291 FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- 291 FOUNDATION (EIN 13-7298760)
- Tax period
- 2019-11-01 to 2020-10-31
- Filed
- 2021-01-10
- IRS object ID
- 202100109349100500
- Schema version
- 2019v5.1
- 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 | 2021-01-10T15:32:57-06:00 | ReturnTs |
| Tax Period End | 2020-10-31 | 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 | 2019-11-01 | 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 | 2021-01-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOWARD SIMOWITZ | PreparerPersonNm |
| PTIN | P00739077 | PTIN |
| Phone | 5617393617 | PhoneNum |
| Preparation | 2021-01-10 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $1,256,245 | 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 | $185,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $41,993 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,993 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $41,993 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,480 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $240,359 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,480 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $250,473 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $65,473 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $41,993 | 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 | $9,084 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,084 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $275 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $275 | 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 | $15,534 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,359 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,175 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $390,219 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $390,219 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $405,753 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,359 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $396,394 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$155,280 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $56,114 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $41,993 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $45,613 | CashBOYAmt |
| Cash EOY | $65,306 | CashEOYAmt |
| Cash EOYFMV | $65,306 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,332,988 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,158,015 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,190,939 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,378,601 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,223,321 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,256,245 | 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 | $1,378,601 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,223,321 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,378,601 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,223,321 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,378,601 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,223,321 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,378,601 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$155,280 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,223,321 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,223,321 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (71 entries)
| PropertyPropertyDesc | 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 | 2011-01-20 | 2020-02-07 | $1,209 | $1,192 | $17 | $17 |
| JP MORGAN STRATEGIC INCOME OPPORUNTIES FUND CLASS A | 2015-02-17 | 2020-07-06 | $8,433 | $8,736 | -$303 | -$303 |
| JP MORGAN STRATEGIC INCOME OPPORUNTIES FUND CLASS A | 2015-03-16 | 2020-07-06 | $351 | $234 | $117 | $117 |
| JP MORGAN STRATEGIC INCOME OPPORUNTIES FUND CLASS A | 2015-03-16 | 2020-10-01 | $275 | $287 | -$12 | -$12 |
| INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS A | 2014-07-29 | 2019-12-09 | $4,263 | $3,893 | $370 | $370 |
| INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS A | 2014-07-29 | 2020-01-06 | $1,671 | $1,482 | $189 | $189 |
| INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS A | 2014-07-29 | 2020-02-07 | $7,977 | $7,141 | $836 | $836 |
| INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS A | 2014-07-29 | 2020-07-06 | $3,567 | $2,994 | $573 | $573 |
| INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS A | 2015-01-20 | 2020-07-06 | $2,590 | $1,984 | $606 | $606 |
| INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS A | 2015-01-20 | 2020-10-01 | $4,371 | $3,360 | $1,011 | $1,011 |
| PIMCO REAL RETURN FUND CLASS A | 2011-01-21 | 2020-01-06 | $2,503 | $2,734 | -$231 | -$231 |
| PIMCO REAL RETURN FUND CLASS A | 2011-01-21 | 2020-02-07 | $30 | $33 | -$3 | -$3 |
| PIMCO REAL RETURN FUND CLASS A | 2011-01-21 | 2020-04-24 | $1,760 | $1,859 | -$99 | -$99 |
| PIMCO REAL RETURN FUND CLASS A | 2011-01-21 | 2020-07-06 | $7,807 | $7,337 | $470 | $470 |
| PIMCO REAL RETURN FUND CLASS A | 2011-01-21 | 2020-07-24 | $2,375 | $2,173 | $202 | $202 |
| PIMCO REAL RETURN FUND CLASS A | 2011-01-21 | 2020-10-01 | $2,276 | $2,064 | $212 | $212 |
| CALAMOS MARKET NEUTRAL INCOME FUND CLASS A | 2011-01-20 | 2020-02-07 | $1,329 | $1,231 | $98 | $98 |
| CALAMOS MARKET NEUTRAL INCOME FUND CLASS A | 2011-01-20 | 2020-07-06 | $5,713 | $5,039 | $674 | $674 |
| CALAMOS MARKET NEUTRAL INCOME FUND CLASS A | 2014-07-26 | 2020-07-06 | $710 | $1,082 | -$372 | -$372 |
| CALAMOS MARKET NEUTRAL INCOME FUND CLASS A | 2014-07-26 | 2020-10-01 | $297 | $283 | $14 | $14 |
| BLACKROCK EQUITY DIVIDEND FUND A | 2014-07-29 | 2019-12-09 | $2,975 | $3,034 | -$59 | -$59 |
| BLACKROCK EQUITY DIVIDEND FUND A | 2014-07-29 | 2020-01-06 | $475 | $470 | $5 | $5 |
| BLACKROCK EQUITY DIVIDEND FUND A | 2014-07-29 | 2020-02-07 | $5,699 | $5,645 | $54 | $54 |
| LOOMIS SAYLES BOND FUND CLASS RETAIL | 2013-02-04 | 2020-02-07 | $2,881 | $3,052 | -$171 | -$171 |
| LOOMIS SAYLES BOND FUND CLASS RETAIL | 2013-02-04 | 2020-07-06 | $4,747 | $5,440 | -$693 | -$693 |
| LOOMIS SAYLES BOND FUND CLASS RETAIL | 2013-02-04 | 2020-10-01 | $568 | $639 | -$71 | -$71 |
| COHEN & STEERS REAL ASSET FUND CLASS A | 2013-05-08 | 2020-02-07 | $1,153 | $1,190 | -$37 | -$37 |
| COHEN & STEERS REAL ASSET FUND CLASS A | 2013-05-08 | 2020-10-01 | $343 | $389 | -$46 | -$46 |
| HARTFORD SCHRODER INTERNATIONAL MULTI CAP VALUE FUND | 2014-12-22 | 2019-12-09 | $3,181 | $3,047 | $134 | $134 |
| HARTFORD SCHRODER INTERNATIONAL MULTI CAP VALUE FUND | 2014-12-22 | 2020-01-06 | $659 | $618 | $41 | $41 |
| HARTFORD SCHRODER INTERNATIONAL MULTI CAP VALUE FUND | 2014-12-22 | 2020-02-07 | $3,196 | $3,115 | $81 | $81 |
| HARTFORD SCHRODER INTERNATIONAL MULTI CAP VALUE FUND | 2014-12-22 | 2020-10-01 | $17 | $19 | -$2 | -$2 |
| ALLIANCE BERNSTEIN SELECT US PORTFOLIO FUND | 2015-01-27 | 2019-12-09 | $956 | $854 | $102 | $102 |
| ALLIANCE BERNSTEIN SELECT US PORTFOLIO FUND | 2015-01-27 | 2020-01-06 | $136 | $123 | $13 | $13 |
| ALLIANCE BERNSTEIN SELECT US PORTFOLIO FUND | 2015-01-27 | 2020-02-07 | $4,219 | $3,765 | $454 | $454 |
| ALLIANCE BERNSTEIN SELECT US PORTFOLIO FUND | 2015-01-27 | 2020-07-06 | $3,930 | $3,597 | $333 | $333 |
| ALLIANCE BERNSTEIN SELECT US PORTFOLIO FUND | 2015-01-27 | 2020-10-01 | $2,697 | $2,374 | $323 | $323 |
| WELLS FARGO ADVANTAGE ABSOLUTE RETURN FUND | 2015-01-27 | 2020-01-06 | $512 | $502 | $10 | $10 |
| WELLS FARGO ADVANTAGE ABSOLUTE RETURN FUND | 2015-01-27 | 2020-02-07 | $5,550 | $5,530 | $20 | $20 |
| WELLS FARGO ADVANTAGE ABSOLUTE RETURN FUND | 2015-01-27 | 2020-10-01 | $3,820 | $4,039 | -$219 | -$219 |
| JP MORGAN GROWTH ADVANTAGE SELECT FBOID | 2015-12-22 | 2019-12-09 | $4,065 | $2,571 | $1,494 | $1,494 |
| JP MORGAN GROWTH ADVANTAGE SELECT FBOID | 2015-12-22 | 2020-01-06 | $891 | $588 | $303 | $303 |
| JP MORGAN GROWTH ADVANTAGE SELECT FBOID | 2015-12-22 | 2020-02-07 | $11,590 | $7,231 | $4,359 | $4,359 |
| JP MORGAN GROWTH ADVANTAGE SELECT FBOID | 2015-12-22 | 2020-07-06 | $13,618 | $7,558 | $6,060 | $6,060 |
| JP MORGAN GROWTH ADVANTAGE SELECT FBOID | 2015-12-22 | 2020-10-01 | $4,477 | $2,218 | $2,259 | $2,259 |
| JP MORGAN GROWTH ADVANTAGE SELECT FBOID | 2016-02-24 | 2020-10-01 | $3,168 | $1,392 | $1,776 | $1,776 |
| DELAWARE VALUE FUND INSTITUTIONAL | 2016-08-03 | 2019-12-09 | $2,396 | $2,060 | $336 | $336 |
| DELAWARE VALUE FUND INSTITUTIONAL | 2016-08-03 | 2020-01-06 | $549 | $472 | $77 | $77 |
| DELAWARE VALUE FUND INSTITUTIONAL | 2016-08-03 | 2020-02-07 | $6,220 | $5,382 | $838 | $838 |
| DELAWARE SMALL CAP CORE I | 2018-05-29 | 2019-12-09 | $2,630 | $2,832 | -$202 | -$202 |
| DELAWARE SMALL CAP CORE I | 2018-05-29 | 2020-01-06 | $211 | $228 | -$17 | -$17 |
| DELAWARE SMALL CAP CORE I | 2018-05-29 | 2020-02-07 | $4,504 | $4,846 | -$342 | -$342 |
| CHIRON CAPITAL ALLOCATION FUND | 2018-05-29 | 2020-02-07 | $1,249 | $1,315 | -$66 | -$66 |
| CHIRON CAPITAL ALLOCATION FUND | 2017-01-31 | 2020-02-07 | $2,809 | $2,438 | $371 | $371 |
| CHIRON CAPITAL ALLOCATION FUND | 2017-01-31 | 2020-07-06 | $6,035 | $5,811 | $224 | $224 |
| CHIRON CAPITAL ALLOCATION FUND | 2017-01-31 | 2020-10-01 | $8,864 | $7,792 | $1,072 | $1,072 |
| BARINGS GLOBAL FLOATING RATE FUND | 2017-01-31 | 2020-02-07 | $2,631 | $2,670 | -$39 | -$39 |
| BARINGS GLOBAL FLOATING RATE FUND | 2017-01-31 | 2020-07-06 | $4,822 | $5,293 | -$471 | -$471 |
| BARINGS GLOBAL FLOATING RATE FUND | 2017-01-31 | 2020-10-01 | $3,045 | $3,237 | -$192 | -$192 |
| CARILLON SCOUT MID CAP FUND | 2018-05-29 | 2019-12-09 | $1,659 | $1,738 | -$79 | -$79 |
| CARILLON SCOUT MID CAP FUND | 2018-05-29 | 2020-01-06 | $267 | $274 | -$7 | -$7 |
| CARILLON SCOUT MID CAP FUND | 2018-05-29 | 2020-02-07 | $6,733 | $6,852 | -$119 | -$119 |
| CARILLON SCOUT MID CAP FUND | 2018-05-29 | 2020-07-06 | $4,464 | $4,711 | -$247 | -$247 |
| CARILLON SCOUT MID CAP FUND | 2018-05-29 | 2020-10-01 | $5,939 | $5,768 | $171 | $171 |
| FEDERATED INTERNATIONAL EQUITY FUND | 2018-11-05 | 2019-12-09 | $2,871 | $2,689 | $182 | $182 |
| FEDERATED INTERNATIONAL EQUITY FUND | 2018-11-05 | 2020-01-06 | $628 | $576 | $52 | $52 |
| FEDERATED INTERNATIONAL EQUITY FUND | 2018-11-05 | 2020-02-07 | $5,836 | $5,393 | $443 | $443 |
| FEDERATED INTERNATIONAL EQUITY FUND | 2018-11-05 | 2020-10-01 | $8,735 | $7,856 | $879 | $879 |
| COLUMBIA MORTGAGE OPPORTUNITIES FUND | 2019-07-17 | 1990-02-07 | $687 | $690 | -$3 | -$3 |
| COLUMBIA MORTGAGE OPPORTUNITIES FUND | 2019-07-17 | 2020-07-06 | $8,213 | $8,480 | -$267 | -$267 |
| COLUMBIA MORTGAGE OPPORTUNITIES FUND | 2019-07-17 | 2020-10-01 | $3,332 | $3,338 | -$6 | -$6 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,480 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$270 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $640,553 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,417,806 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.451792 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $490,728 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,633,030 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.300502 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $843,118 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,848,228 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.456176 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $696,004 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,125,536 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.327449 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $840,918 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,016,491 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.417020 | DistributionYr5Rt |
| Total Distribution | 1.952939 | TotalDistributionRt |
| Average Distribution | 0.390588 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,237,401 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $483,314 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $561 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $483,875 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $396,394 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,122 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,122 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,122 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $736 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $736 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $386 | 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 | $1,190,939 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,306 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,256,245 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,256,245 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,844 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,237,401 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $61,870 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $61,870 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,122 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,122 | TotalTaxAmt |
| Distributable Before Adj | $60,748 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $60,748 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $60,748 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $396,394 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $396,394 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $396,394 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $60,748 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $741,889 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $591,129 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $752,055 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $410,393 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $570,991 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,066,457 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $396,394 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $60,748 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $335,646 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,402,103 | 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 | $741,889 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,660,214 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $591,129 | ExcessFromYear4Amt |
| Excess From Year3 | $752,055 | ExcessFromYear3Amt |
| Excess From Year2 | $410,393 | ExcessFromYear2Amt |
| Excess From Year1 | $570,991 | ExcessFromYear1Amt |
| Excess From Current Year | $335,646 | 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 |
|---|---|---|---|---|---|---|---|
| FRIENDS OF ROXBURY SENIOR CENTER | |||||||
| 7 SOUTH STREET | ROXBURY | CT | 06783 | NONE | 501 (C) (3) | GENERAL PURPOSES | $500 |
| WHITNEY MUSEUM | |||||||
| 99 GAUSEVOORT STREET | NEW YORK | NY | 10014 | NONE | 501 (C) (3) | GENERAL PURPOSES | $600 |
| FRIENDS SEMINARY | |||||||
| 222 E 16TH STREET | NEW YORK | NY | 10003 | NONE | 501 (C) (3) | GENERAL PURPOSESGENERAL PURPOSES | $10,000 |
| OXFAM FOUNDATION | |||||||
| 226 CAUSEWAY STREET | BOSTON | MA | 02114 | NONE | 501 (C) (3) | GENERAL PURPOSES | $2,000 |
| CITY MEALS ON WHEELS | |||||||
| 335 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | 501 (C) (3) | GENERAL PURPOSES | $2,574 |
| NETWORK FOR GOOD | |||||||
| 1140 CONNECTICUT AVENUE | WASHINGTON | DC | 20031 | NONE | 501 (C) (3) | GENERAL PURPOSESGENERAL PURPOSES | $2,500 |
| APEX ART CULTURAL FUND | |||||||
| 291 CHURCH STREET | NEW YORK | NY | 10013 | NONE | 501 (C) (3) | GENERAL PURPOSES | $50,000 |
| C-CAP | |||||||
| 505 8TH AVENUE | NEW YORK | NY | 10018 | NONE | 501 (C) (3) | GENERAL PURPOSES | $2,000 |
| GOD LOVES WE DELIVER | |||||||
| 166 6TH AVENUE | NEW YORK | NY | 10013 | NONE | 501 (C) (3) | GENERAL PURPOSESGENERAL PURPOSES | $2,000 |
| THE FEATHER FOUNDATION | |||||||
| PO BOX 628 | MAPLEWOOD | NJ | 03040 | NONE | 501 (C) (3) | GENERAL PURPOSES | $100 |
| GUGGENHEIM MUSEUM | |||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | 501 (C) (3) | GENERAL PURPOSES | $600 |
| FOOD BANK OF NYC | |||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | NONE | 501 (C) (3) | GENERAL PURPOSES | $2,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | NONE | 501 (C) (3) | GENERAL PURPOSES | $2,500 |
| PHYSICIANS COMMITTEE FOR REPSONISBLE MEDICINE | |||||||
| 5100 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | NONE | 501 (C) (3) | GENERAL PURPOSESGENERAL PURPOSES | $500 |
| MT SINAI MEDICAL CENTER | |||||||
| 1468 MADISON AVENUE | NEW YORK | NY | 10029 | NONE | 501 (C) (3) | GENERAL PURPOSES | $20,000 |
| APEX ART CULTURAL FUND | |||||||
| 291 CHURCH STREET | NEW YORK | NY | 10013 | NONE | 501 (C) (3) | GENERAL PURPOSES | $75,000 |
| WENDER WEIS FOUNDATION FOR CHILDREN | |||||||
| 555 BRYANT STREET | PALO ALTO | CA | 94301 | NONE | 501 (C) (3) | GENERAL PURPOSES | $5,000 |
| BID A WEE | |||||||
| 410 E 38TH STREET | NEW YORK | NY | 10016 | NONE | 501 (C) (3) | GENERAL PURPOSES | $1,000 |
| WNYCWQXR | |||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | 501 (C) (3) | GENERAL PURPOSES | $2,500 |
| PROJECT LEDO | |||||||
| PO BOX 14504 | PORTLAND | OR | 97293 | NONE | 501 (C) (3) | GENERAL PURPOSES | $500 |
| ROXBURY VOLUNTEER FIRE DEPARTMENT | |||||||
| 27 NORTH STREET | ROXBURY | CT | 06783 | NONE | 501 (C) (3) | GENERAL PURPOSES | $500 |
| ROXBURY AMBULANCE CORP | |||||||
| 27 NORTH STREET | ROXBURY | CT | 06783 | NONE | 501 (C) (3) | GENERAL PURPOSES | $500 |
| HABITAT FOR HUMANITY | |||||||
| 123 DEMO STREET | NEW YORK | NY | 12345 | NONE | 501 (C) (3) | GENERAL PURPOSES | $2,500 |
| WNYCWQXR | |||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | 501 (C) (3) | GENERAL PURPOSES | $1,012 |
| APEX ART CULTURAL FUND | |||||||
| 291 CHURCH STREET | NEW YORK | NY | 10013 | NONE | 501 (C) (3) | GENERAL PURPOSES | $50,000 |
| COALITION FOR THE HOMELESS | |||||||
| 129 FULTON STREET | NEW YORK | NY | 10038 | NONE | 501 (C) (3) | GENERAL PURPOSES | $2,000 |
| FOOD BANK OF NYC | |||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | NONE | 501 (C) (3) | GENERAL PURPOSES | $2,500 |
| WENDER WEIS FOUNDATION FOR CHILDREN | |||||||
| PO BOX 6068 | PALO ALTO | CA | 94301 | NONE | 501 (C) (3) | GENERAL PURPOSES | $158 |
| INTERNATIONAL RESCUE FOUNDATION | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | NONE | 501 (C) (3) | GENERAL PURPOSES | $2,575 |
| COMMON CAUSE | |||||||
| 805 15TH AVENUE | WASHINGTON | DC | 20005 | NONE | 501 (C) (3) | GENERAL PURPOSES | $1,500 |
| APEX ART CULTURAL FUND | |||||||
| 291 CHURCH STREET | NEW YORK | NY | 10013 | NONE | 501 (C) (3) | GENERAL PURPOSES | $75,000 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | 501 (C) (3) | GENERAL PURPOSES | $600 |
| COMMON CAUSE | |||||||
| 805 15TH AVENUE | WASHINGTON | DC | 20005 | NONE | 501 (C) (3) | GENERAL PUPROSES | $2,000 |
| WENDER WEIS FOUNDATION FOR CHILDREN | |||||||
| 555 BRYANT STREET | PALO ALTO | CA | 94301 | NONE | 501 (C) (3) | GENERAL PURPOSES | $17,500 |
| APEX ART CULTURAL FUND | |||||||
| 291 CHURCH STREET | NEW YORK | NY | 10013 | NONE | 501 (C) (3) | GENERAL PURPOSES | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $390,219 | 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 | $41,993 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $23,480 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $65,473 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $65,473 | 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 | $185,000 | 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 | $1,158,015 | EOYBookValueAmt |
| EOYFMV | $1,190,939 | EOYFMVAmt |
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 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS SECURITIES | CategoryTxt |
| Amt | $9,084 | Amt |
| Net Investment Income | $9,084 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NEW YORK STATE CHARITABLE FOUNDATION FILING | CategoryTxt |
| Amt | $275 | Amt |
| Net Investment Income | $275 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments