GENDELL FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GENDELL FAMILY FOUNDATION INC (EIN 20-4759507)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-18
- IRS object ID
- 202431099349100708
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-18T09:13:11-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204759507 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Gendell Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | GEND | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID B GENDELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-04-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID B | PersonFirstNm |
| Person Last | GENDELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,460,327 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $152 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $152 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,596 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,596 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,006 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $62,674 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42,006 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $70,754 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $70,754 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $779 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $10,554 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $10,554 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,333 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,554 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $110,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $110,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $121,533 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $120,754 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$50,779 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $70,754 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $57,055 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,944 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,944 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $702,657 | CorporateStockBOYAmt |
| Corporate Stock EOY | $681,989 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,433,383 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $759,712 | TotalAssetsBOYAmt |
| Total Assets EOY | $708,933 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,460,327 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $759,712 | RetainedEarningBOYAmt |
| Retained Earning EOY | $708,933 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $759,712 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $708,933 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $759,712 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $708,933 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $759,712 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$50,779 | ExcessRevenueOverExpensesAmt |
| Subtotal | $708,933 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $708,933 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $62,674 | GrossSalesPriceAmt |
| Cost Or Other Basis | $20,668 | CostOrOtherBasisAmt |
| Gain Or Loss | $42,006 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $42,006 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42,006 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $983 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $983 | SubtotalAmt |
| Tax Based On Investment Income | $983 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $483 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Bradley H Gendell | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP, Dir | 1.0 | $0 | $0 | $0 |
| Carin G Gendell | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| David B Gendell | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, Pres | 1.0 | $0 | $0 | $0 |
| Jeffrey L Gendell | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP, Dir | 1.0 | $0 | $0 | $0 |
| Marc S Gendell | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP, Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,368,472 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,806 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,411,278 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,411,278 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,169 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,390,109 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $69,505 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $69,505 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $983 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $983 | TotalTaxAmt |
| Distributable Before Adj | $68,522 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $68,522 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $68,522 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $120,754 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $120,754 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $68,522 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $54,055 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Qualifying Distributions | $120,754 | QualifyingDistributionsAmt |
| Applied To Year1 | $54,055 | AppliedToYear1Amt |
| Applied To Current Year | $66,699 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,823 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A BETTER CHANCE OF WESTPORT INC | |||||||
| 134 N AVE | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $250 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC | |||||||
| PO BOX 4124 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $2,500 |
| AMERICAN LAB RESCUE INC | |||||||
| 29 CHARDONNAY LN | TOLLAND | CT | 06084 | N/A | PC | General & Unrestricted | $100 |
| AMERICAN SOCIETY FOR YAD VASHEM INC | |||||||
| 500 5TH AVE FL 42 | NEW YORK | NY | 10110 | N/A | PC | General & Unrestricted | $250 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 3RD AVE | NEW YORK | NY | 10158 | N/A | PC | General & Unrestricted | $1,000 |
| BAGEL RESCUE INC | |||||||
| 1227 DUNWOODY LN NE | BROOKHAVEN | GA | 30319 | N/A | PC | General & Unrestricted | $500 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | N/A | PC | General & Unrestricted | $1,000 |
| Boys and Girls Club of Greenwich | |||||||
| 4 HORSENECK LN | Greenwich | CT | 06830 | N/A | PC | General & Unrestricted | $500 |
| BROOKLYN PUBLIC LIBRARY | |||||||
| 1 GRAND ARMY PLZ | BROOKLYN | NY | 11238 | N/A | PC | General & Unrestricted | $500 |
| BURGE BIRD RESCUE | |||||||
| 13833 S US HWY 71 | GRANDVIEW | MO | 64030 | N/A | PC | General & Unrestricted | $250 |
| CHABAD TERROR VICTIMS PROJECT INC | |||||||
| 478 ALBANY AVE 136 | BROOKLYN | NY | 11203 | N/A | PC | General & Unrestricted | $250 |
| CINCINNATI REDS COMMUNITY FUND | |||||||
| 100 MAIN ST | CINCINNATI | OH | 45202 | N/A | PC | Funds for the refurbishment of the Gendell Family Field at the Reds Youth Academy | $50,000 |
| CINCINNATI REDS COMMUNITY FUND | |||||||
| 100 MAIN ST | CINCINNATI | OH | 45202 | N/A | PC | Charitable Event | $1,000 |
| COALITION FOR THE HOMELESS INC | |||||||
| 129 FULTON ST | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $500 |
| COMMUNITY HOSPICE OF NORTHEAST FLORIDA INC | |||||||
| 4266 SUNBEAM RD | JACKSONVILLE | FL | 32257 | N/A | PC | General & Unrestricted | $500 |
| CONGREGATION BETH SHALOM | |||||||
| 772 W 5TH AVE | NAPERVILLE | IL | 60563 | N/A | PC | General & Unrestricted | $250 |
| CROSSROADS COMMUNITY MINISTRIES INC | |||||||
| 420 COURTLAND ST NE | ATLANTA | GA | 30308 | N/A | PC | Funds for Clyde's Kitchen | $2,500 |
| CROSSROADS SCHOOL FOR ARTS AND SCIENCES | |||||||
| 1714 21ST ST | SANTA MONICA | CA | 90404 | N/A | PC | Annual Giving Fund | $1,000 |
| FAMILY CENTERS INC | |||||||
| 40 ARCH ST | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $500 |
| FRIENDS OF NATHANIEL WITHERELL INC | |||||||
| 70 PARSONAGE RD | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $500 |
| GIRL SCOUT COUNCIL OF THE NATION'S CAPITAL | |||||||
| 4301 CONNECTICUT AVE NW STE M2 | WASHINGTON | DC | 20008 | N/A | PC | Con Corazon/With Heart Endowment Fund | $500 |
| GIRL SCOUTS OF CONNECTICUT INC | |||||||
| 340 WASHINGTON ST | HARTFORD | CT | 06106 | N/A | PC | Charitable Event | $2,500 |
| GIRLS ON THE RUN OF ATLANTA INC | |||||||
| 1904 MONROE DR NE STE 135 | ATLANTA | GA | 30324 | N/A | PC | Charitable Event | $250 |
| GREENWICH ACADEMY INC | |||||||
| 200 N MAPLE AVE | GREENWICH | CT | 06830 | N/A | PC | Annual Fund 2022-2023 | $2,500 |
| GREENWICH ADULT DAY CARE INC | |||||||
| 125 RIVER RD EXT | COS COB | CT | 06807 | N/A | PC | General & Unrestricted | $500 |
| GREENWICH CENTER FOR HOPE & RENEWAL INC | |||||||
| 237 TACONIC RD | GREENWICH | CT | 06831 | N/A | PC | General & Unrestricted | $250 |
| GREENWICH COUNTRY DAY SCHOOL INC | |||||||
| OLD CHURCH RD BOX 623 | GREENWICH | CT | 06836 | N/A | PC | 2023-2024 Annual Fund | $2,500 |
| GREENWICH EMERGENCY MEDICAL SERVICE INCORPORATED | |||||||
| 1111 E PUTNAM AVE | RIVERSIDE | CT | 06878 | N/A | PC | General & Unrestricted | $500 |
| GREENWICH TREE CONSERVANCY INC | |||||||
| PO BOX 4215 | GREENWICH | CT | 06831 | N/A | PC | General & Unrestricted | $250 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 800 8TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | Funds to Fight Antisemitism on Campus | $700 |
| HOMES WITH HOPE INC | |||||||
| PO BOX 631 | WESTPORT | CT | 06881 | N/A | PC | General & Unrestricted | $500 |
| IKAR | |||||||
| 1737 S LA CIENEGA BLVD | LOS ANGELES | CA | 90035 | N/A | PC | General & Unrestricted | $5,000 |
| IN THE CITY CAMP INC | |||||||
| 2897 N DRUID HILLS ROAD 344 | ATLANTA | GA | 30329 | N/A | PC | General & Unrestricted | $250 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PC | General & Unrestricted | $500 |
| ISRAAID US INC | |||||||
| PO BOX 61227 | PALO ALTO | CA | 94306 | N/A | PC | General & Unrestricted | $1,200 |
| JEWISH COUNCIL FOR PUBLIC AFFAIRS | |||||||
| 25 BROADWAY | NEW YORK | NY | 10004 | N/A | PC | Resetting the Table Fund | $1,800 |
| JEWISH FAMILY & CAREER SERVICES INC | |||||||
| 4549 CHAMBLEE DUNWOODY RD | ATLANTA | GA | 30338 | N/A | PC | General & Unrestricted | $750 |
| JEWISH FAMILY SERVICES OF GREENWICH INC | |||||||
| ONE HOLLY HILL LN | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $1,000 |
| JEWISH UNITED FUND OF METROPOLITAN CHICAGO | |||||||
| BEN GURION WAY 30 S WELLS ST | CHICAGO | IL | 60606 | N/A | PC | General & Unrestricted | $250 |
| JOE BURROW FOUNDATION | |||||||
| 7961 FLOYD DR | THE PLAINS | OH | 45780 | N/A | PC | General & Unrestricted | $750 |
| KHALIQ MELLE SANDA FOUNDATION | |||||||
| 12552 CRICK HOLLOW CT | OKLAHOMA CITY | OK | 73170 | N/A | PC | General & Unrestricted | $1,000 |
| MAGNOLIA TREE EARTH CENTER OF BEDFORD STUYVESANT I | |||||||
| 677 LAFAYETTE AVE | BROOKLYN | NY | 11216 | N/A | PC | General & Unrestricted | $200 |
| MARCUS JEWISH COMMUNITY CENTER OF ATLANTA INC | |||||||
| 5342 TILLY MILL RD | ATLANTA | GA | 30338 | N/A | PC | MJCCA J Ball for All Tournament Scholarship Fund | $1,000 |
| MARSHALL LEGACY INSTITUTE | |||||||
| 2425 WILSON BLVD STE 240 | ARLINGTON | VA | 22201 | N/A | PC | General & Unrestricted | $250 |
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $850 |
| MOST VALUABLE KIDS INC | |||||||
| 4623 WESLEY AVE F | CINCINNATI | OH | 45212 | N/A | PC | General & Unrestricted | $250 |
| MUDDY PAWS RESCUE | |||||||
| 821 9TH AVE FRNT 1 | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $100 |
| NEIGHBOR TO NEIGHBOR INC | |||||||
| 248 E PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $1,000 |
| NEIGHBORHOOD STUDIOS OF FAIRFIELD COUNTY INC | |||||||
| 150 ELM ST | BRIDGEPORT | CT | 06604 | N/A | PC | General & Unrestricted | $250 |
| NEW YORK COMMON PANTRY | |||||||
| 8 E 109TH ST | NEW YORK | NY | 10029 | N/A | PC | General & Unrestricted | $250 |
| PALESTINE CHILDRENS RELIEF FUND | |||||||
| 360 E 2ND ST STE 710 | LOS ANGELES | CA | 90012 | N/A | PC | General & Unrestricted | $800 |
| PARAMOUNT ARTS CENTRE INC | |||||||
| 8 E GALENA 230 | AURORA | IL | 60506 | N/A | PC | General & Unrestricted | $250 |
| POSITIVE DIRECTIONS-THE CENTER FOR PREVENTION AND | |||||||
| 90 POST ROAD W | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $500 |
| RETAKEOUT | |||||||
| 1797 N AKIN DR NE | ATLANTA | GA | 30345 | N/A | PC | General & Unrestricted | $500 |
| SANDY HOOK PROMISE FOUNDATION | |||||||
| 5 COMMERCE RD UNIT 3489 | NEWTOWN | CT | 06470 | N/A | PC | General & Unrestricted | $250 |
| SAVE THE CHILDREN FEDERATION INC | |||||||
| 501 KINGS HWY EAST STE 400 | FAIRFIELD | CT | 06825 | N/A | PC | General & Unrestricted | $450 |
| SECURE COMMUNITY NETWORK INC | |||||||
| 350 W HUBBARD ST STE 470 | CHICAGO | IL | 60654 | N/A | PC | General & Unrestricted | $250 |
| SEED OF GEORGIA | |||||||
| 2901 WESLEY CHAPEL RD | DECATUR | GA | 30034 | N/A | PC | General & Unrestricted | $200 |
| SERGE GLOBAL INC | |||||||
| PO BOX 96900 | WASHINGTON | DC | 20090 | N/A | PC | To purchase medical supplies for the Bundibugyo, Uganda Mission led by Scott and Jennifer Myhre | $2,500 |
| SHERIFFS MEADOW FOUNDATION | |||||||
| PO BOX 1088 | VINEYARD HAVEN | MA | 02568 | N/A | PC | General & Unrestricted | $500 |
| SIGMA ALPHA EPSILON FOUNDATION | |||||||
| 1856 SHERIDAN RD | EVANSTON | IL | 60201 | N/A | PC | Ohio Tau - Miami University Scholarship Fund | $500 |
| SKIDMORE COLLEGE | |||||||
| 815 N BROADWAY | SARATOGA SPGS | NY | 12866 | N/A | PC | General & Unrestricted | $500 |
| THE SEEING EYE INC | |||||||
| PO BOX 375 | MORRISTOWN | NJ | 07963 | N/A | PC | General & Unrestricted | $500 |
| THE TREVOR PROJECT INC | |||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | N/A | PC | General & Unrestricted | $300 |
| THE V FOUNDATION | |||||||
| 14600 WESTON PKWY | CARY | NC | 27513 | N/A | PC | General & Unrestricted | $250 |
| UJA FEDERATION OF GREENWICH | |||||||
| ONE HOLLY HILL LN | GREENWICH | CT | 06830 | N/A | PC | Israel Emergency Fund | $1,800 |
| UJA FEDERATION OF GREENWICH | |||||||
| ONE HOLLY HILL LN | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $1,200 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | N/A | PC | General & Unrestricted | $800 |
| WESTPORT COUNTRY PLAYHOUSE INC | |||||||
| 25 POWERS CT | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $1,500 |
| WESTPORT VOLUNTEER EMERGENCY MEDICAL SERVICE INC | |||||||
| 50 JESUP RD | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $200 |
| WILDWOOD ELEMENTARY SCHOOL INC | |||||||
| 11811 W OLYMPIC BLVD | LOS ANGELES | CA | 90064 | N/A | PC | Annual Giving Fund | $4,000 |
| WYOMING SCHOOL FOUNDATION | |||||||
| 420 SPRINGFIELD PIKE STE K | WYOMING | OH | 45215 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $110,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $152 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,596 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $42,006 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $70,754 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $70,754 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES IBOXX $ HIGH YIELD COR | $45,398 | $38,695 |
| ISHARES IBOXX $ INVESTMENT GRA | $112,367 | $110,660 |
| ISHARES RUSSELL 2000 | $68,638 | $200,710 |
| SPDR BLOOMBERG BARCLAYS HYB ET | $73,313 | $56,838 |
| VANGUARD S&P 500 ETF | $382,273 | $1,026,480 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $10,529 | $10,529 |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2023 | $500 |
| 990-PF Excise Tax for 2022 | $279 |
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