Civic Intelligence

Dena Charitable Trust Fka Barbara Walters Charitable Trust

990PF • Fiscal year 2019 • EIN 31-6670023

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 08, 2020

Organization Profile
CO Citrin Cooperman 529 5th AveNew York, NY 10017

(212) 697-1000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

79th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • NTEE T20 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

78th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • NTEE T20 • <$500k nonprofits • Source year 2019

Net Margin

28th percentile

-67%

Higher net margin than 28% of similar nonprofits.

2019 filings • NTEE T20 • <$500k nonprofits • Source year 2019

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • NTEE T20 • <$500k nonprofits • Source year 2019

Asset Growth

7th percentile

-58%

Faster asset growth than 7% of similar nonprofits.

2019 filings • NTEE T20 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

88th percentile

177%

Faster revenue growth than 88% of similar nonprofits.

2019 filings • NTEE T20 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$150,048

Down $210,866 (-58%) from 2018

Net Assets

Down

$150,048

Down $210,866 (-58%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin28th percentile

Revenue

Up

$315,119

Up $201,457 (+177%) from 2018

Expenses

Down

$525,985

Down $991,910 (-65%) from 2018

Net Income

Up

-$210,866

Up $1,193,367 (+85%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,868,936Liabilities 2010: $0Net Assets 2010: $2,868,9362010Assets 2011: $2,825,012Liabilities 2011: $0Net Assets 2011: $2,825,0122011Assets 2012: $7,159,792Liabilities 2012: $0Net Assets 2012: $7,159,7922012Assets 2013: $5,977,002Liabilities 2013: $0Net Assets 2013: $5,977,0022013Assets 2014: $5,921,311Liabilities 2014: $0Net Assets 2014: $5,921,3112014Assets 2015: $4,677,524Liabilities 2015: $0Net Assets 2015: $4,677,5242015Assets 2016: $3,128,662Liabilities 2016: $0Net Assets 2016: $3,128,6622016Assets 2017: $1,769,200Liabilities 2017: $0Net Assets 2017: $1,769,2002017Assets 2018: $360,914Liabilities 2018: $0Net Assets 2018: $360,9142018Assets 2019: $150,048Liabilities 2019: $0Net Assets 2019: $150,0482019Assets 2020: $142,948Liabilities 2020: $0Net Assets 2020: $142,9482020Assets 2021: $206,349Liabilities 2021: $0Net Assets 2021: $206,3492021Assets 2022: $218,263Liabilities 2022: $0Net Assets 2022: $218,2632022Assets 2023: $266,219Liabilities 2023: $0Net Assets 2023: $266,2192023Assets 2024: $59,686Liabilities 2024: $0Net Assets 2024: $59,6862024

Highlighted filing

2019

Assets$150,048
Liabilities$0
Net Assets$150,048
Open 2019 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $93,5062010Expenses 2011: $117,3142011Expenses 2012: $538,1402012Revenue 2013: $234,091Expenses 2013: $1,416,881Net Income 2013: -$1,182,7902013Revenue 2014: $513,544Expenses 2014: $569,235Net Income 2014: -$55,6912014Revenue 2015: $271,875Expenses 2015: $1,553,761Net Income 2015: -$1,281,8862015Revenue 2016: $115,090Expenses 2016: $1,595,694Net Income 2016: -$1,480,6042016Revenue 2017: $208,193Expenses 2017: $1,537,020Net Income 2017: -$1,328,8272017Revenue 2018: $113,662Expenses 2018: $1,517,895Net Income 2018: -$1,404,2332018Revenue 2019: $315,119Expenses 2019: $525,985Net Income 2019: -$210,8662019Revenue 2020: $3,828Expenses 2020: $10,928Net Income 2020: -$7,1002020Revenue 2021: $64,756Expenses 2021: $1,355Net Income 2021: $63,4012021Revenue 2022: $13,596Expenses 2022: $1,682Net Income 2022: $11,9142022Revenue 2023: $51,710Expenses 2023: $3,754Net Income 2023: $47,9562023Revenue 2024: $38,565Expenses 2024: $245,098Net Income 2024: -$206,5332024

Highlighted filing

2019

Revenue$315,119
Expenses$525,985
Net Income-$210,866
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 8, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA WALTERSTrustee-$0--
JAQUELINE W DANFORTHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Dena Charitable Trust
EIN
31-6670023
Phone
2126971000
Address
CO CITRIN COOPERMAN 529 5TH AVE, NEW YORK, NY 10017

Signing Officer

Name
Barbara Walters
Title
Trustee
Phone
2126971000
Signed
2020-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Citrin Cooperman & Co Llp
Address
529 FIFTH AVENUE, NEW YORK, NY 10017-4683
Preparer
Mary T D Delman
Phone
2126971000
Raw XML Appendix316 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SARAH LAWRENCE COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01 MEAD WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BRONXVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010708
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0520000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt025043
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025043
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01401229
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01362475
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01324230
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01234299
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0190248
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0190248
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05817540
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0495307
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01401229
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01362475
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01324230
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01234299
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0520350
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0495307
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06007788
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05512481
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0350
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0350
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03635
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03635
TaxesSchedule/TaxesDetail/Amt02000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA WALTERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02126971000
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DENA CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FKA BARBARA WALTERS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DENA
ReturnHeader/Filer/EIN0316670023
ReturnHeader/Filer/PhoneNum02126971000
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO CITRIN COOPERMAN 529 5TH AVE
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010017
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId070F4850E85693045956D66841B824E6CBB7C8C4D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.66.226.196
ReturnHeader/FilingSecurityInformation/IPDt02020-11-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm008:26:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0222428965
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CITRIN COOPERMAN & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0529 FIFTH AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100174683
ReturnHeader/PreparerPersonGrp/PhoneNum02126971000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY T D DELMAN
ReturnHeader/ReturnTs02020-11-13T09:48:04-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$150,048
Liabilities
$0
Net assets
$150,048
Revenue
$315,119
Expenses
$525,985
Net income
-$210,866
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.04$0.25$0.21
2023Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.05$0.00$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.01$0.00$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.06$0.00$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.00$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.32$0.53$0.21
2018Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.11$1.52$1.40
2017Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.21$1.54$1.33
2016Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.12$1.60$1.48
2015Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.27$1.55$1.28
2014Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.51$0.57$0.06
2013Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$0.23$1.42$1.18
2012Detailed filing. Detailed filing data is available for this year.$7.16$0.00$7.16$0.54
2011Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.12
2010Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.09