARD FTSE PACIFIC ETF 881,384 1,110,916
    VANGUARD INTERMEDIATE TERM COR 721,787 762,548
    VANGUARD MID-CAP ETF 470,871 708,186
    VANGUARD S&P 500 ETF 372,987 525,501
    VANGUARD SF REIT ETF 122,998 127,395
    VANGUARD SHORT TERM CORPORATE 730,041 758,888
    VANGUARD SM-CAP ETF 109,069 183,583
    VANGUARD TOTAL BOND MARKET ETF 1,340,662 1,403,190
    VERISIGN INC 12,377 27,266
    VERISK ANALYTICS, INC 8,613 21,382
    VERIZON COMMUNICATIONS 112,928 134,303
    VISA INC 97,927 190,514
    VODAFONE GROUP PLC 67,299 55,669
    VORNADO REALTY TR PFD M 8,913 9,490
    VORNADO RLTY TR 4,338 2,913
    VORNADO RLTY TRUST 5.250% PFD 9,346 9,990
    VOYA FINL INC SER B 5.35 4,264 4,786
    VULCAN MATERIALS CO 28,168 35,743
    WALGREENS BOOTS ALLIANCE 9,079 6,819
    WALT DISNEY HOLDINGS CO 66,588 96,931
    WEBSTER FINL CORP PFD STK SER 5,237 5,649
    WELBILT INC 27,808 27,034
    WELLS FARGO & CO 5.500% PFD 9,043 9,420
    WELLS FARGO PFD NON-CUM - 5.85 23,482 23,789
    WELLS FARGO PFD SER R - 6.625% 17,408 17,363
    WELLS FARGO PREF Y 13,524 14,306
    WELLTOWER INC. 13,674 9,822
    WESBANCO INC 20,427 17,407
    WESTERN ASSET SMASH SERIES C F 344,873 361,381
    WESTERN ASSET SMASH SERIES EC 669,072 710,201
    WESTERN ASSET SMASH SERIES M F 442,839 458,455
    WIX COM LTD 13,400 33,495
    WOLVERINE WORLDWIDE 28,885 30,375
    WORKDAY INC 21,362 38,098
    WR BERKLEY CORP PFD C 4,381 4,315
    WR BERKLEY CORP PFD D 11,668 11,820
    YUM BRANDS INC 20,795 34,196
    YUM CHINA HOLDINGS INC 14,776 24,092

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    The Stanley E Hanson Foundation
    EIN:
    27-1104044
    US Government Securities - End of Year Book Value:

    807,229
    US Government Securities - End of Year Fair Market Value:

    870,897
    State & Local Government Securities - End of Year Book Value:


    435,101
    State & Local Government Securities - End of Year Fair Market Value:


    448,339


    TY 2020 InvestmentsLandSchedule2
    Name:
    The Stanley E Hanson Foundation
    EIN:
    27-1104044
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    PHELAN CO PROP #2 216,366   216,366 216,366
    PHELAN CO PROP #1 115,715   115,715 115,715

    TY 2020 InvestmentsOtherSchedule2
    Name:
    The Stanley E Hanson Foundation
    EIN:
    27-1104044
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BLACKSTONE G S O SECURED LENDI   477,881 474,112
    BPCP II OFFSHORE, LTD CL A   999,999 1,059,508
    BREAKWATER CREDIT OPPORTUNITIE   774,716 1,438,929
    NEBARI CAYMAN SPC - NEBARI NAT   261,751 263,936
    SILVERPEAK CREDIT OPP OFF AIV   627,032 632,326
    SILVERPEAK CREDIT OPP FUND LP   99,093 99,930
    THEOREM MAIN FUND OFFSHORE LP   664,912 863,208
    US COMMODITY INDEX FUND   159,112 159,747
    VERITION INTL MULTI-STRATEGY F   1,000,000 1,298,465

    TY 2020 LegalFeesSchedule
    Name:
    The Stanley E Hanson Foundation
    EIN:
    27-1104044
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Document Review/Drafting 1,438     1,438
    General Consultations 9,777 575   9,202


    TY 2020 OtherAssetsSchedule
    Name:
    The Stanley E Hanson Foundation
    EIN:
    27-1104044
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ESTATE WHOLE LIFE - NW MUTUAL   439,456 339,739


    TY 2020 OtherDecreasesSchedule
    Name:
    The Stanley E Hanson Foundation
    EIN:
    27-1104044
    Description Amount
    PRIOR PERIOD ADJUSTMENT 78,808


    TY 2020 OtherExpensesSchedule
    Name:
    The Stanley E Hanson Foundation
    EIN:
    27-1104044
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 53,500     53,500
    Bank Charges 4,422 4,422    
    Indemnification Insurance 9,196     9,196
    K-1 Exp SILVERPEAK CREDIT OPPO 852 852    
    K-1 Exp US COMMODITY INDEX FUN 928 928    
    Postage/Delivery Service 317     317
    Registered Agent Fee 300     300
    State or Local Filing Fees 2,310     2,310


    TY 2020 OtherIncomeSchedule2
    Name:
    The Stanley E Hanson Foundation
    EIN:
    27-1104044
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss NEBARI CAYMAN SPC - NEBARI NATURAL RE 23,433 23,433  
    K-1 Inc/Loss SILVERPEAK CREDIT OPPORTUNITIES OFFSH 61,352 61,352  
    K-1 Inc/Loss US COMMODITY INDEX FUND 278 278  
    Class Action Lawsuit Proceeds 183 183  
    Interest Income from Notes 22,902 22,902  
    NON-TAX PAYMENT TO RESOLVE LEGAL CLAIMS 18,575    
    DIVIDENDS - BLACKSTONE GSO SECURED LEND 26,076 26,076  
    INTEREST - NEBARI CAYMAN SPC 10,542 10,542  
    DIVIDEND - THEOREM MAIN FUND OFFSHORE 116,932 116,932  


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    The Stanley E Hanson Foundation
    EIN:
    27-1104044
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administration of Foundation 10,000     10,000
    Investment Management Services 325,176 325,176    
    Philanthropic Consulting Srvcs 120,000     120,000


    TY 2020 SubstantialContributorsSch
    Name:
    The Stanley E Hanson Foundation
    EIN:
    27-1104044
    Name Address
    hanson family trust c/o Chris Jones 3351 Via Lido
    Newport Beach,CA92663


    TY 2020 TaxesSchedule
    Name:
    The Stanley E Hanson Foundation
    EIN:
    27-1104044
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2020 7,400      
    Foreign Tax Paid 7,309 7,309    
    Property Taxes 6,469 6,469