Civic Intelligence

Dena Charitable Trust Fka Barbara Walters Charitable Trust

990PF • Fiscal year 2023 • EIN 31-6670023

Jan 01, 2023 to Dec 31, 2023 • Filed on May 13, 2024

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.

2023 filings • NTEE T20 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

71st percentile

0.00x

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

2023 filings • NTEE T20 • <$500k nonprofits • Source year 2023

Net Margin

89th percentile

93%

Higher net margin than 89% of similar nonprofits.

2023 filings • NTEE T20 • <$500k nonprofits • Source year 2023

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.

2023 filings • NTEE T20 • <$500k nonprofits • Source year 2023

Asset Growth

84th percentile

22%

Faster asset growth than 84% of similar nonprofits.

2023 filings • NTEE T20 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

87th percentile

280%

Faster revenue growth than 87% of similar nonprofits.

2023 filings • NTEE T20 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$266,219

Up $47,956 (+22%) from 2022

Net Assets

Up

$266,219

Up $47,956 (+22%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin89th percentile

Revenue

Up

$51,710

Up $38,114 (+280%) from 2022

Expenses

Up

$3,754

Up $2,072 (+123%) from 2022

Net Income

Up

$47,956

Up $36,042 (+303%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2023

Assets$266,219
Liabilities$0
Net Assets$266,219
Open 2023 Filing

Operations Trend

Revenue Growth87th 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

2023

Revenue$51,710
Expenses$3,754
Net Income$47,956
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 13, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
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
Jaqueline W Danforth
Title
Trustee
Phone
2126971000
Signed
2024-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Citrin Cooperman Advisors LLC
Address
50 ROCKEFELLER PLAZA, NEW YORK, NY 10020
Preparer
Amanda Adams
Phone
2126971000
Raw XML Appendix275 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/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NY ANNUAL FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0476
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0476
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAQUELINE W DANFORTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02126971000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-13
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/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02024-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMANDA ADAMS
ReturnHeader/ReturnTs02024-05-14T11:07:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAQUELINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DANFORTH
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$266,219
Liabilities
$0
Net assets
$266,219
Revenue
$51,710
Expenses
$3,754
Net income
$47,956
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