BETA

WILEY FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
WILEY FOUNDATION INC (EIN 13-4163744)
Tax period
2018-05-01 to 2019-04-30
Filed
2019-09-16
IRS object ID
201932599349100313
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-09-16T10:01:18-05:00ReturnTs
Tax Period End2019-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131655065PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LUTZ AND CARR CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1551 FIFTH AVENUE SUITE 400AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10176ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134163744EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WILEY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILEBusinessNameControlTxt
Phone2017486783PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O D WILEY WILEY SONS 111 RIVER STAddressLine1Txt
CityHOBOKENCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07030ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEUGENE BENKELMANNPersonNm
Person TitleASST TREASURERPersonTitleTxt
Phone2017486783PhoneNum
Signature2019-09-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAUREN CRESCIPreparerPersonNm
PTINP01268493PTIN
Phone2126972299PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.142.140.186IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-09-06IPDt
IP Tm09:59:44IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id346D1650512CA940E5FAB8343674F12C8357897FAtSubmissionCreationDeviceId
At Submission Filing Device IdC6B84DD1F518B96753207BD5099AA33ACBC10C80AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,945,104FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$101,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$58,671DividendsRevAndExpnssAmt
Dividends Net Invst Incm$58,671DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$40,295NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$218,864GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$40,295CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$932OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$200,898TotalRevAndExpnssAmt
Total Net Invst Incm$98,966TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,163AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,582AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,581AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$10,417OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,417OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$475TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$2,193TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$2,193TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$14,052OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$14,052OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$30,300TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,999TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$17,826TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$80,300TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,999TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$67,826TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$120,598ExcessRevenueOverExpensesAmt
Net Investment Income$86,967NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$7,004CashBOYAmt
Cash EOY$49,053CashEOYAmt
Cash EOYFMV$49,053CashEOYFMVAmt
Corporate Stock BOY$682,907CorporateStockBOYAmt
Corporate Stock EOY$622,397CorporateStockEOYAmt
Corporate Stock EOYFMV$958,746CorporateStockEOYFMVAmt
Corporate Bonds BOY$149,957CorporateBondsBOYAmt
Corporate Bonds EOY$245,905CorporateBondsEOYAmt
Corporate Bonds EOYFMV$246,544CorporateBondsEOYFMVAmt
Other Investments BOY$627,126OtherInvestmentsBOYAmt
Other Investments EOY$670,237OtherInvestmentsEOYAmt
Other Investments EOYFMV$690,761OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,466,994TotalAssetsBOYAmt
Total Assets EOY$1,587,592TotalAssetsEOYAmt
Total Assets EOYFMV$1,945,104TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,466,994UnrestrictedBOYAmt
Unrestricted EOY$1,587,592UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,466,994TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,587,592TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,466,994TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,587,592TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,466,994TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$120,598ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,587,592SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,587,592TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$214,213$178,569$35,644$35,644
CAPITAL GAINS DIVIDENDSP$4,651$4,651$4,651
FieldValueIRS element (for citing)
Capital Gain Net Income$40,295CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$84,465AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,752,538NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048196DistributionYr1Rt
Adjusted Qlfy Distri Yr2$79,732AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,595,097NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049986DistributionYr2Rt
Adjusted Qlfy Distri Yr3$66,870AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,422,966NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.046993DistributionYr3Rt
Adjusted Qlfy Distri Yr4$117,980AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,368,013NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.086242DistributionYr4Rt
Adjusted Qlfy Distri Yr5$107,203AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,304,094NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.082205DistributionYr5Rt
Total Distribution0.313622TotalDistributionRt
Average Distribution0.062724AverageDistributionRt
Net Vl Noncharitable Assets$1,839,244NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$115,365AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$870NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$116,235AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$67,826QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,739InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,739SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,739TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,080EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,080TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$659TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.WILEYFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksD WILEYIndividualWithBooksNm
Phone2017486783PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1WILEY SONS 111 RIVER STREETAddressLine1Txt
CityHOBOKENCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07030ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DEBORAH E WILEY
JOHN WILEY SONS 111 RIVER STREETHOBOKENNJ07030CHAIRMAN/PRESIDENT1.00$0$0$0
VINCENT MARZANO
JOHN WILEY SONS 111 RIVER STREETHOBOKENNJ07030TREASURER (THROUGH 12/18)1.00$0$0$0
EUGENE BENKELMANN
JOHN WILEY SONS 111 RIVER STREETHOBOKENNJ07030ASSISTANT TREASURER1.00$0$0$0
ALEX CURY
JOHN WILEY SONS 111 RIVER STREETHOBOKENNJ07030SECRETARY1.00$0$0$0
COLETTE BEAN
JOHN WILEY SONS 111 RIVER STREETHOBOKENNJ07030DIRECTOR1.00$0$0$0
GINNY CHANDA
JOHN WILEY SONS 111 RIVER STREETHOBOKENNJ07030DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,816,526AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$50,727AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,867,253TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,867,253AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$28,009CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,839,244NetVlNoncharitableAssetsAmt
Minimum Investment Return$91,962MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$91,962MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,739TaxBasedOnInvestmentIncomeAmt
Total Tax$1,739TotalTaxAmt
Distributable Before Adj$90,223DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$90,223DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$90,223DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$67,826ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$67,826QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$67,826AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$90,223DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$43,263ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$51,036ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$1,652ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$95,951TotalExcessDistributionCyovAmt
Qualifying Distributions$67,826QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$67,826AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$22,397ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$22,397ExcessDistributionCyovAppCYAmt
Total Corpus$73,554TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$20,866ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$52,688ExcessDistriCyovToNextYrAmt
Excess From Year4$51,036ExcessFromYear4Amt
Excess From Year2$1,652ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJOHN WILEY SONS INCRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1111 RIVER STREETAddressLine1Txt
CityHOBOKENCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07030ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2017486000RecipientPhoneNum
Recipient Email AddressDAHAAG@WILEY.COMRecipientEmailAddressTxt
Form And Info And MaterialsTHE NOMINATION FORM CAN BE FOUND AT HTTP://WWW.WILEY.COM/WILEYCDA/SECTION/ID-390111.HTMLFormAndInfoAndMaterialsTxt
Submission DeadlinesJULY 31STSubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCd
SVANTE PAABO
HEINRICHSTRASSE 25LEIPZIGGM04317NONEIWILEY PRIZE IN BIOMEDICAL SCIENCES CELEBRATES RESEARCH THAT CHAMPIONS NOVEL APPROACHES AND CHALLENGES ACCEPTED THINKING IN THE BIOMEDICAL SCIENCES.$25,000
DAVID REICH
NONEIWILEY PRIZE IN BIOMEDICAL SCIENCES CELEBRATES RESEARCH THAT CHAMPIONS NOVEL APPROACHES AND CHALLENGES ACCEPTED THINKING IN THE BIOMEDICAL SCIENCES.$25,000118 MASON TERRACE UNIT 1BROOKLINEMA02446
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$58,671ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$40,295ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescWRITE OFF OLD OUTSTANDING CHECKSDesc
Exclusion01ExclusionCd
Exclusion$932ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$99,898ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$99,898TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11ALineNumberTxt
Relationship StatementMISCELLANEOUSRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHN WILEY & SONS INCBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1111 RIVER STAddressLine1Txt
CityHOBOKENCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07030ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$3,163Amt
Net Investment Income$1,582NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,581DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$245,905EOYBookValueAmt
EOYFMV$246,544EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITY SECURITIESStockNm
EOY Book Value$622,397EOYBookValueAmt
EOYFMV$958,746EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
INVESCO ETF TR II PFDAT COST$16,606$16,262
ROCHDALE FIXED INCOME FUNDAT COST$388,950$372,914
INVESTMENT CASHAT COST$27,771$27,771
TWEEDY BROWNE FD GLOBAL VALUEAT COST$109,617$114,760
FIERA CAP EMERGING MKTSAT COST$109,587$139,794
ARES CAP CORP CLOSED END FDAT COST$17,706$19,260

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES$250$0$250
RECEPTION$9,831$0$9,831
INSURANCE$1,945$0$1,945
GLASS ENGRAVING$1,988$0$1,988
BANK FEE$38$0$38

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescWRITE OFF OLD OUTSTANDING CHECKSDesc
Revenue And Expenses Per Books$932RevenueAndExpensesPerBooksAmt
Adjusted Net Income$932AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$10,417Amt
Net Investment Income$10,417NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$475Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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