THE WINFIELD FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE WINFIELD FOUNDATION (EIN 13-7170245)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201921359349102242
- Schema version
- 2018v3.1
- 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
- Investments Corp Stock 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 | 2019-05-15T12:27:44-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061119866 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIOLA CHRABASCZ REYNOLDS & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 PHOENIX AVENUE | AddressLine1Txt |
| City | ENFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 Z FRIEDMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8608680165 | PhoneNum |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD STAMBOVSKY | PreparerPersonNm |
| PTIN | P00434453 | PTIN |
| Phone | 8607413088 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 174.79.173.103 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-15 | IPDt |
| IP Tm | 13:27:25 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B9A725711A35AC343934577A7D9038DBD8B279B4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B9A725711A35AC343934577A7D9038DBD8B279B4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,273,678 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $143 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $143 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,155 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,155 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $108,736 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $178,635 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $108,736 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,421 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $134,455 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $133,034 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,004 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,502 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,742 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $492 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $63 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $63 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,609 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,957 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $89,790 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $89,790 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $98,399 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,957 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $89,790 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $36,056 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $129,077 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $91,485 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $182,424 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $182,424 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $800,687 | CorporateStockBOYAmt |
| Corporate Stock EOY | $740,554 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,091,254 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $892,172 | TotalAssetsBOYAmt |
| Total Assets EOY | $922,978 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,273,678 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $892,172 | RetainedEarningBOYAmt |
| Retained Earning EOY | $922,978 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $892,172 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $922,978 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $892,172 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $922,978 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $892,172 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $36,056 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $928,228 | SubtotalAmt |
| Other Decreases | $5,250 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $922,978 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB | 2018-01-01 | 2018-12-31 | $6 | $7 | -$1 | -$1 |
| CHARLES SCHWAB | 2010-01-01 | 2018-12-31 | $178,629 | $69,892 | $108,737 | $108,737 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $108,736 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $149,405 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,353,421 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.110391 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $105,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,326,330 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.079166 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $105,050 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,269,879 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.082724 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $75,735 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,312,332 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057710 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $65,985 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,038,664 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.063529 | DistributionYr5Rt |
| Total Distribution | 0.393520 | TotalDistributionRt |
| Average Distribution | 0.078704 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,343,888 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $105,769 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,291 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $107,060 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $89,790 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,582 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,582 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,582 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $600 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,982 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUDITH Z FRIEDMAN TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8608680165 | 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 | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHAYE ZUCKERMAN SHAPOT | ||||||||
| 310 WEST 79 STREET APT1W | NEW YORK | NY | 10024 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JUDITH Z FRIEDMAN | ||||||||
| PO BOX 2370 | NEW PRESTON | CT | 06777 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOEL B ZUCKERMAN | ||||||||
| 7 NORMANS WAY | PARK CITY | UT | 84060 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,225,899 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $138,454 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,364,353 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,364,353 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,465 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,343,888 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $67,194 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $67,194 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,582 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,582 | TotalTaxAmt |
| Distributable Before Adj | $64,612 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $64,612 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $64,612 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $89,790 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $89,790 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $89,790 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $64,612 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $14,856 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,913 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $43,197 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $40,299 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $82,924 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $193,189 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $89,790 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $64,612 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $25,178 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $218,367 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $14,856 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $203,511 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,913 | ExcessFromYear4Amt |
| Excess From Year3 | $43,197 | ExcessFromYear3Amt |
| Excess From Year2 | $40,299 | ExcessFromYear2Amt |
| Excess From Year1 | $82,924 | ExcessFromYear1Amt |
| Excess From Current Year | $25,178 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE WINFIELD FOUNDATION CO JUDITH F | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| 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) |
|---|---|---|
| Recipient Phone | 8608680165 | RecipientPhoneNum |
| Form And Info And Materials | TYPED APPLICATION INCLUDING NAME OF REQUESTING CHARITABLE ORGANIZATION, ADDRESS, CHARITABLE PURPOSE/FUNCTION AND SPECIFIC REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE NONE NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALVIN ALLEY DANCE FOUNDATION THE JOAN WEILL CENTER FOR DANCE | |||||||
| 405 WEST 55TH ST | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | TO SUPPORT EDUCATION & COMMUNITY PROGRAMS | $500 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 NORTH MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | NONE | VOLUNTARY HEALTHCARE | TO SUPPORT CARE & RESEARCH OF ALZHEIMER'S DISEASE | $4,000 |
| AMERICAN CIVIL LIBERTIES FOUNDATION | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | TO SUPPORT DEFENSE OF CONSTITUTIONAL RIGHTS | $4,000 |
| CARING KIND | |||||||
| 360 LEXINGTON AVENUE 4TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | TO SUPPORT FAMILIES AFFECTED BY ALZHEIMER'S DISEASE | $8,000 |
| CJR MEMORIAL FOUNDATION | |||||||
| 1114 DEWBERRY DRIVE | HAWLEY | PA | 18428 | NONE | PUBLIC CHARITY | TO AID PARENTS OF LONG TERM HOSPITALIZED CHILDREN | $3,000 |
| CURE ALZHEIMER'S FUND | |||||||
| 34 WASHINGTON STREET SUITE 200 | WELLESLEY HILLS | MA | 02481 | NONE | PUBLIC CHARITY | TO SUPPORT RESEARCH OF ALZHEIMER'S DISEASE | $6,000 |
| EPICPROMISE FOUNDATION | |||||||
| 390 INTERLOCKEN CRESENT | BROOMFIELD | CO | 80021 | NONE | PUBLIC CHARITY | PRESERVING THE INTRINSIC ESSENCE OF THE NATURAL ENVIRONMENTS AND COMMUNITIES | $1,000 |
| FRIENDS OF CHILDRENS HOSPITAL | |||||||
| 3900 LAKELAND DRIVE SUITE 205 | FLOWOOD | MS | 39232 | NONE | PUBLIC CHARITY | TO SUPPORT NEEDS OF PATIENTS AT BATSON CHILDREN'S HOSPITAL | $2,500 |
| HOLLINGS CANCER CENTER | |||||||
| 86 JONATHAN LUCAS ST | CHARLESTON | SC | 29425 | NONE | PUBLIC CHARITY | RESEARCH OF CANCER BIOLOGY, CANCER IMMUNOLOGY & DEVELOPMENTAL CANCER THERAPEUTICS | $3,500 |
| JOYCE THEATRE FOUNDATION | |||||||
| 175 EIGHTH AVE | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | TO SUPPORT GENERAL OPERATING EXPENSES | $290 |
| PARK CITY COMMUNITY FOUNDATION | |||||||
| PO BOX 681499 | PARK CITY | UT | 84068 | NONE | PUBLIC CHARITY | TO SUPPORT LOCAL NON-PROFITS ORGANIZATIONS IN PARK CITY, UT | $12,500 |
| PARK CITY INSTITUTE | |||||||
| 1244 IRON HORSE DR | PARK CITY | UT | 84060 | NONE | PUBLIC CHARITY | TO SUPPORT GENERAL OPERATING EXPENSES OF THEATER | $3,500 |
| PEACE HOUSE | |||||||
| 1960 SIDEWINDER DRIVE SUITE 208 | PARK CITY | UT | 84060 | NONE | PUBLIC CHARITY | THE ORGANIZATION IS DEDICATED TO ENDING FAMILY VIOLENCE AND ABUSE THROUGH EDUCATION, OUTREACH, SUPPORT SERVICES, AND SAFE HOUSING. | $3,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAMS STREET 10TH FLOOR | NEW YORK | NY | 10028 | NONE | PUBLIC CHARITY | TO SUPPORT REPRODUCTIVE HEALTH CARE FOR WOMEN | $8,000 |
| ROHR CHABAD HOUSE AT VANDERBILT UNIVERSITY | |||||||
| 111 23RD AVE N | NASHVILLE | TN | 37203 | NONE | EDUCATIONAL INSTITUT | PROVIDES A VIBRANT STUDENT CENTER THAT OFFERS A COMPELLING, RICH AND MEANINGFUL JEWISH EXPERIENCE TO ALL WHO COME IN CONTACT WITH IT. | $3,000 |
| SANDY HOOK PROMISE FOUNDATION | |||||||
| 13 CHURCH HILL ROAD | NEWINGTON | CT | 06470 | NONE | EDUCATIONAL INSTITUT | TO SUPPORT VIOLENCE PREVENTION EDUCATION & PROGRAMS | $6,000 |
| SHARSHERET | |||||||
| 1086 TEANECK RD STE 2G | TEANECK | NJ | 07666 | NONE | PUBLIC CHARITY | TO SUPPORT RESOURCES & PROGRAMS FOR JEWISH WOMEN WITH BREAST CANCER | $4,500 |
| SUMMIT LAND CONSERVANCY | |||||||
| 1665 BONANZA DR | PARK CITY | UT | 84060 | NONE | PUBLIC CHARITY | PROTECT AND MONITOR THE COMMUNITY'S INVESTMENT IN LOCAL OPEN SPACES BY DEFENDING 38 PROTECT AND MONITOR THIS COMMUNITY'S INVESTMENT IN LOCAL OPEN SPACES BY DEFENDING 38 PERMANENT CONSERVATION EASEMENTSPROTECT AND MONITOR THIS COMMUNITY'S INVESTMENT INP LOCAL OPEN SPACES BY DEFENDING 38 PERMANENT CONSERVATION EASEMENTS | $1,000 |
| THE FRESH AIR FUND | |||||||
| 633 THIRD AVENUE FLOOR 14 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | TO SUPPORT SUMMER CAMP, MENTORING & TUTORING FOR LOW INCOME CHILDREN | $500 |
| US SKI AND SNOWBOARD FOUNDATION | |||||||
| 1 VICTORY LANE | PARK CITY | UT | 84060 | NONE | PUBLIC CHARITY | TO SUPPORT US SKI & SNOWBOARD ATHLETES TRAINING FOR THE OLYMPICS | $9,000 |
| WASHINGTON MONTESSORI SCHOOL | |||||||
| 240 LITCHFIELD TURNPIKE | NEW PRESTON | CT | 06777 | NONE | EDUCATIONAL INSTITUT | TO SUPPORT FINANCIAL AID, SPECIAL PROGRAMS & MAINTENANCE OF SCHOOL | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $89,790 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $143 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,155 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $108,736 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Related Or Exempt Function Incm | $1,421 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $24,298 | ExclusionAmt |
| Related Or Exempt Function Incm | $110,157 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $134,455 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | REQUIRED IRS FILING | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREPARATION | CategoryTxt |
| Amt | $1,800 | Amt |
| Net Investment Income | $900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABB LTD SPONS ADR | $42,066 | $38,020 |
| AIR PROD & CHEMICALS INC | $32,231 | $64,020 |
| APPLIED MATERIALS INC DELAWARE | $9,630 | $26,192 |
| AUTODESK INC | $11,256 | $38,583 |
| CORNING, INC. | $20,102 | $36,252 |
| DIAGEO PLC | $42,700 | $56,720 |
| EBAY INC. | $24,543 | $28,070 |
| FLIR SYSTEMS INC. | $20,248 | $21,770 |
| HARRIS CORPORATION | $13,309 | $22,621 |
| ILLINOIS TOOL WORKS INC | $15,458 | $38,007 |
| JOHNSTON CTLS INTL | $40,351 | $29,650 |
| M & T BANK CORP | $40,140 | $35,783 |
| MEDTRONIC INC | $37,834 | $45,480 |
| MERCK & CO INC | $27,470 | $53,487 |
| MICROSOFT CORP | $11,375 | $40,628 |
| MOHAWK INDUSTRIES | $9,599 | $23,392 |
| PAYCHEX INC | $25,390 | $52,120 |
| PAYPAL HOLDINGS INC. | $17,119 | $46,250 |
| PROCTER & GAMBLE CO | $33,340 | $45,960 |
| ROYAL DUTCH SHELL PLC | $36,680 | $29,970 |
| STRYKER CORP | $20,612 | $47,025 |
| SYNOPSYS INC | $15,021 | $33,696 |
| U S BANCORP | $31,900 | $27,420 |
| VERISK ANALYTICS INC | $26,329 | $43,616 |
| WEYERHAEUSER CO | $30,799 | $19,674 |
| WILEY & SONS INC | $42,008 | $46,970 |
| XYLEM | $12,464 | $40,032 |
| ZIMMER HOLDINGS INC | $40,826 | $51,860 |
| UNITED TECHNOLOGIES | $9,754 | $7,986 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $5,250 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $63 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $63 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $1,421 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,421 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATIVE MANAGEMENT SERVICES | CategoryTxt |
| Amt | $5,004 | Amt |
| Net Investment Income | $2,502 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $242 | $242 | $0 |
| FEDERAL TAXES PAID | $1,000 | $0 | $0 |
| OTHER TAXES AND LICENSES | $500 | $250 | $0 |