GENDELL FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GENDELL FAMILY FOUNDATION INC (EIN 20-4759507)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-03-14
- IRS object ID
- 201930739349100808
- Schema version
- 2018v3.1
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-14T13:57:09-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-03-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520190735000045 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-03-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8776116A3220F8F92B6869340FF540F084420A8B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0C5E5A4654C1C37B4810F575F1A1D05F0CA21AED | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,081,316 | 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 | $185 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $185 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,491 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,491 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $29,676 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,676 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $9,835 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $175 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,660 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,835 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $175 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,660 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $35,585 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $175 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,410 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,909 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,501 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $63,956 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $58,047 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $58,047 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $821,368 | CorporateStockBOYAmt |
| Corporate Stock EOY | $821,368 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,023,269 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $885,324 | TotalAssetsBOYAmt |
| Total Assets EOY | $879,415 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,081,316 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $885,324 | RetainedEarningBOYAmt |
| Retained Earning EOY | $879,415 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $885,324 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $879,415 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $885,324 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $879,415 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $885,324 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,909 | ExcessRevenueOverExpensesAmt |
| Subtotal | $879,415 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $879,415 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $35,781 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,102,622 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.032451 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $44,596 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $999,763 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044607 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $43,928 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,003,680 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043767 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $94,715 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,044,539 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.090676 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $42,775 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $992,550 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043096 | DistributionYr5Rt |
| Total Distribution | 0.254597 | TotalDistributionRt |
| Average Distribution | 0.050919 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,159,994 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $59,066 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $295 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $59,361 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $35,410 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $590 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $590 | SubtotalAmt |
| Tax Based On Investment Income | $590 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $13 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $577 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| Adrian G Bonser DDS | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 | $0 | $0 |
| 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 | VP / Dir | 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 | Pres / Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,113,809 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $63,850 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,177,659 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,177,659 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,665 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,159,994 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,000 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,000 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $590 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $590 | TotalTaxAmt |
| Distributable Before Adj | $57,410 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $57,410 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $57,410 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,410 | 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 | $35,410 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $35,410 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,410 | DistributableAsAdjustedAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $20,891 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $20,891 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,410 | QualifyingDistributionsAmt |
| Applied To Current Year | $35,410 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $20,891 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $20,891 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $1,109 | UndistributedIncomeCYAmt |
| 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 (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A BETTER CHANCE OF WESTPORT INC | |||||||
| PO BOX 2153 | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $500 |
| ATLANTA POLICE ATHLETIC LEAGUE INC | |||||||
| 226 PEACHTREE ST SW | ATLANTA | GA | 30303 | N/A | PC | General & Unrestricted | $145 |
| ATLANTA RONALD MCDONALD HOUSE CHARITIES INC | |||||||
| 795 GATEWOOD RD NE | ATLANTA | GA | 30329 | N/A | PC | Charitable Event | $500 |
| BREAST CANCER ALLIANCE INC | |||||||
| 48 MAPLE AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $1,000 |
| CAMP KUDZU INC | |||||||
| 5885 GLENRIDGE DR STE 160 | ATLANTA | GA | 30328 | N/A | PC | General & Unrestricted | $455 |
| CHABAD HOUSE OF HARVARD SQUARE INC | |||||||
| 38 BANKS ST | CAMBRIDGE | MA | 02138 | N/A | PC | General & Unrestricted | $500 |
| CHILDRENS HEALTHCARE OF ATLANTA INC - CHILDRENS HE | |||||||
| PARK N 1577 NE EXPY STE A | ATLANTA | GA | 30329 | N/A | PC | Charitable Event | $250 |
| COALITION FOR THE HOMELESS INC | |||||||
| 129 FULTON ST | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $50 |
| DANAS ANGELS RESEARCH TR | |||||||
| 15 E PUTNAM AVE STE 117 | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $250 |
| DECATUR MAKERS INC | |||||||
| 605 W PONCE DE LEON AVE | DECATUR | GA | 30030 | N/A | PC | General & Unrestricted | $200 |
| EVERYBODY WINS DC INC | |||||||
| 525 SCHOOL ST SW STE 203 | WASHINGTON | DC | 20024 | N/A | PC | General & Unrestricted | $125 |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC | |||||||
| 450 LEXINGTON AVE PO BOX 3886 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $100 |
| FAMILY CENTERS INC | |||||||
| 40 ARCH ST | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $250 |
| FRIENDS OF NATHANIEL WITHERELL INC | |||||||
| 70 PARSONAGE RD | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $250 |
| FRONT ROW FOUNDATION CORP | |||||||
| 17 NORMANS FORD DR | SICKLERVILLE | NJ | 08081 | N/A | PC | General & Unrestricted | $250 |
| GARY SINISE FOUNDATION | |||||||
| PO BOX 50008 | STUDIO CITY | CA | 91614 | N/A | PC | General & Unrestricted | $120 |
| GIRL SCOUT COUNCIL OF THE NATION'S CAPITAL | |||||||
| 4301 CONNECTICUT AVE NW STE M2 | WASHINGTON | DC | 20008 | N/A | PC | General & Unrestricted | $1,000 |
| GOODSPEED OPERA HOUSE FOUNDATION INC | |||||||
| PO BOX A | EAST HADDAM | CT | 06423 | N/A | PC | General & Unrestricted | $250 |
| GREAT PROSPECTS INC | |||||||
| 1425 MARKET BLVD STE 530 135 | ROSWELL | GA | 30076 | N/A | PC | General & Unrestricted | $1,250 |
| GREENWICH ADULT DAY CARE INC | |||||||
| 125 RIVER RD EXT | COS COB | CT | 06807 | N/A | PC | General & Unrestricted | $250 |
| GREENWICH EMERGENCY MEDICAL SERVICE INCORPORATED | |||||||
| 1111 E PUTNAM AVE | RIVERSIDE | CT | 06878 | N/A | PC | General & Unrestricted | $500 |
| GREENWICH LIBRARY | |||||||
| 101 W PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $1,000 |
| GREENWICH TEEN CENTER INC | |||||||
| PO BOX 1339 | GREENWICH | CT | 06836 | N/A | PC | General & Unrestricted | $250 |
| GREENWICH TREE CONSERVANCY INC | |||||||
| PO BOX 4215 | GREENWICH | CT | 06831 | N/A | PC | General & Unrestricted | $250 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 800 8TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $250 |
| HOMES WITH HOPE INC | |||||||
| 49 RICHMONDVILLE AVE STE 212 | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $500 |
| HOMESTRETCH INC | |||||||
| 303 S MAPLE AVE STE 400 | FALLS CHRUCH | VA | 22046 | 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 | $1,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION INTERNATIONA | |||||||
| 3525 PIEDMONT RD NE BLDG 6 STE 300 | ATLANTA | GA | 30305 | N/A | PC | Charitable Event | $1,780 |
| MERCY LEARNING CENTER OF BRIDGEPORT INCORPORATED | |||||||
| 637 PARK AVE | BRIDGEPORT | CT | 06604 | N/A | PC | General & Unrestricted | $500 |
| NEIGHBOR TO NEIGHBOR INC | |||||||
| 248 E PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $250 |
| NEIGHBORHOOD STUDIOS OF FAIRFIELD COUNTY INC | |||||||
| 391 E WASHINGTON AVE | BRIDGEPORT | CT | 06608 | N/A | PC | General & Unrestricted | $250 |
| NOTRE DAME ACADEMY INC | |||||||
| 4635 RIVER GREEN PKWY | DULUTH | GA | 30096 | N/A | PC | Charitable Event | $250 |
| NOTRE DAME ACADEMY INC | |||||||
| 4635 RIVER GREEN PKWY | DULUTH | GA | 30096 | N/A | PC | the Notre Dame Academy Fine Arts Program | $150 |
| PARK AVENUE SYNAGOGUE | |||||||
| 50 E 87TH ST | NEW YORK | NY | 10028 | N/A | PC | General & Unrestricted | $3,750 |
| PEOPLES ANIMAL WELFARE SOCIETY | |||||||
| 8301 191ST ST | TINLEY PARK | IL | 60487 | N/A | PC | General & Unrestricted | $125 |
| POSITIVE DIRECTIONS-THE CENTER FOR PREVENTION AND | |||||||
| 90 POST RD W | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $400 |
| PROJECT ALS INC | |||||||
| 801 RIVERSIDE DR APT 6G | NEW YORK | NY | 10032 | N/A | PC | General & Unrestricted | $200 |
| REFUGEE & IMMIGRANT CENTER FOR EDUCATION & LEGAL S | |||||||
| 5121 CRESTWAY RD STE 105 | WINDCREST | TX | 78239 | N/A | PC | General & Unrestricted | $100 |
| SHERIFFS MEADOW FOUNDATION | |||||||
| PO BOX 1088 | VINEYARD HAVEN | MA | 02568 | N/A | PC | General & Unrestricted | $250 |
| SKIDMORE COLLEGE | |||||||
| 815 N BROADWAY | SARATOGA SPGS | NY | 12866 | N/A | PC | General & Unrestricted | $500 |
| STAPLES HIGH SCHOOL TUITION GRANTS COMMITTEE INC | |||||||
| PO BOX 5159 | WESTPORT | CT | 06881 | N/A | PC | General & Unrestricted | $400 |
| THE JEWISH FEDERATION OF GREATER WASHINGTON INC | |||||||
| 6101 EXECUTIVE BLVD | NORTH BETHESDA | MD | 20852 | N/A | PC | General & Unrestricted | $1,800 |
| THE MARITIME AQUARIUM AT NORWALK INC | |||||||
| 10 N WATER ST | SOUTH NORWALK | CT | 06854 | N/A | PC | General & Unrestricted | $200 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | N/A | PC | General & Unrestricted | $500 |
| UNIVERSITY OF GEORGIA FOUNDATION | |||||||
| 394 S MILLEDGE AVE | ATHENS | GA | 30605 | N/A | PC | Georgia 4-H Club Fund | $100 |
| WESTPORT COUNTRY PLAYHOUSE INC | |||||||
| 25 POWERS CT | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $250 |
| WESTPORT LIBRARY ASSOC | |||||||
| 20 JESUP RD | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $100 |
| WESTPORT POLICE ATHLETIC LEAGUE | |||||||
| 50 JESUP RD | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $100 |
| WESTPORT UNIFORMED FIREFIGHTERS CHARITABLE FOUNDAT | |||||||
| 515 POST RD E | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $200 |
| WESTPORT VOLUNTEER EMERGENCY MEDICAL SERVICE INC | |||||||
| 50 JESUP RD | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $150 |
| WYOMING SCHOOL FOUNDATION | |||||||
| 420 SPRINGFIELD PIKE STE K | WYOMING | OH | 45215 | N/A | PC | Class of 1979 Gift in Honor of Eve Bolton Scholarship Fund | $250 |
| YOUNG MENS CHRISTIAN ASSOC OF GREENWICH | |||||||
| 50 E PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $500 |
| YOUTH IMPROVING NON-PROFITS FOR CHILDREN | |||||||
| 535 8TH AVE STE 1400 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,750 | 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 | $185 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,491 | 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 | $29,676 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,676 | 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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Adrian G Bonser DDS | PersonNm |
| Short Explanation | *Deceased in 2018 | ShortExplanationTxt |
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 | $81,100 |
| ISHARES IBOXX $ INVESTMENT GRA | $112,367 | $112,820 |
| ISHARES RUSSELL 2000 | $68,638 | $133,900 |
| SPDR BARCLAYS CAPITAL HYB ETF | $146,625 | $120,924 |
| VANGUARD S&P 500 ETF | $402,941 | $574,525 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $9,635 | $9,635 | |
| Bank Charges | $175 | $175 | |
| State or Local Filing Fees | $25 | $25 |
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