David T & Karen Della Penta Charitable Tr

David T Della Penta Ttee

Rochester, NY
Tax-exempt since Aug. 2009
EIN: 26-6130052

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$40.1k (2024)

Expenses

$231k (2024)

Total Assets

$1.49M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$40,054

Expenses

$231,462

Net Income

-$191,408

Net Assets

$1,493,283

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,075	2.7%
Dividends	$53,436	> 100%
Sales of Assets	-$14,457
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$203,662	88.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,493,283
Total Liabilities	$0
Net Assets	$1,493,283

Compensation

Key Employees and Officers	Compensation	Other
David Della Penta (Director)	$0	$0
Karen Della Penta (Director)	$0	$0

990-PF

Filed on May 5, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$17,491

Expenses

$198,079

Net Income

-$180,588

Net Assets

$1,684,691

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,348	7.7%
Dividends	$49,645	> 100%
Sales of Assets	-$33,502
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$175,162	88.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,684,691
Total Liabilities	$0
Net Assets	$1,684,691

Compensation

Key Employees and Officers	Compensation	Other
David Della Penta (Director)	$0	$0
Karen Della Penta (Director)	$0	$0

990-PF

Filed on May 2, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$30,432

Expenses

$176,406

Net Income

-$145,974

Net Assets

$1,865,279

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$278	0.9%
Dividends	$48,058	> 100%
Sales of Assets	-$17,904
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,000	85.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,865,279
Total Liabilities	$0
Net Assets	$1,865,279

Compensation

Key Employees and Officers	Compensation	Other
David Della Penta (Director)	$0	$0
Karen Della Penta (Director)	$0	$0

990-PF

Filed on May 12, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$48,266

Expenses

$251,880

Net Income

-$203,614

Net Assets

$2,011,253

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,058	4.3%
Dividends	$51,712	> 100%
Sales of Assets	-$5,504
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$221,400	87.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,011,253
Total Liabilities	$0
Net Assets	$2,011,253

Compensation

Key Employees and Officers	Compensation	Other
David Della Penta (Director)	$0	$0
Karen Della Penta (Director)	$0	$0

990-PF

Filed on May 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$460,197

Expenses

$172,921

Net Income

$287,276

Net Assets

$2,220,293

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,982	0.6%
Dividends	$43,914	9.5%
Sales of Assets	$413,301	89.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$147,572	85.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,220,294
Total Liabilities	$1
Net Assets	$2,220,293

Compensation

Key Employees and Officers	Compensation	Other
David Della Penta (Director)	$0	$0
Karen Della Penta (Director)	$0	$0

990-PF

Filed on May 13, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$894,625

Expenses

$178,038

Net Income

$716,587

Net Assets

$1,932,415

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,669	0.4%
Dividends	$57,594	6.4%
Sales of Assets	$833,229	93.1%
Other Income	$133	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$169,302	95.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,932,416
Total Liabilities	$1
Net Assets	$1,932,415

Compensation

Key Employees and Officers	Compensation	Other
David Della Penta (Director)	$0	$0
Karen Della Penta (Director)	$0	$0

990-PF

Filed on May 26, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$43,081

Expenses

$135,598

Net Income

-$92,517

Net Assets

$1,214,649

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,284	3.0%
Dividends	$39,861	92.5%
Sales of Assets	$1,194	2.8%
Other Income	$742	1.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$127,503	94.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,214,649
Total Liabilities	$0
Net Assets	$1,214,649

Compensation

Key Employees and Officers	Compensation	Other
David Della Penta (Director)	$0	$0
Karen Della Penta (Director)	$0	$0

990-PF

Filed on May 1, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$54,509

Expenses

$150,733

Net Income

-$96,224

Net Assets

$1,303,177

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$121	0.2%
Dividends	$38,658	70.9%
Sales of Assets	$15,730	28.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$143,722	95.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,303,177
Total Liabilities	$0
Net Assets	$1,303,177

Compensation

Key Employees and Officers	Compensation	Other
David Della Penta (Director)	$0	$0
Karen Della Penta (Director)	$0	$0

990-PF

Filed on May 9, 2018

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2016

Revenue

$43,797

Expenses

$88,517

Net Income

-$44,720

Net Assets

$1,399,401

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$45	0.1%
Dividends	$31,632	72.2%
Sales of Assets	$12,120	27.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,004	90.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,399,401
Total Liabilities	$0
Net Assets	$1,399,401

Compensation

Key Employees and Officers	Compensation	Other
David Della Penta (Director)	$0	$0
Karen Della Penta (Director)	$0	$0

990-PF

Filed on May 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$73,339

Expenses

$73,667

Net Income

-$328

Net Assets

$1,444,121

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$26	0.0%
Dividends	$27,711	37.8%
Sales of Assets	$45,602	62.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,212	91.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,444,121
Total Liabilities	$0
Net Assets	$1,444,121

Compensation

Key Employees and Officers	Compensation	Other
David Della Penta (Director)	$0	$0
Karen Della Penta (Director)	$0	$0

990-PF

Filed on May 12, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$46,398

Expenses

$129,979

Net Income

-$83,581

Net Assets

$1,444,408

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$34	0.1%
Dividends	$30,919	66.6%
Sales of Assets	$15,445	33.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$123,649	95.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,444,408
Total Liabilities	$0
Net Assets	$1,444,408

Compensation

Key Employees and Officers	Compensation	Other
David Della Penta (Director)	$0	$0
Karen Della Penta (Director)	$0	$0

990-PF

Filed on May 14, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$43,824

Expenses

$149,804

Net Income

-$105,980

Net Assets

$1,525,385

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$100	0.2%
Dividends	$37,225	84.9%
Sales of Assets	$6,499	14.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$143,004	95.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,525,385
Total Liabilities	$0
Net Assets	$1,525,385

Compensation

Key Employees and Officers	Compensation	Other
David Della Penta (Director)	$0	$0
Karen Della Penta (Director)	$0	$0

990-PF

Filed on May 12, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$52,000

Expenses

$114,936

Net Income

-$62,936

Net Assets

$1,631,377

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$133	0.3%
Dividends	$42,056	80.9%
Sales of Assets	$9,811	18.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,653	95.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,631,378
Total Liabilities	$1
Net Assets	$1,631,377

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$41,152

Expenses

$74,956

Net Income

-$33,804

Net Assets

$1,694,313

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$68	0.2%
Dividends	$40,425	98.2%
Sales of Assets	$659	1.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,080	93.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,694,314
Total Liabilities	$1
Net Assets	$1,694,313

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David T & Karen Della Penta Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $40.1k (2024)

Expenses $231k (2024)

Total Assets $1.49M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$40.1k (2024)

Expenses

$231k (2024)

Total Assets

$1.49M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007