WINLEY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WINLEY FOUNDATION (EIN 52-1230146)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-17
- IRS object ID
- 202031089349100008
- Schema version
- 2019v5.0
- 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
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-17T13:05:14-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-04-01 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY J MORABITO CPA | PreparerPersonNm |
| PTIN | P00393052 | PTIN |
| Phone | 5854297759 | PhoneNum |
| Preparation | 2020-04-10 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $18,041,033 | 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 | $422 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $422 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $427,817 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $427,817 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,171,457 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,046,879 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,171,457 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $32 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $32 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,599,728 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,599,728 | 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 | $13,153 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,516 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $101,767 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $98,311 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $171,395 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $159,302 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,222,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,222,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,393,395 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $159,302 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,222,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $206,333 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,440,426 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $28,249 | CashBOYAmt |
| Cash EOY | $32,713 | CashEOYAmt |
| Cash EOYFMV | $32,713 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $67,080 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $69,402 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $69,402 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $746,665 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $91,760 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $91,760 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,615,391 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,852,164 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,621,108 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,448,243 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,065,922 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,226,050 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $12,905,628 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,111,961 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,041,033 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $12,905,628 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,111,961 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,905,628 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,111,961 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,905,628 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,111,961 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,905,628 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $206,333 | ExcessRevenueOverExpensesAmt |
| Subtotal | $13,111,961 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,111,961 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ANADARKO PETE | P | 2019-06-13 | 2019-08-09 | $181,468 | $175,174 | $6,294 | $6,294 |
| MASTERCARD INC CL A | P | 2009-06-11 | 2019-06-13 | $427,608 | $27,713 | $399,895 | $399,895 |
| OCCIDENTAL PETROLEUM CORP DE | P | 2019-08-09 | 2019-08-09 | $24 | $23 | $1 | $1 |
| OWENS CORNING 3400 8/15/26 | P | 2017-06-19 | 2019-02-21 | $289,013 | $314,761 | -$25,748 | -$25,748 |
| OCCIDENTAL PETROLEUM CORP DE | P | 2019-08-09 | 2019-08-22 | $33,296 | $33,945 | -$649 | -$649 |
| UNION PACIFIC CORP | P | 2015-09-16 | 2019-12-02 | $100,280 | $51,721 | $48,559 | $48,559 |
| US TREASURY BILL 2/21/19 | P | 2018-12-06 | 2019-02-21 | $400,000 | $400,000 | ||
| US TREASURY BILL 2/21/19 | P | 2018-12-21 | 2019-02-21 | $350,000 | $350,000 | ||
| ALPHABET INC CL C | P | 2008-10-08 | 2019-06-13 | $299,241 | $46,593 | $252,648 | $252,648 |
| ANHAUSER-BUSCH IN 3300 2/1/23 | P | 2017-06-19 | 2019-04-25 | $32,741 | $32,691 | $50 | $50 |
| APPLE INC | P | 2010-02-03 | 2019-12-02 | $86,297 | $9,260 | $77,037 | $77,037 |
| APPLE INC | P | 2010-02-17 | 2019-12-02 | $179,233 | $19,463 | $159,770 | $159,770 |
| BANK OF AMERICA CORP | P | 2013-04-10 | 2019-12-02 | $100,324 | $36,960 | $63,364 | $63,364 |
| CITIGROUP INC NEW | P | 2012-01-26 | 2019-12-02 | $3,361 | $1,373 | $1,988 | $1,988 |
| CITIGROUP INC NEW | P | 2012-08-29 | 2019-12-02 | $97,471 | $39,159 | $58,312 | $58,312 |
| INTERCONTINENTAL EXCHANGE GROUP | P | 2013-02-14 | 2019-06-13 | $120,793 | $44,172 | $76,621 | $76,621 |
| INTERCONTINENTAL EXCHANGE GROUP | P | 2013-02-15 | 2019-06-13 | $91,124 | $33,712 | $57,412 | $57,412 |
| ISHARES CORE MSCI EAFE ETF | P | 2017-11-17 | 2019-12-02 | $254,605 | $258,702 | -$4,097 | -$4,097 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,171,457 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,646 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,474,273 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,771,398 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.082958 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,544,422 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $18,136,193 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.085157 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,463,420 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,856,333 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.081955 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,440,326 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $19,312,904 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.074578 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,441,610 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $20,046,924 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.071912 | DistributionYr5Rt |
| Total Distribution | 0.396560 | TotalDistributionRt |
| Average Distribution | 0.079312 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,360,619 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,376,905 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,404 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,391,309 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,222,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,809 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $28,809 | SubtotalAmt |
| Tax Based On Investment Income | $28,809 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $15,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $510 | EsPenaltyAmt |
| Tax Due | $14,319 | 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 | 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 | 000.00 | $0 | $0 | $0 |
| CATHY LISS | ||||||||
| 900 PENNSYLVANIA AVENUE SE | WASHINGTON | DC | 20003 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| EDWARD J WALSH JR | ||||||||
| 100 NORTH VILLAGE AVE STE 35 | ROCKVILLE CENTRE | NY | 115703712 | SECRETARY | 000.00 | $0 | $0 | $0 |
| ANNA M BARONE | ||||||||
| 2028 GAMMON STREET | CHARLESTON | SC | 29414 | TREASURER | 000.00 | $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 | $17,521,239 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $103,755 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,624,994 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $17,624,994 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $264,375 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,360,619 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $868,031 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $868,031 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,809 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,809 | TotalTaxAmt |
| Distributable Before Adj | $839,222 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $839,222 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $839,222 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,222,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,222,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,222,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $839,222 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $456,934 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $486,829 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $585,763 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $662,768 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $606,977 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,799,271 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,222,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $839,222 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $382,778 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,182,049 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $456,934 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,725,115 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $486,829 | ExcessFromYear4Amt |
| Excess From Year3 | $585,763 | ExcessFromYear3Amt |
| Excess From Year2 | $662,768 | ExcessFromYear2Amt |
| Excess From Year1 | $606,977 | ExcessFromYear1Amt |
| Excess From Current Year | $382,778 | 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 (14 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 | $5,000 |
| CHIMP HAVEN | |||||
| 13600 CHIMPANZEE PLACE | KEITHVILLE | LA | 71047 | FOR THE BENEFIT OF ANIMALS | $20,000 |
| COMPASSION OVER KILLING | |||||
| PO BOX 9773 | WASHINGTON | DC | 20016 | FOR THE BENEFIT OF ANIMALS | $25,000 |
| 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 | $32,000 |
| HEART | |||||
| PO BOX 738 | MAMARONECK | NY | 10543 | FOR THE BENEFIT OF ANIMALS | $80,000 |
| HOPE'S LEGACY EQUINE RESCUE | |||||
| 5145 TAYLOR CREEK ROAD | AFTON | VA | 22920 | FOR THE BENEFIT OF ANIMALS | $10,000 |
| 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 | $125,000 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,222,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $422 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $427,817 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,171,457 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STOCK CLASS ACTION SETTLEME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,599,728 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,599,728 | 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 (20 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WILLIAMS COS INC | $319,177 | $318,749 |
| INTL LEASE FINANCE CORP | $322,626 | $324,844 |
| CITIZENS FINANCIAL GROUP INC | $313,205 | $316,553 |
| JEFFERIES GRP LLC | $315,000 | $314,783 |
| AMAZON.COM INC | $316,697 | $321,269 |
| ANHEUSER-BUSCH INBEV FIN | $288,046 | $293,202 |
| CONSTELLATION BRANDS INC | $328,438 | $334,829 |
| SEAGATE HDD CAYMAN SR NT | $322,354 | $334,946 |
| ENTERPRISE PRODUCTS OPERATING LLC | $307,865 | $318,354 |
| HOME DEPOT INC | $329,789 | $336,357 |
| CVS HEALTH CORP | $320,480 | $327,902 |
| JPMORGAN CHASE & CO | $323,234 | $337,233 |
| WASTE MANAGEMENT INC | $317,854 | $329,175 |
| GENERAL MOTORS FINANCIAL CO INC | $321,382 | $336,719 |
| UNION PACIFIC CORP | $322,968 | $332,114 |
| AMAZON.COM INC | $350,308 | $367,419 |
| UNITEDHEALTH GROUP INC | $317,203 | $329,959 |
| SUNTRUST BANK/TRUIST BANK | $311,447 | $327,858 |
| OWENS CORNING | ||
| NORTHERN TRUST CORP | $317,849 | $323,785 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A | $127,368 | $401,817 |
| ALPHABET INC CL C | ||
| AMERICAN EXPRESS CO | $126,051 | $341,103 |
| AON PLC | $147,621 | $338,471 |
| APPLE INC | $110,790 | $675,395 |
| APPLIED MATERIALS INC | $109,570 | $347,928 |
| AT&T INC | $169,322 | $214,940 |
| BANK OF AMERICA CORP | $154,820 | $369,282 |
| CHARLES SCHWAB CORP | $123,879 | $204,508 |
| CISCO SYSTEMS INC | $204,314 | $450,824 |
| CITIGROUP INC | $156,631 | $375,084 |
| COCA COLA CO | $191,526 | $254,610 |
| CVS HEALTH CORP | $127,130 | $241,443 |
| EBAY INC | $177,548 | $229,299 |
| EOG RESOURCES INC | $175,054 | $169,614 |
| INTEL CORP | $96,314 | $243,589 |
| INTERCONTINENTAL EXCHANGE GROUP | $92,362 | $231,375 |
| INTERNATIONAL BUSINESS MACHINE CORP | $173,586 | $205,081 |
| IQVIA HOLDINGS INC | $175,068 | $193,137 |
| KNIGHT-SWIFT TRANSN HLDGS CL A | $198,540 | $215,040 |
| MASTERCARD INC | $20,038 | $350,843 |
| MICROSOFT CORP | $136,730 | $630,800 |
| NEXTRA ENERGY INC | $174,859 | $207,047 |
| ROSS STORES INC | $66,665 | $384,186 |
| TENCENT HLDGS LTD UNSPON ADR | $201,346 | $241,970 |
| UNION PACIFIC CORP | $169,543 | $370,619 |
| UNITED RENTALS INC | $175,112 | $238,481 |
| UNITED TECHNOLOGIES CORP | $91,129 | $351,936 |
| UNITED HEALTH GP INC | $175,603 | $211,666 |
| WALT DISNEY CO HLDG CO | $242,728 | $347,112 |
| ISHARES CORE MSCI EAFE ETF | $1,810,917 | $1,826,720 |
| LORD ABBETT SHT DURATION INC | $750,000 | $757,188 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $91,760 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $91,760 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEES | $98,311 | $98,311 |
| INSURANCE | $2,068 | |
| FILING FEES | $750 | |
| OFFICE EXPENSE | $152 | |
| POSTAGE & DELIVERY | $486 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STOCK CLASS ACTION SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $32 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $32 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES ON NET INVESTMENT I | $8,637 | |
| FOREIGN TAXES WITHHELD ON DIVIDE | $4,516 | $4,516 |
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