GENDELL FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GENDELL FAMILY FOUNDATION INC (EIN 20-4759507)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-05
- IRS object ID
- 201641269349100349
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-05T14:31:34-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-04-29 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $973,707 | 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 | $24 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $31,937 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,937 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,278 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,278 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,278 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $33,239 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,239 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $300 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $9,063 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $9,063 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,363 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,063 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,865 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,865 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $44,228 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,928 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,989 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,239 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $71,125 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,310 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,310 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $835,975 | CorporateStockBOYAmt |
| Corporate Stock EOY | $835,101 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $912,397 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $907,100 | TotalAssetsBOYAmt |
| Total Assets EOY | $896,411 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $973,707 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $907,100 | RetainedEarningBOYAmt |
| Retained Earning EOY | $896,411 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $907,100 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $896,411 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $907,100 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $896,411 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $907,100 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,989 | ExcessRevenueOverExpensesAmt |
| Subtotal | $896,111 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $896,111 | 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 | $1,278 | GrossSalesPriceAmt |
| Cost Or Other Basis | $0 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,278 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,278 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,278 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $94,715 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,044,539 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.090676 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $42,775 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $992,550 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043096 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $44,407 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $930,449 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047726 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $43,356 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $937,392 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046252 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $43,121 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $883,477 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048808 | DistributionYr5Rt |
| Total Distribution | 0.276558 | TotalDistributionRt |
| Average Distribution | 0.055312 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,003,680 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $55,516 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $332 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $55,848 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $43,928 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $665 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $665 | SubtotalAmt |
| Tax Based On Investment Income | $665 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $751 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $751 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $86 | OverpaymentAmt |
| Applied To ES Tax | $86 | 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 (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 | 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 | $949,862 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $69,102 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,018,964 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,018,964 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,284 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,003,680 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,184 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,184 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $665 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $665 | TotalTaxAmt |
| Distributable Before Adj | $49,519 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $49,519 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $49,519 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,928 | 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 | $43,928 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $43,928 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,519 | DistributableAsAdjustedAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $4,832 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $44,186 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $49,018 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $43,928 | QualifyingDistributionsAmt |
| Applied To Current Year | $43,928 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $5,591 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,591 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $43,427 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $43,427 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $43,427 | ExcessFromYear1Amt |
| 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 (78 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACKERMAN INSTITUTE FOR THE FAMILY | |||||||
| 936 BROADWAY | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $125 |
| ACT 3 PRODUCTIONS INC | |||||||
| PO BOX 76643 | SANDY SPRINGS | GA | 30358 | N/A | PC | General & Unrestricted | $300 |
| AFRICAN WILDLIFE FOUNDATION | |||||||
| 1400 16TH ST NW STE 120 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $100 |
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAM ST NW STE 600 | ATLANTA | GA | 30303 | N/A | PC | Fight For the Cure Campaign | $100 |
| ANGELS AMONG US PET RESCUE INC | |||||||
| 2350 FLINT CREEK DR | CUMMING | GA | 30041 | N/A | PC | General & Unrestricted | $130 |
| ATLANTA BALLET INCORPORATED | |||||||
| 1695 MARIETTA BLVD NW | ATLANTA | GA | 30318 | N/A | PC | General & Unrestricted | $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 |
| BRAIN TUMOR FOUNDATION | |||||||
| 25 W 45TH ST STE 1405 | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $300 |
| CHILDRENS HEALTHCARE OF ATLANTA INC | |||||||
| PARK N 1577 NE EXPY STE | ATLANTA | GA | 30329 | N/A | PC | North Buckhead Friends - Mailbox Brigade Initiative | $55 |
| CLIFFS RESIDENTS OUTREACH INC | |||||||
| 325A RAPTOR WAY | LANDRUM | SC | 29356 | N/A | PC | General & Unrestricted | $1,000 |
| CONGREGATION BETH EMETH | |||||||
| 12523 LAWYERS RD | HERNDON | VA | 20171 | N/A | PC | Annual Appeal 5776 Fund | $540 |
| COVENANT HOUSE | |||||||
| 460 W 41ST ST | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $100 |
| CULTURE OF RESPECT INC | |||||||
| 19 CRAWFORD RD | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $100 |
| DUNWOODY PRESERVATION TR INC | |||||||
| PO BOX 888658 | DUNWOODY | GA | 30356 | N/A | PC | General & Unrestricted | $250 |
| DUNWOODY STAGE DOOR PLAYERS INC | |||||||
| PO BOX 888131 | ATLANTA | GA | 30356 | N/A | PC | General & Unrestricted | $250 |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC | |||||||
| 450 LEXINGTON AVE PO BOX 3886 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $75 |
| 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 | $75 |
| FURMAN UNIVERSITY | |||||||
| 3300 POINSETT HWY | GREENVILLE | SC | 29613 | N/A | PC | OLLI Mosaics Project | $300 |
| GIRL SCOUT COUNCIL OF THE NATION'S CAPITAL | |||||||
| 4301 CONNECTICUT AVE NW STE M2 | WASHINGTON | DC | 20008 | N/A | PC | Astronomy program for summer camp | $2,000 |
| GOODSPEED OPERA HOUSE FOUNDATION INC | |||||||
| PO BOX A | EAST HADDAM | CT | 06423 | N/A | PC | Musical Writers Colony of Goodspeed Division | $1,000 |
| GREENVILLE JEWISH FEDERATION INC | |||||||
| PO BOX 5262 | GREENVILLE | SC | 29606 | N/A | PC | General & Unrestricted | $150 |
| GREENWICH COUNTRY DAY SCHOOL INC | |||||||
| PO BOX 623 | GREENWICH | CT | 06836 | N/A | PC | Annual Fund | $2,500 |
| 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 TEEN CENTER INC | |||||||
| PO BOX 1339 | GREENWICH | CT | 06836 | N/A | PC | General & Unrestricted | $500 |
| GREENWICH TREE CONSERVANCY INC | |||||||
| PO BOX 4215 | GREENWICH | CT | 06831 | N/A | PC | General & Unrestricted | $250 |
| HADASSAH FOUNDATION INC | |||||||
| 40 WALL ST | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $75 |
| HALEAKALA INC | |||||||
| 512 W 19TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $1,000 |
| HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $50 |
| HOMES WITH HOPE INC | |||||||
| 49 RICHMONDVILLE AVE STE 112 | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $500 |
| HUT OUTREACH | |||||||
| PO BOX 8851 | TOLEDO | OH | 43623 | N/A | PC | Women's Center in Haiti (care of Joni Aredia) | $1,200 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | N/A | PC | General & Unrestricted | $125 |
| ITNCOASTALCT INC | |||||||
| 303 LINWOOD AVE | FAIRFIELD | CT | 06824 | N/A | PC | General & Unrestricted | $100 |
| ITS THE JOURNEY INC | |||||||
| 270 CARPENTER DR STE 515 | ATLANTA | GA | 30328 | N/A | PC | in support of the Atlanta 2 Day Walk for Breast Cancer | $100 |
| JDRF INTERNATIONAL | |||||||
| 26 BROADWAY 14TH FL | NEW YORK | NY | 10004 | N/A | PC | Charitable Event | $100 |
| JEWISH FAMILY & CAREER SERVICES INC | |||||||
| 4549 CHAMBLEE DUNWOODY RD | ATLANTA | GA | 30338 | N/A | PC | General & Unrestricted | $250 |
| JEWISH FAMILY & CAREER SERVICES INC | |||||||
| 4549 CHAMBLEE DUNWOODY RD | ATLANTA | GA | 30338 | N/A | PC | Shalom Bayit Program | $250 |
| JUVENILE DIABETES RESEARCH FOUNDATION INTERNATIONA | |||||||
| 3525 PIEDMONT RD NE BLDG 6 300 | ATLANTA | GA | 30305 | N/A | PC | General & Unrestricted | $250 |
| KIDS IN CRISIS INC | |||||||
| 1 SALEM ST | COS COB | CT | 06807 | N/A | PC | General & Unrestricted | $250 |
| LITERACY ACTION INC | |||||||
| 100 EDGEWOOD AVE STE 650 | ATLANTA | GA | 30303 | N/A | PC | Charitable Event | $250 |
| MELANOMA RESEARCH FOUNDATION | |||||||
| 1411 K ST NW STE 800 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $250 |
| MERCY LEARNING CENTER OF BRIDGEPORT INCORPORATED | |||||||
| 637 PARK AVE | BRIDGEPORT | CT | 06604 | N/A | PC | General & Unrestricted | $300 |
| NEIGHBOR TO NEIGHBOR INC | |||||||
| 248 E PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $250 |
| NEIGHBORHOOD STUDIOS OF FAIRFIELD COUNTY INC | |||||||
| 391 E WASHINGTON AVE | BRIDGEPORT | CT | 06608 | N/A | PC | General & Unrestricted | $400 |
| NEW HORIZON FAMILY HEALTH SERVICES INC | |||||||
| 975 W FARIS RD | GREENVILLE | SC | 29605 | N/A | PC | General & Unrestricted | $500 |
| OPERATION SMILE INC | |||||||
| 3641 FACULTY BLVD | VIRGINIA BEACH | VA | 23453 | N/A | PC | General & Unrestricted | $100 |
| PHILHARMONIC-SYMPHONY SOCIETY OF NEW YORK INC | |||||||
| 10 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $2,000 |
| POSITIVE DIRECTIONS-THE CENTER FOR PREVENTION AND | |||||||
| 420 POST RD W | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $200 |
| POTTERS HOUSE | |||||||
| 1638 SWEET CITY RD | ELBERTON | GA | 30635 | N/A | PC | General & Unrestricted | $500 |
| PROJECT ALS INC | |||||||
| 801 RIVERSIDE DR APT 6G | NEW YORK | NY | 10032 | N/A | PC | General & Unrestricted | $1,000 |
| RON CLARK ACADEMY INC | |||||||
| 228 MARGARET ST SE | ATLANTA | GA | 30315 | N/A | PC | UBS Scholarship Campaign | $100 |
| SAVE THE CHILDREN FEDERATION INC | |||||||
| 501 KINGS HWY E STE 400 | FAIRFIELD | CT | 06825 | N/A | PC | General & Unrestricted | $100 |
| SIGMA ALPHA EPSILON FOUNDATION | |||||||
| 1856 SHERIDAN RD | EVANSTON | IL | 60201 | N/A | PC | General & Unrestricted | $100 |
| SOPHIA ACADEMY INC | |||||||
| 2880 DRESDEN DR | ATLANTA | GA | 30341 | N/A | PC | General & Unrestricted | $400 |
| SOPHIA ACADEMY INC | |||||||
| 2880 DRESDEN DR | ATLANTA | GA | 30341 | N/A | PC | Corrigan Fund | $165 |
| SOPHIA ACADEMY INC | |||||||
| 2880 DRESDEN DR | ATLANTA | GA | 30341 | N/A | PC | Sophia Annual Fund | $100 |
| SPRUILL CENTER FOR THE ARTS INC | |||||||
| 5339 CHAMBLEE DUNWOODY RD | ATLANTA | GA | 30338 | N/A | PC | General & Unrestricted | $300 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDES PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $125 |
| STAPLES HIGH SCHOOL TUITION GRANTS COMMITTEE INC | |||||||
| PO BOX 5159 | WESTPORT | CT | 06881 | N/A | PC | #15 Preston Hirten Scholarship | $125 |
| TEMPLE OF ISRAEL OPERATIONS ENDOWMENT FUND | |||||||
| 400 SPRING FOREST RD | GREENVILLE | SC | 29615 | N/A | PC | General & Unrestricted | $150 |
| THE COMMUNITY FOUNDATION FOR THE CENTRAL SAVANNAH | |||||||
| 1450 GREENE ST | AUGUSTA | GA | 30901 | N/A | PC | Charitable Event | $1,500 |
| THE GEORGE W BUSH PRESIDENTIAL LIBRARY FOUNDATION | |||||||
| 2943 SMU BLVD | DALLAS | TX | 75205 | N/A | PC | General & Unrestricted | $2,000 |
| THE JEWISH FEDERATION OF GREATER WASHINGTON INC | |||||||
| 6101 EXECUTIVE BLVD | NORTH BETHESDA | MD | 20852 | N/A | PC | General & Unrestricted | $1,000 |
| THE MARITIME AQUARIUM AT NORWALK INC | |||||||
| 10 N WATER ST | SOUTH NORWALK | CT | 06854 | N/A | PC | General & Unrestricted | $200 |
| THE OHIO STATE UNIVERSITY FOUNDATION | |||||||
| 660 ACKERMAN RD RM 637 | COLUMBUS | OH | 43218 | N/A | PC | College of Dentistry Division | $300 |
| TURNINGPOINT BREAST CANCER REHABILITATION INC | |||||||
| 8010 ROSWELL RD STE 120 | ATLANTA | GA | 30350 | N/A | PC | General & Unrestricted | $250 |
| UNITED STATES FUND FOR UNICEF - SOUTHEAST REGIONAL | |||||||
| 1447 PEACHTREE ST STE 530 | ATLANTA | GA | 30309 | N/A | PC | General & Unrestricted | $50 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | N/A | PC | General & Unrestricted | $750 |
| UPSTATE WARRIOR SOLUTION INC | |||||||
| 3 CALEDON CT | GREENVILLE | SC | 29615 | N/A | PC | General & Unrestricted | $250 |
| VISITING NURSE HEALTH SYSTEM INC | |||||||
| 5775 GLENRIDGE DR NE STE E 20 | ATLANTA | GA | 30328 | N/A | PC | General & Unrestricted | $250 |
| 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 | $350 |
| WOMEN IN NEED INC | |||||||
| 115 W 31ST ST | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $2,400 |
| WWP INC - WOUNDED WARRIOR PROJECT INC | |||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | N/A | PC | General & Unrestricted | $450 |
| WYOMING SCHOOL FOUNDATION | |||||||
| 420 SPRINGFIELD PIKE STE K | WYOMING | OH | 45215 | N/A | PC | General & Unrestricted | $700 |
| WYOMING SCHOOL FOUNDATION | |||||||
| 420 SPRINGFIELD PIKE STE K | WYOMING | OH | 45215 | N/A | PC | For the class challenge Capital Campaign | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,865 | 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 | $24 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,937 | 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 | $1,278 | 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 | $33,239 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,239 | 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 (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ANNALY MTG MGMT INC. COM | $34,357 | $18,760 |
| BANK OF AMERICA CORP | $90,980 | $33,727 |
| DUKE ENERGY CO | $40,072 | $55,684 |
| HONEYWELL INTL | $54,112 | $103,570 |
| ISHARES IBOXX $ HIGH YIELD COR | $90,797 | $80,580 |
| ISHARES IBOXX $ INVESTMENT GRA | $112,367 | $114,010 |
| ISHARES RUSSELL 2000 | $68,638 | $112,620 |
| SPDR BARCLAYS CAPITAL HYB ETF | $146,626 | $122,076 |
| SPECTRA ENERGY CORP-W/I | $28,888 | $28,010 |
| TRAVELERS COMPANIES INC | $30,479 | $56,430 |
| VANGUARD S&P 500 ETF | $137,785 | $186,930 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $9,038 | $9,038 |
| 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 2015 | CategoryTxt |
| Amt | $300 | Amt |
Comments