Nonprofit · EIN 06-6469925
GW FOUNDATION TR
Also known as WENDT GARY C TTEE
Tax-exempt · COS COB, CT 06807
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,013,150 | $1,342,907 | $670,243 | $27,189,172 | $0 | $27,189,172 |
| December 31, 2024 | 990-PF | $1,482,035 | $1,105,936 | $376,099 | $26,518,929 | $0 | $26,518,929 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $969,919
- Net gain from sales of assets
- $1,033,756
- Other income
- $9,475
Expenses
- Grants and similar amounts paid
- $1,042,000
- Compensation of officers, directors and key employees
- $90,000
- Disbursements for charitable purposes
- $1,099,586
- Excise tax on investment income
- $24,871
Balance sheet and other
- Total assets, start of year
- $26,518,929
- Total assets, end of year
- $27,189,172
- Total liabilities, end of year
- $0
- Net assets, end of year
- $27,189,172
- Fair market value of assets
- $31,502,207
- Qualifying distributions
- $1,099,586
- Net investment income
- $2,013,150
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VALERIE AHNEMAN 43 OLD CAMP LANE, COS COB, CT 06807 | TRUSTEE | 5 | $90,000 |
| GARY C WENDT 3055 HARBOR DRIVE 1701, FORT LAUDERDALE, FL 33316 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VALERIE AHNEMAN 43 OLD CAMP LANE, COS COB, CT 06807 | TRUSTEE | 5 | $60,250 |
| GARY C WENDT 3055 HARBOR DRIVE 1701, FORT LAUDERDALE, FL 33316 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 43 OLD CAMP LN, COS COB, CT 06807-1320
- In care of
- % MR GARY C WENDT
- Signed the 990-PF
- VALERIE AHNEMAN, TRUSTEE
- Phone
- (954) 523-2945
- Return prepared by
- CBIZ ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 06-6469925
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $27,189,172
- Income (IRS master file)
- $13,957,008
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $18,360,125 | $423,165 | $26,142,830 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about GW FOUNDATION TR
- What is the EIN of GW FOUNDATION TR?
- The employer identification number (EIN) of GW FOUNDATION TR is 06-6469925.
- Is GW FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to GW FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GW FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GW FOUNDATION TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GW FOUNDATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of GW FOUNDATION TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $90,000 (VALERIE AHNEMAN, TRUSTEE).
- How much revenue does GW FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,013,150, expenses of $1,342,907 and total assets of $27,189,172 at year end.
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