STRATEGY STUDIO / PUBLIC DATA EXPLORER

THE WINFIELD FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
THE WINFIELD FOUNDATION (EIN 13-7170245)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-05-16
IRS object ID
201101379349100300
Schema version
2010v3.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-05-16T08:26:20-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1VIOLA CHRABASCZ REYNOLDS & CO LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1103 PHOENIX AVENUEAddressLine1
CityENFIELDCity
StateCTState
ZIP Code06082ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN137170245EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE WINFIELD FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlWINFNameControl
Phone8602100060Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line180 ROCKY MOUNTAIN ROADAddressLine1
CityROXBURYCity
StateCTState
ZIP Code06783ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJUDITH Z FRIEDMANName
TitleTRUSTEETitle
Phone8602100060Phone
Date Signed2011-05-17DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameEDWARD STAMBOVSKYName
Phone8607413088Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY531508FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss39InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm39InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss5844DividendsRevAndExpnss
Dividends Net Invst Incm5844DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss5144NetGainSaleAssetsRevAndExpnss
Gross Sales Price35799GrossSalesPrice
Capital Gain Net Incm Net Invst Incm5144CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss508OtherIncomeRevAndExpnss
Other Income Net Invst Incm0OtherIncomeNetInvstIncm
Total Revenue And Expenses11535TotalRevenueAndExpenses
Total Net Investment Income11027TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss1400AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm700AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps700AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss35TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps35TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss7OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps7OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1442TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm700TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps742TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss44000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps44000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss45442TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm700TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps44742TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-33907ExcessOfRevenueOverExpenses
Net Investment Income10327NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY14394SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY11142SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV11142SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY429476InvestmentsCorpStockBOY
Investments Corp Stock EOY398821InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV520366InvestmentsCorpStockEOYFMV
Total Assets BOY443870TotalAssetsBOY
Total Assets EOY409963TotalAssetsEOY
Total Assets EOYFMV531508TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY443870RetainedEarningsBOY
Retained Earnings EOY409963RetainedEarningsEOY
Total Net Assets BOY443870TotalNetAssetsBOY
Total Net Assets EOY409963TotalNetAssetsEOY
Total Liabilities Net Assets BOY443870TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY409963TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY443870TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-33907ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal409963Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY409963TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
MOHAWK INDUSTRIES, INCP2000-01-012010-01-041189612450-554-554
WALGREEN CO NEWP2000-01-012010-01-04239031820556985698
FieldValueIRS element (for citing)
Capital Gain Net Income5144CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year145555QualifyingDistributionsYear1
Noncharitable Assets Year1470617NoncharitableAssetsYear1
Distribution Ratio Year10.096798DistributionRatioYear1
Qualifying Distributions Year275892QualifyingDistributionsYear2
Noncharitable Assets Year2594504NoncharitableAssetsYear2
Distribution Ratio Year20.127656DistributionRatioYear2
Qualifying Distributions Year375931QualifyingDistributionsYear3
Noncharitable Assets Year3886122NoncharitableAssetsYear3
Distribution Ratio Year30.085689DistributionRatioYear3
Qualifying Distributions Year475299QualifyingDistributionsYear4
Noncharitable Assets Year4983594NoncharitableAssetsYear4
Distribution Ratio Year40.076555DistributionRatioYear4
Qualifying Distributions Year591355QualifyingDistributionsYear5
Noncharitable Assets Year51052759NoncharitableAssetsYear5
Distribution Ratio Year50.086777DistributionRatioYear5
Total Distribution Ratio0.473475TotalDistributionRatio
Average Distribution Ratio0.094695AverageDistributionRatio
Net Noncharitable Assets520524NetNoncharitableAssets
Adjusted Noncharitable Assets49291AdjustedNoncharitableAssets
One Percent Net Investment Income103OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One49394AdjNonchrtblAssetsAndOnePct
Qualifying Distributions44742QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax207InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal207Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income207TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment80EstTaxPaymentsAndOverpayment
Total Credits And Payments80TotalCreditsAndPayments
Tax Due127TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithMAStatesFiledWith
States Filed WithCTStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameJUDITH Z FRIEDMAN TRUSTEEBooksInCareOfPersonName
Books In Care Of Phone Number8602100060BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line180 ROCKY MOUNTAIN ROADAddressLine1
CityROXBURYCity
StateCTState
ZIP Code06783ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
CHAYE ZUCKERMAN SHAPOT
310 WEST 79 STREET APT1WNEW YORKNY10024TRUSTEE1.00000
JUDITH Z FRIEDMAN
80 ROCKY MOUNTAIN RDROXBURYCT06783TRUSTEE1.00000
JOEL B ZUCKERMAN
31 HASLEITERS RETREATSAVANNAHGA31411TRUSTEE1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities515183AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances13268AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets528451TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets528451AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable7927CashDeemedCharitable
Net Noncharitable Assets520524NetNoncharitableAssets
Minimum Investment Return26026MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return26026MinimumInvestmentReturn
Tax Based On Investment Income207TaxBasedOnInvestmentIncome
Total Tax207TotalTax
Distributable Amount Before Adj25819DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded25819DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted25819DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions44742ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions44742QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions44742AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted25819DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year534503ExcessDistriCarryoverYear5
Excess Distri Carryover Year451390ExcessDistriCarryoverYear4
Excess Distri Carryover Year331871ExcessDistriCarryoverYear3
Excess Distri Carryover Year246255ExcessDistriCarryoverYear2
Excess Distri Carryover Year122114ExcessDistriCarryoverYear1
Total Excess Distri Carryover186133TotalExcessDistriCarryover
Qualifying Distributions44742QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year25819AppliedToCurrentYear
Remaining Distri From Corpus18923RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus205056TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year534503ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year170553ExcessDistriCyovToNextYear
Excess From Year451390ExcessFromYear4
Excess From Year331871ExcessFromYear3
Excess From Year246255ExcessFromYear2
Excess From Year122114ExcessFromYear1
Excess From Current Year18923ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameTHE WINFIELD FOUNDATION CO JUDITH FRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line180 ROCKY MOUNTAIN RDAddressLine1
CityROXBURYCity
StateCTState
ZIP Code06783ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number8602100060RecipientPhoneNumber
Form And Info And MaterialsTYPED APPLICATION INCLUDING NAME OF REQUESTING CHARITABLE ORGANIZATION, ADDRESS,CHARITABLE PURPOSE/FUNCTION AND SPECIFIC REQUEST.FormAndInfoAndMaterials
Submission DeadlinesNONE NONE NONESubmissionDeadlines
Restrictions On AwardsNONERestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (26 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
FAMILIES WITH CHILDREN FROM CHINA
PO BOX 237065NEW YORKNY10023NONEPUBLIC CHARITYHELP SUPPORT PROGRAMS$2,500
ASAP
PO BOX 1586LONGVIEWTX756061586NONEPUBLIC CHARITYHELP SUPPORT PROGRAMS$500
FRESH AIR FUND
663 THIRD AVE 14TH FLOORNEW YORKNY10017NONEPUBLIC CHARITYHELP SUPPORT PROGRAMS$500
DOCTORS WITHOUT BORDERS
333 7TH AVENUE 2ND FLOORNEW YORKNY100015004NONEPUBLIC CHARITYHELP SUPPORT PROGRAMS$500
NEW MILFORD HOSPITAL FOUNDATION
28 ELM STREETNEW MILFORDCT06776NONEPUBLIC CHARITYHELP SUPPORT PROGRAMS$1,000
PULMONARY FIBROSIS FOUNDATION
1332 NORTH HALSTED ST SUITE 201CHICAGOIL60642NONEPUBLIC CHARITYHELP SUPPORT PROGRAMS$1,000
ROXBURY LAND TRUST
PO BOX 51ROXBURYCT06783NONEPUBLIC CHARITYHELP SUPPORT PROGRAMS$500
SAVANNAH JEWISH FEDERATION
PO BOX 23527SAVANNAHGA31403NONEPUBLIC CHARITYHELP SUPPORT PROGRAMS$3,000
SAVANNAH COUNTRY DAY SCHOOL
824 STILLWOOD DRSAVANNAHGA31401NONEPUBLIC CHARITYHELP SUPPORT PROGRAMS$2,000
AGUDATH ACHIM
9 LEE BOULEVARDSAVANNAHGA31405NONEPUBLIC CHARITYHELP SUPPORT PROGRAMS$500
FRIEND OF CALLAWASSIE ISLAND
176 CALLAWASSIE DROKATIESC29909NONEPUBLIC CHARITYHELP SUPPORT PROGRAMS$1,500
LEND A HAND CHARITY
13192 BELLAIRE BLVDHOUSTONTX77077NONEPUBLIC CHARITYHELP SUPPORT PROGRAMS$2,000
THE FEDERATIONJEWISH COMMUNITIES OF WESTERN CT
444 MAIN STREETPO BOX 657SOUTHBURYCT06488NONEPUBLIC CHARITYHELP SUPPORT PROGRAMS$2,000
THE SUMMIT SCHOOL
187-30 GRAND CENTRAL PARKWAYJAMAICA ESTATESNY11432NONEEDUCATIONAL INSTITUTHELP SUPPORT PROGRAMS$15,000
TEMPLE HAR SHALOM
3700 NORTH BROOKSIDE COURTPARK CITYUT84060NONEPUBLIC CHARITYHELP SUPPORT PROGRAMS$1,000
TWO HUNDRED CLUB OF THE COASTAL EMPIRE
PO BOX 779MIDWAYGA31320NONEPUBLIC CHARITYHELP SUPPORT PROGRAMS$250
SPRINGFIELD JCC
DICKINSON STREETSPRINGFIELDMA01011NONEPUBLIC CHARITYHELP SUPPORT PROGRAMS$1,000
PAN MA CHALLANGE
77 4 TH AVENUENEEDHAMMA02494NONEEDUCATIONAL INSTITUTHELP SUPPORT PROGRAMS$400
WASHINGTON MONTESSORI SCHOOL
240 LITCHFIELD TURNPIKENEW PRESTONCT06777NONEEDUCATIONAL INSTITUTHELP SUPPORT PROGRAMS$2,500
SEEDS OF PEACE
370 LEXINGTON AVE-SUITE 2103NEW YORKNY10017NONEPUBLIC CHARITYHELP SUPPORT PROGRAMS$1,500
SUSAN B ATHONEY PROJECT
179 WATER STREETTORRINGTONCT06790NONEPUBLIC CHARITYHELP SUPPORT PROGRAMS$500
CONGREGATION KAHL KADOSH BETH ELOHIM
1620 GERVAIS STCOLUMBIASC29201NONEPUBLIC CHARITYHELP SUPPORT PROGRAMS$1,000
WACCAMAU FOUNDATION
7215 SALLIE MOOD RDSAVANNAHGA31406NONEPUBLIC CHARITYHELP SUPPORT PROGRAMS$750
HUMANE SOCIETY FOR GREATER SAVANNAH
7215 SALLIE MOOD RDSAVANNAHGA31406NONEPUBLIC CHARITYHELP SUPPORT PROGRAMS$600
ST ANDREWS- RECTOR'S DISCRESTIONARY FUND
20 POPE AVEHILTON HEADSC29928NONEPUBLIC CHARITYHELP SUPPORT PROGRAMS$1,000
ALZHEIMER'S ASSOCIATION
279 NEW BRITIAN ROADKENNINGSTONCT06037NONEPUBLIC CHARITYHELP SUPPORT PROGRAMS$1,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year44000TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$39ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$5,844ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$508ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$5,144ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$11,535ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA11535TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING & TAX PREPARATIONCategory
Amount$1,400Amount
Net Investment Income700NetInvestmentIncome
Disbursements Charitable Prps700DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (2 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
WALGREEN CO261868364276
MOHAWK INDUSTRIES136953156090

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionPOSTAGEDescription
Revenue And Expenses Per Books7RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps7DisbursementsCharitablePrps

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionFEDERAL TAX REFUNDDescription
Revenue And Expenses Per Books508RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Adjusted Net Income508AdjustedNetIncome

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryCOMMONWEALTH OF MASSCategory
Amount$35Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps35DisbursementsCharitablePrps