FRANK X WENY & MARY ETHEL WENY CHARITABLE TRUST: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- FRANK X WENY & MARY ETHEL WENY CHARITABLE TRUST (EIN 31-6636669)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-06-29
- IRS object ID
- 201621819349100312
- Schema version
- 2015v2.1
- 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
- Legal Fees Schedule
- 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 | 2016-06-29T16:54:32-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-06-30 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRAD S HOOGSTRA CPA | PreparerPersonNm |
| PTIN | P00159321 | PTIN |
| Phone | 9732999443 | PhoneNum |
| Preparation | 2016-06-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,940,388 | 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 | $19 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $39,836 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,836 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $261,340 | GrossRentsRevAndExpnssAmt |
| Net Rental Income Or Loss | $261,340 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$13,096 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $399,080 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $9,127 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $297,226 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,855 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $69,496 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $26,658 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $42,838 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,463 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $10,750 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $21,600 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $195 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $195 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,437 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,407 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $111,941 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,260 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,838 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $450,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $450,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $561,941 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,260 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $492,838 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$264,715 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,595 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $101,188 | CashBOYAmt |
| Cash EOY | $22,764 | CashEOYAmt |
| Cash EOYFMV | $22,764 | CashEOYFMVAmt |
| Corporate Stock BOY | $446,617 | CorporateStockBOYAmt |
| Corporate Stock EOY | $328,879 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $326,724 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,716,977 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,598,712 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,590,185 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,252 | OtherAssetsBOYAmt |
| Other Assets EOY | $715 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $715 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,266,034 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,951,070 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,940,388 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $11,340 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $59,175 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $11,340 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $59,175 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $35,211 | CapitalStockBOYAmt |
| Capital Stock EOY | $35,211 | CapitalStockEOYAmt |
| Retained Earning BOY | $8,219,483 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,856,684 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,254,694 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,891,895 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,266,034 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,951,070 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,254,694 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$264,715 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,989,979 | SubtotalAmt |
| Other Decreases | $98,084 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,891,895 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALERIAN MLP | P | 2014-04-28 | 2015-01-07 | $17,149 | $17,920 | -$771 | -$771 |
| WISDOMTREE TRUST JAPAN | P | 2014-04-28 | 2015-01-07 | $1,749 | $1,665 | $84 | $84 |
| VANGUARD SM CAP VALUE | P | 2013-10-15 | 2015-12-31 | $3,319 | $2,922 | $397 | $397 |
| BLACKROCK STRATEGIC | P | 2014-04-28 | 2015-12-31 | $4,401 | $4,401 | ||
| BLACKROCK STRATEGIC | P | 2014-04-28 | 2015-10-25 | $486 | $501 | -$15 | -$15 |
| VANGUARD VALUE EFT | P | 2013-10-15 | 2015-12-31 | $12,825 | $11,013 | $1,812 | $1,812 |
| FIRST TRUST GBL | P | 2014-08-27 | 2015-01-07 | $11,966 | $14,539 | -$2,573 | -$2,573 |
| GOLDMAN SACHS STRATEGIC | P | 2014-04-28 | 2015-10-22 | $530 | $566 | -$36 | -$36 |
| WISDOMTREE MGD FUTURES | P | 2013-11-18 | 2015-01-07 | $9,915 | $9,307 | $608 | $608 |
| GOLDMAN SACHS STRATEGIC INC | P | 2014-04-28 | 2015-12-31 | $4,349 | $4,349 | ||
| ISHARES MSCI JAPAN | P | 2013-10-15 | 2015-01-07 | $18,230 | $19,436 | -$1,206 | -$1,206 |
| WISDOMTREE TRUST EMRG | P | 2013-12-31 | 2015-01-07 | $15,230 | $19,487 | -$4,257 | -$4,257 |
| ISHARES MSCI EAFE | P | 2015-01-07 | 2015-12-31 | $21,033 | $19,613 | $1,420 | $1,420 |
| ISHARES MSCI PAC | P | 2013-12-31 | 2015-01-07 | $12,182 | $13,741 | -$1,559 | -$1,559 |
| WISDOMTREE TRUST JAPN | P | 2013-11-18 | 2015-01-07 | $19,433 | $19,800 | -$367 | -$367 |
| ISHARES MSCI JAPAN | P | 2014-04-28 | 2015-01-07 | $2,307 | $2,289 | $18 | $18 |
| ISHARES RUSSELL 1000 GRW | P | 2013-10-15 | 2015-12-31 | $14,550 | $11,997 | $2,553 | $2,553 |
| ISHARES MSCI PAC | P | 2014-04-28 | 2015-01-07 | $130 | $149 | -$19 | -$19 |
| ISHARES US REAL ESTATE | P | 2013-12-31 | 2015-01-07 | $15,599 | $12,798 | $2,801 | $2,801 |
| JP MORGAN STRAT | P | 2014-04-28 | 2015-12-31 | $4,348 | $4,348 | ||
| JP MORGAN STRAT | P | 2014-04-28 | 2015-10-22 | $450 | $466 | -$16 | -$16 |
| LEGG MASON BW | P | 2014-04-28 | 2015-12-31 | $4,508 | $4,439 | $69 | $69 |
| NATIXIS ASG GLOBAL | P | 2013-12-31 | 2015-01-07 | $46,551 | $49,184 | -$2,633 | -$2,633 |
| NATIXIS ASG GLOBAL | P | 2014-12-31 | 2015-01-07 | $2,583 | $2,553 | $30 | $30 |
| PIMCO INC | P | 2014-04-28 | 2015-10-22 | $3,996 | $4,072 | -$76 | -$76 |
| PIMCO INC | P | 2014-04-28 | 2015-12-31 | $26,385 | $26,385 | ||
| VANGUARD EUROPEAN MSCI | P | 2013-12-31 | 2015-01-07 | $55,054 | $60,607 | -$5,553 | -$5,553 |
| REVENUESHARES LARGE CAP | P | 2014-04-28 | 2015-01-07 | $17,253 | $16,077 | $1,176 | $1,176 |
| VANGUARD FTSE EMERGING | P | 2013-12-31 | 2015-12-31 | $34,903 | $40,589 | -$5,686 | -$5,686 |
| VANGUARD EUROPEAN | P | 2014-08-27 | 2015-01-07 | $3,617 | $4,188 | -$571 | -$571 |
| VANGUARD MID CAP | P | 2013-10-15 | 2015-12-31 | $3,280 | $2,750 | $530 | $530 |
| VANGUARD FTSE EMERGING | P | 2015-10-22 | 2015-12-17 | $3,621 | $3,938 | -$317 | -$317 |
| VANGUARD MID CAP GROWTH | P | 2013-10-15 | 2015-12-31 | $3,356 | $2,816 | $540 | $540 |
| WISDOMTREE MGD FUTURES | P | 2014-12-31 | 2015-01-07 | $175 | $168 | $7 | $7 |
| VANGUARD SM CAP GROWTH | P | 2013-10-15 | 2015-12-31 | $3,408 | $3,103 | $305 | $305 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$13,096 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,447 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $360,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,576,375 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.031098 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $310,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,633,243 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.029154 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $200,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,486,846 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.019072 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $705,209 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,992,158 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064156 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $815,077 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,125,109 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.067222 | DistributionYr5Rt |
| Total Distribution | 0.210702 | TotalDistributionRt |
| Average Distribution | 0.042140 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,957,102 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $503,872 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $76 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $503,948 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $492,838 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $152 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $152 | SubtotalAmt |
| Tax Based On Investment Income | $152 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $405 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $405 | TotalPaymentsAndCreditsAmt |
| Overpayment | $253 | OverpaymentAmt |
| Applied To ES Tax | $253 | 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 |
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 | 2.00 | $34,748 | $0 | $0 |
| RODGER W LUDWIG | ||||||||
| 115 GOODVIEW WAY | BARNSTABLE | MA | 02630 | TRUSTEE | 2.00 | $34,748 | $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 | $354,297 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $93,082 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $11,691,811 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,139,190 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $12,139,190 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $182,088 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,957,102 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $597,855 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $597,855 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $152 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $152 | TotalTaxAmt |
| Distributable Before Adj | $597,703 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $597,703 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $597,703 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $492,838 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $492,838 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $492,838 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $597,703 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $159,333 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $159,333 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $492,838 | QualifyingDistributionsAmt |
| Applied To Current Year | $492,838 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $104,865 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $104,865 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $54,468 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $54,468 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $54,468 | ExcessFromYear4Amt |
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 (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NEW JERSEY HOMESCHOOL ASS | |||||||
| 2035 HAMBURG TURNPIKE | WAYNE | NJ | 07470 | NONE | PC | PROMOTE EDUCATION | $50,000 |
| LEGACY MINDED MEN | |||||||
| 234 MAIN STREET | LINCOLN PARK | NJ | 07035 | NONE | PC | PROMOTE MEN'S MINISTRIES | $25,000 |
| LORDS DAY ALLIANCE | |||||||
| 2930 FLOWERS ROAD SOUTH | ATLANTA | GA | 30341 | NONE | PC | PROMOTE RELIGIOUS TEACHING | $50,000 |
| CAMPUS CRUSADE FOR CHRIST | |||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | NONE | PC | CAMPUS MINISTRIES | $50,000 |
| BERGEN COUNTY SOCIETY INC | |||||||
| 885 THIRD AVENUE | NEW YORK | NY | 10022 | NONE | PC | PROMOTE RELIGIOUS TEACHING | $50,000 |
| YMCA OF COLLIER CO | |||||||
| 5450 YMCA RD 100 | NAPLES | FL | 34109 | NONE | PC | DIABETIC EDUCATION | $50,000 |
| NAMI CAPE COD & THE ISLAND | |||||||
| 5 MARK LANE | HYANNIS | MA | 02601 | NONE | PC | OPERATIONS | $20,000 |
| CAPE COD CONSERVATORY | |||||||
| 2235 IYANNOUGH RD RT 132 | WEST BARNSTABLE | MA | 02668 | NONE | PC | OPERATIONS | $25,000 |
| HOXIE CTR FOR ART & SCIENCE | |||||||
| P O BOX 468 | SAGAMORE BEACH | MA | 02562 | NONE | PC | OPERATIONS | $5,000 |
| COMMUNITY HEALTH CARE CENTER | |||||||
| 107 COMMERCIAL STREET | MASHPEE | MA | 02649 | NONE | PC | GENERAL FUND | $25,000 |
| HARWICH JUNIOR THEATRE INC | |||||||
| 105 DIVISION STREET | WEST HARWICH | MA | 02671 | NONE | PC | GENERAL FUND | $10,000 |
| CAPE COD YMCA | |||||||
| 2245 IYANNOUGH ROAD | WEST BARNSTABLE | MA | 02668 | NONE | PC | CAPITAL IMPROVEMENTS | $50,000 |
| CAPE COD HEALTHCARE INC | |||||||
| 27 PARK STREET | HYANNIS | MA | 02601 | NONE | PC | DIABETES RESEARCH | $15,000 |
| NAPLES COMMUNITY HOSPITAL | |||||||
| 350 7TH STREET N | NAPLES | FL | 34102 | NONE | PC | GENERAL FUND | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $450,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,836 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 532000 | BusinessCd |
| Unrelated Business Taxbl Incm | $261,340 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$13,096 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| WENY BROS | 16 | $30,062 | ||
| FRANK WENY ETAL | 16 | -$30,357 | ||
| WENY PATERSON | 16 | -$154,907 | ||
| JOFRA REALTY CORP | 532000 | $164,329 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $425,669 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$128,443 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $297,226 | 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 | $10,750 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES MSCI EAFE ETF | $47,452 | $47,211 |
| ISHARES MSCI EMERGING MKTS | $27,290 | $26,492 |
| ISHARES MSCI JAPAN | ||
| ISHARES MSCI PAC EX-JPN | ||
| ISHARES RUSSELL 1000 GRW | $34,460 | $39,792 |
| ISHARES US REAL ESTATE | ||
| VANGUARD EUROPEAN MSCI | ||
| VANGUARD FTSE EMERGING MARKETS | ||
| VANGUARD MID CAP VALUE | $9,060 | $9,626 |
| ALERIAN MLP EFT | ||
| BLACKROCK STRATEGIC INC | $14,105 | $13,555 |
| FIRST TRUST GBL TACTICAL | ||
| GOLDMAN SACHS STRATEGIC | $14,566 | $13,535 |
| JP MORGAN STRAT INC | $14,203 | $13,366 |
| LEGG MASON BW | $14,949 | $13,501 |
| NATIXIS ASG GLOBAL | ||
| PIMCO INCOME | $85,733 | $81,403 |
| REVENUESHARE LARGE CAP | ||
| VANGUARD MIDCAP GROWTH | $8,736 | $9,672 |
| VANGUARD SM CAP GROWTH | $9,478 | $9,715 |
| VANGUARD SM CAP VALUE | $9,366 | $9,482 |
| VANGUARD VALUE ETF | $39,481 | $39,374 |
| WISDOMTREE MGD FUTURES | ||
| WISDOMTREE TRUST EMRG | ||
| WISDOMTREE TRUST JAPN HEDGE |
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 | $1,011,946 | $1,367,928 |
| CRANBERRY REALTY | AT COST | $2,011,168 | $3,141,198 |
| WENY BROS & STORMS | AT COST | $880,012 | $1,251,287 |
| FRANK WENY ET AL | AT COST | $801,645 | $1,055,043 |
| JOFRA REALTY | AT COST | $1,875,101 | $2,610,686 |
| WENY PAT LLC | AT COST | $635,910 | $1,222,146 |
| 42 EAST 30TH STREET | AT COST | $382,930 | $941,897 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,463 | LegalFeesAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FORM 990T CARRYOVER | $1,252 | ||
| FORM 990PF CARRYOVER | $253 | $253 | |
| DIVIDEND RECEIVABLE | $462 | $462 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2015 990T TAX | $97,677 |
| PENALTY | $255 |
| 2015 990PF TAX | $152 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT EXPENSES | $5,407 | $5,407 |
| NJ STATE REGISTRATION | $30 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| WENY BROS | $30,062 |
| FRANK WENY ETAL | -$30,357 |
| WENY PATERSON | -$154,907 |
| JOFRA REALTY CORP | $164,329 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX LIABILITY | Desc |
| BOY Book Value | $11,340 | BOYBookValueAmt |
| EOY Book Value | $59,175 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | APPRAISAL FEES | CategoryTxt |
| Amt | $21,600 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $195 | Amt |
| Net Investment Income | $195 | NetInvestmentIncomeAmt |