GENDELL FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GENDELL FAMILY FOUNDATION INC (EIN 20-4759507)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-08
- IRS object ID
- 201412209349100626
- Schema version
- 2013v3.1
- 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
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-08T16:10:30-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % c/o Foundation Source | InCareOfNm |
| Business Name Control | GEND | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| Address Line2 | Suite 123 | AddressLine2 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Danna G Korell | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2014-07-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,056,834 | 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 | $32,294 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,294 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,396 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $109,913 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,396 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $33,714 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,714 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $500 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,905 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $80 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,825 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,405 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $80 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,825 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,355 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $80 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,775 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,641 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,634 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $255,487 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $69,953 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $69,953 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $804,737 | CorporateStockBOYAmt |
| Corporate Stock EOY | $980,630 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $986,881 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,060,224 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,050,583 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,056,834 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,060,224 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,050,583 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,060,224 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,050,583 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,060,224 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,050,583 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,060,224 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,641 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,050,583 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,050,583 | 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 | $109,913 | GrossSalesPriceAmt |
| Cost Or Other Basis | $108,517 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,396 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,396 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,396 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $44,407 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $930,449 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047726 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $43,356 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $937,392 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046252 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $43,121 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $883,477 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048808 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $43,897 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $407,672 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.107677 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $47,935 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $608,958 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.078716 | DistributionYr5Rt |
| Total Distribution | 0.329179 | TotalDistributionRt |
| Average Distribution | 0.065836 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $992,550 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $65,346 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $336 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $65,682 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $42,775 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $673 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $673 | SubtotalAmt |
| Tax Based On Investment Income | $673 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $539 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $134 | AppliedToEsTaxAmt |
| Total Payments And Credits | $673 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
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 | co Foundation Source | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $910,540 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $97,125 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,007,665 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,007,665 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,115 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $992,550 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,628 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,628 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $673 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $673 | TotalTaxAmt |
| Distributable Before Adj | $48,955 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $48,955 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $48,955 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,775 | 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 | $42,775 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $42,775 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,955 | DistributableAsAdjustedAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $18,601 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,639 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,832 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $47,072 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $42,775 | QualifyingDistributionsAmt |
| Applied To Current Year | $42,775 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $6,180 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $6,180 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $40,892 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $12,421 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $28,471 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,639 | ExcessFromYear4Amt |
| Excess From Year3 | $4,832 | ExcessFromYear3Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARION GENDELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | 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 | $500 |
| AGING VETERANS CARE RELIEF FUND | |||||||
| 4807 ROCKSIDE RD STE 510 | INDEPENDENCE | OH | 44131 | N/A | PC | General & Unrestricted | $150 |
| BOYS & GIRLS CLUB OF GREENWICH INC | |||||||
| 4 HORSENECK LN | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $500 |
| BREAST CANCER ALLIANCE INC | |||||||
| 48 MAPLE AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $250 |
| BREAST CANCER RESEARCH FOUNDATION INC | |||||||
| 60 E 56TH ST | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $500 |
| CHILDRENS HEALTHCARE OF ATLANTA INC | |||||||
| PARK N 1577 NE EXPY STE A | ATLANTA | GA | 30329 | N/A | PC | Scottish Rite NICU - Music Player Fund | $100 |
| CLIFFS RESIDENTS OUTREACH INC | |||||||
| 8 PLUMLEY SUMMIT RD | LANDRUM | SC | 29356 | N/A | PC | General & Unrestricted | $1,000 |
| CONGREGATION BETH EMETH | |||||||
| 12523 LAWYERS RD | HERNDON | VA | 20171 | N/A | PC | General & Unrestricted | $1,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 424 MADISON AVE | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $300 |
| DEFENDERS FOR CHILDREN | |||||||
| 1140 WOODRUFF RD STE 108 10 | GREENVILLE | SC | 29607 | N/A | PC | General & Unrestricted | $500 |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| 333 7TH AVE | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $500 |
| Duke Comprehensive Cancer Center | |||||||
| POST OFC BOX 3828-DUMC | Durham | NC | 27710 | N/A | PC | General & Unrestricted | $150 |
| DUNWOODY PRESERVATION TR INC | |||||||
| PO BOX 888658 | ATLANTA | GA | 30356 | N/A | PC | General & Unrestricted | $300 |
| DUNWOODY STAGE DOOR PLAYERS INC | |||||||
| PO BOX 888131 | ATLANTA | GA | 30356 | N/A | PC | General & Unrestricted | $1,000 |
| EAST MARIETTA BASKETBALL INC | |||||||
| 33 WEATHERSTONE PKWY | MARIETTA | GA | 30068 | N/A | PC | General & Unrestricted | $100 |
| FAMILY CENTERS INC | |||||||
| PO BOX 7550 | GREENWICH | CT | 06836 | N/A | PC | General & Unrestricted | $250 |
| FREEDOM ALLIANCE | |||||||
| 22570 MARKEY CT STE 240 | DULLES | VA | 20166 | N/A | PC | General & Unrestricted | $150 |
| 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 |
| GREENWICH ADULT DAY CARE INC | |||||||
| 125 RIVER RD EXT | COS COB | CT | 06807 | N/A | PC | General & Unrestricted | $250 |
| GREENWICH EMERGENCY MEDICAL SERVICE INCORPORATED | |||||||
| 1111 E PUTNAM AVE | RIVERSIDE | CT | 06878 | N/A | PC | General & Unrestricted | $250 |
| GREENWICH 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 | $100 |
| HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $500 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 46 E 16TH AVE | COLUMBUS | OH | 43201 | N/A | PC | General & Unrestricted | $100 |
| HOMES WITH HOPE INC | |||||||
| 49 RICHMONDVILLE AVE STE 112 | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $500 |
| ITNCOASTALCT INC | |||||||
| PO BOX 231 | WESTPORT | CT | 06881 | N/A | PC | General & Unrestricted | $200 |
| 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 | 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 |
| LEUKEMIA & LYMPHOMA SOCIETY GEORGIA CHAPTER | |||||||
| 3715 NORTHSIDE PKWY BLDG 400 STE | ATLANTA | GA | 30327 | N/A | PC | Jill Heineck Team In Training Campaign | $250 |
| MAKE-A-WISH FOUNDATION OF GEORGIA AND ALABAMA INC | |||||||
| 1775 THE EXCHANGE SE STE 200 | ATLANTA | GA | 30339 | N/A | PC | General & Unrestricted | $300 |
| MELANOMA RESEARCH FOUNDATION | |||||||
| 1411 K ST NW STE 800 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $500 |
| MEYER CENTER FOR SPECIAL CHILDREN | |||||||
| 1132 RUTHERFORD RD | GREENVILLE | SC | 29609 | N/A | PC | General & Unrestricted | $300 |
| MIAMI UNIVERSITY FOUNDATION INC | |||||||
| 725 E CHESTNUT ST | OXFORD | OH | 45056 | N/A | PC | General & Unrestricted | $300 |
| MOVING IN THE SPIRIT INC | |||||||
| PO BOX 17628 | ATLANTA | GA | 30316 | N/A | PC | General & Unrestricted | $150 |
| NEIGHBOR TO NEIGHBOR INC | |||||||
| 248 E PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $250 |
| OPERATION SMILE INC | |||||||
| 3641 FACULTY BLVD | VIRGINIA BEACH | VA | 23453 | N/A | PC | General & Unrestricted | $150 |
| 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 | $1,000 |
| SCHOOL OF LEADERSHIP-AFGHANISTAN INC | |||||||
| 30 LUZON AVE | PROVIDENCE | RI | 02906 | N/A | PC | General & Unrestricted | $250 |
| SKIDMORE COLLEGE | |||||||
| 815 N BROADWAY | SARATOGA SPGS | NY | 12866 | N/A | PC | General & Unrestricted | $500 |
| SMILE TRAIN INC | |||||||
| 41 MADISON AVE 28TH FL | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $150 |
| SPRUILL CENTER FOR THE ARTS INC | |||||||
| 5339 CHAMBLEE DUNWOODY RD | ATLANTA | GA | 30338 | N/A | PC | General & Unrestricted | $300 |
| STAPLES HIGH SCHOOL TUITION GRANTS COMMITTEE INC | |||||||
| PO BOX 5159 | WESTPORT | CT | 06881 | N/A | PC | General & Unrestricted | $1,000 |
| SULGRAVE MANOR PRESERVATION FOUNDATION | |||||||
| PO BOX 42338 | CINCINNATI | OH | 45242 | N/A | PC | General & Unrestricted | $2,000 |
| TENNESSEE FISHER HOUSE FOUNDATION INC | |||||||
| PO BOX 774 | BRENTWOOD | TN | 37024 | N/A | PC | General & Unrestricted | $200 |
| THE JEWISH FEDERATION OF GREATER WASHINGTON INC | |||||||
| 6101 MONTROSE RD | ROCKVILLE | MD | 20852 | N/A | PC | General & Unrestricted | $1,500 |
| THE JEWISH FEDERATION OF GREATER WASHINGTON INC | |||||||
| 6101 MONTROSE RD | ROCKVILLE | MD | 20852 | N/A | PC | Sandy and Lenny Barmak Teen & Young Adult Engagement Fund | $500 |
| 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 | COLUMBUS | OH | 43218 | N/A | PC | The Ohio State Dental School Division | $500 |
| TIM REDOVIAN MEMORIAL FUND INC | |||||||
| 5952 PEACHTREE IND BLVD STE 15 | NORCROSS | GA | 30071 | N/A | PC | General & Unrestricted | $250 |
| UNITED STATES FUND FOR UNICEF | |||||||
| 125 MAIDEN LN FL 10 | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $100 |
| WESTPORT VOLUNTEER EMERGENCY MEDICAL SERVICE INC | |||||||
| 50 JESUP RD | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $150 |
| WOMEN IN NEED INC | |||||||
| 115 W 31ST ST | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $5,500 |
| WOMEN IN NEED INC | |||||||
| 115 W 31ST ST | NEW YORK | NY | 10001 | N/A | PC | Charitable Event | $2,000 |
| WORLD WILDLIFE FUND INC | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $500 |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758541 | TOPEKA | KS | 66675 | N/A | PC | General & Unrestricted | $450 |
| WWP INC - WOUNDED WARRIOR PROJECT INC | |||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | N/A | PC | General & Unrestricted | $300 |
| WYOMING SCHOOL FOUNDATION | |||||||
| 420 SPRINGFIELD PIKE STE K | WYOMING | OH | 45215 | N/A | PC | General & Unrestricted | $1,150 |
| WYOMING SCHOOL FOUNDATION | |||||||
| 420 SPRINGFIELD PIKE STE K | WYOMING | OH | 45215 | N/A | PC | Annual Fund | $200 |
| WYOMING SCHOOL FOUNDATION | |||||||
| 420 SPRINGFIELD PIKE STE K | WYOMING | OH | 45215 | N/A | PC | Eve Bolton Field Trip Fund - Class of 1979 Gift | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,950 | 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 | $32,294 | 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 | $1,396 | 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 | $33,714 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,714 | 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 (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ANNALY MTG MGMT INC. COM | $35,231 | $19,940 |
| BANK OF AMERICA CORP | $90,980 | $31,202 |
| DUKE ENERGY CO | $40,072 | $53,828 |
| FOSTER WHEELER AG | $144,655 | $66,000 |
| HONEYWELL INTERNATIONAL INC. | $54,112 | $91,370 |
| ISHARES IBOXX $ HIGH YIELD COR | $90,797 | $92,880 |
| ISHARES IBOXX $ INVESTMENT GRA | $112,367 | $114,190 |
| ISHARES RUSSELL 2000 | $68,638 | $115,360 |
| SPDR BARCLAYS CAPITAL HYB ETF | $146,626 | $146,016 |
| SPECTRA ENERGY CORP-W/I | $28,888 | $41,675 |
| TRAVELERS COMPANIES INC (THE) | $30,479 | $45,270 |
| VANGUARD S&P 500 ETF | $137,785 | $169,150 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $8,800 | $8,800 | |
| Bank Charges | $80 | $80 | |
| 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 2013 | CategoryTxt |
| Amt | $500 | Amt |
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