291 FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- 291 FOUNDATION (EIN 13-7298760)
- Tax period
- 2020-11-01 to 2021-10-31
- Filed
- 2022-01-20
- IRS object ID
- 202200209349100905
- Schema version
- 2020v4.1
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-20T20:59:07-06:00 | ReturnTs |
| Tax Period End | 2021-10-31 | 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 | 2020-11-01 | 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 | 2022-01-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NANCY | PersonFirstNm |
| Person Last | WENDER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOWARD SIMOWITZ | PreparerPersonNm |
| PTIN | P00739077 | PTIN |
| Phone | 5617393617 | PhoneNum |
| Preparation | 2022-01-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,157,457 | 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 | $145,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $38,009 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,009 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $38,009 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $64,332 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $350,439 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $64,332 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $247,341 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $102,341 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $38,009 | 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 | $6,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,439 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,439 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,861 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,861 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $608 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $608 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,908 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,300 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,608 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $494,444 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $494,444 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $512,352 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,300 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $501,052 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$265,011 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $91,041 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $38,009 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $65,306 | CashBOYAmt |
| Cash EOY | $48,394 | CashEOYAmt |
| Cash EOYFMV | $48,394 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,158,015 | CorporateStockBOYAmt |
| Corporate Stock EOY | $909,916 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,109,063 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,223,321 | TotalAssetsBOYAmt |
| Total Assets EOY | $958,310 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,157,457 | 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 | $1,223,321 | RetainedEarningBOYAmt |
| Retained Earning EOY | $958,310 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,223,321 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $958,310 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,223,321 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $958,310 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,223,321 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$265,011 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $958,310 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $958,310 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (99 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 OPPORUNTIES FUND CLASS A | P | 2021-01-20 | 2021-09-17 | $1,599 | $1,654 | -$55 | -$55 |
| JP MORGAN STRATEGIC INCOME OPPORUNTIES FUND CLASS A | P | 2011-01-20 | 2021-07-20 | $194 | $200 | -$6 | -$6 |
| JP MORGAN STRATEGIC INCOME OPPORUNTIES FUND CLASS A | P | 2011-01-20 | 2021-10-19 | $5,119 | $5,114 | $5 | $5 |
| INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS A | P | 2015-01-20 | 2020-11-18 | $10,499 | $7,330 | $3,169 | $3,169 |
| INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS A | P | 2015-01-20 | 2021-01-12 | $657 | $417 | $240 | $240 |
| INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS A | P | 2015-01-20 | 2021-07-20 | $7,731 | $5,043 | $2,688 | $2,688 |
| INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS A | P | 2015-02-17 | 2021-07-20 | $939 | $619 | $320 | $320 |
| INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS A | P | 2015-02-17 | 2021-10-19 | $5,894 | $3,917 | $1,977 | $1,977 |
| PIMCO REAL RETURN FUND CLASS A | P | 2011-01-21 | 2021-01-12 | $1,453 | $1,080 | $373 | $373 |
| PIMCO REAL RETURN FUND CLASS A | P | 2015-01-20 | 2021-01-12 | $911 | $818 | $93 | $93 |
| PIMCO REAL RETURN FUND CLASS A | P | 2015-01-20 | 2021-04-27 | $2,562 | $2,311 | $251 | $251 |
| PIMCO REAL RETURN FUND CLASS A | P | 2015-01-20 | 2021-07-20 | $1,426 | $1,291 | $135 | $135 |
| PIMCO REAL RETURN FUND CLASS A | P | 2015-02-17 | 2021-07-20 | $1,039 | $919 | $120 | $120 |
| PIMCO REAL RETURN FUND CLASS A | P | 2015-02-17 | 2021-10-26 | $2,048 | $1,821 | $227 | $227 |
| CALAMOS MARKET NEUTRAL INCOME FUND CLASS A | P | 2014-07-29 | 2020-11-18 | $105 | $99 | $6 | $6 |
| CALAMOS MARKET NEUTRAL INCOME FUND CLASS A | P | 2014-07-29 | 2021-07-20 | $1,647 | $1,508 | $139 | $139 |
| CALAMOS MARKET NEUTRAL INCOME FUND CLASS A | P | 2014-07-29 | 2021-09-17 | $2,346 | $2,108 | $238 | $238 |
| CALAMOS MARKET NEUTRAL INCOME FUND CLASS A | P | 2014-07-29 | 2021-10-19 | $3,174 | $2,811 | $363 | $363 |
| BLACKROCK EQUITY DIVIDEND FUND A | P | 2014-07-29 | 2020-11-18 | $5,415 | $7,472 | -$2,057 | -$2,057 |
| BLACKROCK EQUITY DIVIDEND FUND A | P | 2015-02-17 | 2020-11-18 | $28 | $351 | -$323 | -$323 |
| BLACKROCK EQUITY DIVIDEND FUND A | P | 2015-02-17 | 2021-01-12 | $225 | $223 | $2 | $2 |
| BLACKROCK EQUITY DIVIDEND FUND A | P | 2015-02-17 | 2021-05-25 | $2,857 | $2,706 | $151 | $151 |
| BLACKROCK EQUITY DIVIDEND FUND A | P | 2015-03-16 | 2021-05-25 | $3,960 | $4,053 | -$93 | -$93 |
| BLACKROCK EQUITY DIVIDEND FUND A | P | 2015-12-22 | 2021-05-25 | $3,442 | $2,973 | $469 | $469 |
| BLACKROCK EQUITY DIVIDEND FUND A | P | 2021-12-22 | 2021-07-20 | $1,617 | $1,480 | $137 | $137 |
| BLACKROCK EQUITY DIVIDEND FUND A | P | 2015-12-22 | 2021-09-17 | $3,209 | $2,843 | $366 | $366 |
| BLACKROCK EQUITY DIVIDEND FUND A | P | 2015-12-22 | 2021-10-19 | $5,348 | $5,032 | $316 | $316 |
| LOOMIS SAYLES BOND FUND CLASS RETAIL | P | 2013-02-04 | 2021-01-12 | $453 | $498 | -$45 | -$45 |
| LOOMIS SAYLES BOND FUND CLASS RETAIL | P | 2013-02-04 | 2021-07-20 | $5,763 | $6,195 | -$432 | -$432 |
| LOOMIS SAYLES BOND FUND CLASS RETAIL | P | 2013-02-04 | 2021-09-17 | $1,959 | $2,092 | -$133 | -$133 |
| LOOMIS SAYLES BOND FUND CLASS RETAIL | P | 2013-02-04 | 2021-10-19 | $3,759 | $4,098 | -$339 | -$339 |
| LOOMIS SAYLES BOND FUND CLASS RETAIL | P | 2015-01-20 | 2021-10-19 | $942 | $1,021 | -$79 | -$79 |
| COHEN & STEERS REAL ASSET FUND CLASS A | P | 2013-05-08 | 2020-11-18 | $2,101 | $2,009 | $92 | $92 |
| COHEN & STEERS REAL ASSET FUND CLASS A | P | 2015-01-20 | 2020-11-18 | $640 | $685 | -$45 | -$45 |
| COHEN & STEERS REAL ASSET FUND CLASS A | P | 2015-01-20 | 2021-05-25 | $4,254 | $3,837 | $417 | $417 |
| COHEN & STEERS REAL ASSET FUND CLASS A | P | 2015-01-20 | 2021-07-20 | $3,442 | $3,179 | $263 | $263 |
| COHEN & STEERS REAL ASSET FUND CLASS A | P | 2015-01-20 | 2021-09-17 | $1,847 | $1,605 | $242 | $242 |
| COHEN & STEERS REAL ASSET FUND CLASS A | P | 2015-02-17 | 2021-09-17 | $222 | $198 | $24 | $24 |
| COHEN & STEERS REAL ASSET FUND CLASS A | P | 2015-02-17 | 2021-10-19 | $2,848 | $2,350 | $498 | $498 |
| HARTFORD SCHRODER INTERNATIONAL MULTI CAP VALUE FUND | P | 2014-12-22 | 2020-11-18 | $5,090 | $5,148 | -$58 | -$58 |
| HARTFORD SCHRODER INTERNATIONAL MULTI CAP VALUE FUND | P | 2014-12-22 | 2021-01-12 | $767 | $699 | $68 | $68 |
| HARTFORD SCHRODER INTERNATIONAL MULTI CAP VALUE FUND | P | 2014-12-22 | 2021-05-25 | $6,130 | $5,304 | $826 | $826 |
| HARTFORD SCHRODER INTERNATIONAL MULTI CAP VALUE FUND | P | 2015-01-02 | 2021-05-25 | $3,343 | $2,760 | $583 | $583 |
| HARTFORD SCHRODER INTERNATIONAL MULTI CAP VALUE FUND | P | 2015-01-02 | 2021-07-20 | $3,074 | $2,636 | $438 | $438 |
| HARTFORD SCHRODER INTERNATIONAL MULTI CAP VALUE FUND | P | 2015-01-02 | 2021-09-17 | $4,116 | $3,434 | $682 | $682 |
| HARTFORD SCHRODER INTERNATIONAL MULTI CAP VALUE FUND | P | 2015-01-02 | 2021-10-19 | $3,157 | $2,662 | $495 | $495 |
| ALLIANCE BERNSTEIN SELECT US PORTFOLIO FUND | P | 2015-01-27 | 2020-11-18 | $288 | $246 | $42 | $42 |
| ALLIANCE BERNSTEIN SELECT US PORTFOLIO FUND | P | 2015-01-27 | 2021-05-25 | $1,970 | $1,566 | $404 | $404 |
| ALLIANCE BERNSTEIN SELECT US PORTFOLIO FUND | P | 2015-02-17 | 2021-05-25 | $1,464 | $1,166 | $298 | $298 |
| ALLIANCE BERNSTEIN SELECT US PORTFOLIO FUND | P | 2015-02-17 | 2021-07-20 | $4,103 | $3,261 | $842 | $842 |
| ALLIANCE BERNSTEIN SELECT US PORTFOLIO FUND | P | 2015-02-17 | 2021-09-17 | $2,340 | $1,803 | $537 | $537 |
| ALLIANCE BERNSTEIN SELECT US PORTFOLIO FUND | P | 2015-02-17 | 2021-10-19 | $3,218 | $2,440 | $778 | $778 |
| WELLS FARGO ADVANTAGE ABSOLUTE RETURN FUND | P | 2015-01-27 | 2020-11-18 | $355 | $364 | -$9 | -$9 |
| WELLS FARGO ADVANTAGE ABSOLUTE RETURN FUND | P | 2015-01-27 | 2021-07-20 | $6,852 | $6,908 | -$56 | -$56 |
| WELLS FARGO ADVANTAGE ABSOLUTE RETURN FUND | P | 2015-01-27 | 2021-09-17 | $1,557 | $1,566 | -$9 | -$9 |
| WELLS FARGO ADVANTAGE ABSOLUTE RETURN FUND | P | 2015-01-27 | 2021-10-19 | $4,951 | $5,014 | -$63 | -$63 |
| JP MORGAN GROWTH ADVANTAGE SELECT FBOID | P | 2016-02-24 | 2020-11-18 | $3,272 | $1,372 | $1,900 | $1,900 |
| JP MORGAN GROWTH ADVANTAGE SELECT FBOID | P | 2016-02-24 | 2021-01-12 | $678 | $282 | $396 | $396 |
| JP MORGAN GROWTH ADVANTAGE SELECT FBOID | P | 2016-02-24 | 2021-07-20 | $11,856 | $4,619 | $7,237 | $7,237 |
| JP MORGAN GROWTH ADVANTAGE SELECT FBOID | P | 2016-02-24 | 2021-09-17 | $5,564 | $2,012 | $3,552 | $3,552 |
| JP MORGAN GROWTH ADVANTAGE SELECT FBOID | P | 2016-02-24 | 2021-10-19 | $2,935 | $1,065 | $1,870 | $1,870 |
| DELAWARE VALUE FUND INSTITUTIONAL | P | 2016-08-03 | 2020-11-18 | $4,259 | $3,933 | $326 | $326 |
| DELAWARE VALUE FUND INSTITUTIONAL | P | 2016-08-03 | 2021-05-25 | $9,300 | $7,237 | $2,063 | $2,063 |
| DELAWARE VALUE FUND INSTITUTIONAL | P | 2016-08-03 | 2021-07-20 | $2,646 | $2,154 | $492 | $492 |
| DELAWARE VALUE FUND INSTITUTIONAL | P | 2016-08-03 | 2021-09-17 | $3,728 | $2,953 | $775 | $775 |
| DELAWARE VALUE FUND INSTITUTIONAL | P | 2016-08-03 | 2021-10-19 | $6,063 | $4,701 | $1,362 | $1,362 |
| DELAWARE SMALL CAP CORE I | P | 2018-05-29 | 2020-11-18 | $8,177 | $8,199 | -$22 | -$22 |
| DELAWARE SMALL CAP CORE I | P | 2018-05-29 | 2021-01-12 | $569 | $514 | $55 | $55 |
| DELAWARE SMALL CAP CORE I | P | 2018-05-29 | 2021-05-25 | $8,371 | $6,787 | $1,584 | $1,584 |
| DELAWARE SMALL CAP CORE I | P | 2018-05-29 | 2021-07-20 | $1,448 | $1,234 | $214 | $214 |
| DELAWARE SMALL CAP CORE I | P | 2018-05-29 | 2021-09-17 | $3,858 | $3,112 | $746 | $746 |
| DELAWARE SMALL CAP CORE I | P | 2018-05-29 | 2021-10-19 | $3,692 | $2,913 | $779 | $779 |
| CHIRON CAPITAL ALLOCATION FUND | P | 2017-01-31 | 2020-11-18 | $5,123 | $4,198 | $925 | $925 |
| CHIRON CAPITAL ALLOCATION FUND | P | 2017-01-31 | 2021-01-12 | $1,156 | $844 | $312 | $312 |
| CHIRON CAPITAL ALLOCATION FUND | P | 2017-01-31 | 2021-05-25 | $14,399 | $9,399 | $5,000 | $5,000 |
| CHIRON CAPITAL ALLOCATION FUND | P | 2017-01-31 | 2021-07-20 | $3,468 | $2,365 | $1,103 | $1,103 |
| CHIRON CAPITAL ALLOCATION FUND | P | 2017-01-31 | 2021-09-17 | $3,631 | $2,434 | $1,197 | $1,197 |
| CHIRON CAPITAL ALLOCATION FUND | P | 2017-01-31 | 2021-10-19 | $4,886 | $3,261 | $1,625 | $1,625 |
| BARINGS GLOBAL FLOATING RATE FUND | P | 2018-05-29 | 2020-11-18 | $78 | $82 | -$4 | -$4 |
| BARINGS GLOBAL FLOATING RATE FUND | P | 2018-05-29 | 2021-07-20 | $1,717 | $1,747 | -$30 | -$30 |
| BARINGS GLOBAL FLOATING RATE FUND | P | 2017-01-31 | 2021-07-20 | $3,559 | $3,627 | -$68 | -$68 |
| BARINGS GLOBAL FLOATING RATE FUND | P | 2017-01-31 | 2021-09-17 | $1,771 | $1,761 | $10 | $10 |
| BARINGS GLOBAL FLOATING RATE FUND | P | 2017-01-31 | 2021-10-19 | $5,370 | $5,347 | $23 | $23 |
| CARILLON SCOUT MID CAP FUND | P | 2018-05-29 | 2020-11-18 | $7,623 | $6,708 | $915 | $915 |
| CARILLON SCOUT MID CAP FUND | P | 2018-05-29 | 2021-01-12 | $1,009 | $803 | $206 | $206 |
| CARILLON SCOUT MID CAP FUND | P | 2018-05-29 | 2021-05-25 | $8,867 | $6,616 | $2,251 | $2,251 |
| CARILLON SCOUT MID CAP FUND | P | 2018-05-29 | 2021-07-20 | $3,040 | $2,346 | $694 | $694 |
| CARILLON SCOUT MID CAP FUND | P | 2018-05-29 | 2021-09-17 | $6,176 | $4,516 | $1,660 | $1,660 |
| CARILLON SCOUT MID CAP FUND | P | 2018-05-29 | 2021-10-19 | $6,079 | $4,304 | $1,775 | $1,775 |
| FEDERATED HERMES INTERNATIONAL EQUITY FUND | P | 2018-11-05 | 2020-11-18 | $6,298 | $5,162 | $1,136 | $1,136 |
| FEDERATED HERMES INTERNATIONAL EQUITY FUND | P | 2018-11-05 | 2021-01-12 | $940 | $691 | $249 | $249 |
| FEDERATED HERMES INTERNATIONAL EQUITY FUND | P | 2018-11-05 | 2021-05-25 | $6,643 | $4,637 | $2,006 | $2,006 |
| FEDERATED HERMES INTERNATIONAL EQUITY FUND | P | 2018-11-05 | 2021-07-20 | $5,082 | $3,602 | $1,480 | $1,480 |
| FEDERATED HERMES INTERNATIONAL EQUITY FUND | P | 2018-11-05 | 2021-09-17 | $4,480 | $3,011 | $1,469 | $1,469 |
| FEDERATED HERMES INTERNATIONAL EQUITY FUND | P | 2018-11-05 | 2021-10-19 | $2,785 | $1,904 | $881 | $881 |
| COLUMBIA MORTGAGE OPPORTUNITIES FUND | P | 2019-07-17 | 2021-01-12 | $197 | $192 | $5 | $5 |
| COLUMBIA MORTGAGE OPPORTUNITIES FUND | P | 2019-07-17 | 2021-07-20 | $6,821 | $6,459 | $362 | $362 |
| COLUMBIA MORTGAGE OPPORTUNITIES FUND | P | 2019-07-17 | 2021-09-17 | $1,596 | $1,511 | $85 | $85 |
| COLUMBIA MORTGAGE OPPORTUNITIES FUND | P | 2019-04-17 | 2021-10-19 | $4,780 | $4,556 | $224 | $224 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $64,332 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $82 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,265 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,265 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,265 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | 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 | $1,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $65 | TaxDueAmt |
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 | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | 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 | Yes (1) | 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 | $1,109,063 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,394 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,157,457 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,157,457 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,362 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,140,095 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,005 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,005 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,265 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,265 | TotalTaxAmt |
| Distributable Before Adj | $55,740 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $55,740 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $55,740 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $501,052 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $501,052 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $501,052 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,740 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $591,129 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $752,055 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $410,393 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $570,991 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $335,646 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,660,214 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $501,052 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $55,740 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $445,312 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,105,526 | 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 | $591,129 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,514,397 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $752,055 | ExcessFromYear4Amt |
| Excess From Year3 | $410,393 | ExcessFromYear3Amt |
| Excess From Year2 | $570,991 | ExcessFromYear2Amt |
| Excess From Year1 | $335,646 | ExcessFromYear1Amt |
| Excess From Current Year | $445,312 | 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 (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| APEX ART CULTURAL FUND | |||||||
| 291 CHURCH STREET | NEW YORK | NY | 10013 | NONE | 501 (C) (3) | GENERAL PURPOSESGENERAL PURPOSES | $60,000 |
| APEX ART CULTURAL FUND | |||||||
| 291 CHURCH STREET | NEW YORK | NY | 10013 | NONE | 501 (C) (3) | GENERAL PURPOSESGENERAL PURPOSES | $75,000 |
| 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 | $50,000 |
| APEX ART CULTURAL FUND | |||||||
| 291 CHURCH STREET | NEW YORK | NY | 10013 | NONE | 501 (C) (3) | GENERAL PURPOSES | $75,000 |
| C-CAP | |||||||
| 505 8TH AVENUE | NEW YORK | NY | 10018 | NONE | 501 (C) (3) | GENERAL PURPOSES | $1,036 |
| CITY MEALS ON WHEELS | |||||||
| 335 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | 501 (C) (3) | GENERAL PURPOSES | $2,540 |
| FOOD BANK OF NYC | |||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | NONE | 501 (C) (3) | GENERAL PURPOSES | $2,500 |
| FRIENDS OF ROXBURY LIBRARY | |||||||
| PO BOX 74 | ROXBURY | CT | 06783 | NONE | 501 (C) (3) | GENERAL PURPOSES | $25 |
| FRIENDS SEMINARY | |||||||
| 222 E 16TH STREET | NEW YORK | NY | 10003 | NONE | 501 (C) (3) | GENERAL PURPOSESGENERAL PURPOSESGENERAL PURPOSES | $10,000 |
| GOD LOVES WE DELIVER | |||||||
| 166 6TH AVENUE | NEW YORK | NY | 10013 | NONE | 501 (C) (3) | GENERAL PURPOSESGENERAL PURPOSES | $2,100 |
| GUGGENHEIM MUSEUM | |||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | 501 (C) (3) | GENERAL PURPOSES | $600 |
| HABITAT FOR HUMANITY | |||||||
| 123 DEMO STREET | NEW YORK | NY | 12345 | NONE | 501 (C) (3) | GENERAL PURPOSES | $1,500 |
| INTERNATIONAL RESCUE FOUNDATION | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | NONE | 501 (C) (3) | GENERAL PURPOSES | $2,580 |
| MINOR MEMORIAL LIBRARY | |||||||
| 23 SOUTH STREET | ROXBURY | CT | 06783 | NONE | 501 (C) (3) | GENERAL PURPOSES | $500 |
| MT SINAI MEDICAL CENTER | |||||||
| 1468 MADISON AVENUE | NEW YORK | NY | 10029 | NONE | 501 (C) (3) | GENERAL PURPOSES | $20,000 |
| MOMA GIVING | |||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | 501 (C) (3) | GENERAL PURPOSESGENERAL PURPOSES | $1,500 |
| DOLLYWOOD FOUNDATION | |||||||
| 11 DOLLYWOOD LANE | PIGEON FORGE | TN | 37863 | NONE | 501 (C) (3) | GENERAL PURPOSES | $1,000 |
| PHYSICIANS COMMITTEE FOR REPSONISBLE MEDICINE | |||||||
| 5100 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | NONE | 501 (C) (3) | GENERAL PURPOSESGENERAL PURPOSES | $500 |
| ROXBURY LAND TRUST | |||||||
| 6 MINE HILL ROAD | ROXBURY | CT | 06783 | NONE | 501 (C) (3) | GENERAL PURPOSES | $1,000 |
| ROXBURY AMBULANCE | |||||||
| 27 NORTH STREET | ROXBURY | CT | 06783 | NONE | 501 (C) (3) | GENERAL PURPOSES | $500 |
| ROXBURY VOLUNTEER FIRE DEPARTMENT | |||||||
| 27 NORTH STREET | ROXBURY | CT | 06783 | NONE | 501 (C) (3) | GENERAL PURPOSES | $500 |
| WENDER WEIS FOUNDATION FOR CHILDREN | |||||||
| 555 BRYANT STREET | PALO ALTO | CA | 94301 | NONE | 501 (C) (3) | GENERAL PURPOSES | $515 |
| WENDER WEIS FOUNDATION FOR CHILDREN | |||||||
| PO BOX 6068 | PALO ALTO | CA | 94301 | NONE | 501 (C) (3) | GENERAL PURPOSES | $18,023 |
| WHITNEY MUSEUM | |||||||
| 99 GAUSEVOORT STREET | NEW YORK | NY | 10014 | NONE | 501 (C) (3) | GENERAL PURPOSES | $600 |
| WNYCWQXR | |||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | 501 (C) (3) | GENERAL PURPOSES | $1,500 |
| FOUNDATION FOR FIGHTING BLINDNESS | |||||||
| 80 BROAD STREET | NEW YORK | NY | 10004 | NONE | 501 (C) (3) | GENERAL PURPOSES | $1,025 |
| CIVATAS | |||||||
| 1457 LEXINGTON AVENUE | NEW YORK | NY | 10128 | NONE | 501 (C) (3) | GENERAL PURPOSES | $250 |
| FEEDING AMERICA | |||||||
| 161 N CLARK STREET | CHICAGO | IL | 60601 | NONE | 501 (C) (3) | GENERAL PURPOSESGENERAL PURPOSES | $2,500 |
| WENDER WEIS FOUNDATION FOR CHILDREN | |||||||
| 555 BRYANT STREET | PALO ALTO | CA | 94301 | NONE | 501 (C) (3) | GENERAL PURPOSESGENERAL PURPOSES | $5,150 |
| ACKERMAN INSITUTE | |||||||
| 936 BROADWAY | NEW YORK | NY | 10010 | NONE | 501 (C) (3) | GENERAL PURPOSES | $5,000 |
| TANZANANIA CHILRENS FUND | |||||||
| 2 GARDEN STREET | BOSTON | MA | 02138 | NONE | 501 (C) (3) | GENERAL PURPOSES | $1,000 |
| ST JUDE CHILRENS RESEARCH | |||||||
| 200 E 42ND STREET | NEW YORK | NY | 10017 | NONE | 501 (C) (3) | GENERAL PURPOSES | $500 |
| ANIMAL MEDICAL CENTER | |||||||
| 510 E 62ND STREET | NEW YORK | NY | 10065 | NONE | 501 (C) (3) | GENERAL PURPOSES | $25,000 |
| THE ACE FOUNDATION | |||||||
| 82 N SUMMIT STREET | TENAFLY | NJ | 07670 | NONE | 501 (C) (3) | GENERAL PURPOSES | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $494,444 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $38,009 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $64,332 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $102,341 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $102,341 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NANCY L WENDER | BusinessNameLine1Txt |
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 | $145,000 | 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 | $6,000 | $0 | $0 | $6,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS IN CORPORATE STOCKS | StockNm |
| EOY Book Value | $909,916 | EOYBookValueAmt |
| EOYFMV | $1,109,063 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $608 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $608 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS SECURITIES | CategoryTxt |
| Amt | $9,439 | Amt |
| Net Investment Income | $9,439 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| 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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| NEW YORK STATE CHARITABLE FOUNDATION FILING | $275 | $275 | $0 | $0 |
| FEDERAL TAXES | $1,586 | $1,586 | $0 | $0 |
Comments