GENDELL FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- GENDELL FAMILY FOUNDATION INC (EIN 20-4759507)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-08
- IRS object ID
- 201341899349100719
- Schema version
- 2012v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-08T12:32:04-00:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Lane Suite 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204759507 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Gendell Family Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GEND | NameControl |
| Phone | 8008391754 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Danna G Korell | Name |
| Title | Secretary | Title |
| Date Signed | 2013-07-08 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey D Haskell | Name |
| Phone | 8008391754 | Phone |
| Date Prepared | 2013-07-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 946392 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 25745 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 25745 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 772 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 772 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 772 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 26517 | TotalRevenueAndExpenses |
| Total Net Investment Income | 26517 | TotalNetInvestmentIncome |
| Taxes Rev And Expnss | 500 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 8737 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 80 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 8657 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 9237 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 80 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 8657 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 35750 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 35750 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 44987 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 80 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 44407 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -18470 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 26437 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 273857 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 255487 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 255487 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 804737 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 804737 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 690905 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1078594 | TotalAssetsBOY |
| Total Assets EOY | 1060224 | TotalAssetsEOY |
| Total Assets EOYFMV | 946392 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1078594 | RetainedEarningsBOY |
| Retained Earnings EOY | 1060224 | RetainedEarningsEOY |
| Total Net Assets BOY | 1078594 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1060224 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1078594 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1060224 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1078594 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -18470 | ExcessOfRevenueOverExpenses |
| Other Increases | 100 | OtherIncreases |
| Subtotal | 1060224 | Subtotal |
| Total Net Assets Fund Balances EOY | 1060224 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | Publicly-traded Securities | DescriptionOfAsset |
| Gross Sales Price | 772 | GrossSalesPrice |
| Gain Or Loss | 772 | GainOrLoss |
| Gains Minus Excess Or Losses | 772 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 772 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 43356 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 937392 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.046252 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 43121 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 883477 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.048808 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 43897 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 407672 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.107677 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 47935 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 608958 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 000.078716 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 36552 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 570646 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 000.064054 | DistributionRatioYear5 |
| Total Distribution Ratio | 000.345507 | TotalDistributionRatio |
| Average Distribution Ratio | 000.069101 | AverageDistributionRatio |
| Net Noncharitable Assets | 930449 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 64295 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 264 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 64559 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 44407 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 529 | InvestmentIncomeExciseTax |
| Subtotal | 529 | Subtotal |
| Tax Based On Investment Income | 529 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 569 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 569 | TotalCreditsAndPayments |
| Tax Paid Original Return | 569 | TaxPaidOriginalReturn |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 1 | PenaltyForUnderpayment |
| Overpayment | 39 | Overpayment |
| Amount Credited To Next Year | 39 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8008391754 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Adrian G Bonser DDS | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | VP / Dir | 001.00 | 0 |
| Bradley H Gendell | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | VP / Dir | 001.00 | 0 |
| Carin G Gendell | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | VP / Dir | 001.00 | 0 |
| David B Gendell | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | VP / Dir | 001.00 | 0 |
| Jeffrey L Gendell | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | VP / Dir | 001.00 | 0 |
| Marc S Gendell | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | VP / Dir | 001.00 | 0 |
| Marion Gendell | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Pres / Dir | 001.00 | 0 |
| Danna G Korell | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | VP / Dir / Sec | 001.00 | 0 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 673622 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 270996 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 944618 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 944618 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 14169 | CashDeemedCharitable |
| Net Noncharitable Assets | 930449 | NetNoncharitableAssets |
| Minimum Investment Return | 46522 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 46522 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 529 | TaxBasedOnInvestmentIncome |
| Total Tax | 529 | TotalTax |
| Distributable Amount Before Adj | 45993 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 100 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 46093 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 46093 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 44407 | ExpensesAndContributions |
| Qualifying Distributions | 44407 | QualifyingDistributions |
| Adj Qualifying Distributions | 44407 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 46093 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 7065 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 18601 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 23639 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 4832 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 54137 | TotalExcessDistriCarryover |
| Qualifying Distributions | 44407 | QualifyingDistributions |
| Applied To Current Year | 44407 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 1686 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 1686 | ExcessDistriCyovAppliedCY |
| Total Corpus | 52451 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 5379 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 47072 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 18601 | ExcessFromYear4 |
| Excess From Year3 | 23639 | ExcessFromYear3 |
| Excess From Year2 | 4832 | ExcessFromYear2 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Marion Gendell | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (61 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| A BETTER CHANCE OF WESTPORT INC | |||||||
| PO BOX 2153 | WESTPORT | CT | 06880 | N/A | 509a1 | General Unrestricted | $500 |
| ACT 3 PRODUCTIONS INC | |||||||
| PO BOX 76643 | SANDY SPRINGS | GA | 30358 | N/A | 509a2 | General Unrestricted | $200 |
| ALEXANDRIA SEAPORT FOUNDATION | |||||||
| PO BOX 25036 | ALEXANDRIA | VA | 22313 | N/A | 509a1 | General Unrestricted | $100 |
| ALMOST HOME KIDS | |||||||
| 7S721 RTE 53 | NAPERVILLE | IL | 60540 | N/A | 509a1 | General Unrestricted | $200 |
| AMERICAN ASSOC FOR CANCER RESEARCH | |||||||
| 615 CHESTNUT ST FL 17 | PHILADELPHIA | PA | 19106 | N/A | 509a2 | General Unrestricted | $250 |
| AMERICAN RED CROSS IN GREATER NEW YORK | |||||||
| 520 W 49TH ST | NEW YORK | NY | 10019 | N/A | 509a1 | General Unrestricted | $750 |
| AMERICAN YOUTH SOCCER ORGANIZATION | |||||||
| 19750 S VT AVE STE 200 | TORRANCE | CA | 90502 | N/A | 509a2 | Hugo Bustamante AYSO Playership Fund | $125 |
| ATLANTA BALLET INCORPORATED | |||||||
| 1695 MARIETTA BLVD NW | ATLANTA | GA | 30318 | N/A | 509a2 | General Unrestricted | $1,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 33 E 33RD ST 7TH FL | NEW YORK | NY | 10016 | N/A | 509a1 | General Unrestricted | $500 |
| BREAST CANCER RESEARCH FOUNDATION INC | |||||||
| 60 E 56TH ST | NEW YORK | NY | 10022 | N/A | 509a1 | General Unrestricted | $500 |
| BRUNSWICK SCHOOL INC | |||||||
| 100 MAHER AVE | GREENWICH | CT | 06830 | N/A | 509a1 | Annual Fund | $2,750 |
| CARNEGIE MELLON UNIVERSITY | |||||||
| 5000 FORBES AVE | PITTSBURGH | PA | 15213 | N/A | 509a1 | General Unrestricted | $1,000 |
| CHRIS KIDS INC | |||||||
| 1017 FAYETTEVILLE RD STE B | ATLANTA | GA | 30316 | N/A | 509a1 | General Unrestricted | $250 |
| CLIFFS RESIDENTS OUTREACH INC | |||||||
| 8 PLUMLEY SUMMIT RD | LANDRUM | SC | 29356 | N/A | 509a2 | General Unrestricted | $500 |
| CONGREGATION ARIEL INC | |||||||
| 5237 TILLY MILL RD | ATLANTA | GA | 30338 | N/A | 509a1 | Sisterhood Programs | $200 |
| COVENANT HOUSE | |||||||
| 460 W 41ST ST | NEW YORK | NY | 10036 | N/A | 509a1 | General Unrestricted | $500 |
| DEFENDERS FOR CHILDREN | |||||||
| 1140 WOODRUFF RD | GREENVILLE | SC | 29607 | N/A | 509a1 | General Unrestricted | $250 |
| DUNWOODY COMMUNITY GARDEN AT BROOK RUN | |||||||
| 4905 TRAILRIDGE PASS | DUNWOODY | GA | 30338 | N/A | 509a1 | Refrigerator Purchase and Gardens and Greenhouses Improvements | $1,200 |
| DUNWOODY HIGH SCHOOL COMMUNITY ASSOCIATION INC | |||||||
| 2615 FONTAINEBLEAU DR | ATLANTA | GA | 30360 | N/A | 509a2 | Grow Dunwoody Program for School Gardens | $500 |
| DUNWOODY NATURE CENTER INC | |||||||
| PO BOX 88070 | DUNWOODY | GA | 30356 | N/A | 509a2 | Sun Safety Patch Programs | $800 |
| DUNWOODY PRESERVATION TR INC | |||||||
| PO BOX 888658 | ATLANTA | GA | 30356 | N/A | 509a1 | Donaldson-Bannister House Project | $1,500 |
| DUNWOODY STAGE DOOR PLAYERS INC | |||||||
| PO BOX 888131 | ATLANTA | GA | 30356 | N/A | 509a2 | General Unrestricted | $250 |
| FRIENDS OF THE WESTPORT LIBRARY INC | |||||||
| 20 JESUP RD | WESTPORT | CT | 06880 | N/A | 509a1 | General Unrestricted | $100 |
| GEORGIA TECH ALUMNI ASSOCIATION INC | |||||||
| 190 N AVE NW | ATLANTA | GA | 30313 | N/A | 509a1 | General Unrestricted | $100 |
| GREENWICH COUNTRY DAY SCHOOL INC | |||||||
| PO BOX 623 | GREENWICH | CT | 06836 | N/A | 509a1 | Capital Campaign | $1,750 |
| GREENWICH EMERGENCY MEDICAL SERVICE INCORPORATED | |||||||
| 1111 E PUTNAM AVE | RIVERSIDE | CT | 06878 | N/A | 509a1 | General Unrestricted | $250 |
| HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | N/A | 509a1 | General Unrestricted | $250 |
| HOMES WITH HOPE INC | |||||||
| 49 RICHMONDVILLE AVE STE 112 | WESTPORT | CT | 06880 | N/A | 509a1 | General Unrestricted | $500 |
| ITNCOASTALCT INC | |||||||
| PO BOX 231 | WESTPORT | CT | 06881 | N/A | 509a1 | General Unrestricted | $100 |
| JUVENILE DIABETES RESEARCH FOUNDATION INTERNATIONAL - GEORGIA CHAPTER | |||||||
| 3525 PIEDMONT RD NE BLDG 6 STE 300 | ATLANTA | GA | 30305 | N/A | 509a1 | General Unrestricted | $250 |
| JUVENILE DIABETES RESEARCH FOUNDATION INTERNATIONAL - GEORGIA CHAPTER | |||||||
| 3525 PIEDMONT RD NE BLDG 6 STE 300 | ATLANTA | GA | 30305 | N/A | 509a1 | Bobbys Band - Klumok Campaign | $500 |
| KELLOGG SCHOOL OF MANAGEMENT AT NORTHWESTERN UNIVERSITY | |||||||
| DEVELOPMENT OFC 2001 SHERIDAN RD | EVANSTON | IL | 60208 | N/A | 509a1 | General Unrestricted | $500 |
| LAAMISTAD INC | |||||||
| 3434 ROSWELL RD NW | ATLANTA | GA | 30305 | N/A | 509a1 | General Unrestricted | $500 |
| MELANOMA RESEARCH FOUNDATION | |||||||
| 1411 K ST NW STE 500 | WASHINGTON | DC | 20005 | N/A | 509a1 | General Unrestricted | $300 |
| MERCY LEARNING CENTER OF BRIDGEPORT INCORPORATED | |||||||
| 637 PARK AVE | BRIDGEPORT | CT | 06604 | N/A | 509a2 | General Unrestricted | $250 |
| MEYER CENTER FOR SPECIAL CHILDREN | |||||||
| 1132 RUTHERFORD RD | GREENVILLE | SC | 29609 | N/A | 509a1 | General Unrestricted | $550 |
| MIAMI UNIVERSITY FOUNDATION INC | |||||||
| 725 E CHESTNUT ST | OXFORD | OH | 45056 | N/A | 509a1 | General Unrestricted | $500 |
| MOVING IN THE SPIRIT INC | |||||||
| PO BOX 17628 | ATLANTA | GA | 30316 | N/A | 509a1 | General Unrestricted | $100 |
| NEIGHBOR TO NEIGHBOR INC | |||||||
| 248 E PUTNAM AVE | GREENWICH | CT | 06830 | N/A | 509a2 | General Unrestricted | $250 |
| NEW YORK UNIVERSITY - TISCH SCHOOL FOR THE ARTS | |||||||
| 25 W 4TH ST 4TH FL | NEW YORK | NY | 10012 | N/A | 509a1 | Graduate Musical Theater Composition Program | $300 |
| OPERATION HUG-A-HERO | |||||||
| 1335 WESTERN BLVD STE E PMB 79 | JACKSONVILLE | NC | 28546 | N/A | 509a1 | General Unrestricted | $250 |
| PARTNERS IN HEALTH A NONPROFIT CORPORATION | |||||||
| 888 COMMONWEALTH AVE 3RD FL | BOSTON | MA | 02215 | N/A | 509a1 | General Unrestricted | $1,500 |
| PROJECT ALS INC | |||||||
| 3960 BROADWAY NO 420 | NEW YORK | NY | 10032 | N/A | 509a1 | General Unrestricted | $150 |
| PROJECT RETURN INC | |||||||
| 124 COMPO RD N | WESTPORT | CT | 06880 | N/A | 509a1 | General Unrestricted | $100 |
| SKIDMORE COLLEGE | |||||||
| 815 N BROADWAY | SARATOGA SPGS | NY | 12866 | N/A | 509a1 | Skidmore Annual Fund | $500 |
| SULGRAVE MANOR PRESERVATION FOUNDATION | |||||||
| PO BOX 42338 | CINCINNATI | OH | 45242 | N/A | 509a1 | General Unrestricted | $2,500 |
| SUSAN G KOMEN BREAST CANCER FOUNDATION | |||||||
| 4840 ROSWELL RD BLDG D STE 100 | ATLANTA | GA | 30342 | N/A | 509a1 | General Unrestricted | $150 |
| SWIM ACROSS AMERICA - BALTIMORE | |||||||
| 16 WILLOW AVE | TOWSON | MD | 21286 | N/A | 509a1 | General Unrestricted | $300 |
| SYRACUSE UNIVERSITY | |||||||
| 820 COMSTOCK AVE STE 100 | SYRACUSE | NY | 13244 | N/A | 509a1 | General Unrestricted | $500 |
| SYRACUSE UNIVERSITY | |||||||
| 820 COMSTOCK AVE STE 100 | SYRACUSE | NY | 13244 | N/A | 509a1 | Chicago Orange Fund | $500 |
| THE JEWISH FEDERATION OF GREATER WASHINGTON INC | |||||||
| 6101 MONTROSE RD | ROCKVILLE | MD | 20852 | N/A | 509a1 | General Unrestricted | $2,000 |
| THE OHIO STATE UNIVERSITY FOUNDATION | |||||||
| 660 ACKERMAN RD RM 637 | COLUMBUS | OH | 43218 | N/A | 509a1 | Dental School Division | $150 |
| THOMAS JEFFERSON H S FOR SCIENCE & TECHNOLOGY PARTNERSHIP FUND INC | |||||||
| 6560 BRADDOCK RD | ALEXANDRIA | VA | 22312 | N/A | 509a1 | General Unrestricted | $100 |
| UNITED STATES VETERANS INITIATIVE | |||||||
| 800 W 6TH ST STE 1505 | LOS ANGELES | CA | 90017 | N/A | 509a1 | General Unrestricted | $125 |
| VANDERBILT UNIVERSITY | |||||||
| PMB 407727 2301 VANDERBILT PL | NASHVILLE | TN | 37240 | N/A | 509a1 | Vanderbilt University Original Cast | $250 |
| WESTPORT COUNTRY PLAYHOUSE | |||||||
| 25 POWERS CT | WESTPORT | CT | 06880 | N/A | 509a2 | General Unrestricted | $250 |
| WESTPORT VOLUNTEER EMERGENCY MEDICAL SERVICE INC | |||||||
| 50 JESUP RD | WESTPORT | CT | 06880 | N/A | 509a1 | General Unrestricted | $100 |
| WOMAN 2 WOMAN COMMUNITY SERVICES | |||||||
| 540 INDUSTRIAL DR STE 555 | NAPERVILLE | IL | 60563 | N/A | 509a1 | General Unrestricted | $100 |
| WOMEN IN NEED INC | |||||||
| 115 W 31ST ST | NEW YORK | NY | 10001 | N/A | 509a1 | General Unrestricted | $5,000 |
| WOUNDED WARRIOR PROJECT INC | |||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | N/A | 509a1 | General Unrestricted | $150 |
| WYOMING SCHOOL FOUNDATION | |||||||
| 420 SPRINGFIELD PIKE STE K | WYOMING | OH | 45215 | N/A | 509a1 | General Unrestricted | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 35750 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $25,745 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $772 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $26,517 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 26517 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Publicly-traded Securities | Name |
| Gross Sales Price | 772 | GrossSalesPrice |
| Total Net | 772 | TotalNet |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (11 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 2000 shares of ANNALY MTG MGMT INC. COM | 35231 | 28080 |
| 2004 shares of BANK OF AMERICA CORP | 90980 | 23266 |
| 780 shares of DUKE ENERGY CO | 40072 | 49764 |
| 2000 shares of FOSTER WHEELER AG | 144656 | 48640 |
| 1000 shares of HONEYWELL INTERNATIONAL INC. | 54112 | 63470 |
| 1000 shares of ISHARES BARCLAYS US AGGREGATE BOND FUND | 108517 | 111080 |
| 1000 shares of ISHARES IBOXX HIGH YIELD CORPORATE BOND FUND | 90797 | 93350 |
| 1000 shares of ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND FD | 112367 | 120990 |
| 1000 shares of ISHARES RUSSELL 2000 | 68638 | 84320 |
| 1170 shares of SPECTRA ENERGY CORP-W/I | 28888 | 32035 |
| 500 shares of TRAVELERS COMPANIES INC | 30479 | 35910 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| Administrative Fees | 8632 | 8632 | |
| Bank Charges | 80 | 80 | |
| State or Local Filing Fees | 25 | 25 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RETURNED GRANT | Description |
| Amount | $100 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Estimated Tax for 2012 | Category |
| Amount | $500 | Amount |
Comments