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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-04-03T08:15:31-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN204759507EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Gendell Family Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlGENDBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDavid B GendellPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2026-03-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,868,186FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$111InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$111InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$26,215DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,215DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$5,099NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$40,299GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$21,227TotalRevAndExpnssAmt
Total Net Invst Incm$26,326TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$394TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$12,120OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$12,120OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,514TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,120TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$60,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$60,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$72,514TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$72,120TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$51,287ExcessRevenueOverExpensesAmt
Net Investment Income$26,326NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$43,969SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$38,080SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$38,080SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$608,676CorporateStockBOYAmt
Corporate Stock EOY$563,278CorporateStockEOYAmt
Corporate Stock EOYFMV$1,830,106CorporateStockEOYFMVAmt
Total Assets BOY$652,645TotalAssetsBOYAmt
Total Assets EOY$601,358TotalAssetsEOYAmt
Total Assets EOYFMV$1,868,186TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$652,645RetainedEarningBOYAmt
Retained Earning EOY$601,358RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$652,645TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$601,358TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$652,645TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$601,358TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$652,645TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$51,287ExcessRevenueOverExpensesAmt
Subtotal$601,358SubtotalAmt
Tot Net Ast Or Fund Balances EOY$601,358TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$40,299GrossSalesPriceAmt
Cost Or Other Basis$45,398CostOrOtherBasisAmt
Gain Or Loss-$5,099GainOrLossAmt
Gains Minus Excess Or Losses-$5,099GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$5,099CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$366InvestmentIncomeExciseTaxAmt
Subtotal$366SubtotalAmt
Tax Based On Investment Income$366TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$366TaxDueAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Bradley H Gendell
Foundation Source 501 Silverside RdWilmingtonDE198091377VP, Dir1.0$0$0$0
Carin G Gendell
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, VP1.0$0$0$0
David B Gendell
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Sec, Pres1.0$0$0$0
Jeffrey L Gendell
Foundation Source 501 Silverside RdWilmingtonDE198091377VP, Dir1.0$0$0$0
Marc S Gendell
Foundation Source 501 Silverside RdWilmingtonDE198091377VP, Dir1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,722,479AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$28,147AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,750,626TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,750,626AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,259CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,724,367NetVlNoncharitableAssetsAmt
Minimum Investment Return$86,218MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$86,218MinimumInvestmentReturnAmt
Tax Based On Investment Income$366TaxBasedOnInvestmentIncomeAmt
Total Tax$366TotalTaxAmt
Distributable Before Adj$85,852DistributableBeforeAdjAmt
Distributable Before Ded$85,852DistributableBeforeDedAmt
Distributable As Adjusted$85,852DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$72,120ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$72,120QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$85,852DistributableAsAdjustedAmt
Undistributed Income PY$11,653UndistributedIncomePYAmt
Qualifying Distributions$72,120QualifyingDistributionsAmt
Applied To Year1$11,653AppliedToYear1Amt
Applied To Current Year$60,467AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$25,385UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALS ONE INC
8 INDUSTRIAL WAYWHITMANMA02382N/APCGeneral & Unrestricted$1,000
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
220 E 42ND ST STE 400NEW YORKNY10017N/APCGeneral & Unrestricted$1,000
AMERICAN LAB RESCUE INC
29 CHARDONNAY LNTOLLANDCT06084N/APCGeneral & Unrestricted$250
AT HOME IN GREENWICH INC
139 E PUTNAM AVEGREENWICHCT06830N/APCGeneral & Unrestricted$500
BAGEL RESCUE INC
1227 DUNWOODY LN NEBROOKHAVENGA30319N/APCGeneral & Unrestricted$500
BIRTHRIGHT ISRAEL FOUNDATION
PO BOX 21615NEW YORKNY10087N/APCGeneral & Unrestricted$250
BOYS & GIRLS CLUB OF GREENWICH INC
4 HORSENECK LNGREENWICHCT06830N/APCGeneral & Unrestricted$1,000
Boys and Girls Club of Greenwich
4 HORSENECK LNGreenwichCT06830N/APCCelebrating the Annual Youth of the Year$500
CARING FOR MILITARY FAMILIES THE ELIZABETH DOLE FO
1625 EYE ST NWWASHINGTONDC20006N/APCGeneral & Unrestricted$1,000
CHRIS ATWOOD FOUNDATION INC
PO BOX 9282RESTONVA20195N/APCGeneral & Unrestricted$200
CINCINNATI REDS COMMUNITY FUND
100 MAIN STCINCINNATIOH45202N/APCGeneral & Unrestricted$3,500
CITY HARVEST INC
150 52ND STBROOKLYNNY11232N/APCGeneral & Unrestricted$250
CITY RELIEF INC
45 HAZEL STCLIFTONNJ07011N/APCGeneral & Unrestricted$500
COMMUNITY HELP IN PARK SLOPE INC
PO BOX 170125BROOKLYNNY11217N/APCGeneral & Unrestricted$750
CROSSROADS COMMUNITY MINISTRIES INC
420 COURTLAND ST NEATLANTAGA30308N/APCCharitable Event$500
CROSSROADS COMMUNITY MINISTRIES INC
420 COURTLAND ST NEATLANTAGA30308N/APCGeneral & Unrestricted$1,950
DUKE UNIVERSITY
PO BOX 90581DURHAMNC27708N/APCChris Beyrer DGHI Director Fund$3,500
FAMILY CENTERS INC
40 ARCH STGREENWICHCT06830N/APCGeneral & Unrestricted$1,000
FEEDING AMERICA
PO BOX 96749WASHINGTONDC20090N/APCGeneral & Unrestricted$500
FERST READERS INC
1140 MONTICELLO RDMADISONGA30650N/APCCharitable Event$250
GINA MCREYNOLDS FOUNDATION
1631 ROCK SPRINGS RDAPOPKAFL32712N/APCCharitable Event$500
GIRL SCOUTS OF CONNECTICUT INC
20 WASHINGTON AVENORTH HAVENCT06473N/APCGeneral & Unrestricted$1,000
GREENWICH EMERGENCY MEDICAL SERVICE INCORPORATED
1111 E PUTNAM AVERIVERSIDECT06878N/APCGeneral & Unrestricted$500
GREENWICH REFORM SYNAGOGUE INC
92 ORCHARD STCOS COBCT06807N/APCGeneral & Unrestricted$3,000
GREENWICH TREE CONSERVANCY INC
PO BOX 4215GREENWICHCT06831N/APCGeneral & Unrestricted$2,500
HAROLD GRINSPOON FOUNDATION
67 HUNT ST STE 100AGAWAMMA01001N/ASO IPJ Library of Greater Washington$500
HOMES WITH HOPE INC
59 MYRTLE AVEWESTPORTCT06880N/APCGeneral & Unrestricted$500
IKAR
6230 WILSHIRE BLVD STE 1763LOS ANGELESCA90048N/APCGeneral & Unrestricted$10,000
INTERNATIONAL RESCUE COMMITTEE INC
PO BOX 6068ALBERT LEAMN56007N/APCGeneral & Unrestricted$750
ISLAND HOUSING TRUST CORPORATION
PO BOX 779WEST TISBURYMA02575N/APCGeneral & Unrestricted$2,500
JEWISH FAMILY & CAREER SERVICES INC
4549 CHAMBLEE DUNWOODY RDATLANTAGA30338N/APCGeneral & Unrestricted$250
JEWISH FAMILY SERVICES OF GREENWICH INC
67 HOLLY HILL LNGREENWICHCT06830N/APCGeneral & Unrestricted$1,800
JOE BURROW FOUNDATION
255 E 5TH ST STE 1900CINCINNATIOH45202N/APCGeneral & Unrestricted$500
MAGNOLIA TREE EARTH CENTER OF BEDFORD STUYVESANT I
677 LAFAYETTE AVEBROOKLYNNY11216N/APCGeneral & Unrestricted$200
MAKE-A-WISH FOUNDATION OF GEORGIA INC
1775 THE EXCHANGE SE STE 200ATLANTAGA30339N/APCCharitable Event$250
MARCUS JEWISH COMMUNITY CENTER OF ATLANTA INC
5342 TILLY MILL RDATLANTAGA30338N/APCMendel Ball for all - Scholarship Fund$2,500
NAACP LEGAL DEFENSE AND EDUCATIONAL FUND INC
40 RECTOR ST 5TH FLNEW YORKNY10006N/APCGeneral & Unrestricted$350
NEIGHBOR TO NEIGHBOR INC
248 E PUTNAM AVEGREENWICHCT06830N/APCGeneral & Unrestricted$1,500
NEIGHBORHOOD STUDIOS OF FAIRFIELD COUNTY INC
150 ELM STBRIDGEPORTCT06604N/APCDonation for the Adopt-a-Camper campaign$500
NEW YORK COMMON PANTRY
8 E 109TH STNEW YORKNY10029N/APCGeneral & Unrestricted$500
PARAMOUNT ARTS CENTRE INC
8 E GALENA BLVD STE 230AURORAIL60506N/APCGeneral & Unrestricted$500
POSITIVE DIRECTIONS-THE CENTER FOR PREVENTION AND
90 POST ROAD WWESTPORTCT06880N/APCGeneral & Unrestricted$250
RETAKEOUT
1797 N AKIN DR NEATLANTAGA30345N/APCGeneral & Unrestricted$250
SIGMA ALPHA EPSILON FOUNDATION
1856 SHERIDAN RDEVANSTONIL60201N/APCGeneral & Unrestricted$250
SKIDMORE COLLEGE
815 N BROADWAYSARATOGA SPGSNY12866N/APCGeneral & Unrestricted$250
THE JEWISH FEDERATIONS OF NORTH AMERICA INC
25 BROADWAY STE 1700NEW YORKNY10004N/APCGeneral & Unrestricted$500
THE TREVOR PROJECT INC
PO BOX 69232WEST HOLLYWOODCA90069N/APCGeneral & Unrestricted$300
UJA FEDERATION OF GREENWICH
1 HOLLY HILL LNGREENWICHCT06830N/APCGeneral & Unrestricted$1,200
UKRAINE AID INTERNATIONAL
31 FAIRFIELD AVEWESTPORTCT06880N/APCGeneral & Unrestricted$500
UNITED NATIONS WATCH - USA
PO BOX 5872WASHINGTONDC20016N/APCGeneral & Unrestricted$500
UNITED STATES HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PL SWWASHINGTONDC20024N/APCGeneral & Unrestricted$500
UNIVERSITY OF CHICAGO
5235 S HARPER COURT 4TH FLCHICAGOIL60615N/APCGraham School Katia Mitova Distinguished Instructorship Fund$3,000
WESTPORT COUNTRY PLAYHOUSE INC
25 POWERS CTWESTPORTCT06880N/APCGeneral & Unrestricted$500
WESTPORT LIBRARY ASSOC
20 JESUP RDWESTPORTCT06880N/APCGeneral & Unrestricted$250
WESTPORT VOLUNTEER EMERGENCY MEDICAL SERVICE INC
50 JESUP RDWESTPORTCT06880N/APCGeneral & Unrestricted$250
WORLD CENTRAL KITCHEN INCORPORATED
PO BOX 96538WASHINGTONDC20090N/APCGeneral & Unrestricted$250
WYOMING SCHOOL FOUNDATION
420 SPRINGFIELD PIKE STE KWYOMINGOH45215N/APCClass of 1979 fund$1,000
WYOMING SCHOOL FOUNDATION
420 SPRINGFIELD PIKE STE KWYOMINGOH45215N/APCGeneral & Unrestricted$750
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$60,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$111ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,215ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$5,099ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$21,227ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$21,227TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
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)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements 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

FieldValueIRS element (for citing)
Category990-PF Excise Tax for 2024CategoryTxt
Amt$394Amt

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