GENDELL FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GENDELL FAMILY FOUNDATION INC (EIN 20-4759507)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-04-14
- IRS object ID
- 201701049349100630
- Schema version
- 2016v3.0
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-14T12:43:41-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | vice president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2017-04-06 | 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 | 06391520171045000016 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-04-14 | 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 | 2016 | 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 | $1,054,991 | 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 | $26 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,254 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,254 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,789 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $291,677 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $51,645 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $42,069 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $80,925 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $600 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,926 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $8,926 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,526 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,926 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,670 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,670 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,196 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,596 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,127 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $80,925 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $61,310 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $71,916 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $71,916 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $835,101 | CorporateStockBOYAmt |
| Corporate Stock EOY | $821,368 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $983,075 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $896,411 | TotalAssetsBOYAmt |
| Total Assets EOY | $893,284 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,054,991 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $896,411 | RetainedEarningBOYAmt |
| Retained Earning EOY | $893,284 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $896,411 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $893,284 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $896,411 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $893,284 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $896,411 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,127 | ExcessRevenueOverExpensesAmt |
| Subtotal | $893,284 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $893,284 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $291,677 | GrossSalesPriceAmt |
| Cost Or Other Basis | $240,032 | CostOrOtherBasisAmt |
| Gain Or Loss | $51,645 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $51,645 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $51,645 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $43,928 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,003,680 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043767 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $94,715 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,044,539 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.090676 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $42,775 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $992,550 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043096 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $44,407 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $930,449 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047726 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $43,356 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $937,392 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046252 | DistributionYr5Rt |
| Total Distribution | 0.271517 | TotalDistributionRt |
| Average Distribution | 0.054303 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $999,763 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $54,290 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $809 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $55,099 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $44,596 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,619 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,619 | SubtotalAmt |
| Tax Based On Investment Income | $1,619 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $686 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $686 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $933 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
| Danna G Korell | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir / Sec | 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 | $932,121 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $82,867 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,014,988 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,014,988 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,225 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $999,763 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,988 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,988 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,619 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,619 | TotalTaxAmt |
| Distributable Before Adj | $48,369 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $48,369 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $48,369 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,596 | 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 | $44,596 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $44,596 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,369 | DistributableAsAdjustedAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $43,427 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $43,427 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $44,596 | QualifyingDistributionsAmt |
| Applied To Current Year | $44,596 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,773 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,773 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $39,654 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $39,654 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $39,654 | ExcessFromYear2Amt |
| 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 (71 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 | $400 |
| A BETTER CHANCE OF WESTPORT INC | |||||||
| PO BOX 2153 | WESTPORT | CT | 06880 | N/A | PC | Charitable Event | $350 |
| AFRICAN WILDLIFE FOUNDATION | |||||||
| 1400 16TH ST NW STE 120 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $250 |
| AGING VETERANS CARE RELIEF FUND | |||||||
| 4807 ROCKSIDE RD STE 510 | INDEPENDENCE | OH | 44131 | N/A | PC | General & Unrestricted | $500 |
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAM ST NW STE 600 | ATLANTA | GA | 30303 | N/A | PC | Charitable Event | $1,000 |
| APPLESEED FOUNDATION INC | |||||||
| 727 15TH ST NW 11TH FL | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $250 |
| ATLANTA BALLET INCORPORATED | |||||||
| 1695 MARIETTA BLVD NW | ATLANTA | GA | 30318 | N/A | PC | Atlanta Ballet Incorporated Campaign | $100 |
| ATLANTA COMMUNITY FOOD BANK INC | |||||||
| 732 JOSEPH E LOWERY BLVD NW | ATLANTA | GA | 30318 | N/A | PC | Charitable Event | $250 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 33 E 33RD ST 7TH FL | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $125 |
| 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 | Charitable Event | $500 |
| CALL A RIDE OF GREENWICH | |||||||
| 37 LAFAYETTE PL | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $150 |
| CLIFFS RESIDENTS OUTREACH INC | |||||||
| 325A RAPTOR WAY | LANDRUM | SC | 29356 | N/A | PC | General & Unrestricted | $5,000 |
| CONGREGATION BETH EMETH | |||||||
| 12523 LAWYERS RD | HERNDON | VA | 20171 | N/A | PC | General & Unrestricted | $720 |
| DANAS ANGELS RESEARCH TR | |||||||
| 15 E PUTNAM AVE STE 117 | GREENWICH | CT | 06830 | N/A | PC | Charitable Event | $250 |
| DO IT FOR THE LOVE | |||||||
| 952 SCHOOL ST 342 | NAPA | CA | 94559 | N/A | PC | General & Unrestricted | $100 |
| DUNWOODY NATURE CENTER INC | |||||||
| PO BOX 88070 | DUNWOODY | GA | 30356 | N/A | PC | General & Unrestricted | $1,000 |
| DUNWOODY PRESERVATION TR INC | |||||||
| 4831 CHAMBLEE DUNWOODY RD | DUNWOODY | GA | 30338 | N/A | PC | Preservation of the Donaldson/Bannister House | $1,000 |
| DUNWOODY STAGE DOOR PLAYERS INC | |||||||
| PO BOX 888131 | ATLANTA | GA | 30356 | N/A | PC | General & Unrestricted | $500 |
| ETHICAL CULTURE FIELDSTON SCHOOL | |||||||
| 33 CENTRAL PARK W | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $2,000 |
| 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 |
| 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 | $150 |
| GREENWICH TREE CONSERVANCY INC | |||||||
| PO BOX 4215 | GREENWICH | CT | 06831 | N/A | PC | General & Unrestricted | $250 |
| HOMES WITH HOPE INC | |||||||
| 49 RICHMONDVILLE AVE STE 112 | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $500 |
| HORACE MANN SCHOOL | |||||||
| 231 W 246TH ST | BRONX | NY | 10471 | N/A | PC | General & Unrestricted | $2,000 |
| IMENTOR | |||||||
| 30 BROAD ST 9TH FL | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $250 |
| IN THE CITY CAMP INC | |||||||
| 1669 ADELIA PL NE | ATLANTA | GA | 30329 | N/A | PC | General & Unrestricted | $40 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | N/A | PC | General & Unrestricted | $250 |
| ISLAND HOUSING TRUST CORPORATION | |||||||
| PO BOX 779 | WEST TISBURY | MA | 02575 | N/A | PC | General & Unrestricted | $500 |
| JEWISH FAMILY & CAREER SERVICES INC | |||||||
| 4549 CHAMBLEE DUNWOODY RD | ATLANTA | GA | 30338 | N/A | PC | General & Unrestricted | $250 |
| JUVENILE DIABETES RESEARCH FOUNDATION INTERNATIONA | |||||||
| 3525 PIEDMONT RD NE BLDG 6 STE 300 | ATLANTA | GA | 30305 | N/A | PC | Charitable Event | $1,250 |
| KIDS IN CRISIS INC | |||||||
| 1 SALEM ST | COS COB | CT | 06807 | N/A | PC | General & Unrestricted | $500 |
| LEUKEMIA & LYMPHOMA SOCIETY GEORGIA CHAPTER | |||||||
| 3715 NORTHSIDE PKWY BLDG 400 STE | ATLANTA | GA | 30327 | N/A | PC | General & Unrestricted | $200 |
| MERCY LEARNING CENTER OF BRIDGEPORT INCORPORATED | |||||||
| 637 PARK AVE | BRIDGEPORT | CT | 06604 | N/A | PC | General & Unrestricted | $500 |
| MIAMI UNIVERSITY FOUNDATION INC | |||||||
| 725 E CHESTNUT ST | OXFORD | OH | 45056 | N/A | PC | General & Unrestricted | $250 |
| MOST VALUABLE KIDS INC | |||||||
| 8832 READING RD | CINCINNATI | OH | 45215 | N/A | PC | General & Unrestricted | $100 |
| MOVING IN THE SPIRIT INC | |||||||
| 750 GLENWOOD AVE SE | ATLANTA | GA | 30316 | N/A | PC | Ragnar-Inman Campaign | $100 |
| MOVING IN THE SPIRIT INC | |||||||
| 750 GLENWOOD AVE SE | ATLANTA | GA | 30316 | N/A | PC | Ragnar Race 200 Mile Relay | $200 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 950 E PACES FRY RD NE110 | ATLANTA | GA | 30326 | N/A | PC | General & Unrestricted | $1,000 |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 777 6TH ST NW STE 700 | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $100 |
| NEIGHBOR TO NEIGHBOR INC | |||||||
| 248 E PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $500 |
| OHIO STATE UNIVERSITY | |||||||
| 281 W LN AVE | COLUMBUS | OH | 43210 | N/A | GOV | The School of Dentistry | $500 |
| POSITIVE DIRECTIONS-THE CENTER FOR PREVENTION AND | |||||||
| 420 POST RD W | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $100 |
| PROJECT ALS INC | |||||||
| 801 RIVERSIDE DR APT 6G | NEW YORK | NY | 10032 | N/A | PC | General & Unrestricted | $150 |
| RON CLARK ACADEMY INC | |||||||
| 228 MARGARET ST SE | ATLANTA | GA | 30315 | N/A | PC | General & Unrestricted | $100 |
| ROOM TO READ | |||||||
| 465 CALIFORNIA ST STE 1000 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $50 |
| SAVE THE CHILDREN FEDERATION INC | |||||||
| 501 KINGS HWY E STE 400 | FAIRFIELD | CT | 06825 | N/A | PC | General & Unrestricted | $100 |
| SHERIFFS MEADOW FOUNDATION | |||||||
| 57 DAVID AVE | 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 | $125 |
| SKIDMORE COLLEGE | |||||||
| 815 N BROADWAY | SARATOGA SPGS | NY | 12866 | N/A | PC | General & Unrestricted | $300 |
| SOPHIA ACADEMY INC | |||||||
| 2880 DRESDEN DR | ATLANTA | GA | 30341 | N/A | PC | General & Unrestricted | $100 |
| SOPHIA ACADEMY INC | |||||||
| 2880 DRESDEN DR | ATLANTA | GA | 30341 | N/A | PC | Tybee Island - 5th grade Program | $150 |
| SOPHIA ACADEMY INC | |||||||
| 2880 DRESDEN DR | ATLANTA | GA | 30341 | N/A | PC | Annual Fund | $500 |
| SOUTHERN POVERTY LAW CENTER INC | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $100 |
| STAPLES HIGH SCHOOL TUITION GRANTS COMMITTEE INC | |||||||
| PO BOX 5159 | WESTPORT | CT | 06881 | N/A | PC | General & Unrestricted | $500 |
| 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 | $500 |
| THE TREVOR PROJECT INC | |||||||
| 8704 SANTA MONICA BLVD | WEST HOLLYWOOD | CA | 90069 | N/A | PC | General & Unrestricted | $250 |
| UNITED SERVICE ORGANIZATIONS INC | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | N/A | PC | General & Unrestricted | $250 |
| 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 |
| WOMEN IN NEED INC | |||||||
| 115 W 31ST ST | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $2,000 |
| WOODS HOLE OCEANOGRAPHIC INSTITUTION | |||||||
| 266 WOODS HOLE RD MS 40 | WOODS HOLE | MA | 02543 | N/A | PC | General & Unrestricted | $100 |
| WREATHS ACROSS AMERICA | |||||||
| 4 POINT ST | COLUMBIA FALLS | ME | 04623 | N/A | PC | Sophia Academy - Atlanta, GA Campaign | $60 |
| WYOMING HIGH SCHOOL ALUMNI ASSOCIATION | |||||||
| 420 SPRINGFIELD PIKE STE K | CINCINNATI | OH | 45215 | N/A | PC | General & Unrestricted | $250 |
| WYOMING SCHOOL FOUNDATION | |||||||
| 420 SPRINGFIELD PIKE STE K | WYOMING | OH | 45215 | N/A | PC | General & Unrestricted | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,670 | 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 | $26 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,254 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,789 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $42,069 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,069 | 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 | Danna G Korell | PersonNm |
| Short Explanation | *DECEASED IN 2016 | 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 | $86,550 |
| ISHARES IBOXX $ INVESTMENT GRA | $112,367 | $117,180 |
| ISHARES RUSSELL 2000 | $68,638 | $134,850 |
| SPDR BARCLAYS CAPITAL HYB ETF | $146,625 | $131,220 |
| VANGUARD S&P 500 ETF | $402,941 | $513,275 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $8,901 | $8,901 |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2016 | CategoryTxt |
| Amt | $600 | Amt |
Comments