WINLEY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WINLEY FOUNDATION (EIN 52-1230146)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-05
- IRS object ID
- 202131259349100603
- Schema version
- 2020v4.0
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-05T06:33:41-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 8454893373 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 NORTH VILLAGE AVE STE 35 | AddressLine1Txt |
| City | ROCKVILLE CENTRE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 115703712 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNA M BARONE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8452663065 | PhoneNum |
| Signature | 2021-05-03 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANNA | PersonFirstNm |
| Person Last | BARONE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY J MORABITO CPA | PreparerPersonNm |
| PTIN | P00393052 | PTIN |
| Phone | 5854297759 | PhoneNum |
| Preparation | 2021-05-03 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $18,627,682 | 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 | $149 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $149 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $382,523 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $382,523 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $306,108 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,174,639 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $306,108 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $688,780 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $688,780 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $45,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $45,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $11,475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,475 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $49,790 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,471 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $101,118 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $100,332 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $207,383 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $160,278 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,343,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,343,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,550,383 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $160,278 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,343,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$861,603 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $528,502 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,713 | CashBOYAmt |
| Cash EOY | $111,702 | CashEOYAmt |
| Cash EOYFMV | $111,702 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $69,402 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $206,399 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $206,399 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $91,760 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,679,556 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,681,026 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,852,164 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,775,566 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,790,504 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,065,922 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,477,135 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,838,051 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $13,111,961 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,250,358 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,627,682 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $13,111,961 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,250,358 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,111,961 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,250,358 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,111,961 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,250,358 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,111,961 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$861,603 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,250,358 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,250,358 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| EOG RESOURCES INC-2025 | P | 2019-06-13 | 2020-02-26 | $129,133 | $175,054 | -$45,921 | -$45,921 |
| LORD ABBETT SHT DURATION INC A-17985 | P | 2019-02-20 | 2020-02-19 | $758,980 | $750,000 | $8,980 | $8,980 |
| LORD ABBETT SHT DURATION INC F-19184 | P | 2020-10-01 | 2020-12-02 | $805,755 | $800,000 | $5,755 | $5,755 |
| VOYA GNMA INCOME A-15187.675 | P | 2020-02-19 | 2020-12-15 | $130,000 | $128,676 | $1,324 | $1,324 |
| NEXTERA ENERGY INC-427 | P | 2019-06-13 | 2020-03-06 | $113,846 | $87,327 | $26,519 | $26,519 |
| ANHEUSER-BUSCH IN 3300 23FB01-28300 | P | 2017-06-19 | 2020-12-16 | $298,939 | $286,525 | $12,414 | $12,414 |
| AT&T INC-2500 | P | 2019-12-02 | 2020-12-17 | $74,080 | $93,535 | -$19,455 | -$19,455 |
| JEFFERIES GRP LLC 3000 22JL27-31500 | P | 2017-06-19 | 2020-01-27 | $315,000 | $315,000 | ||
| ROSS STORES INC-3300 | P | 2011-07-07 | 2020-04-20 | $291,692 | $66,665 | $225,027 | $225,027 |
| WILLIAMS PARTNERS 4125 20NV15-31500 | P | 2017-06-19 | 2020-08-15 | $315,000 | $316,208 | -$1,208 | -$1,208 |
| AT&T INC-2500 | P | 2009-03-17 | 2020-12-17 | $74,080 | $63,350 | $10,730 | $10,730 |
| AT&T INC-500 | P | 2009-06-11 | 2020-12-17 | $14,816 | $12,437 | $2,379 | $2,379 |
| CARRIER GLOBAL CORPORATION-2350 | P | 2003-08-20 | 2020-05-07 | $39,179 | $17,036 | $22,143 | $22,143 |
| OTIS WORLDWIDE CORP-1175 | P | 2003-08-20 | 2020-05-07 | $60,557 | $23,822 | $36,735 | $36,735 |
| INTL TDR A6EB3 4625 21AP15-31500 | P | 2017-06-19 | 2020-07-20 | $322,087 | $319,395 | $2,692 | $2,692 |
| SEAGATE TND A602P 4750 23JN01-31500 | P | 2017-06-19 | 2020-06-18 | $339,412 | $321,418 | $17,994 | $17,994 |
| MSILF TREASURY SECURITIES MMKT-92083 | P | 2020-10-01 | $92,083 | $92,083 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $306,108 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$3,343 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,346 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,346 | SubtotalAmt |
| Tax Based On Investment Income | $7,346 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $32,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $24,654 | OverpaymentAmt |
| Applied To ES Tax | $24,654 | 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 | EDWARD J WALSH JR | IndividualWithBooksNm |
| Phone | 5164425412 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 NORTH VILLAGE AVE STE 35 | AddressLine1Txt |
| City | ROCKVILLE CENTRE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 115703712 | 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 (4 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 | VICE PRESIDE | 5.00 | $0 | $0 | $0 |
| CATHY LISS | ||||||||
| 900 PENNSYLVANIA AVENUE SE | WASHINGTON | DC | 20003 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| EDWARD J WALSH JR | ||||||||
| 100 NORTH VILLAGE AVE STE 35 | ROCKVILLE CENTRE | NY | 115703712 | SECRETARY | 5.00 | $0 | $0 | $0 |
| ANNA M BARONE | ||||||||
| 2028 GAMMON STREET | CHARLESTON | SC | 29414 | TREASURER | 25.00 | $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 | $17,244,976 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $627,275 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,872,251 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $17,872,251 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $268,084 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,604,167 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $880,208 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $880,208 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,346 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,346 | TotalTaxAmt |
| Distributable Before Adj | $872,862 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $872,862 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $872,862 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,343,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,343,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,343,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $872,862 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $486,829 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $585,763 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $662,768 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $606,977 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $382,778 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,725,115 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,343,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $872,862 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $470,138 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,195,253 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $486,829 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,708,424 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $585,763 | ExcessFromYear4Amt |
| Excess From Year3 | $662,768 | ExcessFromYear3Amt |
| Excess From Year2 | $606,977 | ExcessFromYear2Amt |
| Excess From Year1 | $382,778 | ExcessFromYear1Amt |
| Excess From Current Year | $470,138 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANNA M BARONE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WINLEY FOUNDATION | AddressLine1Txt |
| Address Line2 | 2517 ROUTE 44 SUITE 11-199 | AddressLine2Txt |
| City | SALT POINT | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12578 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8454893373 | RecipientPhoneNum |
| Recipient Email Address | WINLEYFOUNDATION@AOL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | TYPEWRITTEN REQUEST TO INCLUDE NAME OF APPLICANT, ADDRESS, TELEPHONE , CONTACT PERSON, REASON FOR REQUEST, CHARITABLE PURPOSE OF ORGANIZATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ANIMAL WELFARE INSTITUTE | |||||
| 900 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | FOR THE BENEFIT OF ANIMALS | $400,000 |
| 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 | $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 |
| HEART | |||||
| PO BOX 738 | MAMARONECK | NY | 10543 | FOR THE BENEFIT OF ANIMALS | $90,000 |
| HOPE'S LEGACY EQUINE RESCUE | |||||
| 5145 TAYLOR CREEK ROAD | AFTON | VA | 22920 | FOR THE BENEFIT OF ANIMALS | $15,000 |
| HUMANE SOCIETY US | |||||
| 2100 L STREET NW | WASHINGTON | DC | 20037 | FOR THE BENEFIT OF ANIMALS | $400,000 |
| OKLAHOMA PRIMATE SANCTUARY | |||||
| PO BOX 134 | NEWCASTLE | OK | 73065 | FOR THE BENEFIT OF ANIMALS | $25,000 |
| SPECIES SURVIVAL NETWORK | |||||
| PO BOX 507 | HIGHLAND | MD | 20777 | FOR THE BENEFIT OF ANIMALS | $75,000 |
| SPIKENARD FARM HONEYBEE SANCTUARY | |||||
| 445 FLOYD HIGHWAY | 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 |
| WOODSTOCK FARM SANCTUARY | |||||
| PO BOX 1329 | WOODSTOCK | NY | 12498 | FOR THE BENEFIT OF ANIMALS | $20,000 |
| NYS HUMANE SOCIETY | |||||
| PO BOX 3068 | KINGSTON | NY | 12402 | FOR THE BENEFIT OF ANIMALS | $10,000 |
| ELEPHANT AIDE INTERNATIONAL | |||||
| PO BOX 283 | ATTAPULGUS | GA | 39815 | FOR THE BENEFIT OF ANIMALS | $20,000 |
| GLOBAL FED OF ANIMAL SANCTUARIES | |||||
| PO BOX 73308 | PHOENIX | AZ | 85050 | FOR THE BENEFIT OF ANIMALS | $40,000 |
| HOPE ACRES RESCUE | |||||
| PO BOX 2037 | GOOSE CREEK | SC | 29445 | FOR THE BENEFIT OF ANIMALS | $25,000 |
| LUCKY ORPHANS HORSE RESCUE | |||||
| 2699 NY-22 334 | DOVER PLAINS | NY | 12522 | FOR THE BENEFIT OF ANIMALS | $50,000 |
| WILD BIRD FUND | |||||
| 565 COLUMBUS AVENUE | NEW YORK | NY | 10024 | FOR THE BENEFIT OF ANIMALS | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,343,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $149 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $382,523 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $306,108 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $688,780 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $688,780 | 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 (19 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WILLIAMS COS INC | ||
| INTL LEASE FINANCE CORP | ||
| CITIZENS FINANCIAL GROUP INC | $313,205 | $318,096 |
| JEFFERIES GRP LLC | ||
| AMAZON.COM INC | $316,123 | $327,134 |
| ANHEUSER-BUSCH INBEV FIN | ||
| CONSTELLATION BRANDS INC | $324,515 | $343,363 |
| SEAGATE HDD CAYMAN SR NT | ||
| ENTERPRISE PRODUCTS OPERATING LLC | $306,039 | $327,957 |
| HOME DEPOT INC | $326,320 | $345,407 |
| CVS HEALTH CORP | $319,347 | $343,545 |
| JPMORGAN CHASE & CO | $321,572 | $352,740 |
| WASTE MANAGEMENT INC | $317,331 | $344,868 |
| GENERAL MOTORS FINANCIAL CO INC | $320,321 | $353,156 |
| UNION PACIFIC CORP | $321,631 | $348,925 |
| AMAZON.COM INC | $344,755 | $382,234 |
| UNITEDHEALTH GROUP INC | $316,872 | $353,005 |
| SUNTRUST BANK/TRUIST BANK | $311,447 | $352,224 |
| NORTHERN TRUST CORP | $317,657 | $345,397 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A | $127,368 | $525,792 |
| AMAZON COM INC | $112,968 | $195,416 |
| AMERICAN EXPRESS CO | $126,051 | $331,293 |
| AON PLC | $147,621 | $343,314 |
| APPLE INC | $110,790 | $1,220,748 |
| APPLIED MATERIALS INC | $109,570 | $491,910 |
| AT&T INC | ||
| BANK OF AMERICA CORP | $154,820 | $317,800 |
| CHARLES SCHWAB CORP | $123,879 | $228,072 |
| CISCO SYSTEMS INC | $204,314 | $420,650 |
| CITIGROUP INC | $156,631 | $289,494 |
| COCA COLA CO | $191,526 | $252,264 |
| CVS HEALTH CORP | $127,130 | $221,975 |
| EBAY INC | $177,548 | $319,087 |
| EOG RESOURCES INC | ||
| INTEL CORP | $96,314 | $202,767 |
| INTERCONTINENTAL EXCHANGE GROUP | $92,362 | $288,225 |
| INTERNATIONAL BUSINESS MACHINE CORP | $173,586 | $192,596 |
| IQVIA HOLDINGS INC | $175,068 | $223,963 |
| KNIGHT-SWIFT TRANSN HLDGS CL A | $198,540 | $250,920 |
| MASTERCARD INC | $20,038 | $419,405 |
| MICROSOFT CORP | $136,730 | $889,680 |
| NEXTRA ENERGY INC | $87,532 | $132,081 |
| ROSS STORES INC | ||
| RAYTHEON TECHNOLOGIES CORP | $149,932 | $290,402 |
| TENCENT HLDGS LTD UNSPON ADR | $201,346 | $362,326 |
| UNION PACIFIC CORP | $169,543 | $426,851 |
| UNITED RENTALS INC | $175,112 | $331,631 |
| UNITED TECHNOLOGIES CORP | ||
| UNITED HEALTH GP INC | $175,603 | $252,490 |
| WALT DISNEY CO HLDG CO | $242,728 | $434,832 |
| ISHARES CORE MSCI EAFE ETF | $1,810,916 | $1,934,520 |
| LORD ABBETT SHT DURATION INC |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,679,556 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,681,026 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEES | $99,582 | $99,582 |
| FILING FEES | $750 | $750 |
| POSTAGE & DELIVERY | $786 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES ON NET INVESTMENT I | $46,319 | |
| FOREIGN TAXES WITHHELD ON DIVIDE | $3,471 | $3,471 |
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