WINLEY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WINLEY FOUNDATION (EIN 52-1230146)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-06
- IRS object ID
- 201941269349101904
- Schema version
- 2018v3.1
- 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 | 2019-05-06T14:53:06-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-04-24 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY J MORABITO CPA | PreparerPersonNm |
| PTIN | P00393052 | PTIN |
| Phone | 5854297759 | PhoneNum |
| Preparation | 2019-04-24 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 172.101.188.101 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-06 | IPDt |
| IP Tm | 14:53:06 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CFE936F15A5964A23DA661D789E734BCF657C337 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CFE936F15A5964A23DA661D789E734BCF657C337 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,588,180 | 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 | $854 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $854 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $404,276 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $404,276 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $826,980 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,966,133 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $826,980 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,780 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,780 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,233,890 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,233,890 | 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 | $9,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,925 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $18,816 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,738 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $113,110 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $108,483 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $186,851 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $170,146 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,484,910 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,484,910 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,671,761 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $170,146 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,484,910 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$437,871 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,063,744 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,009 | CashBOYAmt |
| Cash EOY | $28,249 | CashEOYAmt |
| Cash EOYFMV | $28,249 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $190,028 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $67,080 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $67,080 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $397,281 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $746,665 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $747,540 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,221,199 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,615,391 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,592,631 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,516,982 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,448,243 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,152,680 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $13,343,499 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,905,628 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,588,180 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $13,343,499 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,905,628 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,343,499 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,905,628 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,343,499 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,905,628 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,343,499 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$437,871 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,905,628 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,905,628 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ACTIVISION BLIZZARD INC-4000 | P | 2018-01-18 | 2018-11-28 | $202,237 | $279,440 | -$77,203 | -$77,203 |
| APPLE INC-1000 | P | 2010-02-03 | 2018-11-28 | $175,952 | $28,492 | $147,460 | $147,460 |
| ANHEUSER BUSCH INBEV SA SPON-2000 | P | 2018-01-11 | 2018-09-10 | $179,611 | $228,888 | -$49,277 | -$49,277 |
| CISCO SYS INC-1500 | P | 2006-08-03 | 2018-11-28 | $69,569 | $26,328 | $43,241 | $43,241 |
| US TSY NOTE 2 1/4 11-15-27- | P | 2017-11-27 | 2018-08-15 | $380,688 | $397,281 | -$16,593 | -$16,593 |
| COMCAST CORP (NEW) CLASS A-2600 | P | 2008-02-01 | 2018-11-27 | $99,242 | $23,767 | $75,475 | $75,475 |
| GENERAL ELECTRIC 5.000 1-31-58- | P | 2017-06-19 | 2018-01-30 | $316,540 | $335,120 | -$18,580 | -$18,580 |
| COMCAST CORP (NEW) CLASS A-10000 | P | 2009-12-03 | 2018-11-27 | $381,699 | $75,598 | $306,101 | $306,101 |
| FACEBOOK INC CL-A-440 | P | 2016-03-23 | 2018-11-28 | $58,865 | $49,638 | $9,227 | $9,227 |
| MASTERCARD INC CL A-500 | P | 2009-06-11 | 2018-11-28 | $97,511 | $8,527 | $88,984 | $88,984 |
| FIDELITY NATL INFORMATION SE-1620 | P | 2016-01-08 | 2018-11-28 | $170,203 | $94,468 | $75,735 | $75,735 |
| MICROSOFT CORP-400 | P | 2006-01-23 | 2018-11-28 | $43,276 | $10,547 | $32,729 | $32,729 |
| ISHARES CORE MSCI EAFE ETF-5000 | P | 2017-11-17 | 2018-11-28 | $293,096 | $323,378 | -$30,282 | -$30,282 |
| MICROSOFT CORP-230 | P | 2007-03-14 | 2018-11-28 | $24,884 | $6,199 | $18,685 | $18,685 |
| JOHNSON CTLS INTL PLC-1446.1 | P | 2014-01-17 | 2018-08-07 | $54,922 | $62,649 | -$7,727 | -$7,727 |
| US TSY NOTE 12/6/18 | P | 2018-09-14 | 2018-12-06 | $450,000 | $450,000 | ||
| JOHNSON CTLS INTL PLC-1317.9 | P | 2014-01-21 | 2018-08-07 | $50,053 | $57,227 | -$7,174 | -$7,174 |
| US TSY NOTE 12/20/18 | P | 2018-08-15 | 2018-12-20 | $200,000 | $200,000 | ||
| KELLOGG CO-2040 | P | 2015-04-07 | 2018-04-11 | $129,151 | $134,477 | -$5,326 | -$5,326 |
| KELLOGG CO-1810 | P | 2015-10-19 | 2018-04-11 | $114,589 | $126,497 | -$11,908 | -$11,908 |
| MOLSON COORS BREWING CO CL B-1060 | P | 2016-01-29 | 2018-01-11 | $89,727 | $94,273 | -$4,546 | -$4,546 |
| MOLSON COORS BREWING CO CL B-920 | P | 2016-02-12 | 2018-01-11 | $77,876 | $77,415 | $461 | $461 |
| ALPHABET INC CL A-120 | P | 2008-10-08 | 2018-11-28 | $126,476 | $20,452 | $106,024 | $106,024 |
| APPLE INC-1000 | P | 2010-02-03 | 2018-01-18 | $179,966 | $28,492 | $151,474 | $151,474 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $826,980 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$161,653 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,544,422 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $18,136,193 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.085157 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,463,420 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,856,333 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.081955 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,440,326 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $19,312,904 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.074578 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,441,610 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $20,046,924 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.071912 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,361,149 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $19,548,094 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.069631 | DistributionYr5Rt |
| Total Distribution | 0.383233 | TotalDistributionRt |
| Average Distribution | 0.076647 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,771,398 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,362,124 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,637 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,372,761 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,484,910 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $10,637 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,637 | SubtotalAmt |
| Tax Based On Investment Income | $10,637 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $17,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $6,363 | OverpaymentAmt |
| Applied To ES Tax | $6,363 | 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 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| CATHY LISS | ||||||||
| 900 PENNSYLVANIA AVENUE SE | WASHINGTON | DC | 20003 | VICE PRESIDE | 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 | $17,792,692 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $249,336 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,042,028 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $18,042,028 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $270,630 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,771,398 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $888,570 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $888,570 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,637 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,637 | TotalTaxAmt |
| Distributable Before Adj | $877,933 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $877,933 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $877,933 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,484,910 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,484,910 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,637 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,474,273 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $877,933 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $403,446 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $456,934 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $486,829 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $585,763 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $662,768 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,595,740 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,484,910 | QualifyingDistributionsAmt |
| Applied To Current Year | $877,933 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $606,977 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,202,717 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $403,446 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,799,271 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $456,934 | ExcessFromYear4Amt |
| Excess From Year3 | $486,829 | ExcessFromYear3Amt |
| Excess From Year2 | $585,763 | ExcessFromYear2Amt |
| Excess From Year1 | $662,768 | ExcessFromYear1Amt |
| Excess From Current Year | $606,977 | 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 (15 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 | $501,250 |
| COMPASSION ANIMAL PROTECT SOCIETY | |||||
| 759 CJC HWY 332 | COHASSET | MA | 02025 | FOR THE BENEFIT OF ANIMALS | $12,520 |
| COMPASSION OVER KILLING | |||||
| PO BOX 9773 | WASHINGTON | DC | 20016 | FOR THE BENEFIT OF ANIMALS | $25,070 |
| EQUINE RESCUE | |||||
| PO BOX 275 | BLOOMINGBURG | NY | 12721 | FOR THE BENEFIT OF ANIMALS | $56,400 |
| FRIENDS OF WASHOE | |||||
| PO BOX 728 | ELLENSBURG | WA | 98926 | FOR THE BENEFIT OF ANIMALS | $40,100 |
| GLOBAL FEDERAL OF ANIMAL SANCTUARIE | |||||
| PO BOX 73308 | PHOENIX | AZ | 85050 | FOR THE BENEFIT OF ANIMALS | $75,180 |
| HEART | |||||
| PO BOX 738 | MAMARONECK | NY | 10543 | FOR THE BENEFIT OF ANIMALS | $93,990 |
| HOPE'S LEGACY EQUINE RESCUE | |||||
| 5145 TAYLOR CREEK ROAD | AFTON | VA | 22920 | FOR THE BENEFIT OF ANIMALS | $6,260 |
| HUMANE FARM ANIMAL CARE | |||||
| PO BOX 82 | MIDDLEBURG | VA | 20118 | FOR THE BENEFIT OF ANIMALS | $37,590 |
| HUMANE SOCIETY US | |||||
| 2100 L STREET NW | WASHINGTON | DC | 20037 | FOR THE BENEFIT OF ANIMALS | $501,250 |
| MINDY'S MEMORY PRIMATE SANCTUARY | |||||
| PO BOX 134 | NEWCASTLE | OK | 73065 | FOR THE BENEFIT OF ANIMALS | $18,780 |
| SPECIES SURVIVAL NETWORK | |||||
| 125896 LIME KILN ROAD | HIGHLAND | MD | 207779556 | FOR THE BENEFIT OF ANIMALS | $62,660 |
| SPIKENARD FARM HONEYBEE SANCTUARY | |||||
| 445 FLOYD HIGHWAY | FLOYD | VA | 24091 | FOR THE BENEFIT OF ANIMALS | $10,010 |
| WILDLIFE BIRD FUND | |||||
| 656 COLUMBUS AVENUE | NEW YORK | NY | 10024 | FOR THE BENEFIT OF ANIMALS | $31,330 |
| WOODSTOCK FARM SANCTUARY | |||||
| PO BOX 1329 | WOODSTOCK | NY | 12498 | FOR THE BENEFIT OF ANIMALS | $12,520 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,484,910 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $854 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $404,276 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $826,980 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STOCK CLASS ACTION SETTLEME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,780 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,233,890 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,233,890 | 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 | $9,925 | Amt |
| Net Investment Income | $9,925 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (40 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GENERAL ELECTRIC CO | ||
| WILLIAMS PARTNERS LP | ||
| INTL LEASE FINANCE CORP | ||
| CITIZENS FINANCIAL GROUP INC | ||
| JEFFERIES GRP LLC | ||
| AMAZON.COM INC | ||
| ANHEUSER-BUSCH INBEV FIN | ||
| CONSTELLATION BRANDS INC | ||
| SEAGATE HDD CAYMAN SR NT | ||
| HOME DEPOT INC | ||
| CVS CAREMARK CORP | ||
| JPMORGAN CHASE & CO | ||
| WASTE MANAGEMENT INC | ||
| GENERAL MOTORS FINANCIAL CO INC | ||
| UNION PACIFIC CORP | ||
| AMAZON.COM INC | ||
| UNITEDHEALTH GROUP INC | ||
| SUNTRUST BANK | ||
| OWENS CORNING | ||
| NORTHERN TRUST CORP | ||
| WILLIAMS COS INC | $323,871 | $317,501 |
| INTL LEASE FINANCE CORP | $328,381 | $318,002 |
| CITIZENS FINANCIAL GROUP INC | $313,205 | $307,175 |
| JEFFERIES GRP LLC | $315,000 | $299,373 |
| AMAZON.COM INC | $317,255 | $308,089 |
| ANHEUSER-BUSCH INBEV FIN | $322,344 | $306,290 |
| CONSTELLATION BRANDS INC | $332,229 | $318,462 |
| SEAGATE HDD CAYMAN SR NT | $324,326 | $298,856 |
| ENTERPRISE PRODUCTS OPERATING LLC | $309,625 | $302,541 |
| HOME DEPOT INC | $333,155 | $322,084 |
| CVS HEALTH CORP | $321,574 | $305,493 |
| JPMORGAN CHASE & CO | $324,835 | $309,954 |
| WASTE MANAGEMENT INC | $318,359 | $305,916 |
| GENERAL MOTORS FINANCIAL CO INC | $322,398 | $298,500 |
| UNION PACIFIC CORP | $324,263 | $305,166 |
| AMAZON.COM INC | $355,661 | $346,024 |
| UNITEDHEALTH GROUP INC | $317,521 | $304,000 |
| SUNTRUST BANK | $311,447 | $298,488 |
| OWENS CORNING | $314,761 | $287,655 |
| NORTHERN TRUST CORP | $318,033 | $293,111 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A | $127,368 | $313,488 |
| ALPHABET INC CL C | $46,592 | $284,793 |
| AMERICAN EXPRESS CO | $126,051 | $261,177 |
| AON PLC | $147,621 | $236,210 |
| APPLE INC | $139,513 | $520,542 |
| APPLIED MATERIALS INC | $109,570 | $186,618 |
| AT&T INC | $75,787 | $85,620 |
| BANK OF AMERICA CORP | $191,780 | $332,270 |
| CHARLES SCHWAB CORP | $123,879 | $178,579 |
| CISCO SYSTEMS INC | $204,314 | $407,302 |
| CITIGROUP INC | $197,163 | $314,703 |
| COCA COLA CO | $191,526 | $217,810 |
| COMCAST CORP SPECIAL CL A | ||
| CVS HEALTH CORP | $127,130 | $212,940 |
| EBAY INC | $177,548 | $178,244 |
| FACEBOOK INC CL A | ||
| FIDELITY NATL INFORMATION SE | ||
| INTEL CORP | $96,314 | $191,005 |
| INTERCONTINENTAL EXCHANGE GROUP | $170,246 | $376,650 |
| INTERNATIONAL BUSINESS MACHINE CORP | $87,217 | $100,029 |
| KNIGHT-SWIFT TRANSN HLDGS CL A | $198,540 | $150,420 |
| JOHNSON CTLS INTL PLC | ||
| KELLOGG CO | ||
| MASTERCARD INC | $47,751 | $528,220 |
| MICROSOFT CORP | $136,730 | $406,280 |
| MOLSON COORS BREWING CO CL B | ||
| ROSS STORES INC | $66,665 | $274,560 |
| TENCENT HLDGS LTD UNSPON ADR | $201,346 | $198,929 |
| UNION PACIFIC CORP | $221,264 | $362,854 |
| UNITED TECHNOLOGIES CORP | $91,129 | $250,228 |
| QALT DISNEY CO HLDG CO | $242,728 | $263,160 |
| ISHARES CORE MSCI EAFE ETF | $2,069,619 | $1,760,000 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $746,665 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $747,540 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEES | $108,483 | $108,483 |
| INSURANCE | $2,478 | |
| FILING FEES | $750 | |
| OFFICE EXPENSE | $551 | |
| POSTAGE & DELIVERY | $848 |
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 | $1,780 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,780 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES ON NET INVESTMENT I | $12,078 | |
| FOREIGN TAXES WITHHELD ON DIVIDE | $6,738 | $6,738 |
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