BETA

GW FOUNDATION TR: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
GW FOUNDATION TR (EIN 06-6469925)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-08-15
IRS object ID
201612289349101781
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-08-15T19:00:07-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE HORWATH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1330 E Jefferson BlvdAddressLine1Txt
Address Line2PO Box 7AddressLine2Txt
CitySouth BendCityNm
State AbbreviationINStateAbbreviationCd
ZIP466240007ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN066469925EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GW FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGWFOBusinessNameControlTxt
Phone9545232945PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13055 HARBOR DRIVE 1701AddressLine1Txt
CityFORT LAUDERDALECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33316ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGary WendtPersonNm
Person TitleTrusteePersonTitleTxt
Signature2016-08-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMarvin HillsPreparerPersonNm
PTINP00032488PTIN
Phone5742323992PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,515,944FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,000,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$191,667DividendsRevAndExpnssAmt
Dividends Net Invst Incm$191,667DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$602NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$763,005GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$602CapGainNetIncmNetInvstIncmAmt
Gross Sales Less Ret And Allwnc$0GrossSalesLessRetAndAllwncAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$89,861OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$89,861OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$1,282,130TotalRevAndExpnssAmt
Total Net Invst Incm$282,130TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$20,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$10,250AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$10,250AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$40,116OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$17,116OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,312TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,312TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Other Expenses Rev And Expnss$64OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$64OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$62,992TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$29,742TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,250TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$200,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$200,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$262,992TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$29,742TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$210,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,019,138ExcessRevenueOverExpensesAmt
Net Investment Income$252,388NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$24,036CashBOYAmt
Cash EOY$0CashEOYAmt
Cash EOYFMV$0CashEOYFMVAmt
Sav And Temp Cash Invst BOY$60,059SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$127,721SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$127,721SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$0AcctRcvblBOYAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Pledges Rcvbl EOY$0PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$0PledgesRcvblEOYFMVAmt
Rcvbl From Officers BOY$0RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$0RcvblFromOfficersEOYFMVAmt
Other Nts And Loans Rcvbl$0OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$0OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$0OtherNtsAndLoansRcvblEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,884,866CorporateStockBOYAmt
Corporate Stock EOY$3,595,766CorporateStockEOYAmt
Corporate Stock EOYFMV$3,507,204CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$0InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$0InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$0LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$0LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$2,539,461OtherInvestmentsBOYAmt
Other Investments EOY$2,813,301OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,881,019OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$0LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt
Land BOY$0LandBOYAmt
Land EOY$0LandEOYAmt
Land EOYFMV$0LandEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$5,508,422TotalAssetsBOYAmt
Total Assets EOY$6,536,788TotalAssetsEOYAmt
Total Assets EOYFMV$6,515,944TotalAssetsEOYFMVAmt
Loans From Officers BOY$0LoansFromOfficersBOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable BOY$0MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$5,508,422RetainedEarningBOYAmt
Retained Earning EOY$6,536,788RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,508,422TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,536,788TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,508,422TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,536,788TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,508,422TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,019,138ExcessRevenueOverExpensesAmt
Other Increases$9,228OtherIncreasesAmt
Subtotal$6,536,788SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,536,788TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NORTHERN TRUST COMPANY-SEE ATTACHEDP2015-10-202015-12-22$209,433$224,849-$15,416$0-$15,416
NORTHERN TRUST COMPANY-SEE ATTACHEDP2014-11-052015-12-22$495,826$537,554-$41,728$0-$41,728
Capital Gain Distribution-Northern TrustP$34,000$34,000$0$34,000
Deerpath Capital LPP$23,746$23,746$0$23,746
FieldValueIRS element (for citing)
Capital Gain Net Income$602CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$154,250AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$6,568,507NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.023483DistributionYr1Rt
Adjusted Qlfy Distri Yr2$0AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,475,178NetVlNoncharitableAssetsYr2Amt
Distribution Yr20DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,205,223NetVlNoncharitableAssetsYr3Amt
Distribution Yr30DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,566,670NetVlNoncharitableAssetsYr4Amt
Distribution Yr40DistributionYr4Rt
Adjusted Qlfy Distri Yr5$50,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,440,173NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.034718DistributionYr5Rt
Total Distribution0.058201TotalDistributionRt
Average Distribution0.011640AverageDistributionRt
Net Vl Noncharitable Assets$7,100,157NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$82,646AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,524NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$85,170AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$210,250QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,524InvestmentIncomeExciseTaxAmt
Subtotal$2,524SubtotalAmt
Tax Based On Investment Income$2,524TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,540EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$2,000AppliedToEsTaxAmt
Total Payments And Credits$5,540TotalPaymentsAndCreditsAmt
Overpayment$3,016OverpaymentAmt
Applied To ES Tax$3,016AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGARY C WENDTIndividualWithBooksNm
Phone9545232945PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13055 HARBOR DRIVE 1701AddressLine1Txt
CityFORT LAUDERDALECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33316ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Gary C Wendt
3055 HARBOR DRIVEFORT LAUDERDALEFL33316Trustee1.000$0$0$0
Valerie Ahneman
43 Old Camp LaneCos CobCT06807Trustee1.000$0$0$0

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,168,398AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$39,883AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,208,281TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$7,208,281AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$108,124CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,100,157NetVlNoncharitableAssetsAmt
Minimum Investment Return$355,008MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$355,008MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,524TaxBasedOnInvestmentIncomeAmt
Total Tax$2,524TotalTaxAmt
Distributable Before Adj$352,484DistributableBeforeAdjAmt
Distributable Before Ded$352,484DistributableBeforeDedAmt
Distributable As Adjusted$352,484DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$210,250ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$210,250QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,524PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$207,726AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$352,484DistributableAsAdjustedAmt
Undistributed Income PY$170,636UndistributedIncomePYAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$210,250QualifyingDistributionsAmt
Applied To Year1$170,636AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$39,614AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$312,870UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGary C Wendt TrusteeContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Boys and Girls Clubs of Broward CountyBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1877 NW 61st StreetAddressLine1Txt
CityFort LauderdaleCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33309ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeEDUCATIONALGrantOrContributionPurposeTxt
Amt$200,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$200,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$191,667ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$89,861ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$602ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$282,130ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$282,130TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1Gary WendtBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13055 Harbor Drive 1701AddressLine1Txt
CityFort LauderdaleCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33316ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Tax Prep Fees-Crowe$7,500$3,750$3,750
Tax prep fees-Deloitte$13,000$6,500$6,500

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Northern Trust #5963 Equities$2,970,766$2,882,204
Brunswick Rail Limited Stock$625,000$625,000

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp (5 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmt
Land
Building$0
LeasholdImprovement$0
Equipment$0
Other$0

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (7 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Deerpath Capital, LPAT COST$384,482$398,201
Northern Trust #5963 Real EstateAT COST$130,066$134,536
Northern Trust #5963 CommodityAT COST$167,802$201,305
Northern Trust #5963 Mutual FundsAT COST$257,111$431,547
WZL SubordinatedAT COST$800,000$800,000
Basin FinanceAT COST$800,000$847,712
LV Credit Select FundAT COST$0$0

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (5 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmt
Land
Building$0
LeasholdImprovement$0
Equipment$0
Other$0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Deerpath Capital$4$4
Wire fee$60$60

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Northern Trust$147$147
Deerpath Capital-Ordinary Income$42,002$42,002
Basin Capital-OID$47,712$47,712

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBasis adjustmentDesc
Amt$9,228Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
Consulting$23,000
Northern Trust Fees$17,116$17,116

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryForeign taxesCategoryTxt
Amt$2,312Amt
Net Investment Income$2,312NetInvestmentIncomeAmt

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