2025-05-05T10:01:24-05:00 2024-12-31 135565207 KPMG LLP ONE FINANCIAL PLZ STE 2300 PROVIDENCE RI 029032485 990 2024-01-01 116004486 H SCHENDEL CHARITABLE TRUST UW SCHE 5045992191 701 POYDRAS STREET STE 3100 NEW ORLEANS LA 701397727 HANCOCK WHITNEY BANK VP TRUST OFFICE 5045992191 2025-05-01 true true LYLE J MOHLER P01340349 8662974127 2025-05-01 2024 2025-03-06 01:10:19Z HANCOCK WHITNEY BANK TRUST DEPT 701 POYDRAS STE 3100 NEW ORLEANS LA 701397727 92025 false X N/A X 1951 NY THE PURPOSE OF THE H SCHENDEL CHARITABLE TRUST UW IS TO PROVIDE GENERAL SUPPORT TO THE SALVATION ARMY AND UJA- FED OF NEW YORK TO ASSIST THE UNFORTUNATE. 1 1 0 0 0 0 0 16464 25937 0 16464 25937 11216 10851 0 4141 4460 0 0 2119 1723 17476 17034 -1012 8903 342437 351641 0 0 342437 351641 THE PURPOSE OF THE H SCHENDEL CHARITABLE TRUST UW IS TO PROVIDE GENERAL SUPPORT TO THE SALVATION ARMY AND UJA- FED OF NEW YORK TO ASSIST THE UNFORTUNATE. false false 5425 5425 CHARITABLE CONTRIBUTIONS TO THE SALVATION ARMY 5425 5425 CHARITABLE CONTRIBUTIONS TO UJA-FED OF NEW YORK 10850 true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false true 0 0 0 false false false false false false false false false true false false false false X 1 1 false false false false false false false true false false false true false false false false false false NY X HANCOCK WHITNEY BANK 5045992191 701 POYDRAS STREET SUITE 3100 NEW ORLEANS LA 701397727 HANCOCK WHITNEY BANK TRUSTEE X 4460 0 0 4460 0 0 false false false 9162 9162 82863 66088 16775 16775 25937 9162 10851 10851 4460 4460 1600 1600 123 123 17034 10851 6183 0 15859 8930 326578 342711 342437 351641 0 0 X 342437 351641 342437 351641 342437 351641 X 8903 301 X false false false X X 2 THE SALVATION ARMY 135562351 7 true 5425 0 UJA-FED OF NEW YORK 510172429 7 true 5425 0 2 10850 0 true false false false false false false false false false false false false false false true false false X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION D. LINE 2 AND 3 THE ORGANIZATION IS A CHARITABLE TRUST ("TRUST") ESTABLISHED BY THE LAST WILL AND TESTAMENT OF HENRY S. SCHENDEL DATED NOVEMBER 17, 1936. PART IV, SECTION D. LINE 2 AND 3 CONT PER THE TERMS OF THE DOCUMENT, NET INCOME OF THE TRUST IS TO BE PAID QUARTERLY TO THE SALVATION ARMY AND THE UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NY INC. THE BENEFICIARIES ARE PROVIDED WITH A QUARTERLY AND ANNUAL STATEMENT. THIS ALSO DOCUMENTS HOW THE INVESTMENTS ARE BEING MANAGED, THE ANNUAL INCOME EARNED AS WELL AS ANY EXPENSES/DISTRIBUTIONS MADE. PART IV, SECTION D. LINE 2 AND 3 CONT THE TRUST HAS BEEN CONTINUALLY SUPPORTING THE SALVATION ARMY AND THE UJA- FED OF NEW YORK SINCE THE TRUST'S INCEPTION AND THIS DEMONSTRATES A HISTORIC AND CONTINUING RELATIONSHIP WITH THESE NAMED CHARITIES OVER THE MANY YEARS OF THE TRUST'S EXISTENCE. IN ACCORDANCE WITH TREASURY REGULATION SECTION 1.509(a)-4(i)(1)(ii) THE ORGANIZATION HAS MET THE REQUIREMENTS OF THE RESPONSIVENESS TEST. PART IV, SECTION D. LINE 2 AND 3 CONT PER THE TERMS OF THE DOCUMENT, NET INCOME OF THE TRUST IS TO BE PAID QUARTERLY TO THE SALVATION ARMY AND THE UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NY INC. THE BENEFICIARIES ARE PROVIDED WITH A QUARTERLY AND ANNUAL STATEMENT. THIS ALSO DOCUMENTS HOW THE INVESTMENTS ARE BEING MANAGED, THE ANNUAL INCOME EARNED AS WELL AS ANY EXPENSES/DISTRIBUTIONS MADE. PART V, LINE 1 THE TRUST WAS CREATED PRIOR TO 11/20/1970 AND DID NOT RECEIVE ANY GRANT, CONTRIBUTION OR BEQUEST ON OR AFTER THAT DATE. ALL OF THE UNEXPIRED INTERESTS IN THE TRUST ARE DEVOTED TO PURPOSES DESCRIBED IN 170(C)(1) OR (C)(2)(B) AND A DEDUCTION WAS ALLOWED WITH RESPECT TO SUCH INTERESTS. THE TRUST IS REQUIRED BY ITS GOVERNING INSTRUMENT TO DISTRIBUTE ALL OF ITS NET INCOME TO THE DESIGNATED CHARITIES. PART V, LINE 1 CONT THE TRUSTEE DOES NOT HAVE DISCRETION TO VARY THE CHARITABLE BENEFICIARIES OR THE AMOUNTS PAID TO THE CHARITABLE BENEFICIARIES. NONE OF THE TRUSTEES WOULD BE DISQUALIFIED PERSONS, OTHER THAN FOUNDATION MANAGERS, WITH RESPECT TO THE TRUST IF SUCH TRUST WERE TREATED AS A PRIVATE FOUNDATION. PART V, LINE 1 CONT ALL OF THE UNEXPIRED INTERESTS IN THE TRUST ARE DEVOTED TO PURPOSES DESCRIBED IN 170(C)(1) OR (C)(2)(B) AND A DEDUCTION WAS ALLOWED WITH RESPECT TO SUCH INTERESTS. PART V, LINE 1 PART V, LINE 1 THE TRUST WAS CREATED PRIOR TO 11/20/1970 AND DID NOT RECEIVE ANY GRANT, CONTRIBUTION OR BEQUEST ON OR AFTER THAT DATE. ALL OF THE UNEXPIRED INTERESTS IN THE TRUST ARE DEVOTED TO PURPOSES DESCRIBED IN 170(C)(1) OR (C)(2)(B) AND A DEDUCTION WAS ALLOWED WITH RESPECT TO SUCH INTERESTS. THE TRUST IS REQUIRED BY ITS GOVERNING INSTRUMENT TO DISTRIBUTE ALL OF ITS NET INCOME TO THE DESIGNATED CHARITIES. true UJA-FED OF NEW YORK 130 EAST 59TH STREET ROOM 1055 NEW YORK NY 10022 510172429 501(c)3 5425 GENERAL SUPPORT TO CHARITY THE SALVATION ARMY 440 WEST NYACK ROAD WEST NYACK NY 109941739 135562351 501(c)3 5425 GENERAL SUPPORT TO CHARITY EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 THE ORGANIZATION IS A CHARITABLE TRUST. GRANTS ARE MADE IN ACCORDANCE WITH THE TRUST DOCUMENT FOR PURPOSES SPECIFIED IN THE TRUST DOCUMENT. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a HANCOCK WHITNEY BANK AS TRUSTEE AND THE GOVERNING BODY ADHERES TO THE TRUST DOCUMENT TO FULFILL THE PURPOSE OF THE TRUST. DISCUSSION/ACTIONS WITH THE SALVATION ARMY AND THE UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NY INC ARE DOCUMENTED. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b THERE ARE NO OTHER COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF HANCOCK WHITNEY BANK, THE TRUSTEE AND GOVERNING BODY. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW HANCOCK WHITNEY BANK, THE SOLE TRUSTEE, REVIEWS THE COMPLETED FORM 990 PRIOR TO FILING WITH THE IRS. FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. EXPLANATION FOR FORM 990, PART XI, LINE 9 MUTUAL FUND TIMING DIFFERENCES OF $230 AND RETURN OF CAPITAL ADJUSTMENTS OF $71. THE SALVATION ARMY 440 WEST NYACK ROAD WEST NYACK NY 109941739 135562351 PUBLIC WELFARE AND SOCIAL SERVICES NY 501(c)(3) 7 N/A false UJA-FED OF NEW YORK 130 EAST 59TH STREET ROOM 1055 NEW YORK NY 10022 510172429 PUBLIC WELFARE AND SOCIAL SERVICES NY 501(c)(3) 7 N/A false false true false false false false false false false false false false false false false false false false false