WENDEN FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WENDEN FOUNDATION (EIN 45-5548749)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201441359349100419
- Schema version
- 2013v3.0
- 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 | 2014-05-15T08:24:14-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 GARDEN CITY PLAZA | AddressLine1 |
| City | GARDEN CITY | City |
| State | NY | State |
| ZIP Code | 115303323 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10128 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL DENNIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2123152082 | PhoneNum |
| Signature | 2014-05-15 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,986,652 | 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 | $1,041,155 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $182 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $182 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,767 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,767 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $500,530 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,355,002 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $500,530 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,570,634 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $529,479 | 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 |
| Interest Rev And Expnss | $28 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,842 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,176 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,976 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,714 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $262 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,846 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,890 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $262 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $46,515 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $46,515 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,361 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,890 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $46,777 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,506,273 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $526,589 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,977 | CashBOYAmt |
| Cash EOY | $67,349 | CashEOYAmt |
| Cash EOYFMV | $67,349 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $254,331 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $927,828 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $927,828 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $489,278 | CorporateStockBOYAmt |
| Corporate Stock EOY | $632,475 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $932,435 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $50,361 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $59,040 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,083 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $757,586 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,680,096 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,986,652 | 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 | $757,586 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,680,096 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $757,586 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,680,096 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $757,586 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,680,096 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $757,586 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,506,273 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,263,859 | SubtotalAmt |
| Other Decreases | $583,763 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,680,096 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| HOME LOAN SERVICING (HLSE) SOLUTIONS LTD - 6000 SHRS | D | 2012-11-06 | 2013-07-17 | $136,421 | $81,360 | $55,061 | $55,061 |
| HALCON RESOURCES CORPORATION-11000 SHRS | D | 2012-12-27 | 2013-01-14 | $85,388 | $29,480 | $55,908 | $55,908 |
| CROWN HOLDINGS- 7000 SHARES | D | 2008-12-10 | 2013-07-18 | $280,360 | $157,320 | $123,040 | $123,040 |
| CELGENE CORP (CELG) - 4165 | D | 2013-04-23 | 2013-07-15 | $557,391 | $229,966 | $327,425 | $327,425 |
| SILVER BAY RLTY TR CORP (SBY) - 195 SHRS | P | 2013-04-02 | 2013-05-15 | $3,634 | $3,783 | -$149 | -$149 |
| CRESCENT POINT ENERGY CORP - 1000 SHRS | P | 2012-12-11 | 2013-07-12 | $36,136 | $36,530 | -$394 | -$394 |
| PIMCO DYNAMIC CR INCOME FD- 4000 SHRS | P | 2013-01-28 | 2013-12-03 | $88,473 | $100,000 | -$11,527 | -$11,527 |
| RENEGADE PERTOLEUM LTD- 20000 SHRS | P | 2013-01-28 | 2013-12-19 | $17,059 | $49,319 | -$32,260 | -$32,260 |
| TWO HARBORS INVESTMENT CORP - 4000 SHRS | P | 2013-03-20 | 2013-07-09 | $39,754 | $54,562 | -$14,808 | -$14,808 |
| WILLIAM COMPANIES INC- 1500 SHRS | P | 2013-05-22 | 2013-07-18 | $50,874 | $56,374 | -$5,500 | -$5,500 |
| ING U S INC - 2000 SHRS | P | 2013-06-04 | 2013-07-18 | $59,481 | $55,778 | $3,703 | $3,703 |
| SILVER BAY RLTY TR - CIL | P | 2013-04-02 | 2013-05-15 | $6 | $6 | $6 | |
| CAPITAL GAINS DIVIDENDS | P | $25 | $25 | $25 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $500,530 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $40,520 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $495,817 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.081724 | DistributionYr1Rt |
| Total Distribution | 0.081724 | TotalDistributionRt |
| Average Distribution | 0.081724 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,356,306 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $110,843 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,266 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $116,109 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $46,777 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,532 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,532 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,532 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $60 | EsPenaltyAmt |
| Overpayment | $908 | OverpaymentAmt |
| Applied To ES Tax | $908 | 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 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10128 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $731,809 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $645,151 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,376,960 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,376,960 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,654 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,356,306 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $67,815 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $67,815 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,532 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,532 | TotalTaxAmt |
| Distributable Before Adj | $57,283 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $57,283 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $57,283 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $46,777 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $46,777 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $46,777 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,283 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $30,267 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $30,267 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $46,777 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $46,777 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $10,506 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $10,506 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,761 | 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 | $19,761 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $19,761 | ExcessFromYear1Amt |
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 (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CITY HARVEST | |||||||
| 6 EAST 32ND STREET | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | UNRESTRICTED | $6,000 |
| CITY MEALS ON WHEELS | |||||||
| 355 LEXINGTON AVENUE 3 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | UNRESTRICTED | $6,000 |
| GREENWOOD CONSULTING REFERRALS INC | |||||||
| 25 SOUTH ST | LITCHFIELD | CT | 06759 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,015 |
| GUNN MEMORIAL LIBRARY & MUSEUM | |||||||
| PO BOX 1273 5 WYKEHAM ROAD | WASHINGTON | CT | 06793 | NONE | PUBLIC CHARITY | UNRESTRICTED | $4,500 |
| HUNTS POINT ALLIANCE FOR CHILDREN | |||||||
| 1231 LAFAYETTE AVE | NEW YORK | NY | 10474 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| JASA | |||||||
| 247 WEST 37TH STREET | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| 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 | $3,500 |
| MEMORIAL SLOAN KETTERING CANCER CARE | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| NEW MILFORD VISITING NURSE ASSOCIATION | |||||||
| 68 PARK LANE ROAD | NEW MILFORD | CT | 06776 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| ONE FUND FOR BOSTON | |||||||
| PO BOX 990009 | BOSTON | MA | 02199 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| PUBLICOLOR | |||||||
| 149 MADISON AVE 1201 | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| SANTUARY FOR FAMILIES | |||||||
| PO BOX 1406 WALL STREET STATION | NEW YORK | NY | 10268 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| 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 | $500 |
| UNICEF | |||||||
| 3 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| WASHINGTON COMMUNITY FUND | |||||||
| PO BOX 1213 | WASHINGTON | CT | 06793 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| WASHINGTON VOLUNTEER FIRE DISTRICT | |||||||
| PO BOX 244 | WASHINGTON DEPOT | CT | 06794 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $46,515 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $182 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,767 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $500,530 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $529,479 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $529,479 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MICHAEL DENNIS | |||||||
| 1 | 1095 PARK AVENUE | NEW YORK | NY | 10128 | $145,941 | Yes (X) | Yes (X) |
| MICHAEL DENNIS | |||||||
| 2 | 1095 PARK AVENUE | NEW YORK | NY | 10128 | $405,924 | Yes (X) | Yes (X) |
| MICHAEL DENNIS | |||||||
| 3 | 1095 PARK AVENUE | NEW YORK | NY | 10128 | $217,935 | Yes (X) | Yes (X) |
| MICHAEL DENNIS | |||||||
| 4 | 1095 PARK AVENUE | NEW YORK | NY | 10128 | $3,355 | Yes (X) | |
| MICHAEL DENNIS | |||||||
| 5 | 1095 PARK AVENUE | NEW YORK | NE | 10128 | $268,000 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,150 SHS CELGENE CORP. (CELG) | $145,941 | 2013-04-23 |
| 2 | 3,015 SHS CELGENE CORP (CELG) | $405,924 | 2013-07-12 |
| 3 | 9,000 SHS BROOKFIELD RESIDENTIAL PROPERTIES | $217,935 | 2013-12-30 |
| 5 | 25,000 SHS SPRINT CORP | $268,000 | 2013-12-30 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $632,475 | EOYBookValueAmt |
| EOYFMV | $932,435 | 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 | $50,361 | BookValueAmt |
| EOYFMV | $59,040 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $2,083 | EOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | APPRECIATED VALUE OF DONATED STOCK | Description |
| Amount | $583,763 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $24 | $12 | $12 |
| BROKER FEES | $468 | $468 | $0 |
| FILING FEES | $250 | $0 | $250 |
| VANGUARD NATURAL RESOURCES - LOSSES FROM PASS THROUGH | $1,234 | $1,234 | $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 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10128 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $14,666 | $0 | $0 |
| FOREIGN TAXES | $1,176 | $1,176 | $0 |
Comments