Gerald B Hauser Foundation

990PF • Fiscal year 2013 • EIN 45-5106111

Jan 01, 2013 to Dec 31, 2013 • Filed on May 13, 2014

Organization Profile

400 Stonehaven DriveFayetteville, GA 30215

(256) 759-3522

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

82%

Higher net margin than 95% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

40%

Faster asset growth than 92% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet

Liabilities / Assets27th percentile

Assets

$2,075,584

Up $591,710 (+40%) from 2012

Net Assets

$2,075,584

Up $591,710 (+40%) from 2012

Liabilities

Up $1 from 2012

Revenue And Expenses

Liabilities / Revenue30th percentile Net Margin95th percentile

Revenue

$722,457

No earlier filing loaded for comparison.

Expenses

$130,747

Up $130,597 (+87065%) from 2012

Net Income

$591,710

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2013

Assets$2,075,584

Liabilities$1

Net Assets$2,075,584

Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2013

Revenue$722,457

Expenses$130,747

Net Income$591,710

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: May 13, 2014
Return Version: 2013v3.1

Compensation and Service Providers

Top Officer Pay46th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
GERALD B HAUSER	Trustee	-	$0	-	-
ROBERT HAUSER JR	Trustee	-	$0	-	-
ANN BRENNAN HAUSER	Trustee	-	$0	-	-

Filing and Contact Details

Filer

EIN: 45-5106111

Signing Officer

Name: Robert Hauser Jr
Title: Trustee
Phone: 2567593522
Signed: 2014-05-13
Discuss with paid preparer: Yes

Preparer

Preparer: Charles J Fink
Phone: 4144536600

Raw XML Appendix338 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
CompensationExplanation/CompensationExplanationGrp/PersonNm	0	GERALD B HAUSER
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt	0	TRUSTEE IS NOT COMPENSATED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt	0	0
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt	1	0
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	0	2012-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	0	HEINZ H J CO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	1	HEINZ H J CO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	0	13451
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	1	168149
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	0	17183
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	1	629880
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	0	DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	1	DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt	0	0
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt	1	0
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	0	2013-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	1	2013-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	0	3732
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	1	461731
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	0	AMER CENTURY INFL ADJ BND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	0	124528
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	0	111407
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	119827
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	1	36793
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	2	6041
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	3	2600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	4	7728
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	5	24662
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	6	454561
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	7	259835
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	8	95688
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	9	76181
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	10	155837
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	11	51250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	13477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	1	167879
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	2	20528
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	3	10320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	4	10801
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	5	13394
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	6	401975
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	7	266222
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	8	89999
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	9	72934
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	10	128480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	11	39167
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	AMERICAN INTL GP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	ASHLAND INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	2	KB HOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	3	TECH DATA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	4	VALEANT PHARMACEUTICALS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	5	COLUMBIA LARGE CORE FND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	6	FIDELITY FUND INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	7	JOHN HANCOCK REG BANK FND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	8	LEGG MASON CLEARBRIDGE LG CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	9	NEUBERGER BERMAN GUARDIAN FND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	10	PRUDENTIAL JENNISON UTILITY FN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	11	WELLS FARGO OMEGA GROWTH
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc	0	LTCG ON MUTUAL FUNDS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt	0	53192
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	75544
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	19605
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	128000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	128000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	181600
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt	0	22352
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	22352
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	22352
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	591710
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	647063
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	465463
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	72647
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt	0	53042
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	53042
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt	0	1722
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	1722
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	1722
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt	0	1025
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	1025
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt	0	2747
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	128000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	2747
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	130747
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	75394
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	722457
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt	0	2747
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	2747
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	2747
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	591710
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	78315
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	78315
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	78315
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	79041
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	726
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	726
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	520
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	206
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	520
IRS990PF/FMVAssetsEOYAmt	0	2006636
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	1235176
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	1483874
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	132270
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	2075584
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	2006636
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	1483874
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	1483874
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	2075584
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	1604894
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	396161
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	1208733
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	24073
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	79041
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	1580821
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	1604894
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	0.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	GERALD B HAUSER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	ROBERT HAUSER JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	ANN BRENNAN HAUSER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	2	400 STONEHAVEN DRIVE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	2	30215
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt	0	0
IRS990PF/Organization501c3ExemptPFInd	0	X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt	0	58000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.050711
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.050711
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	1580821
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	1143742
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.050711
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	128000
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IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	128000
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt	1	11A
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	0	ALL INCOME GENERATED FROM INVESTMENTS IS USED TO SUPPORT CATHOLIC CHARITIES
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	1	ALL INCOME GENERATED FROM INVESTMENTS IS USED TO SUPPORT CATHOLIC CHARITIES
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	ROBERT HAUSER JR
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1	0	400 STONEHAVEN DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City	0	FAYETTEVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State	0	GA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode	0	30215
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	2567593522
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	IN WRITING
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	ROBERT HAUSER JR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	2567593522
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1	0	400 STONEHAVEN DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City	0	FAYETTEVILLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State	0	GA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode	0	30215
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	GRANTS ARE AWARDED TO SISTERS OF THE DIVINE SAVIOR, ST JOHNS CATHOLIC CHURCH, ST BENEDICT THE MOOR, ST VINCENT DEPAUL SOCIETY OF MILWAUKEE, ARCHDIOCESE OF MILWAUKEE AND OTHER CATHOLIC CHARITIES DEEMED APPROPRIATE BY THE TRUSTEES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	CONTINUOUS
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	GERALD HAUSER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	128000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SUPPORT OF CATHOLIC CHAIRITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	0	VARIOUS US CITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	0	MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	0	WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	0	53202
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	128000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	71315
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	56685
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	78315
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	128000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	7000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	56685
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	0
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	1	0
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	LT CAPITAL GAINS FROM INVEST
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	ST CAPITAL GAINS FROM INVEST
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	49454
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	1	3588
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	49454
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	3588
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	1	1280
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	2	292
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	1280
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	2	292
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	UBS FIN SVC ACCT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	ACCOUNTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	2	LEGAL
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	1	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	2	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	1280
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	2	292
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm	0	GERALD B HAUSER
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1	0	21025 GEORGE HUNT CIRCLE APT 1
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/City	0	WAUKESHA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/State	0	WI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCode	0	53186
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	505
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	1	520
TaxesSchedule/TaxesDetail/Amt	0	505
TaxesSchedule/TaxesDetail/Amt	1	520
TaxesSchedule/TaxesDetail/CategoryTxt	0	FED TAXES FOR 2012
TaxesSchedule/TaxesDetail/CategoryTxt	1	FED EST TAXES FOR 2013
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	505
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	520
ReturnHeader/BuildTS	0	2015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ROBERT HAUSER JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2567593522
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	GERALD B HAUSER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	GERA
ReturnHeader/Filer/EIN	0	455106111
ReturnHeader/Filer/USAddress/AddressLine1	0	400 STONEHAVEN DRIVE
ReturnHeader/Filer/USAddress/City	0	FAYETTEVILLE
ReturnHeader/Filer/USAddress/State	0	GA
ReturnHeader/Filer/USAddress/ZIPCode	0	30215
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	391440132
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	CHARLES J FINK SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	1355 S 100th Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	West Allis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	53214
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4144536600
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	CHARLES J FINK
ReturnHeader/ReturnTs	0	2014-05-14T08:59:16-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $2,075,584
Liabilities: $1
Net assets: $2,075,584
Revenue: $722,457
Expenses: $130,747
Net income: $591,710

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.64	$0.00	$1.64	$0.08	$0.15	$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.71	$0.00	$1.71	$0.09	$0.15	$0.06
2022Detailed filing. Detailed filing data is available for this year.	$1.77	$0.00	$1.77	$0.04	$0.13	$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.86	$0.00	$1.86	$0.13	$0.15	$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.89	$0.00	$1.89	$0.01	$0.12	$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.00	$0.00	$2.00	$0.04	$0.12	$0.08
2018Detailed filing. Detailed filing data is available for this year.	$2.08	$0.00	$2.08	$0.06	$0.08	$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.10	$0.00	$2.10	$0.08	$0.08	$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.11	$0.00	$2.11	$0.07	$0.08	$0.01
2015Detailed filing. Detailed filing data is available for this year.	$2.11	$0.00	$2.11	$0.07	$0.04	$0.03
2014Detailed filing. Detailed filing data is available for this year.	$2.08	$0.00	$2.08	$0.11	$0.10	$0.01
2013Detailed filing. Detailed filing data is available for this year.	$2.08	$0.00	$2.08	$0.72	$0.13	$0.59
2012Detailed filing. Detailed filing data is available for this year.	$1.48	$0.00	$1.48		$0.00