Civic Intelligence

Dena Charitable Trust Fka Barbara Walters Charitable Trust

990PF • Fiscal year 2021 • EIN 31-6670023

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization Profile
CO Citrin 50 Rockefeller PlzNew York, NY 10020

(212) 697-1000

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

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

2021 filings • NTEE T20 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

70th percentile

0.00x

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

2021 filings • NTEE T20 • <$500k nonprofits • Source year 2021

Net Margin

91st percentile

98%

Higher net margin than 91% of similar nonprofits.

2021 filings • NTEE T20 • <$500k nonprofits • Source year 2021

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.

2021 filings • NTEE T20 • <$500k nonprofits • Source year 2021

Asset Growth

85th percentile

44%

Faster asset growth than 85% of similar nonprofits.

2021 filings • NTEE T20 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

94th percentile

1592%

Faster revenue growth than 94% of similar nonprofits.

2021 filings • NTEE T20 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$206,349

Up $63,401 (+44%) from 2020

Net Assets

Up

$206,349

Up $63,401 (+44%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin91st percentile

Revenue

Up

$64,756

Up $60,928 (+1592%) from 2020

Expenses

Down

$1,355

Down $9,573 (-88%) from 2020

Net Income

Up

$63,401

Up $70,501 (+993%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2021

Assets$206,349
Liabilities$0
Net Assets$206,349
Open 2021 Filing

Operations Trend

Revenue Growth94th 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

2021

Revenue$64,756
Expenses$1,355
Net Income$63,401
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
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 50 ROCKEFELLER PLZ, NEW YORK, NY 10020

Signing Officer

Name
Barbara Walters
Title
Trustee
Phone
2126971000
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Citrin Cooperman Advisors LLC
Address
50 ROCKEFELLER PLAZA, NEW YORK, NY 10020
Preparer
Mary T D Delman
Phone
2126971000
Raw XML Appendix274 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/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03259011
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0495307
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01401229
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01362475
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04572581
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04583241
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01355
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01355
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA WALTERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02126971000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
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 50 ROCKEFELLER PLZ
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010020
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0872525370
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CITRIN COOPERMAN ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 ROCKEFELLER PLAZA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010020
ReturnHeader/PreparerPersonGrp/PhoneNum02126971000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY T D DELMAN
ReturnHeader/ReturnTs02022-11-15T15:39:00-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARBARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WALTERS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$206,349
Liabilities
$0
Net assets
$206,349
Revenue
$64,756
Expenses
$1,355
Net income
$63,401
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