Form990-PF


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 09-01-2021 , and ending 08-31-2022
Name of foundation
THE ROBERT E HANSEN
FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)C/O INGE BACON 253 N 1ST AVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
STURGEON BAY, WI54235
A Employer identification number

76-0259279
B Telephone number (see instructions)

(920) 421-0923
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$1,853,071
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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 9 9 9
4 Dividends and interest from securities... 40,262 40,262 40,262
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 116,353
b Gross sales price for all assets on line 6a 653,078
7 Capital gain net income (from Part IV, line 2)... 30
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).......      
12 Total. Add lines 1 through 11........ 156,624 40,301 40,271
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 1,325      
c Other professional fees (attach schedule).... 10,004 10,004 10,004  
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,329 10,004 10,004 0
25 Contributions, gifts, grants paid....... 103,110 103,110
26 Total expenses and disbursements. Add lines 24 and 25 114,439 10,004 10,004 103,110
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 42,185
b Net investment income (if negative, enter -0-) 30,297
c Adjusted net income (if negative, enter -0-)... 30,267
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......... 37,529 68,653 68,653
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,252,039 Click to see attachment1,262,740 1,784,089
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment240 Click to see attachment329 Click to see attachment329
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,289,808 1,331,722 1,853,071
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
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........... 1,289,808 1,331,722
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    
29 Total net assets or fund balances (see instructions)..... 1,289,808 1,331,722
30 Total liabilities and net assets/fund balances (see instructions). 1,289,808 1,331,722
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
1,289,808
2
Enter amount from Part I, line 27a .....................
2
42,185
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,331,993
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
271
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,331,722
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.)
1a
b
c
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
b
c
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
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 30
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........................... 3 421
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- ..... 5 421
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 330
b Exempt foreign organizations—tax withheld at source...... 6b  
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.............. 7 330
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 91
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)
    bulletTX
    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 addressbulletN/A
    14
    The books are in care ofbulletINGE BACON Telephone no.bullet (920) 421-0923

    Located atbullet253 N 1ST AVESTURGEON BAYWI ZIP+4bullet54235
    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)
     
    No
    (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
     
     
    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
     
     
    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
    REBECCA HANSEN SECY & ASST
    000.00
    0 0 0
    3622 PEPPERMILL RD
    HOUSTON,TX77080
    ALEXANDER E HANSEN PRESIDENT
    000.00
    0 0 0
    3463 VOSBURG ST
    PASADENA,CA91107
    LAURIE H SAXTON VP & ASST TR
    000.00
    0 0 0
    5865 CHAMPION LANE
    AVE MARIA,FL34142
    KARTIK HANSEN TRUSTEE
    000.00
    0 0 0
    12 RIDGE LANE
    ORINDA,CA94563
    JULIA XENAKIS CAMBRA TRUSTEE
    000.00
    0 0 0
    3618 PEPPERMILL ROAD
    HOUSTON,TX77098
    LINDSEY HANSEN BOHRER TRUSTEE
    000.00
    0 0 0
    568 BLUFF DRIVE
    LA CRESCENT,MN55947
    EVAN HANSEN TRUSTEE
    000.00
    0 0 0
    5722 25TH AVE NE
    SEATTLE,WA98105
    HAYLEY SAXTON DIMARCO TRUSTEE
    000.00
    0 0 0
    36 WINFORD WAY
    MEDFORD,MA02155
    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
    NONE
    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
    NONE
    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 N/A  
    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
    1,995,630
    b
    Average of monthly cash balances.......................
    1b
    88,706
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,084,336
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    2,084,336
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    31,265
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    2,053,071
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    102,654
    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
    102,654
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    421
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    421
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    102,233
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    102,233
    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
    102,233
    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 7 102,233
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020...... 8,075
    f Total of lines 3a through e ........ 8,075
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 103,110
    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..... 102,233
    e Remaining amount distributed out of corpus 877
    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 8,952
    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) ...
     
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    8,952
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020.... 8,075
    e Excess from 2021.... 877
    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).)
    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
    AMERICAN BIRD CONSERVANCY
    PO BOX 249
    THE PLAINS,VA20198
    NONE PUBLIC NATURAL RES CONSERVATION 1,000
    AMERICAN RED CROSS
    431 18TH ST NW
    WASHINGTON,DC20006
    NONE PUBLIC DISASTER RELIEF 1,000
    AMERICAN RED CROSS
    431 18TH ST NW
    WASHINGTON,DC20006
    NONE PUBLIC DISASTER RELIEF 350
    ASI
    521 CHARCOT AVE STE 101
    SAN JOSE,CA95131
    NONE PUBLIC YOUTH DEVELOPMENT 1,000
    NATIONAL AUDUBON SOCIETY
    225 VARICK ST
    NEW YORK,NY10014
    NONE PUBLIC WILDLIFE PROTECTION 1,000
    NATIONAL AUDUBON SOCIETY
    225 VARICK ST
    NEW YORK,NY10014
    NONE PUBLIC WILDLIFE PROTECTION 1,000
    BOY SCOUTS OF AMERICA
    PO BOX 152079
    IRVING,TX750152079
    NONE PUBLIC YOUTH DEVELOPMENT 100
    BOYS & GIRLS CLUB OF DOOR COUNTY
    55 S 3RD AVE
    STURGEON BAY,WI54235
    NONE PUBLIC YOUTH DEVELOPMENT 1,000
    BOYS & GIRLS CLUB OF DOOR COUNTY
    55 S 3RD AVE
    STURGEON BAY,WI54235
    NONE PUBLIC YOUTH DEVELOPMENT 1,000
    BRIDGES
    466 FOOTHILL BLVD 320
    LA CANADA,CA91011
    NONE PUBLIC LEADERSHIP DEVELOPMENT 1,000
    BRYN MAWR COLLEGE
    100 N MERION AVENUE
    BRYN MAWR,PA19010
    NONE PUBLIC EDUCATION 10,000
    CARE
    1825 I STREET NW SUITE 3
    WASHINGTON,DC20006
    NONE PUBLIC INTERNATIONAL RELIEF 1,000
    CARE
    1825 I STREET NW SUITE 3
    WASHINGTON,DC20006
    NONE PUBLIC INTERNATIONAL RELIEF 500
    CORNELL UNIVERSITY
    130 E SENECA ST SUITE 40
    ITHACA,NY14850
    NONE PUBLIC EDUCATION 2,000
    CRADLES TO CRAYONS
    281 NEWTONVILLE AVE
    NEWTONVILLE,MA02460
    NONE PUBLIC CHILDREN'S & YOUTH SERVICES 1,000
    CURTIS PARENT ORGANIZATION
    22 PRATTS MILL RD
    SUDBURY,MA01776
    NONE PUBLIC EDUCATION 1,500
    DOCTORS WITHOUT BORDERS
    333 7TH AVENUE 2ND FLOOR
    NEW YORK,NY10001
    NONE PUBLIC DISASTER PREPARE & RELIEF 2,000
    DOCTORS WITHOUT BORDERS
    333 7TH AVENUE 2ND FLOOR
    NEW YORK,NY10001
    NONE PUBLIC DISASTER PREPARE & RELIEF 1,500
    DOOR COUNTY LAND TRUST
    23 N 5TH AVE
    STURGEON BAY,WI54235
    NONE PUBLIC NATURE PRESERVATION 1,000
    DOOR COUNTY LAND TRUST
    23 N 5TH AVE
    STURGEON BAY,WI54235
    NONE PUBLIC NATURE PRESERVATION 1,000
    DOOR OF HOPE
    PO BOX 09455
    PASADENA,CA91109
    NONE PUBLIC HUMAN SERVICES 750
    ENVIRONMENTAL DEFENSE FUND
    257 PARK AVENUE SOUTH
    NEW YORK,NY10010
    NONE PUBLIC NATURAL RES CONSERVATION 500
    FEED AND CLOTHE MY PEOPLE
    PO BOX 741
    STURGEON BAY,WI54235
    NONE PUBLIC HUMAN SERVICES 1,000
    FEED AND CLOTHE MY PEOPLE
    PO BOX 741
    STURGEON BAY,WI54235
    NONE PUBLIC HUMAN SERVICES 1,000
    FEEDING AMERICA
    161 NORTH CLARK ST STE 7
    CHICAGO,IL60601
    NONE PUBLIC HUNGER RELIEF 250
    FEEDING AMERICA
    161 NORTH CLARK ST STE 7
    CHICAGO,IL60601
    NONE PUBLIC HUNGER RELIEF 1,000
    FINGER LAKES LAND TR
    202 EAST COURT ST
    ITHACA,NY14850
    NONE PUBLIC NATURAL RES CONSERVATION 1,000
    FRIENDS IN DEED
    444 E WASHINGTON BLVD
    PASADENA,CA91104
    NONE PUBLIC ANTI POVERTY 1,000
    GOODNOW LIBRARY FDN
    21 CONCORD RD
    SUDBURY,MA01776
    NONE PUBLIC EDUCATION 1,000
    GREATER BOSTON FOOD BANK
    70 S BAY AVENUE
    BOSTON,MA02118
    NONE PUBLIC HUMAN SERVICES 1,000
    HABITAT FOR HUMANITY
    410 N 14TH AVENUE
    STURGEON BAY,WI54235
    NONE PUBLIC HOUSING DEVELOPMENT 500
    HATHAWAY SYCAMORES CHILD & FAM SERV
    210 S DELACEY AVENUE
    PASADENA,CA91105
    NONE PUBLIC FAMILY SERVICES 250
    HEIFER INTERNATIONAL
    1 WORLD AVENUE
    LITTLE ROCK,AR72202
    NONE PUBLIC INTL AGRICULTURE DEVELOPMENT 500
    HOPE OF ROCK HILL
    411 PARK AVENUE
    ROCK HILL,SC29730
    NONE PUBLIC CRISIS ASSISTANCE 1,000
    HOUSTON GRAND OPERA
    510 PRESTON ST
    HOUSTON,TX77002
    NONE PUBLIC OPERA 1,000
    INTERNATIONAL CRANE FOUNDATION
    E 11376 SHADE LANE ROAD
    BARABOO,WI53913
    NONE PUBLIC WILDLIFE CONSERVATION 1,000
    ISLA MEDICAL FDN
    80981 ROCKHURST DR
    INDIO,CA92201
    NONE PUBLIC COMMUNITY HEALTH 350
    JAK'S PLACE - LAKESHORE CAP
    PO BOX 791
    STURGEON BAY,WI54235
    NONE PUBLIC YOUTH DEVELOPMENT 1,000
    JAK'S PLACE - LAKESHORE CAP
    PO BOX 791
    STURGEON BAY,WI54235
    NONE PUBLIC YOUTH DEVELOPMENT 10,000
    KCET - PBS OF SOUTHERN CALIFORNIA
    2900 WEST ALAMEDA AVE ST
    BURBANK,CA91505
    NONE PUBLIC PUBLIC MEDIA 500
    KCRW
    1900 PICO BLVD
    SANTA MONICA,CA90405
    NONE PUBLIC PUBLIC MEDIA 120
    KPCC - SOUTHERN CA PUBLIC RADIO
    474 SOUTH RAYMOND AVE
    PASADENA,CA91105
    NONE PUBLIC PUBLIC MEDIA 120
    KUSC
    PO BOX 7913
    LOS ANGELES,CA90015
    NONE PUBLIC PUBLIC MEDIA 120
    LA CANADA PRESBY CH
    626 FOOTHILL BLVD
    LA CANADA,CA91011
    NONE PUBLIC CHURCH 750
    LA CANADA PRESBY CH
    626 FOOTHILL BLVD
    LA CANADA,CA91011
    NONE PUBLIC CHURCH 750
    LA MISSION
    303 EAST 5TH ST
    LOS ANGELES,CA90060
    NONE PUBLIC HOMELESS SERVICES 300
    LOAVES AND FISHES OF DOOR COUNTY
    PO BOX 802
    STURGEON BAY,WI54235
    NONE PUBLIC FOOD SERVICE 1,000
    LOS ANGELES REGIONAL FOOD BANK
    1734 E 41ST ST
    LOS ANGELES,CA90058
    NONE PUBLIC FOOD BANK 1,400
    MADD
    511 E JOHN CARPENTER FREE
    IRVING,TX75062
    NONE PUBLIC HEALTH & SOCIAL SERVICES 250
    MERCY SHIPS
    PO BOX 2020
    GARDEN VALLEY,TX75771
    NONE PUBLIC HUMAN SERVICES 500
    METROPOLITAN OPERA
    30 LINCOLN CENTER
    NEW YORK,NY10023
    NONE PUBLIC OPERA 1,000
    OASIS OF HOLLYWOOD
    2301 BELLEVIEW AVE SUITE
    LOS ANGELES,CA90026
    NONE PUBLIC YOUTH DEVELOPMENT 200
    ORINDA NETWORK FOR EDUCATION
    21 C ORDINA WAY 123
    ORINDA,CA94563
    NONE PUBLIC EDUCATION 4,000
    OXFAM AMERICA
    1101 17TH ST NW SUITE 13
    WASHINGTON,DC20036
    NONE PUBLIC INTERNATIONAL DEV & RELIEF 250
    OXFAM
    1101 17TH ST NW SUITE 13
    WASHINGTON,DC20036
    NONE PUBLIC INTERNATIONAL DEV & RELIEF 1,000
    OXFAM
    1101 17TH ST NW SUITE 13
    WASHINGTON,DC20036
    NONE PUBLIC INTERNATIONAL DEV & RELIEF 1,500
    PETER NOYES PTO
    280 OLD SUDBURY RD
    SUDBURY,MA01776
    NONE PUBLIC EDUCATION 1,500
    PFLAG PASADENA
    PO BOX 125
    ALTADENA,CA91003
    NONE PUBLIC LGBTQ RIGHTS 500
    PLANNED PARENTHOOD
    123 WILLIAM ST 10TH FLOO
    NEW YORK,NY10038
    NONE PUBLIC FAMILY PLANNING 3,000
    PLANNED PARENTHOOD
    123 WILLIAM ST 10TH FLOO
    NEW YORK,NY10038
    NONE PUBLIC FAMILY PLANNING 1,000
    PLANNED PARENTHOOD
    123 WILLIAM ST 10TH FLOO
    NEW YORK,NY10038
    NONE PUBLIC FAMILY PLANNING 500
    PRINCETON THEOLOGICAL SEMINARY
    64 MERCER ST
    PRINCETON,NJ08540
    NONE PUBLIC GRADUATE, PROFESSIONAL 100
    ROCK HILLS SCHOOLS EDUCATION FD
    PO BOX 12286
    ROCK HILL,SC29731
    NONE PUBLIC EDUCATION 1,000
    SALVATION ARMY
    PO BOX 269
    ALEXANDRIA,VA22313
    NONE PUBLIC FAMILY SERVICES 500
    SAVE THE CHILDREN
    501 KINGS HIGHWAY EAST S
    FAIRFIELD,CT06825
    NONE PUBLIC CHILDREN'S & YOUTH SERVICES 1,000
    SANDY HOOK PROMISE FOUNDATION
    PO BOX 3489
    NEWTON,CT06479
    NONE PUBLIC SAFETY EDUCATION 1,000
    SPCA HOUSTON
    7007 OLD KATY RD
    HOUSTON,TX77024
    NONE PUBLIC ANIMAL CARE 500
    STAR OF HOPE
    4848 LOOP CENTRAL DR STE
    HOUSTON,TX77081
    NONE PUBLIC HOUSING 1,000
    STARS LAKE AVE COMMUNITY FOUNDATION
    712 E VILLA ST
    PASADENA,CA91101
    NONE PUBLIC CHILDRENS & YOUTH SERVICES 500
    SUDBURY EDUCATION RESOURCE FUND
    PO BOX 891
    SUDBURY,MA01776
    NONE PUBLIC EDUCATION 4,000
    THE HUNTINGTON LIBRARY ART MUSEUM
    1151 OXFORD RD
    SAN MARINO,CA91108
    NONE PUBLIC ARTS & EDUCATION 900
    THE NATURE CONSERVANCY
    4245 FAIRFAX DR SUITE 10
    ARLINGTON,VA22203
    NONE PUBLIC NATURAL RES CONSERVATION 1,000
    THE NATURE CONSERVANCY
    4245 FAIRFAX DR SUITE 10
    ARLINGTON,VA22203
    NONE PUBLIC NATURAL RES CONSERVATION 250
    UNION RESCUE MISSION
    545 SAN PEDRO ST
    LOS ANGELES,CA90013
    NONE PUBLIC HOMELESS SERVICES 1,000
    UNION STATION PASADENA
    825 E ORANGE GROVE BLVD
    PASADENA,CA91104
    NONE PUBLIC HOMELESS SERVICES 1,500
    WALTER HOVING HOME
    PO BOX 194
    GARRISON,NY10524
    NONE PUBLIC GROUP HOME 350
    WELLESLEY COLLEGE
    106 CENTRAL ST
    WELLESLEY,MA02481
    NONE PUBLIC UNDERGRADUATE COLLEGE 10,000
    WILLIAMS COLLEGE
    75 PARK ST
    WILLIAMSTOWN,MA01267
    NONE PUBLIC ALUMNI FUND 500
    WORLD FOOD PROGRAM USA
    1725 I STREET NW STE 510
    WASHINGTON,DC20006
    NONE PUBLIC GENERAL SUPPORT 1,000
    WORLD RESOURCES INST
    10 G STREET NE STE 800
    WASHINGTON,DC20002
    NONE PUBLIC NATURE PRESERVATION 1,000
    WORLD RESOURCES INST
    10 G STREET NE STE 800
    WASHINGTON,DC20002
    NONE PUBLIC NATURE PRESERVATION 1,000
    WORLD VISION
    PO BOX 9716
    FEDERAL WAY,WA98063
    NONE PUBLIC INTERNATIONAL DEV & RELIEF 300
    WORLD WILDLIFE FUND
    1250 24TH ST NW
    WASHINGTON,DC20037
    NONE PUBLIC NATURAL RES CONSERVATION 400
    Total .................................bullet 3a 103,110
    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 9  
    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 ............
        14 116,353  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   156,624  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    156,624
    (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

    TY 2021 AccountingFeesSchedule
    Name:
    THE ROBERT E HANSEN
     
    FAMILY FOUNDATION
    EIN:
    76-0259279
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 1,325      

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

    TY 2021 GainLossSaleOtherAssetsSch
    Name:
    THE ROBERT E HANSEN
     
    FAMILY FOUNDATION
    EIN:
    76-0259279
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    SPDR GOLD MINISHARES TRUST 2020-05 PURCHASE 2021-09   33,648 31,665     1,983  
    SPDR S&P 500 ETF TRUST 2014-04 PURCHASE 2021-09   13,584 5,488     8,096  
    VANGUARD FTSE DEVELOPED MKTS 2019-02 PURCHASE 2021-09   797 599     198  
    VANGUARD FTSE EMERGING MKTS 2019-02 PURCHASE 2021-09   30,041 23,339     6,702  
    VANGUARD FTSE EMERGING MKTS 2019-02 PURCHASE 2021-09   81,066 65,103     15,963  
    VANGUARD GROWTH ETF 2014-04 PURCHASE 2021-09   92,271 27,240     65,031  
    VANGUARD SM CAP VALUE ETF 2019-02 PURCHASE 2021-09   10,542 7,799     2,743  
    VANGUARD VALUE ETF INDEX 2014-04 PURCHASE 2021-09   45,504 24,508     20,996  
    VANGUARD VALUE ETF INDEX 2019-02 PURCHASE 2021-09   1,422 1,063     359  
    VANGUARD INDUSTRIAL ETF 2020-09 PURCHASE 2022-02   39,244 30,547     8,697  
    ISHARES MSCI INDIA ETF 2021-03 PURCHASE 2022-03   32,383 31,541     842  
    VANGUARD GROWTH ETF 2014-04 PURCHASE 2022-03   22,198 6,810     15,388  
    VANGUARD SM CAP GROWTH ETF 2014-04 PURCHASE 2022-03   512 237     275  
    VANGUARD SM CAP VALUE ETF 2019-02 PURCHASE 2022-03   6,328 4,550     1,778  
    BLACKROCK EVENT DRIVEN EQ INST 2021-07 PURCHASE 2022-03   707 704     3  
    BLACKROCK EVENT DRIVEN EQ INST 2021-07 PURCHASE 2022-03   189 188     1  
    BLACKROCK EVENT DRIVEN EQ INST 2021-07 PURCHASE 2022-03   183 183        
    BLACKROCK EVENT DRIVEN EQ INST 2021-09 PURCHASE 2022-03   1,216 1,204     12  
    BNY MELLON GLV REAL RETURN I 2021-09 PURCHASE 2022-03   250 264     -14  
    CALAMOS MARKET NEUTRAL INC I 2021-06 PURCHASE 2022-03   54 53     1  
    CALAMOS MARKET NEUTRAL INC I 2021-09 PURCHASE 2022-03   1,944 1,940     4  
    CALAMOS MARKET NEUTRAL INC I 2021-09 PURCHASE 2022-03   42 42        
    CALAMOS MARKET NEUTRAL INC I 2021-12 PURCHASE 2022-03   41 41        
    CALAMOS MARKET NEUTRAL INC I 2021-12 PURCHASE 2022-03   7 7        
    CATALYST MILLBURN HGD STRAT I 2021-09 PURCHASE 2022-03   5,198 4,876     322  
    ISHARES MSCI INDIA ETF 2021-09 PURCHASE 2022-03   28,834 31,958     -3,124  
    JP MORGAN HEDGED EQUITY 3 I 2021-09 PURCHASE 2022-03   2,077 2,072     5  
    JP MORGAN HEDGED EQUITY 3 I 2021-12 PURCHASE 2022-03   74 76     -2  
    JP MORGAN HEDGED EQUITY 3 I 2021-12 PURCHASE 2022-03   6 6        
    JP MORGAN HEDGED EQUITY 3 I 2022-03 PURCHASE 2022-03   46 46        
    PROSHARES TR S&P 500 DV ARTIST 2021-09 PURCHASE 2022-03   4,323 4,251     72  
    VANGUARD SM CAP GROWTH ETF 2021-09 PURCHASE 2022-03   19,961 23,170     -3,209  
    ISHARES INC MSCI EMRG MKT ETF 2021-09 PURCHASE 2022-06   64,122 81,076     -16,954  
    SPDR BLOOMBERG 1-3 MO T-BILL 2022-03 PURCHASE 2022-06   32,362 32,363     -1  
    JP MORGAN BETABUILDERS MSCI US 2022-02 PURCHASE 2022-07   35,700 39,332     -3,632  
    JP MORGAN BETABUILDERS MSCI US 2022-03 PURCHASE 2022-07   9,154 10,861     -1,707  
    JP MORGAN HEDGED EQUITY 3 I 2021-09 PURCHASE 2022-07   36,895 41,396     -4,501  
    JP MORGAN HEDGED EQUITY 3 I 2021-09 PURCHASE 2022-07   39 43     -4  
    JP MORGAN HEDGED EQUITY 3 I 2022-06 PURCHASE 2022-07   84 84        

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE ROBERT E HANSEN
     
    FAMILY FOUNDATION
    EIN:
    76-0259279
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BLACKROCK EVENT DRIVEN EQ INST 38,498 41,154
    BNY MELLON GLB REAL RETURN 38,448 40,146
    CALAMOS MARKET NEUTRAL INC 37,413 39,794
    CATALYST MILLBURN HGD STRAT I 39,010 40,478
    GOLDMAN SACHS ACCESS TRE 36,723 36,756
    ISHARES MSCI INDIA ETF    
    PROSHARES TR S&P 500 DIV ARIST 91,782 93,028
    SPDR BLOOMBERG 1-3 MO T-B 76,899 76,994
    SPDR GOLD MINISHARES TRUST    
    SPDR S&P 500 ETF TRUST 27,624 59,672
    VANGUARD FTSE DEV MKTS 354,291 381,902
    VANGUARD FTSE EMERG MKTS    
    VANGUARD GROWTH ETF 158,882 369,332
    VANGUARD INDUSTRIAL ETF    
    VANGUARD SM CAP GROWTH ETF 36,826 66,818
    VANGUARD SM CAP VALUE ETF 65,191 101,133
    VANGUARD VALUE ETF INDEX 261,153 436,882

    TY 2021 OtherAssetsSchedule
    Name:
    THE ROBERT E HANSEN
     
    FAMILY FOUNDATION
    EIN:
    76-0259279
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PREPAID EXCISE TAX 240 330 330
    ROUNDING   -1 -1


    TY 2021 OtherDecreasesSchedule
    Name:
    THE ROBERT E HANSEN
     
    FAMILY FOUNDATION
    EIN:
    76-0259279
    Description Amount
    PRIOR YEAR EXCISE TAX 35
    BASIS ADJUSTMENTS 236


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE ROBERT E HANSEN
     
    FAMILY FOUNDATION
    EIN:
    76-0259279
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MGMT FEES 10,004 10,004 10,004