GENE AND ROS GANS FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
GENE AND ROS GANS FAMILY FOUNDATION (EIN 20-8084294)
Tax period
2011-07-01 to 2012-06-30
Filed
2012-10-09
IRS object ID
201212839349100216
Schema version
2011v1.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-10-09T14:12:50-05:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN061533534EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1COHEN BURGER SCHWARTZ & SAX LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line12228 BLACK ROCK TURNPIKEAddressLine1
CityFAIRFIELDCity
StateCTState
ZIP Code06825ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN208084294EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1GENE & ROS GANS FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlGENENameControl
Phone2032263697Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1514 HARVEST COMMONSAddressLine1
CityWESTPORTCity
StateCTState
ZIP Code068803950ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameEUGENE GANSName
TitleTRUSTEETitle
Phone2032263697Phone
Date Signed2012-08-14DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLAWRENCE A SAX CPAName
PTINP00042519PTIN
Phone2033332228Phone
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY90817FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss6024DividendsRevAndExpnss
Dividends Net Invst Incm6024DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Income Modifications Adj Net Incm535IncomeModificationsAdjNetIncm
Total Revenue And Expenses6024TotalRevenueAndExpenses
Total Net Investment Income6024TotalNetInvestmentIncome
Total Adjusted Net Income535TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss1550AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss49TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1599TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss5013ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps5013ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss6612TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps5013TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-588ExcessOfRevenueOverExpenses
Net Investment Income6024NetInvestmentIncome
Adjusted Net Income535AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY89243SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY89190SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV90817SavingsAndTempCashInvstEOYFMV
Total Assets BOY89243TotalAssetsBOY
Total Assets EOY89190TotalAssetsEOY
Total Assets EOYFMV90817TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY100000CapitalStockBOY
Capital Stock EOY100000CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY-10757RetainedEarningsBOY
Retained Earnings EOY-10810RetainedEarningsEOY
Total Net Assets BOY89243TotalNetAssetsBOY
Total Net Assets EOY89190TotalNetAssetsEOY
Total Liabilities Net Assets BOY89243TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY89190TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY89243TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-588ExcessOfRevenueOverExpenses
Other Increases535OtherIncreases
Subtotal89190Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY89190TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year14781QualifyingDistributionsYear1
Noncharitable Assets Year189436NoncharitableAssetsYear1
Distribution Ratio Year10.053457DistributionRatioYear1
Qualifying Distributions Year25052QualifyingDistributionsYear2
Noncharitable Assets Year294574NoncharitableAssetsYear2
Distribution Ratio Year20.053418DistributionRatioYear2
Qualifying Distributions Year35076QualifyingDistributionsYear3
Noncharitable Assets Year396903NoncharitableAssetsYear3
Distribution Ratio Year30.052382DistributionRatioYear3
Qualifying Distributions Year45012QualifyingDistributionsYear4
Noncharitable Assets Year4100305NoncharitableAssetsYear4
Distribution Ratio Year40.049968DistributionRatioYear4
Qualifying Distributions Year51652QualifyingDistributionsYear5
Noncharitable Assets Year598529NoncharitableAssetsYear5
Distribution Ratio Year50.016767DistributionRatioYear5
Total Distribution Ratio0.225992TotalDistributionRatio
Average Distribution Ratio0.045198AverageDistributionRatio
Net Noncharitable Assets87711NetNoncharitableAssets
Adjusted Noncharitable Assets3964AdjustedNoncharitableAssets
One Percent Net Investment Income60OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One4024AdjNonchrtblAssetsAndOnePct
Qualifying Distributions5013QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax60InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal60Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income60TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due60TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithCTStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameCOHEN BURGER SCHWARTZ SAX LLCBooksInCareOfPersonName
Books In Care Of Phone Number2033332228BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line12228 BLACK ROCK TURNPIKE SUITE 204AddressLine1
CityFAIRFIELDCity
StateCTState
ZIP Code06825ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
EUGENE H GANS
514 HARVEST COMMONSWESTPORTCT068803950TRUSTEE,FOUNDATION MANAGER2.00000
ROSLYN P GANS
514 HARVEST COMMONSWESTPORTCT068803950TRUSTEE,FOUNDATION MANAGER2.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities85687AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances3360AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets89047TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets89047AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1336CashDeemedCharitable
Net Noncharitable Assets87711NetNoncharitableAssets
Minimum Investment Return4386MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return4386MinimumInvestmentReturn
Tax Based On Investment Income60TaxBasedOnInvestmentIncome
Total Tax60TotalTax
Distributable Amount Before Adj4326DistributableAmountBeforeAdj
Recoveries Qlfy Distributions535RecoveriesQlfyDistributions
Distributable Amount Before Ded4861DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted4861DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions5013ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions5013QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm60OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions4953AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted4861DistributableAmountAsAdjusted
Undistributed Income Prior Year3734UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions5013QualifyingDistributions
Applied To Year13734AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year1279AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY3582UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear

Private Operating Foundations PrivateOperatingFoundations

FieldValueIRS element (for citing)
Date Of Ruling2007-02-27DateOfRuling

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerEUGENE H GANSContributingManager
Contributing ManagerROSLYN P GANSContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (27 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
AMERICAN CANCER SOCIETY
2920 E THOMAS ROADPHOENIXAZ85016PUBLIC CHARITYGENERAL SUPPORT$100
AMERICAN DIABETES ASSOCIATION
1701 N BEAUREGARDALEXANDRIAVA22311PUBLIC CHARITYGENERAL SUPPORT$50
AMERICAN LUNG ASSOCIATION
1301 PENNSYLVANIA AVE SUITE 800WASHINGTONDC20004PUBLIC CHARITYGENERAL SUPPORT$25
CHABAD ENRICHMENT CENTER
3855 HOLCOMB BRIDGE RD STE 770NORCROSSGA30092PUBLIC CHARITYGENERAL SUPPORT$250
CT FOOD BANK
PO BOX 8686NEW HAVENCT06531PUBLIC CHARITYGENERAL SUPPORT$50
CT HUMANE SOCIETY
701 RUSSELL RDNEWINGTONCT06111PUBLIC CHARITYGENERAL SUPPORT$100
DISABLED AMERICAN VETERANS
PO BOX 1430CINCINNATIOH45250PUBLIC CHARITYGENERAL SUPPORT$25
FOOD BANK OF NE GA
PO BOX 48857ATHENSGA30604PUBLIC CHARITYGENERAL SUPPORT$100
FRIENDS OF LIBRARY
HALL COUNTY 127 MAIN STGAINSVILLEGA30501PUBLIC CHARITYGENERAL SUPPORT$40
LAKEVIEW ACADEMY CENTER
796 LAKEVIEW DRIVE NEGAINESVILLEGA30501PUBLIC CHARITYGENERAL SUPPORT$300
NATIONAL FEDERATION OF THE BLIND
PO BOX 7482BALTIMOREMD212279908PUBLIC CHARITYGENERAL SUPPORT$50
PLANNED PARENTHOOD
PO BOX 97166WASHINGTONDC85014PUBLIC CHARITYGENERAL SUPPORT$115
SIMON WIESENTHAL CENTER
1399 S ROXBURY DRLOS ANGELESCA90035PUBLIC CHARITYGENERAL SUPPORT$100
UJA FOUNDATION
431 POST RD EASTWESTPORTCT06880PUBLIC CHARITYGENERAL SUPPORT$125
WESTPORT POLICE ATHLETIC LEGUE
50 JESSUP ROADWESTPORTCT06880PUBLIC CHARITYGENERAL SUPPORT$25
WHISPERING HOPE RANCH
9045 E PINA CENTER PKWYSCOTTSDALEAZ85258PUBLIC CHARITYGENERAL SUPPORT$1,000
WORLD WILDLIFE FUND
PO BOX 96555WASHINGTONDC20077PUBLIC CHARITYGENERAL SUPPORT$50
NORWALK POLICE ASSOC
PO BOX 862NORWALKCT06852PUBLIC CHARITYGENERAL SUPPORT$25
UNIVERSITY OF WISCONSIN HIGUCHI FELLOWSHIP FUND
1848 UNIVERSITY AVEMADISONWI88600PUBLIC CHARITYGENERAL SUPPORT$1,000
AUTISM SPECTRUM DISORDER FOUNDATION
PO BOX 2948HAGGERTMD21741PUBLIC CHARITYGENERAL SUPPORT$30
WSHU PUBLIC RADIO
5151 PARK AVEFAIRFIELDCT06825PUBLIC CHARITYGENERL SUPPORT$100
LEUKEMIA LYMPHOMA SOCIET
PO BOX 9026PITTSFIELDMA01202PUBLIC CHARITYGENERAL SUPPORT$25
GA PUBLIC RADIO
PO BOX 409277ATLANTAGA30384PUBLIC CHARITYGENERAL SUPPORT$150
MCGIVNEY CENTER FOR CANCER CARE
659 GEORGE STNEW HAVENCT06511PUBLIC CHARITYGENERAL SUPPORT$50
ALZHEIMER'S ASS
PO BOX 96011WASHINGTONDC20090PUBLIC CHARITYGENERAL SUPPORT$40
MAX IN MOTION
8776 E SHEA BLVDSCOTSDALEAZ85250PUBLIC CHARITYGENERAL SUPPORT$1,000
NY PUBLIC RADIO
PO BOX 1313NEW YORKNY101020053PUBLIC CHARITYGENERAL SUPPORT$88
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year5013TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$6,024ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$6,024ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA6024TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$1,550Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

FieldValueIRS element (for citing)
DescriptionWRITE OFF OF OLD OUTSTANDING CHECKS FROM PRIOR YEARSDescription
Amount$535Amount

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
Category990-PFCategory
Amount$49Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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