THE WINFIELD FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE WINFIELD FOUNDATION (EIN 13-7170245)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-06-16
- IRS object ID
- 201621689349100407
- Schema version
- 2015v2.1
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-06-16T14:52:51-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 8602100060 | 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 | 8602100060 | PhoneNum |
| Signature | 2016-05-11 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,220,760 | 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 | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $25,662 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,662 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $56,356 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $185,338 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $56,356 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $82,030 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $82,030 | 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 | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,571 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $238 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $106 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,415 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $105,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $105,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $113,465 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $105,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$31,435 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $82,030 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $144,942 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,625 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,625 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $904,612 | CorporateStockBOYAmt |
| Corporate Stock EOY | $982,393 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,180,135 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $18,298 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,067,852 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,023,018 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,220,760 | 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 | $1,067,852 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,023,018 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,067,852 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,023,018 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,067,852 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,023,018 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,067,852 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$31,435 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,036,417 | SubtotalAmt |
| Other Decreases | $13,399 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,023,018 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| .8175 SHRS HARRIS CORPORATION: HRS | P | 2015-06-01 | 2015-06-02 | $65 | $65 | $0 | $0 |
| 300 SHRS MEDTRONIC PLC | P | 2015-01-27 | 2015-10-01 | $20,125 | $23,085 | -$2,960 | -$2,960 |
| 500 SHRS DOW CHEMICAL | P | 2012-09-05 | 2015-10-01 | $21,204 | $14,500 | $6,704 | $6,704 |
| 1647 SHRS EXELIS | P | 1991-12-09 | 2015-06-01 | $40,755 | $34,230 | $6,525 | $6,525 |
| 1000 SHRS MEDTRONIC INC | P | 2012-01-18 | 2015-01-27 | $76,950 | $39,508 | $37,442 | $37,442 |
| 500 SHRS WESTLAKE CHEMICAL CO | P | 2012-09-05 | 2015-10-01 | $26,239 | $17,594 | $8,645 | $8,645 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $56,356 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $75,735 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,312,332 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057710 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $65,985 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,038,664 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.063529 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $68,183 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $975,857 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.069870 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $97,106 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $520,524 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.186554 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $44,742 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $520,524 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.085956 | DistributionYr5Rt |
| Total Distribution | 0.463619 | TotalDistributionRt |
| Average Distribution | 0.092724 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,269,879 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $117,748 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $820 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $118,568 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $105,050 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,641 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,641 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,641 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,796 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,796 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $5 | EsPenaltyAmt |
| Overpayment | $150 | OverpaymentAmt |
| Applied To ES Tax | $150 | 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 | 80 ROCKY MOUNTAIN ROAD | AddressLine1Txt |
| City | ROXBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06783 | 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 | ||||||||
| 80 ROCKY MOUNTAIN RD | ROXBURY | CT | 06783 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOEL B ZUCKERMAN | ||||||||
| 31 HASLEITERS RETREAT | SAVANNAH | GA | 31411 | 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 | $1,195,226 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $93,991 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,289,217 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,289,217 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,338 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,269,879 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $63,494 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $63,494 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,641 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,641 | TotalTaxAmt |
| Distributable Before Adj | $61,853 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $61,853 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $61,853 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $105,050 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $105,050 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $105,050 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $61,853 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $18,923 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $71,412 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,959 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,856 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,913 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $139,063 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $105,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $61,853 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $43,197 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $182,260 | 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 | $18,923 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $163,337 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $71,412 | ExcessFromYear4Amt |
| Excess From Year3 | $21,959 | ExcessFromYear3Amt |
| Excess From Year2 | $14,856 | ExcessFromYear2Amt |
| Excess From Year1 | $11,913 | ExcessFromYear1Amt |
| Excess From Current Year | $43,197 | 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 (87 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AABR INC | ||||||||
| 15-08 COLLEGE POINT BOULEVARD / PO | BOX 560247 | COLLEGE POINT | NY | 11356 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 |
| AFRICAN MISSION HEALTHCARE FOUNDATION | ||||||||
| PO BOX 2783 | WESTERVILLE | OH | 43086 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $3,000 | |
| AFTER SCHOOL ARTS PROGRAM | ||||||||
| PO BOX 15 | WASHINGTON DEPOT | CT | 06794 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| ALVIN AILEY DANCE FOUNDATION | ||||||||
| 405 WEST 55TH STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 NORTH MICHIGAN AVENUE- FLOOR 17 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $5,000 | |
| ALZHEIMER'S ASSOCIATION-CONNECTICUT CHAPTER | ||||||||
| 2075 SILAS DEANE HIGHWAY / SUITE | 100 | ROCKY HILL | CT | 060371395 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $2,000 |
| AMERICAN CANCER SOCIETY | ||||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $3,500 | |
| ANDY NORTH AND FRIENDS CANCER FUND - UNIVERSITY OF WISCONSIN FOUNDATION | ||||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 537264090 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| ANN & ROBERT H LURIE CHILDREN'S HOSPITAL OF CHICAGO | ||||||||
| 225 EAST CHICAGO AVENUE BOX 4 | CHICAGO | IL | 606112991 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| ARIZONA CHILDREN'S CHARITIES INC | ||||||||
| 1298 WOODRUFF ROAD | GREENVILLE | SC | 29607 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| ATLANTIC THEATER COMPANY | ||||||||
| 76 NINTH AVENUE / SUITE 537 | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $2,500 | |
| BAY AREA SPORTS HALL OF FAME | ||||||||
| 465 CALIFORNIA STREET / SUITE 806 | SAN FRANCISCO | CA | 94104 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| BEAUFORT CHARITIES | ||||||||
| PO BOX 503 | BEAUFORT | SC | 29901 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,000 | |
| BIGHORN INSTITUTE | ||||||||
| PO BOX 262 | PALM DESERT | CA | 922610262 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| BOBBY NICHOLS FOUNDATION | ||||||||
| 15391 CANONGATE DRIVE | FT MYERS | FL | 33912 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| BOOKS FOR AFRICA | ||||||||
| 253 EAST 4TH STREET SUITE 200 | ST PAUL | MN | 55101 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| BREAST CANCER RESEARCH FOUNDATION | ||||||||
| 60 EAST 56TH STREET - 8TH FLOOR | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $2,000 | |
| BUCKNELL UNIVERSITY | ||||||||
| ONE DENT DRIVE | LEWISBURG | PA | 17837 | NONE | EDUCATIONAL INSTITUT | HELP SUPPORT PROGRAMS | $1,000 | |
| BUILDING HOMES FOR HEROES | ||||||||
| 65 ROOSEVELT AVENUE / SUITE 105 | VALLEY STREAM | NY | 11581 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| CALL TO CURE - UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| ADM 160 MC 4017 | LOS ANGELES | CA | 90089 | NONE | EDUCATIONAL INSTITUT | HELP SUPPORT PROGRAMS | $2,500 | |
| CHILDREN'S HOME FOUNDATION | ||||||||
| 2130 NORTH KNOXVILLE | PEORIA | IL | 61603 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| CHILDREN'S HOME FOUNDATION | ||||||||
| 2130 NORTH KNOXVILLE | PEORIA | IL | 61603 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| CHIP IN FOR CARLY'S CLUB - ROSWELL PARK CANCER INSTITUTE | ||||||||
| ELM CARLTON STREET | BUFFOLO | NY | 14263 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| CJR MEMORIAL FOUNDATION | ||||||||
| 1114 DEWBERRY DRIVE | HAWLEY | PA | 18428 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| COLUMBIA GRAMMAR & PREPARATORY SCHOOL | ||||||||
| 5 WEST 93RD STREET | NEW YORK | NY | 10025 | NONE | EDUCATIONAL INSTITUT | HELP SUPPORT PROGRAMS | $5,000 | |
| CORVIAS FOUNDATION | ||||||||
| 210 5TH AVENUE SOUTH / SUITE 202 | EDMONDS | WA | 98020 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| CRAGMONT ASSEMBLY INC | ||||||||
| 1233 NORTH FORK ROAD | BLACK MOUNTAIN | NC | 28711 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| DANIEL MURPHY SCHOLARSHIP FUND | ||||||||
| 309 WEST WASHINGTON SUITE 1250 | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 SEVENTH AVENUE - 2ND FLOOR | NEW YORK | NY | 100015004 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,000 | |
| DRUG CRISIS IN OUR BACKYARD | ||||||||
| 62 BRITTANY LANE | CARMEL | NY | 10512 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| EARL HAYNES TRIBUTE COASTAL HERITAGE SOCIETY INC | ||||||||
| 303 MARTIN LUTHER KING BOULEVARD | SAVANNAH | GA | 31401 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| EAST LAKE FOUNDATION | ||||||||
| 2606 ALSTON DRIVE SE | ATLANTA | GA | 30317 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| EMMAUS COMMUNITY OF PITTSBURGH | ||||||||
| 2821 SARAH STREET | PITTSBURGH | PA | 15203 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| ERNIE KAULBACK MEMORIAL FUND - BRIDGEPORT HOSPITAL FOUNDATION INC | ||||||||
| 267 GRANT STREET | BRIDGEPORT | CT | 06610 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| FAMILIES WITH CHILDREN FROM CHINA | ||||||||
| PO BOX 237065 | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| FIRST TEE OF WINSTON SALEM | ||||||||
| 100 CAMBRIDGE PLAZA DRIVE / SUITE B | WINSTON SALEM | NC | 27104 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| FISHER HOUSE FOUNDATION INC | ||||||||
| 111 ROCKVILLE PIKE SUITE 420 | ROCKVILLE | MD | 208505168 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMSHELP SUPPORT PROGRAMS | $1,000 | |
| FRESH AIR FUND | ||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| FRIENDS OF CALLAWASSIE ISLAND | ||||||||
| 176 CALLAWASSIE DRIVE | CALLAWASSIE ISLAND | SC | 29909 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| GENESIS WOMEN'S SHELTER AND SUPPORT | ||||||||
| 4411 LEMMON AVENUE / SUITE 201 | DALLAS | TX | 75219 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| GEORGE ARCHER MEMORIAL FOUNDATION FOR LITERACY | ||||||||
| 1300 SOUTH EL CAMINO REAL 525 | SAN MATEO | CA | 94402 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| HADASSAH | ||||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,000 | |
| HEIFER INTERNATIONAL | ||||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,000 | |
| HELEN AND ROBERT APPEL ALZHEIMER'S RESEARCH - WEILL CORNELL MEDICINE | ||||||||
| 1300 YORK AVENUE BOX 314 | NEW YORK | NY | 10065 | NONE | HELP SUPPORT PROGRAMS | $1,000 | ||
| HIMALAYAN CATARACT PROJECT | ||||||||
| PO BOX 55 | WATERBURY | VT | 05676 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $2,500 | |
| IN GOD'S LOVE WE DELIVER | ||||||||
| 166 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| ISRAELI PALESTINIAN COOPERATIVE FOR ECONOMIC EXP | ||||||||
| PO BOX 5003 | WOODBURY | CT | 06798 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $2,500 | |
| JEWISH FEDERATION OF WESTERN CT | ||||||||
| 444 MAIN STREET NORTH | SOUTHBURY | CT | 06488 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,000 | |
| MAP INTERNATIONAL | ||||||||
| 4700 GLYNCO PARKWAY | BRUNSWICK | GA | 31525 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,500 | |
| MARTIN KLAIBER MEMORIAL GOLF TOURNAMENT | ||||||||
| 43702 BURNING SANDS TERRACE | LEESBURG | VA | 20176 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| MIGHTY OAKS FOUNDATION | ||||||||
| 27919 JEFFERSON AVENUE - SUITE 203 | TEMECULA | CA | 92590 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| MISSION YMCA | ||||||||
| 4080 MISSION STREET | SAN FRANCISCO | CA | 94112 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| NATIONAL KIDNEY FOUNDATION OF LOUISIANAN | ||||||||
| 8200 HAMPSON STREET - SUITE 425 | NEW ORLEANS | LA | 70118 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| NEW YORK CARES | ||||||||
| 65 BROADWAY | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| NEW YORK TIMES NEEDIEST CASES FUND | ||||||||
| 4 CHASE METROTECH CENTER | BROOKLYN | NY | 11245 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,000 | |
| NORTHEAST ARC | ||||||||
| 64 HOLTEN STREET | DANVERS | CT | 01923 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| OFFICER HAROLD L VITALE MEMORIAL FUND INC | ||||||||
| 20 BRISTOL ROAD | PEABODY | MA | 01960 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| PARK CITY FOUNDATION | ||||||||
| PO BOX 681499 | PARK CITY | UT | 84068 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $9,250 | |
| PATRIOT FOUNDATION | ||||||||
| PO BOX 5069 | PINEHURST | NC | 28374 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| PILOBOUS INC | ||||||||
| PO BOX 388 | WASHINGTON DEPOT | CT | 06794 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,000 | |
| PULMONARY FIBROSIS FOUNDATION | ||||||||
| 811 WEST EVERGREEN AVE SUITE 204 | CHICAGO | IL | 60642 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $3,000 | |
| RANDY JONES FOUNDATION INC | ||||||||
| 11618 BOULTON AVENUE | SAN DIEGO | CA | 92128 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| ROXBURY LAND TRUST | ||||||||
| PO BOX 51 | ROXBURY | CT | 06783 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| SALMON DEFENSE FUND | ||||||||
| PO BOX 7431 | OLYMPIA | WA | 98507 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| SAVANNAH JEWISH FEDERATION | ||||||||
| 5111 ABERCORN STREET | SAVANNAH | GA | 31405 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $2,000 | |
| SEEDS OF PEACE | ||||||||
| 370 LEXINGTON AVE-SUITE 2103 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| STATER BROS CHARITIES | ||||||||
| PO BOX 150 | SAN BERNANDINO | CA | 92402 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| SUNSHINE THROUGH GOLF FOUNDATION | ||||||||
| 11855 ARCHER AVENUE | LEMONT | IL | 60439 | NONE | PUBLIC CHARITY | HEL SUPPORT PROGRAMS | $500 | |
| SUSAN B ANTHONY PROJECT | ||||||||
| 179 WATER STREET | TORRINGTON | CT | 06790 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| SWING FOR SIGHT | ||||||||
| 1717 K STREET NW / SUITE 900 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| SYMPHONY SPACE | ||||||||
| 2537 BROADWAY AT 95TH STREET | NEW YORK | NY | 100256990 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| THE FIRST TEE OF CENTRAL OHIO | ||||||||
| 7309 EAST LIVINGSTON AVENUE | REYNOLDSBURG | OH | 43068 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| THE HEALING PLACE | ||||||||
| 2409 WILDWOOD STREET / PO BOX 2765 | MUSCLE SHOALS | AL | 356622765 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| THE PARKINSON COUNCIL | ||||||||
| 111 PRESIDENTIAL BOULEVARD / SUITE | 141 | BALA CYNWYD | PA | 19004 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 |
| THE SOUTHERN POVERTY LAW CENTER INC | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36102 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,000 | |
| TIGER GOLF GATHERING FOUNDATION | ||||||||
| 501-8 OLD GREENVILLE HWYPMB330 | CLEMSON | SC | 29631 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $2,300 | |
| TRICKLE UP | ||||||||
| 104 WEST 27TH STREET FLOOR 12 | NEW YORK | NY | 100016210 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $2,500 | |
| TROOPS DIRECT INC | ||||||||
| ONE FERRY BUILDING SUITE 200 | SAN FRANCISCO | CA | 94111 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| TWO HUNDRED CLUB OF THE COASTAL EMPIRE | ||||||||
| PO BOX 1922 | SAVANNAH | GA | 31402 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| UJA FEDERATION OF NEW YORK | ||||||||
| 130 EAST 59TH | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,000 | |
| VAL SKINNER FOUNDATION | ||||||||
| PO BOX 213 | BAYHEAD | NJ | 08742 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| VANDERBILT UNIVERSITY - PMB 407727 | ||||||||
| 2301 VANDERBILT PLACE | NASHVILLE | PA | 362407727 | NONE | EDUCATIONAL INSTITUT | HELP SUPPORT PROGRAMS | $5,000 | |
| WALKING WITH ANTHONY | ||||||||
| 9903 SANTA MONICA BOULEVARD / SUITE | 1024 | BEVERLY HILLS | CA | 90212 | 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 | MIDDLEBURY | CT | 06762 | NONE | EDUCATIONAL INSTITUT | HELP SUPPORT PROGRAMS | $2,000 | |
| WOMEN GOLFERS GIVE BACK | ||||||||
| 409 MERION HILL LANE | WEST CONSHOHOCKEN | PA | 19428 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| YOUNG LIFE - BUFFALO SOUTH NY DIVISION | ||||||||
| PO BOX 520 | COLORADO SPRINGS | NY | 80901 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $105,050 | 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 | $12 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,662 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,356 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $82,030 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $82,030 | 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 | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WALGREEN CO | $6,353 | $18,479 |
| MOHAWK INDUSTRIES | $13,105 | $51,703 |
| ITT | $64,253 | $28,075 |
| EXELIS | $0 | $0 |
| XYLEM | $16,558 | $29,091 |
| ABB LTD SPONS ADR | $42,066 | $35,460 |
| APPLIED MATERIALS INC DELAWARE | $39,723 | $61,611 |
| ILLINOIS TOOL WORKS INC | $25,763 | $46,340 |
| MEDTRONIC INC | $53,865 | $53,844 |
| MERCK & CO INC | $39,243 | $52,820 |
| MICROSOFT CORP | $42,658 | $83,220 |
| PAYCHEX INC | $25,390 | $42,312 |
| PROCTER & GAMBLE CO | $33,340 | $39,705 |
| ROCKWELL COLLINS INC | $28,645 | $46,150 |
| ROYAL DUTCH SHELL PLC | $36,680 | $23,020 |
| STATOIL HYDRO ASA | $37,820 | $20,940 |
| VADAFONE GROUP PLC | $45,530 | $32,260 |
| JOHN WILEY & SONS INC CL A | $42,008 | $45,030 |
| DOW CHEMICAL COMPANY | $0 | $0 |
| SPECTRA ENERGY | $34,572 | $28,728 |
| WESTLAKE CHEMICAL CORP | $0 | $0 |
| AIR PROD & CHEMICALS INC | $35,256 | $52,044 |
| AUTODESK INC | $45,596 | $73,116 |
| STRYKER CORP | $41,845 | $55,764 |
| SYNOPSYS INC | $26,287 | $31,927 |
| VERISK ANALYTICS INC | $26,329 | $30,752 |
| WILLIAMS COMPANIES | $16,118 | $11,565 |
| ZIMMER HOLDINGS INC | $40,826 | $51,295 |
| VECTRUS INC | $122 | $1,901 |
| CORNING, INC. | $20,102 | $21,936 |
| DIAGEO PLC | $42,700 | $43,628 |
| EBAY INC. | $24,543 | $27,480 |
| PAYPAL HOLDINGS INC. | $21,788 | $25,340 |
| HARRIS CORPORATION | $13,309 | $14,599 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VERIZON STOCK RECEIVABLE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT MEDTRONIC MERGER | Desc |
| Amt | $13,399 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $97 | $0 | $0 |
| POSTAGE | $9 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEE | CategoryTxt |
| Amt | $6,571 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMONWEALTH OF MASS | $35 | $0 | $0 |
| FOREIGN TAXES PAID | $203 | $0 | $0 |