THE WINFIELD FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE WINFIELD FOUNDATION (EIN 13-7170245)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-12
- IRS object ID
- 201233179349100113
- Schema version
- 2011v1.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-12T10:49:03-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-11-02 | 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 | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 990208 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 693313 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 42 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 42 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 7701 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 7701 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 9591 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 36054 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 9591 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 710647 | TotalRevenueAndExpenses |
| Total Net Investment Income | 17334 | 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 |
| Accounting Fees Rev And Expnss | 1400 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 700 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 700 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 35 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 35 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 19 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 19 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1454 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 700 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 754 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 96518 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 96518 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 97972 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 700 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 97272 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 612675 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 16634 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 11142 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 230686 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 230686 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 398821 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 791952 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 759522 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 409963 | TotalAssetsBOY |
| Total Assets EOY | 1022638 | TotalAssetsEOY |
| Total Assets EOYFMV | 990208 | 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 | 409963 | RetainedEarningsBOY |
| Retained Earnings EOY | 1022638 | RetainedEarningsEOY |
| Total Net Assets BOY | 409963 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1022638 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 409963 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1022638 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 409963 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 612675 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1022638 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1022638 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 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 |
|---|---|---|---|---|---|---|---|
| 182 SHS MOHAWK INDUSTRIES | P | 2003-02-12 | 2011-01-21 | 10484 | 9064 | 1420 | 1420 |
| 620 SHS WALGREEN CO | P | 2002-12-03 | 2011-01-21 | 25560 | 17398 | 8162 | 8162 |
| .5 SHS ITT | P | 1991-12-09 | 2011-10-31 | 10 | 1 | 9 | 9 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 9591 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 44742 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 520524 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.085956 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 45555 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 470617 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.096798 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 75892 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 594504 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.127656 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 75931 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 886122 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.085689 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 75299 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 983594 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.076555 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.472654 | TotalDistributionRatio |
| Average Distribution Ratio | 0.094531 | AverageDistributionRatio |
| Net Noncharitable Assets | 520524 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 49206 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 166 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 49372 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 97272 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 166 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 166 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 166 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 240 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 240 | TotalCreditsAndPayments |
| Overpayment | 74 | Overpayment |
| Amount Credited To Next Year | 74 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 Person Name | JUDITH Z FRIEDMAN TRUSTEE | BooksInCareOfPersonName |
| 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 | 515183 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 13268 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 528451 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 528451 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 7927 | CashDeemedCharitable |
| Net Noncharitable Assets | 520524 | NetNoncharitableAssets |
| Minimum Investment Return | 26026 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 26026 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 166 | TaxBasedOnInvestmentIncome |
| Total Tax | 166 | TotalTax |
| Distributable Amount Before Adj | 25860 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 25860 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 25860 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 97272 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 97272 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 166 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 97106 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 25860 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 51390 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 31871 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 46255 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 22114 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 18923 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 170553 | TotalExcessDistriCarryover |
| Qualifying Distributions | 97272 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 25860 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 71412 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 241965 | 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 | 51390 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 190575 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 31871 | ExcessFromYear4 |
| Excess From Year3 | 46255 | ExcessFromYear3 |
| Excess From Year2 | 22114 | ExcessFromYear2 |
| Excess From Year1 | 18923 | ExcessFromYear1 |
| Excess From Current Year | 71412 | 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 (36 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AGUDATH ACHIM | |||||||
| 9 LEE BOULEVARD | SAVANNAH | GA | 31405 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $518 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 279 NEW BRITIAN ROAD | KENNINGSTON | CT | 06037 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,000 |
| ASAP | |||||||
| PO BOX 15 | WASHINGTON DEPOT | CT | 06794 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 |
| RICKY MCALLASTER FOUNDATION | |||||||
| PO BOX 30801 | SAVANNAH | GA | 31410 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 100015004 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 60 WALNUT STREET | WELLESLEY HILLS | MA | 02481 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 |
| FRESH AIR FUND | |||||||
| 663 THIRD AVE 14TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 |
| FRIEND OF CALLAWASSIE ISLAND | |||||||
| 176 CALLAWASSIE DR | OKATIE | SC | 29909 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,750 |
| HILTON HEAD REGIONAL HABITAT FOR HUMANITY | |||||||
| 21 BRENDAN LANE | BLUFTON | SC | 29910 | 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 | $1,000 |
| NEW MILFORD HOSPITAL FOUNDATION | |||||||
| 28 ELM STREET | NEW MILFORD | CT | 06776 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,000 |
| THE HERITAGE FOUNDATION | |||||||
| PO BOX 11390 | COLUMBIA | SC | 29211 | NONE | EDUCATIONAL INSTITUT | HELP SUPPORT PROGRAMS | $3,000 |
| PULMONARY FIBROSIS FOUNDATION | |||||||
| 811 WEST EVERGREEN AVE SUITE 303 | CHICAGO | IL | 60642 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $2,000 |
| ROXBURY LAND TRUST | |||||||
| PO BOX 51 | ROXBURY | CT | 06783 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 |
| SAVANNAH COUNTRY DAY SCHOOL | |||||||
| 824 STILLWOOD DR | SAVANNAH | GA | 31401 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,500 |
| SAVANNAH JEWISH FEDERATION | |||||||
| 5111 ABERCORN STREET | SAVANNAH | GA | 31403 | 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 |
| SAVANNAH MUSIC FESTIVAL | |||||||
| 200 EAST SAINT JULIAN ST-SUITE 601 | SAVANNAH | GA | 31401 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,000 |
| EVAN DONALDSON ADOPTION INSTITUTE | |||||||
| 120 EAST 38TH STREET | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $1,000 |
| SUSAN B ATHONY PROJECT | |||||||
| 179 WATER STREET | TORRINGTON | CT | 06790 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 |
| TEMPLE HAR SHALOM | |||||||
| PO BOX 681236 | PARK CITY | UT | 84068 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $2,000 |
| THE FEDERATIONJEWISH COMMUNITIES OF WESTERN CT | |||||||
| 444 MAIN STREETPO BOX 657 | SOUTHBURY | CT | 06488 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $5,000 |
| THE SUMMIT SCHOOL | |||||||
| 187-30 GRAND CENTRAL PARKWAY | JAMAICA ESTATES | NY | 11432 | NONE | EDUCATIONAL INSTITUT | HELP SUPPORT PROGRAMS | $15,000 |
| TWO HUNDRED CLUB OF THE COASTAL EMPIRE | |||||||
| PO BOX 779 | MIDWAY | GA | 31320 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $250 |
| WACCAMAW COMMUNITY FOUNDATION | |||||||
| 3655S HIGHWAY 17 BUSINESS | MURRELLS | SC | 29756 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 |
| WASHINGTON MONTESSORI SCHOOL | |||||||
| 240 LITCHFIELD TURNPIKE | NEW PRESTON | CT | 06777 | NONE | EDUCATIONAL INSTITUT | HELP SUPPORT PROGRAMS | $2,000 |
| OPPORTUNITY LEAGUE | |||||||
| 546 FIFTH AVE-6TH FLOOR | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $2,500 |
| PILOBOLUS | |||||||
| PO BOX 388 | WASHINGTON DEPOT | CT | 06794 | 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 | $1,000 |
| MEMORIAL HEATH FOUNDATION | |||||||
| PO BOX 23089 | SAVANNAH | GA | 31403 | 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 |
| THE PHILADELPHIA FOUNDATION | |||||||
| 1234 MARKET ST-SUITE 1800 | PHILADELPHIA | PA | 19107 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 |
| AMERICAN LUNG ASSOCIATION | |||||||
| 45 ASH STREET | EAST HARTFORD | CT | 06108 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $2,000 |
| JEWISH ENDOWMENT FOUNDATION | |||||||
| 1160 DICKENSON STREET | SPRINGFIELD | MA | 01108 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $36,000 |
| HEIFER INTERNATIONAL | |||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 |
| PRAIRIE HOME BAPTIST CHURCH | |||||||
| PO BOX 271-3130 US HIGHWAY 6 | HAXTUN | CO | 80731 | NONE | PUBLIC CHARITY | HELP SUPPORT PROGRAMS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 96518 | 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 | $42 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $7,701 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9,591 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $17,334 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 17334 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | ESTATE OF LILLIAN ZUCKERMAN | 97 TECUMSEH DRIVE | LONGMEADOW | MA | 01106 | 250000 | X |
| 2 | LILLIAN ZUCKERMAN UNITRUST | 97 TECUMSEH DRIVE | LONGMEADOW | MA | 01106 | 22586 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREPARATION | Category |
| Amount | $1,400 | Amount |
| Net Investment Income | 700 | NetInvestmentIncome |
| Disbursements Charitable Prps | 700 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (5 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| WALGREEN CO | 349163 | 393976 |
| MOHAWK INDUSTRIES | 181210 | 225814 |
| ITT | 130749 | 30406 |
| EXELIS | 65415 | 28480 |
| XYLEM | 65415 | 80846 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | POSTAGE | Description |
| Revenue And Expenses Per Books | 19 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 19 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COMMONWEALTH OF MASS | Category |
| Amount | $35 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 35 | DisbursementsCharitablePrps |