GENDELL FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GENDELL FAMILY FOUNDATION INC (EIN 20-4759507)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-03
- IRS object ID
- 202640939349100404
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-03T08:15:31-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204759507 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Gendell Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | GEND | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David B Gendell | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-03-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,868,186 | 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 | $111 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $111 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $26,215 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,215 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,099 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $40,299 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $21,227 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,326 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $394 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $12,120 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $12,120 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,514 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,120 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $72,514 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $72,120 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$51,287 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,326 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $43,969 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $38,080 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $38,080 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $608,676 | CorporateStockBOYAmt |
| Corporate Stock EOY | $563,278 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,830,106 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $652,645 | TotalAssetsBOYAmt |
| Total Assets EOY | $601,358 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,868,186 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $652,645 | RetainedEarningBOYAmt |
| Retained Earning EOY | $601,358 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $652,645 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $601,358 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $652,645 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $601,358 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $652,645 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$51,287 | ExcessRevenueOverExpensesAmt |
| Subtotal | $601,358 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $601,358 | 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 | $40,299 | GrossSalesPriceAmt |
| Cost Or Other Basis | $45,398 | CostOrOtherBasisAmt |
| Gain Or Loss | -$5,099 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$5,099 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,099 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $366 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $366 | SubtotalAmt |
| Tax Based On Investment Income | $366 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $366 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Bradley H Gendell | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP, Dir | 1.0 | $0 | $0 | $0 |
| Carin G Gendell | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| David B Gendell | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, Pres | 1.0 | $0 | $0 | $0 |
| Jeffrey L Gendell | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP, Dir | 1.0 | $0 | $0 | $0 |
| Marc S Gendell | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP, Dir | 1.0 | $0 | $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 | $1,722,479 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,147 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,750,626 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,750,626 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,259 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,724,367 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $86,218 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $86,218 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $366 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $366 | TotalTaxAmt |
| Distributable Before Adj | $85,852 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $85,852 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $85,852 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $72,120 | 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 | $72,120 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $85,852 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,653 | UndistributedIncomePYAmt |
| Qualifying Distributions | $72,120 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,653 | AppliedToYear1Amt |
| Applied To Current Year | $60,467 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $25,385 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS ONE INC | |||||||
| 8 INDUSTRIAL WAY | WHITMAN | MA | 02382 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC | |||||||
| 220 E 42ND ST STE 400 | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAN LAB RESCUE INC | |||||||
| 29 CHARDONNAY LN | TOLLAND | CT | 06084 | N/A | PC | General & Unrestricted | $250 |
| AT HOME IN GREENWICH INC | |||||||
| 139 E PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $500 |
| BAGEL RESCUE INC | |||||||
| 1227 DUNWOODY LN NE | BROOKHAVEN | GA | 30319 | N/A | PC | General & Unrestricted | $500 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | N/A | PC | General & Unrestricted | $250 |
| BOYS & GIRLS CLUB OF GREENWICH INC | |||||||
| 4 HORSENECK LN | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $1,000 |
| Boys and Girls Club of Greenwich | |||||||
| 4 HORSENECK LN | Greenwich | CT | 06830 | N/A | PC | Celebrating the Annual Youth of the Year | $500 |
| CARING FOR MILITARY FAMILIES THE ELIZABETH DOLE FO | |||||||
| 1625 EYE ST NW | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $1,000 |
| CHRIS ATWOOD FOUNDATION INC | |||||||
| PO BOX 9282 | RESTON | VA | 20195 | N/A | PC | General & Unrestricted | $200 |
| CINCINNATI REDS COMMUNITY FUND | |||||||
| 100 MAIN ST | CINCINNATI | OH | 45202 | N/A | PC | General & Unrestricted | $3,500 |
| CITY HARVEST INC | |||||||
| 150 52ND ST | BROOKLYN | NY | 11232 | N/A | PC | General & Unrestricted | $250 |
| CITY RELIEF INC | |||||||
| 45 HAZEL ST | CLIFTON | NJ | 07011 | N/A | PC | General & Unrestricted | $500 |
| COMMUNITY HELP IN PARK SLOPE INC | |||||||
| PO BOX 170125 | BROOKLYN | NY | 11217 | N/A | PC | General & Unrestricted | $750 |
| CROSSROADS COMMUNITY MINISTRIES INC | |||||||
| 420 COURTLAND ST NE | ATLANTA | GA | 30308 | N/A | PC | Charitable Event | $500 |
| CROSSROADS COMMUNITY MINISTRIES INC | |||||||
| 420 COURTLAND ST NE | ATLANTA | GA | 30308 | N/A | PC | General & Unrestricted | $1,950 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Chris Beyrer DGHI Director Fund | $3,500 |
| FAMILY CENTERS INC | |||||||
| 40 ARCH ST | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $1,000 |
| FEEDING AMERICA | |||||||
| PO BOX 96749 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $500 |
| FERST READERS INC | |||||||
| 1140 MONTICELLO RD | MADISON | GA | 30650 | N/A | PC | Charitable Event | $250 |
| GINA MCREYNOLDS FOUNDATION | |||||||
| 1631 ROCK SPRINGS RD | APOPKA | FL | 32712 | N/A | PC | Charitable Event | $500 |
| GIRL SCOUTS OF CONNECTICUT INC | |||||||
| 20 WASHINGTON AVE | NORTH HAVEN | CT | 06473 | N/A | PC | General & Unrestricted | $1,000 |
| GREENWICH EMERGENCY MEDICAL SERVICE INCORPORATED | |||||||
| 1111 E PUTNAM AVE | RIVERSIDE | CT | 06878 | N/A | PC | General & Unrestricted | $500 |
| GREENWICH REFORM SYNAGOGUE INC | |||||||
| 92 ORCHARD ST | COS COB | CT | 06807 | N/A | PC | General & Unrestricted | $3,000 |
| GREENWICH TREE CONSERVANCY INC | |||||||
| PO BOX 4215 | GREENWICH | CT | 06831 | N/A | PC | General & Unrestricted | $2,500 |
| HAROLD GRINSPOON FOUNDATION | |||||||
| 67 HUNT ST STE 100 | AGAWAM | MA | 01001 | N/A | SO I | PJ Library of Greater Washington | $500 |
| HOMES WITH HOPE INC | |||||||
| 59 MYRTLE AVE | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $500 |
| IKAR | |||||||
| 6230 WILSHIRE BLVD STE 1763 | LOS ANGELES | CA | 90048 | N/A | PC | General & Unrestricted | $10,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PC | General & Unrestricted | $750 |
| ISLAND HOUSING TRUST CORPORATION | |||||||
| PO BOX 779 | WEST TISBURY | MA | 02575 | N/A | PC | General & Unrestricted | $2,500 |
| JEWISH FAMILY & CAREER SERVICES INC | |||||||
| 4549 CHAMBLEE DUNWOODY RD | ATLANTA | GA | 30338 | N/A | PC | General & Unrestricted | $250 |
| JEWISH FAMILY SERVICES OF GREENWICH INC | |||||||
| 67 HOLLY HILL LN | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $1,800 |
| JOE BURROW FOUNDATION | |||||||
| 255 E 5TH ST STE 1900 | CINCINNATI | OH | 45202 | N/A | PC | General & Unrestricted | $500 |
| MAGNOLIA TREE EARTH CENTER OF BEDFORD STUYVESANT I | |||||||
| 677 LAFAYETTE AVE | BROOKLYN | NY | 11216 | N/A | PC | General & Unrestricted | $200 |
| MAKE-A-WISH FOUNDATION OF GEORGIA INC | |||||||
| 1775 THE EXCHANGE SE STE 200 | ATLANTA | GA | 30339 | N/A | PC | Charitable Event | $250 |
| MARCUS JEWISH COMMUNITY CENTER OF ATLANTA INC | |||||||
| 5342 TILLY MILL RD | ATLANTA | GA | 30338 | N/A | PC | Mendel Ball for all - Scholarship Fund | $2,500 |
| NAACP LEGAL DEFENSE AND EDUCATIONAL FUND INC | |||||||
| 40 RECTOR ST 5TH FL | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $350 |
| NEIGHBOR TO NEIGHBOR INC | |||||||
| 248 E PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $1,500 |
| NEIGHBORHOOD STUDIOS OF FAIRFIELD COUNTY INC | |||||||
| 150 ELM ST | BRIDGEPORT | CT | 06604 | N/A | PC | Donation for the Adopt-a-Camper campaign | $500 |
| NEW YORK COMMON PANTRY | |||||||
| 8 E 109TH ST | NEW YORK | NY | 10029 | N/A | PC | General & Unrestricted | $500 |
| PARAMOUNT ARTS CENTRE INC | |||||||
| 8 E GALENA BLVD STE 230 | AURORA | IL | 60506 | N/A | PC | General & Unrestricted | $500 |
| POSITIVE DIRECTIONS-THE CENTER FOR PREVENTION AND | |||||||
| 90 POST ROAD W | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $250 |
| RETAKEOUT | |||||||
| 1797 N AKIN DR NE | ATLANTA | GA | 30345 | N/A | PC | General & Unrestricted | $250 |
| SIGMA ALPHA EPSILON FOUNDATION | |||||||
| 1856 SHERIDAN RD | EVANSTON | IL | 60201 | N/A | PC | General & Unrestricted | $250 |
| SKIDMORE COLLEGE | |||||||
| 815 N BROADWAY | SARATOGA SPGS | NY | 12866 | N/A | PC | General & Unrestricted | $250 |
| THE JEWISH FEDERATIONS OF NORTH AMERICA INC | |||||||
| 25 BROADWAY STE 1700 | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $500 |
| THE TREVOR PROJECT INC | |||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | N/A | PC | General & Unrestricted | $300 |
| UJA FEDERATION OF GREENWICH | |||||||
| 1 HOLLY HILL LN | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $1,200 |
| UKRAINE AID INTERNATIONAL | |||||||
| 31 FAIRFIELD AVE | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $500 |
| UNITED NATIONS WATCH - USA | |||||||
| PO BOX 5872 | WASHINGTON | DC | 20016 | N/A | PC | General & Unrestricted | $500 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | N/A | PC | General & Unrestricted | $500 |
| UNIVERSITY OF CHICAGO | |||||||
| 5235 S HARPER COURT 4TH FL | CHICAGO | IL | 60615 | N/A | PC | Graham School Katia Mitova Distinguished Instructorship Fund | $3,000 |
| WESTPORT COUNTRY PLAYHOUSE INC | |||||||
| 25 POWERS CT | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $500 |
| WESTPORT LIBRARY ASSOC | |||||||
| 20 JESUP RD | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $250 |
| WESTPORT VOLUNTEER EMERGENCY MEDICAL SERVICE INC | |||||||
| 50 JESUP RD | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $250 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $250 |
| WYOMING SCHOOL FOUNDATION | |||||||
| 420 SPRINGFIELD PIKE STE K | WYOMING | OH | 45215 | N/A | PC | Class of 1979 fund | $1,000 |
| WYOMING SCHOOL FOUNDATION | |||||||
| 420 SPRINGFIELD PIKE STE K | WYOMING | OH | 45215 | N/A | PC | General & Unrestricted | $750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,000 | 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 | $111 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,215 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$5,099 | 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 | $21,227 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,227 | 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 (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES IBOXX $ INVESTMENT GRA | $112,367 | $110,190 |
| ISHARES RUSSELL 2000 | $68,638 | $246,160 |
| VANGUARD S&P 500 ETF | $382,273 | $1,473,756 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $12,021 | $12,021 |
| Postage/Delivery Service | $74 | $74 |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Excise Tax for 2024 | CategoryTxt |
| Amt | $394 | Amt |
Comments