WINLEY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WINLEY FOUNDATION (EIN 52-1230146)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-03
- IRS object ID
- 202231239349100648
- Schema version
- 2021v4.0
- 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
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-03T12:10:58-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | HEIDI PRESCOTT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5854297759 | PhoneNum |
| Signature | 2022-04-29 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HEIDI | PersonFirstNm |
| Person Last | PRESCOTT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY J MORABITO CPA | PreparerPersonNm |
| PTIN | P00393052 | PTIN |
| Phone | 5854297759 | PhoneNum |
| Preparation | 2022-04-29 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,396,716 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,225 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $133,256 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $133,256 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $211,547 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $211,547 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,418,345 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,875,192 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,418,345 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,764,373 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,763,148 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $37,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $37,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $11,475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,475 | AccountingFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $113,428 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $111,815 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $162,403 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $160,790 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,473,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,473,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,635,403 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $160,790 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,473,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,128,970 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,602,358 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $111,702 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $206,399 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $861,932 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $861,932 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,679,556 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,698,930 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,670,188 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,775,566 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,676,587 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,537,104 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,477,135 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,141,879 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,327,492 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $12,250,358 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,379,328 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,396,716 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $12,250,358 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,379,328 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,250,358 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,379,328 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,250,358 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,379,328 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,250,358 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,128,970 | ExcessRevenueOverExpensesAmt |
| Subtotal | $13,379,328 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,379,328 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALPHABET INC CL A-65 | P | 2008-10-08 | 2021-11-18 | $193,049 | $11,078 | $181,971 | $181,971 |
| INTL BUSINESS MACHINES CORP-650 | P | 2019-12-02 | 2021-11-22 | $75,210 | $82,756 | -$7,546 | -$7,546 |
| UNION PACIFIC CORP-120 | P | 2015-11-12 | 2021-01-14 | $26,026 | $10,099 | $15,927 | $15,927 |
| APPLE INC-1600 | P | 2010-02-24 | 2021-11-23 | $257,826 | $11,447 | $246,379 | $246,379 |
| ISHARES CORE MSCI EAFE ETF-4000 | P | 2017-11-17 | 2021-11-18 | $307,216 | $258,702 | $48,514 | $48,514 |
| UNION PACIFIC CORP-255 | P | 2015-11-12 | 2021-01-14 | $55,306 | $21,450 | $33,856 | $33,856 |
| APPLE INC-1600 | P | 2010-02-24 | 2021-11-18 | $246,529 | $11,447 | $235,082 | $235,082 |
| KYNDRYL HOLDINGS INC-42 | P | 1998-02-26 | 2021-11-18 | $764 | $463 | $301 | $301 |
| UNITED RENTALS INC-715 | P | 2019-06-13 | 2021-06-07 | $235,806 | $87,556 | $148,250 | $148,250 |
| APPLE INC-800 | P | 2010-02-17 | 2021-01-14 | $104,470 | $5,767 | $98,703 | $98,703 |
| KYNDRYL HOLDINGS INC-24 | P | 1998-02-26 | 2021-11-18 | $436 | $265 | $171 | $171 |
| WALT DISNEY CO HLDG CO-2400 | P | 2018-04-11 | 2021-08-10 | $422,998 | $242,728 | $180,270 | $180,270 |
| APPLE INC-400 | P | 2010-02-24 | 2021-01-14 | $52,235 | $2,862 | $49,373 | $49,373 |
| KYNDRYL HOLDINGS INC-50 | P | 2010-05-17 | 2021-11-18 | $909 | $1,350 | -$441 | -$441 |
| APPLIED MATERIALS INC-1500 | P | 2015-07-14 | 2021-11-18 | $232,859 | $28,834 | $204,025 | $204,025 |
| KYNDRYL HOLDINGS INC-60 | P | 2010-05-20 | 2021-11-18 | $1,091 | $1,570 | -$479 | -$479 |
| APPLIED MATERIALS INC-1000 | P | 2015-07-14 | 2021-01-14 | $105,788 | $19,223 | $86,565 | $86,565 |
| KYNDRYL HOLDINGS INC-130 | P | 2019-12-02 | 2021-11-18 | $2,363 | $3,613 | -$1,250 | -$1,250 |
| BANK OF AMERICA CORP-2500 | P | 2013-04-10 | 2021-11-22 | $115,302 | $30,800 | $84,502 | $84,502 |
| MICROSOFT CORP-650 | P | 2007-03-14 | 2021-11-23 | $218,763 | $17,518 | $201,245 | $201,245 |
| CISCO SYS INC-400 | P | 2006-08-03 | 2021-11-22 | $21,690 | $7,021 | $14,669 | $14,669 |
| MICROSOFT CORP-1000 | P | 2007-03-14 | 2021-11-18 | $339,518 | $26,950 | $312,568 | $312,568 |
| CISCO SYS INC-1600 | P | 2008-04-10 | 2021-11-22 | $86,760 | $38,580 | $48,180 | $48,180 |
| UNION PACIFIC CORP-345 | P | 2015-11-12 | 2021-01-21 | $72,254 | $29,020 | $43,234 | $43,234 |
| CITIZENS FINANCIA 2375 21JL28-31500 | P | 2017-06-19 | 2021-06-28 | $315,000 | $313,204 | $1,796 | $1,796 |
| UNION PACIFIC CORP-100 | P | 2016-01-08 | 2021-01-21 | $20,943 | $7,386 | $13,557 | $13,557 |
| INTL BUSINESS MACHINES CORP-210 | P | 1998-02-26 | 2021-11-22 | $24,299 | $10,614 | $13,685 | $13,685 |
| UNION PACIFIC CORP-300 | P | 2016-01-11 | 2021-01-21 | $62,829 | $22,386 | $40,443 | $40,443 |
| INTL BUSINESS MACHINES CORP-120 | P | 1998-02-26 | 2021-11-22 | $13,885 | $6,065 | $7,820 | $7,820 |
| UNION PACIFIC CORP-100 | P | 2016-01-11 | 2021-01-21 | $20,943 | $7,500 | $13,443 | $13,443 |
| INTL BUSINESS MACHINES CORP-250 | P | 2010-05-17 | 2021-11-22 | $28,927 | $30,918 | -$1,991 | -$1,991 |
| UNION PACIFIC CORP-205 | P | 2016-01-12 | 2021-01-21 | $42,933 | $15,486 | $27,447 | $27,447 |
| INTL BUSINESS MACHINES CORP-300 | P | 2010-05-20 | 2021-11-22 | $34,712 | $35,971 | -$1,259 | -$1,259 |
| UNION PACIFIC CORP-625 | P | 2015-09-16 | 2021-01-14 | $135,553 | $56,218 | $79,335 | $79,335 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,418,345 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $36,173 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $36,173 | SubtotalAmt |
| Tax Based On Investment Income | $36,173 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,654 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $24,654 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $11,519 | TaxDueAmt |
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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| HEIDI PRESCOTT | ||||||||
| 700 PROFESSIONAL DRIVE SUITE A | GAITHERSBURG | MD | 20879 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| CATHY LISS | ||||||||
| 900 PENNSYLVANIA AVENUE SE | WASHINGTON | DC | 20003 | VICE PRESIDE | 2.00 | $0 | $0 | $0 |
| EDWARD J WALSH JR | ||||||||
| 100 NORTH VILLAGE AVE STE 35 | ROCKVILLE CENTRE | NY | 115703712 | SECRETARY | 2.00 | $0 | $0 | $0 |
| ANNA M BARONE | ||||||||
| 2028 GAMMON STREET | CHARLESTON | SC | 29414 | TREASURER | 20.00 | $22,500 | $0 | $0 |
| DONNA MORABITO | ||||||||
| 2 DOVER COURT | ROCHESTER | NY | 14624 | TREASURER | 20.00 | $15,000 | $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 | $19,758,998 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $672,326 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,431,324 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $20,431,324 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $306,470 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,124,854 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,006,243 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,006,243 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,173 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,173 | TotalTaxAmt |
| Distributable Before Adj | $970,070 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $970,070 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $970,070 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,473,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,473,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $970,070 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $585,763 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $662,768 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $606,977 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $382,778 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $470,138 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,708,424 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,473,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $970,070 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $502,930 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,211,354 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $585,763 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,625,591 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $662,768 | ExcessFromYear4Amt |
| Excess From Year3 | $606,977 | ExcessFromYear3Amt |
| Excess From Year2 | $382,778 | ExcessFromYear2Amt |
| Excess From Year1 | $470,138 | ExcessFromYear1Amt |
| Excess From Current Year | $502,930 | 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 (20 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 | $450,000 | |
| CATSKILL ANIMAL SANCTUARY | ||||||
| 316 OLD STAGE ROAD | SAUGERTIES | NY | 12477 | FOR THE BENEFIT OF ANIMALS | $15,000 | |
| ANIMAL OUTLOOK | ||||||
| PO BOX 9773 | WASHINGTON | DC | 20016 | FOR THE BENEFIT OF ANIMALS | $25,000 | |
| ELEPHANT AIDE INTERNATIONAL | ||||||
| PO BOX 283 | ATTAPULGUS | GA | 39815 | FOR THE BENEFIT OF ANIMALS | $20,000 | |
| HOPE'S LEGACY EQUINE RESCUE | ||||||
| 5145 TAYLOR CREEK ROAD | AFTON | VA | 22920 | FOR THE BENEFIT OF ANIMALS | $15,000 | |
| 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 | $450,000 | |
| 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 | $40,000 | |
| SPIKENARD FARM HONEYBEE SANCTUARY | ||||||
| 445 FLOYD HIGHWAY NORTH | 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 | |
| WILD BIRD FUND | ||||||
| 565 COLUMBUS AVENUE | NEW YORK | NY | 10024 | FOR THE BENEFIT OF ANIMALS | $25,000 | |
| WOLF CONSERVATION CENTER | ||||||
| PO BOX 421 | SOUTH SALEM | NY | 10590 | FOR THE BENEFIT OF ANIMALS | $20,000 | |
| 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 | $33,000 | |
| GLOBAL FED OF ANIMAL SANCTUARIES | ||||||
| PO BOX 73308 | PHOENIX | AZ | 85050 | FOR THE BENEFIT OF ANIMALS | $20,000 | |
| 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 | $120,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,473,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $133,256 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $211,547 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,418,345 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,763,148 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,763,148 | 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 (14 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CITIZENS FINANCIAL GROUP INC | ||
| AMAZON.COM INC | $315,540 | $319,709 |
| CONSTELLATION BRANDS INC | $320,510 | $328,284 |
| ENTERPRISE PRODUCTS OPERATING LLC | $304,169 | $315,054 |
| HOME DEPOT INC | $322,790 | $332,073 |
| CVS HEALTH CORP | $318,191 | $331,109 |
| JPMORGAN CHASE & CO | $319,869 | $334,199 |
| WASTE MANAGEMENT INC | $316,798 | $330,511 |
| GENERAL MOTORS FINANCIAL CO INC | $319,226 | $339,680 |
| UNION PACIFIC CORP | $320,268 | $334,439 |
| AMAZON.COM INC | $339,075 | $358,580 |
| UNITEDHEALTH GROUP INC | $316,535 | $336,870 |
| SUNTRUST BANK/TRUIST BANK | $311,447 | $335,125 |
| NORTHERN TRUST CORP | $317,461 | $331,859 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLY FINANCIAL INC | $281,345 | $333,270 |
| ALPHABET INC CL A | $116,290 | $680,804 |
| AMAZON COM INC | $302,929 | $400,121 |
| AMERICAN EXPRESS CO | $126,051 | $448,264 |
| AON PLC | $147,621 | $488,410 |
| APPLE INC | $79,268 | $852,336 |
| APPLIED MATERIALS INC | $61,513 | $503,552 |
| BANK OF AMERICA CORP | $124,020 | $355,253 |
| CHARLES SCHWAB CORP | $123,879 | $361,630 |
| CISCO SYSTEMS INC | $158,713 | $468,938 |
| CITIGROUP INC | $156,631 | $283,531 |
| COCA COLA CO | $191,526 | $272,366 |
| CVS HEALTH CORP | $127,130 | $335,270 |
| EBAY INC | $177,548 | $422,275 |
| INTEL CORP | $96,314 | $209,605 |
| INTERCONTINENTAL EXCHANGE GROUP | $92,362 | $341,925 |
| INTERNATIONAL BUSINESS MACHINE CORP | ||
| IQVIA HOLDINGS INC | $175,068 | $352,675 |
| KNIGHT-SWIFT TRANSN HLDGS CL A | $198,540 | $365,640 |
| MASTERCARD INC | $20,038 | $422,201 |
| MICROSOFT CORP | $92,262 | $790,352 |
| NEXTRA ENERGY INC | $87,532 | $159,832 |
| NORTHROP GRUMMAN CP | $223,392 | $290,303 |
| RAYTHEON TECHNOLOGIES CORP | $149,932 | $349,490 |
| SOLAREDGE TECHNOLOGIES INC | $349,964 | $364,741 |
| TENCENT HLDGS LTD UNSPON ADR | $201,346 | $293,832 |
| UNION PACIFIC CORP | ||
| UNITED RENTALS INC | $87,556 | $237,587 |
| UNITED HEALTH GP INC | $175,603 | $361,541 |
| WALT DISNEY CO HLDG CO | ||
| ISHARES CORE MSCI EAFE ETF | $1,552,214 | $1,791,360 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,698,930 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,670,188 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INSURANCE | $1,069 | |
| INVESTMENT FEES | $110,940 | $110,940 |
| FOREIGN DIVIDEND ADR FEES | $125 | $125 |
| FILING FEES | $750 | $750 |
| OFFICE SUPPLIES | $75 | |
| POSTAGE & DELIVERY | $469 |
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