GENDELL FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GENDELL FAMILY FOUNDATION INC (EIN 20-4759507)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-17
- IRS object ID
- 201831079349100903
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-17T14:22:40-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-04-06 | 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 | 108.14.9.153 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520181075000029 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-04-17 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A03CA8425FE017993163D7917FD3F5FFAC126974 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 259C731B7C7CCB55DA46458F0098BC0D5A2501CB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,170,653 | 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 | $79 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $79 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,137 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,137 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $138 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $138 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $29,354 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,354 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,533 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $9,281 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $9,281 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,814 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,281 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,314 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,781 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,960 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,354 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $71,916 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $63,956 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $63,956 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $821,368 | CorporateStockBOYAmt |
| Corporate Stock EOY | $821,368 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,106,697 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $893,284 | TotalAssetsBOYAmt |
| Total Assets EOY | $885,324 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,170,653 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $893,284 | RetainedEarningBOYAmt |
| Retained Earning EOY | $885,324 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $893,284 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $885,324 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $893,284 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $885,324 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $893,284 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,960 | ExcessRevenueOverExpensesAmt |
| Subtotal | $885,324 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $885,324 | 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 | $44,596 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $999,763 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044607 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $43,928 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,003,680 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043767 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $94,715 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,044,539 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.090676 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $42,775 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $992,550 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043096 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $44,407 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $930,449 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047726 | DistributionYr5Rt |
| Total Distribution | 0.269872 | TotalDistributionRt |
| Average Distribution | 0.053974 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,102,622 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $59,513 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $294 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $59,807 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $35,781 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $587 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $587 | SubtotalAmt |
| Tax Based On Investment Income | $587 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $13 | OverpaymentAmt |
| Applied To ES Tax | $13 | 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 |
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 | $1,050,066 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $69,347 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,119,413 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,119,413 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,791 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,102,622 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,131 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,131 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $587 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $587 | TotalTaxAmt |
| Distributable Before Adj | $54,544 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $54,544 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $54,544 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,781 | 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 | $35,781 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $35,781 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,544 | DistributableAsAdjustedAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr3 | $39,654 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $39,654 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,781 | QualifyingDistributionsAmt |
| Applied To Current Year | $35,781 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $18,763 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $18,763 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $20,891 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $20,891 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $20,891 | ExcessFromYear3Amt |
| 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 (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||
| 250 WILLIAMS ST NW STE 600 | ATLANTA | GA | 30303 | N/A | PC | Adrian's Fight for the Cure - Adrian's Making Strides initiative | $100 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 250 WILLIAMS ST NW STE 600 | ATLANTA | GA | 30303 | N/A | PC | Charitable Event | $1,000 | |
| AMERICAN NATIONAL RED CROSS | ||||||||
| 2700 SW FREEWAY | HOUSTON | TX | 77098 | N/A | PC | Hurricane Harvey relief efforts fund | $2,000 | |
| ARTS COUNCIL OF FORT WORTH AND TARRANT COUNTY INC | ||||||||
| 1300 GENDY ST | FORT WORTH | TX | 76107 | N/A | PC | General & Unrestricted | $200 | |
| ATLANTA COMMUNITY FOOD BANK INC | ||||||||
| 732 JOSEPH E LOWERY BLVD NW | ATLANTA | GA | 30318 | N/A | PC | Jany Brown's Chili for the Children Campaign | $250 | |
| ATLANTA DREAM CENTER INC | ||||||||
| PO BOX 54537 | ATLANTA | GA | 30308 | N/A | PC | Charitable Event | $100 | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| 33 E 33RD ST 7TH FL | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $100 | |
| BOYS & GIRLS CLUB OF GREENWICH INC | ||||||||
| 4 HORSENECK LN | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $500 | |
| BREAST CANCER ALLIANCE INC | ||||||||
| 48 MAPLE AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $250 | |
| CHILDRENS HEALTHCARE OF ATLANTA INC - CHILDRENS HE | ||||||||
| PARK N 1577 NE EXPY STE A | ATLANTA | GA | 30329 | N/A | PC | Mailbox Wreath Program | $50 | |
| CITIZENS FOR RESPONSIBILITY AND ETHICS IN WASHINGT | ||||||||
| 455 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $250 | |
| COMMUNITY CENTERS INC | ||||||||
| 61 E PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $500 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 57 EXECUTIVE PARK S STE 380 | ATLANTA | GA | 30329 | N/A | PC | General & Unrestricted | $100 | |
| DANAS ANGELS RESEARCH TR | ||||||||
| 15 E PUTNAM AVE STE 117 | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $250 | |
| DUNWOODY NATURE CENTER INC | ||||||||
| PO BOX 88070 | DUNWOODY | GA | 30356 | N/A | PC | General & Unrestricted | $500 | |
| DUNWOODY PRESERVATION TR INC | ||||||||
| 4831 CHAMBLEE DUNWOODY RD | DUNWOODY | GA | 30338 | N/A | PC | the Donaldson-Bannister House restoration project | $500 | |
| FAMILY CENTERS INC | ||||||||
| 40 ARCH ST | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $250 | |
| FREEDOM SERVICE DOGS INC | ||||||||
| 2000 W UNION AVE | ENGLEWOOD | CO | 80110 | N/A | PC | General & Unrestricted | $250 | |
| FRIENDS OF NATHANIEL WITHERELL INC | ||||||||
| 70 PARSONAGE RD | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $250 | |
| FRIENDS OF THE WESTPORT LIBRARY INC | ||||||||
| 20 JESSUP RD | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $100 | |
| GARY SINISE FOUNDATION | ||||||||
| PO BOX 50008 | STUDIO CITY | CA | 91614 | N/A | PC | General & Unrestricted | $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 | $250 | |
| GREENWICH LIBRARY | ||||||||
| 101 W PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $250 | |
| GREENWICH TREE CONSERVANCY INC | ||||||||
| PO BOX 4215 | GREENWICH | CT | 06831 | N/A | PC | General & Unrestricted | $250 | |
| HERITAGE FOUNDATION | ||||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $100 | |
| HOMES WITH HOPE INC | ||||||||
| 49 RICHMONDVILLE AVE STE 112 | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $500 | |
| HOMESTRETCH INC | ||||||||
| 370 S WASHINGTON ST STE 400 | FALLS CHRUCH | VA | 22046 | N/A | PC | General & Unrestricted | $1,000 | |
| IN THE CITY CAMP INC | ||||||||
| 1669 ADELIA PL NE | ATLANTA | GA | 30329 | N/A | PC | General & Unrestricted | $200 | |
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||||
| 122 E 42ND ST 12TH FL | NEW YORK | NY | 10168 | N/A | PC | General & Unrestricted | $250 | |
| JEWISH FAMILY & CAREER SERVICES INC | ||||||||
| 4549 CHAMBLEE DUNWOODY RD | ATLANTA | GA | 30338 | N/A | PC | General & Unrestricted | $350 | |
| JUVENILE DIABETES RESEARCH FOUNDATION INTERNATIONA | ||||||||
| 3525 PIEDMONT RD NE BLDG 6 | ATLANTA | GA | 30305 | N/A | PC | General & Unrestricted | $2,500 | STE 300 |
| KIDS IN CRISIS INC | ||||||||
| 1 SALEM ST | COS COB | CT | 06807 | N/A | PC | General & Unrestricted | $500 | |
| LUNGEVITY FOUNDATION | ||||||||
| 228 S WABASH AVE STE 700 | CHICAGO | IL | 60604 | N/A | PC | General & Unrestricted | $125 | |
| MERCY LEARNING CENTER OF BRIDGEPORT INCORPORATED | ||||||||
| 637 PARK AVE | BRIDGEPORT | CT | 06604 | N/A | PC | Charitable Event | $2,500 | |
| METAVIVOR RESEARCH AND SUPPORT INC | ||||||||
| 1783 FOREST DR | ANNAPOLIS | MD | 21401 | N/A | PC | General & Unrestricted | $50 | |
| MT BETHEL ELEMENTARY SCHOOL FOUNDATION INC | ||||||||
| 1210 JOHNSON FERRY RD | MARIETTA | GA | 30068 | N/A | PC | General & Unrestricted | $125 | |
| NATIONAL ALLIANCE FOR MUSICAL THEATRE INC | ||||||||
| 520 8TH AVE 3RD FL STE 301 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $250 | |
| NEIGHBOR TO NEIGHBOR INC | ||||||||
| 248 E PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $500 | |
| NEST EGG FOUNDATION INC | ||||||||
| PO BOX 5178 | WESTPORT | CT | 06881 | N/A | PC | General & Unrestricted | $500 | |
| NOTRE DAME ACADEMY | ||||||||
| 4635 RIVER GREEN PKWY | DULUTH | GA | 30096 | N/A | PC | 2017 Annual Fund | $500 | |
| POSITIVE DIRECTIONS-THE CENTER FOR PREVENTION AND | ||||||||
| 90 POST RD W | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $200 | |
| PROJECT ALS INC | ||||||||
| 801 RIVERSIDE DR APT 6G | NEW YORK | NY | 10032 | N/A | PC | General & Unrestricted | $150 | |
| SECOND LEASH ON LIFE INC | ||||||||
| 7742 SPALDING DR STE 393 | NORCROSS | GA | 30092 | N/A | PC | General & Unrestricted | $250 | |
| SHERIFFS MEADOW FOUNDATION | ||||||||
| PO BOX 1088 | VINEYARD HAVEN | MA | 02568 | N/A | PC | General & Unrestricted | $250 | |
| SIGMA ALPHA EPSILON FOUNDATION | ||||||||
| 1856 SHERIDAN RD | EVANSTON | IL | 60201 | N/A | PC | General & Unrestricted | $100 | |
| SKIDMORE COLLEGE | ||||||||
| 815 N BROADWAY | SARATOGA SPGS | NY | 12866 | N/A | PC | General & Unrestricted | $300 | |
| STAGE DOOR PLAYERS INC | ||||||||
| PO BOX 888131 | ATLANTA | GA | 30356 | N/A | PC | General & Unrestricted | $300 | |
| STAPLES HIGH SCHOOL TUITION GRANTS COMMITTEE INC | ||||||||
| PO BOX 5159 | WESTPORT | CT | 06881 | N/A | PC | General & Unrestricted | $150 | |
| THE JEWISH FEDERATION OF GREATER WASHINGTON INC | ||||||||
| 6101 EXECUTIVE BLVD | NORTH BETHESDA | MD | 20852 | N/A | PC | General & Unrestricted | $1,500 | |
| THE MARITIME AQUARIUM AT NORWALK INC | ||||||||
| 10 N WATER ST | SOUTH NORWALK | CT | 06854 | N/A | PC | General & Unrestricted | $200 | |
| THE SOUND OF HOPE | ||||||||
| PO BOX 320044 | BIRMINGHAM | AL | 35232 | N/A | PC | Kristin's (Wint) Half for Hope Initiative | $100 | |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | N/A | PC | General & Unrestricted | $100 | |
| WASHINGTON PERFORMING ARTS SOCIETY | ||||||||
| 1400 K ST NW STE 500 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $2,500 | |
| WESTPORT UNIFORMED FIREFIGHTERS CHARITABLE FOUNDAT | ||||||||
| 515 POST RD E | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $100 | |
| WESTPORT VOLUNTEER EMERGENCY MEDICAL SERVICE INC | ||||||||
| 50 JESUP RD | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $100 | |
| WILLIAMS COLLEGE | ||||||||
| 75 PARK ST | WILLIAMSTOWN | MA | 01267 | N/A | PC | Annual fund for class of 1990 | $250 | |
| WWP INC - WOUNDED WARRIOR PROJECT INC | ||||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | N/A | PC | General & Unrestricted | $300 | |
| WYOMING SCHOOL FOUNDATION | ||||||||
| 420 SPRINGFIELD PIKE STE K | WYOMING | OH | 45215 | N/A | PC | General & Unrestricted | $450 | |
| YOUNG MENS CHRISTIAN ASSOC OF GREENWICH | ||||||||
| 50 E PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,500 | 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 | $79 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,137 | 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 |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION LAWSUIT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $138 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $29,354 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,354 | 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 | $87,260 |
| ISHARES IBOXX $ INVESTMENT GRA | $112,367 | $121,560 |
| ISHARES RUSSELL 2000 | $68,638 | $152,460 |
| SPDR BARCLAYS CAPITAL HYB ETF | $146,625 | $132,192 |
| VANGUARD S&P 500 ETF | $402,941 | $613,225 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $9,256 | $9,256 |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $138 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $138 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2017 | $600 |
| 990-PF Excise Tax for 2016 | $933 |
Comments