THE WINFIELD FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE WINFIELD FOUNDATION (EIN 13-7170245)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201323189349100202
- Schema version
- 2012v2.1
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T06:47:36-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061119866 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIOLA CHRABASCZ REYNOLDS & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137170245 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WINFIELD FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WINF | NameControl |
| Phone | 8602100060 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JUDITH Z FRIEDMAN | Name |
| Title | TRUSTEE | Title |
| Phone | 8602100060 | Phone |
| Date Signed | 2013-10-31 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EDWARD STAMBOVSKY | Name |
| PTIN | P00434453 | PTIN |
| Phone | 8607413088 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1240894 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 37 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 37 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 23466 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 23466 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 108558 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 608283 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 108558 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 132061 | TotalRevenueAndExpenses |
| Total Net Investment Income | 132061 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 4034 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 2017 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 2017 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1800 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 900 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 900 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 123 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 123 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 436 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 401 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 35 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 5880 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 149 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 5731 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 12273 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3590 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 8683 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 59500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 59500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 71773 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3590 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 68183 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 60288 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 128471 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 230686 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 423263 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 423263 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 791952 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 659663 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 817631 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1022638 | TotalAssetsBOY |
| Total Assets EOY | 1082926 | TotalAssetsEOY |
| Total Assets EOYFMV | 1240894 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1022638 | RetainedEarningsBOY |
| Retained Earnings EOY | 1082926 | RetainedEarningsEOY |
| Total Net Assets BOY | 1022638 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1082926 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1022638 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1082926 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1022638 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 60288 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1082926 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1082926 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 3000 SHS MOHAWK INDUSTRIES INC | P | 2003-02-12 | 2012-01-18 | 191853 | 149404 | 42449 | 42449 |
| 1050 SHS WALGREEN CO NEW | P | 2002-12-03 | 2012-01-18 | 351308 | 294635 | 56673 | 56673 |
| 600 DEVON ENERGY CORP NEW | P | 2012-01-18 | 2012-09-05 | 33730 | 38569 | -4839 | -4839 |
| 300 ILL TOOL WORKS INC | P | 2012-01-18 | 2012-09-05 | 17234 | 15458 | 1776 | 1776 |
| 600 XYLEM INC COM | P | 1991-12-09 | 2012-09-05 | 14158 | 1659 | 12499 | 12499 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 108558 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 97106 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 520524 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.186554 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 44742 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 520524 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.085956 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 45555 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 470617 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.096798 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 75892 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 594504 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.127656 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 75931 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 886122 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.085689 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.582653 | TotalDistributionRatio |
| Average Distribution Ratio | 0.116531 | AverageDistributionRatio |
| Net Noncharitable Assets | 975857 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 113718 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1285 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 115003 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 68183 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2569 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2569 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2569 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 74 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 74 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 1 | PenaltyForUnderpayment |
| Tax Due | 2496 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| States Filed With | CT | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUDITH Z FRIEDMAN TRUSTEE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8602100060 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 683028 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 307690 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 990718 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 990718 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 14861 | CashDeemedCharitable |
| Net Noncharitable Assets | 975857 | NetNoncharitableAssets |
| Minimum Investment Return | 48793 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 48793 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2569 | TaxBasedOnInvestmentIncome |
| Total Tax | 2569 | TotalTax |
| Distributable Amount Before Adj | 46224 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 46224 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 46224 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 68183 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 68183 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 68183 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 46224 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 31871 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 46255 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 22114 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 18923 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 71412 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 190575 | TotalExcessDistriCarryover |
| Qualifying Distributions | 68183 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 46224 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 21959 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 212534 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 31871 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 180663 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 46255 | ExcessFromYear4 |
| Excess From Year3 | 22114 | ExcessFromYear3 |
| Excess From Year2 | 18923 | ExcessFromYear2 |
| Excess From Year1 | 71412 | ExcessFromYear1 |
| Excess From Current Year | 21959 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | THE WINFIELD FOUNDATION CO JUDITH F | RecipientName |
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 Number | 8602100060 | RecipientPhoneNumber |
| Form And Info And Materials | TYPED APPLICATION INCLUDING NAME OF REQUESTING CHARITABLE ORGANIZATION, ADDRESS,CHARITABLE PURPOSE/FUNCTION AND SPECIFIC REQUEST. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE NONE NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (32 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 NORTH MICHIGAN AVENUE- FLOOR 17 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,000 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $5,000 |
| AFTER SCHOOL ARTS PROGRAM | |||||||
| PO BOX 15 | WASHINGTON DEPOT | CT | 06794 | 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 |
| EVAN DONALDSON ADOPTION INSTITUTE | |||||||
| 18 HARRISON STREET | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $750 |
| FAMILIES WITH CHILDREN FROM CHINA | |||||||
| PO BOX 237065 | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,000 |
| ISRAEL PALESTINIAN COOP FOR ECONOMIC EXPANSION | |||||||
| PO BOX 5003 | WOODBURY | CT | 06798 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $2,000 |
| LIAM'S LAND | |||||||
| PO BOX 5715 | SAVANNAH | GA | 31414 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 |
| LITERACY VOLUNTEERS | |||||||
| 7 WHITTLESEY AVENUE | NEW MILFORD | CT | 06776 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $250 |
| MARTY'S KIDS - MORTON FOUNDATION | |||||||
| 1851 SOUTH HIGH STREET | COLUMBUS | OH | 43207 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 |
| NEW MILFORD HOSPITAL FOUNDATION | |||||||
| 21 ELM STREET | NEW MILFORD | CT | 06776 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,000 |
| ONE ON ONE FOUNDATION | |||||||
| 142 JORALEMON ST-SUITE 3E | BROOKLYN | NY | 11201 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 |
| PULMONARY FIBROSIS FOUNDATION | |||||||
| 811 WEST EVERGREEN AVE SUITE 204 | CHICAGO | IL | 60642 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $8,000 |
| 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 |
| SAVANNAH JEWISH FEDERATION | |||||||
| 5111 ABERCORN STREET | SAVANNAH | GA | 31405 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $3,000 |
| SEEDS OF PEACE | |||||||
| 370 LEXINGTON AVE-SUITE 2103 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,500 |
| SUSAN B ATHONY PROJECT | |||||||
| 179 WATER STREET | TORRINGTON | CT | 06790 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 |
| TIGER GOLF GATHERING FOUNDATION | |||||||
| 501-8 OLD GREENVILLE HWYPMB330 | CLEMSON | SC | 29631 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $3,000 |
| WASHINGTON MONTESSORI SCHOOL | |||||||
| 240 LITCHFIELD TURNPIKE | NEW PRESTON | CT | 06777 | NONE | EDUCATIONAL INSTITUT | HELP SUPPORT PROGRAMS | $2,000 |
| MULLIGANS FORE KIDS | |||||||
| PO BOX 3413 | WILSON | NC | 27895 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 |
| AFRICA YOGA PROJECT | |||||||
| PO BOX 69 | WOODSTOCK | NY | 12498 | 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 | $1,000 |
| COASTAL JAZZ ASSOCIATION | |||||||
| PO BOX 60205 | SAVANNAH | GA | 31420 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $2,000 |
| CRAGMONT ASSEMBLY | |||||||
| 1233 NORTH FOLK ROAD | BLACK MOUNTAIN | NC | 28711 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY EASTERN NORTH CAROLINA CHAPTER | |||||||
| 3101 INDUSTRIAL DRIVE- SUITE 210 | RALEIGH | NC | 27609 | 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 | $7,000 |
| SAVING LIVES IN CHATHAM COUNTY | |||||||
| PO BOX 16846 | SAVANNAH | GA | 31416 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 |
| THE FRESH AIR FUND | |||||||
| 633 THIRD AVENUE | 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 | $3,000 |
| WESTOVER SCHOOL | |||||||
| 1237 WHITTEMORE ROAD | MIDDLEBURY | CT | 06762 | NONE | EDUCATIONAL INSTITUT | HELP SUPPORT PROGRAMS | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 59500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $37 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $23,466 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $108,558 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $132,061 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 132061 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREPARATION | Category |
| Amount | $1,800 | Amount |
| Net Investment Income | 900 | NetInvestmentIncome |
| Disbursements Charitable Prps | 900 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (22 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| WALGREEN CO | 39762 | 52443 |
| MOHAWK INDUSTRIES | 38496 | 69933 |
| ITT | 2891 | 36903 |
| EXELIS | 3509 | 35467 |
| XYLEM | 7040 | 69024 |
| ABB LTD SPONS ADR | 42066 | 41580 |
| APPLIED MATERIALS INC DELAWARE | 39723 | 39752 |
| DEVON ENERGY CORP NEW | 0 | 0 |
| ILLINOIS TOOL WORKS INC | 41222 | 30405 |
| MEDTRONIC INC | 39508 | 41020 |
| MERCK & CO INC | 39243 | 40940 |
| MICROSOFT CORP | 42658 | 40065 |
| PAYCHEX INC | 41258 | 40430 |
| PROCTER & GAMBLE CO | 33340 | 33945 |
| ROCKWELL COLLINS INC | 28645 | 29085 |
| ROYAL DUTCH SHELL PLC | 36680 | 35445 |
| STATOIL HYDRO ASA | 37820 | 37560 |
| VADAFONE GROUP PLC | 38256 | 35266 |
| JOHN WILEY & SONS INC CL A | 26381 | 23358 |
| DOW CHEMICAL | 28999 | 32329 |
| SPECTRA ENERGY | 34572 | 32856 |
| WESTLAKE CHEMICAL CORP | 17594 | 19825 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $4,034 | Amount |
| Net Investment Income | 2017 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2017 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK FEES | 298 | 149 | 149 |
| MEETING EXPENSE | 5582 | 0 | 5582 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEE | Category |
| Amount | $123 | Amount |
| Net Investment Income | 123 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| COMMONWEALTH OF MASS | $35 | 0 | 35 |
| FOREIGN TAXES PAID | $401 | 401 | 0 |