FRANK X WENY & MARY ETHEL WENY CHARITABLE TRUST: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: FRANK X WENY & MARY ETHEL WENY CHARITABLE TRUST (EIN 31-6636669)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-10-21
IRS object ID: 201322949349100202
Schema version: 2012v2.1
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 Other Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-10-21T11:25:15-05:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	223546656	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Brad S Hoogstra CPA PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

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	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	316636669	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	FRANK X & MARY ETHEL WENY CHARITABLE TRUST	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	FRAN	NameControl
Phone	9738318700	Phone

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

Officer Officer

Field	Value	IRS element (for citing)
Name	WILLIAM HANSE	Name
Title	TRUSTEE	Title
Phone	9738318700	Phone
Date Signed	2013-09-28	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Brad S Hoogstra	Name
PTIN	P00159321	PTIN
Date Prepared	2013-09-28	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	10590404	FMVAssetsEOY
Method Of Accounting Accrual	X	MethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	16	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	16	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	27060	DividendsRevAndExpnss
Dividends Net Invst Incm	27060	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	8667	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	47836	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	8667	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	47795	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	47795	OtherIncomeNetInvstIncm
Total Revenue And Expenses	83538	TotalRevenueAndExpenses
Total Net Investment Income	83538	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	59836	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	20146	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	0	CompOfcrDirTrstDsbrsChrtblPrps
Legal Fees Rev And Expnss	3463	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	0	LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps	0	LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss	7725	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	0	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	0	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	15000	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	0	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	0	OtherProfFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss	4507	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	1875	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	0	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	90531	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	22021	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	200000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	200000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	290531	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	22021	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	200000	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-206993	ExcessOfRevenueOverExpenses
Net Investment Income	61517	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	67779	CashBOY
Cash EOY	39506	CashEOY
Cash EOYFMV	39506	CashEOYFMV
Accounts Receivable BOY	31563	AccountsReceivableBOY
Investments Other BOY	8480343	InvestmentsOtherBOY
Investments Other EOY	8265888	InvestmentsOtherEOY
Investments Other EOYFMV	10508873	InvestmentsOtherEOYFMV
Other Assets BOY	3648	OtherAssetsBOY
Other Assets EOY	42025	OtherAssetsEOY
Other Assets EOYFMV	42025	OtherAssetsEOYFMV
Total Assets BOY	8583333	TotalAssetsBOY
Total Assets EOY	8347419	TotalAssetsEOY
Total Assets EOYFMV	10590404	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	35211	CapitalStockBOY
Capital Stock EOY	35211	CapitalStockEOY
Paid In Or Capital Surplus BOY	0	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	0	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	8548122	RetainedEarningsBOY
Retained Earnings EOY	8312208	RetainedEarningsEOY
Total Net Assets BOY	8583333	TotalNetAssetsBOY
Total Net Assets EOY	8347419	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	8583333	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	8347419	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	8583333	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-206993	ExcessOfRevenueOverExpenses
Other Increases	33	OtherIncreases
Subtotal	8376373	Subtotal
Other Decreases	28954	OtherDecreases
Total Net Assets Fund Balances EOY	8347419	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (18 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
ISHARES TR RUSSELL MIDCAP	P	2012-01-01	2012-02-21	189	178	11	11
ISHARES TRUST RUSSELL 1000	P	2011-07-29	2012-02-21	68	66	2	2
ISHARES TRUST RUSSELL 2000	P	2012-01-01	2012-02-21	217	201	16	16
SPDR BARCLAYS INTL	P	2012-01-01	2012-02-21	1380	1399	-19	-19
VANGUARD BD IDX FD TOTAL BD	P	2012-01-01	2012-02-21	6180	6142	38	38
ETF VANGUARD FTSE EMERGE	P	2011-07-29	2012-02-21	485	531	-46	-46
ISHARES TR RUSSELL MIDCAP	P	2009-06-26	2012-02-21	1107	655	452	452
ISHARES TRUST RUSSELL 1000	P	2009-06-26	2012-02-21	5750	3971	1779	1779
ISHARES TRUST RUSSELL 1000 GROWTH	P	2009-06-26	2012-02-21	8585	5538	3047	3047
ISHARES TRUST RUSSELL 2000	P	2011-01-01	2012-02-21	795	665	130	130
ISHARES TRUST RUSSELL 2000 GROWTH	P	2011-01-01	2012-02-21	1129	849	280	280
ISHARES TR JP MORGAN	P	2010-06-04	2012-02-21	1906	1736	170	170
SPDR BARCLAYS HIGH YIELD	P	2010-06-04	2012-02-21	1582	1496	86	86
SPDR BARCLAYS INTL	P	2010-06-04	2012-02-21	2521	2217	304	304
VANGUARD BD IDX FD TOTAL BD	P	2009-06-26	2012-02-21	9271	8624	647	647
VANGUARD MSCI EAFE	P	2010-06-04	2012-02-21	1014	899	115	115
ETF VANGUARD FTSE EMERGE	P	2009-06-26	2012-02-21	4805	3485	1320	1320
ISHARES TR RUSSELL MIDCAP	P	2009-06-26	2012-02-21	852	517	335	335

Field	Value	IRS element (for citing)
Capital Gain Net Income	8667	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	705209	QualifyingDistributionsYear1
Noncharitable Assets Year1	10992158	NoncharitableAssetsYear1
Distribution Ratio Year1	0.064156	DistributionRatioYear1
Qualifying Distributions Year2	815077	QualifyingDistributionsYear2
Noncharitable Assets Year2	12125109	NoncharitableAssetsYear2
Distribution Ratio Year2	0.067222	DistributionRatioYear2
Qualifying Distributions Year3	876020	QualifyingDistributionsYear3
Noncharitable Assets Year3	14253641	NoncharitableAssetsYear3
Distribution Ratio Year3	0.061459	DistributionRatioYear3
Qualifying Distributions Year4	835000	QualifyingDistributionsYear4
Noncharitable Assets Year4	14672513	NoncharitableAssetsYear4
Distribution Ratio Year4	0.056909	DistributionRatioYear4
Qualifying Distributions Year5	750000	QualifyingDistributionsYear5
Noncharitable Assets Year5	15238053	NoncharitableAssetsYear5
Distribution Ratio Year5	0.049219	DistributionRatioYear5
Total Distribution Ratio	0.298965	TotalDistributionRatio
Average Distribution Ratio	0.059793	AverageDistributionRatio
Net Noncharitable Assets	10486846	NetNoncharitableAssets
Adjusted Noncharitable Assets	627040	AdjustedNoncharitableAssets
One Percent Net Investment Income	615	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	627655	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	200000	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	1230	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	1230	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	1230	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	6005	EstTaxPaymentsAndOverpayment
Tax Paid With Extension	3000	TaxPaidWithExtension
Total Credits And Payments	9005	TotalCreditsAndPayments
Overpayment	7775	Overpayment
Amount Credited To Next Year	7775	AmountCreditedToNextYear
Amount To Be Refunded	0	AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	1	UnrelatedBusIncomeOver1000
Form990 T Filed	1	Form990TFiled
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	0	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	NJ	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	HANSE ANDERSON LLP	BooksInCareOfPersonName
Books In Care Of Phone Number	9738318700	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

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 Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	0	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
WILLIAM C HANSE
2035 HAMBURG TURNPIKE	WAYNE	NJ	07470	TRUSTEE	2.00	29918	0	0
RODGER W LUDWIG
115 GOODVIEW WAY	BARNSTABLE	MA	02630	TRUSTEE	2.00	29918	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	10604437	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	42107	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	10646544	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	10646544	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	159698	CashDeemedCharitable
Net Noncharitable Assets	10486846	NetNoncharitableAssets
Minimum Investment Return	524342	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	524342	MinimumInvestmentReturn
Tax Based On Investment Income	1230	TaxBasedOnInvestmentIncome
Total Tax	1230	TotalTax
Distributable Amount Before Adj	523112	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	523112	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	523112	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	200000	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	200000	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	200000	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	523112	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	95709	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	212428	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	171372	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	213740	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	159791	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	853040	TotalExcessDistriCarryover
Qualifying Distributions	200000	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	200000	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	323112	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	323112	ExcessDistriCyovAppliedCY
Total Corpus	529928	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	529928	ExcessDistriCyovToNextYear
Excess From Year3	156397	ExcessFromYear3
Excess From Year2	213740	ExcessFromYear2
Excess From Year1	159791	ExcessFromYear1

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	WILLIAM HANSE	RecipientName

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 Number	9738318700	RecipientPhoneNumber
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.	FormAndInfoAndMaterials
Submission Deadlines	APPLICATIONS ARE ACCEPTED AT ANY TIME WITH TIMELY RESPONSES CONCERNING REQUESTS	SubmissionDeadlines
Restrictions On Awards	GRANTS ARE ONLY MADE TO OTHER CHARITABLE ORGANIZATIONS.	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
COMMUNITAS CHURCH
P O BOX 1802	NEW YORK	NY	10156	NONE	509(a)(1)	PROMOTE RELIGIOUS TEACHING/CHURCH	$10,000
BERGEN COUNTY SOCIETY
500 OLDWOODS ROAD	WYCKOFF	NJ	07481	NONE	509(a)(2)	PROMOTE MEN'S MINISTRIES	$2,500
CATHEDRAL CHOIR
126 PATERSON AVENUE	MIDLAND PARK	NJ	07432	NONE	509(a)(1) Church Rel	PROMOTE RELIGIOUS TEACHING THROUGH MUSIC	$2,500
LORDS DAY ALLIANCE
2930 FLOWERS ROAD SOUTH	ATLANTA	GA	30341	NONE	509(a)(1)	PROMOTE SUNDAY RELIGIOUS TEACHING	$10,000
JAMES HENRY COUNSELING ASSOCIATION
P O BOX 110	MIDLAND PARK	NJ	07432	NONE	509(a)(2)	PROMOTE COUNSELING FOR TERMINALLY ILL PEOPLE	$5,000
FIRST CHOICE WOMENS RESOURCE
82 SPEEDWELL AVENUE	MORRISTOWN	NJ	07960	NONE	509(a)(2)	PROVIDE MEDICAL CARE AND COUNSELING TO WOMEN	$5,000
CAMPUS CRUSADE FOR CHRIST
100 LAKE HART DRIVE	ORLANDO	FL	32832	NONE	509(a)(2)	COLLEGE MINISTRIES	$35,750
UNITED METHODIST CHURCH
99 PARISH DRIVE	WAYNE	NJ	07470	NONE	509(a)(1)	PROMOTE RELIGIOUS TEACHING/CHURCH	$1,000
CRANBROOK SCHOOL
500 PINE ROAD	BLOOMFIELD HI	MI	48013	NONE	501(a)(1)	PROMOTE EDUCATION	$15,000
CAPE COD YOUNG MENS CHRISTIAN ASSOCIATION INC
P O BOX 188	WEST BARNSTABLE	MA	02668	NONE	501(a)(1)	CIVIC ORGANIZATION	$60,000
TEACHBEYOND
P O BOX 6248	BLOOMINGDALE	IL	60108	NONE	509(a)(2)	TO PROVIDE RELIGIOUS TEACHING INSTRUCTION	$5,000
NEW HOPE COMMUNITY MINISTRIES
331 N 11TH STREET	PROSPECT PARK	NJ	07508	NONE	509(a)(2)	TO PROVIDE POVERTY RELIEF SERVICES	$2,500
CRU (CAMPUS CRUSADE FOR CHRIST)
100 LAKE HART DRIVE	ORLANDO	FL	32832	NONE	509(a)(2)	COLLEGE MINISTRIES	$10,750
MAF (MISSION AVIATION)
P O BOX 47	NAMPA	ID	83653	NONE	509(a)(2)	TO SUPPORT MISSIONARIES IN REMOTE LOCATIONS	$5,000
CAPE COD MUSEUM OF ART
P O BOX 2034	DENNIS	MA	02638	NONE	509(a)(2)	TO FURTHER ARTISTIC LEARNING AND APPRECIATION	$10,000
CAPE COD HEALTHCARE
27 PARK STREET	HYANNIS	MA	02601	NONE	509(a)(3)	TO FURTHER HEALTHCARE SERVICES ON CAPE COD, MASS	$10,000
THORTON BURGESS SOCIETY
6 DISCOVERY HILL ROAD	E SANDWICH	MA	02537	NONE	501(a)(1)	PROMOTES TEACHING OF ENVIRONMENTAL CONSERVATION	$10,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	200000	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$16	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$27,060	ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

Field	Value	IRS element (for citing)
Business Code	531120	BusinessCode
Unrelated Business Income	$47,795	UnrelatedBusinessIncomeAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$8,667	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$47,795	UnrelatedBusinessIncomeAmount
Exclusion	$35,743	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	83538	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING	Category
Amount	$7,725	Amount
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (9 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
42 EAST 30TH STREET	AT COST	382930	720911
BEE-DIC REALTY CO	AT COST	970323	1133609
CRANBERRY REALTY	AT COST	1764750	2253623
DELAV REALTY CO	AT COST	629966	427745
FRANK WENY ET AL	AT COST	868711	857018
JOFRA REALTY	AT COST	1878611	2578108
SECOND MARK REALTY	AT COST	167124	311845
WENY BROS & STORMS	AT COST	900348	1016513
WENY PAT LLC	AT COST	703125	1209501

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	LEGAL FEES	Category
Amount	$3,463	Amount
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets (2 entries)

DescriptionDescription	BOY Book ValueBOYBookValue	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
FORM 990PF CARRYOVER	1048	4775	4775
FORM 990T CARRYOVER	2600	37250	37250

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases (2 entries)

DescriptionDescription	AmountAmount
2011 EXTENSION PAYMENTS	$27,724
2012 EXCISE TAX LIABILITY	$1,230

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
INSURANCE	757	0	0
INVESTMENT EXPENSES	3750	1875	0

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (8 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Adjusted Net IncomeAdjustedNetIncome
BEE DIC REALTY LLC K-1	92411	92411	92411
CRANBERRY REALTY GROUP LLC	87750	87750	87750
DELAV REALTY CO K-1	-101174	-101174	-101174
WENY BROS & STORMS CO K-1	51380	51380	51380
FRANK WENY ET AL	53195	53195	53195
JOFRA REALTY S CORP K-1	-173301	-173301	-173301
SECOND MARK K-1	-1359	-1359	-1359
WENY PAT, LLC	38893	38893	38893

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	OTHER ADJUSTMENT	Description
Amount	$33	Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	APPRAISAL FEES	Category
Amount	$15,000	Amount
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps