GENDELL FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- GENDELL FAMILY FOUNDATION INC (EIN 20-4759507)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-02
- IRS object ID
- 201501839349100130
- Schema version
- 2014v5.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-02T14:34:04-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 |
| Address Line2 | Suite 123 | AddressLine2Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | danna g korell | PersonNm |
| Person Title | secretary | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2015-06-03 | 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 | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,045,100 | 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 | $44 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $44 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $32,987 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,987 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$79,516 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $65,139 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $51,888 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$46,485 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $84,919 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,434 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $9,164 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $9,164 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,598 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,164 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $86,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $86,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $96,998 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $95,564 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$143,483 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $84,919 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $69,953 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $71,125 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $71,125 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $980,630 | CorporateStockBOYAmt |
| Corporate Stock EOY | $835,975 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $973,975 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,050,583 | TotalAssetsBOYAmt |
| Total Assets EOY | $907,100 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,045,100 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,050,583 | RetainedEarningBOYAmt |
| Retained Earning EOY | $907,100 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,050,583 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $907,100 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,050,583 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $907,100 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,050,583 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$143,483 | ExcessRevenueOverExpensesAmt |
| Subtotal | $907,100 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $907,100 | 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 | $65,139 | GrossSalesPriceAmt |
| Cost Or Other Basis | $13,251 | CostOrOtherBasisAmt |
| Gain Or Loss | $51,888 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $51,888 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $51,888 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $42,775 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $992,550 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043096 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $44,407 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $930,449 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047726 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $43,356 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $937,392 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046252 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $43,121 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $883,477 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048808 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $43,897 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $407,672 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.107677 | DistributionYr5Rt |
| Total Distribution | 0.293559 | TotalDistributionRt |
| Average Distribution | 0.058712 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,044,539 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $61,327 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $849 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $62,176 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $95,564 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $849 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $849 | SubtotalAmt |
| Tax Based On Investment Income | $849 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,300 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $451 | OverpaymentAmt |
| Applied To ES Tax | $451 | 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 |
|---|---|---|---|---|---|---|
| Adrian G Bonser DDS | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 |
| Bradley H Gendell | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 |
| Carin G Gendell | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 |
| David B Gendell | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 |
| Jeffrey L Gendell | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 |
| Marc S Gendell | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 |
| Marion Gendell | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir | 1.0 | $0 |
| Danna G Korell | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir / Sec | 1.0 | $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 | $962,565 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $97,881 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,060,446 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,060,446 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,907 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,044,539 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,227 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,227 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $849 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $849 | TotalTaxAmt |
| Distributable Before Adj | $51,378 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $51,378 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $51,378 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $95,564 | 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 | $95,564 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $849 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $94,715 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,378 | DistributableAsAdjustedAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $23,639 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,832 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $28,471 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $95,564 | QualifyingDistributionsAmt |
| Applied To Current Year | $51,378 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $44,186 | RemainingDistriFromCorpusAmt |
| Total Corpus | $72,657 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $23,639 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $49,018 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,832 | ExcessFromYear4Amt |
| Excess From Current Year | $44,186 | ExcessFromCurrentYearAmt |
| 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 (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFRICAN WILDLIFE FOUNDATION | |||||||
| 1400 16TH ST NW STE 120 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $250 |
| ALS ANGELS INC | |||||||
| 342 GREENS FARMS RD | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $100 |
| AMERICAN SOCIETY FOR TECHNION- ISRAEL INSTITUTE | |||||||
| 55 E 59TH ST | NEW YORK | NY | 10022 | N/A | PC | Goldy Research Fund | $200 |
| ART OMI INC | |||||||
| 55 5TH AVE FL 14 | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $2,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 33 E 33RD ST 7TH FL | NEW YORK | NY | 10016 | N/A | PC | 2014 Adelson Challenge | $1,000 |
| CHILDRENS HEALTHCARE OF ATLANTA INC | |||||||
| PARK N 1577 NE EXPY STE A | ATLANTA | GA | 30329 | N/A | PC | General & Unrestricted | $125 |
| CINCINNATI REDS COMMUNITY FUND | |||||||
| 100 MAIN ST | CINCINNATI | OH | 45202 | N/A | PC | Reds Urban Academy Project | $50,000 |
| CLIFFS RESIDENTS OUTREACH INC | |||||||
| 23 RAPTOR WAY | LANDRUM | SC | 29356 | N/A | PC | General & Unrestricted | $1,000 |
| DUNWOODY WOMANS CLUB INC | |||||||
| PO BOX 88664 | DUNWOODY | GA | 30356 | N/A | PC | Adopt-A-Bench Project | $1,000 |
| ETHICAL CULTURE FIELDSTON SCHOOL | |||||||
| 33 CENTRAL PARK W | NEW YORK | NY | 10023 | N/A | PC | Annual Fund | $3,000 |
| FAMILY CENTERS INC | |||||||
| PO BOX 7550 | GREENWICH | CT | 06836 | N/A | PC | General & Unrestricted | $250 |
| FRIENDS OF THE ARAVA INSTITUTE LTD | |||||||
| 896 BEACON ST | BOSTON | MA | 02215 | N/A | PC | General & Unrestricted | $300 |
| FRIENDS OF THE WESTPORT LIBRARY INC | |||||||
| 20 JESSUP RD | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $100 |
| GARDEN EDUCATION CENTER OF GREENWICH INC | |||||||
| PO BOX 1600 | COS COB | CT | 06807 | N/A | PC | General & Unrestricted | $250 |
| GIRL SCOUT COUNCIL OF THE NATION'S CAPITAL | |||||||
| 4301 CONNECTICUT AVE NW STE M2 | WASHINGTON | DC | 20008 | N/A | PC | Enhanced Astronomy Camping Program | $2,000 |
| GLASSY MOUNTAIN FIRE SAFETY DISTRICT | |||||||
| 2015 HWY 11 | LANDRUM | SC | 29356 | N/A | PC | General & Unrestricted | $300 |
| GOODSPEED OPERA HOUSE FOUNDATION INC | |||||||
| PO BOX A | EAST HADDAM | CT | 06423 | N/A | PC | General & Unrestricted | $250 |
| 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 | $250 |
| GREENWICH TREE CONSERVANCY INC | |||||||
| PO BOX 4215 | GREENWICH | CT | 06831 | N/A | PC | General & Unrestricted | $250 |
| HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $250 |
| HOMES WITH HOPE INC | |||||||
| 49 RICHMONDVILLE AVE STE 112 | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $500 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | N/A | PC | General & Unrestricted | $150 |
| ITNCOASTALCT INC | |||||||
| 303 LINWOOD AVE | FAIRFIELD | CT | 06824 | N/A | PC | General & Unrestricted | $100 |
| JEWISH FAMILY & CAREER SERVICES INC | |||||||
| 4549 CHAMBLEE DUNWOODY RD | ATLANTA | GA | 30338 | N/A | PC | General & Unrestricted | $250 |
| JDRF INTERNATIONAL | |||||||
| 3525 PIEDMONT RD NE BLDG 6 STE 300 | ATLANTA | GA | 30305 | N/A | PC | General & Unrestricted | $2,025 |
| JDRF INTERNATIONAL | |||||||
| 3525 PIEDMONT RD NE BLDG 6 STE 300 | ATLANTA | GA | 30305 | N/A | PC | Charitable Event | $500 |
| KELLOGG SCHOOL OF MANAGEMENT AT NORTHWESTERN | |||||||
| 2001 SHERIDAN RD | EVANSTON | IL | 60208 | N/A | PC | Class of 1979 Scholarship Fund | $1,000 |
| 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 | General & Unrestricted | $250 |
| MELANOMA RESEARCH FOUNDATION | |||||||
| 1411 K ST NW STE 800 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $150 |
| MERCY LEARNING CENTER OF BRIDGEPORT INCORPORATED | |||||||
| 637 PARK AVE | BRIDGEPORT | CT | 06604 | N/A | PC | General & Unrestricted | $300 |
| MONTGOMERY COUNTY HUMANE SOCIETY INC | |||||||
| 601 S STONESTREET AVE | ROCKVILLE | MD | 20850 | N/A | PC | General & Unrestricted | $500 |
| NATIONAL FOUNDATION FOR TEACHING ENTREPRENEURSHIP | |||||||
| 70 W RED OAK LN | WHITE PLAINS | NY | 10604 | N/A | PC | General & Unrestricted | $100 |
| 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 | $250 |
| POSITIVE DIRECTIONS-THE CENTER FOR PREVENTION | |||||||
| 420 POST RD W | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $200 |
| PROJECT ALS INC | |||||||
| 801 RIVERSIDE DR APT 6G | NEW YORK | NY | 10032 | N/A | PC | General & Unrestricted | $250 |
| PROJECT RETURN INC | |||||||
| 124 COMPO RD N | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $150 |
| ROOM TO READ | |||||||
| 111 SUTTER ST 16TH FL | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $250 |
| SAFE HARBOR INC | |||||||
| 429 N MAIN ST | GREENVILLE | SC | 29601 | N/A | PC | New Floor by the Cliffs Mountain Park | $2,200 |
| SKIDMORE COLLEGE | |||||||
| 815 N BROADWAY | SARATOGA SPGS | NY | 12866 | N/A | PC | General & Unrestricted | $300 |
| SOPHIA ACADEMY INC | |||||||
| 1199 BELLAIRE DR NE | BROOKHAVEN | GA | 30319 | N/A | PC | General & Unrestricted | $125 |
| SPRUILL CENTER FOR THE ARTS INC | |||||||
| 5339 CHAMBLEE DUNWOODY RD | ATLANTA | GA | 30338 | N/A | PC | General & Unrestricted | $150 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDES PL | MEMPHIS | TN | 38105 | 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 |
| SULGRAVE MANOR PRESERVATION FOUNDATION | |||||||
| 658 HIGHLAND AVE | FOR THOMAS | KY | 41075 | N/A | PC | General & Unrestricted | $1,000 |
| SYRACUSE UNIVERSITY | |||||||
| 820 COMSTOCK AVE STE 100 | SYRACUSE | NY | 13244 | N/A | PC | Orange Appeal for the recording of their new music | $1,000 |
| THE COMMUNITY FOUNDATION FOR THE CENTRAL SAVANNAH | |||||||
| 1450 GREENE ST | AUGUSTA | GA | 30901 | N/A | PC | General & Unrestricted | $300 |
| 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 | $2,000 |
| 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 PO BOX 183 | COLUMBUS | OH | 43218 | N/A | PC | The College of Dentistry | $500 |
| TOWN OF WESTPORT | |||||||
| 110 MYRTLE AVE RM 313 | WESTPORT | CT | 06880 | N/A | PC | Westport Volunteer Fire Department | $200 |
| TURNINGPOINT BREAST CANCER REHABILITATION INC | |||||||
| 8010 ROSWELL RD STE 120 | ATLANTA | GA | 30350 | N/A | PC | General & Unrestricted | $350 |
| UNITED STATES FUND FOR UNICEF - SOUTHEAST REGIONAL | |||||||
| 1447 PEACHTREE ST STE 530 | ATLANTA | GA | 30309 | N/A | PC | General & Unrestricted | $175 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | N/A | PC | General & Unrestricted | $500 |
| WESTPORT POLICE ATHLETIC LEAGUE | |||||||
| 50 JESUP RD | WESTPORT | CT | 06880 | N/A | PC | Fireworks Fund | $100 |
| WWP INC - WOUNDED WARRIOR PROJECT INC | |||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | N/A | PC | General & Unrestricted | $750 |
| WYOMING SCHOOL FOUNDATION | |||||||
| 420 SPRINGFIELD PIKE STE K | WYOMING | OH | 45215 | N/A | PC | General & Unrestricted | $250 |
| WYOMING SCHOOL FOUNDATION | |||||||
| 420 SPRINGFIELD PIKE STE K | WYOMING | OH | 45215 | N/A | PC | Eve Bolton Field Trip Fund - Class of 1979 | $250 |
| AGING VETERANS CARE RELIEF FUND | |||||||
| 4807 ROCKSIDE RD STE 510 | INDEPENDENCE | OH | 44131 | N/A | PC | General & Unrestricted | $150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $86,400 | 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 | $44 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,987 | 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 | -$79,516 | 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 | -$46,485 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$46,485 | 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 | $35,231 | $21,620 |
| BANK OF AMERICA CORP | $90,980 | $35,852 |
| DUKE ENERGY CO | $40,072 | $65,161 |
| HONEYWELL INTERNATIONAL INC. | $54,112 | $99,920 |
| ISHARES IBOXX $ HIGH YIELD COR | $90,797 | $89,600 |
| ISHARES IBOXX $ INVESTMENT GRA | $112,367 | $119,410 |
| ISHARES RUSSELL 2000 | $68,638 | $119,620 |
| SPDR BARCLAYS CAPITAL HYB ETF | $146,626 | $138,996 |
| SPECTRA ENERGY CORP-W/I | $28,888 | $42,471 |
| TRAVELERS COMPANIES INC | $30,479 | $52,925 |
| VANGUARD S&P 500 ETF | $137,785 | $188,400 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $9,139 | $9,139 |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2014 | $1,300 |
| 990-PF Extension for 2013 | $134 |
Comments