WINLEY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WINLEY FOUNDATION (EIN 52-1230146)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-08
- IRS object ID
- 201821289349101407
- Schema version
- 2017v2.3
- 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 | 2018-05-08T12:06:57-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | EDWARD J WALSH JR | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 8452663065 | PhoneNum |
| Signature | 2018-04-24 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY J MORABITO CPA | PreparerPersonNm |
| PTIN | P00393052 | PTIN |
| Phone | 5854297759 | PhoneNum |
| Preparation | 2018-04-24 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $17,948,251 | 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 | $129 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $545 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $545 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $326,992 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $326,992 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,076,057 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,489,561 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,076,057 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $215 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $215 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,403,938 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,403,809 | 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 | $21,946 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $95,191 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $91,071 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $172,062 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $145,996 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,557,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,557,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,729,062 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $145,996 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,557,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$325,124 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,257,813 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,604 | CashBOYAmt |
| Cash EOY | $18,009 | CashEOYAmt |
| Cash EOYFMV | $18,009 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $85,309 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $190,028 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $190,028 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $397,281 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $394,360 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,684,913 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,221,199 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,894,991 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,875,797 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,516,982 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,450,863 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $13,668,623 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,343,499 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,948,251 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $13,668,623 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,343,499 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,668,623 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,343,499 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,668,623 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,343,499 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,668,623 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$325,124 | ExcessRevenueOverExpensesAmt |
| Subtotal | $13,343,499 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,343,499 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 124587.849 LAZARD INTL EQI INST | P | 2010-05-28 | 2017-11-17 | $2,398,316 | $1,474,472 | $923,844 | $923,844 |
| 125366.70 LAZARD US CORP INCOME INST | P | 2010-05-28 | 2017-11-17 | $611,788 | $616,738 | -$4,950 | -$4,950 |
| LAZARD CORE FIXED INCOME PARTNERSHIP | P | 2015-12-31 | 2017-04-19 | $7,175,077 | $7,215,085 | -$40,008 | -$40,008 |
| 870 MCKESSON CORP | P | 2012-12-26 | 2017-01-19 | $127,862 | $84,248 | $43,614 | $43,614 |
| 1125 NXP SEMICONDUCTORS N V COM | P | 2015-07-31 | 2017-01-31 | $110,159 | $112,295 | -$2,136 | -$2,136 |
| 145 AUTOZONE INC | P | 2015-08-26 | 2017-07-05 | $75,319 | $102,201 | -$26,882 | -$26,882 |
| LAZARD CORE FIXED INCOME K-1 ST LOSS | P | 2017-01-01 | 2017-04-19 | $60,605 | -$60,605 | -$60,605 | |
| 1031.881 LAZARD INTL EQI INST | P | 2010-05-28 | 2017-11-17 | $19,862 | $17,684 | $2,178 | $2,178 |
| 6847.559 LAZARD US CORP INCOME INST | P | 2010-05-28 | 2017-11-17 | $33,418 | $33,577 | -$159 | -$159 |
| 2782.039 LAZARD INTL EQI INST | P | 2016-12-12 | 2017-11-17 | $53,554 | $47,895 | $5,659 | $5,659 |
| 30666.180 LAZARD US CORP INCOME INST | P | 2010-05-28 | 2017-11-17 | $149,651 | $150,751 | -$1,100 | -$1,100 |
| LAZARD CORE FIXED INCOME K-1 LT GAIN | P | 2015-12-31 | 2017-04-19 | $110,835 | $110,835 | $110,835 | |
| 155 AUTOZONE INC | P | 2011-08-09 | 2017-07-05 | $80,514 | $42,434 | $38,080 | $38,080 |
| 4240 MORGAN STANLEY | P | 2013-05-02 | 2017-04-24 | $184,916 | $94,230 | $90,686 | $90,686 |
| 315,000 WHOL ERLY EX | P | 2017-06-19 | 2017-12-20 | $358,290 | $361,289 | -$2,999 | -$2,999 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,076,057 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$63,604 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,463,420 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,856,333 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.081955 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,440,326 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $19,312,904 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.074578 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,441,610 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $20,046,924 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.071912 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,361,149 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $19,548,094 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.069631 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,394,604 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $18,989,369 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.073441 | DistributionYr5Rt |
| Total Distribution | 0.371517 | TotalDistributionRt |
| Average Distribution | 0.074303 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,136,193 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,347,574 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,578 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,360,152 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,557,000 | 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 | $12,578 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,578 | SubtotalAmt |
| Tax Based On Investment Income | $12,578 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $17,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $4,922 | OverpaymentAmt |
| Applied To ES Tax | $4,922 | 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 |
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 | 3.00 | $0 | $0 | $0 |
| CATHY LISS | ||||||||
| 900 PENNSYLVANIA AVENUE SE | WASHINGTON | DC | 20003 | VICE PRESIDE | 3.00 | $0 | $0 | $0 |
| EDWARD J WALSH JR | ||||||||
| 100 NORTH VILLAGE AVE STE 35 | ROCKVILLE CENTRE | NY | 115703712 | SECRETARY | 3.00 | $0 | $0 | $0 |
| ANNA M BARONE | ||||||||
| 2028 GAMMON STREET | CHARLESTON | SC | 29414 | TREASURER | 20.00 | $45,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,164,116 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,248,263 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,412,379 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $18,412,379 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $276,186 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,136,193 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $906,810 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $906,810 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,578 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,578 | TotalTaxAmt |
| Distributable Before Adj | $894,232 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $894,232 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $894,232 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,557,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,557,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12,578 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,544,422 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $894,232 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $455,928 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $403,446 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $456,934 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $486,829 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $585,763 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,388,900 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,557,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $894,232 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $662,768 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,051,668 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $455,928 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,595,740 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $403,446 | ExcessFromYear4Amt |
| Excess From Year3 | $456,934 | ExcessFromYear3Amt |
| Excess From Year2 | $486,829 | ExcessFromYear2Amt |
| Excess From Year1 | $585,763 | ExcessFromYear1Amt |
| Excess From Current Year | $662,768 | 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 |
| CHIMP HAVEN INC | |||||
| 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 | $50,000 |
| ELEPHANT AID INTERNATIONAL | |||||
| PO BOX 283 | ATTAPULGAS | GA | 39815 | FOR THE BENEFIT OF ANIMALS | $50,000 |
| EQUINE RESCUE | |||||
| PO BOX 275 | BLOOMINGBURG | NY | 12721 | FOR THE BENEFIT OF ANIMALS | $40,000 |
| 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 | $60,000 |
| HUMANE SOCIETY US | |||||
| 2100 L STREET NW | WASHINGTON | DC | 20037 | FOR THE BENEFIT OF ANIMALS | $400,000 |
| INTERNATIONAL PRIMATE PRO | |||||
| PO BOX 766 | SUMMERVILLE | SC | 29484 | FOR THE BENEFIT OF ANIMALS | $300,000 |
| SPECIES SURVIVAL NETWORK | |||||
| 125896 LIME KILN ROAD | HIGHLAND | MD | 207779556 | FOR THE BENEFIT OF ANIMALS | $50,000 |
| SPIKENARD FARM HONEYBEE SANCTUARY | |||||
| 445 FLOYD HIGHWAY | FLOYD | VA | 24091 | FOR THE BENEFIT OF ANIMALS | $5,000 |
| UNEXPECTED WILDLIFE RESCUE INC | |||||
| PO BOX 765 | NEWFIELD | NJ | 083440765 | FOR THE BENEFIT OF ANIMALS | $100,000 |
| WILDLIFE BIRD FUND | |||||
| 656 COLUMBUS AVENUE | NEW YORK | NY | 10024 | FOR THE BENEFIT OF ANIMALS | $25,000 |
| WOODSTOCK FARM SANCTUARY | |||||
| PO BOX 1329 | WOODSTOCK | NY | 12498 | FOR THE BENEFIT OF ANIMALS | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,557,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $545 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $326,992 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,076,057 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STOCK CLASS ACTION SETTLEME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $215 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,403,809 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,403,809 | 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 (22 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LAZARD US CORP INCOME PORT-INST | ||
| LAZARD CORE FIXED INCOME FUND | ||
| GENERAL ELECTRIC CO | $335,120 | $324,639 |
| WILLIAMS PARTNERS LP | $330,850 | $327,093 |
| INTL LEASE FINANCE CORP | $336,918 | $331,604 |
| CITIZENS FINANCIAL GROUP INC | $313,205 | $310,877 |
| JEFFERIES GRP LLC | $315,000 | $306,070 |
| AMAZON.COM INC | $318,087 | $314,839 |
| ANHEUSER-BUSCH INBEV FIN | $324,904 | $322,336 |
| CONSTELLATION BRANDS INC | $337,838 | $333,226 |
| SEAGATE HDD CAYMAN SR NT | $327,206 | $319,725 |
| HOME DEPOT INC | $338,153 | $332,114 |
| CVS CAREMARK CORP | $323,190 | $316,698 |
| JPMORGAN CHASE & CO | $327,190 | $328,583 |
| WASTE MANAGEMENT INC | $318,906 | $317,460 |
| GENERAL MOTORS FINANCIAL CO INC | $323,883 | $328,258 |
| UNION PACIFIC CORP | $326,179 | $323,423 |
| AMAZON.COM INC | $357,975 | $361,601 |
| UNITEDHEALTH GROUP INC | $317,866 | $317,328 |
| SUNTRUST BANK | $311,447 | $311,973 |
| OWENS CORNING | $314,761 | $309,185 |
| NORTHERN TRUST CORP | $318,304 | $313,831 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (64 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VIACOM INC CL B | ||
| VOYA FINANCIAL INC | ||
| 420-ALPHABET INC. CLASS A | ||
| 275-ALPHABET INC. CLASS C | ||
| 2740-AMERICAN EXPRESS CO | ||
| 1625-AON PLC | ||
| 5300-APPLE INC | ||
| 5700-APPLIED MATERIALS INC | ||
| 3000-AT&T INC | ||
| 300-AUTOZONE INC | ||
| 13485-BANK OF AMERICA CORP | ||
| 10900-CISCO SYSTEMS INC | ||
| 6045-CITIGROUP INC | ||
| 4600-COCA COLA CO | ||
| 6300-COMCAST CORP - CL A | ||
| 3250-CVS HEALTH CORP | ||
| 2760-EBAY INC | ||
| 440-FACEBOOK INC - A | ||
| 1620-FIDELITY NATIONAL INFORMATION | ||
| 4070-INTEL CORP | ||
| 5000-INTERCONTINENTAL EXCHANGE INC | ||
| 880-INTL BUSINESS MACHINES CORP | ||
| 2764-JOHNSON CONTROLS INTERNATIONAL | ||
| 3850-KELLOGG CO | ||
| 127937.16946-LAZARD INTL EQUITY PORT | ||
| 3300-MASTERCARD INC | ||
| 870-MCKESSON CORP | ||
| 4630-MICROSOFT CORP | ||
| 1980-MOLSON COORS BREWING CO | ||
| 4240-MORGAN STANLEY | ||
| 1125-NXP SEMICONDUCTORS NV | ||
| 3300-ROSS STORES INC | ||
| 4300-CHARLES SCHWAB CORP NEW | ||
| 2625-UNION PACIFIC CORP | ||
| 2350-UNITED TECHNOLOGIES CORP | ||
| ALPHABET INC CL A | $147,820 | $442,428 |
| ALPHABET INC CL C | $46,592 | $287,760 |
| AMERICAN EXPRESS CO | $126,051 | $272,109 |
| AON PLC | $147,621 | $217,750 |
| APPLE INC | $196,496 | $896,919 |
| APPLIED MATERIALS INC | $109,570 | $291,384 |
| AT&T INC | $75,787 | $116,640 |
| BANK OF AMERICA CORP | $191,780 | $398,077 |
| CHARLES SCHWAB CORP | $123,879 | $220,891 |
| CISCO SYSTEMS INC | $230,642 | $417,470 |
| CITIGROUP INC | $197,163 | $449,808 |
| COCA COLA CO | $191,526 | $211,048 |
| COMCAST CORP SPECIAL CL A | $99,365 | $504,630 |
| CVS HEALTH CORP | $127,130 | $235,625 |
| EBAY INC | $177,548 | $239,649 |
| FACEBOOK INC CL A | $49,638 | $77,642 |
| FIDELITY NATL INFORMATION SE | $94,468 | $152,426 |
| INTEL CORP | $96,314 | $187,871 |
| INTERCONTINENTAL EXCHANGE GROUP | $170,246 | $352,800 |
| INTERNATIONAL BUSINESS MACHINE CORP | $87,217 | $135,010 |
| JOHNSON CTLS INTL PLC | $119,876 | $105,336 |
| KELLOGG CO | $260,974 | $261,723 |
| MASTERCARD INC | $56,278 | $499,488 |
| MICROSOFT CORP | $153,476 | $396,050 |
| MOLSON COORS BREWING CO CL B | $171,687 | $162,499 |
| ROSS STORES INC | $66,665 | $264,825 |
| UNION PACIFIC CORP | $221,264 | $352,013 |
| UNITED TECHNOLOGIES CORP | $91,129 | $299,790 |
| ISHARES CORE MSCI EAFE ETF | $2,392,997 | $2,445,330 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $397,281 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $394,360 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT ADVISORY FEES | $75,786 | $75,786 |
| INVESTMENT MGMT FEES-LAZARD | $14,092 | $14,092 |
| INSURANCE | $2,478 | |
| FILING FEES | $750 | |
| OFFICE EXPENSE | $280 | |
| POSTAGE & DELIVERY | $612 | |
| LAZARD CORE K-1 INVESTMENT EX | $1,193 | $1,193 |
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 | $215 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $215 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| EXCISE TAXES ON NET INVESTMENT I | $18,680 |
| FOREIGN TAXES WITHHELD ON DIVIDE | $3,266 |
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