FRANK X WENY & MARY ETHEL WENY CHARITABLE TRUST: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- FRANK X WENY & MARY ETHEL WENY CHARITABLE TRUST (EIN 31-6636669)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-09
- IRS object ID
- 201402219349100100
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- 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 | 2014-08-09T10:45:47-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | Brad S Hoogstra CPA PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 River Road Suite I-4A | AddressLine1 |
| City | Montville | City |
| State | NJ | State |
| ZIP Code | 07045 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316636669 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK X & MARY ETHEL WENY CHARITABLE TRUST | BusinessNameLine1 |
| 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 No E | AddressLine1 |
| City | WAYNE | City |
| State | NJ | State |
| ZIP Code | 07470 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM HANSE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9738318700 | PhoneNum |
| Signature | 2014-07-26 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brad S Hoogstra | PreparerPersonNm |
| PTIN | P00159321 | PTIN |
| Preparation | 2014-07-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,249,490 | 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 | $49 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $49 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $31,221 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,221 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$878,944 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,355 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,114,815 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,114,815 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $267,141 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,146,085 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $56,344 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $16,790 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,096 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,600 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $67 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $67 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,591 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,804 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $102,498 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,661 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $310,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $310,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $412,498 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,661 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $310,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$145,357 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,127,424 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,506 | CashBOYAmt |
| Cash EOY | $92,084 | CashEOYAmt |
| Cash EOYFMV | $92,084 | CashEOYFMVAmt |
| Acct Rcvbl | $34,533 | AcctRcvblAmt |
| Acct Rcvbl EOY | $34,533 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $34,533 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $465,687 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $473,572 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $8,265,888 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,564,733 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,612,051 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $42,025 | OtherAssetsBOYAmt |
| Other Assets EOY | $37,250 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $37,250 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,347,419 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,194,287 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,249,490 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $14,773 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,773 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $35,211 | CapitalStockBOYAmt |
| Capital Stock EOY | $35,211 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,312,208 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,144,303 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,347,419 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,179,514 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,347,419 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,194,287 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,347,419 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$145,357 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,202,062 | SubtotalAmt |
| Other Decreases | $22,548 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,179,514 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES MSCI JAPAN | P | 2013-10-15 | 2013-11-18 | $18,246 | $17,808 | $438 | $438 |
| VANGUARD MIDCAP GROWTH | P | 2013-10-15 | 2013-11-18 | $2,467 | $2,389 | $78 | $78 |
| VANGUARD VALUE ETF | P | 2013-10-15 | 2013-11-18 | $1,804 | $1,705 | $99 | $99 |
| DELAV REALTY PARTNERSHIP | P | 1998-11-28 | 2013-12-31 | $756,202 | -$756,202 | -$756,202 | |
| SECOND MARK PARTNERSHIP | P | 1998-11-28 | 2013-12-31 | $125,195 | -$125,195 | -$125,195 | |
| Capital Gains Dividends | P | $1,838 | $1,838 | $1,838 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$878,944 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $200,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,486,846 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.019072 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $705,209 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,992,158 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064156 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $815,077 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,125,109 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.067222 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $876,020 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,253,641 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061459 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $835,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,672,513 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056909 | DistributionYr5Rt |
| Total Distribution | 0.268818 | TotalDistributionRt |
| Average Distribution | 0.053764 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,633,243 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $571,686 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,274 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $582,960 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $310,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,548 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,548 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,548 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,775 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,775 | TotalPaymentsAndCreditsAmt |
| Tax Due | $14,773 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HANSE ANDERSON LLP | IndividualWithBooksNm |
| Phone | 9738318700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2035 HAMBURG TURNPIKE | AddressLine1 |
| City | WAYNE | City |
| State | NJ | State |
| ZIP Code | 07470 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM C HANSE | ||||||||
| 2035 HAMBURG TURNPIKE | WAYNE | NJ | 07470 | TRUSTEE | 2.00 | $28,172 | $0 | $0 |
| RODGER W LUDWIG | ||||||||
| 115 GOODVIEW WAY | BARNSTABLE | MA | 02630 | TRUSTEE | 2.00 | $28,172 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,633,559 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $161,612 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,795,171 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,795,171 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $161,928 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,633,243 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $531,662 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $531,662 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,548 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,548 | TotalTaxAmt |
| Distributable Before Adj | $509,114 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $509,114 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $509,114 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $310,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $310,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $310,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $509,114 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $156,397 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $213,740 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $159,791 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $529,928 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $310,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $310,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $199,114 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $199,114 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $330,814 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $330,814 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $171,023 | ExcessFromYear3Amt |
| Excess From Year2 | $159,791 | ExcessFromYear2Amt |
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 | AddressLine1 |
| City | WAYNE | City |
| State | NJ | State |
| ZIP Code | 07470 | ZIPCode |
| 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 (22 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BERGEN COUNTY SOCIETY | |||||||
| 500 OLDWOODS ROAD | WYCKOFF | NJ | 07481 | NONE | PC | PROMOTE MEN'S MINISTRIES | $10,000 |
| CAMPUS CRUSADE FOR CHRIST | |||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | NONE | PC | COLLEGE MINISTRIES | $47,250 |
| CAPE COD HEALTHCARE | |||||||
| 27 PARK STREET | HYANNIS | MA | 02601 | NONE | SO-DP | TO FURTHER HEALTHCARE SERVICES ON CAPE COD, MASS | $10,000 |
| CAPE COD YOUNG MENS CHRISTIAN ASSOCIATION INC | |||||||
| P O BOX 188 | WEST BARNSTABLE | MA | 02668 | NONE | PC | CIVIC ORGANIZATION | $55,000 |
| CATHEDRAL CHOIR | |||||||
| 2035 HAMBURG TURNPIKE | WAYNE | NJ | 07470 | NONE | PC | PROMOTE RELIGIOUS TEACHING THROUGH MUSIC | $10,000 |
| THORTON BURGESS SOCIETY | |||||||
| 6 DISCOVERY HILL ROAD | E SANDWICH | MA | 02537 | NONE | PC | PROMOTES TEACHING OF ENVIRONMENTAL CONSERVATION | $5,000 |
| COLLYDE | |||||||
| 69 BRAHMA AVENUE | BRIDGEWATER | NJ | 08807 | NONE | PC | CROSS CULTURAL RELIEF EFFORT | $5,000 |
| PROVIDENCE CHRISTIAN COLLEGE | |||||||
| 1539 EAST HOWARD STREET | PASADENA | CA | 91104 | NONE | PC | PROGRAM SUPPORT | $5,500 |
| CHRISTIAN UNION | |||||||
| 240 NASSAU STREET | PRINCETON | NJ | 08540 | NONE | SO-DP | PROMOTE RELIGIOUS EDUCATION | $20,000 |
| RON HUTCHCRAFT MINISTRIES | |||||||
| P O BOX 400 | HARRISON | AR | 72802 | NONE | PC | PROMOTE RELIGIOUS TEACHING | $12,500 |
| HARWICH JUNIOR THEATER | |||||||
| DIVISION STREET AT WILLOW STREET | WEST HARWICH | MA | 02671 | NONE | PC | PROMOTE FINE ARTS | $10,000 |
| NCH HEALTHCARE FOUNDATION | |||||||
| P O BOX 234 | NAPLES | FL | 34106 | NONE | PC | PROMOTE HEALTHCARE SERVICES | $10,000 |
| VANTAGE HEALTH SYSTEM | |||||||
| P O BOX 120 | DUMONT | NJ | 07628 | NONE | PC | PROVIDE SERVICES TO CHILDREN, ADOLESCENTS, ADULTS AND ELDERS WITH MENTAL HEALTH, ADDICTION, DEVELOPMENTAL AND ELDERCARE CHALLENGES | $5,000 |
| NATIONAL BIBLE ASSOCIATION | |||||||
| 488 MADISON AVENUE | NEW YORK | NY | 10022 | NONE | PC | PROMOTE RELIGIOUS TEACHING | $6,000 |
| OOSTBURG CHRISTIAN SCHOOL | |||||||
| 22 S 6TH STREET | OOSTBURG | WI | 53070 | NONE | PC | PROMOTE EDUCATION/HANDICAP ED CHILDREN | $12,500 |
| STAR OF HOPE | |||||||
| 34 BROADWAY | PATERSON | NJ | 07505 | NONE | PC | SOCIAL SERVICES TO THE POOR | $2,750 |
| BOYS AND GIRLS CLUB OF CAPE COD | |||||||
| P O BOX 895 | MASHPEE | MA | 02649 | NONE | PC | PROMOTE YOUTH SERVICES | $1,000 |
| CAPE COD SYMPHONY | |||||||
| 1060 FAIRMOUTH ROAD | HYANNIS | MA | 02601 | NONE | PC | PROOMTE CLASSICAL MUSIC | $5,000 |
| HERITAGE PLANTATION OF SANDWICH INC | |||||||
| 67 GROVE STREET | SANDWICH | MA | 02563 | NONE | PC | PROMOTE AMERICAN CULTURE | $50,000 |
| COMMUNITY HEALTHCARE CENTER OF CAPE COD INC | |||||||
| 107 COMMERCIAL STREET | MASHPEE | MA | 02649 | NONE | PC | PROVIDE COMPREHENSIVE, HIGH QUALITY, PASSIONATE HEALTHCARE TO CONSUMERS, REGARDLESS OF ABILITY TO PAY | $10,000 |
| GREATER NAPLES YMCA | |||||||
| 5450 YMCA ROAD | NAPLES | FL | 34109 | NONE | PC | PROMOTE YOUTH SOCIAL SERVICES | $5,000 |
| MARIO BATALI FOUNDATION | |||||||
| 45 EAST 20TH STREET 3RD FLOOR | NEW YORK | NY | 10003 | NONE | PC | CHILDREN'S LITERACY PROGRAMS | $12,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $310,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,221 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,114,815 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$878,944 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,114,815 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$847,674 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $267,141 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $18,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES IBOXX HY COR BD ETF | $15,463 | $15,418 |
| ISHARES MSCI JAPAN | $22,691 | $23,185 |
| ISHARES MSCI PAC EX-JPN | $15,251 | $14,580 |
| ISHARES RUSSELL 1000 GRW | $39,424 | $42,631 |
| ISHARES US REAL ESTATE | $15,539 | $15,076 |
| NATIXIS ASG GLOBAL ALTER | $54,710 | $52,926 |
| SPDR BARCLAYS CAP INT | $5,142 | $5,204 |
| VANGUARD EUROPEAN MSCI | $70,131 | $74,617 |
| VANGUARD FTSE EMERGING MARKETS | $33,547 | $32,789 |
| VANGUARD INTERMEDIATE TERM | $15,483 | $15,217 |
| VANGUARD MID CAP VALUE | $9,946 | $10,451 |
| VANGUARD MIDCAP GROWTH | $10,069 | $10,650 |
| VANGUARD SHORT TERM CORPORATE | $51,689 | $51,458 |
| VANGUARD SM CAP GROWTH | $9,906 | $10,518 |
| VANGUARD SM CAP VALUE | $10,040 | $10,516 |
| VANGUARD VALUE ETF | $29,415 | $31,625 |
| WISDOMTREE MGD FUTURES STRAT | $10,337 | $10,414 |
| WISDOMTREE TRUST EMRG EQT | $23,639 | $22,402 |
| WISDOMTREE TRUST JAPN HEDGE | $23,265 | $23,895 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 42 EAST 30TH STREET | AT COST | $382,930 | $779,158 |
| BEE-DIC REALTY CO | AT COST | $1,004,717 | $1,246,244 |
| CRANBERRY REALTY | AT COST | $1,876,287 | $2,492,616 |
| DELAV REALTY CO | AT COST | $0 | $0 |
| FRANK WENY ET AL | AT COST | $859,730 | $914,257 |
| JOFRA REALTY | AT COST | $1,753,428 | $2,715,028 |
| POWERSHARES DB COMM TRK INC | AT COST | $36,677 | $36,668 |
| SECOND MARK REALTY | AT COST | $0 | $0 |
| WENY BROS & STORMS | AT COST | $905,992 | $1,094,273 |
| WENY PAT LLC | AT COST | $744,972 | $1,333,807 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,096 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FORM 990PF CARRYOVER | $4,775 | ||
| FORM 990T CARRYOVER | $37,250 | $37,250 | $37,250 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 2013 EXCISE TAX LIABILITY | Description |
| Amount | $22,548 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $757 | $0 | $0 |
| INVESTMENT EXPENSES | $1,804 | $1,804 | $0 |
| NJ STATE REGISTRATION | $30 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BEE DIC REALTY LLC K-1 | $94,206 | $94,206 | $94,206 |
| CRANBERRY REALTY GROUP LLC | $141,537 | $141,537 | $141,537 |
| DELAV REALTY CO K-1 | $798,272 | $798,272 | $798,272 |
| WENY BROS & STORMS CO K-1 | $65,644 | $65,644 | $65,644 |
| FRANK WENY ET AL | $51,019 | $51,019 | $51,019 |
| JOFRA REALTY S CORP K-1 | -$125,183 | -$125,183 | -$125,183 |
| SECOND MARK K-1 | $29,751 | $29,751 | $29,751 |
| WENY PAT, LLC | $59,847 | $59,847 | $59,847 |
| POWERSHARES DB COMMODITY | -$278 | -$278 | -$278 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX LIABILITY | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $14,773 | 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 |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $67 | Amt |
| Net Investment Income | $67 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |