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Nonprofit · EIN 06-6469925

GW FOUNDATION TR

Also known as WENDT GARY C TTEE

Tax-exempt · COS COB, CT 06807

Financials

$18.4M$423K2023$1.5M$1.1M2024$2M$1.3M2025
Revenue Expenses · by fiscal year end
Financials of GW FOUNDATION TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$2,013,150$1,342,907$670,243$27,189,172$0$27,189,172
December 31, 2024990-PF$1,482,035$1,105,936$376,099$26,518,929$0$26,518,929
December 31, 2023990-PF$18,360,125$423,165$17,936,960$26,142,830$0$26,142,830
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.

NameTitleHours / weekCompensation
VALERIE AHNEMAN
43 OLD CAMP LANE, COS COB, CT 06807
TRUSTEE5$90,000
GARY C WENDT
3055 HARBOR DRIVE 1701, FORT LAUDERDALE, FL 33316
TRUSTEE2$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
VALERIE AHNEMAN
43 OLD CAMP LANE, COS COB, CT 06807
TRUSTEE5$60,250
GARY C WENDT
3055 HARBOR DRIVE 1701, FORT LAUDERDALE, FL 33316
TRUSTEE2$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
VALERIE AHNEMAN
43 OLD CAMP LANE, COS COB, CT 06807
TRUSTEE3$23,500
GARY C WENDT
3055 HARBOR DRIVE 1701, FORT LAUDERDALE, FL 33316
TRUSTEE1$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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-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
Assets (IRS master file)
$27,189,172
Income (IRS master file)
$13,957,008

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$2,013,150$1,342,907$27,189,172IRS
990-PFDecember 2024$1,482,035$1,105,936$26,518,929IRS
990-PFDecember 2023$18,360,125$423,165$26,142,830XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 06-6469925).

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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