WENDEN FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WENDEN FOUNDATION (EIN 45-5548749)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-11
- IRS object ID
- 201533159349101013
- Schema version
- 2014v5.0
- 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
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-11T14:47:15-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MIKE ROSENBERG | PreparerPersonNm |
| PTIN | P00958204 | PTIN |
| Phone | 5167472000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,602,736 | 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 | $487,162 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $45,409 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,409 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $423,045 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,957,353 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $423,045 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $955,616 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $468,454 | 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 |
| Taxes Rev And Expnss | $8,568 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $76 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,688 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,116 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $572 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,256 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,192 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $572 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $75,860 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $75,860 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $110,116 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,192 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $76,432 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $845,500 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $443,262 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $67,349 | CashBOYAmt |
| Cash EOY | $230,043 | CashEOYAmt |
| Cash EOYFMV | $230,043 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $927,828 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $632,475 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,820,401 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,048,579 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $50,361 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $293,736 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $319,923 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,083 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,191 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,191 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,680,096 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,348,371 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,602,736 | 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 | $1,680,096 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,348,371 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,680,096 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,348,371 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,680,096 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,348,371 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,680,096 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $845,500 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,525,596 | SubtotalAmt |
| Other Decreases | $177,225 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,348,371 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (63 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 5000 HALCON RES CORP COM NEW | P | 2012-12-20 | 2014-12-11 | $10,196 | $34,599 | -$24,403 | -$24,403 |
| 2333 HALCON RES CORP | D | 2009-02-26 | 2014-06-11 | $14,697 | $6,253 | $8,444 | $8,444 |
| 2667 HALCON RES CORP | D | 2009-07-01 | 2014-06-11 | $16,797 | $7,147 | $9,650 | $9,650 |
| 2500 HALCON RES CORP | D | 2009-07-01 | 2014-06-12 | $16,294 | $6,700 | $9,594 | $9,594 |
| 2500 HALCON RES CORP | D | 2009-07-01 | 2014-06-17 | $17,520 | $6,700 | $10,820 | $10,820 |
| 2500 HALCON RES CORP | D | 2009-07-01 | 2014-06-30 | $17,920 | $6,700 | $11,220 | $11,220 |
| 1200 HALCON RES CORP | D | 2009-07-01 | 2014-07-02 | $8,901 | $3,216 | $5,685 | $5,685 |
| 1300 HALCON RES CORP | D | 2009-07-02 | 2014-07-02 | $9,643 | $3,484 | $6,159 | $6,159 |
| 4000 HALCON RES CORP | D | 2009-07-02 | 2014-08-19 | $22,236 | $10,720 | $11,516 | $11,516 |
| 1000 HALCON RES CORP | P | 2012-12-20 | 2014-08-19 | $5,559 | $6,920 | -$1,361 | -$1,361 |
| 20000 RENEGADE PETROLEUM LTD | P | 2013-11-04 | 2014-02-11 | $22,150 | $21,489 | $661 | $661 |
| 3300. AMERICAN AIRLINES GROUP INC | P | 2013-12-10 | 2014-10-30 | $131,976 | $81,805 | $50,171 | $50,171 |
| .695 AMERICAN REALTY CAPITAL PROP INC | P | 2013-04-11 | 2014-02-07 | $10 | $9 | $1 | $1 |
| 5497.AMERICAN REALTY CAPITAL PROP INC | P | 2014-04-15 | 2014-06-12 | $65,225 | $69,150 | -$3,925 | -$3,925 |
| 1775. ANALOG DEVICES INC. | P | 2014-09-03 | 2014-10-06 | $83,804 | $89,410 | -$5,606 | -$5,606 |
| 500. BLOCK H & R INC | P | 2014-01-10 | 2014-07-16 | $16,295 | $14,997 | $1,298 | $1,298 |
| 1550. CARMAX INC | P | 2014-08-10 | 2014-10-30 | $85,798 | $71,933 | $13,865 | $13,865 |
| 200. CELGENE CORP | P | 2014-04-01 | 2014-07-16 | $17,253 | $14,557 | $2,696 | $2,696 |
| 180. CELGENE CORP | P | 2014-10-30 | 2014-11-12 | $19,286 | $19,130 | $156 | $156 |
| 350. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A | P | 2014-10-30 | 2014-11-12 | $18,594 | $16,667 | $1,927 | $1,927 |
| 1450. COLE REL\L ESTATE INVESTMENTS | P | 2013-11-04 | 2014-02-03 | $21,262 | $20,374 | $888 | $888 |
| 4750. COVANTA HOLDING CORP | P | 2014-10-30 | 2014-12-02 | $113,558 | $102,080 | $11,478 | $11,478 |
| 2900. GENERAL ELEC CO | P | 2014-03-04 | 2014-09-02 | $75,034 | $74,596 | $438 | $438 |
| 1400. GENESIS ENERGY L P UNIT LP INT | P | 2014-02-26 | 2014-05-07 | $78,526 | $70,372 | $8,154 | $8,154 |
| 1250. HEALTH CARE REIT INC | P | 2014-01-22 | 2014-09-11 | $83,016 | $70,156 | $12,860 | $12,860 |
| 1000. HOLLYFRONTIER CORP | P | 2013-03-20 | 2014-02-26 | $48,059 | $51,460 | -$3,401 | -$3,401 |
| 1850. LEVEL 3 COMMUNICATIONS INC | P | 2014-10-13 | 2014-10-30 | $83,761 | $82,409 | $1,352 | $1,352 |
| 2000. MFA MORTGAGE INVTS INC | P | 2014-01-07 | 2014-07-16 | $16,600 | $14,379 | $2,221 | $2,221 |
| 525. MCKESSON HBOC INC | P | 2014-10-30 | 2014-12-09 | $109,980 | $101,803 | $8,177 | $8,177 |
| 1450. METLIFE INC | P | 2014-01-09 | 2014-09-29 | $78,443 | $79,098 | -$655 | -$655 |
| 525. MICROSOFT CORP | P | 2014-01-09 | 2014-03-25 | $21,197 | $18,690 | $2,507 | $2,507 |
| 850. MICRON TECHNOLOGY INC | P | 2014-04-17 | 2014-05-09 | $22,794 | $19,763 | $3,031 | $3,031 |
| 650. MICRON TECHNOLOGY INC | P | 2014-01-09 | 2014-07-09 | $20,882 | $15,112 | $5,770 | $5,770 |
| 3050. MICRON TECHNOLOGY INC | P | 2014-10-14 | 2014-10-30 | $95,829 | $76,174 | $19,655 | $19,655 |
| 1900. MONDELEZ INTERNATIONAL INC | P | 2014-05-07 | 2014-07-16 | $72,256 | $72,447 | -$191 | -$191 |
| 1700. MOSAIC CO | P | 2014-01-09 | 2014-02-06 | $78,318 | $78,557 | -$239 | -$239 |
| 12500. SPRINT CORP | D | 2013-11-14 | 2014-01-02 | $128,375 | $36,715 | $91,660 | $91,660 |
| 3500. SPRINT CORP | D | 2013-11-14 | 2014-02-07 | $28,175 | $10,280 | $17,895 | $17,895 |
| 1200. SPRINT CORP | D | 2013-11-14 | 2014-06-05 | $11,151 | $3,525 | $7,626 | $7,626 |
| 7800. SPRINT CORP | D | 2013-11-14 | 2014-07-03 | $66,363 | $22,910 | $43,453 | $43,453 |
| 400. VANGUARD NATURAL RESOURCES | P | 2014-02-26 | 2014-08-28 | $11,671 | $11,808 | -$137 | -$137 |
| 225. WP CAREY INC | P | 2014-01-09 | 2014-08-19 | $15,410 | $13,789 | $1,621 | $1,621 |
| 2600. WEYERHAEUSER CO | P | 2014-01-07 | 2014-04-23 | $74,306 | $80,986 | -$6,680 | -$6,680 |
| 1075. DELPHI AUTOMOTIVE PLC | P | 2014-04-23 | 2014-07-16 | $74,546 | $74,015 | $531 | $531 |
| 120. ALTISOURCE PORTFOLIO SOLLITIONS | P | 2014-01-21 | 2014-04-09 | $14,208 | $17,874 | -$3,666 | -$3,666 |
| 110. ALTISOURCE PORTFOLIO SOLLITIONS | P | 2014-01-21 | 2014-06-16 | $12,803 | $16,385 | -$3,582 | -$3,582 |
| 845. ALTISOURCE PORTFOLIO SOLLITIONS | P | 2014-08-12 | 2014-10-27 | $60,401 | $102,377 | -$41,976 | -$41,976 |
| 225. LYONDELLBASELL INDUSTRIES NV CL A | P | 2014-01-07 | 2014-03-11 | $20,469 | $17,688 | $2,781 | $2,781 |
| 1100. LYONDELLBASELL INDUSTRIES NV CL A | P | 2014-10-30 | 2014-12-02 | $84,740 | $90,428 | -$5,688 | -$5,688 |
| 2600. SEADRILL PARTNERS LLC UNIT | P | 2014-01-06 | 2014-03-21 | $78,242 | $79,518 | -$1,276 | -$1,276 |
| 2300. SEADRILL PARTNERS LLC UNIT | P | 2014-07-16 | 2014-12-01 | $38,722 | $72,116 | -$33,394 | -$33,394 |
| 4500. BROOKFIELD RESIDENTIAL PROPERTIES INC | P | 2012-12-04 | 2014-01-02 | $107,546 | $73,429 | $34,117 | $34,117 |
| 1100. BROOKFIELD RESIDENTIAL PROPERTIES INC | P | 2012-12-04 | 2014-01-06 | $26,006 | $17,949 | $8,057 | $8,057 |
| 3400. BROOKFIELD RESIDENTIAL PROPERTIES INC | P | 2012-12-04 | 2014-10-27 | $78,661 | $55,480 | $23,181 | $23,181 |
| 1450. LEVEL 3 COMMUNICATIONS INC | P | 2013-10-18 | 2014-10-30 | $65,651 | $40,690 | $24,961 | $24,961 |
| 525. LEVEL 3 COMMUNICATIONS INC | P | 2013-10-18 | 2014-12-01 | $25,644 | $14,733 | $10,911 | $10,911 |
| 1000. LINN CO LLC | P | 2012-10-15 | 2014-02-26 | $31,179 | $38,330 | -$7,151 | -$7,151 |
| 2950. MICRON TBCHNOLOGY INC | P | 2013-10-23 | 2014-10-30 | $92,687 | $48,744 | $43,943 | $43,943 |
| 650. MICRON TBCHNOLOGY INC | P | 2013-10-23 | 2014-11-14 | $21,136 | $10,740 | $10,396 | $10,396 |
| 4000. PIMCO DYNAMIC CREDIT INCOME FUND | P | 2013-01-31 | 2014-02-27 | $91,718 | $87,759 | $3,959 | $3,959 |
| 2000. VANGUARD NATURAL RESOURCES | P | 2013-07-15 | 2014-08-28 | $58,352 | $46,136 | $12,216 | $12,216 |
| 800. HOME LOAN SERVICING SOLUTIONS LTD | D | 2012-11-06 | 2014-07-16 | $18,375 | $10,848 | $7,527 | $7,527 |
| CAPITAL GAINS DIVIDENDS | P | $1,147 | $1,147 | $1,147 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $423,045 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $46,777 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,356,306 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.034489 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $40,520 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $495,817 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.081724 | DistributionYr2Rt |
| Total Distribution | 0.116213 | TotalDistributionRt |
| Average Distribution | 0.058107 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,154,151 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $125,171 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,433 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $129,604 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $76,432 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,865 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,865 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,865 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $9 | EsPenaltyAmt |
| Overpayment | $526 | OverpaymentAmt |
| Applied To ES Tax | $526 | 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 | 0.00 | $0 | $0 | $0 |
| KATHERINE WENNING | ||||||||
| 1095 PARK AVENUE | NEW YORK | NY | 10128 | TREASURER | 0.00 | $0 | $0 | $0 |
| MENACHEM ROSENBERG | ||||||||
| 400 GARDEN CITY PLAZA | GARDENI CITY | NY | 11530 | DIRECTOR | 0.00 | $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 | $1,780,534 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $406,421 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,186,955 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,186,955 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,804 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,154,151 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $107,708 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $107,708 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,865 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,865 | TotalTaxAmt |
| Distributable Before Adj | $98,843 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $98,843 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $98,843 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $76,432 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $76,432 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $76,432 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $98,843 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $19,761 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $19,761 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $76,432 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $76,432 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $19,761 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $19,761 | 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 | $2,650 | 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 (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ACKERMAN INSTITUTE FOR THE FAMILY | ||||||||||
| 936 BROADWAY | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,610 | |||
| 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 | $350 | |||
| CHILDRENS TUMOR FOUNDATION | ||||||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 | |||
| CITY HARVEST | ||||||||||
| 6 EAST 32ND STREET | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||
| CITY MEALS ON WHEELS | ||||||||||
| 355 LEXINGTON AVENUE 3 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | UNRESTRICTED | $9,000 | |||
| FOUR FREEDOMS PARK CONSERVANCY | ||||||||||
| 1 FDR FOUR FREEDOMS PARK | ROOSEVELT ISLAND | NY | 10044 | NONE | PUBLIC CHARITY | UNRESTRICTED | $850 | |||
| FUND FOR PARK AVENUE | ||||||||||
| 445 PARK AVENUE | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 | |||
| GREENWOOD CONSULTING REFERRALS INC | ||||||||||
| 25 SOUTH ST | LITCHFIELD | CT | 06759 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,250 | |||
| GUNN MEMORIAL LIBRARY & MUSEUM | ||||||||||
| PO BOX 1273 5 WYKEHAM ROAD | WASHINGTON | CT | 06793 | NONE | PUBLIC CHARITY | UNRESTRICTED | $7,400 | |||
| HUNTS POINT ALLIANCE FOR CHILDREN | ||||||||||
| 1231 LAFAYETTE AVE | NEW YORK | NY | 10474 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 | |||
| JASA | ||||||||||
| 247 WEST 37TH STREET | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,000 | |||
| LYMPHOMA RESEARCH FOUNDATION | ||||||||||
| 115 BROADWAY | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |||
| MACULAR DEGENERATION RESEARCH | ||||||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 | |||
| MSILCC | ||||||||||
| 1275 YORK AVENUE | NEW MILFORD | NE | 10065 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |||
| NY SYMPHONY | ||||||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | UNRESTRICTED | $400 | |||
| PRINCESS MARGARET CANCER CENTER | ||||||||||
| NONE | PUBLIC CHARITY | UNRESTRICTED | $500 | 610 UNIVERSITY AVE | ON | CA | ||||
| PUBLICOLOR | ||||||||||
| 149 MADISON AVE 1201 | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||
| SEVENTH REGIMENT AMOUR CONSERVANCY INC | ||||||||||
| 643 PARK AVE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 | |||
| STEEP ROCK ASSOCIATION INC | ||||||||||
| PO BOX 279 | WASHINGTON DEPOT | CT | 06794 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |||
| THE DALTON SCHOOL | ||||||||||
| 108 E 89TH STREET | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |||
| WASHINGTON AMBULANCE ASSOCIATION | ||||||||||
| PO BOX 294 | WASHINGTON DEPOT | CT | 06794 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |||
| WASHINGTON ENVIRONMENTAL COUNCIL | ||||||||||
| PO BOX 283 | WASHINGTON DEPOT | CT | 06794 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 | |||
| WASHINGTON SCHOLARSHIP FUND | ||||||||||
| PO BOX 243 | WASHINGTON DEPOT | CT | 06794 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |||
| WEILL CORNELL MEDICAL COLLEGE | ||||||||||
| 1300 YORK AVENUE BOX 314 | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||
| WEST END RESIDENCES HDFS | ||||||||||
| 475 RIVERSIDE DRIVE | NEW ORK | NY | 10115 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 | |||
| WOMENS HEALTH INITIATIVE OF MT SINAI | ||||||||||
| 5 EAST 98TH STREET | NEW YORK | NY | 10029 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $75,860 | 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 | $45,409 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $423,045 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $468,454 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $468,454 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MICHAEL DENNIS | |||||||
| 1 | 1095 PARK AVENUE | NEW YORK | NY | 10128 | $81,807 | Yes (X) | Yes (X) |
| MICHAEL DENNIS | |||||||
| 2 | 1095 PARK AVENUE | NEW YORK | NY | 10128 | $179,320 | Yes (X) | Yes (X) |
| MICHAEL DENNIS | |||||||
| 3 | 1095 PARK AVENUE | NEW YORK | NY | 10128 | $225,785 | Yes (X) | Yes (X) |
| MICHAEL DENNIS | |||||||
| 4 | 1095 PARK AVENUE | NEW YORK | NY | 10128 | $250 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 3,300 SHRS AMERICAN AIRLINES | $81,807 | 2014-10-30 |
| 2 | 4,000 SHRS LEVEL 3 COMMUNICATIONS | $179,320 | 2014-10-30 |
| 3 | 7,000 SHRS MICRON TECHNOLOGY | $225,785 | 2014-10-30 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $1,820,401 | EOYBookValueAmt |
| EOYFMV | $2,048,579 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $293,736 | BookValueAmt |
| EOYFMV | $319,923 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $2,083 | BOYBookValueAmt |
| EOY Book Value | $4,191 | EOYBookValueAmt |
| EOYFMV | $4,191 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | APPRECIATED VALUE OF DONATED STOCK | Desc |
| Amt | $177,225 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKER FEES | $13,947 | $13,947 | $0 |
| FILING FEES | $572 | $0 | $572 |
| FOREIGN CURRENCY LOSSES | $4,500 | $4,500 | $0 |
| VANGUARD NATURAL RESOURCES LLC - LOSSES FROM PASS THROUGH | $567 | $567 | $0 |
| CEDAR FAIR LP - LOSSES FROM PASSTHROUGH | $4,402 | $4,402 | $0 |
| GENESIS ENERGY LP - LOSSES FROM PASS THROUGH | $1,700 | $1,700 | $0 |
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 |
|---|---|---|---|
| FEDERAL EXCISE TAX | $8,492 | $0 | $0 |
| FOREIGN TAXES | $76 | $76 | $0 |
Comments