WENDEN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WENDEN FOUNDATION (EIN 45-5548749)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-04
- IRS object ID
- 202443099349100719
- Schema version
- 2023v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-04T08:59:33-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 RXR PLAZA WEST TOWER | AddressLine1Txt |
| City | UNIONDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11556 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455548749 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WENDEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEND | BusinessNameControlTxt |
| Phone | 2123152082 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 68 LOWER CHURCH HILL ROAD | AddressLine1Txt |
| City | WASHINGTON DEPOT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06794 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL DENNIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5167472000 | PhoneNum |
| Signature | 2024-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN SCHLACHTER | PreparerPersonNm |
| PTIN | P00288352 | PTIN |
| Phone | 5167472000 | PhoneNum |
| Preparation | 2024-11-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,734,094 | 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 | $248,470 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $211,440 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,356 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,783,036 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,356 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$125,867 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $152,959 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $241,796 | 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 | $15,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,975 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,975 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $26,947 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,703 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $57,837 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $57,515 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $322 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $100,734 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,193 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,297 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $254,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $254,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $355,034 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,193 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $262,597 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$202,075 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $174,603 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $852,230 | CashBOYAmt |
| Cash EOY | $687,623 | CashEOYAmt |
| Cash EOYFMV | $687,623 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,759,641 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,634,550 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,634,550 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,745,394 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,411,921 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,411,921 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,357,265 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,734,094 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,734,094 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,357,265 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,734,094 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,357,265 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,734,094 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,357,265 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,734,094 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,357,265 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$202,075 | ExcessRevenueOverExpensesAmt |
| Other Increases | $578,904 | OtherIncreasesAmt |
| Subtotal | $5,734,094 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,734,094 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| K-1 SUBURBAN PROPANE PARTNERS LP | -$72 | -$72 | |||
| K-1 GREEN PLAIN PARTNERS LP | -$1,120 | -$1,120 | |||
| K-1 SUNOCO LP | $55 | $55 | |||
| K-1 ENTERPRISE PRODUCTS PARTNERS LP | -$132 | -$132 | |||
| K-1 CRESTWOOD EQUITY PARTNERS, LP | $10,782 | $10,782 | |||
| K-1 ENERGY TRANSFER PARTNERS LP | -$10,263 | -$10,263 | |||
| K-1 MPLX LP | -$38 | -$38 | |||
| K-1 FERNWOOD ASSOCIATES LLC | $3,077 | $3,077 | |||
| K-1 CVR PARTNERS LP | $3,955 | $3,955 | |||
| PUBLICLY TRADED SECURITIES | $23,554 | $23,554 | $2,782,478 | $2,758,924 | |
| CAPITAL GAINS DIVIDENDS | $558 | $558 | $558 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,356 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,427 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,427 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,427 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $141 | EsPenaltyAmt |
| Overpayment | $2,932 | OverpaymentAmt |
| Applied To ES Tax | $2,932 | 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 | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL DENNIS | IndividualWithBooksNm |
| Phone | 2123152082 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 68 LOWER CHURCH HILL ROAD | AddressLine1Txt |
| City | WASHINGTON DEPOT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06794 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL DENNIS | ||||||||
| 68 LOWER CHURCH HILL ROAD | WASHINGTON DEPOT | CT | 06794 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| KATHERINE WENNING | ||||||||
| 68 LOWER CHURCH HILL ROAD | WASHINGTON DEPOT | CT | 06794 | TREASURER | 1.00 | $0 | $0 | $0 |
| MIKE ROSENBERG | ||||||||
| 68 LOWER CHURCH HILL ROAD | WASHINGTON DEPOT | CT | 06794 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,611,367 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $752,804 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,364,171 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,364,171 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,463 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,283,708 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $264,185 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $264,185 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,427 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,427 | TotalTaxAmt |
| Distributable Before Adj | $261,758 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $261,758 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $261,758 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $262,597 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $262,597 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $261,758 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $25,085 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $9,716 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $34,801 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $262,597 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $261,758 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $839 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $35,640 | 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 | $35,640 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $25,085 | ExcessFromYear3Amt |
| Excess From Year1 | $9,716 | ExcessFromYear1Amt |
| Excess From Current Year | $839 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL DENNIS | ContributingManagerNm |
| Contributing Manager | KATHERINE WENNING | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 92ND ST Y | ||||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $1,000 | |
| ACKERMAN INSTITUTE FOR THE FAMILY | ||||||||
| 936 BROADWAY | NEW YORK | NY | 10010 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $3,000 | |
| AFTER SCHOOL ARTS PROGRAM INC | ||||||||
| PO BOX 15 | WASHINGTON DEPOT | CT | 06794 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $5,000 | |
| AMALGAMATED CHARITABLE FOUNDATION INC | ||||||||
| 1825 KSTNW | WASHINGTON DC | DC | 200061202 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $1,000 | |
| AMERICAN AUSTRIAN FUND | ||||||||
| 150 E 42ND STREET FL 28 | NEW YORK | NY | 10017 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $400 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 3380 CHASTAIN MEADOWS PKWY STE 200 | KENNESAW | GA | 301445882 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $1,000 | |
| AMNESTY INTERNATIONAL | ||||||||
| 311 W 43RD STREET 7TH FL | NEW YORK | NY | 10036 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $1,000 | |
| ASAP MINISTRIES | ||||||||
| 105 SOUTH CASS STREET | BERRIEN SPRINGS | MI | 49103 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $6,000 | |
| BRIGHTFOCUS FOUNDATION | ||||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $5,000 | |
| BRYN MAWR COLLEGE | ||||||||
| 101 N MERION AVE | BRYN MAWR | PA | 19010 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $5,000 | |
| CARNEGIE HILL NEIGHBORS | ||||||||
| 170 E 91ST STREET | NEW YORK | NY | 10128 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $500 | |
| CHARITY NAVIGATOR | ||||||||
| PO BOX 6002 | BELLMAWR | NJ | 08099 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $500 | |
| CITY HARVEST | ||||||||
| 6 EAST 32ND STREET | NEW YORK | NY | 10016 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $5,000 | |
| CITY MEALS ON WHEELS | ||||||||
| 355 LEXINGTON AVENUE 3 | NEW YORK | NY | 10017 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $7,500 | |
| COMMON GROUND | ||||||||
| 1410 S TELEGRAPH RD | BLOOMFLD HLS | MI | 483020046 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $5,000 | |
| CONNECTICUT FOOD BANK | ||||||||
| 2 RESEARCH PARKWAY | WALLINGFORD | CT | 06492 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $5,500 | |
| DIRECT RELIEF | ||||||||
| 27 SOUTH LA PATERA LANE | SANTA BARBARA | CA | 93117 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $49,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $5,000 | |
| ENTERPRISE COMMUNITY PARTNERS | ||||||||
| 11000 BROKEN LAND PKWY | COLUMBIA | MD | 210443541 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $10,000 | |
| FARM TABLE FOUNDATION | ||||||||
| 110 KELLER AVE | N AMERY | WI | 54001 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $1,000 | |
| FEEDING AMERICA | ||||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $1,000 | |
| FOUR FREEDOMS PARK CONSERVANCY | ||||||||
| 1 FDR FOUR FREEDOMS PARK | ROOSEVELT ISLAND | NY | 10044 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $5,000 | |
| FRESH AIR FUND | ||||||||
| 633 3RD AVE FL 14 | NEW YORK | NY | 10017 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $2,500 | |
| FRIENDS OF THE SACRAMENTO PUBLIC LIBRARY | ||||||||
| 828 I STREET NO 308 | SACREMENTO | CA | 95814 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $2,500 | |
| FRIENDS WITHOUT BORDERS | ||||||||
| PO BOX 118740 | CARROLLTON | TX | 750118740 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $5,000 | |
| GLOBALGIVING | ||||||||
| 1110 VERMONT AVENUE NW SUITE 550 | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $26,000 | |
| GREENWOODS CONSULTING REFERRALS INC | ||||||||
| 25 SOUTH ST | LITCHFIELD | CT | 06759 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $2,000 | |
| GUNN MEMORIAL LIBRARY & MUSEUM | ||||||||
| PO BOX 1273 5 WYKEHAM ROAD | WASHINGTON | CT | 06793 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $8,000 | |
| HEART TO HEART INTERNATIONAL | ||||||||
| 11550 RENNER BLVD | LENEXA | KS | 662199600 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $5,000 | |
| HOLLISTER HOUSE GARDEN | ||||||||
| PO BOX 1454 | WASHINGTON | CT | 067930454 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $750 | |
| HOUSATONIC VALLEY ASSOCIATION | ||||||||
| PO BOX 28 | CORNWALL BRIDGE | CT | 06754 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $300 | |
| JASA | ||||||||
| 247 WEST 37TH STREET | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $5,000 | |
| LAKE WARAMAUG TASK FORCE | ||||||||
| 19 SACKETT HILL ROAD | WARREN | CT | 06754 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $250 | |
| LETS WIN PANCREATIC CANCER FOUNDATION | ||||||||
| 422 E 72ND ST APT 9D | NEW YORK | NY | 100214618 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $5,000 | |
| MACKOOL EYE INSTITUTE RESEARCH FOUNDATION INC | ||||||||
| 4079 FOUNDERS CLUB DR | SARASOTA | FL | 34240 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $2,000 | |
| MANHATTAN EYE EAR AND THROAT HOSPITAL | ||||||||
| 210 E 64TH ST | NEW YORK | NY | 10065 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $500 | |
| MOUNT SINAI SCHOOL OF MEDICINE | ||||||||
| 1 GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $1,000 | |
| NATIONAL CANCER RESEARCH CENTER | ||||||||
| 1025 CONNECTICUT AVENUE NW STE 1012 | WASHINGTON | DC | 20090 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $500 | POB 96676 |
| NEW MILFORD REFUGEE RESETTLEMENT | ||||||||
| PO BOX 677 | NEW MILFORD | CT | 067760677 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $2,000 | |
| NEXTGEN CLIMATE AMERICA INC | ||||||||
| 220 MONTGOMERY ST STE 300 | SAN FRANCISCO | CA | 941043436 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $1,000 | |
| NORTHWEST CONNECTICUT COMMUNITY FOUNDATION INC | ||||||||
| PO BOX 1144 | TORRINGTON | CT | 067901144 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $3,500 | |
| NORTHWEST CT LAND CONSERVATORY | ||||||||
| 5 MAPLE ST | KENT | CT | 06757 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $4,600 | |
| NUVANCE HEALTH | ||||||||
| 1351 ROUTE 55 | LAGRANGEVILLE | NY | 125405108 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $3,000 | |
| PAN-MASSACHUSETTS CHALLENGE INC | ||||||||
| 77 4TH AVE | NEEDHAM | MA | 024942704 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $1,000 | |
| PILOBOLUS INC | ||||||||
| 6 CALHOUN STREET | WASHINGTON DEPOT | CT | 067940000 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $1,000 | |
| PUBLICOLOR | ||||||||
| 149 MADISON AVE 1201 | NEW YORK | NY | 10016 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $10,000 | |
| SAINT JUDES CHILDRENS HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $1,500 | |
| SANTA BARBARA FOUNDATION | ||||||||
| 1111 CHAPALA ST STE 200 | SANTA BARBARA | CA | 931013100 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $3,500 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $2,000 | |
| STAMFORD HOSPITAL HEALTH FOUNDATION INC | ||||||||
| 1 HOSPITAL PLZ | STAMFORD | CT | 069023602 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $5,000 | |
| STEEP ROCK ASSOCIATION INC | ||||||||
| PO BOX 279 | WASHINGTON DEPOT | CT | 06794 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $500 | |
| THE DALTON SCHOOL | ||||||||
| 108 E 89TH STREET | NEW YORK | NY | 10128 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $2,500 | |
| THE GARDEN CONSERVANCY | ||||||||
| PO BOX 608 | GARRISON | NY | 10524 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $250 | |
| WASHINGTON AMBULANCE ASSOCIATION | ||||||||
| PO BOX 294 | WASHINGTON DEPOT | CT | 06794 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $10,000 | |
| WASHINGTON ART ASSOCIATION | ||||||||
| 4 BRYAN MEMORIAL PLAZA | WASHINGTON DEPOT | CT | 06794 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $1,000 | |
| WASHINGTON COMMUNITY FUND | ||||||||
| PO BOX 1213 | WASHINGTON | CT | 06793 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $2,000 | |
| WASHINGTON ENVIRONMENTAL COUNCIL | ||||||||
| PO BOX 283 | WASHINGTON DEPOT | CT | 06794 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $750 | |
| WASHINGTON PARK FOUNDATION INC | ||||||||
| PO BOX 142 | WASHINGTON | CT | 06794 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $2,500 | |
| WASHINGTON VOLUNTEER FIRE DEPARTMENT | ||||||||
| PO BOX 244 | WASHINGTON DT | CT | 067940244 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $1,000 | |
| WORDS WITHOUT BORDERS | ||||||||
| 147 PRINCE ST | NEW YORK | NY | 112013022 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $1,000 | |
| WORLD CENTRAL KITCHEN INCORPORATED | ||||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON DC | DC | 200010000 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE GRANT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $254,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $248,470 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30,356 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (8 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| CRESTWOOD EQUITY PARTNERS LP | 900003 | -$77,819 |
| CVR PARTNERS LP | 900003 | -$3,922 |
| ENERGY TRANSFER PARTNERS LP | 900003 | -$8,491 |
| ENTERPRISE PRODUCT PARTNER | 900003 | -$12,969 |
| GREEN PLAINS PARTNERS LP | 900003 | -$14,158 |
| MPLX LP | 900003 | -$2,899 |
| SUBURBAN PROPANE PARTNERS LP | 900003 | -$3,714 |
| SUNOCO LP | 900003 | -$1,895 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$125,867 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $278,826 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $152,959 | 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 | $15,950 | Amt |
| Net Investment Income | $7,975 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,975 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $3,634,550 | EOYBookValueAmt |
| EOYFMV | $3,634,550 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS - ENERGRY TRANSFER LP | FMV | $690,704 | $690,704 |
| INVESTMENTS - MPLX | FMV | $249,696 | $249,696 |
| INVESTMENTS - ENTERPRISE PRODUCT PARTNERS | FMV | $210,800 | $210,800 |
| INVESTMENTS - GREEN PLAINS PARTNERS LP | FMV | $114,570 | $114,570 |
| INVESTMENTS - MACH NATURAL RESOURCES | FMV | $146,151 | $146,151 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKER FEES | $36,688 | $36,688 | $0 |
| FILING FEES | $322 | $0 | $322 |
| PASS-THROUGH EXPENSES | $20,827 | $20,827 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| CRESTWOOD EQUITY PARTNERS LP | -$77,819 | -$77,819 |
| CVR PARTNERS LP | -$3,922 | -$3,922 |
| ENERGY TRANSFER PARTNERS LP | -$8,491 | -$8,491 |
| ENTERPRISE PRODUCT PARTNER | -$12,969 | -$12,969 |
| GREEN PLAINS PARTNERS LP | -$14,158 | -$14,158 |
| MPLX LP | -$2,899 | -$2,899 |
| SUBURBAN PROPANE PARTNERS LP | -$3,714 | -$3,714 |
| SUNOCO LP | -$1,895 | -$1,895 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS) | Desc |
| Amt | $578,904 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS TAXES | $25 | $0 | $0 |
| FOREIGN TAXES | $1,703 | $1,703 | $0 |
| FEDERAL TAX | $25,219 | $0 | $0 |