E MANDELL AND BETSY DE WINDT FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
E MANDELL AND BETSY DE WINDT FOUNDATION (EIN 34-1536552)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-11-13
IRS object ID
201113179349100601
Schema version
2010v3.4
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)
Timestamp2011-11-13T14:19:45-06:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1CONNER & ASSOCIATES LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line126016 DETROIT RD SUITE 3AddressLine1
CityWESTLAKECity
StateOHState
ZIP Code44145ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN341536552EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1E MANDELL AND BETSY DEWINDT FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlEMANNameControl

US Address USAddress

FieldValueIRS element (for citing)
Address Line136 RIVERVIEW ROADAddressLine1
CityHOBE SOUNDCity
StateFLState
ZIP Code33455ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameE Mandel de WindtName
TitlePresidentTitle
Phone7722197675Phone
Date Signed2011-11-14DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameScott SimmerlyName
Phone4406170391Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY223819FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss0ContriReceivedRevAndExpnss
Dividends Rev And Expnss5261DividendsRevAndExpnss
Dividends Net Invst Incm5261DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss1121NetGainSaleAssetsRevAndExpnss
Gross Sales Price84817GrossSalesPrice
Capital Gain Net Incm Net Invst Incm1121CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses6382TotalRevenueAndExpenses
Total Net Investment Income6382TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Other Prof Fees Rev And Expnss2582OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm2582OtherProfFeesNetInvstIncm
Taxes Rev And Expnss59TaxesRevAndExpnss
Taxes Net Invst Incm59TaxesNetInvstIncm
Tot Opr Expenses Rev And Expnss2641TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm2641TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss14000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps14000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss16641TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm2641TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps14000TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-10259ExcessOfRevenueOverExpenses
Net Investment Income3741NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY14418SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY13061SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV13061SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY387224InvestmentsCorpStockBOY
Investments Corp Stock EOY378322InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV210758InvestmentsCorpStockEOYFMV
Total Assets BOY401642TotalAssetsBOY
Total Assets EOY391383TotalAssetsEOY
Total Assets EOYFMV223819TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY401642CapitalStockBOY
Capital Stock EOY391383CapitalStockEOY
Total Net Assets BOY401642TotalNetAssetsBOY
Total Net Assets EOY391383TotalNetAssetsEOY
Total Liabilities Net Assets BOY401642TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY391383TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY401642TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-10259ExcessOfRevenueOverExpenses
Subtotal391383Subtotal
Total Net Assets Fund Balances EOY391383TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
NUVEEN HIGH YIELD BOND A 517.866 SHSP2008-08-112010-04-14890710000-1093-1093
BLACKROCK GLOBAL ALLOC A 524.384 SHSP2008-09-042010-11-22100009868132132
THROUGH MERRIL LYNCH617-02016P2009-05-012010-01-08659106382820822082
FieldValueIRS element (for citing)
Capital Gain Net Income1121CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year131500QualifyingDistributionsYear1
Noncharitable Assets Year1346839NoncharitableAssetsYear1
Distribution Ratio Year10.09082DistributionRatioYear1
Qualifying Distributions Year220525QualifyingDistributionsYear2
Noncharitable Assets Year2278815NoncharitableAssetsYear2
Distribution Ratio Year20.073615DistributionRatioYear2
Qualifying Distributions Year321468QualifyingDistributionsYear3
Noncharitable Assets Year3318103NoncharitableAssetsYear3
Distribution Ratio Year30.067488DistributionRatioYear3
Qualifying Distributions Year414750QualifyingDistributionsYear4
Noncharitable Assets Year4306273NoncharitableAssetsYear4
Distribution Ratio Year40.04816DistributionRatioYear4
Qualifying Distributions Year529868QualifyingDistributionsYear5
Noncharitable Assets Year5308917NoncharitableAssetsYear5
Distribution Ratio Year50.096686DistributionRatioYear5
Total Distribution Ratio0.376769TotalDistributionRatio
Average Distribution Ratio0.075354AverageDistributionRatio
Net Noncharitable Assets213024NetNoncharitableAssets
Adjusted Noncharitable Assets16052AdjustedNoncharitableAssets
One Percent Net Investment Income37OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One16089AdjNonchrtblAssetsAndOnePct
Qualifying Distributions14000QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax75InvestmentIncomeExciseTax
Subtotal75Subtotal
Tax Based On Investment Income75TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment39EstTaxPaymentsAndOverpayment
Total Credits And Payments39TotalCreditsAndPayments
Tax Due36TaxDue
Amount Credited To Next Year0AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithOHStatesFiledWith
Form990 PF Filed With AGfalseForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1CONNER & ASSOCIATESBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number4406170391BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line126016 DETROIT RD STE3AddressLine1
CitywestlakeCity
StateOHState
ZIP Code44145ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Relying Curr Notice Disaster Asst2XRelyingCurrNoticeDisasterAsst2
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
E MANDELL DE WINDT
36 RIVERVIEW ROADHOBE SOUNDFL33455PRESIDENT1.0000
PAMELA BURKE
9621 HOBART RDWAITE HILLOH44094VICE PRESIDENT1.0000
DANA DE WINDT
4500 SW LAPOLMA DRPALM CITYFL33490SECRETARY0.1000

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1N/ADescription1
FieldValueIRS element (for citing)
Sum Of Program Related InvestmentsSumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities202334AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances13934AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets216268TotalFMVOfUnusedAssets
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets216268AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable3244CashDeemedCharitable
Net Noncharitable Assets213024NetNoncharitableAssets
Minimum Investment Return10651MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return10651MinimumInvestmentReturn
Tax Based On Investment Income75TaxBasedOnInvestmentIncome
Total Tax75TotalTax
Distributable Amount Before Adj10576DistributableAmountBeforeAdj
Distributable Amount Before Ded10576DistributableAmountBeforeDed
Distributable Amount As Adjusted10576DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions14000ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets0AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test0AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test0AmountsSetAsideCashDistriTest
Qualifying Distributions14000QualifyingDistributions
Adj Qualifying Distributions14000AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted10576DistributableAmountAsAdjusted
Prior Year12008PriorYear1
Prior Year22007PriorYear2
Prior Year32006PriorYear3
Excess Distri Carryover Year51687ExcessDistriCarryoverYear5
Excess Distri Carryover Year35627ExcessDistriCarryoverYear3
Excess Distri Carryover Year26734ExcessDistriCarryoverYear2
Excess Distri Carryover Year114203ExcessDistriCarryoverYear1
Total Excess Distri Carryover28251TotalExcessDistriCarryover
Qualifying Distributions14000QualifyingDistributions
Applied To Current Year10576AppliedToCurrentYear
Remaining Distri From Corpus3424RemainingDistriFromCorpus
Total Corpus31675TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year51687ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year29988ExcessDistriCyovToNextYear
Excess From Year35627ExcessFromYear3
Excess From Year26734ExcessFromYear2
Excess From Year114203ExcessFromYear1
Excess From Current Year3424ExcessFromCurrentYear
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundations

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerE M DEWINDT 36 RIVERVIEW ROAD HContributingManager
Shareholder ManagerNONEShareholderManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
Boys & Girls Club of Stuat Florida
p o box 910hobe soundFL33475nonepublic sharitygeneral fund$2,500
United Way Martin County
341 w 38th StreetJupiterFL33455nonepublic charityannual fund$11,500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year14000TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

FieldValueIRS element (for citing)
Fees Contracts From Govt AgenciesFeesContractsFromGovtAgencies
Membership Dues And AssessmentsMembershipDuesAndAssessments
Int On Savings And Temp Cash InvstIntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$5,261ExclusionAmount
FieldValueIRS element (for citing)
Net Rental Incm Re Debt Fincd PropNetRentalIncmReDebtFincdProp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Incm Personal PropertyNetRentalIncmPersonalProperty
Other Investment Income Part VIIOtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$1,121ExclusionAmount
FieldValueIRS element (for citing)
Net Income Loss From Special EventsNetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of InvntryGrossProfitLossSalesOfInvntry

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$6,382ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA6382TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Depreciation Schedule DepreciationSchedule

Land Etc Schedule2 LandEtcSchedule2

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategory
Amount$2,582Amount
Net Investment Income2582NetInvestmentIncome

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES ON INVEST INCOMECategory
Amount$59Amount
Net Investment Income59NetInvestmentIncome

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