WENDEN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WENDEN FOUNDATION (EIN 45-5548749)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-05
- IRS object ID
- 202503099349101200
- Schema version
- 2024v5.2
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-05T08:37:43-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 ADVISORY GROUP LP | 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 | 2024-01-01 | 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 | 2025-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN SCHLACHTER | PreparerPersonNm |
| PTIN | P00288352 | PTIN |
| Phone | 5167472000 | PhoneNum |
| Preparation | 2025-11-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,026,807 | 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 | $308,227 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $251,108 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $593,266 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,414,760 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $593,266 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $14,458 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $915,951 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $844,374 | 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 | $10,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,050 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,030 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $42,470 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,470 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,960 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,460 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,887 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,450 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $437 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $76,417 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65,430 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,467 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $336,140 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $336,140 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $412,557 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65,430 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $339,607 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $503,394 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $778,944 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $687,623 | CashBOYAmt |
| Cash EOY | $948,625 | CashEOYAmt |
| Cash EOYFMV | $948,625 | CashEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $492,315 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $492,315 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,634,550 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,676,420 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,676,420 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,411,921 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,909,447 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,909,447 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,734,094 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,026,807 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,026,807 | 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 | $5,734,094 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,026,807 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,734,094 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,026,807 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,734,094 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,026,807 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,734,094 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $503,394 | ExcessRevenueOverExpensesAmt |
| Other Increases | $789,319 | OtherIncreasesAmt |
| Subtotal | $7,026,807 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,026,807 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $4,414,760 | $3,827,018 | $587,742 | $587,742 |
| K-1 ENTERPRISE PRODUCTS PARTNERS LP | -$174 | -$174 | ||
| K-1 ENERGY TRANSFER PARTNERS, LP | -$95 | -$95 | ||
| K-1 MPLX LP | $381 | $381 | ||
| K-1 FERNWOOD ASSOCIATES LLC | $5,412 | $5,412 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $593,266 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,827 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,827 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,827 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,932 | 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 | $2,932 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $7,895 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | 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 | ||||||||
| 68 LOWER CHURCH HILL ROAD | WASHINGTON DEPOT | CT | 06794 | 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 | $5,000,681 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $950,955 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,951,636 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,951,636 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $89,275 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,862,361 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $293,118 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $293,118 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,827 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,716 | IncomeTaxAmt |
| Total Tax | $12,543 | TotalTaxAmt |
| Distributable Before Adj | $280,575 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $280,575 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $280,575 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $339,607 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $339,607 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $280,575 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $25,085 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $9,716 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $839 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $35,640 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $339,607 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $280,575 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $59,032 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $94,672 | 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 | $94,672 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $25,085 | ExcessFromYear4Amt |
| Excess From Year2 | $9,716 | ExcessFromYear2Amt |
| Excess From Year1 | $839 | ExcessFromYear1Amt |
| Excess From Current Year | $59,032 | ExcessFromCurrentYearAmt |
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 (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 92ND ST Y | ||||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $360 | |
| A BRIGHTFOCUS FOUNDATION | ||||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $20,000 | |
| ACKERMAN INSTITUTE FOR THE FAMILY | ||||||||
| 936 BROADWAY | NEW YORK | NY | 10010 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $3,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 3380 CHASTAIN MEADOWS PKWY STE 200 | KENNESAW | GA | 301445882 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $3,000 | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $1,000 | |
| AMNESTY INTERNATIONAL | ||||||||
| 311 W 43RD STREET 7TH FL | NEW YORK | NY | 10036 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $2,000 | |
| ASAP MINISTRIES | ||||||||
| 105 SOUTH CASS STREET | BERRIEN SPRINGS | MI | 49103 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $12,000 | |
| BRYN MAWR COLLEGE | ||||||||
| 101 N MERION AVE | BRYN MAWR | PA | 19010 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $5,000 | |
| CARNEGIE HILL NEIGHBORS | ||||||||
| 170 E 91ST STREET | NEW YORK | NY | 10128 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $1,000 | |
| CITY HARVEST | ||||||||
| 6 EAST 32ND STREET | NEW YORK | NY | 10016 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $5,000 | |
| CITY MEALS ON WHEELS | ||||||||
| 355 LEXINGTON AVENUE 3 | NEW YORK | NY | 10017 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $5,000 | |
| CONNECTICUT FOOD BANK | ||||||||
| 2 RESEARCH PARKWAY | WALLINGFORD | CT | 06492 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $12,000 | |
| CONVERSATIONS ON THE GREEN | ||||||||
| PO BOX 1020 | WASHINGTON | CT | 067930020 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $2,500 | |
| COVENANT HOUSE | ||||||||
| 307 E KING ST | YORK | PA | 17403 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $500 | |
| CURE ALZEHIMER'S FUND | ||||||||
| 34 WASHINGTON ST | WELLESLEY HILLS | MA | 02481 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $5,000 | |
| CURE BLINDNESS PROJECT | ||||||||
| PO BOX 55 | WATERBURY | VT | 05676 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $6,000 | |
| DIRECT RELIEF | ||||||||
| 27 SOUTH LA PATERA LANE | SANTA BARBARA | CA | 93117 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $77,500 | |
| EMPLOYEE HOLIDAY FUND | ||||||||
| 2001 WATERSIDE PKWY | PALM COAST | FL | 32137 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $7,500 | |
| ENTERPRISE COMMUNITY PARTNERS | ||||||||
| 11000 BROKEN LAND PKWY | COLUMBIA | MD | 210443541 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $5,000 | |
| FERRODONNA FEATURES | ||||||||
| 159 WEST 12TH STREET | NEW YORK | NY | 10011 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $5,000 | |
| FOUNDATION OF HEALTH | ||||||||
| 1801 MAPLE AVENUE | EVANSTON | IL | 60201 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $2,000 | |
| FOUR FREEDOMS PARK CONSERVANCY | ||||||||
| 1 FDR FOUR FREEDOMS PARK | ROOSEVELT ISLAND | NY | 10044 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $5,000 | |
| FRESH AIR FUND | ||||||||
| 633 3RD AVE FL 14 | NEW YORK | NY | 10017 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $7,000 | |
| FUND FOR PARK AVENUE | ||||||||
| 445 PARK AVENUE | NEW YORK | NY | 10022 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $250 | |
| GLOBALGIVING | ||||||||
| 1110 VERMONT AVENUE NW SUITE 550 | WASHINGTON | DC | 20005 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $5,000 | |
| GREENWOODS CONSULTING REFERRALS INC | ||||||||
| 25 SOUTH ST | LITCHFIELD | CT | 06759 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $5,000 | |
| GUNN MEMORIAL LIBRARY & MUSEUM | ||||||||
| PO BOX 1273 5 WYKEHAM ROAD | WASHINGTON | CT | 06793 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $9,850 | |
| HOLLISTER HOUSE GARDEN | ||||||||
| PO BOX 1454 | WASHINGTON | CT | 067930454 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $750 | |
| HOUSATONIC VALLEY ASSOCIATION | ||||||||
| PO BOX 28 | CORNWALL BRIDGE | CT | 06754 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $1,650 | |
| JASA | ||||||||
| 247 WEST 37TH STREET | NEW YORK | NY | 10018 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $5,000 | |
| LAKE WARAMAUG TASK FORCE | ||||||||
| 19 SACKETT HILL ROAD | WARREN | CT | 06754 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $1,000 | |
| MACKOOL EYE INSTITUTE RESEARCH FOUNDATION INC | ||||||||
| 4079 FOUNDERS CLUB DR | SARASOTA | FL | 34240 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $2,000 | |
| NAACP LEGAL DEFENSE FUND | ||||||||
| 40 RECTOR STREET 5TH FL | NEW YORK | NY | 10006 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $5,000 | |
| NATIONAL BREAST CANCER RESEARCH | ||||||||
| 1400 SMITH STREET | HOUSTON | TX | 77002 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $1,000 | |
| NATIONAL CANCER RESEARCH CENTER | ||||||||
| 1025 CONNECTICUT AVENUE NW STE 1012 | WASHINGTON | DC | 20090 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $4,000 | POB 96676 |
| NEW MILFORD REFUGEE RESETTLEMENT | ||||||||
| PO BOX 677 | NEW MILFORD | CT | 067760677 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $3,600 | |
| NEW YORK TIMES COMMUNITIES FUND | ||||||||
| 620 8TH AVE | NEW YORK | NY | 10018 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $5,000 | |
| NEW YORK YOUTH SYMPHONY | ||||||||
| 110 WEST 40TH ST SUITE 1503 | NEW YORK | NY | 10018 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $350 | |
| NORTHWEST CONNECTICUT COMMUNITY FOUNDATION INC | ||||||||
| PO BOX 1144 | TORRINGTON | CT | 067901144 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $10,600 | |
| PLANNED PARENTHOOD | ||||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $1,000 | |
| PUBLICOLOR | ||||||||
| 149 MADISON AVE 1201 | NEW YORK | NY | 10016 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $7,500 | |
| SAINT JUDES CHILDRENS HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $4,000 | |
| SALVATION ARMY CONNECTICUT | ||||||||
| 11 GOVERNOR WINTRHOP BLVD | NEW LONDON | CT | 06320 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $250 | |
| SANTA BARBARA BOTANICAL GARDEN | ||||||||
| 1212 MISSION CANYON RD | SANTA BARBARA | CA | 931052126 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $230 | |
| SANTA BARBARA FOUNDATION | ||||||||
| 1111 CHAPALA ST STE 200 | SANTA BARBARA | CA | 931013100 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $2,000 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $2,000 | |
| STEEP ROCK ASSOCIATION INC | ||||||||
| PO BOX 279 | WASHINGTON DEPOT | CT | 06794 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $8,000 | |
| TEAM RUBICON | ||||||||
| 6171 W CENTURY BOULEVARD SUITE 310 | LOS ANGELES | CA | 90045 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $5,000 | |
| THE DALTON SCHOOL | ||||||||
| 108 E 89TH STREET | NEW YORK | NY | 10128 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $10,000 | |
| WASHINGTON AMBULANCE ASSOCIATION | ||||||||
| PO BOX 294 | WASHINGTON DEPOT | CT | 06794 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $10,000 | |
| WASHINGTON ART ASSOCIATION | ||||||||
| 4 BRYAN MEMORIAL PLAZA | WASHINGTON DEPOT | CT | 06794 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $3,250 | |
| WASHINGTON COMMUNITY FUND | ||||||||
| PO BOX 1213 | WASHINGTON | CT | 06793 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $2,000 | |
| WASHINGTON PARK FOUNDATION INC | ||||||||
| PO BOX 142 | WASHINGTON | CT | 06794 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $4,000 | |
| WASHINGTON SCHOLARSHIP FUND | ||||||||
| PO BOX 243 | WASHINGTON DEPOT | CT | 06794 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $4,500 | |
| WASHINGTON VOLUNTEER FIRE DEPARTMENT | ||||||||
| PO BOX 244 | WASHINGTON DT | CT | 067940244 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $4,000 | |
| WORLD CENTRAL KITCHEN INCORPORATED | ||||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON DC | DC | 200010000 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $16,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $336,140 | 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 | $308,227 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $593,266 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| ENERGY TRANSFER PARTNERS LP | 900003 | $17,556 |
| ENTERPRISE PRODUCT PARTNER | 900003 | -$4,761 |
| GREEN PLAINS PARTNERS LP | 900003 | $132 |
| MPLX LP | 900003 | $1,531 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $14,458 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $901,493 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $915,951 | 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 | $10,100 | Amt |
| Net Investment Income | $5,050 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,030 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ANTERO MIDSTREAM CORP | $150,900 | $150,900 |
| SCORPIO TANKERS INC | $284,025 | $284,025 |
| SUNCOR ENERGY INC | $110,608 | $110,608 |
| GRAFTECH INTERNATIONAL LTD | $55,360 | $55,360 |
| AMAZON.COM INC | $504,597 | $504,597 |
| PERRIGO CO PLC | $164,544 | $164,544 |
| AGNC INVESTMENT CORP | $280,905 | $280,905 |
| MFA FINANCIAL INC | $171,192 | $171,192 |
| RITHM CAPITAL CORP | $324,900 | $324,900 |
| ALPHABET INC CLASS C | $114,264 | $114,264 |
| ADVANTAGE INSURANCE INC - SERIES C PREFERRED | $300,000 | $300,000 |
| ADVANTAGE INSURANCE INC. - COMMON STOCK | $31,500 | $31,500 |
| NEXTNAV INC | $357,880 | $357,880 |
| DEERE & CO | $116,517 | $116,517 |
| LYONDELLBASELL INDUSTRIES NV | $111,405 | $111,405 |
| ANNALY CAPITAL MANAGEMENT INC | $106,140 | $106,140 |
| SIX FLAGS ENTERTAINMENT CORP | $175,894 | $175,894 |
| SURGERY PARTNERS INC | $148,190 | $148,190 |
| ENBRIDGE INC | $167,599 | $167,599 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $492,315 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $492,315 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS - ENERGRY TRANSFER LP | FMV | $1,333,119 | $1,333,119 |
| INVESTMENTS - MPLX | FMV | $325,448 | $325,448 |
| INVESTMENTS - ENTERPRISE PRODUCT PARTNERS | FMV | $250,880 | $250,880 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $337 | $0 | $337 |
| PASS-THROUGH EXPENSES | $15,550 | $15,450 | $100 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| ENERGY TRANSFER PARTNERS LP | $17,556 | $17,556 |
| ENTERPRISE PRODUCT PARTNER | -$4,761 | -$4,761 |
| GREEN PLAINS PARTNERS LP | $132 | $132 |
| MPLX LP | $1,531 | $1,531 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS) | Desc |
| Amt | $789,319 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEES | CategoryTxt |
| Amt | $42,470 | Amt |
| Net Investment Income | $42,470 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,460 | $2,460 | $0 |
| FEDERAL TAX | $5,500 | $0 | $0 |
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