GENE AND ROS GANS FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GENE AND ROS GANS FAMILY FOUNDATION (EIN 20-8084294)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-03-20
- IRS object ID
- 202310799349100101
- Schema version
- 2021v4.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-20T09:48:21-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472517893 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEERS HAMERMAN COHEN & BURGER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE POST ROAD | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068246241 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208084294 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GENE & ROS GANS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GENE | BusinessNameControlTxt |
| Phone | 2032263697 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 514 HARVEST COMMONS | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068803950 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSLYN GANS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2032263697 | PhoneNum |
| Signature | 2023-03-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROSLYN | PersonFirstNm |
| Person Last | GANS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHARI ELIAS CPA | PreparerPersonNm |
| PTIN | P01263862 | PTIN |
| Phone | 2033332228 | PhoneNum |
| Preparation | 2023-03-20 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $215,038 | 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 |
| Dividends Rev And Expnss | $4,037 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,037 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,502 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $219,391 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,502 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $12,539 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,539 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $77 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,992 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,069 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,413 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,413 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,482 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,413 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,943 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,539 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $23,311 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,402 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,402 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $161,270 | CorporateStockBOYAmt |
| Corporate Stock EOY | $141,236 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $174,636 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $184,581 | TotalAssetsBOYAmt |
| Total Assets EOY | $181,638 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $215,038 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $100,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $100,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | -$100 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | -$100 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $84,681 | RetainedEarningBOYAmt |
| Retained Earning EOY | $81,738 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $184,581 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $181,638 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $184,581 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $181,638 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $184,581 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,943 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $181,638 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $181,638 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (41 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| JD COM INC | 2020-09-16 | 2021-07-23 | $1,791 | $1,875 | -$84 | -$84 |
| DISCOVER FINANCIAL SVS | 2020-12-22 | 2021-07-12 | $10,000 | $10,281 | -$281 | -$281 |
| ZOOM VIDEO | 2020-10-02 | 2021-09-23 | $553 | $968 | -$415 | -$415 |
| DOCUSIGN INC. | 2021-09-09 | 2021-09-27 | $2,641 | $2,989 | -$348 | -$348 |
| MODERNA INC. | 2021-09-10 | 2021-09-28 | $2,329 | $2,564 | -$235 | -$235 |
| NVIDIA | 2021-09-10 | 2021-09-28 | $1,038 | $1,108 | -$70 | -$70 |
| GILEAD SCIENCES | 2020-12-31 | 2021-09-01 | $25,000 | $25,790 | -$790 | -$790 |
| WALGREENS BOOTS ALLIANCE | 2020-12-22 | 2021-09-30 | $20,000 | $20,496 | -$496 | -$496 |
| VISA INC | 2017-12-21 | 2021-09-30 | $1,123 | $563 | $560 | $560 |
| VISA INC | 2018-03-06 | 2021-09-30 | $2,246 | $1,212 | $1,034 | $1,034 |
| VISA INC | 2019-09-18 | 2021-09-30 | $2,246 | $1,743 | $503 | $503 |
| ALIBABA GROUP HOLDING | 2017-12-21 | 2021-11-24 | $1,344 | $1,754 | -$410 | -$410 |
| PAYPAL HOLDINGS INC SHS | 2018-03-06 | 2021-11-24 | $1,876 | $796 | $1,080 | $1,080 |
| PAYPAL HOLDINGS INC SHS | 2019-10-28 | 2021-11-24 | $938 | $533 | $405 | $405 |
| ADOBE INC | 2019-09-18 | 2021-12-15 | $607 | $278 | $329 | $329 |
| ALIBABA GROUP HOLDING | 2017-12-15 | 2021-12-17 | $3,625 | $5,186 | -$1,561 | -$1,561 |
| ALIBABA GROUP HOLDING | 2017-12-21 | 2021-12-17 | $1,208 | $1,754 | -$546 | -$546 |
| META PLATFORMS INC | 2018-03-06 | 2021-12-03 | $3,045 | $1,805 | $1,240 | $1,240 |
| DOCUSIGN INC. | 2021-09-07 | 2021-12-03 | $668 | $1,495 | -$827 | -$827 |
| DOCUSIGN INC. | 2021-09-07 | 2021-12-15 | $725 | $1,495 | -$770 | -$770 |
| APPLE INC | 2018-03-06 | 2022-01-13 | $2,607 | $202 | $2,405 | $2,405 |
| APPLE INC | 2018-03-06 | 2022-01-21 | $4,883 | $405 | $4,478 | $4,478 |
| COSTCO WHOLESALE | 2017-12-15 | 2022-01-13 | $2,588 | $966 | $1,622 | $1,622 |
| HOME DEPOT INC | 2017-12-21 | 2022-01-12 | $3,899 | $1,883 | $2,016 | $2,016 |
| HOME DEPOT INC | 2017-12-21 | 2022-01-21 | $3,487 | $1,883 | $1,604 | $1,604 |
| UNITEDHEALTH GROUP INC | 2018-03-06 | 2022-01-13 | $2,354 | $1,131 | $1,223 | $1,223 |
| META PLATFORMS INC | 2018-03-06 | 2022-02-08 | $2,222 | $1,805 | $417 | $417 |
| CAPITAL ONE FINANCIAL | 2021-10-28 | 2022-02-09 | $50,000 | $50,193 | -$193 | -$193 |
| HSBC HOLDINGS | 2018-06-06 | 2022-03-30 | $5,000 | $5,061 | -$61 | -$61 |
| HARTFORD FINL SVCS | 2017-10-08 | 2022-04-18 | $5,025 | $5,577 | -$552 | -$552 |
| HARTFORD FINL SVCS | 2017-10-11 | 2022-04-18 | $125 | $138 | -$13 | -$13 |
| HARTFORD FINL SVCS | 2017-10-15 | 2022-04-18 | $2,350 | $2,613 | -$263 | -$263 |
| HARTFORD FINL SVCS | 2017-10-19 | 2022-04-18 | $2,500 | $2,774 | -$274 | -$274 |
| MODERNA INC. | 2021-09-08 | 2022-05-19 | $578 | $1,709 | -$1,131 | -$1,131 |
| TARGET CORP | 2021-01-06 | 2022-06-13 | $1,448 | $1,887 | -$439 | -$439 |
| U.S. TRASURY NOTE | 2022-01-13 | 2022-06-10 | $25,201 | $25,191 | $10 | $10 |
| U.S. TRASURY NOTE | 2022-02-25 | 2022-06-30 | $20,000 | $20,180 | -$180 | -$180 |
| CF INDS HLDGS INC | 2022-05-17 | 2022-06-08 | $448 | $544 | -$96 | -$96 |
| DEERE CO | 2022-04-27 | 2022-06-16 | $635 | $772 | -$137 | -$137 |
| HILTON WORLDWIDE | 2022-04-25 | 2022-06-13 | $597 | $768 | -$171 | -$171 |
| NUTRIEN LTD | 2022-05-17 | 2022-06-08 | $441 | $522 | -$81 | -$81 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,502 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $174 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $174 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $174 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $174 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BEERS HAMERMAN COHEN BURGERPC | IndividualWithBooksNm |
| Phone | 2033332228 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 POST ROAD | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| EUGENE H GANS | ||||||||
| 514 HARVEST COMMONS | WESTPORT | CT | 068803950 | TRUSTEE,FOUNDATION MANAGER | 2.00 | $0 | $0 | $0 |
| ROSLYN P GANS | ||||||||
| 514 HARVEST COMMONS | WESTPORT | CT | 068803950 | TRUSTEE,FOUNDATION MANAGER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $212,650 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,637 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $249,287 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $249,287 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,739 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $245,548 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,277 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,277 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $174 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $174 | TotalTaxAmt |
| Distributable Before Adj | $12,103 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $12,103 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $12,103 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,413 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $13,413 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,103 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $9,099 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,413 | QualifyingDistributionsAmt |
| Applied To Year1 | $9,099 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,314 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $7,789 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2007-02-27 | PrivateOperatingFndtnRulingDt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EUGENE H GANS | ContributingManagerNm |
| Contributing Manager | ROSLYN P GANS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACLU | ||||||
| PO BOX 77208 | ATLANTA | GA | 30335 | PUBLIC CHARITY | GENERAL SUPPORT | $1,018 |
| ALTZHEIMERS DISEASE RESEARCH VOIDED CHECK | ||||||
| 22512 GATEWAY CIRCLE DRIVE | CLARKSBURG | MD | 20036 | PUBLIC CHARITY | GENERAL SUPPORT | -$250 |
| ALTZHEIMERS DISEASE RESEARCH | ||||||
| 22512 GATEWAY CIRCLE DRIVE | CLARKSBURG | MD | 20871 | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| ALZHEIMER ASSOCIATION | ||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | PUBLIC CHARITY | GENERAL SUPPORT | $120 |
| AMERICAN CHEMICAL SOCIETY | ||||||
| 1155 16TH STREET NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL SUPPORT | $67 |
| AMERICAN INSTITUTE CANCER RESEARCH | ||||||
| 1560 WILSON BLVD SUITE 1000 | ARLINGTON | VA | 22209 | PUBLIC CHARITY | GENERAL SUPPORT | $750 |
| ARC SOUTHEAST | ||||||
| 2200 STUART AVE | ALBANY | GA | 31707 | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| ASPCA - CT | ||||||
| 424 E 92ND STREET | NEW YORK | NY | 10128 | PUBLIC CHARITY | GENERAL SUPPORT | $550 |
| BOTANICAL GARDENS | ||||||
| 1345 PIEDMONT AVE NE | ATLANTA | GA | 30309 | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| CASA | ||||||
| PO BOX 907471 | GAINESVILLE | GA | 30501 | PUBLIC CHARITY | GENERAL SUPPORT | $700 |
| CORNELL UNIVERSITY | ||||||
| 130 E SENECA STREET SUITE 400 | ITHACA | NY | 14850 | PUBLIC CHARITY | GENERAL SUPPORT | $425 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | PUBLIC CHARITY | GENERAL SUPPORT | $600 |
| FEEDING AMERICA | ||||||
| PO BOX 96749 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | GENERAL SUPPORT | $750 |
| FOOD BANK CT | ||||||
| 2 RESARCH PARKWAY | WALLINGFORD | CT | 06492 | PUBLIC CHARITY | GENERAL SUPPORT | $2,453 |
| GUIDING EYES BLIND | ||||||
| 611 GRANITE SPRINGS RD | YORKTOWN HEIGHTS | NY | 10598 | PUBLIC CHARITY | GENERAL SUPPORT | $250 |
| HIGH MUSEUM OF ART | ||||||
| 1280 PEACHTREE STREET | ATLANTA | GA | 30309 | PUBLIC CHARITY | GENERAL SUPPORT | $187 |
| HUMANE SOCIETY OF NORTHEAST | ||||||
| 845 W RIDGE RD | GAINESVILLE | GA | 30501 | PUBLIC CHARITY | GENERAL SUPPORT | $295 |
| HUMANE SOCIETY | ||||||
| 1255 3RD STREET SUITE 450 | WASHINGTON | DC | 20037 | PUBLIC CHARITY | GENERAL SUPPORT | $806 |
| LAKEVIEW ACADEMY | ||||||
| 796 LAKEVIEW DRIVE | GAINESVILLE | GA | 30501 | PUBLIC CHARITY | GENERAL SUPPORT | $220 |
| MMA - MET | ||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | PUBLIC CHARITY | GENERAL SUPPORT | $210 |
| NE GA MEDICAL CENTER-FOOD VOIDED CHECK | ||||||
| 743 SPRING ST NE | GAINESVILLE | GA | 30501 | PUBLIC CHARITY | GENERAL SUPPORT | -$300 |
| PLANNED PARENTHOOD | ||||||
| 123 WILLIAMS STREET 10TH FLOOR | NEW YORK | NY | 10038 | PUBLIC CHARITY | GENERAL SUPPORT | $1,750 |
| PUBLIC BROADCASTING GEORGIA | ||||||
| PO BOX 534776 | ATLANTA | GA | 30353 | PUBLIC CHARITY | GENERAL SUPPORT | $630 |
| SIMON WIESENTHAL CENTER | ||||||
| 1399 SOUTH ROXBURY DR | LOS ANGELES | CA | 90035 | PUBLIC CHARITY | GENERAL SUPPORT | $250 |
| SMITHSONIAN VOIDED CHECK | ||||||
| 1000 MADISON DRIVE NW | WASHINGTON | DC | 20560 | PUBLIC CHARITY | GENERAL SUPPORT | -$60 |
| THIRTEEN NYC | ||||||
| PO BOX 1313 | NEW YORK | NY | 10101 | PUBLIC CHARITY | GENERAL SUPPORT | $376 |
| TRADERS JOE'S | ||||||
| 5185 PEACHTREE PKWY | NACROSS | GA | 30092 | PUBLIC CHARITY | GENERAL SUPPORT | $166 |
| WESTPORT EMERGENCY MEDICAL SERVICE | ||||||
| 50 JESUP ROAD | WESTPORT | CT | 06880 | PUBLIC CHARITY | GENERAL SUPPORT | $250 |
| WSHU RADIO - SACRED HEART | ||||||
| 5151 PARK AVE | FAIRFIELD | CT | 06825 | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,413 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,037 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,502 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,037 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,502 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,539 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | SALE OF STOCK | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $141,236 | EOYBookValueAmt |
| EOYFMV | $174,636 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT ACCOUNT FEES | Desc |
| Revenue And Expenses Per Books | $1,992 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF | CategoryTxt |
| Amt | $77 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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