291 FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- 291 FOUNDATION (EIN 13-7298760)
- Tax period
- 2023-11-01 to 2024-10-31
- Filed
- 2025-01-26
- IRS object ID
- 202500269349100250
- Schema version
- 2023v6.0
- 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
- Schedule B
- Accounting Fees Schedule
- Dissolution Stmt
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-26T14:08:15-06:00 | ReturnTs |
| Tax Period End | 2024-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134015902 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD SIMOWITZ CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12330 CASCADE VALLEY LANE | AddressLine1Txt |
| City | BOYNTON BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33473 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137298760 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 291 FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | WENDER NANCY L TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | 291F | BusinessNameControlTxt |
| Phone | 2129667407 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 291 CHURCH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY WENDER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2129667407 | PhoneNum |
| Signature | 2025-01-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOWARD SIMOWITZ | PreparerPersonNm |
| PTIN | P00739077 | PTIN |
| Phone | 5617393617 | PhoneNum |
| Preparation | 2025-01-26 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 | $50,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $12,348 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,348 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $12,348 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,461 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $421,220 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,461 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $91,809 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,809 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $12,348 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $16,250 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $500 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $175 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $175 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,925 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,425 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $495,757 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $495,757 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $512,682 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $512,182 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$420,873 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,309 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,348 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,654 | CashBOYAmt |
| Corporate Stock BOY | $381,219 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $420,873 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $420,873 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $420,873 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $420,873 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $420,873 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$420,873 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $0 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (107 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JP MORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS A | P | 2022-05-24 | 2024-02-09 | $2,722 | $2,995 | -$273 | -$273 |
| JP MORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS A | P | 2022-05-24 | 2024-01-19 | $495 | $494 | $1 | $1 |
| JP MORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS A | P | 2016-11-10 | 2024-02-09 | $1,728 | $1,735 | -$7 | -$7 |
| JP MORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS A | P | 2016-11-10 | 2024-03-21 | $2,907 | $2,902 | $5 | $5 |
| JP MORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS A | P | 2016-11-10 | 2024-04-10 | $2,888 | $2,886 | $2 | $2 |
| JP MORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS A | P | 2016-11-10 | 2024-05-28 | $4,466 | $4,453 | $13 | $13 |
| JP MORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS A | P | 2023-01-31 | 2024-05-23 | $4,302 | $4,259 | $43 | $43 |
| JP MORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS A | P | 2023-01-31 | 2024-05-28 | $4,974 | $4,947 | $27 | $27 |
| INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS A | P | 2022-05-24 | 2024-01-19 | $589 | $581 | $8 | $8 |
| INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS A | P | 2022-05-24 | 2024-02-09 | $5,523 | $5,308 | $215 | $215 |
| INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS A | P | 2022-05-24 | 2024-03-21 | $2,694 | $2,444 | $250 | $250 |
| INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS A | P | 2016-11-10 | 2024-03-21 | $986 | $1,015 | -$29 | -$29 |
| INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS A | P | 2016-11-10 | 2024-04-10 | $3,761 | $3,806 | -$45 | -$45 |
| INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS A | P | 2016-11-10 | 2024-05-23 | $5,688 | $5,693 | -$5 | -$5 |
| INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS A | P | 2016-11-10 | 2024-05-28 | $2,980 | $2,969 | $11 | $11 |
| INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS A | P | 2023-01-31 | 2024-05-28 | $9,351 | $8,941 | $410 | $410 |
| CALAMOS MARKET NEUTRAL INCOME FUND CLASS A | P | 2022-05-24 | 2024-01-19 | $335 | $315 | $20 | $20 |
| CALAMOS MARKET NEUTRAL INCOME FUND CLASS A | P | 2022-05-24 | 2024-02-09 | $253 | $252 | $1 | $1 |
| CALAMOS MARKET NEUTRAL INCOME FUND CLASS A | P | 2016-11-10 | 2024-02-09 | $2,767 | $2,522 | $245 | $245 |
| CALAMOS MARKET NEUTRAL INCOME FUND CLASS A | P | 2016-11-10 | 2024-03-21 | $1,977 | $1,791 | $186 | $186 |
| CALAMOS MARKET NEUTRAL INCOME FUND CLASS A | P | 2016-11-10 | 2024-04-10 | $1,963 | $1,775 | $188 | $188 |
| CALAMOS MARKET NEUTRAL INCOME FUND CLASS A | P | 2016-11-10 | 2024-05-28 | $3,441 | $3,147 | $294 | $294 |
| CALAMOS MARKET NEUTRAL INCOME FUND CLASS A | P | 2023-01-31 | 2024-05-23 | $2,931 | $2,828 | $103 | $103 |
| CALAMOS MARKET NEUTRAL INCOME FUND CLASS A | P | 2023-01-31 | 2024-05-28 | $2,982 | $2,877 | $105 | $105 |
| BLACKROCK EQUITY DIVIDEND FUND A | P | 2022-05-24 | 2024-01-19 | $741 | $853 | -$112 | -$112 |
| BLACKROCK EQUITY DIVIDEND FUND A | P | 2022-05-24 | 2024-02-09 | $74 | $298 | -$224 | -$224 |
| BLACKROCK EQUITY DIVIDEND FUND A | P | 2016-11-10 | 2024-02-09 | $6,737 | $6,817 | -$80 | -$80 |
| BLACKROCK EQUITY DIVIDEND FUND A | P | 2016-11-10 | 2024-03-21 | $4,604 | $4,774 | -$170 | -$170 |
| BLACKROCK EQUITY DIVIDEND FUND A | P | 2016-11-10 | 2024-04-10 | $4,629 | $4,760 | -$131 | -$131 |
| BLACKROCK EQUITY DIVIDEND FUND A | P | 2016-11-10 | 2024-05-28 | $9,564 | $8,120 | $1,444 | $1,444 |
| BLACKROCK EQUITY DIVIDEND FUND A | P | 2023-01-31 | 2024-05-23 | $7,018 | $6,474 | $544 | $544 |
| BLACKROCK EQUITY DIVIDEND FUND A | P | 2023-01-31 | 2024-05-28 | $5,582 | $5,186 | $396 | $396 |
| COHEN & STEERS REAL ASSET FUND CLASS A | P | 2016-11-10 | 2024-01-19 | $226 | $206 | $20 | $20 |
| COHEN & STEERS REAL ASSET FUND CLASS A | P | 2016-11-10 | 2024-02-19 | $2,030 | $1,869 | $161 | $161 |
| COHEN & STEERS REAL ASSET FUND CLASS A | P | 2016-11-10 | 2024-03-21 | $1,364 | $1,380 | -$16 | -$16 |
| COHEN & STEERS REAL ASSET FUND CLASS A | P | 2016-11-10 | 2024-04-10 | $1,381 | $1,365 | $16 | $16 |
| COHEN & STEERS REAL ASSET FUND CLASS A | P | 2016-11-10 | 2024-05-23 | $1,111 | $992 | $119 | $119 |
| COHEN & STEERS REAL ASSET FUND CLASS A | P | 2023-01-31 | 2024-05-23 | $995 | $976 | $19 | $19 |
| COHEN & STEERS REAL ASSET FUND CLASS A | P | 2023-01-31 | 2024-05-28 | $4,492 | $4,294 | $198 | $198 |
| HARTFORD SCHRODER INTERNATIONAL MULTI CAP VALUE FUND | P | 2016-11-10 | 2024-01-19 | $475 | $502 | -$27 | -$27 |
| HARTFORD SCHRODER INTERNATIONAL MULTI CAP VALUE FUND | P | 2016-11-10 | 2024-02-19 | $4,412 | $4,572 | -$160 | -$160 |
| HARTFORD SCHRODER INTERNATIONAL MULTI CAP VALUE FUND | P | 2016-11-10 | 2024-03-21 | $2,999 | $2,900 | $99 | $99 |
| HARTFORD SCHRODER INTERNATIONAL MULTI CAP VALUE FUND | P | 2016-11-10 | 2024-04-10 | $3,028 | $2,947 | $81 | $81 |
| HARTFORD SCHRODER INTERNATIONAL MULTI CAP VALUE FUND | P | 2016-11-10 | 2024-05-28 | $4,593 | $2,903 | $1,690 | $1,690 |
| HARTFORD SCHRODER INTERNATIONAL MULTI CAP VALUE FUND | P | 2023-01-31 | 2024-05-23 | $4,623 | $4,144 | $479 | $479 |
| HARTFORD SCHRODER INTERNATIONAL MULTI CAP VALUE FUND | P | 2023-01-31 | 2024-05-28 | $5,421 | $4,851 | $570 | $570 |
| ALLIANCE BERNSTEIN SELECT US PORTFOLIO FUND | P | 2016-11-10 | 2024-01-19 | $344 | $367 | -$23 | -$23 |
| ALLIANCE BERNSTEIN SELECT US PORTFOLIO FUND | P | 2016-11-10 | 2024-02-19 | $3,208 | $3,303 | -$95 | -$95 |
| ALLIANCE BERNSTEIN SELECT US PORTFOLIO FUND | P | 2016-11-10 | 2024-03-21 | $2,145 | $1,979 | $166 | $166 |
| ALLIANCE BERNSTEIN SELECT US PORTFOLIO FUND | P | 2016-11-10 | 2024-04-10 | $2,139 | $1,972 | $167 | $167 |
| ALLIANCE BERNSTEIN SELECT US PORTFOLIO FUND | P | 2016-11-10 | 2024-05-28 | $2,554 | $879 | $1,675 | $1,675 |
| ALLIANCE BERNSTEIN SELECT US PORTFOLIO FUND | P | 2023-01-31 | 2024-05-23 | $3,219 | $2,707 | $512 | $512 |
| ALLIANCE BERNSTEIN SELECT US PORTFOLIO FUND | P | 2023-01-31 | 2024-05-28 | $4,474 | $3,761 | $713 | $713 |
| JP MORGAN GROWTH ADVANTAGE SELECT FBOID | P | 2022-05-24 | 2024-01-19 | $890 | $672 | $218 | $218 |
| JP MORGAN GROWTH ADVANTAGE SELECT FBOID | P | 2022-05-24 | 2024-02-09 | $8,655 | $6,080 | $2,575 | $2,575 |
| JP MORGAN GROWTH ADVANTAGE SELECT FBOID | P | 2022-05-24 | 2024-03-21 | $5,832 | $3,912 | $1,920 | $1,920 |
| JP MORGAN GROWTH ADVANTAGE SELECT FBOID | P | 2022-05-24 | 2024-04-10 | $5,490 | $3,696 | $1,794 | $1,794 |
| JP MORGAN GROWTH ADVANTAGE SELECT FBOID | P | 2016-11-10 | 2024-04-10 | $354 | $303 | $51 | $51 |
| JP MORGAN GROWTH ADVANTAGE SELECT FBOID | P | 2016-11-10 | 2024-05-23 | $8,791 | $7,412 | $1,379 | $1,379 |
| JP MORGAN GROWTH ADVANTAGE SELECT FBOID | P | 2016-11-10 | 2024-05-28 | $2,695 | $2,212 | $483 | $483 |
| JP MORGAN GROWTH ADVANTAGE SELECT FBOID | P | 2023-01-31 | 1934-05-28 | $16,643 | $11,000 | $5,643 | $5,643 |
| DELAWARE VALUE FUND INSTITUTIONAL | P | 2016-11-10 | 2024-01-19 | $695 | $870 | -$175 | -$175 |
| DELAWARE VALUE FUND INSTITUTIONAL | P | 2016-11-10 | 2024-02-09 | $6,329 | $7,799 | -$1,470 | -$1,470 |
| DELAWARE VALUE FUND INSTITUTIONAL | P | 2016-11-10 | 2024-03-21 | $4,280 | $4,764 | -$484 | -$484 |
| DELAWARE VALUE FUND INSTITUTIONAL | P | 2016-11-16 | 2024-04-10 | $4,292 | $4,762 | -$470 | -$470 |
| DELAWARE VALUE FUND INSTITUTIONAL | P | 2016-11-10 | 2024-05-23 | $6,248 | $7,067 | -$819 | -$819 |
| DELAWARE VALUE FUND INSTITUTIONAL | P | 2016-11-10 | 2024-05-28 | $3,830 | $3,332 | $498 | $498 |
| DELAWARE VALUE FUND INSTITUTIONAL | P | 2023-01-31 | 2024-05-28 | $9,663 | $10,497 | -$834 | -$834 |
| DELAWARE SMALL CAP CORE I | P | 2018-05-29 | 2024-01-19 | $393 | $388 | $5 | $5 |
| DELAWARE SMALL CAP CORE I | P | 2018-05-29 | 2024-02-09 | $3,560 | $3,454 | $106 | $106 |
| DELAWARE SMALL CAP CORE I | P | 2018-05-29 | 2024-03-21 | $2,379 | $2,245 | $134 | $134 |
| DELAWARE SMALL CAP CORE I | P | 2018-05-29 | 2024-04-10 | $2,417 | $2,245 | $172 | $172 |
| DELAWARE SMALL CAP CORE I | P | 2018-05-29 | 2024-05-28 | $5,549 | $2,092 | $3,457 | $3,457 |
| DELAWARE SMALL CAP CORE I | P | 2023-01-31 | 2024-05-23 | $3,628 | $3,464 | $164 | $164 |
| DELAWARE SMALL CAP CORE I | P | 2023-01-31 | 2024-05-28 | $2,279 | $2,187 | $92 | $92 |
| CHIRON CAPITAL ALLOCATION FUND | P | 2017-01-31 | 2024-01-19 | $522 | $635 | -$113 | -$113 |
| CHIRON CAPITAL ALLOCATION FUND | P | 2017-01-31 | 2024-02-09 | $4,869 | $5,292 | -$423 | -$423 |
| CHIRON CAPITAL ALLOCATION FUND | P | 2017-01-31 | 2024-03-21 | $3,215 | $3,274 | -$59 | -$59 |
| CHIRON CAPITAL ALLOCATION FUND | P | 2017-01-31 | 2024-04-10 | $3,240 | $3,247 | -$7 | -$7 |
| CHIRON CAPITAL ALLOCATION FUND | P | 2017-01-31 | 2024-05-28 | $4,570 | $1,650 | $2,920 | $2,920 |
| CHIRON CAPITAL ALLOCATION FUND | P | 2023-01-31 | 2024-05-23 | $4,931 | $4,821 | $110 | $110 |
| CHIRON CAPITAL ALLOCATION FUND | P | 2023-01-31 | 2024-05-28 | $6,063 | $5,962 | $101 | $101 |
| GUGGENHEIM TOTAL RETURN BOND FUND | P | 2022-06-21 | 2024-01-19 | $722 | $746 | -$24 | -$24 |
| GUGGENHEIM TOTAL RETURN BOND FUND | P | 2022-06-21 | 2024-02-09 | $6,506 | $6,722 | -$216 | -$216 |
| GUGGENHEIM TOTAL RETURN BOND FUND | P | 2022-06-21 | 2024-03-21 | $4,199 | $4,354 | -$155 | -$155 |
| GUGGENHEIM TOTAL RETURN BOND FUND | P | 2022-06-21 | 2024-04-10 | $4,156 | $4,324 | -$168 | -$168 |
| GUGGENHEIM TOTAL RETURN BOND FUND | P | 2022-06-21 | 2024-05-28 | $4,129 | $6,188 | -$2,059 | -$2,059 |
| GUGGENHEIM TOTAL RETURN BOND FUND | P | 2023-01-31 | 2024-05-23 | $6,190 | $6,395 | -$205 | -$205 |
| GUGGENHEIM TOTAL RETURN BOND FUND | P | 2023-01-31 | 2024-05-28 | $9,370 | $9,710 | -$340 | -$340 |
| VANGUARD CORE BOND FUND | P | 2023-05-12 | 2024-01-19 | $737 | $739 | -$2 | -$2 |
| VANGUARD CORE BOND FUND | P | 2023-05-12 | 2024-02-09 | $6,618 | $6,659 | -$41 | -$41 |
| VANGUARD CORE BOND FUND | P | 2023-05-12 | 2024-03-21 | $4,276 | $4,314 | -$38 | -$38 |
| VANGUARD CORE BOND FUND | P | 2023-05-12 | 2024-04-10 | $4,222 | $4,282 | -$60 | -$60 |
| VANGUARD CORE BOND FUND | P | 2023-05-12 | 2024-05-23 | $6,300 | $6,400 | -$100 | -$100 |
| VANGUARD CORE BOND FUND | P | 2023-05-12 | 2024-05-28 | $13,750 | $13,972 | -$222 | -$222 |
| BNY MELLON INTERNATIONAL STOCK FUND | P | 2023-05-12 | 2024-01-19 | $467 | $474 | -$7 | -$7 |
| BNY MELLON INTERNATIONAL STOCK FUND | P | 2023-05-12 | 2024-02-09 | $4,380 | $4,290 | $90 | $90 |
| BNY MELLON INTERNATIONAL STOCK FUND | P | 2023-05-12 | 2024-03-21 | $2,951 | $2,762 | $189 | $189 |
| BNY MELLON INTERNATIONAL STOCK FUND | P | 2023-05-12 | 2024-04-10 | $2,883 | $2,781 | $102 | $102 |
| BNY MELLON INTERNATIONAL STOCK FUND | P | 2023-05-12 | 2024-05-23 | $4,388 | $4,116 | $272 | $272 |
| BNY MELLON INTERNATIONAL STOCK FUND | P | 2023-05-12 | 2024-05-28 | $9,614 | $8,975 | $639 | $639 |
| TOUCHSTONE MID CAP FUND | P | 2023-10-31 | 2024-01-19 | $494 | $427 | $67 | $67 |
| TOUCHSTONE MID CAP FUND | P | 2023-10-31 | 2024-02-09 | $4,628 | $3,851 | $777 | $777 |
| TOUCHSTONE MID CAP FUND | P | 2023-10-31 | 2024-03-21 | $3,190 | $2,499 | $691 | $691 |
| TOUCHSTONE MID CAP FUND | P | 2023-10-31 | 2024-04-10 | $3,155 | $2,491 | $664 | $664 |
| TOUCHSTONE MID CAP FUND | P | 2023-10-31 | 2024-05-23 | $4,636 | $3,719 | $917 | $917 |
| TOUCHSTONE MID CAP FUND | P | 2023-10-31 | 2024-05-28 | $10,072 | $8,149 | $1,923 | $1,923 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,461 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $10,915 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $574 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $574 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $574 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,634 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,634 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,060 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $1,060 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (1) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NANCY WENDER | IndividualWithBooksNm |
| Phone | 6466381701 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 291 CHURCH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY L WENDER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 291 CHURCH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $574 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $574 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $512,182 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $512,182 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $570,991 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $335,646 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $445,312 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $527,985 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $568,026 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,447,960 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $512,182 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $512,182 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,960,142 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $570,991 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,389,151 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $335,646 | ExcessFromYear4Amt |
| Excess From Year3 | $445,312 | ExcessFromYear3Amt |
| Excess From Year2 | $527,985 | ExcessFromYear2Amt |
| Excess From Year1 | $568,026 | ExcessFromYear1Amt |
| Excess From Current Year | $512,182 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NANCY L WENDER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MUSEUM OF MODERN ART | |||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | 501 (C) (3) | GENERAL PURPOSES | $1,500 |
| GOD LOVES WE DELIVER | |||||||
| 166 6TH AVENUE | NEW YORK | NY | 10013 | NONE | 501 (C) (3) | GENERAL PURPOSES | $1,000 |
| PLANNED PARENTHOD OF GREATER NEW YORK | |||||||
| 26 BLEEKER STREET | NEW YORK | NY | 10012 | NONE | 501 (C) (3) | GENERAL PURPOSES | $1,500 |
| HABITAT FOR HUMANITY | |||||||
| 123 DEMO STREET | NEW YORK | NY | 12345 | NONE | 501 (C) (3) | GENERAL PURPOSES | $1,500 |
| FRIENDS SEMINARY | |||||||
| 222 E 16TH STREET | NEW YORK | NY | 10003 | NONE | 501 (C) (3) | GENERAL PURPOSES | $10,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | NONE | 501 (C) (3) | GENERAL PURPOSES | $2,500 |
| UJA FEDERATION OF NEW YORK | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | 501 (C) (3) | GENERAL PURPOSES | $1,000 |
| WEIS WENDER FOUNDATION FOR CHILDREN | |||||||
| 555 BRYANT STREET | PALO ALTO | CA | 94301 | NONE | 501 (C) (3) | GENERAL PURPOSES | $5,150 |
| FOOD BANK OF NYC | |||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | NONE | 501 (C) (3) | GENERAL PURPOSES | $1,560 |
| ROXBURY PUBLIC LIBRARY | |||||||
| 23 SOUTH STREET | ROXBURY | CT | 06783 | NONE | 501 (C) (3) | GENERAL PURPOSES | $511 |
| THE NEW YORK WOMENS FOUNDATION | |||||||
| 39 BROADWAY 3300 | NEW YORK | NY | 10006 | NONE | 501 (C) (3) | GENERAL PURPOSES | $1,000 |
| WHITNEY MUSEUM | |||||||
| 99 GAUSEVOORT STREET | NEW YORK | NY | 10014 | NONE | 501 (C) (3) | GENERAL PURPOSES | $600 |
| THIRTEEN PBS | |||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | 501 (C) (3) | GENERAL PURPOSES | $1,000 |
| MT SINAI MEDICAL CENTER | |||||||
| 1468 MADISON AVENUE | NEW YORK | NY | 10029 | NONE | 501 (C) (3) | GENERAL PURPOSES | $15,000 |
| APEX ART CULTURAL FUND | |||||||
| 291 CHURCH STREET | NEW YORK | NY | 10013 | NONE | 501 (C) (3) | GENERAL PURPOSES | $75,000 |
| ACKERMAN INSTITUTE | |||||||
| 936 BROADWAY | NEW YORK | NY | 10010 | NONE | 501 (C) (3) | GENERAL PURPOSES | $7,500 |
| CIVITAS | |||||||
| 1457 LEXINGTON AVENUE | NEW YORK | NY | 10128 | NONE | 501 (C) (3) | GENERAL PURPOSES | $500 |
| WEIS WENDER FOUNDATION FOR CHILDREN | |||||||
| 555 BRYANT STREET | PALO ALTO | CA | 94301 | NONE | 501 (C) (3) | GENERAL PURPOSES | $5,202 |
| THE GOOD DOG FOUNDATION | |||||||
| PO BOX 346 | HUDSON | NY | 12534 | NONE | 501 (C) (3) | GENERAL PURPOSES | $1,000 |
| C-CAP | |||||||
| 505 8TH AVENUE | NEW YORK | NY | 10018 | NONE | 501 (C) (3) | GENERAL PURPOSES | $2,000 |
| FOUNDATION FIGHTING BLINDNESS | |||||||
| 6925 OAKLAND MILLS ROAD | COLUMBIA | MD | 21045 | NONE | 501 (C) (3) | GENERAL PURPOSES | $1,025 |
| APEX ART CULTURAL FUND | |||||||
| 291 CHURCH STREET | NEW YORK | NY | 10013 | NONE | 501 (C) (3) | GENERAL PURPOSES | $50,000 |
| WNYCWQXR | |||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | 501 (C) (3) | GENERAL PURPOSES | $1,000 |
| APEX ART CULTURAL FUND | |||||||
| 291 CHURCH STREET | NEW YORK | NY | 10013 | NONE | 501 (C) (3) | GENERAL PURPOSES | $50,000 |
| V FOUNDATION FOR CANCER RESEARCH | |||||||
| 14600 WESTON PARKWAY | MORRISVILLE | NC | 27513 | NONE | 501 (C) (3) | GENERAL PURPOSES | $1,000 |
| GUGGEHEIM FOUNDATION | |||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | 501 (C) (3) | GENERAL PURPOSES | $1,000 |
| APEX ART CULTURAL FUND | |||||||
| 291 CHURCH STREET | NEW YORK | NY | 10013 | NONE | 501 (C) (3) | GENERAL PURPOSES | $75,000 |
| APEX ART CULTURAL FUND | |||||||
| 291 CHURCH STREET | NEW YORK | NY | 10013 | NONE | 501 (C) (3) | GENERAL PURPOSES | $75,000 |
| COMMUNITY SCHOOL FOR THE ARTS | |||||||
| 450 SOUTH EAGLEVILLE ROAD | STORRS | CT | 06783 | NONE | 501 (C) (3) | GENERAL PURPOSES | $1,500 |
| GOD LOVES WE DELIVER | |||||||
| 166 6TH AVENUE | NEW YORK | NY | 10013 | NONE | 501 (C) (3) | GENERAL PURPOSES | $1,000 |
| APEX ART CULTURAL FUND | |||||||
| 291 CHURCH STREET | NEW YORK | NY | 10013 | NONE | 501 (C) (3) | GENERAL PURPOSES | $50,000 |
| COMMUNITY SERVICE SOCIETY | |||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | 501 (C) (3) | GENERAL PURPOSES | $400 |
| HABITAT FOR HUMANITY | |||||||
| 123 DEMO STREET | NEW YORK | NY | 12345 | NONE | 501 (C) (3) | GENERAL PURPOSES | $1,500 |
| WHITNEY MUSEUM | |||||||
| 99 GAUSEVOORT STREET | NEW YORK | NY | 10014 | NONE | 501 (C) (3) | GENERAL PURPOSES | $625 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | NONE | 501 (C) (3) | GENERAL PURPOSES | $2,550 |
| ANIMAL MEDICAL CENTER | |||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 10065 | NONE | 501 (C) (3) | GENERAL PURPOSES | $30,000 |
| THIRTEEN PBS | |||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | 501 (C) (3) | GENERAL PURPOSES | $1,000 |
| FRIENDS SEMINARY | |||||||
| 222 E 16TH STREET | NEW YORK | NY | 10003 | NONE | 501 (C) (3) | GENERAL PURPOSES | $10,000 |
| CITY MEALS ON WHEELS | |||||||
| 335 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | 501 (C) (3) | GENERAL PURPOSES | $1,000 |
| INTERNATIONAL RESCUE FOUNDATION | |||||||
| 263 WEST 38TH STREET | NEW YORK | NY | 10018 | NONE | 501 (C) (3) | GENERAL PURPOSES | $1,000 |
| APEX ART CULTURAL FUND | |||||||
| 291 CHURCH STREET | NEW YORK | NY | 10013 | NONE | 501 (C) (3) | GENERAL PURPOSES | $2,384 |
| AMERICAN PROMISE EDUCATION FUND | |||||||
| 33 BRADFORD STREET | CONCORD | MA | 01742 | NONE | 501 (C) (3) | GENERAL PURPOSES | $3,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $495,757 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $29,461 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $12,348 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $41,809 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,809 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | NANCY L WENDER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 291 CHURCH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| HOWARD SIMOWITZ CPA: RECORDING OF TRANSACTIONS, PREPARATION OF YEAR END | $0 | $0 | $0 | $0 |
| ACCOUNTING AND PRIVATE FOUNDATION RETURNS | $16,250 | $0 | $0 | $16,250 |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APEX ART CULTURAL FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 291 CHURCH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | FOUNDATION MADE NO PAYMENTS TO ANY INDIVIDUALS DURING THE CURRENT TERMINATION YEAR. ALL FUNDS WERE DISTRIBUTED TO QUALIFIED TAX EXEMPT ORGANIZATIONS AS OF OCTOBER 19, 2024. FINAL DISTRIBTION WAS MADE TO APEX ART CULTURAL FUND. | ShortExplanationTxt |
| Dissolution | $2,324 | DissolutionAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | FOUNDATION MADE NO PAYMENTS TO ANY INDIVIDUALS DURING THE CURRENT TERMINATION YEAR. ALL FUNDS WERE DISTRIBUTED TO QUALIFIED TAX EXEMPT ORGANIZATIONS. ALL ASSETS WERE DISTRIBUTED AS OF OCTOBER 19, 2024. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $175 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $175 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $500 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments