FRANK X WENY & MARY ETHEL WENY CHARITABLE TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FRANK X WENY & MARY ETHEL WENY CHARITABLE TRUST (EIN 31-6636669)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-25
- IRS object ID
- 202042699349100604
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Mortgages And Notes Payable Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-25T09:39:11-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223546656 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOGSTRA GREULICH PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 RIVER RD STE I-4A | AddressLine1Txt |
| City | MONTVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070458923 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316636669 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK X & MARY ETHEL WENY | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 9738318700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2035 HAMBURG TURNPIKE RM/STE E | AddressLine1Txt |
| City | WAYNE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07470 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM HANSE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9738318700 | PhoneNum |
| Signature | 2020-09-14 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW DEPERI CPA | PreparerPersonNm |
| PTIN | P02184420 | PTIN |
| Phone | 9732999443 | PhoneNum |
| Preparation | 2020-09-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.99.190.118 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-25 | IPDt |
| IP Tm | 09:39:11 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | ECE4067DCAB2C3B3F6A81C8EDC65C0C7423354BD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 09B3CEA88E8DF29FFFF7C060700AA114302576FF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,143,464 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $100 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $100 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $30,381 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,381 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $100,412 | GrossRentsRevAndExpnssAmt |
| Net Rental Income Or Loss | $100,412 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $737,710 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,240,338 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $815,557 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $200,042 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,068,645 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $846,038 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $71,544 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,450 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $12,114 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $12,114 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,880 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $15,000 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $57 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $57 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,282 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,282 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $117,877 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,789 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,114 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $314,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $491,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $431,877 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,789 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $503,614 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $636,768 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $822,249 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $132,477 | CashBOYAmt |
| Cash EOY | $5,126,036 | CashEOYAmt |
| Cash EOYFMV | $5,126,036 | CashEOYFMVAmt |
| Corporate Stock BOY | $116,028 | CorporateStockBOYAmt |
| Other Investments BOY | $7,636,625 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,436,928 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,017,428 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $6,239 | OtherAssetsBOYAmt |
| Other Assets EOY | $23,885 | OtherAssetsEOYAmt |
| Total Assets BOY | $7,891,369 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,586,849 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,143,464 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $1,075,000 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $1,075,000 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $35,434 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $102,368 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,110,434 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,177,368 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $35,211 | CapitalStockBOYAmt |
| Capital Stock EOY | $35,211 | CapitalStockEOYAmt |
| Retained Earning BOY | $6,745,724 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,374,270 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,780,935 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,409,481 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,891,369 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,586,849 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,780,935 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $636,768 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,417,703 | SubtotalAmt |
| Other Decreases | $8,222 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,409,481 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BEE DIC REALTY | P | 2009-04-17 | 2019-12-30 | $1,325,954 | $1,107,857 | $218,097 | $218,097 |
| FAO REALTY | P | 1974-01-01 | 2019-12-30 | $1,055,075 | $918,027 | $137,048 | $137,048 |
| CRANBERRY REALTY | P | 1979-03-01 | 2019-12-30 | $2,635,000 | $2,174,708 | $460,292 | $460,292 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $815,557 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $725,797 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,268,416 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054701 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $645,429 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,610,368 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051182 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $507,462 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,034,651 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042167 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $492,838 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,957,102 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041217 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $360,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,576,375 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.031098 | DistributionYr5Rt |
| Total Distribution | 0.220365 | TotalDistributionRt |
| Average Distribution | 0.044073 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,786,301 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $475,385 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,222 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $483,607 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $503,614 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $8,222 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,222 | SubtotalAmt |
| Tax Based On Investment Income | $8,222 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,175 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $21,175 | TotalPaymentsAndCreditsAmt |
| Overpayment | $12,953 | OverpaymentAmt |
| Applied To ES Tax | $12,953 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANSE & ANDERSON LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9738318700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2035 HAMBURG TURNPIKE | AddressLine1Txt |
| City | WAYNE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07470 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM HANSE | ||||||||
| 2035 HAMBURG TURNPIKE | WAYNE | NJ | 07470 | TRUSTEE | 000.00 | $35,772 | $0 | $0 |
| ANTHONY LUDWIG | ||||||||
| 7 MAIN ST | GLEN ROCK | NJ | 07452 | TRUSTEE | 000.00 | $35,772 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $114,301 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $457,032 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,379,226 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,950,559 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $10,950,559 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $164,258 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,786,301 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $539,315 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $539,315 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,222 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,222 | TotalTaxAmt |
| Distributable Before Adj | $531,093 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $531,093 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $531,093 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $503,614 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $503,614 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,222 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $495,392 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $531,093 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $37,640 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $37,640 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $503,614 | QualifyingDistributionsAmt |
| Applied To Current Year | $503,614 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $27,479 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $27,479 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,161 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $10,161 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $10,161 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM HANSE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2035 HAMBURG TURNPIKE | AddressLine1Txt |
| City | WAYNE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07470 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9738318700 | RecipientPhoneNum |
| Form And Info And Materials | GRANT REQUESTS DO NOT REQUIRE ANY PRESCRIBED FORMAT; HOWEVER, THERE SHOULD BE A DETAILED DESCRIPTION OF THE NEED AND PURPOSE FOR WHICH THE FUNDS WILL BE UTILIZED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED AT ANY TIME WITH TIMELY RESPONSES CONCERNING REQUESTS | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE ONLY MADE TO OTHER CHARITABLE ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NEW CANAAN SOCIETY INC | |||||||
| P O BOX 111 | NEW CANAAN | CT | 06840 | NONE | PC | PROMOTE RELIGIOUS TEACHING | $42,500 |
| GRACE UNITED PRES CHURCH | |||||||
| 981 PREAKNESS AVENUE | WAYNE | NJ | 07470 | NONE | PC | PROMOTE RELIGIOUS TEACHING | $12,500 |
| YARMOUTH POLICE FOUNDATION | |||||||
| PO BOX 701 | YARMOUTH PORT | MA | 02675 | NONE | PC | POLICE FOUNDATION SUPPORT | $42,500 |
| MORGAN HOFFMAN FOUNDATION | |||||||
| 6060 PARKLAND BLVD SUITE | CLEVELAND | OH | 44124 | NONE | PC | GENERAL FUND | $20,000 |
| KENSINGTON COMMUNITY CHURCH | |||||||
| 1825 E SQUARE LAKE RD | TROY | MI | 48085 | NONE | PC | PROMOTE RELIGIOUS TEACHING | $10,000 |
| RON HUTCHCRAFT MINISTRIES | |||||||
| PO BOX 400 | HARRISON | AZ | 86036 | NONE | PC | PROMOTE RELIGIOUS TEACHING | $25,000 |
| NCS BERGEN COUNTY | |||||||
| 179 GODWIN AVE | WYCKOFF | NJ | 07481 | NONE | PC | MEN'S MINISTRIES | $5,000 |
| JAMES HENRY COUNSELING | |||||||
| PO BOX 110 | MIDLAND PARK | NJ | 07432 | NONE | PC | PROMOTE SOCIAL SERVICES | $10,000 |
| FIDELITY CHARITABLE | |||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | NONE | PC | GENERAL FUND | $45,000 |
| CRU | |||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | NONE | PC | GENERAL FUND | $30,000 |
| CARE HOUSE OF OAKLAND COUNTY | |||||||
| 44765 WOODWARD AVE | PONTIAC | MI | 48341 | NONE | PC | PREVENT CHILD ABUSE | $12,500 |
| IMPACT 100 OAKLAND COUNTY | |||||||
| 32785 EASTLADY DRIVE | BEVERLY HILLS | MI | 48025 | NONE | PC | GENERAL FUND | $1,000 |
| INSPIRE SPORTS CAMP | |||||||
| PO BOX 1050 | MAYWOOD | NJ | 07607 | NONE | PC | CAMP FOR UNDERSERVED YOUTH | $5,000 |
| HOW TO LIFE | |||||||
| PO BOX 121 | HARRISON | AR | 72602 | NONE | PC | CHRISTIAN YOUTH MOVEMENT | $12,500 |
| WEST SIDE PRESBYTERIAN CHURCH | |||||||
| 6 S MONROE ST | RIDGEWOOD | NJ | 07450 | NONE | PC | PROMOTE RELIGIOUS TEACHING | $100,000 |
| HELP A DIABETIC CHILD FOUNDATION | |||||||
| PO 110161 | NAPLES | FL | 34108 | NONE | PC | HELP DIABETIC CHILDREN | $50,000 |
| ASH CREEK CONSERVATION ASSN | |||||||
| 20 HADDON ST | BRIDGEPORT | CT | 06605 | NONE | PC | SUPPORT CONSERVATION EFFORTS | $5,000 |
| PROJECT KIND | |||||||
| 340 ROUTE 46 | ROCKAWAY | NJ | 07866 | NONE | PC | COMMUNITY SUPPORT | $1,000 |
| YORK STREET PROJECT | |||||||
| 89 YORK ST | JERSEY CITY | NJ | 07302 | NONE | PC | COMMUNITY SUPPORT ORG | $5,000 |
| THE SCORE FOUNDATION | |||||||
| 1165 HERNDON PKWY | HERNDON | VA | 20170 | NONE | PC | SMALL BUSINESS SUPPORT | $2,000 |
| NORTH JERSEY HOMESCHOOLERS | |||||||
| 2035 HAMBURG TPKE | WAYNE | NJ | 07470 | NONE | PC | SUPPORT FOR HOME SCHOOLERS | $25,000 |
| METROPOLITAN DIST OF THE CHRISTIAN | |||||||
| PO BOX 7060 | NEWARK | NJ | 07107 | NONE | PC | TO PROMOTE RELIGIOUS TEACHING | $3,000 |
| CALVARY TEMPLE | |||||||
| 1111 PREAKNESS AVE | WAYNE | NJ | 07470 | NONE | PC | TO PROMOTE RELIGIOUS TEACHING | $7,000 |
| DEVELOPING FACES INC | |||||||
| 200 W 57TH ST | NEW YORK | NY | 10019 | NONE | PC | SURGICAL CARE FOR UNDERPRIVALEGED | $5,000 |
| GLOBAL FOUNDATION FOR HUMAN AGING | |||||||
| 87 VALLEY RD | MONTCLAIR | NJ | 07042 | NONE | PC | GENERAL FUND | $5,000 |
| NEW YORK CITY RELIEF | |||||||
| 295 WALNUT ST | ELIZABETH | NJ | 07201 | NONE | PC | SERVE NY HOMELESS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $491,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,381 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 532000 | BusinessCd |
| Unrelated Business Taxbl Incm | $100,412 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,614 | ExclusionAmt |
| Related Or Exempt Function Incm | $715,096 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| WENY BROS | 16 | $86,511 | ||
| FRANK WENY ETAL | 16 | $13,259 | ||
| WENY PATERSON | 16 | $3,581 | ||
| JOFRA REALTY CORP | 532000 | $96,691 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $197,103 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $156,446 | ExclusionAmt |
| Related Or Exempt Function Incm | $715,096 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,068,645 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $17,880 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| SEE ATTACHED UBS ST COVERED | PURCHASE | $167,767 | $157,326 | $10,441 |
| SEE ATTACHED UBS LT COVERED | PURCHASE | $56,422 | $44,369 | $12,053 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm |
|---|
| ISHARES RUSSELL 1000 GRW |
| VANGUARD VALUE ETF |
| ISHARES S&P SMALL-CAP ETF |
| ISHARES CORE S&P 500 ETF |
| ISHARES EDGE MSCI MIN VOL USA E |
| INVESCO S&P 500 EQUAL WEIGHT |
| ISHARES US TECHNOLOGY ETF |
| VANGUARD FTSE EMERGIN MKTS |
| VANGUARD TOTAL INTL STOCK |
| VANGUARD TOTAL BOND MKT ETF |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BEE-DIC REALTY CO | AT COST | ||
| CRANBERRY REALTY | AT COST | ||
| WENY BROS & STORMS | AT COST | ||
| FRANK WENY ET AL | AT COST | $822,102 | $1,351,528 |
| JOFRA REALTY | AT COST | $1,794,275 | $3,049,208 |
| WENY PAT LLC | AT COST | $429,296 | $1,462,667 |
| 42 EAST 30TH STREET | AT COST | $391,255 | $1,154,025 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,114 | LegalFeesAmt |
| Disbursements Charitable Prps | $12,114 | DisbursementsCharitablePrpsAmt |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
Note Payable NotePayableGrp (4 entries)
| Insider RelationshipInsiderRelationshipTxt | Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Lender ConsiderationLenderConsiderationDesc |
|---|---|---|---|---|---|---|---|---|---|
| RANDALL TRUST NOTE PAYABLE | |||||||||
| NONE | $75,000 | $75,000 | 2016-09 | 2020-09 | ON DEMAND | 0.0300 | BALANCE SHEET | CASH FLOW | NONE |
| FLORENCE CHRISTIAN HOME | |||||||||
| NONE | $250,000 | $250,000 | 2017-09 | 2020-09 | ANNUAL | 0.0700 | BALANCE SHEET | CASH FLOW | NONE |
| FLORENCE CHRISTIAN HOME | |||||||||
| NONE | $250,000 | $250,000 | 2017-11 | 2020-11 | ANNUAL | 0.0700 | BALANCE SHEET | CASH FLOW | NONE |
| FLORENCE CHRISTIAN HOME | |||||||||
| NONE | $500,000 | $500,000 | 2018-07 | 2020-07 | ANNUAL | 0.0700 | BALANCE SHEET | CASH FLOW | NONE |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FORM 990PF CARRYOVER | $6,175 | $12,953 |
| DIVIDEND RECEIVABLE | $64 | |
| FORM 990T CARRYOVER | $10,932 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2019 990 PF TAX | Desc |
| Amt | $8,222 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT EXPENSES | $1,282 | $1,282 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| WENY BROS | $86,511 |
| FRANK WENY ETAL | $13,259 |
| WENY PATERSON | $3,581 |
| JOFRA REALTY CORP | $96,691 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FEDERAL TAX LIABILITY | $35,434 | $2,047 |
| COMMISSIONS PAYABLE | $100,321 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | APPRAISAL FEES | CategoryTxt |
| Amt | $15,000 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $57 | Amt |
| Net Investment Income | $57 | NetInvestmentIncomeAmt |