BETA

WILEY FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
WILEY FOUNDATION INC (EIN 13-4163744)
Tax period
2016-05-01 to 2017-04-30
Filed
2017-09-14
IRS object ID
201742579349100204
Schema version
2016v3.0
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)
Return2017-09-14T09:37:41-05:00ReturnTs
Tax Period End2017-04-30TaxPeriodEndDt

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 Begin2016-05-01TaxPeriodBeginDt

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
Signature2017-08-22SignatureDt
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)
IP2017-08-22IPDt
IP Tm10:09:24IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0F6983E874A69D95294BB1F1593D79FEA693C31EAtSubmissionCreationDeviceId
At Submission Filing Device Id1E6310FFEA41DAB897AE330250DC156C2F0BED7AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,648,334FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$55,959DividendsRevAndExpnssAmt
Dividends Net Invst Incm$55,959DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$41,626NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$294,090GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$41,626CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$197,585TotalRevAndExpnssAmt
Total Net Invst Incm$97,585TotalNetInvstIncmAmt
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$3,696AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,848AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,848AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$9,599OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,599OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,187TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$8,208TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$8,208TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$16,061OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,385OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$13,676OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$38,751TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,832TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$23,732TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$56,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$56,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$94,751TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,832TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$79,732TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$102,834ExcessRevenueOverExpensesAmt
Net Investment Income$83,753NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,267CashBOYAmt
Cash EOY$19,500CashEOYAmt
Cash EOYFMV$19,500CashEOYFMVAmt
Corporate Stock BOY$659,300CorporateStockBOYAmt
Corporate Stock EOY$670,620CorporateStockEOYAmt
Corporate Stock EOYFMV$883,161CorporateStockEOYFMVAmt
Corporate Bonds BOY$174,483CorporateBondsBOYAmt
Corporate Bonds EOY$92,068CorporateBondsEOYAmt
Corporate Bonds EOYFMV$93,181CorporateBondsEOYFMVAmt
Other Investments BOY$460,602OtherInvestmentsBOYAmt
Other Investments EOY$617,298OtherInvestmentsEOYAmt
Other Investments EOYFMV$652,492OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,296,652TotalAssetsBOYAmt
Total Assets EOY$1,399,486TotalAssetsEOYAmt
Total Assets EOYFMV$1,648,334TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,296,652UnrestrictedBOYAmt
Unrestricted EOY$1,399,486UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,296,652TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,399,486TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,296,652TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,399,486TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,296,652TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$102,834ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,399,486SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,399,486TotNetAstOrFundBalancesEOYAmt

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$292,295$252,464$39,831$39,831
CAPITAL GAINS DIVIDENDSP$1,795$1,795$1,795
FieldValueIRS element (for citing)
Capital Gain Net Income$41,626CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$66,870AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,422,966NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.046993DistributionYr1Rt
Adjusted Qlfy Distri Yr2$117,980AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,368,013NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.086242DistributionYr2Rt
Adjusted Qlfy Distri Yr3$107,203AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,304,094NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.082205DistributionYr3Rt
Adjusted Qlfy Distri Yr4$89,774AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,173,460NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.076504DistributionYr4Rt
Adjusted Qlfy Distri Yr5$99,778AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,078,552NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.092511DistributionYr5Rt
Total Distribution0.384455TotalDistributionRt
Average Distribution0.076891AverageDistributionRt
Net Vl Noncharitable Assets$1,595,097NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$122,649AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$838NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$123,487AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$79,732QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,675InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,675SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,675TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$600EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$600TotalPaymentsAndCreditsAmt
Tax Due$1,075TaxDueAmt

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$1,540,090AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$79,298AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,619,388TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,619,388AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,291CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,595,097NetVlNoncharitableAssetsAmt
Minimum Investment Return$79,755MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$79,755MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,675TaxBasedOnInvestmentIncomeAmt
Total Tax$1,675TotalTaxAmt
Distributable Before Adj$78,080DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$78,080DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$78,080DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$79,732ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$79,732QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$79,732AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$78,080DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$46,010ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$31,624ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$43,263ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$51,036ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$171,933TotalExcessDistributionCyovAmt
Qualifying Distributions$79,732QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$78,080AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,652RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$173,585TotalCorpusAmt
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$46,010ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$127,575ExcessDistriCyovToNextYrAmt
Excess From Year4$31,624ExcessFromYear4Amt
Excess From Year3$43,263ExcessFromYear3Amt
Excess From Year2$51,036ExcessFromYear2Amt
Excess From Current Year$1,652ExcessFromCurrentYearAmt

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 (7 entries)

Address Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCd
RICHARD HENDERSON
19 LONG ROADCAMBRIDGEUKCB2-8PPNONEIWILEY PRIZE IN BIOMEDICAL SCIENCES CELEBRATES RESEARCH THAT CHAMPIONS NOVEL APPROACHES AND CHALLENGES ACCEPTED THINKING IN THE BIOMEDICAL SCIENCES.$16,667
MARTIN G VAN HEEL
18 MELBOURNE ROADTEDDINGTONUKTW11 9QXNONEIWILEY PRIZE IN BIOMEDICAL SCIENCES CELEBRATES RESEARCH THAT CHAMPIONS NOVEL APPROACHES AND CHALLENGES ACCEPTED THINKING IN THE BIOMEDICAL SCIENCES.$16,667
JOACHIM FRANK
NONEIWILEY PRIZE IN BIOMEDICAL SCIENCES CELEBRATES RESEARCH THAT CHAMPIONS NOVEL APPROACHES AND CHALLENGES ACCEPTED THINKING IN THE BIOMEDICAL SCIENCES.$16,667200 WEST END AVE APT 11ANEW YORKNY10023
NIKOLA MARKOVIC
NONEIGLOVER-KLINGMAN PRIZE$3333460 14TH STREET NW APT 308WASHINGTON DCDC20010
PAUL M SCHONFELD
NONEIGLOVER KINGMAN PRIZE$333311 WARRINGTON DRIVESILVER SPRINGSMD20904
ILIA OLEGOVICH RYZHOV
NONEIGLOVER KINGMAN PRIZE$3335900 GREAT STAR DR 201CLARKSVILLEMD21029
HUMAN ANATOMY AND PHYSIOLOGY SOCIETY
NONEPCTO SUPPORT AN AWARD TO RECOGNIZE MENTORS IN NAME OF GAIL JENKINS$5,000251 SL WHITE BLVD PO BOX 2945LAGRANGEGA30241
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$56,000TotalGrantOrContriPdDurYrAmt
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$55,959ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$41,626ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$97,585ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$97,585TotalIncomeProducingActyAmt

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$3,696Amt
Net Investment Income$1,848NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,848DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$92,068EOYBookValueAmt
EOYFMV$93,181EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITY SECURITIESStockNm
EOY Book Value$670,620EOYBookValueAmt
EOYFMV$883,161EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
POWERSHARES ETF TR II PFDFMV$16,606$16,744
ROCHDALE EMARKETS FUNDFMV$94,529$128,553
ROCHDALE FIXED INCOME FUNDFMV$370,672$370,780
INVESTMENT CASHFMV$36,319$36,319
TWEEDY BROWNE FD GLOBAL VALUEFMV$99,172$100,096

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$11,486$0$11,486
INSURANCE$1,940$0$1,940
BOND PREMIUM AMORTIZATION$2,385$2,385$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$9,599Amt
Net Investment Income$9,599NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$1,187Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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