THE WINFIELD FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE WINFIELD FOUNDATION (EIN 13-7170245)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201723199349103237
- Schema version
- 2016v3.0
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T15:12:00-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-11-06 | 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 | 2017-11-06 | IPDt |
| IP Tm | 15:42:55 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 585CD1E19865A9969C9CADCA062F79B5474CE0C6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 585CD1E19865A9969C9CADCA062F79B5474CE0C6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,296,031 | 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 | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,382 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,382 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $66,638 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $245,766 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $66,638 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $90,026 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $90,026 | 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 | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,337 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,147 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $198 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $198 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $128 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $128 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,163 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,223 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $105,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $105,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $117,163 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,223 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $105,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$27,137 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $80,803 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $40,625 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $182,448 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $191,448 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $982,393 | CorporateStockBOYAmt |
| Corporate Stock EOY | $802,751 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,104,583 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,023,018 | TotalAssetsBOYAmt |
| Total Assets EOY | $985,199 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,296,031 | 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 | $1,023,018 | RetainedEarningBOYAmt |
| Retained Earning EOY | $985,199 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,023,018 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $985,199 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,023,018 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $985,199 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,023,018 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$27,137 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $995,881 | SubtotalAmt |
| Other Decreases | $10,682 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $985,199 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1800 SHRS APPLIED MATERIALS: AMAT | P | 2012-01-18 | 2016-02-17 | $30,856 | $21,667 | $9,189 | $9,189 |
| 700 SHRS APPLIED MATERIALS: AMAT | P | 2012-01-18 | 2016-12-15 | $22,618 | $8,426 | $14,192 | $14,192 |
| 200 SHRS AUTODESK INC: ADSK | P | 2013-05-22 | 2016-12-15 | $15,525 | $7,504 | $8,021 | $8,021 |
| 400 SHRS AUTODESK INC: ADSK | P | 2013-09-16 | 2016-12-15 | $31,049 | $15,579 | $15,470 | $15,470 |
| MEDTRONIC PLC F: MDT | P | 2015-01-27 | 2016-02-17 | $15,110 | $15,242 | -$132 | -$132 |
| 200 SHRS MICROSOFT CORP: MSFT | P | 2012-01-18 | 2016-02-17 | $10,520 | $5,688 | $4,832 | $4,832 |
| 300 SHRS MICROSOFT CORP: MSFT | P | 2012-01-18 | 2016-12-15 | $18,801 | $8,532 | $10,269 | $10,269 |
| 1200 SHRS SPECTRA ENERGY CORP: SE | P | 2012-09-05 | 2016-12-15 | $48,483 | $34,572 | $13,911 | $13,911 |
| 1500 SHRS STAOIL ASA | P | 2012-01-18 | 2016-12-15 | $26,726 | $37,820 | -$11,094 | -$11,094 |
| 91 SHRS VECTRUS INC: VEC | P | 1991-12-09 | 2016-02-17 | $1,678 | $122 | $1,556 | $1,556 |
| 217 SHRS WALGREENS BOOTS ALLI: WBA | P | 2002-12-03 | 2016-02-17 | $16,856 | $6,358 | $10,498 | $10,498 |
| 450 SHRS WILLIAMS COMPANIES: WMB | P | 2013-09-16 | 2016-01-14 | $6,044 | $16,118 | -$10,074 | -$10,074 |
| 1500 SHRS STAOIL ASA | P | 2000-01-01 | 2016-05-11 | $1,500 | $1,500 | $0 | $0 |
| ABB LTD AR -RETURN OF CAPITAL | P | 2015-01-01 | 2016-12-31 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $66,638 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $105,050 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,269,879 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.082724 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $75,735 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,312,332 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057710 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $65,985 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,038,664 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.063529 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $68,183 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $975,857 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.069870 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $97,106 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $520,524 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.186554 | DistributionYr5Rt |
| Total Distribution | 0.460387 | TotalDistributionRt |
| Average Distribution | 0.092077 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,326,330 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $122,124 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $808 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $122,932 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $105,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,616 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,616 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,616 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,644 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $700 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,344 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $728 | OverpaymentAmt |
| Applied To ES Tax | $728 | AppliedToESTaxAmt |
| Refund | $0 | 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 | 8602100060 | 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 | $1,234,991 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $111,537 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,346,528 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,346,528 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,198 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,326,330 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $66,317 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $66,317 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,616 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,616 | TotalTaxAmt |
| Distributable Before Adj | $64,701 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $64,701 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $64,701 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $105,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $105,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $105,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $64,701 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $71,412 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $21,959 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,856 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,913 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $43,197 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $163,337 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $105,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $64,701 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $40,299 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $203,636 | 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 | $71,412 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $132,224 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $21,959 | ExcessFromYear4Amt |
| Excess From Year3 | $14,856 | ExcessFromYear3Amt |
| Excess From Year2 | $11,913 | ExcessFromYear2Amt |
| Excess From Year1 | $43,197 | ExcessFromYear1Amt |
| Excess From Current Year | $40,299 | 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 | 80 ROCKY MOUNTAIN RD | AddressLine1Txt |
| City | ROXBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06783 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8602100060 | 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 (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFRICAN WILDLIFE FOUNDATION | |||||||
| 1400 SIXTEENTH STREET NW SUITE 120 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLAMS STREET | ATLANTA | GA | 30303 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 |
| AMERICAN CIVIL LIBERTIES FOUNDATION | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRMAS | $2,000 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||
| 711 THIRD AVE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRMAS | $3,000 |
| AMERICAN LUNG ASSOCIATION | |||||||
| 55 WEST WACKER DRIVE SUITE 1150 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $5,000 |
| ATLANTIC THEATER COMPANY | |||||||
| 76 NINTH AVENUE / SUITE 537 | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $3,000 |
| BEAUFORT CHARITIES | |||||||
| 1200 BROTHERHOOD WAY | BEAUFORT | SC | 29902 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,000 |
| BILL SURGA MEMORIAL FUND CO ST THOMAS MORE CHURCH | |||||||
| 1040 FLEXER AVENUE | ALLENTOWN | PA | 18103 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRMAS | $500 |
| BREAST CANCER RESEARCH FOUNDATION | |||||||
| 60 EAST 56TH STREET - 8TH FLOOR | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,000 |
| BUCKNELL UNIVERSITY PARENTS FUND | |||||||
| ONE DENT DRIVE | LEWISBURG | PA | 17837 | NONE | EDUCATIONAL INSTITUT | HELP SUPPORT PROGRAMS | $1,000 |
| CARING KIND | |||||||
| 360 LEXINGTON AVENUE 4TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $6,000 |
| CHILDRENS DEFENSE FUND | |||||||
| 25 E STREET NW | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,000 |
| CITY HARVEST | |||||||
| 6 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,000 |
| CJR MEMORIAL FOUNDATION | |||||||
| 1114 DEWBERRY DRIVE | HAWLEY | PA | 18428 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 |
| COLUMBIA UNIVERSITY TAUB INSTITUTE | |||||||
| 622 WEST 113TH STREET | NEW YORK | NY | 10025 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $2,000 |
| CURE ALZHEIMER'S FIND | |||||||
| 34 WASHINGTON STREET SUITE 200 | WELLESLEY HILLS | MA | 02481 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $3,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVENUE - 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,000 |
| EATS PARK CITY | |||||||
| PO BOX 682896 | PARK CITY | UT | 84068 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,000 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,000 |
| FISHER CENTER FOR ALZHEIMER'S RESEARCH FOUNDATION | |||||||
| 100 EAST 42ND STREET 16TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,000 |
| FISHER HOUSE FOUNDATION INC | |||||||
| 111 ROCKVILLE PIKE SUITE 420 | ROCKVILLE | MD | 20850 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,000 |
| FLORIDA STATE GOLD ASSOCIATION | |||||||
| 12630 TELECOM DRIVE | TEMPLE TERRACE | FL | 33637 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $2,000 |
| FRIENDS OF CHILDRENS HOSPITAL | |||||||
| 3900 LAKELAND DRIVE SUITE 205 | FLOWOOD | MS | 39232 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,500 |
| HADASSAH | |||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,000 |
| LIAM'S LAND | |||||||
| PO BOX 5715 | SAVANNAH | GA | 31414 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 |
| LISA BETH GERSTMAN FOUNDATION | |||||||
| 439 OAK STREET SUITE 1 | GARDEN CITY | NY | 11530 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 |
| LYPHOMA RESEARCH FOUNDATION | |||||||
| 115 BROADWAY SUITE 1301 | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $2,000 |
| MEMORIAL SLOAN KETTERING | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,500 |
| MIGHTY OAKS HEART FOUNDATION | |||||||
| PO BOX 440323 | ST LOUIS | MO | 63144 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 |
| MOUNTAIN TRAILS FOUNDATION | |||||||
| PO BOX 754 | PARK CITY | UT | 84060 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 |
| MUSC FOUNDATION MEDICAL UNIVERSITY OF SOUTH CAROLINA | |||||||
| 96 JONATHAN LUCAS STREET SUITE 803 | CHARLESTON | SC | 29425 | NONE | EDUCATIONAL INSTITUT | HELP SUPPORT PROGRAMS | $1,000 |
| NATIONAL FEDERATION OF THE BLIND IN UTAH | |||||||
| 1751 PARK STREET | SALT LAKE CITY | UT | 84105 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 |
| OFFICER HAROLD L VITALE MEMORIAL FUND INC CO V&C WEALTH MANAGEMENT | |||||||
| 99 CONIFER HILL DIVE 202 | DANVERS | MA | 01923 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 |
| PAL-O-MINE EQUESTRIAN INC | |||||||
| 829 OLD NICHOLAS ROAD | ISLANDIA | NY | 11749 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $2,500 |
| PARK CITY COMMUNITY FOUNDATION | |||||||
| PO BOX 682896 | PARK CITY | UT | 84068 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $11,000 |
| PARK CITY INSTITUTE | |||||||
| PO BOX 1297 | PARK CITY | UT | 84060 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $2,500 |
| PARTNERS IN HEALTH | |||||||
| 800 BOYLSTON STREET SUITE 1400 | BOSTON | MA | 02199 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAMS STREET | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $2,000 |
| PLAYING FOR LIFE FOUNDATION | |||||||
| PO BOX 681332 | PARK CITY | UT | 84068 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 |
| PROJECT HOPE | |||||||
| 255 CARTER HALL LANE PO BOX 250 | MILLWOOD | VA | 22646 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,000 |
| PULMONARY FIBROSIS FOUNDATION | |||||||
| 230 OHIO STREET SUITE 304 | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $6,000 |
| ROHR CHABAD HOUSE AT VANDERBILT UNIVERSITY | |||||||
| 111 23RD AVENUE NORTH | NASHVILLE | TN | 37203 | NONE | EDUCATIONAL INSTITUT | HELP SUPPORT PROGRAMS | $5,000 |
| SANDY HOOK PROMISE FUND | |||||||
| PO BOX 3489 | NEWINGTON | CT | 06470 | NONE | EDUCATIONAL INSTITUT | HELP SUPPORT PROGRAMS | $1,000 |
| SCHOLARSHIP AMERICA | |||||||
| 7900 INTERNATIONAL DRIVE SUITE 500 | MINNEAPOLIS | MN | 55425 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,000 |
| THE EGYPTIAN THEATER | |||||||
| 123 WEST SOUTH TEMPLE | SALT LAKE CITY | UT | 84101 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,500 |
| THE FRESH AIR FUND | |||||||
| 633 THIRD AVENUE FLOOR 14 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 |
| UJA FEDERATION OF NEW YORK | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $2,500 |
| UNITED STATES SKI ASSOCIATION FOUNDATION | |||||||
| PO BOX 100 1 VICTORY LANE | PARK CITY | UT | 84060 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $9,000 |
| UTAH SYMPHONY | |||||||
| 123 WEST SOUTH TEMPLE | SALT LAKE CITY | UT | 84101 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 |
| WASHINGTON MONTESSORI SCHOOL | |||||||
| 240 LITCHFIELD TURNPIKE | NEW PRESTON | CT | 06777 | NONE | EDUCATIONAL INSTITUT | HELP SUPPORT PROGRAMS | $6,500 |
| WESTOVER SCHOOL | |||||||
| 1237 WHITTEMORE ROAD PO BOX 847 | MIDDLEBURY | CT | 06762 | NONE | EDUCATIONAL INSTITUT | HELP SUPPORT PROGRAMS | $1,500 |
| WORLD RESEARCH INSTITUTE | |||||||
| 10 G STREET NE SUITE 800 | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $105,000 | 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 | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,382 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,638 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $90,026 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $90,026 | 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 | $1,500 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WALGREEN CO | $0 | $0 |
| MOHAWK INDUSTRIES | $13,105 | $54,513 |
| ITT | $64,253 | $29,815 |
| XYLEM | $16,558 | $39,467 |
| ABB LTD SPONS ADR | $40,565 | $42,140 |
| APPLIED MATERIALS INC DELAWARE | $9,630 | $25,816 |
| ILLINOIS TOOL WORKS INC | $25,763 | $61,230 |
| MEDTRONIC INC | $38,105 | $35,615 |
| MERCK & CO INC | $39,243 | $58,870 |
| MICROSOFT CORP | $28,439 | $62,140 |
| PAYCHEX INC | $25,390 | $48,704 |
| PROCTER & GAMBLE CO | $33,340 | $42,040 |
| ROCKWELL COLLINS INC | $28,645 | $46,380 |
| ROYAL DUTCH SHELL PLC | $36,680 | $28,985 |
| STATOIL HYDRO ASA | $0 | $0 |
| VODAFONE GROUP PLC | $45,530 | $24,430 |
| JOHN WILEY & SONS INC CL A | $42,008 | $54,500 |
| SPECTRA ENERGY | $0 | $0 |
| AIR PROD & CHEMICALS INC | $32,231 | $57,528 |
| AUTODESK INC | $22,512 | $44,406 |
| STRYKER CORP | $41,845 | $71,886 |
| SYNOPSYS INC | $26,287 | $41,202 |
| VERISK ANALYTICS INC | $26,329 | $32,468 |
| WILLIAMS COMPANIES | $0 | $0 |
| ZIMMER HOLDINGS INC | $40,826 | $51,600 |
| VECTRUS INC | $0 | $0 |
| CORNING, INC. | $20,102 | $29,124 |
| DIAGEO PLC | $42,700 | $41,576 |
| EBAY INC. | $24,543 | $29,690 |
| PAYPAL HOLDINGS INC. | $21,788 | $27,629 |
| HARRIS CORPORATION | $13,309 | $17,215 |
| VERSUM MATERIALS INC | $3,025 | $5,614 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $10,682 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $128 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $128 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEE | $5,957 | $5,957 | $0 |
| ADMINISTRATIVE MANAGEMENT SERVICES | $4,380 | $2,190 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $198 | Amt |
| Net Investment Income | $198 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |