2025-10-08T08:01:27-05:00 2025-05-31 346565596 ERNST & YOUNG US LLP 155 N WACKER DRIVE CHICAGO IL 60606 990 2024-06-01 366196749 TUW PETER HANSEN HANS 3126306000 THE NORTHERN TRUST COMPANY PO BOX CHICAGO IL 60680 THE NORTHERN TRUST COMPANY OFFICER 3126306000 2025-08-20 true true JASON BELOT P00183464 3128792000 2025-08-20 2024 2025-03-06 01:10:19Z SAME AS 'C' ABOVE 552466 false X N/A X 1968 IL TO SUPPORT THE ORGANIZATIONS LISTED IN SCHEDULE A, PART I 1 0 0 0 0 0 0 57971 106508 111 0 58082 106508 106972 98459 0 27290 29677 0 0 6461 5053 140723 133189 -82641 -26681 2168285 2141488 0 0 2168285 2141488 TO SUPPORT THE ORGANIZATIONS LISTED IN SCHEDULE A, PART I false false 15089 12307 GRANT PAID TO SUPPORT ORGANIZATION - DANISH OLD PEOPLE'S HOME 52814 43076 GRANT PAID TO SUPPORT ORGANIZATION - SALVATION ARMY CHICAGO METROPOLITAN 52814 43076 GRANT PAID TO SUPPORT ORGANIZATION - AMERICAN RED CROSS 120717 true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false true 0 0 true 0 false false false false false false false false false true false false false false X 1 0 false false false false false false false true false false false true true true true false true false false false IL X X NORTHERN TRUST COMPANY 3126306000 PO BOX 803878 CHICAGO IL 60680 THE NORTHERN TRUST COMPANY TRUSTEE 40.0 0.0 X 31882 0 0 31882 0 0 false false false 69928 69928 482538 445958 36580 36580 36580 SECTION 897 CAPITAL GAIN 106508 106508 98459 98459 29677 22258 7419 1750 1750 2205 2205 IL ATTORNEY GENERAL 15 15 FOREIGN TAXES 966 966 CLASS ACTION FILING FEE 11 11 ADR FEES 106 106 133189 120717 12472 0 -6387 13575 2174672 2127913 2168285 2141488 0 0 X 2168285 2141488 2168285 2141488 2168285 2141488 X -26681 -116 X false false false X X 3 DANISH OLD PEOPLE'S HOME 362181996 3 true 12307 0 SALVATION ARMY CHICAGO METROPOLITAN 362167910 1 true 43076 0 AMERICAN RED CROSS 530196605 7 true 43076 0 3 98459 0 true false false false false false false false false false false true false false false false true false true X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION D, LINE 2 & 3 LINES 2 AND 3 OF SECTION D PART IV OF THIS SCHEDULE A ARE DESIGNED TO ELICIT CONFIRMATION THAT THE SUPPORTING ORGANIZATION SATISFIES THE TWO ELEMENTS OF THE "RESPONSIVENESS TEST," i.e., THAT THE TRUSTEES OF THE SUPPORTING ORGANIZATION AND ITS SUPPORTED CHARITY(IES) HAVE A CLOSE AND CONTINUOUS RELATIONSHIP (TREASURY REGULATION SECTION 1.509(a)-4(i)(3)(ii)), AND THAT, AS A RESULT OF THAT RELATIONSHIP, PART IV, SECTION D, LINE 2 & 3 CONT'D THE SUPPORTED CHARITY(IES) HAVE A SIGNIFICANT VOICE IN THE OPERATION OF THE SUPPORTING ORGANIZATION (TREASURY REGULATION SECTION 1.509(a)-4(i)(3)(iii)). PART IV, SECTION D, LINE 2 & 3 CONT'D WE BELIEVE THIS ORGANIZATION MEETS THE RESPONSIVENESS TEST DESCRIBED UNDER TREASURY REGULATION SECTION 1.509(a)-4(i)(3). THE PETER HANSEN TRUST (THE TRUST) IS A SUPPORTING ORGANIZATION DESCRIBED IN IRC SECTION 501(c)(3). IT IS A TRUST AND WAS CREATED IN 1962 UNDER THE LAST WILL AND TESTAMENT OF PETER HANSEN (WHO DIED IN 1968) FOR THE BENFIT OF THE AMERICAN RED CROSS, SALVATION ARMY, AND DANISH OLD PART IV, SECTION D, LINE 2 & 3 CONT'D PEOPLE'S HOME, ALL ARE CHARITABLE INSTITUTIONS DESCRIBED IN SECTION 509(a)(1), IN PERPETUITY. ALL OF THE NET INCOME IS DISTRIBUTED AS FOLLOWS: 43.75% TO THE AMERICAN RED CROSS, 43.75% TO THE SALVATION ARMY, AND 12.5% TO THE DANISH OLD PEOPLE'S HOME EVERY YEAR TO BE USED AS THEY SEE FIT. THE NORTHERN TRUST COMPANY ("TRUSTEE"), A BANK, IS THE SOLE SUCCESSOR TRUSTEE OF THE TRUST. PART IV, SECTION D, LINE 2 & 3 CONT'D THE TRUSTEE PERIODICALLY MEETS WITH REPRESENTATIVES OF THE THREE CHARITIES VIA A TELEPHONE CONFERENCE TO DISCUSS THE TRUST'S INVESTMENT PERFORMANCE AND POLICIES. THE REPRESENTATIVES OF THE THREE CHARITIES ARE GIVEN THE OPPORTUNITY TO ASK QUESTIONS REGARDING THE INVESTMENTS AND DISTRIBUTIONS. THE TERMS OF THE DISTRIBUTIONS ARE DETERMINED BY THE TRUST DOCUMENT. NORTHERN TRUST PROVIDES THE PART IV, SECTION D, LINE 2 & 3 CONT'D THREE CHARITIES WITH QUARTERLY INVESTMENT STATEMENTS AND PERFORMANCE REPORTS AND THE INFORMATION REQUIRED UNDER TREASURY REGULATION SECTION 1.509(a)-4(i)(2). PART V THE PETER HANSEN TRUST (THE TRUST) FULFILLS THE INTEGRAL PART TEST OF TREASURY REGULATION SECTION 1.509(a)-4(i)(5)(i)(B), WHICH PROVIDES THAT CERTAIN OLD SUPPORTING ORGANIZATIONS THAT MEET THE REQUIREMENTS OF TREASURY REGULATION SECTION 1.509(a)-4(i)(9), ARE NOT REQUIRED TO MEET EITHER THE DISTRIBUTION REQUIREMENT OR THE ATTENTIVENESS REQUIREMENT. THE TRUST WAS CREATED IN 1962 AND IRREVOCABLE IN 1968 PART V CONT'D AND HAS BEEN DEDICATED TO MAKING DISTRIBUTIONS OF ALL OF ITS NET INCOME SPLIT BETWEEN THE AMERICAN RED CROSS (43.75%), THE SALVATION ARMY (43.75%), AND THE DANISH OLD PEOPLES HOME, ALL CHARITABLE ORGANIZATIONS DESCRIBED UNDER IRC SECTION 509(a)(1) IN PERPETUITY.. PART V CONT'D FOR THIS REASON, THE TRUST MEETS THE FIVE REQUIREMENTS OF TREASURY REGULAION SECTION 1.509(a)-4(i)(9): 1. THE TRUST IS WHOLLY CHARITABLE AND BENEFITS ONLY A QUALIFIEED CHARITY AND WOULD HAVE QUALIFIED FOR AN ESTATE TAX CHARITABLE DEDUCTION. 2. THE TRUST WAS CREATED AND IRREVCABLE IN 1968, PRIOR TO NOVEMBER 20, 1970. 3. THE TRUST MUST DISTRIBUTE ALL NET INCOME TO THE 3 CHARITIES ANNUALLY. PART V CONT'D 4. THE TRUSTEE DOES NOT HAVE DISCRETION TO CHOOSE ANOTHER SUPPORTED CHARITY. THE AMOUNTS DISTRIBUTED TO THE CHARITY ARE FIXED AND NOT SUBJECT TO FIDUCIARY DISCRETION. 5. NORTHERN IS THE SOLE SUCCESSOR TRUSTEE OF THE TRUST AND IS NOT A DISQUALIFIED PERSON WITHIN THE MEANING OF CODE SECTION 4946(a) (OTHER THAN BY VIRTUE OF ITS STATUS AS A TRUSTEE). true DANISH OLD PEOPLE'S HOME 5656 NORTH NEWCASTLE CHICAGO IL 60631 362181996 501(c)(3) 12307 GENERAL SUPPORT SALVATION ARMY CHICAGO METROPOLITAN 10 W ALGONQUIN RD DES PLAINES IL 600166000 362167910 501(C)(3) 43076 GENERAL SUPPORT AMERICAN RED CROSS 2025 E ST NW FL 9 WASHINGTON DC 200065009 530196605 501(C)(3) 43076 GENERAL SUPPORT EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 MEETING AT LEAST ANNUALLY WITH SUPPORTED ORGANIZATIONS EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b NOT APPLICABLE FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW A COPY OF FORM 990 IS SENT TO THE TRUSTEE FOR REVIEW AND COMMENTS EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c ANNUAL ACKNOWLEDGEMENT BY TRUSTEE FORM 990, PAGE 6, PART VI, LINE 19 AVAILABLE UPON REQUEST EXPLANATION FOR FORM 990, PART XI, LINE 9 2023 TRANSACTIONS POSTED IN 2024 $88; 2024 TRANSACTIONS POSTED IN 2025 $(141); COST BASIS ADJUSTMENT $(63) SALVATION ARMY CHICAGO METROPOLITAN 10 W ALGONQUIN RD DES PLAINES IL 600166000 362167910 CHURCH IL 501(c)(3) 1 N/A false AMERICAN RED CROSS 2025 E ST NW FL 9 WASHINGTON DC 200065009 530196605 HUMANITARIAN AID DC 501(c)(3) N/A false DANISH OLD PEOPLE'S HOME 5656 NORTH NEWCASTLE CHICAGO IL 60631 362181996 HOSPITAL IL 501(c)(3) 3 N/A false false true false false false false false false false false false false false false false false false false false