Form990-PF
Click to see attachment
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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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
The Stanley E Hanson Foundation
 
% ANONYMOUS LLC
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$43,160,775
J 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) 11,047
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,449 1,449  
4 Dividends and interest from securities... 841,652 841,652  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,224,345
b Gross sales price for all assets on line 6a 9,303,137
7 Capital gain net income (from Part IV, line 2)... 2,224,345
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)....... 180,201 138,269  
12 Total. Add lines 1 through 11........ 3,258,694 3,205,715  
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).........        
b Accounting fees (attach schedule)....... 26,000 5,000 0 21,000
c Other professional fees (attach schedule).... 491,647 371,647   120,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 33,089 13,089    
19 Depreciation (attach schedule) and depletion...     0
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 66,261 1,677   64,560
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 868,997 391,413 0 457,560
25 Contributions, gifts, grants paid....... 2,657,500 2,657,500
26 Total expenses and disbursements. Add lines 24 and 25 3,526,497 391,413 0 3,115,060
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -267,803
b Net investment income (if negative, enter -0-) 2,814,302
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 2,098,295 2,361,408 2,361,408
3 Accounts receivable bullet15,750
Less: allowance for doubtful accounts bullet     15,750 15,750
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 Click to see attachment752,392 752,392
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,242,330 Click to see attachment1,323,416 1,346,144
b Investments—corporate stock (attach schedule)....... 23,471,045 Click to see attachment21,525,696 29,083,249
c Investments—corporate bonds (attach schedule)....... 965,652 Click to see attachment1,474,913 1,472,660
11 Investments—land, buildings, and equipment: basis bullet332,081
Less: accumulated depreciation (attach schedule) bullet   332,081 Click to see attachment332,081 342,231
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,064,496 Click to see attachment6,312,288 7,786,941
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) 439,456    
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 34,365,747 34,097,944 43,160,775
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 34,365,747 34,097,944
29 Total net assets or fund balances (see instructions)..... 34,365,747 34,097,944
30 Total liabilities and net assets/fund balances (see instructions). 34,365,747 34,097,944
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
34,365,747
2
Enter amount from Part I, line 27a .....................
2
-267,803
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
34,097,944
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
34,097,944
Form 990-PF (2021)
Form 990-PF (2021)
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 THRMMFOFFA2W - THEOREM MAIN FUND OFFSHORE LP CL A-2-W P 2018-12-31 2021-09-07
d
e
(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 8,933,005   7,006,474 1,926,531
b       19,261
c 370,132   91,579 278,553
d
e
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       1,926,531
b        
c       278,553
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 2,224,345
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 39,119
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 39,119
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 28,500
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,500
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 34,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 61
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 5,180
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 ofbulletANONYMOUS LLC Telephone no.bullet (800) 839-1754

    Located atbullet23091 MILL CREEK DRLaguna Hills CACA ZIP+4bullet92653
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 160,596
    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 126,382
    4675 MacArthur CT STE 600
    Newport Beach,CA926608838
    Foundation Source Administrative 55,000
    55 Walls Drive 3rd Fl
    Fairfield,CT06824
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    32,418,362
    b
    Average of monthly cash balances.......................
    1b
    3,132,629
    c
    Fair market value of all other assets (see instructions)................
    1c
    7,764,156
    d
    Total (add lines 1a, b, and c).........................
    1d
    43,315,147
    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
    43,315,147
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    649,727
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    42,665,420
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    2,133,271
    Part X
    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 IX, line 6..................
    1
    2,133,271
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    39,119
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    39,119
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,094,152
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    2,094,152
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    2,094,152
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 2,094,152
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:2019, 2018, 2017  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 1,036,271
    b From 2017...... 684,808
    c From 2018...... 1,228,415
    d From 2019...... 948,172
    e From 2020...... 1,544,007
    f Total of lines 3a through e ........ 5,441,673
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 3,115,060
    a Applied to 2020, 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 2021 distributable amount..... 2,094,152
    e Remaining amount distributed out of corpus 1,020,908
    5 Excess distributions carryover applied to 2021.    
    (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 6,462,581
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...
    1,036,271
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    5,426,310
    10 Analysis of line 9:
    a Excess from 2017.... 684,808
    b Excess from 2018.... 1,228,415
    c Excess from 2019.... 948,172
    d Excess from 2020.... 1,544,007
    e Excess from 2021.... 1,020,908
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    A PLACE CALLED HOME
    2830 S CENTRAL AVE
    LOS ANGELES,CA90011
    N/A PC General & Unrestricted 20,000
    ABILITYPATH
    350 TWIN DOLPHIN DR STE 123
    REDWOOD CITY,CA94065
    N/A PC AbilityPath 20,000
    BOYS & GIRLS CLUB OF WHITTIER INC
    7905 GREENLEAF AVE
    WHITTIER,CA90602
    N/A PC General & Unrestricted 20,000
    BRAVE TRAILS
    PO BOX 691300
    LOS ANGELES,CA90069
    N/A PC General & Unrestricted 5,000
    C5 YOUTH FOUNDATION OF SOUTHERN CALIFORNIA INC
    3100 N BROADWAY
    LOS ANGELES,CA90031
    N/A PC General & Unrestricted 35,000
    CANYON HILLS SOCCER ASSOCIATION
    6200 E CANYON RIM RD STE 205C
    ANAHEIM HILLS,CA92807
    N/A PC Player sponsorship for the SoCalSelect European soccer tour 6,000
    CHILDREN'S HOSPITAL OF LOS ANGELES
    4650 W SUNSET BLVD
    LOS ANGELES,CA90027
    N/A PC Children's Fund and CHLA D&O Program 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 40,000
    CREATURE CONSERVE INC
    12 ROSEDALE AVE
    BARRINGTON,RI02806
    N/A PC Scholarship Program and Field Studies in Guyana 10,000
    CURE DUCHENNE
    1400 QUAIL ST STE 110
    NEWPORT BEACH,CA92660
    N/A PC General & Unrestricted 50,000
    CYSTIC FIBROSIS FOUNDATION
    1801 E EDINGER AVE STE 135
    SANTA ANA,CA92705
    N/A PC General & Unrestricted 10,000
    DREAMCATCHER WILD HORSE AND BURRO
    528-125 MITCHELL RD
    TERMO,CA96132
    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
    IRVINE,CA92614
    N/A PC General & Unrestricted 25,000
    ECOCENTER INC
    32701 ALIPAZ ST
    SAN JUAN CAPISTRANO,CA92675
    N/A PC 2021 Grant Project 32,000
    EDWARD CHARLES FOUNDATION
    269 S BEVERLY DR STE 338
    BEVERLY HILLS,CA90212
    N/A PC To fund community music experiences in Catalina through a partnership with Nederlander 50,000
    ELLEVET PROJECT INC
    200 JOHN ROBERTS RD
    SOUTH PORTLAND,ME04106
    N/A PC General & Unrestricted 30,000
    EMERIL LAGASSE FOUNDATION
    829 ST CHARLES AVE
    NEW ORLEANS,LA70130
    N/A PC General & Unrestricted 150,000
    FAIRFIELD COUNTYS COMMUNITY FOUNDATION INC
    40 RICHARDS AVE
    NORWALK,CT06854
    N/A PC Lucky Dog Rescue 15,000
    FAMILIES OF SMA
    925 BUSSE RD
    ELK GROVE VLG,IL60007
    N/A PC General & Unrestricted 5,000
    FOODCORPS INC
    1140 SE 7TH AVE STE 110
    PORTLAND,OR97214
    N/A PC General & Unrestricted 25,000
    FOSTER & ADOPTIVE PARENT ADVOCACY CENTER
    6200 2ND ST NW
    WASHINGTON,DC20011
    N/A PC General & Unrestricted 25,000
    FOUNDATION FOR A COLLEGE EDUCATION
    1950 BAY RD
    E PALO ALTO,CA94303
    N/A PC General & Unrestricted 20,000
    FRIENDS OF LEAPS & BOUNDS PEDIATRIC THERAPY
    PO BOX 6604
    NORCO,CA92860
    N/A PC General & Unrestricted 2,500
    FRIENDS OF THE SEA LION-PACIFIC MARINE MAMMAL CTR
    20612 LAGUNA CANYON RD
    LAGUNA BEACH,CA92651
    N/A PC The Next Wave Capital Campaign 20,000
    FULFILLMENT FUND
    6100 WILSHIRE BLVD STE 600
    LOS ANGELES,CA90048
    N/A PC General & Unrestricted 25,000
    GIRL SCOUTS OF NORTHERN CALIFORNIA
    1650 HARBOR BAY PKWY STE 100
    ALAMEDA,CA94502
    N/A PC General & Unrestricted 5,000
    GIRLS INCORPORATED OF ORANGE COUNTY
    1801 E EDINGER AVE 225A
    SANTA ANA,CA92705
    N/A PC General & Unrestricted 15,000
    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
    HOPE FOR PAWS
    8950 W OLYMPIC BLVD 525
    LOS ANGELES,CA90211
    N/A PC General & Unrestricted 2,500
    LIVE EARTH FARM DISCOVERY PROGRAM
    172 LITCHFIELD LN
    SANTA CRUZ,CA95062
    N/A PC General & Unrestricted 5,000
    LUTHERAN IMMIGRATION AND REFUGEE SERVICE
    700 LIGHT ST
    BALTIMORE,MD21230
    N/A PC General & Unrestricted 5,000
    MARTY HENNESSY INSPIRING CHILDREN FOUNDATION
    1101 COLORADO ST 60953
    BOULDER CITY,NV89005
    N/A PC Jewel Never Broken Program 35,000
    MINNEAPOLIS FOUNDATION
    800 IDS CENTER 80 S 8TH ST
    MINNEAPOLIS,MN55402
    N/A PC The Starkey Hearing Foundation Designated Beneficiary Fund 25,000
    NEW DIRECTIONS FOR WOMEN INC
    2607 WILLO LN
    COSTA MESA,CA92627
    N/A PC Family and Children Services 20,000
    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
    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 Orangewood Foundation and Samueli Academy 200,000
    PHILANTHROPIC IMPACT FOUNDATION
    436 MAIN ST STE 200
    FRANKLIN,TN37064
    N/A PC Child Drowning Prevention Initiative 250,000
    PHILANTHROPIC IMPACT FOUNDATION
    436 MAIN ST STE 200
    FRANKLIN,TN37064
    N/A PC Adverse Childhood Experiences Initiative 75,000
    PHILANTHROPIC IMPACT FOUNDATION
    436 MAIN ST STE 200
    FRANKLIN,TN37064
    N/A PC Skilled Trades Initiative 40,000
    PHILANTHROPIC IMPACT FOUNDATION
    436 MAIN ST STE 200
    FRANKLIN,TN37064
    N/A PC Impact Philanthropy - Children's Hospital Event 35,000
    PIVOTAL CONNECTIONS
    75 E SANTA CLARA ST
    SAN JOSE,CA95113
    N/A PC General & Unrestricted 15,000
    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 5,000
    RIDING EMPHASIZING INDIVIDUAL NEEDS AND STRENGTHS
    PO BOX 1283
    BONSALL,CA92003
    N/A PC Therapeutic Horsemanship Program 2,500
    RUTHLESS KINDNESS
    10355 BURGANDY WAY
    SEBASTOPOL,CA95472
    N/A PC General & Unrestricted 15,000
    SVCS&ADVOCACY FOR GAY LESBIAN BISEXUAL & TRANS ELD
    305 7TH AVE 12TH FL
    NEW YORK,NY10001
    N/A PC SAGEVets Program 5,000
    SHARE OUR STRENGTH
    1030 15TH ST NW STE 1100W
    WASHINGTON,DC20005
    N/A PC No Kid Hungry 100,000
    SIMA ENVIRONMENTAL FUND
    27831 LA PAZ RD 570
    LAGUNA NIGUEL,CA92677
    N/A PC General & Unrestricted 100,000
    SOCIAL IMPACT FUND
    750 W 7TH ST PO BOX 811026
    LOS ANGELES,CA90081
    N/A PC Inherit the Music 100,000
    SOROPTIMIST INTERNATIONAL OF THE AMERICAS INC
    PO BOX 13997
    PALM DESERT,CA92255
    N/A PC Youth Programs 2,500
    STOMP OUT BULLYING CORP
    220 E 57TH ST 9-FL STE G
    NEW YORK,NY10022
    N/A PC General & Unrestricted 5,000
    SURVIVOR MITZVAH PROJECT
    2658 GRIFFITH PARK BLVD 299
    LOS ANGELES,CA90039
    N/A PC General & Unrestricted 25,000
    THE TECH INTERACTIVE
    201 S MARKET ST
    SAN JOSE,CA95113
    N/A PC General & Unrestricted 20,000
    THORN
    1240 ROSECRANS AVE STE 120
    MANHATTAN BCH,CA90266
    N/A PC General & Unrestricted 200,000
    THRIVE SCHOLARS
    75 FEDERAL ST STE 1250
    BOSTON,MA02110
    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
    UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION
    100 THEORY STE 250
    IRVINE,CA92617
    N/A PC GHEI Eye Mobile for Children 5,000
    VOICE OF REFUGEES
    PO BOX 26244
    SANTA ANA,CA92799
    N/A PC General & Unrestricted 2,500
    WATER BUFFALO CLUB INC
    2029 CENTURY PARK E STE 1500
    LOS ANGELES,CA90067
    N/A PC Annual Thanksgiving Event 22,500
    WATER BUFFALO CLUB INC
    2029 CENTURY PARK E STE 1500
    LOS ANGELES,CA90067
    N/A PC Back2School Backpack and School Supply Give Away 30,000
    WAYFINDER FAMILY SERVICES
    5300 ANGELES VISTA BLVD
    VIEW PARK,CA90043
    N/A PC General & Unrestricted 10,000
    WESTCOAST SPORTS ASSOCIATES INC
    8939 S SEPULVEDA BLVD STE 110
    LOS ANGELES,CA90045
    N/A PC General & Unrestricted 25,000
    WHITTIER PUBLIC LIBRARY FOUNDATION
    7344 WASHINGTON AVE
    WHITTIER,CA90602
    N/A PC Central Library Renovation 50,000
    YES WE CAN WORLD FOUNDATION
    911 E FAIRMOUNT RD
    BURBANK,CA91501
    N/A PC General & Unrestricted 2,500
    YOUTH COMMUNITY SERVICE INC
    PO BOX 61000
    PALO ALTO,CA94306
    N/A PC General & Unrestricted 20,000
    Total .................................bullet 3a 2,657,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 1,449  
    4 Dividends and interest from securities ....          
    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 2,224,346  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 Inc/Loss
        14 107,516  
    bFederal Tax Refund     01 41,931  
    cCLASS ACTION LAWSUIT PROCEEDS     01 356  
    dINTEREST INCOME FROM NOTES     14 30,397  
    eINSURANCE INCOME     01 1  
    12 Subtotal. Add columns (b), (d), and (e) ..   3,278,045  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,278,045
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    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) (2021)
    Schedule B (Form 990) (2021) 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
    Eve Kornyei Trust
    JMK Anonymous 23091 Mill Creek Dr
     
    Laguna Hills, CA92665

    $ 11,047


    (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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    The Stanley E Hanson Foundation
    EIN:
    27-1104044
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Audit Fees 21,000     21,000
    Bookkeeping 5,000 5,000    

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

    TY 2021 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 PARCEL 2   216,366   L       0  
    PHELAN PARCEL1   115,715   L       0  

    TY 2021 GeneralExplanationAttachment
    Name:
    The Stanley E Hanson Foundation
    EIN:
    27-1104044
    Identifier Return Reference Explanation
    FORM 8865 FORM 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 2021 InvestmentsCorpBondsSchedule
    Name:
    The Stanley E Hanson Foundation
    EIN:
    27-1104044
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AERCAP IRELAND CAPITAL DAC NOT 66,084 64,540
    AMAZON COM INC - 1.500% - 06/0 13,661 13,582
    AT&T INC NOTE CALL - 1.700% - 49,942 49,758
    CITIGROUP INC - 3.887% - 01/10 40,580 42,308
    COMCAST CORP NOTE - 4.150% - 1 39,114 42,037
    COMMONSPIRIT HEALTH BOND CALL 55,592 54,518
    CVS CAREMARK CORP NOTE - 4.300 43,951 42,674
    D R HORTON INC - 2.600% - 10/1 55,321 54,728
    ENTERPRISE PRODUCTS - 5.700% - 25,766 28,666
    FORD MOTOR CREDIT COMPANY - 4. 66,569 66,361
    GLP CAP LP/GLP FING II INC NT 44,574 43,792
    GOLDMAN SACHS - 3.800% - 03/15 73,802 69,417
    HYATT HOTELS CORP - 1.300% - 1 83,975 84,005
    JETBLUE AIRWAYS SER 2019-1 CL 23,364 23,735
    JP MORGAN CHASE - 5.300% - 12/ 41,815 42,000
    JP MORGAN CHASE BANKNA NOTE - 53,183 56,792
    JPMORGAN CHASE - 7.900% - 12/3 88,920 87,999
    MORGAN STANLEY FXD FLTG - 5.45 253,319 251,199
    MORGAN STANLEY MTN CALL - 0.00 27,476 29,128
    OCCIDENTAL PETE CORP SER B NT 56,714 55,250
    PENSKE TRUCK LEASINGCO L P NOT 31,707 31,140
    ROYAL CARIBBEAN GROUP NOTE 144 54,594 52,581
    ROYAL DUTCH SHELL CL A - 2.500 40,817 43,965
    T MOBILE USA - 3.500% - 04/15/ 58,175 57,217
    VERIZON COMMUNICATIONS INC - 4 44,847 42,239
    WELLS FARGO - 3.584% - 08/05/2 41,051 43,029

    TY 2021 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 33,503 37,480
    ABB ORD SHS 14,367 19,974
    ABBVIE INC 61,859 96,946
    ADIDAS-SALOMON AG OR OTC 5,158 4,321
    AFFILIATED MANAGERS GROUP INC 8,409 8,844
    AFFILIATED MANAGERS GROUP INC 6,467 6,667
    AGILENT TECHNOLOGIES INC 6,366 8,302
    AIA GROUP 22,148 19,168
    AIR PRODS & CHEM INC 88,124 106,795
    AIRBUS GROUP SE 14,196 15,251
    AKAMAI TECH COM STK 13,551 25,281
    ALBANY INTERNATIONAL CORP 26,446 38,918
    ALGONQUIN POWER & UTIL CORP - 4,178 4,283
    ALGONQUIN PWR &UTILITY PFD - 0 4,288 4,570
    ALIBABA GROUP HOLDING LTD 54,370 44,784
    ALLSTATE CORP DEP 1/1000 PFD G 11,795 12,085
    ALLSTATE CORP DP PFD I 4,544 4,892
    ALLSTATE CORP SUB DE FIXED TO 4,548 4,410
    ALLSTATE PFD SER H 13,056 13,533
    ALPHABET INC CL A 40,014 130,367
    ALPHABET INC CL C 39,228 130,212
    ALTRA HLDGS INC 22,797 31,458
    ALTRIA GROUP INC 81,141 68,810
    AMAZON COM 53,826 196,726
    AMERICA MOVIL SA 5,234 6,080
    AMERICAN ELECTRIC POWER INC 49,525 53,026
    AMERICAN FIN GRP 5.875 4,247 4,509
    AMERICAN INTL GROUP 5.85 SER A 8,155 8,398
    AMGEN INC 40,923 44,319
    ANHEUSER BUSCH INBEV SA NV SHS 14,352 11,786
    ANSYS INC 19,729 54,151
    AON PLC CL A 8,922 17,132
    APPLE INC 39,983 163,187
    ARCH CAP GROUP LTD NON CUM DEP 9,718 9,902
    ARCH CAPITAL GROUP 4.55% SER-G 3,814 3,905
    ARCH CAPITAL GROUP LTD 10,764 16,402
    ARCHROCK INC 24,330 21,662
    ARES MANAGEMENT CORPORATION 6,571 8,940
    ASAHI KASEI CORP 7,961 7,491
    ASML HLDG NV ORD SHS 17,516 37,140
    ASSA ABLOY AB 3,287 4,200
    ASSOC BANC CORP WISC 5.625% PF 4,402 4,888
    ASSOCIATED BRITISH FOODS PLC 6,564 5,358
    ASTRAZENECA PLC ORD 21,861 23,518
    AT & T INC 5.000% PFD SER A 16,636 17,447
    AT&T 5.625% 08/01/2067 4,266 4,592
    AT&T DEPO SHA REP 1000 PREFERR 17,158 17,936
    AT&T INC GLOBAL 66 5.35000% 11 12,409 12,800
    AT&T, INC 57,843 37,441
    ATLASSIAN CORP PLC 3,867 5,719
    AUTODESK, INC 64,874 177,431
    AUTOMATIC DATA PROCESSING INC 11,133 26,137
    B&M EUROPEAN VALUE RETAIL 8,037 9,371
    BANCO BILBAO VIZCAYA 7,225 9,173
    BCE INC 71,240 80,246
    BEIGENE LTD 7,269 8,670
    BERKLEY W R CORP - 5.100% - 12 4,377 4,794
    BERKSHIRE HATHAWAY INC. CLASS 66,424 102,258
    BIO RAD LABS INC CL A 19,573 61,957
    BLACK KNIGHT, INC 24,224 39,539
    BLACKROCK INC 53,946 126,347
    BLOCK INC 2,809 7,268
    BNP PARIBAS ACT.A 6,447 6,813
    BOEING CO 113,746 134,884
    BRIGHT HORIZONS FAMILY SOLUTIO 8,694 7,679
    BRISTOL-MYERS SQUIBB CO 28,989 29,679
    BRITISH AMERICAN TOBACCO 16,461 15,380
    BRITISH AMERICAN TOBACCO PLC 85,282 87,090
    BROADCOM INC 10,246 19,297
    BROOKFIELD ASSET MANAGEMENT CL 38,681 89,544
    BROOKFIELD INFRASTRUCTURE ORD 27,438 36,041
    BROOKFIELD RENEWABLE CORP CL A 11,997 9,465
    BROWN & BROWN INC 9,953 29,588
    BROWN FORMAN CORP CL B 3,228 5,246
    BRYN MAWR BANK CORP 46,239 49,151
    CABOT CP 26,046 29,224
    CAN IMPERIAL BK OF COMMERCE 25,662 36,950
    CAPITAL ONE FINCL CORP 5.000% 13,028 13,937
    CAPITAL ONE FINL DS REPRESENTI 6,817 7,077
    CARLSBERG A/S 15,820 17,170
    CARMAX INC 27,444 57,041
    CBRE GROUP 10,526 30,057
    CHEVRON CORP 157,511 180,132
    CHUBB LIMITED 13,641 16,818
    CIE FINANCIERE RICH 7,430 12,653
    CINCINNATI FINANCIAL CORP 35,544 55,940
    CIRRUS LOGIC INC 21,615 31,471
    CISCO SYSTEMS INC 89,628 163,431
    CITIGROUP INC 10,819 8,213
    CITIGROUP INC PFD SER D - 6.87 28,773 27,723
    CITIGROUP INC PFD SER J - 7.12 16,664 15,896
    CITIZENS FINANCIAL GROUP INC P 14,974 15,644
    CMC MATERIALS INC 14,104 35,271
    CMS ENERGY CORP 5.875 NTS 79 5 4,164 4,439
    CMS ENERGY PFD STK - 5.625% 8,282 8,643
    COGNEX CORPORATION 4,948 5,832
    COLFAX CORPORATION 4,204 4,919
    COLGATE-PALMOLIVE COMPANY 32,797 39,768
    COMCAST CORP 63,272 62,560
    CONAGRA FOODS INC 20,527 20,285
    CONOCOPHILLIPS 8,522 11,477
    COPART INC 22,909 62,316
    COSTAR GROUP, INC 58,463 60,932
    CREDIT ACCEPTANCE CORPORATION 8,652 18,567
    CROWN CASTLE INTL 119,368 182,439
    DAIICHI SANKYO COMPANY, LIMITE 6,245 4,891
    DAIKIN INDUSTRIES FIRST SECTIO 4,993 5,085
    DARLING INGREDIENTS INC 16,036 64,370
    DBS GROUP HLDGS LTD. SPON ADR 9,516 11,687
    DEERE CO 28,317 79,208
    DEUTSCHE BOERSE AG 4,176 4,270
    DIAGEO PLC 4,568 8,627
    DIAGEO PLC ADS 63,977 113,372
    DIGI INTERNATIONAL INC 26,143 31,302
    DIGITAL REALTY PFD SER L 4,421 4,633
    DIGITAL RLTY TR INC 18,766 24,762
    DIODES 20,401 50,183
    DNB BANK 6,615 10,224
    DOLLAR GENERAL CORP 14,716 20,753
    DOMINION ENERGY INC 131,890 137,401
    DOMINOS PIZZA INC 17,485 33,860
    DOW INC 6,392 7,941
    DSV 5,870 8,790
    DTE ENERGY CO CAL DEB 81 PFD - 4,284 4,506
    DTE ENERGY PFD SHARES - 5.25% 4,333 4,496
    DUKE ENERGY CO 53,584 67,556
    DUKE ENERGY CORP NEWJR SB DB - 4,273 4,516
    DUKE ENERGY DRC 4,263 4,514
    EASTGROUP PROPERTIES INC 17,884 49,671
    ELI LILLY & CO 2,895 7,458
    EMERGENT BIOSOLUTIONS INC 33,192 22,300
    ENBRIDGE INC 61,804 64,951
    ENBRIDGE INC NOTES SER 2018-B 8,373 8,714
    ENEL-SOCIETA PER AZI 19,426 15,318
    ENERSYS 24,973 25,774
    ENGIE SA 11,587 12,084
    ENTEGRIS INC 7,518 42,544
    ENTERGY ARK INC 1M BD PFD - 4. 8,154 8,697
    ENTERGY LA LLC PFD - 4.875% - 6,432 6,856
    EPIROC AB CL A 8,379 9,538
    EQUITABLE HLDGS DRC 4,665 4,722
    ESSILOR INTL 13,339 17,689
    ETSY INC 22,666 22,551
    EXPEDITORS INTL WASH INC 31,161 73,457
    EXXON MOBIL CORP 119,636 105,124
    FACTSET RESH SYST INC 19,453 57,835
    FASTENAL COMPANY 49,752 109,030
    FB FINANCIAL CORPORATION 26,268 34,968
    FIDELITY NATIONAL FINANCIAL IN 3,013 4,383
    FIFTH THIRD BANCORP 1000 DS RE 8,525 9,198
    FIRST REP BK SAN FRAN NEW DS R 4,602 4,632
    FIRST REPUBLIC BANK 6,917 14,249
    FIRST REPUBLIC BANK - 5.125% S 4,390 4,495
    FIRST REPUBLIC BANK PFD SER I 4,237 4,558
    FIRST REPUBLIC BANK PFD SER J 4,459 4,760
    FIRST TRUST EMERGING MARKETS S 238,805 204,205
    FIRSTCASH HOLDINGS INC 21,568 29,999
    FITB - 6.625% - PFD SER 1 4,316 4,454
    FLUTTER ENTERTAINMENT ORD SHS 3,136 2,520
    FORMFACTOR INC. 13,296 36,622
    FRANKLIN ELECTRIC CO., INC 19,645 42,174
    FRANKLIN RES INC 34,790 35,633
    GARTNER INC 8,388 21,396
    GEN DYNAMICS CP 8,233 10,215
    GENERAL MILLS INC 32,141 35,105
    GENMAB AS 14,130 14,059
    GENUINE PARTS COMPANY 10,057 15,142
    GEORGIA PWR CO 5.00% 10/1/2077 4,065 4,063
    GILEAD SCIENCES INC 64,743 72,247
    GIVAUDAN SA UNSP/ADR 12,467 16,051
    GLOBAL X MLP & ENERGY INFRASTR 48,164 93,739
    GLOBAL X URANIUM 62,161 78,113
    GLOBAL X US INFRASTRUCTURE DEV 246,480 267,977
    GOLDMAN SACHS GP PFD - 6.375% 17,235 17,156
    GOLDMAN SACHS GROUP PFD SER J 36,565 36,289
    GUIDEWIRE SOFTWARE INC 30,292 32,470
    HACKETT GROUP INC 16,998 22,788
    HARTFORD FINL SVCS GRP PFD - 7 10,963 9,391
    HDFC BANK LTD ADR 6,833 8,004
    HEALTHPEAK PROPERTIES INC 11,685 12,054
    HEARTLAND FINANCIAL USA, INC. 18,515 22,167
    HEICO CP CL A 27,066 34,700
    HERMES INTL S A 8,065 14,240
    HEXCEL CP DELAWARE 26,481 26,107
    HILTON WORLDWIDE HOLDINGS, INC 29,718 57,092
    HONG KONG EXCHANGES AND CLEARI 8,013 8,995
    HORACE MANN EDUCATOR 17,761 17,841
    HOSTESS BRANDS INC 33,093 36,143
    HOWARD HUGHES CORPORATION 14,391 14,249
    HOYA CORP 8,453 9,680
    HUDSON PAC PPTYS INCCUM PFD C 4,334 4,540
    HUNTINGTON BANCSHARES INC 39,515 45,289
    HUNTINGTON BANCSHARES, SERIES 8,507 8,935
    HUTCHINSON CHINA MEDITECH LTD 3,982 4,841
    HYATT HOTELS CORP 9,148 12,371
    IBERDROLA SA 11,927 11,019
    IDEXX CORP 7,035 23,046
    ILLUMINA INC COM 55,074 69,240
    INDITEX 12,313 12,232
    ING GROEP 3,804 4,451
    INTEL CORP 59,059 77,353
    INTUITIVE SURGICAL 21,602 45,272
    INVESCO DYNAMIC LEISURE & ENTE 97,200 126,564
    INVESCO OPTIMUM YIELD DIVERSIF 74,204 58,785
    INVESCO TAXABLE MUNICIPAL BOND 172,961 186,059
    ISHARES BARCLAYS TIPS BOND FUN 908,720 986,313
    ISHARES IBOXX $ INVESTMENT GRA 42 48
    ISHARES MSCI CANADA INDEX FD 163,375 247,028
    ISHARES MSCI GLBL SEL MTLS & M 74,350 72,198
    ISHARES S&P U.S. PREFERRED STO 5 5
    ISHARES TRUST - ISHARES S&P GL 35,884 71,470
    JACK IN THE BOX INC 18,818 38,929
    JARDINE MATHSON HOLDINGS LTD 4,710 4,613
    JOHNSON & JOHNSON 96,790 121,802
    JOHNSON CONTROLS INTERNATIONAL 9,129 17,726
    JP MORGAN ALERIAN MLP INDEX ET 29,694 17,810
    JP MORGAN CHASE 13,560 19,160
    JP MORGAN CHASE PFD SER GG 4,418 4,689
    JPMORGAN CHASE & CO 4.550% PFD 8,442 8,747
    JPMORGAN CHASE & CO 6.00% PFD 6,940 7,194
    JPMORGAN CHASE AND CO PFD SER 8,610 8,753
    JPMORGAN CHASE AND CO SHS PFD 4,284 4,516
    KBW REGIONAL BANKING ETF 217,577 305,859
    KENNEDY WILSON HOLDINGS INC 4,722 6,280
    KERING 16,965 19,582
    KEYCORP 6.125% DEP PFD SERIES 17,957 19,142
    KEYCORP PFD SER G DRC 4,243 4,600
    KEYENCE CORPORATION,FIRST SECT 25,473 31,740
    KIMBALL ELECTRONICS, INC 22,164 16,646
    KIMBERLY CLARK CORP 44,524 45,591
    KIMCO REALTY CORP PFD SER M - 4,177 4,640
    KKR & CO INC 26,198 71,595
    KONINKLIJKE KPN NV 4,577 4,694
    L'AIR LIQUIDE ORD EU 7,972 8,571
    L'OREAL CO ACT 17,293 19,924
    LEHMAN BROTHERS PREF 0% 119,330  
    LENNAR CORP 17,354 36,474
    LIBERTY BROADBAND CORPORATION 6,396 10,298
    LIBERTY BROADBAND CORPORATION 26,006 40,597
    LIBERTY MEDIA CORPORATION - SE 839 1,484
    LIBERTY MEDIA CORPORATION - SE 10,722 20,047
    LITTELFUSE, INC 18,262 36,188
    LIVE NATION INC COM 19,646 41,772
    LOCKHEED MARTIN CORP 20,715 21,680
    LONDON STOCK EXCH LTD 21,446 17,545
    LOWES COMPANIES INC 56,019 162,584
    LVMH-MOET HNSY L VUTN 7,344 9,901
    MARKEL CORP 32,119 39,488
    MARKET VECTORS AGRIBUSINESS ET 74,235 81,107
    MARTIN MARIETTA MATLS INC 10,367 24,229
    MEDICAL PROPERTIES TRUST, INC 9,335 12,595
    MEDTRONIC PLC 12,316 12,931
    MERCADOLIBRE, INC 12,754 10,787
    MERCK & CO INC 127,369 142,934
    MERITAGE CORPORATION 15,818 40,524
    META PLATFORMS INC 81,117 186,002
    METLIFE INC PFD SER F 16,670 17,689
    METTLER-TOLEDO INTL 20,241 44,127
    MICROCHIP TECHNOLOGY INC 13,965 31,864
    MICROSOFT CORP 56,447 273,092
    MONOLITHIC POWER SYSTEMS, INC 7,545 39,466
    MONSTER BEVERAGE CORP 47,403 99,113
    MOODYS CORP 4,997 16,404
    MOOG INC CL A 18,324 21,457
    MORGAN STANLEY 8,071 19,043
    MORGAN STANLEY - 6.375% PFD CL 7,052 7,247
    MORGAN STANLEY 4.250% DP PFD 4,338 4,390
    MORGAN STANLEY PFD K 17,040 18,705
    MORGAN STANLEY PFD SER A 6,604 7,480
    MORGAN STANLEY PFD SER E - 7.1 23,230 22,037
    MORGAN STANLEY PFD SER F - 6.8 12,160 11,721
    MORGAN STANLEY PREF SERIES L 4,420 4,682
    MSCI INC 4,338 18,993
    MURATA MANUFACTURING 5,879 5,548
    MYRIAD GENETICS, INC 19,107 24,398
    NATIONAL GRID TRANSCO PLC 53,032 55,036
    NESTLE S.A 41,255 66,535
    NESTLE SA CHAM ET VE OTC 17,278 20,784
    NETEASE 4,850 4,233
    NEW YORK CMNTY BANCORP CUML SE 6,912 7,007
    NEXTERA ENERGY PFD - 5.650% - 24,403 26,743
    NEXTERA ENERGY, INC 13,375 21,660
    NICE SYSTEMS LTD 4,229 4,554
    NIDEC CORPORATION NPV 8,214 8,085
    NINTENDO CO LTD ADR UNSPON 61,439 50,782
    NITORI HOLDINGS 9,097 6,682
    NOKIA ORD SHS 4,884 5,401
    NORFOLK SOUTHERN CORP 43,913 110,748
    NORTHERN TRUST CORP NON-CUM SE 6,990 7,455
    NOV INC 25,430 25,935
    NOVARTIS AG ADR 88,839 94,205
    NOVO NORDISK A S 12,875 38,528
    NOVO NORDISK A/S 21,148 33,531
    NUVEEN FLOATING RATE INCOME OP 1,297 1,345
    NVIDIA CORP 28,493 225,582
    O'REILLY AUTOMOTIVE INC 19,477 56,498
    ORACLE CORP 72,988 139,274
    ORASURE TECHNOLOGIES INC 22,058 21,377
    ORSTED A/S DKK 5,663 4,651
    PAYCHEX 37,960 87,087
    PEBBLEBROOK HOTEL TR COM 35,303 31,654
    PENN NATIONAL GAMING 17,895 34,221
    PEOPLES UNITED FINANCIAL INC 6,876 7,130
    PEPSICO INC 15,639 20,845
    PERIMETER SOLUTIONS ORD SHS 6,471 7,264
    PERNOD RICARD ORD 6,585 8,188
    PFIZER INC 89,088 155,065
    PHILIP MORRIS INTL 137,897 144,305
    PNC FINANCIAL GROUP INC 9,629 18,047
    PNC FINANCIAL SERVICES PFD SER 42,785 38,842
    PPL CORPORATION 34,190 29,309
    PRINCIPAL FUNDS INC-CAP SECS F 676,725 715,924
    PROGRESSIVE CORP OHIO 84,929 94,541
    PRUDENTIAL FINANCIAL INC PFD - 4,283 4,590
    PRUDENTIAL FINL INC PFD DUE 09 4,603 4,713
    PS BUSINESS PARKS INC 8,460 8,665
    PS BUSINESS PARKS INC PFD SER 4,281 4,514
    PS BUSINESS PKS PFD SER Z 8,917 9,606
    PUBLIC STORAGE 4.00 CLBL 4,309 4,330
    PUBLIC STORAGE CL H 4,167 4,458
    PUBLIC STORAGE PFD 4.875% SER 8,741 9,306
    PUBLIC STORAGE PFD 5.15% SER F 4,413 4,545
    PUBLIC STORAGE PFD G 5.05% 12/ 4,322 4,362
    PUBLIC STORAGE PFD SER J 5,454 6,209
    PUBLIC STORAGE SERIES K PRF SH 4,407 4,636
    PUBLIC STORAGE, 4.00% SER P 4,303 4,315
    PUBLIC SVC ENTERPRISE GROUP IN 15,375 20,553
    QUALCOMM INC 23,846 81,194
    QUALTRICS INTERNATIONAL CL A 2,209 1,841
    RAYMOND JAMES FINANCIAL INC 22,363 44,276
    RAYTHEON TECHNOLOGIES CORP 13,429 14,200
    REALTY INCOME CORP 29,263 30,211
    RECKITT BENCKISER 12,015 12,225
    RECRUIT HOLDING CO LTD JPY 6,878 8,923
    REGENERON PHARMACEUTICALS INC 49,930 89,044
    REGIONS FINANCIAL CORP 14,333 20,361
    REGIONS FINANCIAL CORP NEW MON 11,277 11,535
    REGIONS FINL DRC PFD 8,544 8,712
    REGIONS FINL DRC 4,222 4,797
    RELX PLC 11,128 15,256
    RIO TINTO PLC 3,638 3,197
    ROCHE HOLDING LTD ADR 58,301 79,913
    ROPER INDUSTRIES 26,783 43,284
    ROSS STORES, INC 7,591 9,942
    ROYAL PHILLIPS NV SHS 7,094 5,053
    SAFRAN S.A. ORD SHS 12,590 16,344
    SALESFORCE.COM 71,255 118,170
    SANMINA-SCI CORPORATION 31,875 34,785
    SAP AG O.N 14,612 15,391
    SBA COMMUNICATIONS CORP 21,076 55,241
    SCHLUMBERGER LTD 66,987 40,792
    SCHWAB CHARLES NEW 40 DS REPST 4,769 4,883
    SEI INVESTMENTS 33,950 40,586
    SELECT SECTOR SPDR ENERGY FUND 77,722 88,689
    SHIN ETSU CHEMICAL 15,319 15,668
    SHIONOGI & CO., LTD 9,315 12,113
    SIEMENS AG 9,769 16,281
    SMC CORP 15,231 16,290
    SOUTHERN CO 48,355 65,494
    SOUTHERN CO JR 2017 NY 77 5.25 6,323 6,476
    SPDR GOLD SHARES 76,190 75,393
    SPDR NUVEEN BARCLAYS ST MUNI B    
    SPDR S&P 500 ETF TRUST 1,435,884 3,137,267
    SPIRE INC - PFD CLASS A 4,360 4,460
    ST MICROELEC SIC 10,554 13,186
    STARBUCKS CORP COM 42,639 76,031
    STATE STREET CORP NEW MONEY PF 10,397 10,241
    STEELECASE INC 30,875 22,034
    STIFEL FINL CORP PFD SER C 8,102 8,790
    STIFEL FINL CORP SER B 5.200% 4,332 4,538
    STRAUMANN HLDG AG WALDENBURG 6,962 13,033
    SUMMIT MATERIALS INC 5,652 12,002
    SVB FINL GROUP PFD SER A 6,680 6,932
    SYNOVUS FINANCIAL CORP PFD 5.8 10,144 10,611
    TAIWAN SEMICONDUCTOR MFG CO LT 15,758 32,123
    TARGET CORPORATION 30,835 114,100
    TC ENERGY CORPORATION 32,993 32,066
    TECHTARGET 12,037 67,249
    TELEDYNE TECH INC 13,391 42,815
    TENCENT HOLDINGS LTD 14,955 11,484
    TERUMO CORPORATION,FIRST SECTI 4,964 5,321
    TEXAS INSTRUMENTS INC 69,508 121,186
    TFI INTERNATIONAL 5,487 11,547
    THE COCA-COLA CO 17,215 20,072
    TOKYO ELECTRON NPV 4,222 6,996
    TOTAL SA 6,394 7,353
    TOTALENERGIES SE 20,767 20,674
    TRANSDIGM GRP INC 30,281 69,355
    TRANSUNION COM USD0.01 13,740 26,206
    TRAVELERS COMPANIES INC 7,559 8,291
    TRUIST FINANCIAL CORP PFD SER 7,953 8,862
    TRUIST FINANCIAL CORPORATION 46,627 50,587
    TRUSTMARK CORPORATION 18,607 18,113
    TYLER TECHNOLOGIES, INC 44,541 57,023
    UNI CHARM CORP ORD F 5,973 5,592
    UNILEVER PLC AMER 80,619 77,727
    UNITED FIRE GROUP 25,165 16,117
    UNITED PARCEL SERVICE 73,025 121,102
    US BANCORP 38,295 38,926
    US BANCORP DEL REPSTG 1 1000TH 8,332 8,075
    US BANCORP DEL SER K PFD - 5.5 4,270 4,429
    US BANCORP PFD SER B - FLOAT % 3,286 3,773
    US BANCORP PFD SER M 12,753 13,008
    US BANCORP PFD STK - 6.500% 41,634 36,600
    VAIL RESORTS INC 20,949 28,527
    VANGUARD FTSE EMERGING MARKETS 807,079 997,460
    VANGUARD FTSE EUROPEAN ETF 1,194,191 1,625,339
    VANGUARD FTSE PACIFIC ETF 1,247,419 1,418,768
    VANGUARD INTERMEDIATE TERM COR 564,304 547,933
    VANGUARD MID-CAP ETF 384,701 708,006
    VANGUARD SHORT TERM CORPORATE 397,533 400,403
    VANGUARD SM-CAP ETF 75,676 147,133
    VANGUARD TOTAL BOND MARKET ETF 1,463,601 1,468,887
    VERISIGN INC 14,354 33,504
    VERISK ANALYTICS, INC 8,112 22,187
    VERIZON COMMUNICATIONS 112,928 118,781
    VERTEX PHARMCTLS INC 70,924 78,397
    VICI PROPERTIES INC 10,121 10,027
    VISA INC 73,094 161,882
    VODAFONE GROUP PLC 67,299 50,434
    VORNADO REALTY TR PFD M 8,366 8,639
    VORNADO RLTY TRUST 5.250% PFD 8,497 9,007
    VOYA FINL INC SER B 5.35 4,264 4,991
    VULCAN MATERIALS CO 27,184 48,366
    WALGREENS BOOTS ALLIANCE 29,734 30,461
    WALT DISNEY HOLDINGS CO 90,991 107,803
    WEBSTER FINL CORP PFD STK SER 5,237 5,441
    WELBILT INC 12,939 30,521
    WELLS FARGO PFD NON-CUM - 5.85 21,433 21,700
    WELLS FARGO PFD SER R - 6.625% 15,889 15,061
    WELLS FARGO PREF Y 12,723 12,897
    WELLTOWER INC. 11,875 11,322
    WESBANCO INC 23,801 23,933
    WESTERN ASSET SMASH SERIES C F 254,534 263,887
    WESTERN ASSET SMASH SERIES EC 721,563 720,812
    WESTERN ASSET SMASH SERIES M F 369,524 359,394
    WILLIAMS COS 43,864 42,315
    WIX COM LTD 24,684 28,560
    WOLVERINE WORLDWIDE 28,885 28,003
    WORKDAY INC 21,362 43,436
    YUM BRANDS INC 20,795 43,741
    YUM CHINA HOLDINGS INC 14,776 21,032

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    The Stanley E Hanson Foundation
    EIN:
    27-1104044
    US Government Securities - End of Year Book Value:

    893,319
    US Government Securities - End of Year Fair Market Value:

    913,900
    State & Local Government Securities - End of Year Book Value:


    430,097
    State & Local Government Securities - End of Year Fair Market Value:


    432,244


    TY 2021 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 PARCEL 2 216,366   216,366 216,366
    PHELAN PARCEL1 115,715   115,715 115,715

    TY 2021 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   570,195 768,516
    BLACKSTONE PRIVATE CREDIT FD C   500,000 500,000
    BPCP II OFFSHORE, LTD CL A   1,000,000 1,164,299
    BREAKWATER CREDIT OPPORTUNITIE   554,527 1,322,494
    BREAKWATER CREDIT OPPORTUNITIE   149,162 157,947
    NEBARI CAYMAN SPC - NEBARI NAT   336,447 342,709
    RIVERS INVESTMENT, LLC   704,449 709,327
    SILVERPEAK CREDIT OPPORTUNITIE   598,630 613,199
    SILVERPEAK CREDIT OPPORTUNITIE   65,657 67,255
    SILVERPEAK SPECIAL SITUATIONS   348,059 344,606
    VERITION INTL MULTI-STRATEGY F   1,000,000 1,410,302
    ESTATE WHOLE LIFE - NW MUTUAL   485,162 386,287

    TY 2021 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 55,000     55,000
    Bank Charges 998 998    
    Indemnification Insurance 5,127     5,127
    Insurance Premiums 4,069     4,069
    K-1 Exp SILVERPEAK CREDIT OPPO 402 402    
    K-1 Exp SILVERPEAK SPECIAL SIT 24      
    K-1 Exp US COMMODITY INDEX FUN 277 277    
    Postage/Delivery Service 214     214
    State or Local Filing Fees 150     150


    TY 2021 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 25,325 25,325  
    K-1 Inc/Loss SILVERPEAK CREDIT OPPORTUNITIES OFFSH 58,977 58,977  
    K-1 Inc/Loss SILVERPEAK SPECIAL SITUATIONS LENDING 23,209 23,209  
    K-1 Inc/Loss US COMMODITY INDEX FUND 5 5  
    Class Action Lawsuit Proceeds 356 356  
    Federal Tax Refund 41,931    
    Interest Income from Notes 30,398 30,397  


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

    TY 2021 OtherNotesLoansRcvblLongSch
    Name:
    The Stanley E Hanson Foundation
    EIN:
    27-1104044

    Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
    PROMISSORY NOTE - EVE KORNYEI     752,392       0 %        

    TY 2021 OtherProfessionalFeesSchedule
    Name:
    The Stanley E Hanson Foundation
    EIN:
    27-1104044
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 371,647 371,647    
    Philanthropic Consulting Srvcs 120,000     120,000


    TY 2021 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 2021 20,000      
    Foreign Tax Paid 8,690 8,690    
    Property Taxes 4,399 4,399