WENDEN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WENDEN FOUNDATION (EIN 45-5548749)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-07-12
- IRS object ID
- 202221939349100707
- Schema version
- 2021v4.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-12T08:57:07-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 RXR PLAZA WEST TOWER | AddressLine1Txt |
| City | UNIONDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11556 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455548749 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WENDEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEND | BusinessNameControlTxt |
| Phone | 2123152082 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 68 LOWER CHURCH HILL ROAD | AddressLine1Txt |
| City | WASHINGTON DEPOT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06794 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL DENNIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5167472000 | PhoneNum |
| Signature | 2022-07-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | DENNIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN SCHLACHTER | PreparerPersonNm |
| PTIN | P00288352 | PTIN |
| Phone | 5167472000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $4,491,280 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $64,671 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,606 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $481,880 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,667,828 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $481,880 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$67,644 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $478,907 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $513,486 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,900 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,056 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,056 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,199 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,763 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $436 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,055 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,719 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,336 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $144,158 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $144,158 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $182,213 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,719 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $149,494 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $296,694 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $480,767 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $728,230 | CashBOYAmt |
| Cash EOY | $371,809 | CashEOYAmt |
| Cash EOYFMV | $371,809 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,233,720 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,996,377 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,996,377 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $580,401 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,123,094 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,123,094 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,542,351 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,491,280 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,491,280 | 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 | $2,542,351 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,491,280 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,542,351 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,491,280 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,542,351 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,491,280 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,542,351 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $296,694 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,652,235 | OtherIncreasesAmt |
| Subtotal | $4,491,280 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,491,280 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|
| K-1 BP MIDSTREAM PARTNER LP | -$41 | -$41 | ||
| K-1 ENTERPRISE PRODUCT PARTNER | -$316 | -$316 | ||
| K-1 SUNOCO LP | -$109 | -$109 | ||
| K-1 CRESTWOOD EQUITY PARTNER | -$506 | -$506 | ||
| K-1 WESTERN MIDSTREAM PARTNER | -$479 | -$479 | ||
| K-1 MPLX LP | -$25 | -$25 | ||
| K-1 ENERGY TRANSFER LP | -$42 | -$42 | ||
| PUBLICLY TRADED SECURITIES | $483,398 | $483,398 | $1,667,828 | $1,184,430 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $481,880 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,683 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,683 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,683 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $89 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,089 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $403 | OverpaymentAmt |
| Applied To ES Tax | $403 | AppliedToESTaxAmt |
| Refund | $0 | 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 | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | 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 | MICHAEL DENNIS | IndividualWithBooksNm |
| Phone | 2123152082 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 68 LOWER CHURCH HILL ROAD | AddressLine1Txt |
| City | WASHINGTON DEPOT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06794 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL DENNIS | ||||||||
| 68 LOWER CHURCH HILL ROAD | WASHINGTON DEPOT | CT | 06794 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| KATHERINE WENNING | ||||||||
| 68 LOWER CHURCH HILL ROAD | WASHINGTON DEPOT | CT | 06794 | TREASURER | 1.00 | $0 | $0 | $0 |
| MIKE ROSENBERG | ||||||||
| 1500 RXR PLAZA WEST TOWER | UNIONDALE | NY | 11556 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| 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 | $2,739,943 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $476,287 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,216,230 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,216,230 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,243 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,167,987 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $158,399 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $158,399 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,683 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,683 | TotalTaxAmt |
| Distributable Before Adj | $151,716 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $151,716 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $151,716 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $149,494 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $149,494 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $151,716 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $27,307 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $27,307 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $149,494 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $149,494 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,222 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,222 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $25,085 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $25,085 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $25,085 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL DENNIS | ContributingManagerNm |
| Contributing Manager | KATHERINE WENNING | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 92ND ST Y | |||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 |
| ACKERMAN INSTITUTE FOR THE FAMILY | |||||||
| 936 BROADWAY | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| AFTER SCHOOL ARTS PROGRAM INC | |||||||
| PO BOX 1546 | WASHINGTON | DC | 067940015 | NONE | PRIVATE FOUNDATION | UNRESTRICTED | $1,500 |
| AMERICARES | |||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | NONE | PUBLIC CHARITY | UNRESTRICTED | $13,500 |
| AMNESTY INTERNATIONAL | |||||||
| 311 W 43RD STREET 7TH FL | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 |
| BRIGHTFOCUS FOUNDATION | |||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | NONE | PUBLIC CHARITY | UNRESTRICTED | $6,000 |
| BRYN MAWR COLLEGE | |||||||
| 101 N MERION AVE | BRYN MAWR | PA | 19010 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 |
| CARNEGIE HILL NEIGHBORS | |||||||
| 170 E 91ST STREET | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| CITY HARVEST | |||||||
| 6 EAST 32ND STREET | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| CITY MEALS ON WHEELS | |||||||
| 355 LEXINGTON AVENUE 3 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | UNRESTRICTED | $6,208 |
| CONNECTICUT FOOD BANK | |||||||
| 2 RESEARCH PARKWAY | WALLINGFORD | CT | 06492 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,400 |
| DIRECT RELIEF | |||||||
| 27 SOUTH LA PATERA LANE | SANTA BARBARA | CA | 93117 | NONE | PUBLIC CHARITY | UNRESTRICTED | $23,000 |
| FRESH AIR FUND | |||||||
| 633 3RD AVE FL 14 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,250 |
| FRIENDS OF THE SACRAMENTO PUBLIC LIBRARY | |||||||
| 828 I STREET NO 308 | SACREMENTO | CA | 95814 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| FUND FOR PARK AVENUE | |||||||
| 445 PARK AVENUE | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 |
| GREENWOOD CONSULTING REFERRALS INC | |||||||
| 25 SOUTH ST | LITCHFIELD | CT | 06759 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| GUNN MEMORIAL LIBRARY & MUSEUM | |||||||
| PO BOX 1273 5 WYKEHAM ROAD | WASHINGTON | CT | 06793 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,500 |
| HABITAT FOR HUMANITY NEW YORK CITY | |||||||
| 111 JOHN STREET 23RD FL | NEW YORK | NY | 100383109 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,500 |
| HIMALAYAN CATARACT PROJECT | |||||||
| PO BOX 55 | WATERBURY | VT | 05676 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| HOUSATONIC VALLEY ASSOCIATION | |||||||
| PO BOX 28 | CORNWALL BRIDGE | CT | 06754 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| HUNTS POINT ALLIANCE FOR CHILDREN | |||||||
| PO BOX 740190 | BRONX | NY | 10474 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| INDIA DEVELOPMENT RELIEF FUND | |||||||
| 5821 MOSSROCK DRIVE | NORTH BETHESDA | MD | 20852 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | PUBLIC CHARITY | UNRESTRICTED | $8,000 |
| JASA | |||||||
| 247 WEST 37TH STREET | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | UNRESTRICTED | $8,000 |
| LAKE WARAMAUG TASK FORCE | |||||||
| 19 SACKETT HILL ROAD | WARREN | CT | 06754 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| MACKOOL EYE INSTITUTE RESEARCH FOUNDATION INC | |||||||
| 4079 FOUNDERS CLUB DR | SARASOTA | FL | 34240 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| NAACP LEGAL DEFENSE FUND | |||||||
| 40 RECTOR STREET 5TH FL | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| NATIONAL BREAST CANCER RESEARCH | |||||||
| 1400 SMITH STREET | HOUSTON | TX | 77002 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| NEW YORK YOUTH SYMPHONY | |||||||
| 110 WEST 40TH ST SUITE 1503 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | UNRESTRICTED | $350 |
| NORTHWEST CT LAND CONSERVATORY | |||||||
| 5 MAPLE ST | KENT | CT | 06757 | NONE | PUBLIC CHARITY | UNRESTRICTED | $4,000 |
| NOUVEAU HEALTH | |||||||
| 45 READE PL | POUGHKEEPSIE | NY | 12601 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| PROJECT HOPE | |||||||
| 1220 19TH STREET NW SUITE 800 | WASHINGTON DC | DC | 20036 | NONE | PUBLIC CHARITY | UNRESTRICTED | $300 |
| PUBLICOLOR | |||||||
| 149 MADISON AVE 1201 | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | UNRESTRICTED | $4,000 |
| S JAVED SHAHID ENDOWED FUND | |||||||
| 45 READE PL | POUGHKEEPSIE | NY | 12601 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| SAINT JUDES CHILDRENS HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONR | PUBLIC CHARITY | UNRESTRICTED | $1,400 |
| ST JOHN'S EPISCOPAL CHURCH (NEW MILFORD) | |||||||
| 7 WHITTLESEY AVE | NEW MILFORD | CT | 06776 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| STEEP ROCK ASSOCIATION INC | |||||||
| PO BOX 279 | WASHINGTON DEPOT | CT | 06794 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| TEAM RUBICON | |||||||
| 6171 W CENTURY BOULEVARD SUITE 310 | LOS ANGELES | CA | 90045 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| THE DALTON SCHOOL | |||||||
| 108 E 89TH STREET | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 |
| WASHINGTON AMBULANCE ASSOCIATION | |||||||
| PO BOX 294 | WASHINGTON DEPOT | CT | 06794 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| WASHINGTON ART ASSOCIATION | |||||||
| 4 BRYAN MEMORIAL PLAZA | WASHINGTON DEPOT | CT | 06794 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| WASHINGTON COMMUNITY FUND | |||||||
| PO BOX 1213 | WASHINGTON | CT | 06793 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| WASHINGTON ENVIRONMENTAL COUNCIL | |||||||
| PO BOX 283 | WASHINGTON DEPOT | CT | 06794 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| WASHINGTON PARK FOUNDATION INC | |||||||
| PO BOX 142 | WASHINGTON | CT | 06794 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| WASHINGTON SCHOLARSHIP FUND | |||||||
| PO BOX 243 | WASHINGTON DEPOT | CT | 06794 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| WASHINGTON VOLUNTEER FIRE DEPARTMENT | |||||||
| PO BOX 244 | WASHINGTON DT | CT | 067940244 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $144,158 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,671 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $481,880 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (10 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| CRESTWOOD EQUITY PARTNERS LP | 900003 | -$19,541 |
| ENERGY TRANSFER PARTNERS LP | 900003 | -$1,795 |
| MPLX LP | 900003 | -$7,280 |
| ENTERPRISE PRODUCT PARTNER | 900003 | -$8,306 |
| SUNOCO LP | 900003 | -$5,681 |
| WESTERN MIDSTREAM PARTNER | 900003 | -$10,651 |
| BP MIDSTREAM PARTNER LP | 900003 | -$2,845 |
| SUBURBAN PROPANE PARTNERS LP | 900003 | -$7,396 |
| OASIS MIDSTREAM PARTNERS | 900003 | -$2,896 |
| PHILLIPS 66 PARTNERS | 900003 | -$1,253 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$67,644 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $546,551 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $478,907 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,800 | Amt |
| Net Investment Income | $4,900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,900 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $2,996,377 | EOYBookValueAmt |
| EOYFMV | $2,996,377 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS | FMV | $469,030 | $469,030 |
| INVESTMENTS | FMV | $91,353 | $91,353 |
| INVESTMENTS | FMV | $102,086 | $102,086 |
| INVESTMENTS | FMV | $131,760 | $131,760 |
| INVESTMENTS | FMV | $102,075 | $102,075 |
| INVESTMENTS | FMV | $22,270 | $22,270 |
| INVESTMENTS - OASIS MIDSTREAM | FMV | $119,550 | $119,550 |
| INVESTMENTS - SUBURBAN PROPANE PARTNERS | FMV | $84,970 | $84,970 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKER FEES | $23,845 | $23,845 | $0 |
| FILING FEES | $436 | $0 | $436 |
| PASS-THROUGH EXPENSES | $918 | $918 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASS-THROUGH INCOME | $0 | $0 | $0 |
| OTHER INCOME | $0 | $0 | $0 |
| CRESTWOOD EQUITY PARTNERS LP | -$19,541 | -$19,541 | |
| ENERGY TRANSFER PARTNERS LP | -$1,795 | -$1,795 | |
| MPLX LP | -$7,280 | -$7,280 | |
| ENTERPRISE PRODUCT PARTNER | -$8,306 | -$8,306 | |
| SUNOCO LP | -$5,681 | -$5,681 | |
| WESTERN MIDSTREAM PARTNER | -$10,651 | -$10,651 | |
| BP MIDSTREAM PARTNER LP | -$2,845 | -$2,845 | |
| SUBURBAN PROPANE PARTNERS LP | -$7,396 | -$7,396 | |
| OASIS MIDSTREAM PARTNERS | -$2,896 | -$2,896 | |
| PHILLIPS 66 PARTNERS | -$1,253 | -$1,253 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS) | Desc |
| Amt | $1,652,235 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL DENNIS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 68 LOWER CHURCH HILL ROAD | AddressLine1Txt |
| City | WASHINGTON DEPOT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06794 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS TAXES | $500 | $500 | $0 |
| FOREIGN TAXES | $2,556 | $2,556 | $0 |
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