GENE AND ROS GANS FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GENE AND ROS GANS FAMILY FOUNDATION (EIN 20-8084294)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-10-31
- IRS object ID
- 202543049349100309
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- 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 | 2025-10-31T08:07:56-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | 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 | ONE POST ROAD | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068246241 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | 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 | 6787774204 | 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 | 6787774204 | PhoneNum |
| Signature | 2025-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHARI ELIAS CPA | PreparerPersonNm |
| PTIN | P01263862 | PTIN |
| Phone | 2033332228 | PhoneNum |
| Preparation | 2025-10-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $273,965 | 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 | $4,996 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,996 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,593 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $252,221 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,593 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $13,589 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,589 | 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 | $3,371 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $288 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,861 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,520 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,171 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,171 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,691 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,171 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,102 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,589 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $2 | CashEOYAmt |
| Cash EOYFMV | $2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,105 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,283 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,283 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $158,017 | CorporateStockBOYAmt |
| Corporate Stock EOY | $138,735 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $245,680 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $169,122 | TotalAssetsBOYAmt |
| Total Assets EOY | $167,020 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $273,965 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $69,222 | RetainedEarningBOYAmt |
| Retained Earning EOY | $67,120 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $169,122 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $167,020 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $169,122 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $167,020 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $169,122 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,102 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $167,020 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $167,020 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (49 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| FEDERAL FARM CREDIT BANK | 2024-02-08 | 2024-07-26 | $25,000 | $24,991 | $9 | $9 |
| NVIDIA | 2024-03-28 | 2024-07-18 | $5,978 | $4,523 | $1,455 | $1,455 |
| APPLE INC | 2018-03-06 | 2024-08-05 | $3,061 | $663 | $2,398 | $2,398 |
| ELI LILLY & CO | 2020-06-25 | 2024-08-02 | $4,016 | $817 | $3,199 | $3,199 |
| MICROSOFT CORP | 2019-10-28 | 2024-08-02 | $4,077 | $1,441 | $2,636 | $2,636 |
| NVIDIA | 2021-09-08 | 2024-08-05 | $3,000 | $665 | $2,335 | $2,335 |
| APPLE INC | 2024-01-19 | 2024-08-05 | $3,061 | $2,875 | $186 | $186 |
| NVIDIA | 2024-01-19 | 2024-08-02 | $5,330 | $2,953 | $2,377 | $2,377 |
| ATHENE HOLDING LTD | 2020-03-09 | 2024-09-25 | $253 | $260 | -$7 | -$7 |
| ATHENE HOLDING LTD | 2020-03-10 | 2024-09-25 | $735 | $758 | -$23 | -$23 |
| ATHENE HOLDING LTD | 2020-03-11 | 2024-09-25 | $3,318 | $3,439 | -$121 | -$121 |
| FEDERAL FARM CREDIT BANK | 2024-02-12 | 2024-09-06 | $20,000 | $19,980 | $20 | $20 |
| FEDERAL HOME LOAN BANK | 2024-09-09 | 2024-09-24 | $25,129 | $25,076 | $53 | $53 |
| FEDERAL HOME LOAN BANK | 2024-04-29 | 2024-09-24 | $10,173 | $10,012 | $161 | $161 |
| FEDERAL HOME LOAN BANK | 2024-09-09 | 2024-10-16 | $10,073 | $10,030 | $43 | $43 |
| FEDERAL HOME LOAN BANK | 2024-04-29 | 2024-10-22 | $15,000 | $15,018 | -$18 | -$18 |
| HCA HEALTHCARE INC | 2024-08-13 | 2024-10-29 | $3,601 | $3,686 | -$85 | -$85 |
| HCA HEALTHCARE INC | 2024-09-26 | 2024-10-29 | $5,402 | $6,050 | -$648 | -$648 |
| UNIVERSAL HEALTH SVCS | 2024-08-13 | 2024-10-03 | $2,138 | $2,208 | -$70 | -$70 |
| UNIVERSAL HEALTH SVCS | 2024-09-26 | 2024-10-03 | $4,275 | $4,784 | -$509 | -$509 |
| ZILLOW GROUP | 2024-09-26 | 2024-10-07 | $4,555 | $4,943 | -$388 | -$388 |
| CLEAR SECURE | 2024-08-29 | 2024-11-18 | $2,560 | $3,003 | -$443 | -$443 |
| CLEAR SECURE | 2024-10-02 | 2024-11-18 | $5,125 | $6,097 | -$972 | -$972 |
| CLEAR SECURE | 2024-10-16 | 2024-11-18 | $2,562 | $3,737 | -$1,175 | -$1,175 |
| TENET HEALTHCARE | 2024-08-13 | 2024-11-26 | $2,891 | $3,055 | -$164 | -$164 |
| TENET HEALTHCARE | 2024-09-26 | 2024-11-26 | $4,337 | $4,933 | -$596 | -$596 |
| NOVO NORDISK | 2024-03-28 | 2024-12-27 | $4,413 | $6,433 | -$2,020 | -$2,020 |
| NOVO NORDISK | 2024-10-16 | 2024-12-27 | $1,765 | $2,359 | -$594 | -$594 |
| NOVO NORDISK | 2024-01-19 | 2025-02-03 | $2,483 | $3,222 | -$739 | -$739 |
| NVIDIA | 2025-01-22 | 2025-02-03 | $3,552 | $4,412 | -$860 | -$860 |
| TEXAS ROADHOUSE | 2024-10-02 | 2025-02-18 | $5,252 | $5,342 | -$90 | -$90 |
| TEXAS ROADHOUSE | 2024-10-16 | 2025-01-31 | $1,811 | $1,826 | -$15 | -$15 |
| TEXAS ROADHOUSE | 2024-10-16 | 2025-02-18 | $1,751 | $1,826 | -$75 | -$75 |
| TEXAS ROADHOUSE | 2024-10-29 | 2025-01-31 | $5,433 | $5,796 | -$363 | -$363 |
| TEXAS ROADHOUSE | 2024-11-26 | 2025-01-31 | $3,622 | $4,093 | -$471 | -$471 |
| NVIDIA | 2021-09-08 | 2025-03-03 | $2,265 | $443 | $1,822 | $1,822 |
| ALPHABET INC | 2025-01-22 | 2025-03-05 | $3,460 | $3,960 | -$500 | -$500 |
| DUOLINGO INC | 2025-02-18 | 2025-03-03 | $1,520 | $2,189 | -$669 | -$669 |
| DUTCH BROS | 2025-02-18 | 2025-03-10 | $1,752 | $2,549 | -$797 | -$797 |
| DRAFTKINGS | 2025-02-18 | 2025-03-03 | $2,090 | $2,574 | -$484 | -$484 |
| SNOWFLAKE INC | 2025-02-18 | 2025-03-10 | $2,985 | $3,844 | -$859 | -$859 |
| TOAST INC | 2025-02-18 | 2025-03-03 | $1,839 | $2,099 | -$260 | -$260 |
| COSTCO | 2024-01-19 | 2025-05-29 | $1,010 | $694 | $316 | $316 |
| UNITEDHEALTH GROUP | 2017-12-21 | 2025-05-29 | $2,087 | $1,553 | $534 | $534 |
| UNITEDHEALTH GROUP | 2018-03-06 | 2025-05-29 | $1,491 | $1,131 | $360 | $360 |
| SPOTIFY | 2024-10-16 | 2025-05-29 | $5,742 | $3,346 | $2,396 | $2,396 |
| CITIGROUP | 2024-04-03 | 2025-06-11 | $15,555 | $15,357 | $198 | $198 |
| DUOLINGO INC | 2025-05-29 | 2025-06-24 | $2,098 | $2,583 | -$485 | -$485 |
| APPLE BASIS ADJ | $2,595 | $2,595 | $2,595 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,593 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $189 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $189 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $189 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $189 | 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 | 1 POST ROAD | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2023 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2022 | UndistributedIncomePY2Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSLYN P GANS | PersonNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE,FOUNDATION MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $238,206 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,275 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $268,481 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $268,481 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,027 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $264,454 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,223 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,223 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $189 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $189 | TotalTaxAmt |
| Distributable Before Adj | $13,034 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,034 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,034 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,171 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,171 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,034 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $12,775 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Total For Prior Years | $459 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,171 | QualifyingDistributionsAmt |
| Applied To Year1 | $10,171 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $459 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $459 | Taxable1Amt |
| Taxable2 | $2,604 | Taxable2Amt |
| Undistributed Income CY | $13,034 | 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 | ROSLYN P GANS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACLU | |||||||
| PO BOX 77208 | ATLANTA | GA | 30335 | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| AMERICAN INSTITUTE CANCER RESEARCH | |||||||
| 1560 WILSON BLVD SUITE 1000 | ARLINGTON | VA | 22209 | PUBLIC CHARITY | GENERAL SUPPORT | $750 | |
| ASPCA - CT | |||||||
| 424 E 92ND STREET | NEW YORK | NY | 10128 | PUBLIC CHARITY | GENERAL SUPPORT | $750 | |
| BASEBALL HALL OF FAME | |||||||
| 25 MAIN ST | COOPERSTOWN | NY | 13326 | PUBLIC CHARITY | GENERAL SUPPORT | $167 | |
| CATHOLIC CHARITIES OF FINGER LAKES | |||||||
| 94 EXCHANGE ST | GENEVA | NY | 14456 | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| CONGREGATION RODEPH SHOLOM | |||||||
| 2385 PARK AVE | BRIDGEPORT | CT | 06604 | PUBLIC CHARITY | GENERAL SUPPORT | $350 | |
| CONNECTICUT FOODSHARES | |||||||
| 2 RESARCH PARKWAY | WALLINGFORD | CT | 06492 | PUBLIC CHARITY | GENERAL SUPPORT | $280 | |
| CORNELL UNIVERSITY | |||||||
| 130 E SENECA STREET SUITE 400 | ITHACA | NY | 14850 | PUBLIC CHARITY | GENERAL SUPPORT | $763 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| ENGLISH SPRINGER RESCUE AMERICA | |||||||
| 1025 ROSE CREEK DRIVE STE 620-305 | WOODSTOCK | GA | 30189 | PUBLIC CHARITY | GENERAL SUPPORT | $29 | |
| FEEDING AMERICA | |||||||
| PO BOX 96749 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| HIGH MUSEUM OF ART | |||||||
| 1280 PEACHTREE STREET | ATLANTA | GA | 30309 | PUBLIC CHARITY | GENERAL SUPPORT | $125 | |
| MMA - MET | |||||||
| 1000 5TH AVE | NY | NY | 10028 | PUBLIC CHARITY | GENERAL SUPPORT | $210 | |
| NORTHEAST HUMANE GA SOCIETY | |||||||
| 845 W RIDGE RD | GAINESVILLE | GA | 30501 | PUBLIC CHARITY | GENERAL SUPPORT | $218 | |
| NY PUBLIC RADIO | |||||||
| 160 VARICK STREET | NEW YORK | NY | 10101 | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| NY ROAD RUNNERS | |||||||
| 320 W 57TH ST | NY | NY | 10019 | PUBLIC CHARITY | GENERAL SUPPORT | $150 | |
| PLANNED PARENTHOOD | |||||||
| 123 WILLIAMS STREET 10TH FLOOR | NEW YORK | NY | 10038 | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 | |
| SMITHSONEAN | |||||||
| PO BOX 534776 | ATLANTA | GA | 30353 | PUBLIC CHARITY | GENERAL SUPPORT | $75 | |
| SUSAN B KOMEN FOUNDATION | |||||||
| 5005 LYNDON B JOHNSON FREEWAY STE | DALLAS | TX | 75244 | PUBLIC CHARITY | GENERAL SUPPORT | $120 | 250 |
| WABE | |||||||
| 3250 BISMARK ROAD NE | ATLANTA | GA | 30305 | PUBLIC CHARITY | GENERAL SUPPORT | $424 | |
| WEST HILL CEMETARY | |||||||
| 111 WOLF LANE | ITHACA | NY | 14850 | PUBLIC CHARITY | GENERAL SUPPORT | $200 | |
| WESTPORT VOLUNTEER FIREFIGHTERS | |||||||
| 515 OST ROAD EAST | WESTPORT | CT | 06880 | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| WSHU | |||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | PUBLIC CHARITY | GENERAL SUPPORT | $370 | |
| WSKG | |||||||
| 601 GATES ROAD | VESTAL | NY | 13850 | PUBLIC CHARITY | GENERAL SUPPORT | $240 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,171 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,996 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,593 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,996 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,593 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,589 | 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 | $3,371 | 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 | $138,735 | EOYBookValueAmt |
| EOYFMV | $245,680 | 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 | $1,861 | 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 | $288 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments