WENDEN FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WENDEN FOUNDATION (EIN 45-5548749)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-11
- IRS object ID
- 201741319349101014
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- 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 | 2017-05-11T09:36:39-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111558868 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGOLIN WINER & EVENS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 GARDEN CITY PLAZA | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 115303323 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 | 1095 PARK AVENUE NO 17C | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL DENNIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2123152082 | PhoneNum |
| Signature | 2017-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN SCHLACHTER | PreparerPersonNm |
| PTIN | P00288352 | PTIN |
| Phone | 5167472000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 205.159.21.230 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-11 | IPDt |
| IP Tm | 10:36:34 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 909045A9A7A2A2965A46DA47231ADAF1E7BE93EE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C5912D93914BC14DED8D3A0FE1FFB5E1C49686E2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,357,421 | 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 | $64,715 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,507 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$142,095 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,163,855 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$10,512 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$87,892 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,507 | 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 | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $378 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $378 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,669 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21,117 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $552 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,547 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,245 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,302 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $115,567 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $115,567 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $143,114 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,245 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $118,869 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$231,006 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,262 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $265,635 | CashBOYAmt |
| Cash EOY | $78,816 | CashEOYAmt |
| Cash EOYFMV | $78,816 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,917,469 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,161,540 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,161,540 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $111,139 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $117,065 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $117,065 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,294,243 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,357,421 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,357,421 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $2,294,243 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,357,421 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,294,243 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,357,421 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,294,243 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,357,421 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,294,243 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$231,006 | ExcessRevenueOverExpensesAmt |
| Other Increases | $294,184 | OtherIncreasesAmt |
| Subtotal | $2,357,421 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,357,421 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $3,161,636 | $3,305,896 | -$144,260 | -$144,260 | |
| K-1 GENESIS ENERGY | -$54 | -$54 | |||
| CAPITAL GAINS DIVIDENDS | $2,219 | $2,219 | $2,219 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$142,095 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $108,530 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,587,810 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041939 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $76,432 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,154,151 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.035481 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $46,777 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,356,306 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.034489 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $40,520 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $495,817 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.081724 | DistributionYr4Rt |
| Total Distribution | 0.193633 | TotalDistributionRt |
| Average Distribution | 0.048408 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,190,234 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $106,025 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $273 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $106,298 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $118,869 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $273 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $273 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $273 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,844 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,844 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,571 | OverpaymentAmt |
| Applied To ES Tax | $8,571 | 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 | 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 | MICHAEL DENNIS | IndividualWithBooksNm |
| Phone | 2123152082 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1095 PARK AVENUE APT 17C | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | 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 |
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 | ||||||||
| 1095 PARK AVENUE | NEW YORK | NY | 10128 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| KATHERINE WENNING | ||||||||
| 1095 PARK AVENUE | NEW YORK | NY | 10128 | TREASURER | 1.00 | $0 | $0 | $0 |
| MIKE ROSENBERG | ||||||||
| 400 GARDEN CITY PLAZA | GARDEN CITY | NY | 11530 | 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 | $1,985,094 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $238,494 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,223,588 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,223,588 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,354 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,190,234 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $109,512 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $109,512 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $273 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $273 | TotalTaxAmt |
| Distributable Before Adj | $109,239 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $109,239 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $109,239 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $118,869 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $118,869 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $273 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $118,596 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $109,239 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $23,455 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $118,869 | QualifyingDistributionsAmt |
| Applied To Year1 | $23,455 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $95,414 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $13,825 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A BRIGHTFOCUS FOUNDATION | ||||||||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | NONE | PUBLIC CHARITY | UNRESTRICTED | $7,500 | |||||
| ACKERMAN INSTITUTE FOR THE FAMILY | ||||||||||||
| 936 BROADWAY | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,000 | |||||
| AMERICAN ACADEMY IN ROME | ||||||||||||
| 7 EAST 60 STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 | |||||
| ASCENT FOUNDATION | ||||||||||||
| NONE | PUBLIC CHARITY | UNRESTRICTED | $2,140 | 8TH FL MARICO LIMITED GRANDE | PALLADIUM 175 CST ROAD | MUMBAI | IN | |||||
| 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 | $250 | |||||
| CHILDRENS TUMOR FOUNDATION | ||||||||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | UNRESTRICTED | $300 | |||||
| CITY HARVEST | ||||||||||||
| 6 EAST 32ND STREET | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | UNRESTRICTED | $7,000 | |||||
| CITY MEALS ON WHEELS | ||||||||||||
| 355 LEXINGTON AVENUE 3 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | UNRESTRICTED | $6,000 | |||||
| COMMUNITY FOUNDATION OF NORTHWEST | ||||||||||||
| 32 CITY HALL AVE | TORRINGTON | CT | 06790 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |||||
| CONNECTICUT FOOD BANK | ||||||||||||
| 2 RESEARCH PARKWAY | WALLINGFORD | CT | 06492 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |||||
| FOOD ALLERGY RESEARCH & EDUCATION | ||||||||||||
| 7925 JONES BRANCH DRIVE STE 1100 | MCLEAN | VA | 22102 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 | |||||
| FOUR FREEDOMS PARK CONSERVANCY | ||||||||||||
| 1 FDR FOUR FREEDOMS PARK | ROOSEVELT ISLAND | NY | 10044 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,650 | |||||
| FRIENDS OF PS 169 | ||||||||||||
| PO BOX 1546 | NEW YORK | NY | 100280016 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 | |||||
| FUND FOR PARK AVENUE | ||||||||||||
| 445 PARK AVENUE | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 | |||||
| GREENWOOD CONSULTING REFERRALS INC | ||||||||||||
| 25 SOUTH ST | LITCHFIELD | CT | 06759 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |||||
| GUNN MEMORIAL LIBRARY & MUSEUM | ||||||||||||
| PO BOX 1273 5 WYKEHAM ROAD | WASHINGTON | CT | 06793 | NONE | PUBLIC CHARITY | UNRESTRICTED | $7,750 | |||||
| HIMALAYAN CATARACT PROJECT | ||||||||||||
| PO BOX 55 | WATERBURY | VT | 05676 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 | |||||
| HOPE FOR HAITI INC | ||||||||||||
| 1021 5TH AVE N | NAPLES | FL | 34102 | 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 | ||||||||||||
| 1231 LAFAYETTE AVE | NEW YORK | NY | 10474 | NONE | PUBLIC CHARITY | SDEPIOLA - 04/24/17 04:15PM WORKSHEET PRIVATE FOUNDATION | $15,000 | |||||
| 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 | $6,000 | |||||
| JUDY BLACK MEMORIAL PARK AND GARDENS | ||||||||||||
| 1 GREEN HILL ROAD | WASHINGTON | CT | 06793 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |||||
| KENT PRESENTS | ||||||||||||
| PO BOX 648 | KENT | CT | 06757 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,200 | |||||
| LAKE WARAMAUG TASK FORCE | ||||||||||||
| 19 SACKETT HILL ROAD | WARREN | CT | 06754 | NONE | PUBLIC CHARITY | UNRESTRICTED | $750 | |||||
| LIFELINE SYRIA | ||||||||||||
| NONE | PUBLIC CHARITY | UNRESTRICTED | $4,000 | 40 UNIVERSITY AVENUE STE 420 | TORONTO | CA | M5J1T1 | |||||
| MARYKNOLL SISTERS OF ST DOMINIC INC | ||||||||||||
| 10 PINESBRIDGE ROAD | OSSINING | NY | 10562 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 | |||||
| NY SCHOOL OF INTERIOR DESIGN | ||||||||||||
| 401 PARK AVE S | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 | |||||
| NY SYMPHONY | ||||||||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | UNRESTRICTED | $650 | |||||
| PARK AVENUE ARMORY | ||||||||||||
| 643 PARK AVE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,127 | |||||
| PROJECT FIND | ||||||||||||
| 160 WEST 71ST STREET 2F | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |||||
| PUBLICOLOR | ||||||||||||
| 149 MADISON AVE 1201 | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| SAINT JOHN'S FOUNDATION | ||||||||||||
| 628 MAIN STREET | STAMFORD | CT | 06901 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 | |||||
| STEEP ROCK ASSOCIATION INC | ||||||||||||
| PO BOX 279 | WASHINGTON DEPOT | CT | 06794 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |||||
| SUSAN B ANTHONY FOUNDATION | ||||||||||||
| 8815 182ND ST | HOLLIS | NY | 11423 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |||||
| THE DALTON SCHOOL | ||||||||||||
| 108 E 89TH STREET | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 | |||||
| THE GUNNERY SCHOOL | ||||||||||||
| 99 GREEN HILL ROAD | WASHINGTON | CT | 06793 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 | |||||
| THE SKYSCRAPER MUSEUM | ||||||||||||
| 39 BATTERY PLACE | NEW YORK | NY | 10280 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| WASHINGTON AMBULANCE ASSOCIATION | ||||||||||||
| PO BOX 294 | WASHINGTON DEPOT | CT | 06794 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 | |||||
| WASHINGTON ENVIRONMENTAL COUNCIL | ||||||||||||
| PO BOX 283 | WASHINGTON DEPOT | CT | 06794 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,500 | |||||
| WASHINGTON SCHOLARSHIP FUND | ||||||||||||
| PO BOX 243 | WASHINGTON DEPOT | CT | 06794 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |||||
| WASHINGTON VOLUNTEER FIRE DISTRICT | ||||||||||||
| PO BOX 244 | WASHINGTON DEPOT | CT | 06794 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 | |||||
| WEILL CORNELL MEDICAL COLLEGE | ||||||||||||
| 1300 YORK AVENUE BOX 314 | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,000 | |||||
| WEST END RESIDENCES HDFS | ||||||||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10115 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $115,567 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,715 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$142,095 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GENESIS ENERGY LP - PTP LOSSES | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | -$10,512 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$10,512 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$77,380 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$87,892 | 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 | $5,500 | Amt |
| Net Investment Income | $2,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $2,161,540 | EOYBookValueAmt |
| EOYFMV | $2,161,540 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $117,065 | BookValueAmt |
| EOYFMV | $117,065 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKER FEES | $20,941 | $20,941 | $0 |
| FILING FEES | $552 | $0 | $552 |
| PASS-THROUGH EXPENSES | $176 | $176 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GENESIS ENERGY LP - PTP LOSSES | Desc |
| Revenue And Expenses Per Books | -$10,512 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | -$10,512 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN (LOSS) | $293,884 |
| UNCASHED CHECKS PAID TO CHARITIES IN 2015 | $300 |
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 | 1095 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS TAXES | $359 | $359 | $0 |
| FOREIGN TAXES | $19 | $19 | $0 |
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