THE WINFIELD FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE WINFIELD FOUNDATION (EIN 13-7170245)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-07
- IRS object ID
- 201803119349100840
- Schema version
- 2017v2.3
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-07T12:23:41-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-10-25 | 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 | 2018-10-25 | IPDt |
| IP Tm | 13:52:07 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F4DEF2D043AB552B1F9F538DE6118366EAA13833 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B9A725711A35AC343934577A7D9038DBD8B279B4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $1,452,029 | 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 | $85 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $85 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,317 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,317 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,550 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $214,281 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,550 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $69,952 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $69,952 | 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 | $10,494 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,726 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,067 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,817 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,361 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,443 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $150,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $164,361 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,443 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $150,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$94,409 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $59,509 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $182,448 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $91,485 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $91,485 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $802,751 | CorporateStockBOYAmt |
| Corporate Stock EOY | $800,687 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,360,544 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $985,199 | TotalAssetsBOYAmt |
| Total Assets EOY | $892,172 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,452,029 | 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 | $985,199 | RetainedEarningBOYAmt |
| Retained Earning EOY | $892,172 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $985,199 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $892,172 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $985,199 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $892,172 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $985,199 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$94,409 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,382 | OtherIncreasesAmt |
| Subtotal | $892,172 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $892,172 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| CAPITAL GAIN | 2000-01-01 | 2017-12-31 | $288 | $288 | $288 | |
| AUTODESK INC | 2013-05-22 | 2017-10-02 | $22,581 | $15,077 | $15,077 | $7,504 |
| ILLINOIS TOOL WORKS | 2012-01-18 | 2017-10-02 | $29,992 | $19,687 | $19,687 | $10,305 |
| ITT INC | 1991-12-09 | 2017-10-02 | $34,348 | -$29,905 | -$29,905 | $64,253 |
| MICROSOFT CORP | 2012-01-18 | 2017-10-02 | $29,824 | $18,449 | $18,449 | $11,375 |
| MOHAWK INDUSTRIES | 2003-02-12 | 2017-10-02 | $18,240 | $14,734 | $14,734 | $3,506 |
| STRYKER CORP | 2013-09-16 | 2017-10-02 | $42,804 | $21,571 | $21,571 | $21,233 |
| VERSUM MATERIALS INC | 2013-02-15 | 2017-10-02 | $7,855 | $4,830 | $4,830 | $3,025 |
| VODAFONE GROUP | 2012-01-18 | 2017-10-02 | $21,630 | -$16,594 | -$16,594 | $38,224 |
| VODAFONE GROUP | 2015-10-01 | 2017-10-02 | $6,719 | -$587 | -$587 | $7,306 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,550 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $105,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,326,330 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.079166 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $105,050 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,269,879 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.082724 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $75,735 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,312,332 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057710 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $65,985 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,038,664 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.063529 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $68,183 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $975,857 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.069870 | DistributionYr5Rt |
| Total Distribution | 0.352999 | TotalDistributionRt |
| Average Distribution | 0.070600 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,353,421 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $95,552 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $595 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $96,147 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $150,000 | 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 | $595 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $595 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $595 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,616 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,616 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,021 | OverpaymentAmt |
| Applied To ES Tax | $600 | AppliedToESTaxAmt |
| Refund | $1,421 | RefundAmt |
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 |
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 | $1,232,564 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $141,467 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,374,031 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,374,031 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,610 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,353,421 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $67,671 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $67,671 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $595 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $595 | TotalTaxAmt |
| Distributable Before Adj | $67,076 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $67,076 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $67,076 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $150,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $150,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $595 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $149,405 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $67,076 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $21,959 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,856 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,913 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $43,197 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $40,299 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $132,224 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $150,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $67,076 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $82,924 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $215,148 | 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 | $21,959 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $193,189 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,856 | ExcessFromYear4Amt |
| Excess From Year3 | $11,913 | ExcessFromYear3Amt |
| Excess From Year2 | $43,197 | ExcessFromYear2Amt |
| Excess From Year1 | $40,299 | ExcessFromYear1Amt |
| Excess From Current Year | $82,924 | 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 (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTION AGAINST HUNGER | |||||||
| ONE WHITEHALL ST 2ND FL | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | TO SUPPORT PROGRAMS TO FIGHT WORLD HUNGER | $1,000 |
| 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 | $5,000 |
| AMERICAN CIVIL LIBERTIES FOUNDATION | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | TO SUPPORT DEFENSE OF CONSTITUTIONAL RIGHTS | $5,000 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||
| 220 EAST 42ND ST STE 400 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | TO SUPPORT HUMANITARIAN RELIEF EFFORTS | $1,000 |
| BILL SURGA MEMORIAL FUND CO ST THOMAS MORE CHURCH | |||||||
| 1040 FLEXER AVENUE | ALLENTOWN | PA | 18103 | NONE | PUBLIC CHARITY | TO SUPPORT THE DISADVANTAGED & NEEDY | $1,000 |
| BREAST CANCER RESEARCH FOUNDATION | |||||||
| 60 EAST 56TH STREET - 8TH FLOOR | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | TO SUPPORT BREAST CANCER RESEARCH | $2,000 |
| BUCKNELL UNIVERSITY PARENTS FUND | |||||||
| ONE DENT DRIVE | LEWISBURG | PA | 17837 | NONE | EDUCATIONAL INSTITUT | TO SUPPORT SCHOLARSHIPS, FINANCIAL AID, ETC. | $1,000 |
| 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 | $1,000 |
| CURE ALZHEIMER'S FUND | |||||||
| 34 WASHINGTON STREET SUITE 200 | WELLESLEY HILLS | MA | 02481 | NONE | PUBLIC CHARITY | TO SUPPORT RESEARCH OF ALZHEIMER'S DISEASE | $5,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVENUE - 2ND FLOOR | NEW YORK | NY | 10001 | NONE | VOLUNTARY HEALTHCARE | TO SUPPORT HEALTHCARE IN COUNTRIES IN CRISIS | $2,500 |
| EGYTIAN THEATER | |||||||
| PO BOX 3119 | PARK CITY | UT | 84060 | NONE | PUBLIC CHARITY | TO SUPPORT GENERAL OPERATING EXPENSES | $1,700 |
| FEEDING AMERICA | |||||||
| PO BOX 96749 | WASHINGTON | DC | 20090 | NONE | PUBLIC CHARITY | TO SUPPORT HUNGER RELIEF PROGRAMS IN THE U.S. | $1,500 |
| FISHER HOUSE FOUNDATION INC | |||||||
| 111 ROCKVILLE PIKE SUITE 420 | ROCKVILLE | MD | 20850 | NONE | PUBLIC CHARITY | TO AID MILITARY FAMILIES WITH HOUSING DURING MEDICAL TREATMENT | $2,000 |
| FORSYTH FARMER'S MARKET | |||||||
| PO BOX 5012 | SAVANNAH | GA | 31414 | NONE | PUBLIC CHARITY | TO SUUPORT EDUCATION & ACCESSIBILITY TO HEALTHY FOOD | $500 |
| 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 |
| HADASSAH | |||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | TO SUPPORT HEALTHCARE & ADVOCACY OF WOMEN IN ISRAEL & U.S. | $1,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND ST 12TH FL | NEW YORK | NY | 10168 | NONE | PUBLIC CHARITY | TO AID VICTIMS OF NATURAL DISASTER & CONFLICT INTERNATIONALLY | $2,000 |
| JAZZ AT LINCOLN CENTER | |||||||
| 3 COLUMBUS CIRCLE 12TH FL | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | TO SUPPORT GENERAL OPERATING EXPENSES | $1,000 |
| JOYCE THEATRE FOUNDATION | |||||||
| 175 EIGHTH AVE | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | TO SUPPORT GENERAL OPERATING EXPENSES | $500 |
| LIAM'S LAND | |||||||
| PO BOX 5715 | SAVANNAH | GA | 31414 | NONE | PUBLIC CHARITY | TO SUPPORT RESEARCH OF LYMPHATIC MALFORMATIONS | $1,500 |
| LISA BETH GERSTMAN FOUNDATION | |||||||
| 439 OAK STREET SUITE 1 | GARDEN CITY | NY | 11530 | NONE | PUBLIC CHARITY | TO SUPPORT CAMP PROGRAM FOR CHILDREN WITH SPECIAL NEEDS | $1,000 |
| LYMPHOMA RESEARCH FOUNDATION | |||||||
| 88 PINE STREET SUITE 2400 | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | TO SUPPORT RESEARCH & EDUCATION OF LYMPHOMA | $2,000 |
| MOUNTAIN TRAILS FOUNDATION | |||||||
| PO BOX 754 | PARK CITY | UT | 84060 | NONE | PUBLIC CHARITY | TO SUPPORT BUILDING, MAINTAINING TRAILS IN PARK CITY, UT | $1,000 |
| NATIONAL ABILITY CENTER | |||||||
| 1000 ABILITY WAY | PARK CITY | UT | 84060 | NONE | PUBLIC CHARITY | TO SUPPORT ATHLETIC PROGRAMS FOR PEOPLE WITH DISABILITIES | $1,000 |
| NATIONAL MUSEUM OF THE MIGHTY EIGHT AIR FORCE | |||||||
| PO BOX 1992 | SAVANNAH | GA | 31402 | NONE | EDUCATIONAL INSTITUT | TO SUPPORT GENERAL OPERATING EXPENSES & PROGRAMS AT MUSEUM | $1,000 |
| PARK CITY COMMUNITY FOUNDATION | |||||||
| PO BOX 681499 | PARK CITY | UT | 84068 | NONE | PUBLIC CHARITY | TO SUPPORT LOCAL NON-PROFITS ORGANIZATIONS IN PARK CITY, UT | $13,750 |
| PARK CITY EDUCATION FOUNDATION | |||||||
| PO BOX 681422 | PARK CITY | UT | 84068 | NONE | PUBLIC CHARITY | TO SUPPORT PROGRAMS IN PARK CITY, UT SCHOOL DISTRICTS | $1,000 |
| PARK CITY INSTITUTE | |||||||
| 1244 IRON HORSE DR | PARK CITY | UT | 84060 | NONE | PUBLIC CHARITY | TO SUPPORT GENERAL OPERATING EXPENSES OF THEATER | $3,500 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAMS STREET 10TH FLOOR | NEW YORK | NY | 10028 | NONE | PUBLIC CHARITY | TO SUPPORT REPRODUCTIVE HEALTH CARE FOR WOMEN | $6,000 |
| PULMONARY FIBROSIS FOUNDATION | |||||||
| 230 EAST OHIO STREET SUITE 500 | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | TO SUPPORT RESEARCH, EDUCATION & PROGRAMS RE PULMONARY FIBROSIS | $32,517 |
| RELAY FOR LIFE OF UNH AMERICAN CANCER SOCIETY | |||||||
| 2 COMMERCE DRIVE SUITE 110 | BEDFORD | NH | 03110 | NONE | PUBLIC CHARITY | TO SUPPORT PROGRAMS & SERVICES FOR PEOPLE WITH CANCER | $1,000 |
| RICKY MCALLASTER FOUNDATION | |||||||
| 4 CREEK MARSH LANE | SAVANNAH | GA | 31411 | NONE | PUBLIC CHARITY | TO SUPPORT TEEN DRIVER EDUCATION & YOUTH SPORTS PROGRAMS | $1,000 |
| SANDY HOOK PROMISE FOUNDATION | |||||||
| 13 CHURCH HILL ROAD | NEWINGTON | CT | 06470 | NONE | EDUCATIONAL INSTITUT | TO SUPPORT VIOLENCE PREVENTION EDUCATION & PROGRAMS | $4,000 |
| SAVANNAH JEWISH FEDERATION | |||||||
| 5111 ABERCORN ST | SAVANNAH | GA | 31405 | NONE | PUBLIC CHARITY | TO SUPPORT JEWISH VALUES THROUGH PROGRAMS & HUMANITARIAN AIDE | $1,000 |
| SHARSHERET | |||||||
| 1086 TEANECK RD STE 2G | TEANECK | NJ | 07666 | NONE | PUBLIC CHARITY | TO SUPPORT RESOURCES & PROGRAMS FOR JEWISH WOMEN WITH BREAST CANCER | $5,000 |
| SMILE TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | NONE | PUBLIC CHARITY | TO PROVIDE RESOURCES FOR CLEFT PALLET SURGERIES FOR DISADVANTAGED | $1,000 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PUBLIC CHARITY | TO SUPPORT SOCIAL JUSTICE, TOLERANCE EDUCATION & EXPOSING HATE GROUPS | $5,000 |
| SYMPHONY SPACE | |||||||
| 2537 BROADWAY AT 95TH ST | NEW YORK | NY | 10025 | NONE | PUBLIC CHARITY | TO SUPPORT EDUCATIONAL & CULTURAL PROGRAMS & LITERACY INITIATIVES | $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 | $1,000 |
| THE KLAIBER FOUNDATION | |||||||
| PO BOX 3127 | LEESBURG | VA | 20177 | NONE | PUBLIC CHARITY | TO SUPPORT GIVING TO CHARITABLE ORGANIZATIONS IN MEMORY OF M. KLAIBER | $1,000 |
| THE UTAH 1033 FOUNDATION | |||||||
| PO BOX 4522 | PARK CITY | UT | 84060 | NONE | PUBLIC CHARITY | TO PROVIDE FINANCIAL SUPPORT TO FAMILIES OF POLICE KILLED IN LINE OF DUTY | $1,033 |
| UJA FEDERATION OF NEW YORK | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | TO STRENGTHEN JEWISH VALUES & PROVIDE SUPPORT TO PEOPLE IN NEED | $2,000 |
| 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 | $5,000 |
| WESTOVER SCHOOL | |||||||
| 1237 WHITTEMORE ROAD | MIDDLEBURY | CT | 06762 | NONE | EDUCATIONAL INSTITUT | TO SUPPORT FINANCIAL AID, SPECIAL PROGRAMS & MAINTENANCE OF SCHOOL | $1,000 |
| WORLD RESOURCE INSTITUTE | |||||||
| 10 G STREET NE SUITE 800 | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | TO SUPPORT RESEARCH & INITIATIVES TO PRESERVE OUR ENVIRONMENT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150,000 | 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 | $85 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,317 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,550 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $69,952 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $69,952 | TotalIncomeProducingActyAmt |
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 | $53,640 |
| AIR PROD & CHEMICALS INC | $32,231 | $65,632 |
| APPLIED MATERIALS INC DELAWARE | $9,630 | $40,896 |
| AUTODESK INC | $15,008 | $41,932 |
| CORNING, INC. | $20,102 | $38,388 |
| DIAGEO PLC | $42,700 | $58,412 |
| EBAY INC. | $24,543 | $37,740 |
| FLIR SYSTEMS INC. | $20,248 | $23,310 |
| HARRIS CORPORATION | $13,309 | $23,797 |
| ILLINOIS TOOL WORKS INC | $15,458 | $50,055 |
| JOHNSTON CTLS INTL | $40,351 | $38,110 |
| M & T BANK CORP | $40,140 | $42,748 |
| MEDTRONIC INC | $37,834 | $40,375 |
| MERCK & CO INC | $39,243 | $56,270 |
| MICROSOFT CORP | $17,063 | $51,324 |
| MOHAWK INDUSTRIES | $9,599 | $55,180 |
| PAYCHEX INC | $25,390 | $54,464 |
| PAYPAL HOLDINGS INC. | $21,788 | $51,534 |
| PROCTER & GAMBLE CO | $33,340 | $45,940 |
| ROCKWELL COLLINS INC | $28,645 | $67,810 |
| ROYAL DUTCH SHELL PLC | $36,680 | $34,145 |
| STRYKER CORP | $20,612 | $46,452 |
| SYNOPSYS INC | $26,287 | $59,668 |
| U S BANCORP | $31,900 | $32,148 |
| VERISK ANALYTICS INC | $26,329 | $38,400 |
| WILEY & SONS INC | $42,008 | $65,750 |
| XYLEM | $16,558 | $54,355 |
| ZIMMER HOLDINGS INC | $40,826 | $60,335 |
| WEYERHAEUSER CO | $30,799 | $31,734 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $1,382 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEE | $4,958 | $4,958 | $0 |
| ADMINISTRATIVE MANAGEMENT SERVICES | $5,536 | $2,768 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $229 | $229 | $0 |
| FEDERAL TAXES PAID | $1,588 | $1,588 | $0 |
| OTHER TAXES AND LICENSES | $250 | $0 | $0 |