FRANK X WENY & MARY ETHEL WENY CHARITABLE TRUST: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FRANK X WENY & MARY ETHEL WENY CHARITABLE TRUST (EIN 31-6636669)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-19
- IRS object ID
- 201931709349100003
- Schema version
- 2018v3.1
- 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
- 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 | 2019-06-19T09:49:25-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 |
| Signature | 2019-06-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRAD S HOOGSTRA CPA | PreparerPersonNm |
| PTIN | P00159321 | PTIN |
| Phone | 9732999443 | PhoneNum |
| Preparation | 2019-06-12 | 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 | 2019-06-19 | IPDt |
| IP Tm | 09:49:25 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AC389B4CE6A03A3ED0298EBC68D53244722D2481 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 09B3CEA88E8DF29FFFF7C060700AA114302576FF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,978,336 | 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 | $424 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $424 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $30,011 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,000 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $289,201 | GrossRentsRevAndExpnssAmt |
| Net Rental Income Or Loss | $289,201 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,552 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $136,975 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $197,133 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $513,217 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,459 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $71,620 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,508 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $25,816 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $25,816 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,180 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $15,000 | OtherProfFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $4,605 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $53 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $53 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,007 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,007 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $141,281 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,568 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,816 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $700,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $700,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $841,281 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,568 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $725,816 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$328,064 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,891 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $100,901 | CashBOYAmt |
| Cash EOY | $132,477 | CashEOYAmt |
| Cash EOYFMV | $132,477 | CashEOYFMVAmt |
| Corporate Stock BOY | $115,869 | CorporateStockBOYAmt |
| Corporate Stock EOY | $116,028 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $117,743 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,528,496 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,636,625 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,721,877 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $6,194 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,239 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,239 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,751,460 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,891,369 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,978,336 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $575,000 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $1,075,000 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $12,555 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $35,434 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $587,555 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,110,434 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $35,211 | CapitalStockBOYAmt |
| Capital Stock EOY | $35,211 | CapitalStockEOYAmt |
| Retained Earning BOY | $7,128,694 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,745,724 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,163,905 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,780,935 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,751,460 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,891,369 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,163,905 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$328,064 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,835,841 | SubtotalAmt |
| Other Decreases | $54,906 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,780,935 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $645,429 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,610,368 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051182 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $507,462 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,034,651 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042167 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $492,838 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,957,102 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041217 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $360,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,576,375 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.031098 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $310,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,633,243 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.029154 | DistributionYr5Rt |
| Total Distribution | 0.194818 | TotalDistributionRt |
| Average Distribution | 0.038964 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,268,416 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $516,991 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $19 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $517,010 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $725,816 | 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 | $19 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19 | SubtotalAmt |
| Tax Based On Investment Income | $19 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,194 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,194 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,175 | OverpaymentAmt |
| Applied To ES Tax | $6,175 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 | 5.00 | $35,810 | $0 | $0 |
| ANTHONY LUDWIG | ||||||||
| 7 MAIN ST | GLEN ROCK | NJ | 07452 | TRUSTEE | 5.00 | $35,810 | $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 | $126,971 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $149,892 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,193,610 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,470,473 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $13,470,473 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $202,057 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,268,416 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $663,421 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $663,421 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19 | TotalTaxAmt |
| Distributable Before Adj | $663,402 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $663,402 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $663,402 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $725,816 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $725,816 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $19 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $725,797 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $663,402 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $24,774 | UndistributedIncomePYAmt |
| Qualifying Distributions | $725,816 | QualifyingDistributionsAmt |
| Applied To Year1 | $24,774 | AppliedToYear1Amt |
| Applied To Current Year | $663,402 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $37,640 | RemainingDistriFromCorpusAmt |
| Total Corpus | $37,640 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $37,640 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $37,640 | ExcessFromCurrentYearAmt |
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 (23 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 | $10,000 |
| CATHEDRAL CHOIR | |||||||
| 250 FARM ROAD | POMPTON PLAINS | NJ | 07444 | NONE | PC | PROMOTE RELIGIOUS MUSIC | $25,000 |
| EMERGENCE CHURCH | |||||||
| 930 RIVERVIEW DRIVE | TOTOWA | NJ | 07512 | NONE | PC | PROMOTE RELIGIOUS TEACHING | $5,000 |
| CSEHY SUMMER SCH OF MUSIC | |||||||
| 175 ANGORA PLACE | SECANE | PA | 19018 | NONE | PC | PROMOTE MUSICAL EDUCATION | $17,500 |
| GRACE UNITED PRES CHURCH | |||||||
| 981 PREAKNESS AVENUE | WAYNE | NJ | 07470 | NONE | PC | PROMOTE RELIGIOUS TEACHING | $50,000 |
| YARMOUTH POLICE FOUNDATION | |||||||
| PO BOX 701 | YARMOUTH PORT | MA | 02675 | NONE | PC | POLICE FOUNDATION SUPPORT | $150,000 |
| NAMI CAPE CODE INC | |||||||
| 5 MARK LANE | HYANNIS | MA | 02601 | NONE | PC | OPERATIONS | $100,000 |
| MORGAN HOFFMAN FOUNDATION | |||||||
| 6060 PARKLAND BLVD SUITE | CLEVELAND | OH | 44124 | NONE | PC | GENERAL FUND | $5,000 |
| KENSINGTON COMMUNITY CHURCH | |||||||
| 1825 E SQUARE LAKE RD | TROY | MI | 48085 | NONE | PC | PROMOTE RELIGIOUS TEACHING | $50,000 |
| NEW CANAAN SOCIETY | |||||||
| 19 VITTI ST | NEW CANAAN | CT | 06840 | NONE | PC | PROMOTE RELIGIOUS TEACHING | $38,500 |
| 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 | $25,000 |
| JAMES HENRY COUNSELING | |||||||
| PO BOX 110 | MIDLAND PARK | NJ | 07432 | NONE | PC | PROMOTE SOCIAL SERVICES | $2,500 |
| FIDELITY CHARITABLE | |||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | NONE | PC | GENERAL FUND | $40,000 |
| STREET 2 STREET | |||||||
| 555 GOFFLE ROAD | RIDGEWOOD | NJ | 07450 | NONE | PC | GENERAL FUND | $5,000 |
| CRU | |||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | NONE | PC | GENERAL FUND | $25,000 |
| CHRISTIAN UNION | |||||||
| 19 VANDEVENTER AVE | PRINCETON | NJ | 08542 | NONE | PC | PROMOTE RELIGIOUS TEACHING | $10,000 |
| PAUSE MINISTRIES | |||||||
| 3575 VALLEY ROAD | BASKING RIDGE | NJ | 07920 | NONE | PC | PROMOTE RELIGIOUS TEACHING | $10,000 |
| FAMILY PROMISE OF BERGEN COUNTY | |||||||
| 100 DAYTON ST | RIDGEWOOD | NJ | 07450 | NONE | PC | OPERATIONS | $5,000 |
| COLLYDE | |||||||
| 69 BRAHMA AVE | BRIDGEWATER | NJ | 08807 | NONE | PC | CROSS CULTURAL RELIEF EFFORT | $25,000 |
| CAPE CODE HEALTHCARE | |||||||
| 32 MAIN ST | HYANNIS | MA | 02601 | NONE | PC | DIABETES RESEARCH | $50,000 |
| NCH HEALTHCARE SYSTEMS | |||||||
| 3201 ENTERPRISE PARKWAY | BEACHWOOD | OH | 44122 | NONE | PC | OPERATIONS | $25,000 |
| LEGACY MINDED MEN | |||||||
| 620 ROUTE 23 NORTH | POMPTON PLAINS | NJ | 07444 | NONE | PC | PROMOTE MEN'S MINISTRIES | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $700,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $424 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,011 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 532000 | BusinessCd |
| Unrelated Business Taxbl Incm | $289,201 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,552 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| WENY BROS | 16 | $64,717 | ||
| FRANK WENY ETAL | 16 | -$24,043 | ||
| WENY PATERSON | 16 | $17,355 | ||
| JOFRA REALTY CORP | 532000 | $139,104 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $428,305 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $84,912 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $513,217 | 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 | $20,180 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (26 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| ALPINE INCOME TR ULT | 2017-02 | PURCHASE | 2018-01 | $10,089 | $10,089 | |
| DOUBLE LINE TOTAL RETURN FUND | 2018-01 | PURCHASE | 2018-12 | $3,631 | $3,688 | -$57 |
| INVESCO QQQ TRUST | 2018-12 | PURCHASE | 2018-12 | $7,355 | $8,423 | -$1,068 |
| ISHARES GLOBAL TECH ETF | 2018-07 | PURCHASE | 2018-12 | $8,566 | $9,412 | -$846 |
| ISHARES EDGE MSCI | 2018-01 | PURCHASE | 2018-12 | $9,439 | $9,515 | -$76 |
| ISHARES CORE MSCI | 2018-04 | PURCHASE | 2018-12 | $11,401 | $12,665 | -$1,264 |
| ISHARES CORE MSCI EMERGING MKTS | 2017-01 | PURCHASE | 2018-01 | $243 | $180 | $63 |
| ISHARES CURRENCY HEDGED | 2017-10 | PURCHASE | 2018-04 | $6,878 | $6,741 | $137 |
| LOOMIS SAYLES INVESTMENT GRADE | 2018-01 | PURCHASE | 2018-12 | $3,578 | $3,660 | -$82 |
| PIMCO INCOME FUND CLASS I2 | 2018-01 | PURCHASE | 2018-12 | $3,630 | $3,780 | -$150 |
| SPDR S&P 500 ETF | 2018-12 | PURCHASE | 2018-12 | $7,515 | $8,559 | -$1,044 |
| WESTERN ASSET CORE PLUS | 2018-01 | PURCHASE | 2018-12 | $3,564 | $3,744 | -$180 |
| DOUBLE LINE TOTAL RETURN FUND | 2016-06 | PURCHASE | 2018-10 | $6,121 | $6,400 | -$279 |
| ISHARES CORE S&P 500 ETF | 2017-04 | PURCHASE | 2018-07 | $569 | $481 | $88 |
| ISHARES CORE S&P MIDCAP | 2017-10 | PURCHASE | 2018-12 | $7,181 | $7,505 | -$324 |
| ISHARES RUSSELL 1000 GROWTH ETF | 2016-10 | PURCHASE | 2018-07 | $2,484 | $1,753 | $731 |
| ISHARES CORE S&P SMALL-CAP ETF | 2016-07 | PURCHASE | 2018-07 | $508 | $365 | $143 |
| ISHARES EDGE MSCI MIN VOL USA | 2016-07 | PURCHASE | 2018-10 | $163 | $140 | $23 |
| ISHARES EDGE MSCI USA MOMENTUM | 2017-07 | PURCHASE | 2018-07 | $1,916 | $1,582 | $334 |
| ISHARES CORE MSCI EAFE | 2017-10 | PURCHASE | 2018-12 | $6,292 | $6,713 | -$421 |
| ISHARES CORE MSCI EMERGING MKTS | 2017-10 | PURCHASE | 2018-12 | $9,158 | $9,558 | -$400 |
| ISHARES CURRENCY HEDGED MSCI | 2017-01 | PURCHASE | 2018-04 | $4,424 | $3,756 | $668 |
| LOOMIS SAYLES INVESTMENT GRADE | 2017-10 | PURCHASE | 2018-12 | $5,994 | $6,224 | -$230 |
| PIMCO INCOME FUND CLASS I2 | 2017-10 | PURCHASE | 2018-12 | $6,033 | $6,148 | -$115 |
| VANGUARD VALUE ETF | 2015-05 | PURCHASE | 2018-01 | $4,333 | $3,316 | $1,017 |
| WESTERN ASSET CORE PLUS | 2017-10 | PURCHASE | 2018-12 | $5,875 | $6,130 | -$255 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES RUSSELL 1000 GRW | $12,562 | $13,484 |
| VANGUARD VALUE ETF | $13,640 | $13,713 |
| ISHARES S&P SMALL-CAP ETF | $4,089 | $3,951 |
| ISHARES CURRENCY HEDGED MSCI EAFE ET | ||
| DOUBLE LINE TOTAL RETURN | ||
| LOOMIS SAYLES INVESTMENT GRADE BOND | ||
| PIMCO INCOME FUND CLASS P | ||
| ISHARES CORE S&P 500 ETF | $8,199 | $8,303 |
| ISHARES CORE S&P MIDCAP ETF | ||
| ISHARES EDGE MSCI MIN VOL USA E | $1,570 | $1,677 |
| ISHARES CORE MSCI EAFE ETF | ||
| ISHARE EDG MSCI US MOM FAC ET | ||
| ISHARES CORE MSCI EMER MARK | ||
| ALPINE INCOME TR | ||
| WESTERN ASSET CORE | ||
| INVESCO S&P 500 EQUAL WEIGHT | $11,213 | $11,882 |
| ISHARES US TECHNOLOGY ETF | $7,323 | $7,837 |
| VANGUARD FTSE EMERGIN MKTS | $5,410 | $5,258 |
| VANGUARD TOTAL INTL STOCK | $16,318 | $15,677 |
| VANGUARD TOTAL BOND MKT ETF | $35,704 | $35,961 |
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 | $1,107,857 | $1,761,504 |
| CRANBERRY REALTY | AT COST | $2,174,708 | $3,507,108 |
| WENY BROS & STORMS | AT COST | $918,027 | $1,435,837 |
| FRANK WENY ET AL | AT COST | $808,844 | $1,351,528 |
| JOFRA REALTY | AT COST | $1,818,544 | $3,049,208 |
| WENY PAT LLC | AT COST | $425,715 | $1,462,667 |
| 42 EAST 30TH STREET | AT COST | $382,930 | $1,154,025 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $25,816 | LegalFeesAmt |
| Disbursements Charitable Prps | $25,816 | 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 | 2019-09 | ON DEMAND | 0.0300 | BALANCE SHEET | CASH FLOW | NONE |
| FLORENCE CHRISTIAN HOME | |||||||||
| NONE | $250,000 | $250,000 | 2017-09 | 2019-09 | ANNUAL | 0.0700 | BALANCE SHEET | CASH FLOW | NONE |
| FLORENCE CHRISTIAN HOME | |||||||||
| NONE | $250,000 | $250,000 | 2017-11 | 2019-11 | ANNUAL | 0.0700 | BALANCE SHEET | CASH FLOW | NONE |
| FLORENCE CHRISTIAN HOME | |||||||||
| NONE | $500,000 | $500,000 | 2018-07 | 2019-07 | ANNUAL | 0.0700 | BALANCE SHEET | CASH FLOW | NONE |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FORM 990PF CARRYOVER | $6,194 | $6,175 | $6,175 |
| DIVIDEND RECEIVABLE | $64 | $64 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2018 990T TAX | $54,887 |
| 2018 990PF TAX | $19 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT EXPENSES | $4,007 | $4,007 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| WENY BROS | $64,717 |
| FRANK WENY ETAL | -$24,043 |
| WENY PATERSON | $17,355 |
| JOFRA REALTY CORP | $139,104 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FEDERAL TAX LIABILITY | $10,161 | $35,434 |
| BANK DEPOSIT ERROR | $2,394 |
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 | $53 | Amt |
| Net Investment Income | $53 | NetInvestmentIncomeAmt |