GENE AND ROS GANS FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GENE AND ROS GANS FAMILY FOUNDATION (EIN 20-8084294)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202541349349101209
- Schema version
- 2023v6.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T08:00:07-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | 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 | 2023-07-01 | 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 | 6787774204 | 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 | 6787774204 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHARI ELIAS CPA | PreparerPersonNm |
| PTIN | P01263862 | PTIN |
| Phone | 2033332228 | PhoneNum |
| Preparation | 2025-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $269,143 | 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 | $5,681 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,681 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,324 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $201,333 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,324 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,005 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,005 | 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 |
| Accounting Fees Rev And Expnss | $4,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $76 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,699 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,050 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,762 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,762 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,812 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,762 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,807 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,005 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $43,343 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,105 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,105 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $128,585 | CorporateStockBOYAmt |
| Corporate Stock EOY | $158,017 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $258,038 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $171,929 | TotalAssetsBOYAmt |
| Total Assets EOY | $169,122 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $269,143 | 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 | $72,029 | RetainedEarningBOYAmt |
| Retained Earning EOY | $69,222 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $171,929 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $169,122 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $171,929 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $169,122 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $171,929 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,807 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $169,122 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $169,122 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (47 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| U.S. TRASURY NOTE | 2023-01-24 | 2023-08-08 | $10,296 | $10,097 | $199 | $199 |
| U.S. TRASURY NOTE | 2023-03-07 | 2023-08-08 | $15,444 | $15,145 | $299 | $299 |
| NORTHRONP | 2023-07-14 | 2023-08-01 | $10,000 | $10,127 | -$127 | -$127 |
| PAYPAL HOLDINGS INC | 2017-12-21 | 2023-09-06 | $1,573 | $1,851 | -$278 | -$278 |
| PAYPAL HOLDINGS INC | 2023-03-06 | 2023-09-06 | $2,517 | $3,184 | -$667 | -$667 |
| MERCK AND CO INC | 2022-04-19 | 2023-11-02 | $510 | $427 | $83 | $83 |
| CITIGROUP INC | 2022-08-24 | 2023-11-15 | $2,575 | $2,617 | -$42 | -$42 |
| CITIGROUP INC | 2022-08-25 | 2023-11-15 | $1,175 | $1,198 | -$23 | -$23 |
| CITIGROUP INC | 2022-10-12 | 2023-11-15 | $3,750 | $3,775 | -$25 | -$25 |
| AMERICAN EXPRESS CO | 2023-07-14 | 2023-12-12 | $9,940 | $9,990 | -$50 | -$50 |
| CITIGROUP INC | 1929-04-01 | 2023-12-29 | $1,800 | $1,973 | -$173 | -$173 |
| CITIGROUP INC | 2019-04-02 | 2023-12-29 | $50 | $55 | -$5 | -$5 |
| CITIGROUP INC | 2019-06-25 | 2023-12-29 | $25 | $28 | -$3 | -$3 |
| CITIGROUP INC | 2020-06-28 | 2023-12-29 | $2,500 | $2,760 | -$260 | -$260 |
| GENERAL MOTORS | 2022-10-12 | 2024-01-17 | $10,000 | $10,061 | -$61 | -$61 |
| FEDERAL HOME LOAN BANK | 2023-12-04 | 2024-01-18 | $12,453 | $10,058 | $2,395 | $2,395 |
| FEDERAL HOME LOAN BANK | 2022-11-29 | 2024-01-18 | $15,169 | $15,082 | $87 | $87 |
| JPMORGAN CHASE | 2023-02-15 | 2024-01-19 | $3,399 | $2,112 | $1,287 | $1,287 |
| FEDERAL FARM CREDIT BANK | 2023-08-08 | 2024-02-07 | $25,000 | $25,004 | -$4 | -$4 |
| ADOBE INC | 2019-09-18 | 2024-03-19 | $1,033 | $555 | $478 | $478 |
| NISOURCE INC. | 2019-07-05 | 2024-03-15 | $25 | $26 | -$1 | -$1 |
| NISOURCE INC. | 1929-07-11 | 2024-03-15 | $75 | $80 | -$5 | -$5 |
| NISOURCE INC. | 2019-07-19 | 2024-03-15 | $75 | $82 | -$7 | -$7 |
| NISOURCE INC. | 2019-07-31 | 2024-03-15 | $775 | $849 | -$74 | -$74 |
| NISOURCE INC. | 2019-08-02 | 2024-03-15 | $300 | $332 | -$32 | -$32 |
| NISOURCE INC. | 2022-03-07 | 2024-03-15 | $25 | $26 | -$1 | -$1 |
| NISOURCE INC. | 2022-03-08 | 2024-03-15 | $150 | $156 | -$6 | -$6 |
| NISOURCE INC. | 2022-03-09 | 2024-03-15 | $175 | $184 | -$9 | -$9 |
| NISOURCE INC. | 2022-03-10 | 2024-03-15 | $650 | $681 | -$31 | -$31 |
| NISOURCE INC. | 2022-03-11 | 2024-03-15 | $625 | $655 | -$30 | -$30 |
| NISOURCE INC. | 2022-03-14 | 2024-03-15 | $1,400 | $1,458 | -$58 | -$58 |
| NISOURCE INC. | 2022-03-15 | 2024-03-15 | $25 | $26 | -$1 | -$1 |
| NISOURCE INC. | 2022-03-21 | 2024-03-15 | $700 | $735 | -$35 | -$35 |
| NISOURCE INC. | 2022-10-12 | 2024-03-15 | $2,500 | $2,411 | $89 | $89 |
| FEDERAL FARM CREDIT BANK | 2023-11-29 | 2024-04-01 | $10,188 | $10,038 | $150 | $150 |
| FEDERAL FARM CREDIT BANK | 2023-11-29 | 2024-04-02 | $5,084 | $5,019 | $65 | $65 |
| ADOBE INC | 2019-09-18 | 2024-04-03 | $995 | $555 | $440 | $440 |
| ADVNCD MICRO INC | 2020-10-15 | 2024-04-17 | $3,174 | $1,667 | $1,507 | $1,507 |
| ADVNCD MICRO INC | 2022-08-04 | 2024-04-17 | $1,587 | $965 | $622 | $622 |
| ADVNCD MICRO INC | 2024-01-29 | 2024-04-17 | $3,174 | $3,393 | -$219 | -$219 |
| HOME DEPOT | 2017-12-21 | 2024-04-19 | $3,339 | $1,883 | $1,456 | $1,456 |
| CITIGROUP INC | 2019-06-28 | 2024-04-01 | $1,100 | $1,214 | -$114 | -$114 |
| CITIGROUP INC | 2022-09-01 | 2024-04-01 | $25 | $26 | -$1 | -$1 |
| CITIGROUP INC | 2022-09-20 | 2024-04-01 | $2,000 | $2,032 | -$32 | -$32 |
| CITIGROUP INC | 2022-09-21 | 2024-04-01 | $1,250 | $1,275 | -$25 | -$25 |
| FEDERAL HOME LOAN BANK | 2023-11-29 | 2024-04-23 | $22,642 | $25,142 | -$2,500 | -$2,500 |
| FEDERAL FARM CREDIT BANK | 2024-04-30 | 2024-06-27 | $10,066 | $10,000 | $66 | $66 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,324 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $139 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $139 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $139 | 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 | $139 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2022 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSLYN P GANS | PersonNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE,FOUNDATION MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $231,299 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,920 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $262,219 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $262,219 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,933 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $258,286 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,914 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,914 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $139 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $139 | TotalTaxAmt |
| Distributable Before Adj | $12,775 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $12,775 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $12,775 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,762 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,762 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,775 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,221 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,762 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,762 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $459 | Taxable2Amt |
| Undistributed Income CY | $12,775 | 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 | ROSLYN P GANS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 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 | $250 |
| AMERICAN INSTITUTE CANCER RESEARCH | ||||||
| PO BOX 97167 | WASHINGTON DC | DC | 20090 | PUBLIC CHARITY | GENERAL SUPPORT | $250 |
| ASPCA - CT | ||||||
| 424 E 92ND STREET | NEW YORK | NY | 10128 | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| CORNELL UNIVERSITY | ||||||
| 130 E SENECA STREET SUITE 400 | ITHACA | NY | 14850 | PUBLIC CHARITY | GENERAL SUPPORT | $1,525 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| FEEDING AMERICA | ||||||
| PO BOX 96749 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | GENERAL SUPPORT | $465 |
| FRIENDS OF THE WESTPORT CENTER FOR SENIOR ACTIVITIES | ||||||
| 21 IMPERIAL AVE | WESTPORT | CT | 06880 | PUBLIC CHARITY | GENERAL SUPPORT | $250 |
| METROPOLITAN MUESEUM OF ART | ||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | PUBLIC CHARITY | GENERAL SUPPORT | $210 |
| NORTHEAST GA HUMANE SOCIETY | ||||||
| 845 W RIDGE RD | GAINESVILLE | GA | 30501 | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| NY PUBLIC RADIO | ||||||
| 160 VARICK STREET | NEW YORK | NY | 10101 | PUBLIC CHARITY | GENERAL SUPPORT | $270 |
| PLANNED PARENTHOOD | ||||||
| 123 WILLIAMS STREET 10TH FLOOR | NEW YORK | NY | 10038 | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 |
| TRADERS JOE'S | ||||||
| 5185 PEACHTREE PKWY | NACROSS | GA | 30092 | PUBLIC CHARITY | GENERAL SUPPORT | $324 |
| VARIANCE - VOIDED | ||||||
| VARIANCE | VARIANCE | CT | 06880 | PUBLIC CHARITY | GENERAL SUPPORT | -$2,467 |
| WABE | ||||||
| 760 BISMARK ROAD | ATLANTA | GA | 30324 | PUBLIC CHARITY | GENERAL SUPPORT | $250 |
| WESTPORT VOLUNTEERS FIREFIGHTERS | ||||||
| 515 POST ROAD EAST | WESTPORT | CT | 06880 | PUBLIC CHARITY | GENERAL SUPPORT | $255 |
| WQXR | ||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| WSKG PUBLIC MEDIA | ||||||
| 601 GATES ROAD | VESTAL | NY | 13850 | PUBLIC CHARITY | GENERAL SUPPORT | $180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,762 | 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 | $5,681 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,324 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,681 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,324 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,005 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,275 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $158,017 | EOYBookValueAmt |
| EOYFMV | $258,038 | 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 | $1,699 | 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 | $76 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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