GENDELL FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GENDELL FAMILY FOUNDATION INC (EIN 20-4759507)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-14
- IRS object ID
- 202141959349100714
- Schema version
- 2020v4.1
- 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
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-14T11:50:34-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | SECRETARY | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-06-29 | 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 |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,433,093 | 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 | $28 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,922 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,922 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $29,950 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,950 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $34 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $9,987 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $80 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,907 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,021 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $80 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,907 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,721 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $80 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,607 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,771 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,870 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $39,171 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,650 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,650 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $821,368 | CorporateStockBOYAmt |
| Corporate Stock EOY | $821,368 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,411,443 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $860,539 | TotalAssetsBOYAmt |
| Total Assets EOY | $843,018 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,433,093 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $860,539 | RetainedEarningBOYAmt |
| Retained Earning EOY | $843,018 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $860,539 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $843,018 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $860,539 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $843,018 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $860,539 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,771 | ExcessRevenueOverExpensesAmt |
| Other Increases | $250 | OtherIncreasesAmt |
| Subtotal | $843,018 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $843,018 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $415 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $415 | SubtotalAmt |
| Tax Based On Investment Income | $415 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $420 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $420 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5 | OverpaymentAmt |
| Applied To ES Tax | $5 | AppliedToESTaxAmt |
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 (6 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 | VP, Dir, Sec | 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 |
| Marion Gendell | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 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 | $1,231,106 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,862 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,270,968 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,270,968 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,065 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,251,903 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $62,595 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $62,595 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $415 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $415 | TotalTaxAmt |
| Distributable Before Adj | $62,180 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $250 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $62,430 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $62,430 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,607 | 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 | $47,607 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $47,607 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,430 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,222 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Qualifying Distributions | $47,607 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,222 | AppliedToYear1Amt |
| Applied To Current Year | $36,385 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $26,045 | 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 | Marion Gendell | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFRICAN COMMUNITY HEALTH INITIATIVES INC | |||||||
| PO BOX 120094 | BOSTON | MA | 02112 | N/A | PC | General & Unrestricted | $200 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | |||||||
| 125 BROAD ST 18TH FL | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $250 |
| ANGELS AMONG US PET RESCUE INC | |||||||
| PO BOX 821 | ALPHARETTA | GA | 30009 | N/A | PC | General & Unrestricted | $250 |
| ATLANTA COMMUNITY FOOD BANK INC | |||||||
| 3400 N DESERT DR | ATLANTA | GA | 30344 | N/A | PC | General & Unrestricted | $250 |
| ATLANTA COMMUNITY FOOD BANK INC | |||||||
| 3400 N DESERT DR | ATLANTA | GA | 30344 | N/A | PC | 8th Grade Marist School event | $50 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 711 3RD AVE 10TH FL | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $500 |
| BOYS & GIRLS CLUB OF GREENWICH INC | |||||||
| 4 HORSENECK LN | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $500 |
| CHARITIES AID FOUNDATION AMERICA | |||||||
| 225 REINEKERS LN STE 375 | ALEXANDRIA | VA | 22314 | N/A | PC | WIRES (Wildlife Information Rescue and Education Services) | $75 |
| CHILD ADVOCATES OF CONNECTICUT INC | |||||||
| 500 POST RD E STE 200 | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $250 |
| CHRIS ATWOOD FOUNDATION INC | |||||||
| PO BOX 9282 | RESTON | VA | 20195 | N/A | PC | General & Unrestricted | $50 |
| CONGREGATION BETH SHALOM | |||||||
| 772 W 5TH AVE | NAPERVILLE | IL | 60563 | N/A | PC | General & Unrestricted | $250 |
| CONNECTICUT FOOD BANK INC | |||||||
| 2 RESEARCH PKWY | WALLINGFORD | CT | 06492 | N/A | PC | General & Unrestricted | $250 |
| CREATIVE CONNECTIONS INC | |||||||
| MATHEWS PARK 303 W AVE | NORWALK | CT | 06850 | N/A | PC | General & Unrestricted | $250 |
| CROSSROADS SCHOOL FOR ARTS AND SCIENCES | |||||||
| 1714 21ST ST | SANTA MONICA | CA | 90404 | N/A | PC | the Annual Fund | $6,000 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $500 |
| FAMILY CENTERS INC | |||||||
| 40 ARCH ST | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $1,000 |
| 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 M-2 | WASHINGTON | DC | 20008 | N/A | PC | General & Unrestricted | $3,000 |
| GREAT PROSPECTS INC | |||||||
| 1425 MARKET BLVD STE 330 135 | ROSWELL | GA | 30076 | N/A | PC | General & Unrestricted | $2,500 |
| GREAT PROSPECTS INC | |||||||
| 1425 MARKET BLVD STE 330 135 | ROSWELL | GA | 30076 | N/A | PC | Charitable Event | $500 |
| GREENWICH ADULT DAY CARE INC | |||||||
| 125 RIVER RD EXT | COS COB | CT | 06807 | N/A | PC | General & Unrestricted | $500 |
| GREENWICH COUNTRY DAY SCHOOL INC | |||||||
| PO BOX 623 | GREENWICH | CT | 06836 | N/A | PC | 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 | $500 |
| HEIFER INTERNATIONAL FOUNDATION | |||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | N/A | PC | General & Unrestricted | $150 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 800 8TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $500 |
| HOMES WITH HOPE INC | |||||||
| 59 MYRTLE AVE | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $500 |
| IMMIGRATION EQUALITY | |||||||
| 594 DEAN ST | BROOKLYN | NY | 11238 | N/A | PC | General & Unrestricted | $250 |
| IN THE CITY CAMP INC | |||||||
| 2897 N DRUID HILLS RD NE | 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 |
| JEWISH COMMUNITY RELATIONS COUNCIL OF GREATER WASH | |||||||
| 6101 EXECUTIVE BLVD STE 300 | N BETHESDA | MD | 20852 | N/A | PC | General & Unrestricted | $500 |
| JEWISH FAMILY & CAREER SERVICES INC | |||||||
| 4549 CHAMBLEE DUNWOODY RD | ATLANTA | GA | 30338 | N/A | PC | General & Unrestricted | $1,250 |
| KIDS IN CRISIS INC | |||||||
| 1 SALEM ST | COS COB | CT | 06807 | N/A | PC | General & Unrestricted | $500 |
| LEUKEMIA & LYMPHOMA SOCIETY GEORGIA CHAPTER | |||||||
| PO BOX 735317 | DALLAS | TX | 75373 | N/A | PC | General & Unrestricted | $250 |
| MAKE-A-WISH FOUNDATION OF GEORGIA INC | |||||||
| 1775 THE EXCHANGE SE | ATLANTA | GA | 30339 | N/A | PC | Charitable Event | $250 |
| MARTHAS TABLE | |||||||
| 2114 14TH ST NW | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $250 |
| MELANOMA RESEARCH FOUNDATION | |||||||
| 1420 K ST NW 7TH FL | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $250 |
| MERCY LEARNING CENTER OF BRIDGEPORT INCORPORATED | |||||||
| 637 PARK AVE | BRIDGEPORT | CT | 06604 | N/A | PC | General & Unrestricted | $900 |
| MT BETHEL ELEMENTARY SCHOOL FOUNDATION INC | |||||||
| 1210 JOHNSON FERRY RD | MARIETTA | GA | 30068 | N/A | PC | General & Unrestricted | $250 |
| NATIONAL AUDUBON SOCIETY - GREENWICH | |||||||
| 613 RIVERSVILLE RD | GREENWICH | CT | 06831 | N/A | PC | General & Unrestricted | $250 |
| NATIONAL AUDUBON SOCIETY INC | |||||||
| 225 VARICK ST 7TH FL | NEW YORK | NY | 10014 | N/A | PC | The Puffin Project | $100 |
| NEIGHBOR TO NEIGHBOR INC | |||||||
| 248 E PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $825 |
| NEIGHBORHOOD STUDIOS OF FAIRFIELD COUNTY INC | |||||||
| 391 E WASHINGTON AVE | BRIDGEPORT | CT | 06608 | N/A | PC | General & Unrestricted | $250 |
| PARK AVENUE SYNAGOGUE | |||||||
| 50 E 87TH ST | NEW YORK | NY | 10028 | N/A | PC | General & Unrestricted | $1,500 |
| PARKINSONS FOUNDATION INC | |||||||
| 1359 BROADWAY RM 1509 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $250 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| 123 WILLIAMS ST 10TH FL | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $300 |
| POSITIVE DIRECTIONS-THE CENTER FOR PREVENTION AND | |||||||
| 90 POST RD W | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $200 |
| REFUGEE & IMMIGRANT CENTER FOR EDUCATION & LEGAL S | |||||||
| 1305 N FLORES ST | SAN ANTONIO | TX | 78212 | N/A | PC | General & Unrestricted | $450 |
| SERGE GLOBAL INC | |||||||
| PO BOX 96900 | WASHINGTON | DC | 20090 | N/A | PC | Medical Supplies fund supporting the work led by Scott and Jennifer Myhre in Bundibugyo, Uganda | $2,500 |
| SKIDMORE COLLEGE | |||||||
| 815 N BROADWAY | SARATOGA SPGS | NY | 12866 | N/A | PC | General & Unrestricted | $500 |
| THE MARITIME AQUARIUM AT NORWALK INC | |||||||
| 10 N WATER ST | SOUTH NORWALK | CT | 06854 | N/A | PC | General & Unrestricted | $250 |
| THRIVE DC | |||||||
| 1525 NEWTON ST NW RM/STE G-1 | WASHINGTON | DC | 20010 | N/A | PC | General & Unrestricted | $250 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | N/A | PC | General & Unrestricted | $300 |
| WESTPORT LIBRARY ASSOC | |||||||
| 20 JESUP RD | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $150 |
| WESTPORT VOLUNTEER EMERGENCY MEDICAL SERVICE INC | |||||||
| 50 JESUP RD | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $200 |
| WYOMING SCHOOL FOUNDATION | |||||||
| 420 SPRINGFIELD PIKE STE K | WYOMING | OH | 45215 | N/A | PC | General & Unrestricted | $1,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,700 | 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 | $28 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,922 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| 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 | $29,950 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,950 | 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 | $90,797 | $87,300 |
| ISHARES IBOXX $ INVESTMENT GRA | $112,367 | $138,130 |
| ISHARES RUSSELL 2000 | $68,638 | $196,060 |
| SPDR BLOOMBERG BARCLAYS HYB ET | $146,625 | $130,728 |
| VANGUARD S&P 500 ETF | $402,941 | $859,225 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $9,882 | $9,882 | |
| Bank Charges | $80 | $80 | |
| State or Local Filing Fees | $25 | $25 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $250 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Excise Tax for 2019 | CategoryTxt |
| Amt | $34 | Amt |
Comments