WINLEY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WINLEY FOUNDATION (EIN 52-1230146)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-06
- IRS object ID
- 202401279349102100
- Schema version
- 2023v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-06T12:11:37-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200535748 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORABITO & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 DOVER COURT | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14624 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521230146 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINLEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WINL | BusinessNameControlTxt |
| Phone | 5854297759 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 64641 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14624 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHY LISS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5854297759 | PhoneNum |
| Signature | 2024-05-04 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CATHY | PersonFirstNm |
| Person Last | LISS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 888008888 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY J MORABITO CPA | PreparerPersonNm |
| PTIN | P00393052 | PTIN |
| Phone | 5854297759 | PhoneNum |
| Preparation | 2024-05-04 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,134,354 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $171,312 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $171,312 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $229,290 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $229,290 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$379,525 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,403,269 | GrossSalesPriceAmt |
| Total Rev And Expnss | $21,077 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $400,602 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $45,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $45,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $2,324 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $11,475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,475 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,102 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,102 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $96,061 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $93,985 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $157,962 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $153,562 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,693,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,693,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,851,462 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $153,562 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,693,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,830,385 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $247,040 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $119,722 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $70,086 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $70,086 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,940,162 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,405,300 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,419,797 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,311,562 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,082,434 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,937,133 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,779,083 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,759,648 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,704,662 | CorporateBondsEOYFMVAmt |
| Other Assets EOY | $2,676 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,676 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,150,529 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,320,144 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,134,354 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $12,150,529 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,320,144 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,150,529 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,320,144 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,150,529 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,320,144 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,150,529 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,830,385 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,320,144 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,320,144 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1870-INTEL CORP | P | 2007-08-10 | 2023-02-23 | $47,704 | $45,010 | $2,694 | $2,694 |
| 25000-MSIFL TREASURY SEC INST | P | 2023-11-30 | $25,000 | $25,000 | |||
| 2200-INTEL CORP | P | 2011-05-19 | 2023-02-23 | $56,122 | $51,304 | $4,818 | $4,818 |
| 4300-SCHWAB CHARLES CORP NEW | P | 2014-11-10 | 2023-03-30 | $226,952 | $123,880 | $103,072 | $103,072 |
| 5500-PLUG POWER INC | P | 2022-05-31 | 2023-11-07 | $34,265 | $100,580 | -$66,315 | -$66,315 |
| 650-SOLAREDGE TECHNOLOGIES INC | P | 2021-02-04 | 2023-11-07 | $46,715 | $197,591 | -$150,876 | -$150,876 |
| 650-SOLAREDGE TECHNOLOGIES INC | P | 2021-06-07 | 2023-11-07 | $46,715 | $152,373 | -$105,658 | -$105,658 |
| 3800-SUNRUN INC | P | 2022-05-31 | 2023-10-25 | $32,812 | $99,825 | -$67,013 | -$67,013 |
| 315000-TRUIST BANK | P | 2017-06-19 | 2023-05-25 | $286,993 | $311,447 | -$24,454 | -$24,454 |
| 20000-FLEXSHARES IBOXX | P | 2022-08-23 | 2023-11-15 | $460,015 | $501,313 | -$41,298 | -$41,298 |
| 2385.33-AMER CENT SHTDUR INF PR BD | P | 2022-12-21 | 2023-11-15 | $23,686 | $23,496 | $190 | $190 |
| 98.49-AMER CENT SHTDUR INF PR BD | P | 2023-06-20 | 2023-11-15 | $978 | $975 | $3 | $3 |
| 46859.794-AMER CENT SHTDUR INF PR BD | P | 2022-08-23 | 2023-11-15 | $465,312 | $500,000 | -$34,688 | -$34,688 |
| 1000000-US TREASURY BILL 3/23/23 | P | 2022-07-20 | 2023-03-23 | $1,000,000 | $1,000,000 | ||
| 1000000-US TREASURY BILL 9/28/23 | P | 2023-03-28 | 2023-09-28 | $1,000,000 | $1,000,000 | ||
| 650000-MSIFL TREASURY SEC INST | P | 2023-11-28 | $650,000 | $650,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$379,525 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $193 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,434 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,434 | SubtotalAmt |
| Tax Based On Investment Income | $3,434 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36,404 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $36,404 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $32,970 | OverpaymentAmt |
| Applied To ES Tax | $32,970 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | DONNA MORABITO | IndividualWithBooksNm |
| Phone | 5854297759 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 DOVER COURT | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14624 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CATHY LISS | ||||||||
| 900 PENNSYLVANIA AVENUE SE | WASHINGTON | DC | 20003 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| HEIDI PRESCOTT | ||||||||
| 700 PROFESSIONAL DRIVE SUITE A | GAITHERSBURG | MD | 20879 | VICE PRESIDE | 5.00 | $0 | $0 | $0 |
| DONNA MORABITO | ||||||||
| 2 DOVER COURT | ROCHESTER | NY | 14624 | TREASURER,SE | 20.00 | $45,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,566,270 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $265,473 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,831,743 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $16,831,743 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $252,476 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,579,267 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $828,963 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $828,963 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,434 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,434 | TotalTaxAmt |
| Distributable Before Adj | $825,529 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $825,529 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $825,529 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,693,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,693,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $825,529 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $606,977 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $382,778 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $470,138 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $502,930 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $528,266 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,491,089 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,693,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $825,529 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $867,971 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,359,060 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $606,977 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,752,083 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $382,778 | ExcessFromYear4Amt |
| Excess From Year3 | $470,138 | ExcessFromYear3Amt |
| Excess From Year2 | $502,930 | ExcessFromYear2Amt |
| Excess From Year1 | $528,266 | ExcessFromYear1Amt |
| Excess From Current Year | $867,971 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WINLEY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 64641 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14624 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5854297759 | RecipientPhoneNum |
| Recipient Email Address | WINLEYFOUNDATION@GMAILCOM | RecipientEmailAddressTxt |
| Form And Info And Materials | TYPEWRITTEN REQUEST TO INCLUDE NAME OF APPLICANT, ADDRESS, TELEPHONE , CONTACT PERSON, REASON FOR REQUEST, CHARITABLE PURPOSE OF ORGANIZATION, COPY OF IRS LETTER 947 - IRS 501(C)(3)TAX EXEMPT DETERMINATION, MOST RECENT COPY OF IRS FORM 990. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | FOR BENEFIT OF ANIMALS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|
| ANIMAL WELFARE INSTITUTE | ||||||
| 900 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | FOR THE BENEFIT OF ANIMALS | $550,000 | |
| CATSKILL ANIMAL SANCTUARY | ||||||
| 316 OLD STAGE ROAD | SAUGERTIES | NY | 12477 | FOR THE BENEFIT OF ANIMALS | $25,000 | |
| CHIMP HAVEN INC | ||||||
| 13600 CHIMPANZEE PL | KEITHVILLE | LA | 71047 | FOR THE BENEFIT OF ANIMALS | $20,000 | |
| ELEPHANT AIDE INTERNATIONAL | ||||||
| 404 LASLIE ROAD | ATTAPULGUS | GA | 39815 | FOR THE BENEFIT OF ANIMALS | $20,000 | |
| HOPE ACRES RESCUE | ||||||
| PO BOX 2037 | GOOSE CREEK | SC | 29445 | FOR THE BENEFIT OF ANIMALS | $20,000 | |
| HUMANE SOCIETY US | ||||||
| 2100 L STREET NW | WASHINGTON | DC | 20037 | FOR THE BENEFIT OF ANIMALS | $550,000 | |
| LOLLYPOP FARM | ||||||
| 99 VICTOR ROAD | FAIRPORT | NY | 14450 | FOR THE BENEFIT OF ANIMALS | $15,000 | HUMANE SOCIETY OF GREATER ROCHESTER |
| LUCKY ORPHANS HORSE RESCUE INC | ||||||
| PO BOX 334 | DOVER PLAINS | NY | 12522 | FOR THE BENEFIT OF ANIMALS | $15,000 | |
| OKLAHOMA PRIMATE SANCTUARY | ||||||
| PO BOX 134 | NEWCASTLE | OK | 73065 | FOR THE BENEFIT OF ANIMALS | $50,000 | |
| SPIKENARD FARM HONEYBEE SANCTUARY | ||||||
| 401 HIDEAWAY LANE | FLOYD | VA | 24091 | FOR THE BENEFIT OF ANIMALS | $10,000 | |
| UNEXPECTED WILDLIFE RESCUE INC | ||||||
| PO BOX 765 | NEWFIELD | NJ | 083440765 | FOR THE BENEFIT OF ANIMALS | $20,000 | |
| WHALE SANCTUARY PROJECT | ||||||
| 4100 KANAB CANYON RD | KANAB | UT | 84741 | FOR THE BENEFIT OF ANIMALS | $20,000 | |
| WILD BIRD FUND | ||||||
| 565 COLUMBUS AVENUE | NEW YORK | NY | 10024 | FOR THE BENEFIT OF ANIMALS | $25,000 | |
| WOODSTOCK FARM SANCTUARY | ||||||
| 2 RESCUE ROAD | HIGH FALLS | NY | 12440 | FOR THE BENEFIT OF ANIMALS | $20,000 | |
| EQUINE RESCUE | ||||||
| PO BOX 275 | BLOOMINGBURG | NY | 12721 | FOR THE BENEFIT OF ANIMALS | $50,000 | |
| FRIENDS OF WASHOE | ||||||
| PO BOX 728 | ELLENSBURG | WA | 98926 | FOR THE BENEFIT OF ANIMALS | $36,000 | |
| GLOBAL FED OF ANIMAL SANCTUARIES | ||||||
| PO BOX 73308 | PHOENIX | AZ | 85050 | FOR THE BENEFIT OF ANIMALS | $35,000 | |
| HEART | ||||||
| PO BOX 738 | MAMARONECK | NY | 10543 | FOR THE BENEFIT OF ANIMALS | $90,000 | |
| SPECIES SURVIVAL NETWORK | ||||||
| PO BOX 507 | HIGHLAND | MD | 20777 | FOR THE BENEFIT OF ANIMALS | $75,000 | |
| AND-HOF ANIMALS SANCTUARY FARM | ||||||
| 25 FEATHERSTONE ROAD | CATSKILL | NY | 12414 | FOR THE BENEFIT OF ANIMALS | $2,500 | |
| ANIMAL LEGAL DEFENSE FUND | ||||||
| 525 EAST COTATI AVENUE | COTATA | CA | 94931 | FOR THE BENEFIT OF ANIMALS | $20,000 | |
| ANIMAL OUTLOOK INC | ||||||
| PO BOX 9773 | WASHINGTON | DC | 20016 | FOR THE BENEFIT OF ANIMALS | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,693,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $171,312 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $229,290 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$379,525 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $21,077 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,077 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $11,475 | Amt |
| Net Investment Income | $11,475 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORP BONDS 335 MORGAN STANLEY | BondNm |
| EOY Book Value | $3,759,648 | EOYBookValueAmt |
| EOYFMV | $3,704,662 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORP STOCK 335 MORGAN STANLEY | $4,619,860 | $10,470,493 |
| CORP STOCK 427 MORGAN STANLEY | $462,574 | $466,640 |
| MUTUAL FUNDS 427 MORGAN STANLEY |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,405,300 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,419,797 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,324 | LegalFeesAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETAINER | Desc |
| EOY Book Value | $2,676 | EOYBookValueAmt |
| EOYFMV | $2,676 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INSURANCE | $1,104 | |
| INVESTMENT FEES | $93,985 | $93,985 |
| FILING FEES | $750 | |
| POSTAGE & DELIVERY | $222 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAXES | ||
| FOREIGN TAXES WITHHELD ON DIVIDE | $3,102 | $3,102 |
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