BETA

WILEY FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
WILEY FOUNDATION INC (EIN 13-4163744)
Tax period
2017-05-01 to 2018-04-30
Filed
2018-09-07
IRS object ID
201842509349100904
Schema version
2017v2.3
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)
Return2018-09-07T13:26:08-05:00ReturnTs
Tax Period End2018-04-30TaxPeriodEndDt

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 Begin2017-05-01TaxPeriodBeginDt

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)
PersonVINCENT MARZANOPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2017486783PhoneNum
Signature2018-08-27SignatureDt
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)
IP2018-08-27IPDt
IP Tm14:36:20IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdB509D1446CD8B705178DD847A6B8CAC273D2F672AtSubmissionCreationDeviceId
At Submission Filing Device IdC6B84DD1F518B96753207BD5099AA33ACBC10C80AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,732,726FMVAssetsEOYAmt
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$52,070DividendsRevAndExpnssAmt
Dividends Net Invst Incm$52,070DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$13,073NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$170,734GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$13,073CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$166,143TotalRevAndExpnssAmt
Total Net Invst Incm$65,143TotalNetInvstIncmAmt
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$2,552AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,276AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,276AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$10,139OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,139OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,755TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$1,540TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$1,540TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$30,649OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$30,649OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$47,635TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,415TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$33,465TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$51,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$51,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$98,635TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,415TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$84,465TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$67,508ExcessRevenueOverExpensesAmt
Net Investment Income$53,728NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$19,500CashBOYAmt
Cash EOY$7,004CashEOYAmt
Cash EOYFMV$7,004CashEOYFMVAmt
Corporate Stock BOY$670,620CorporateStockBOYAmt
Corporate Stock EOY$682,907CorporateStockEOYAmt
Corporate Stock EOYFMV$907,468CorporateStockEOYFMVAmt
Corporate Bonds BOY$92,068CorporateBondsBOYAmt
Corporate Bonds EOY$149,957CorporateBondsEOYAmt
Corporate Bonds EOYFMV$145,722CorporateBondsEOYFMVAmt
Other Investments BOY$617,298OtherInvestmentsBOYAmt
Other Investments EOY$627,126OtherInvestmentsEOYAmt
Other Investments EOYFMV$672,532OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$1,399,486TotalAssetsBOYAmt
Total Assets EOY$1,466,994TotalAssetsEOYAmt
Total Assets EOYFMV$1,732,726TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,399,486UnrestrictedBOYAmt
Unrestricted EOY$1,466,994UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,399,486TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,466,994TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,399,486TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,466,994TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,399,486TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$67,508ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,466,994SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,466,994TotNetAstOrFundBalancesEOYAmt

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$161,506$157,661$3,845$3,845
CAPITAL GAINS DIVIDENDSP$9,228$9,228$9,228
FieldValueIRS element (for citing)
Capital Gain Net Income$13,073CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$79,732AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,595,097NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049986DistributionYr1Rt
Adjusted Qlfy Distri Yr2$66,870AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,422,966NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.046993DistributionYr2Rt
Adjusted Qlfy Distri Yr3$117,980AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,368,013NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.086242DistributionYr3Rt
Adjusted Qlfy Distri Yr4$107,203AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,304,094NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.082205DistributionYr4Rt
Adjusted Qlfy Distri Yr5$89,774AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,173,460NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.076504DistributionYr5Rt
Total Distribution0.341930TotalDistributionRt
Average Distribution0.068386AverageDistributionRt
Net Vl Noncharitable Assets$1,752,538NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$119,849AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$537NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$120,386AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$84,465QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,075InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,075SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,075TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,680EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,680TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$605OverpaymentAmt
Applied To ES Tax$605AppliedToESTaxAmt
Refund$0RefundAmt

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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
PROF GUENTER BLOBEL
JOHN WILEY SONS 111 RIVER STREETHOBOKENNJ07030VICE PRESIDENT1.00$0$0$0
VINCENT MARZANO
JOHN WILEY SONS 111 RIVER STREETHOBOKENNJ07030TREASURER1.00$0$0$0
GENE 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$1,744,408AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$34,818AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,779,226TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,779,226AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,688CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,752,538NetVlNoncharitableAssetsAmt
Minimum Investment Return$87,627MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$87,627MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,075TaxBasedOnInvestmentIncomeAmt
Total Tax$1,075TotalTaxAmt
Distributable Before Adj$86,552DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$86,552DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$86,552DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$84,465ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$84,465QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$84,465AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$86,552DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$31,624ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$43,263ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$51,036ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$1,652ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$127,575TotalExcessDistributionCyovAmt
Qualifying Distributions$84,465QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$84,465AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$2,087ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$2,087ExcessDistributionCyovAppCYAmt
Total Corpus$125,488TotalCorpusAmt
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$29,537ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$95,951ExcessDistriCyovToNextYrAmt
Excess From Year4$43,263ExcessFromYear4Amt
Excess From Year3$51,036ExcessFromYear3Amt
Excess From Year1$1,652ExcessFromYear1Amt

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 Phone2047486000RecipientPhoneNum
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 Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
LYNNE MAQUAT
1484 EAST AVENUEROCHESTERNY14610NONEIWILEY PRIZE IN BIOMEDICAL SCIENCES CELEBRATES RESEARCH THAT CHAMPIONS NOVEL APPROACHES AND CHALLENGES ACCEPTED THINKING IN THE BIOMEDICAL SCIENCES.$50,000
TRUSTEES OF PRINCETON UNIVERSITY - FLOUDAS MEMORIAL FUND
ATTN SHARON MALLEYPRINCETONPRINCETONNJ08544NONEPCMEMORIAL FUND AWARD IN MEMORY OF THE FOURTH CO-AUTHOR.$1,000UNIVERSITY A215 EQUAD
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$51,000TotalGrantOrContriPdDurYrAmt
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$52,070ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$13,073ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$65,143ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$65,143TotalIncomeProducingActyAmt

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$2,552Amt
Net Investment Income$1,276NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,276DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$149,957EOYBookValueAmt
EOYFMV$145,722EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITY SECURITIESStockNm
EOY Book Value$682,907EOYBookValueAmt
EOYFMV$907,468EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
POWERSHARES ETF TR II PFDFMV$16,606$16,106
ROCHDALE EMARKETS FUNDFMV$98,392$138,522
ROCHDALE FIXED INCOME FUNDFMV$388,321$385,120
INVESTMENT CASHFMV$20,635$20,635
TWEEDY BROWNE FD GLOBAL VALUEFMV$103,172$112,149

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescTRANSFERDesc

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES$250$0$250
RECEPTION$24,446$0$24,446
INSURANCE$1,945$0$1,945
GLASS ENGRAVING$4,008$0$4,008

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$10,139Amt
Net Investment Income$10,139NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$2,755Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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