THE WINFIELD FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE WINFIELD FOUNDATION (EIN 13-7170245)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-11
- IRS object ID
- 202013169349102151
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-11T03:53:27-00:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Nicholas LaPier CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 Park Ave | AddressLine1Txt |
| City | W Springfield | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01089 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137170245 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Winfield Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WINF | BusinessNameControlTxt |
| Phone | 8608680165 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2370 | AddressLine1Txt |
| City | New Preston | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06777 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Judith Friedman | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 8608680165 | PhoneNum |
| Signature | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicholas LaPier | PreparerPersonNm |
| Phone | 4137320200 | PhoneNum |
| Preparation | 2020-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.212.11.225 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 18:17:35 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Federal Original Submission Id | 0449722020183tuagp1a | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-09 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 99C94E5EA6C1D5B0B3393E584087AD74DF88B4B9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8F1C69BC96A4AE2A11A0EC68055253ECC4CF814D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,026,428 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $390 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $390 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,110 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,110 | DividendsNetInvstIncmAmt |
| Gross Sales Price | $13,309 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $105 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $23,605 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,500 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $5,209 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $4,209 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,500 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $4,446 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,446 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,802 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $236 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $313 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $63 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $21,070 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,954 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $78,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $78,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $99,070 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,954 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $79,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$75,465 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,546 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $182,424 | CashBOYAmt |
| Cash EOY | $70,099 | CashEOYAmt |
| Cash EOYFMV | $70,099 | CashEOYFMVAmt |
| Corporate Stock BOY | $740,554 | CorporateStockBOYAmt |
| Corporate Stock EOY | $486,685 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $956,329 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $922,978 | TotalAssetsBOYAmt |
| Total Assets EOY | $556,784 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,026,428 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $922,978 | RetainedEarningBOYAmt |
| Retained Earning EOY | $556,784 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $922,978 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $556,784 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $922,978 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $556,784 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $922,978 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$75,465 | ExcessRevenueOverExpensesAmt |
| Subtotal | $847,513 | SubtotalAmt |
| Other Decreases | $290,729 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $556,784 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $89,790 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,273,678 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000000.070497 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $149,405 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,353,421 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000000.110391 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $105,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,326,330 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000000.079166 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $105,050 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,269,879 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000000.082724 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $75,735 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,312,332 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000000.057710 | DistributionYr5Rt |
| Total Distribution | 000000.400488 | TotalDistributionRt |
| Average Distribution | 000000.080098 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $788,801 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $63,181 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $135 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $63,316 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $79,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $135 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $135 | SubtotalAmt |
| Tax Based On Investment Income | $135 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,584 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,584 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $2,584 | OriginalReturnTaxPaidAmt |
| Overpayment | $2,449 | OverpaymentAmt |
| Applied To ES Tax | $2,449 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Comply With Public Insp Rqr | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Karen Hywla | IndividualWithBooksNm |
| Phone | 8606860165 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2370 | AddressLine1Txt |
| City | New Preston | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06777 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CHAYE ZUCKERMAN SHAPOT | ||||||
| 310 WEST 79 STREET APT1W | NEW YORK | NY | 10024 | TRUSTEE | 001.00 | $0 |
| JUDITH FRIEDMAN | ||||||
| PO BOX 2370 | NEW PRESTON | CT | 06777 | TRUSTEE | 001.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Not Applicable | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $715,813 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $85,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $800,813 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $800,813 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,012 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $788,801 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,440 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,440 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $135 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $135 | TotalTaxAmt |
| Distributable Before Adj | $39,305 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $39,305 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $39,305 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $79,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $79,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $135 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $78,865 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,305 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $11,913 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $43,197 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $40,299 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $82,924 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $25,175 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $203,508 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $79,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $39,305 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $39,695 | RemainingDistriFromCorpusAmt |
| Total Corpus | $243,203 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $11,913 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $231,290 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $43,197 | ExcessFromYear4Amt |
| Excess From Year3 | $40,299 | ExcessFromYear3Amt |
| Excess From Year2 | $82,924 | ExcessFromYear2Amt |
| Excess From Year1 | $25,175 | ExcessFromYear1Amt |
| Excess From Current Year | $39,695 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| US Ski & Snowboard Team Foundation | |||||||
| 1 Victory Lane | Park City | UT | 84060 | none | PC | To support US Ski and Snowboard Athlete training for the olympics | $18,000 |
| Planned Parenthood Federation of America | |||||||
| 123 Williams St | New York | NY | 10038 | none | PC | To support reproductive care for women | $7,000 |
| Caringkind | |||||||
| 360 Lexington Ave | New York | NY | 10017 | none | PC | To support families affected by alzeimers disease | $10,000 |
| American Civil Liberties | |||||||
| 125 Broad St | New York | NY | 10004 | none | PC | To protect civil liberties | $5,000 |
| Sharsheret | |||||||
| 1086 Teaneck Road | Teanack | NJ | 07666 | none | PC | To support resources and programs for Jewish women with breast cancer | $5,000 |
| Sandy Hook Promise Foundation | |||||||
| 13 Church Hill Road | Newtown | CT | 06470 | none | PC | To support violence prevention, education and programs | $6,000 |
| Cure Alzheimers Fund | |||||||
| 34 Washington Street | Wellesley Hills | MA | 02481 | none | PC | To support research of Alzheimers disease | $6,000 |
| Alzheimer's Association | |||||||
| 225 North Michigan Avenue | Chicago | IL | 60601 | none | PC | To support care research of Alzheimers disease | $4,000 |
| Peace House | |||||||
| 700 Round Valley Drive 115 | Park City | UT | 84060 | none | PC | To support shelter and services to victims of domestic abuse | $5,000 |
| Everytown for Gun Safety Support Fund | |||||||
| PO Box 3886 | New York | NY | 10163 | none | PC | To reduce gun violence in us through research, development of policies and education of the public | $4,000 |
| Gods love we deliver | |||||||
| 1666 Avenue of the americas | New York | NY | 10013 | none | PC | To provide and deliver free nutritious meals to people with life altering illnesses, children and senior caregivers | $3,000 |
| Best Buddies International | |||||||
| 1585 Mallory Lane | Brentwood | TN | 37027 | none | PC | To create opportunities for one on one friendships, employment, leadership development for people with intellectual and developmental disabilities | $1,500 |
| Heifer International | |||||||
| 1 World Avenue | Little Rock | AR | 72202 | none | PC | To empower people to lift themselves out of poverty through the gift of food producing animals | $1,000 |
| Doctors without Borders | |||||||
| 40 Rector Street | New York | NY | 10006 | none | PC | To provide emergency medical care internationally to people caught in crisis | $1,000 |
| The fresh air fund | |||||||
| 633 Third Avenue | New York | NY | 10017 | none | PC | To support summer camp experiences for low income children living in New York City | $500 |
| The New York Times neediest cases fund | |||||||
| 620 Eighth Avenue | New York | NY | 10018 | none | PC | To support the work of 7 social service organizations that provide services to people in need of assistance | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $78,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $390 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,110 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Expense reimbursement | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $105 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $23,605 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,605 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $1,800 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Harris Corp | AssetDesc |
| Acquired | 2015-06 | AcquiredDt |
| Sold | 2019-07 | SoldDt |
| Gross Sales Price | $13,309 | GrossSalesPriceAmt |
| Basis | $13,309 | BasisAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Schwab Investments | $466,152 | $938,209 |
| Weyerhaeuser REIT | $20,533 | $18,120 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $4,500 | LegalFeesAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Distribution of Securities Cash to Donor Advised Fund | Desc |
| Amt | $290,729 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Bank Charges | $63 | $63 |
| NY Char Reg Fee | $250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Reimbursement for non charitable portion | Desc |
| Revenue And Expenses Per Books | $105 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Granfield Dodd | CategoryTxt |
| Amt | $4,446 | Amt |
| Net Investment Income | $4,446 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Tax | $236 | $236 |
| Federal Income Taxes | $4,566 |