THE WINFIELD FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE WINFIELD FOUNDATION (EIN 13-7170245)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-14
- IRS object ID
- 201402269349100325
- Schema version
- 2013v3.0
- 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 Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-14T11:41:17-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 PHOENIX AVENUE | AddressLine1 |
| City | ENFIELD | City |
| State | CT | State |
| ZIP Code | 06082 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | 80 ROCKY MOUNTAIN ROAD | AddressLine1 |
| City | ROXBURY | City |
| State | CT | State |
| ZIP Code | 06783 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDITH Z FRIEDMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8602100060 | PhoneNum |
| Signature | 2014-08-06 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,309,727 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $25,256 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,256 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,718 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $198,923 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,718 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $48,984 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,984 | 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 | $1,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,552 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,552 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $714 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $429 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $285 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,094 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $94 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,760 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,775 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,985 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $74,760 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,775 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $65,985 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$25,776 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,209 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $423,263 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,576 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,576 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $659,663 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,006,574 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,259,151 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,082,926 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,057,150 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,309,727 | 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 | $1,082,926 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,057,150 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,082,926 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,057,150 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,082,926 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,057,150 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,082,926 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$25,776 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,057,150 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,057,150 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 800 SHS KRAFT FOOD GROUP | P | 2013-02-15 | 2013-09-16 | $43,794 | $37,765 | $6,029 | $6,029 |
| 800 SHS ITT CORPORATION | P | 1991-12-09 | 2013-05-22 | $24,460 | $66,496 | -$42,036 | -$42,036 |
| 300 SHS MOHAWK INDUSTRIES INC | P | 2003-02-12 | 2013-02-15 | $32,350 | $14,940 | $17,410 | $17,410 |
| 200 SHS MOHAWK INDUSTRIES INC | P | 2003-02-12 | 2013-09-16 | $25,869 | $9,960 | $15,909 | $15,909 |
| 400 SHS WALGREEN COMPANY | P | 2002-12-03 | 2013-02-15 | $16,451 | $11,224 | $5,227 | $5,227 |
| 500 SHS WALGREEN COMPANY | P | 2002-12-03 | 2013-09-16 | $27,407 | $14,030 | $13,377 | $13,377 |
| 1000 SHS XYLEM INC | P | 1991-12-09 | 2013-05-22 | $28,592 | $20,790 | $7,802 | $7,802 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,718 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $68,183 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $975,857 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.069870 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $97,106 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $520,524 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.186554 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $44,742 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $520,524 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.085956 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $45,555 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $470,617 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.096798 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $75,892 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $594,504 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.127656 | DistributionYr5Rt |
| Total Distribution | 0.566834 | TotalDistributionRt |
| Average Distribution | 0.113367 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,038,664 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $117,750 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $402 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $118,152 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $65,985 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $804 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $804 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $804 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,600 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $5,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $8 | EsPenaltyAmt |
| Overpayment | $4,788 | OverpaymentAmt |
| Applied To ES Tax | $2,000 | AppliedToESTaxAmt |
| Refund | $2,788 | 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 | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CT | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | ROXBURY | City |
| State | CT | State |
| ZIP Code | 06783 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $1,037,390 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,091 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,054,481 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,054,481 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,817 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,038,664 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,933 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,933 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $804 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $804 | TotalTaxAmt |
| Distributable Before Adj | $51,129 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $51,129 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $51,129 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $65,985 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $65,985 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $65,985 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,129 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $46,255 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $22,114 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $18,923 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $71,412 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,959 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $180,663 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $65,985 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $51,129 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,856 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $195,519 | 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 | $46,255 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $149,264 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $22,114 | ExcessFromYear4Amt |
| Excess From Year3 | $18,923 | ExcessFromYear3Amt |
| Excess From Year2 | $71,412 | ExcessFromYear2Amt |
| Excess From Year1 | $21,959 | ExcessFromYear1Amt |
| Excess From Current Year | $14,856 | 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 | AddressLine1 |
| City | ROXBURY | City |
| State | CT | State |
| ZIP Code | 06783 | ZIPCode |
| 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 (31 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 NORTH MICHIGAN AVENUE- FLOOR 17 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $3,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $3,000 | |
| ATLANTIC THEATER COMPANY | ||||||||
| 76 NINTH AVENUE- SUITE 537 | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $2,000 | |
| COASTAL JAZZ ASSOCIATION | ||||||||
| PO BOX 60205 | SAVANNAH | GA | 31420 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $2,000 | |
| COLUMBIA GRAMMAR & PREPARATORY SCHOOL | ||||||||
| 5 WEST 93RD STREET | NEW YORK | NY | 10025 | NONE | EDUCATIONAL INSTITUT | HELP SUPPORT PROGRAMS | $5,000 | |
| CRAGMONT ASSEMBLY | ||||||||
| 1233 NORTH FOLK ROAD | BLACK MOUNTAIN | NC | 28711 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,000 | |
| FAMILIES WITH CHILDREN FROM CHINA | ||||||||
| PO BOX 237065 | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| LIAM'S LAND | ||||||||
| PO BOX 5715 | SAVANNAH | GA | 31414 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| MORTY'S KIDS - MORTON FOUNDATION | ||||||||
| 1851 SOUTH HIGH STREET | COLUMBUS | OH | 43207 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| MULLIGANS FORE KIDS | ||||||||
| PO BOX 3413 | WILSON | NC | 27895 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| NCPGA FOUNDATION | ||||||||
| 411 DAVIS STREET- SUITE 103 | VACAVILLE | CA | 95688 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| PARK CITY FOUNDATION | ||||||||
| PO BOX 681499 | PARK CITY | UT | 84068 | 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 | $6,000 | |
| RICKY MCALLASTER FOUNDATION | ||||||||
| PO BOX 30801 | SAVANNAH | GA | 31410 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| ROXBURY LAND TRUST | ||||||||
| PO BOX 51 | ROXBURY | CT | 06783 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| SEEDS OF PEACE | ||||||||
| 370 LEXINGTON AVE-SUITE 2103 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| THE WOODHALL SCHOOL | ||||||||
| 58 HARRISON LANE | BETHLEHEM | CT | 06751 | NONE | EDUCATIONAL INSTITUT | HELP SUPPORT PROGRAMS | $5,000 | |
| TIGER GOLF GATHERING FOUNDATION | ||||||||
| 501-8 OLD GREENVILLE HWYPMB330 | CLEMSON | SC | 29631 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,000 | |
| WASHINGTON MONTESSORI SCHOOL | ||||||||
| 240 LITCHFIELD TURNPIKE | NEW PRESTON | CT | 06777 | NONE | EDUCATIONAL INSTITUT | HELP SUPPORT PROGRAMS | $2,000 | |
| WESTOVER SCHOOL | ||||||||
| 1237 WHITTEMORE ROAD | MIDDLEBURY | CT | 06762 | NONE | EDUCATIONAL INSTITUT | HELP SUPPORT PROGRAMS | $6,500 | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||||
| 711 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,000 | |
| ANN LIGUORDI FOUNDATION | ||||||||
| PO BOX 605 | WESTHAMPTON | NY | 11977 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| FRIENDS OF CALLAWASSIE ISLAND | ||||||||
| 176 CALLAWASSIE DRIVE | OKATIE | SC | 29909 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $3,000 | |
| HADASSAH | ||||||||
| 50 WEST 58 STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| HILTON HEAD REGIONAL HABITAT FOR HUMANITY | ||||||||
| PO BOX 2747 | BLUFFTON | SC | 29910 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $2,000 | |
| JEWISH FEDERATION OF WESTERN CT | ||||||||
| 444 MAIN STREET NORTH | SOUTHBURY | CT | 06488 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $5,500 | |
| NICKLAUS CHILDREN'S HEALTH CARE FOUNDATION | ||||||||
| GOLDEN BEAR PLAZA 11770 US HIGHWAY | NORTH PALM BEACH | FL | 33408 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,000 | ONE |
| NORTH TEXAS PGA JUNIOR GOLF FOUNDATION | ||||||||
| 15150 PRESTON ROAD | DALLAS | TX | 75248 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,000 | |
| SAVANNAH BOOK FESTIVAL | ||||||||
| ONE DIAMOND CAUSEWAY SUITE 21 BOX | SAVANNAH | GA | 31406 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | 331 |
| SAVANNAH JEWISH FEDERATION | ||||||||
| 5111 ABERCORN STREET | SAVANNAH | GA | 31405 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $3,000 | |
| SUSAN G KOMEN BREAST CANCER FOUNDATION | ||||||||
| PO BOX 1405 | SAVANNAH | GA | 31402 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,000 | 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 | $10 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,256 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,718 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $48,984 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $48,984 | 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 | $1,400 | Amt |
| Net Investment Income | $700 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $700 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WALGREEN CO | $15,143 | $29,696 |
| MOHAWK INDUSTRIES | $13,105 | $40,650 |
| ITT | $64,253 | $33,564 |
| EXELIS | $65,415 | $59,982 |
| XYLEM | $32,151 | $53,526 |
| ABB LTD SPONS ADR | $42,066 | $53,120 |
| APPLIED MATERIALS INC DELAWARE | $39,723 | $58,344 |
| ILLINOIS TOOL WORKS INC | $25,763 | $42,040 |
| MEDTRONIC INC | $39,508 | $57,390 |
| MERCK & CO INC | $39,243 | $50,050 |
| MICROSOFT CORP | $42,658 | $56,115 |
| PAYCHEX INC | $41,258 | $59,189 |
| PROCTER & GAMBLE CO | $33,340 | $40,705 |
| ROCKWELL COLLINS INC | $28,645 | $36,960 |
| ROYAL DUTCH SHELL PLC | $36,680 | $37,555 |
| STATOIL HYDRO ASA | $37,820 | $36,195 |
| VADAFONE GROUP PLC | $38,256 | $55,034 |
| JOHN WILEY & SONS INC CL A | $42,008 | $55,200 |
| DOW CHEMICAL COMPANY | $28,999 | $44,400 |
| SPECTRA ENERGY | $34,572 | $42,744 |
| WESTLAKE CHEMICAL CORP | $17,594 | $30,518 |
| AIR PROD & CHEMICALS INC | $35,256 | $44,712 |
| AUTODESK INC | $45,596 | $60,383 |
| STRYKER CORP | $41,845 | $45,084 |
| SYNOPSYS INC | $26,287 | $28,399 |
| VERISK ANALYTICS INC | $26,329 | $26,288 |
| WILLIAMS COMPANIES | $32,235 | $34,713 |
| ZIMMER HOLDINGS INC | $40,826 | $46,595 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $82 | $82 | $0 |
| MEETING EXPENSE | $5,000 | $0 | $5,000 |
| POSTAGE | $12 | $12 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEE | CategoryTxt |
| Amt | $7,552 | Amt |
| Net Investment Income | $7,552 | 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 | $285 | $0 | $285 |
| FOREIGN TAXES PAID | $429 | $429 | $0 |