BETA

E MANDELL AND BETSY DE WINDT FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
E MANDELL AND BETSY DE WINDT FOUNDATION (EIN 34-1536552)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-03
IRS object ID
202211239349100701
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

FieldValueIRS element (for citing)
Return2022-05-03T05:59:57-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CONNER & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line126016 DETROIT RD SUITE 3AddressLine1Txt
CityWESTLAKECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44145ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341536552EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1E MANDELL AND BETSY DEWINDT FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% CONNER & ASSOCIATESInCareOfNm
Business Name ControlEMANBusinessNameControlTxt
Phone2164698070PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line139479 TUDOR DRIVEAddressLine1Txt
CityWILLOUGHBYCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44094ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAMELA BURKEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2164698070PhoneNum
Signature2022-05-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPAMELAPersonFirstNm
Person LastBURKEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonScott SimmerlyPreparerPersonNm
PTINP00533581PTIN
Phone4406170391PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$398,243FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,212ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$4,303DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,303DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$29,948NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$72,674GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$29,948CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,500OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$38,963TotalRevAndExpnssAmt
Total Net Invst Incm$34,251TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,500AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$7,093OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,093OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$435TaxesRevAndExpnssAmt
Taxes Net Invst Incm$36TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$165OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$65OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,193TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,194TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$100TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$15,443TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,194TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,350TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$23,520ExcessRevenueOverExpensesAmt
Net Investment Income$27,057NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$6,617SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$9,917SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$9,917SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$409,264CorporateStockBOYAmt
Corporate Stock EOY$429,484CorporateStockEOYAmt
Corporate Stock EOYFMV$388,326CorporateStockEOYFMVAmt
Total Assets BOY$415,881TotalAssetsBOYAmt
Total Assets EOY$439,401TotalAssetsEOYAmt
Total Assets EOYFMV$398,243TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$415,881CapitalStockBOYAmt
Capital Stock EOY$439,401CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$415,881TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$439,401TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$415,881TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$439,401TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$415,881TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$23,520ExcessRevenueOverExpensesAmt
Subtotal$439,401SubtotalAmt
Tot Net Ast Or Fund Balances EOY$439,401TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SEE MERRILL LYNCH STMTP2020-12-282021-03-11$18,120$14,434$3,686$3,686
SEE MERRILL LYNCH STMTP2015-12-182021-07-15$51,655$27,557$24,098$24,098
SEE MERRILL LYNCH STMTP2008-07-182021-03-05$2,899$735$2,164$2,164
FieldValueIRS element (for citing)
Capital Gain Net Income$29,948CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$376InvestmentIncomeExciseTaxAmt
Subtotal$376SubtotalAmt
Tax Based On Investment Income$376TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$376TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CONNER & ASSOCIATESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4406170391PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line126016 DETROIT RD STE3AddressLine1Txt
CitywestlakeCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44145ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Relying Current Ntc Dsstr Asst1Yes (X)RelyingCurrentNtcDsstrAsst1Ind
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PAMELA BURKE
39479 TUDOR DRIVEWILLOUGHBYOH44094PRESIDENT0$0$0$0
E Mandell de Windt Jr
39479 TUDOR DRIVEWILLOUGHBYOH44094SECRETARY0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$358,547AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,582AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$369,129TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$369,129AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,537CashDeemedCharitableAmt
Net Vl Noncharitable Assets$363,592NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,180MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,180MinimumInvestmentReturnAmt
Tax Based On Investment Income$376TaxBasedOnInvestmentIncomeAmt
Total Tax$376TotalTaxAmt
Distributable Before Adj$17,804DistributableBeforeAdjAmt
Distributable Before Ded$17,804DistributableBeforeDedAmt
Distributable As Adjusted$17,804DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,350ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$6,350QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$17,804DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$775ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$775TotalExcessDistributionCyovAmt
Qualifying Distributions$6,350QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$6,350AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$775ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$775ExcessDistributionCyovAppCYAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$10,679UndistributedIncomeCYAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DENVER STREET SCHOOL
P O BOX 140069DENVERCO80214NONEPUBLIC CHARITYGENERAL FUND$1,000
ELEV8HOPE
3700 SE Salerno RdSTUARTFL34997NONEPUBLIC CHARITYGENERAL FUND$250
FIRST TEE NORTHERN MICHIGAN
600 HIGHLANDS DRHARBOR SPRINGSMI49740NONEPUBLIC CHARITYGENERAL FUND$1,000
FLORIDA ART & DANCE CO
938 SE CENTRAL PKWYSTUARTFL34994NONEPUBLIC CHARITYGENERAL FUND$250
KIWANIS of STUART
P O BOX 532STUARTFL34995NONEPUBLIC CHARITYGENERAL FUND$1,250
PLACE OF HOPE
9078 ISIAH LANEPALM BEACH GARDENSFL33418NONEPUBLIC CHARITYGENERAL FUND$250
THE LYRIC THEATER
59 SW FLAGLER AVESTUARTFL33494NONEPUBLIC CHARITYGENERAL FUND$1,000
STARSTRUCK
43575 Mission BlvdFREMONTCA94539NONEPUBLIC CHARITYGENERAL FUND$1,000
ST JUDES
262 DANNY THOMAS PLACEMEMPHISTN38105NONEPUBLIC CHARITYGENERAL FUND$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,250TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,303ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$29,948ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMISC INCOMEDesc
Exclusion$1,500ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$35,751ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$35,751TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX TIMING DIFFERENCEDesc
Amt$0Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
OH FILING FEE$100$100
ML ANNUAL SERVICE FEES$65$65

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
Desceaton corpDesc
Revenue And Expenses Per Books$1,500RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MGT FEESCategoryTxt
Amt$7,093Amt
Net Investment Income$7,093NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES ON INVEST INCOME$36$36
EXCISE TAX - INVESTMENT INCOME$399

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