GENE AND ROS GANS FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GENE AND ROS GANS FAMILY FOUNDATION (EIN 20-8084294)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-09-20
- IRS object ID
- 201822639349100407
- Schema version
- 2017v2.3
- 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 | 2018-09-20T14:23:27-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | 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 | 2228 BLACK ROCK TURNPIKE | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06825 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208084294 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GENE & ROS GANS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GENE | BusinessNameControlTxt |
| Phone | 2032263697 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 514 HARVEST COMMONS | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068803950 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSLYN GANS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2032263697 | PhoneNum |
| Signature | 2018-09-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE A SAX CPA | PreparerPersonNm |
| PTIN | P00042519 | PTIN |
| Phone | 2033332228 | PhoneNum |
| Preparation | 2018-09-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $222,362 | 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 | $7,719 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,719 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$22,091 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $120,045 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$14,372 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,719 | 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 | $2,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $111 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,314 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,000 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,930 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,930 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,930 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,930 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$28,302 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,719 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $66,185 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,504 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,504 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $184,237 | CorporateStockBOYAmt |
| Corporate Stock EOY | $203,616 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $203,858 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $250,422 | TotalAssetsBOYAmt |
| Total Assets EOY | $222,120 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $222,362 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $150,522 | RetainedEarningBOYAmt |
| Retained Earning EOY | $122,220 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $250,422 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $222,120 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $250,422 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $222,120 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $250,422 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$28,302 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $222,120 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $222,120 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| HANCOCK JOHN INCOME SECS TRUST SBI | 2015-08-17 | 2017-11-08 | $29,694 | $30,046 | -$352 | -$352 |
| WESTERN ASSET GLOBAL CORP DEFINED OPPORTUNITY FD INC | 2010-09-20 | 2017-11-08 | $29,175 | $30,308 | -$1,133 | -$1,133 |
| TORTOISE MLP FUND INC | 2014-09-16 | 2017-11-08 | $13,767 | $21,213 | -$7,446 | -$7,446 |
| TORTOISE MLP FUND INC | 2014-11-28 | 2017-11-08 | $189 | $290 | -$101 | -$101 |
| AT&T INC | 2015-08-17 | 2017-11-22 | $8,725 | $8,612 | $113 | $113 |
| AT&T INC | 2015-08-17 | 2018-02-27 | $9,263 | $8,612 | $651 | $651 |
| CENTURYLINK INC | 2015-01-12 | 2018-02-27 | $5,993 | $12,911 | -$6,918 | -$6,918 |
| FMC CORP COM | 2017-12-27 | 2018-01-23 | $897 | $950 | -$53 | -$53 |
| AT&T INC | 2015-08-17 | 2018-02-08 | $8,941 | $8,612 | $329 | $329 |
| CENTURYLINK INC | 2015-01-12 | 2018-02-21 | $5,745 | $12,520 | -$6,775 | -$6,775 |
| KOMATSU NEW | 2017-12-27 | 2018-04-06 | $960 | $1,085 | -$125 | -$125 |
| CATERPILLAR INC DEL | 2017-12-27 | 2018-05-22 | $1,581 | $1,574 | $7 | $7 |
| DOWDUPONT INC COM | 2017-12-21 | 2018-05-22 | $342 | $358 | -$16 | -$16 |
| DOWDUPONT INC COM | 2017-12-27 | 2018-05-22 | $1,027 | $1,071 | -$44 | -$44 |
| DOWDUPONT INC COM | 2018-01-23 | 2018-05-22 | $685 | $758 | -$73 | -$73 |
| MARTIN MARIETTA MALTS | 2017-12-27 | 2018-05-22 | $1,088 | $1,095 | -$7 | -$7 |
| DOWDUPONT INC COM | 2017-12-21 | 2018-03-06 | $355 | $358 | -$3 | -$3 |
| CUMMINS INC COM | 2017-12-27 | 2018-03-01 | $1,618 | $1,763 | -$145 | -$145 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$22,091 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,651 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $235,939 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053620 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,970 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $233,618 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055518 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $14,259 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $254,956 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055927 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,046 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $263,965 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.030481 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,135 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $193,549 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.026531 | DistributionYr5Rt |
| Total Distribution | 0.222077 | TotalDistributionRt |
| Average Distribution | 0.044415 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $225,820 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,030 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $77 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,107 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $9,930 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $154 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $154 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $154 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $154 | 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 | 2228 BLACK ROCK TURNPIKE SUITE 204 | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06825 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EUGENE H GANS | ||||||||
| 514 HARVEST COMMONS | WESTPORT | CT | 068803950 | TRUSTEE,FOUNDATION MANAGER | 2.00 | $0 | $0 | $0 |
| ROSLYN P GANS | ||||||||
| 514 HARVEST COMMONS | WESTPORT | CT | 068803950 | TRUSTEE,FOUNDATION MANAGER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $165,254 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $64,005 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $229,259 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $229,259 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,439 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $225,820 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,291 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,291 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $154 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $154 | TotalTaxAmt |
| Distributable Before Adj | $11,137 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,137 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,137 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,930 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,930 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,930 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,137 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,821 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,930 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,821 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,109 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $10,028 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2007-02-27 | PrivateOperatingFndtnRulingDt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EUGENE H GANS | ContributingManagerNm |
| Contributing Manager | ROSLYN P GANS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AARP FOUNDATION | ||||||
| PO BOX 93207 | LONG BEACH | CA | 90809 | PUBLIC CHARITY | GENERAL SUPPORT | $90 |
| ALTZHEIMERS DISEASE RESEARCH | ||||||
| 22512 GATEWAY CIRCLE DRIVE | CLARKSBURG | MD | 20871 | PUBLIC CHARITY | GENERAL SUPPORT | $800 |
| AMERICAN INSTITUTE CANCER RESEARCH | ||||||
| 1560 WILSON BLVD SUITE 1000 | ARLINGTON | VA | 22209 | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| AMERICAN RED CROSS (HURRICANE) | ||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | PUBLIC CHARITY | GENERAL SUPPORT | $300 |
| AMERICAN TINNITUS ORGANIZATION | ||||||
| PO BOX 424049 | WASHINGTON | DC | 20042 | PUBLIC CHARITY | GENERAL SUPPORT | $50 |
| ASPCA - CT | ||||||
| 424 E 92ND STREET | NEW YORK | NY | 10128 | PUBLIC CHARITY | GENERAL SUPPORT | $450 |
| BRONX HS OF SCIENCE | ||||||
| 75 W 205 STREET | BRONX | NY | 10468 | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| COLUMBIA UNIVERSITY MSPH | ||||||
| 722 WEST 168 STREET | NEW YORK | NY | 10032 | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | PUBLIC CHARITY | GENERAL SUPPORT | $400 |
| FOOD BANK CT | ||||||
| 2 RESARCH PARKWAY | WALLINGFORD | CT | 06492 | PUBLIC CHARITY | GENERAL SUPPORT | $800 |
| HUMAINE SOCIETY | ||||||
| 1255 3RD STREET SUITE 450 | WASHINGTON | DC | 20037 | PUBLIC CHARITY | GENERAL SUPPORT | $550 |
| LEAQUE OF WOMEN VOTERS | ||||||
| 1730 M STREET | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL SUPPORT | $50 |
| MS SOCIETY | ||||||
| PO BOX 4527 | NEW YORK | NY | 10163 | PUBLIC CHARITY | GENERAL SUPPORT | $50 |
| NARAL PRO CHOICE | ||||||
| 1156 15TH STREET | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| NATIONAL KIDNEY FOUNDATION | ||||||
| 270 PEACHTREE STREET 1040 | ATLANTA | GA | 30303 | PUBLIC CHARITY | GENERAL SUPPORT | $200 |
| NATIONAL PSORIASIS FOUNDATION | ||||||
| 660 SW 92ND AVE 300 | PORTLAND | OR | 97223 | PUBLIC CHARITY | GENERAL SUPPORT | $200 |
| PLANNED PARENTHOOD | ||||||
| 123 WILLIAMS STREET 10TH FLOOR | NEW YORK | NY | 10038 | PUBLIC CHARITY | GENERAL SUPPORT | $800 |
| PUBLIC RADIO- ATLANTA WSHU-CT NY | ||||||
| 5151 PARK AVE | FAIRFIELD | CT | 06825 | PUBLIC CHARITY | GENERAL SUPPORT | $400 |
| SIMON WIESENTHAL CENTER | ||||||
| 1399 S ROXBURY DR | LOS ANGELES | CA | 90035 | PUBLIC CHARITY | GENERAL SUPPORT | $250 |
| SUNRISE ROTARY CLUB | ||||||
| 1560 SHERMAN AVE | EVANSTON | IL | 60201 | PUBLIC CHARITY | GENERAL SUPPORT | $40 |
| UNIVERSITY OF WISCONSIN - HIGUCHI FUND | ||||||
| US BANK LOCKBOX PO BOX 78807 | MADISON | WI | 53726 | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| WESTPORT EMERGENCY MEDICAL SERVICE | ||||||
| 50 JESUP ROAD | WESTPORT | CT | 06880 | PUBLIC CHARITY | GENERAL SUPPORT | $150 |
| WESTPORT LIBRARY | ||||||
| 20 JESUP ROAD | WESTPORT | CT | 06880 | PUBLIC CHARITY | GENERAL SUPPORT | $250 |
| WESTPORT POLICE ATHLETIC LEAGUE | ||||||
| 16 TESTA PLACE | NORWALK | CT | 06854 | PUBLIC CHARITY | GENERAL SUPPORT | $50 |
| WESTPORT SENIOR CENTER | ||||||
| 21 IMPERIAL AVE | WESTPORT | CT | 06880 | PUBLIC CHARITY | GENERAL SUPPORT | $250 |
| WORLD WILDLIFE FOUNDATION | ||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,930 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,719 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$22,091 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,719 | ExclusionAmt |
| Related Or Exempt Function Incm | -$22,091 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$14,372 | 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 | $2,575 | 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 | $203,616 | EOYBookValueAmt |
| EOYFMV | $203,858 | 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 | $1,314 | 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 | $111 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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