WINLEY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WINLEY FOUNDATION (EIN 52-1230146)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-09
- IRS object ID
- 201731299349100403
- Schema version
- 2016v3.0
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-09T08:33:05-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-04-25 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY J MORABITO CPA | PreparerPersonNm |
| PTIN | P00393052 | PTIN |
| Phone | 5854297759 | PhoneNum |
| Preparation | 2017-05-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 5466E4BB2A34D41E606496C7ECD76247083AE12C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CFE936F15A5964A23DA661D789E734BCF657C337 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,333,206 | 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 | $2,434 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $194,421 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $194,421 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $201,939 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $201,939 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $481,910 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,660,650 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $481,910 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $565 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $565 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $881,269 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $878,835 | 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 | $7,928 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $12 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $69,871 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $65,878 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $132,736 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $120,803 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,471,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,471,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,603,736 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $120,803 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,471,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$722,467 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $758,032 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,922 | CashBOYAmt |
| Cash EOY | $22,604 | CashEOYAmt |
| Cash EOYFMV | $22,604 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $708,433 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $85,309 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $85,309 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,814,870 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,684,913 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,410,243 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,859,853 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,875,797 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,815,050 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $460 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $460 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $12 | LandBOYAmt |
| Total Assets BOY | $14,391,090 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,668,623 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,333,206 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $14,391,090 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,668,623 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,391,090 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,668,623 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,391,090 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,668,623 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,391,090 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$722,467 | ExcessRevenueOverExpensesAmt |
| Subtotal | $13,668,623 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,668,623 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (44 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 0.4-ADIENT PLC SHS ISIN IE00BD845X2 | P | 2016-11-03 | 2016-11-03 | $18 | $19 | -$1 | -$1 |
| 0.725-JOHNSON CTLS INTL PLC SHS ISIN | P | 2014-01-17 | 2016-09-08 | $35 | $31 | $4 | $4 |
| 500-VOYA FINL INC COM | P | 2015-01-14 | 2016-01-19 | $14,995 | $19,898 | -$4,903 | -$4,903 |
| -276-ADIENT PLC SHS ISIN IE00BD845X | P | 2016-11-01 | 2016-11-03 | $12,417 | $12,857 | -$440 | -$440 |
| 6580.8534-LAZARD U.S. CORPORATE INCO | P | 2010-05-28 | 2016-12-12 | $32,049 | $30,667 | $1,382 | $1,382 |
| 100-VOYA FINL INC COM | P | 2015-01-14 | 2016-01-19 | $3,004 | $3,979 | -$975 | -$975 |
| 1100-AMERIPRISE FINL INC COM | P | 2012-06-21 | 2016-03-23 | $102,043 | $56,140 | $45,903 | $45,903 |
| 729.317-LAZARD U.S. CORPORATE INCOME | P | 2010-08-31 | 2016-12-12 | $3,552 | $3,493 | $59 | $59 |
| 400-VOYA FINL INC COM | P | 2015-01-14 | 2016-01-15 | $12,000 | $15,918 | -$3,918 | -$3,918 |
| 475-APPLE INC COM | P | 2010-02-03 | 2016-12-21 | $55,619 | $13,534 | $42,085 | $42,085 |
| 671.329-LAZARD U.S. CORPORATE INCOME | P | 2010-06-30 | 2016-12-12 | $3,269 | $3,142 | $127 | $127 |
| 700-VOYA FINL INC COM | P | 2015-01-14 | 2016-01-14 | $21,669 | $27,608 | -$5,939 | -$5,939 |
| 650-BOEING CO COM | P | 2011-09-01 | 2016-03-23 | $86,802 | $43,429 | $43,373 | $43,373 |
| 668.45-LAZARD U.S. CORPORATE INCOME | P | 2010-07-30 | 2016-12-12 | $3,255 | $3,208 | $47 | $47 |
| 300-VOYA FINL INC COM | P | 2015-01-14 | 2016-01-14 | $9,266 | $11,832 | -$2,566 | -$2,566 |
| 1500-CISCO SYSTEMS INC | P | 2006-08-03 | 2016-12-21 | $45,658 | $26,328 | $19,330 | $19,330 |
| 506.127-LAZARD U.S. CORPORATE INCOME | P | 2010-05-28 | 2016-12-12 | $2,465 | $2,359 | $106 | $106 |
| 200-VOYA FINL INC COM | P | 2015-01-14 | 2016-01-14 | $6,191 | $7,959 | -$1,768 | -$1,768 |
| 2705-CITIGROUP INC COM NEW ISINUS17 | P | 2012-01-26 | 2016-07-08 | $113,632 | $82,530 | $31,102 | $31,102 |
| 84.1696-LAZARD U.S. CORPORATE INCOME | P | 2010-09-30 | 2016-12-12 | $410 | $410 | ||
| 400-VOYA FINL INC COM | P | 2015-01-13 | 2016-01-13 | $12,757 | $16,166 | -$3,409 | -$3,409 |
| 1050-CITIGROUP INC COM NEW ISINUS17 | P | 2012-01-20 | 2016-07-08 | $44,108 | $30,663 | $13,445 | $13,445 |
| 3665.988-LAZARD U.S. CORPORATE INCOM | P | 2010-05-28 | 2016-10-25 | $18,000 | $17,083 | $917 | $917 |
| 100-VOYA FINL INC COM | P | 2015-01-14 | 2016-01-13 | $3,111 | $3,944 | -$833 | -$833 |
| 800-CITRIX SYSTEMS INC | P | 2014-01-24 | 2016-01-05 | $59,026 | $47,355 | $11,671 | $11,671 |
| 450-MASTERCARD INC CL A COM | P | 2009-06-11 | 2016-12-21 | $46,905 | $7,674 | $39,231 | $39,231 |
| 700-VOYA FINL INC COM | P | 2015-01-13 | 2016-01-12 | $22,577 | $28,263 | -$5,686 | -$5,686 |
| 700-CITRIX SYSTEMS INC | P | 2014-01-27 | 2016-01-05 | $51,647 | $40,845 | $10,802 | $10,802 |
| 1835-MORGAN STANLEY COM NEW | P | 2013-05-02 | 2016-02-12 | $42,169 | $40,781 | $1,388 | $1,388 |
| 200-VOYA FINL INC COM | P | 2015-01-13 | 2016-01-12 | $6,451 | $8,083 | -$1,632 | -$1,632 |
| 450-CVS HEALTH CORP COM | P | 2011-09-15 | 2016-12-21 | $35,925 | $16,613 | $19,312 | $19,312 |
| 1225-QUALCOMM INC | P | 2013-05-03 | 2016-03-23 | $62,802 | $78,031 | -$15,229 | -$15,229 |
| 700-VOYA FINL INC COM | P | 2015-01-13 | 2016-01-11 | $22,504 | $28,262 | -$5,758 | -$5,758 |
| 1600-HARTFORD FINL SVCS GROUP INC CO | P | 2014-01-07 | 2016-07-29 | $63,374 | $56,825 | $6,549 | $6,549 |
| 1100-QUALCOMM INC | P | 2011-07-22 | 2016-03-23 | $56,394 | $63,180 | -$6,786 | -$6,786 |
| 100-VOYA FINL INC COM | P | 2015-01-13 | 2016-01-08 | $3,237 | $4,038 | -$801 | -$801 |
| 920-HARTFORD FINL SVCS GROUP INC COM | P | 2014-01-07 | 2016-07-29 | $36,405 | $32,674 | $3,731 | $3,731 |
| 500-ROSS STORES INC (STATE OF INC CH | P | 2011-07-07 | 2016-12-21 | $34,022 | $10,101 | $23,921 | $23,921 |
| LAZARD CORE FIXED INCOME K-1 ST GAIN | P | 2016-01-01 | 2016-12-31 | $11,541 | $11,541 | $11,541 | |
| 2400-HONEYWELL INTL INC COM | P | 2009-07-10 | 2016-06-29 | $274,256 | $72,048 | $202,208 | $202,208 |
| 450-UNITED TECHNOLOGIES CORP COM | P | 2003-08-20 | 2016-12-21 | $49,792 | $17,450 | $32,342 | $32,342 |
| LAZARD CORE FIXED INCOME K-1 LT LOSS | P | 2015-12-31 | 2016-12-31 | $45,661 | -$45,661 | -$45,661 | |
| 850-HONEYWELL INTL INC COM | P | 2009-06-11 | 2016-06-29 | $97,132 | $30,781 | $66,351 | $66,351 |
| 2450-VIACOM INC NEW CL B | P | 2012-01-12 | 2016-02-11 | $78,166 | $116,878 | -$38,712 | -$38,712 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $481,910 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$17,292 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,440,326 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,312,904 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.074578 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,441,610 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $20,046,924 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.071912 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,361,149 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $19,548,094 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.069631 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,394,604 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,989,369 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.073441 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,354,704 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $18,880,737 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.071751 | DistributionYr5Rt |
| Total Distribution | 0.361313 | TotalDistributionRt |
| Average Distribution | 0.072263 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,856,333 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,290,352 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,580 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,297,932 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,471,000 | 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 | $7,580 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,580 | SubtotalAmt |
| Tax Based On Investment Income | $7,580 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $1,180 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| CATHY LISS | ||||||||
| 900 PENNSYLVANIA AVENUE SE | WASHINGTON | DC | 20003 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| HEIDI PRESCOTT | ||||||||
| 700 PROFESSIONAL DRIVE SUITE A | GAITHERSBURG | MD | 20879 | 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 | $17,210,835 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $917,422 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,128,257 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $18,128,257 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $271,924 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,856,333 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $892,817 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $892,817 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,580 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,580 | TotalTaxAmt |
| Distributable Before Adj | $885,237 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $885,237 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $885,237 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,471,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,471,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,580 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,463,420 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $885,237 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $421,259 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $455,928 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $403,446 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $456,934 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $486,829 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,224,396 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,471,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $885,237 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $585,763 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,810,159 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $421,259 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,388,900 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $455,928 | ExcessFromYear4Amt |
| Excess From Year3 | $403,446 | ExcessFromYear3Amt |
| Excess From Year2 | $456,934 | ExcessFromYear2Amt |
| Excess From Year1 | $486,829 | ExcessFromYear1Amt |
| Excess From Current Year | $585,763 | 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 | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|
| ANIMAL WELFARE INSTITUTE | ||||||
| 900 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | FOR THE BENEFIT OF ANIMALS | $400,000 | |
| BORN FREE USA | ||||||
| PO BOX 32160 | WASHINGTON | DC | 20007 | FOR THE BENEFIT OF ANIMALS | $75,000 | |
| 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 | $25,000 | |
| EQUINE RESCUE | ||||||
| PO BOX 275 | BLOOMINGBURG | NY | 12721 | FOR THE BENEFIT OF ANIMALS | $40,000 | |
| FOSTER PARROTS | ||||||
| PO BOX 650 | ROCKLAND | MA | 02370 | FOR THE BENEFIT OF ANIMALS | $8,000 | |
| FRIENDS OF WASHOE | ||||||
| PO BOX 728 | ELLENSBURG | WA | 98926 | FOR THE BENEFIT OF ANIMALS | $18,000 | |
| GLOBAL FEDERATION OF ANIMAL | ||||||
| PO BOX 32294 | WASHINGTON | DC | 20007 | FOR THE BENEFIT OF ANIMALS | $50,000 | SANCTUARIES |
| 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 | |
| MINDY'S MEMORY PRIMATE SANCTUARY | ||||||
| PO BOX 134 | NEWCASTLE | OK | 73065 | FOR THE BENEFIT OF ANIMALS | $10,000 | |
| 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 | |
| WOODSTOCK FARM SANCTUARY | ||||||
| PO BOX 1329 | WOODSTOCK | NY | 12498 | FOR THE BENEFIT OF ANIMALS | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,471,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $194,421 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $201,939 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $533 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $481,910 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SPRINT NEXTEL SEC LIT | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $878,835 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $878,835 | 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 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| 2 TRESTLE TABLES | 2000-01-01 | $75 | $75 | S/L | 7.0000 | |
| 3 METAL FILE CABINETS & DESK CHAIR | 2000-01-01 | $100 | $100 | S/L | 7.0000 | |
| PRINTER | 2007-03-28 | $135 | $135 | 200DB | 5.0000 | |
| COPIER - BROTHER | 2011-10-10 | $150 | $138 | 200DB | 5.0000 | $12 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LAZARD US CORP INCOME PORT INST | ||
| LAZARD CORE FIXED INCOME PORT-PTR | ||
| LAZARD US CORP INCOME PORT-INST | $773,663 | $766,112 |
| LAZARD CORE FIXED INCOME FUND | $7,102,134 | $7,048,938 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (68 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC | ||
| ALPHABET INC | ||
| AMERICAN EXPRESS CO | ||
| AMERIPRISE FINANCIAL INC | ||
| APPLE INC | ||
| APPLIED MATERIALS INC | ||
| AT&T INC | ||
| AUTOZONE INC | ||
| BANK OF AMERICA CORP | ||
| BOEING CO | ||
| CHARLES SCHWAB CORP | ||
| CISCO SYSTEMS INC | ||
| CITIGROUP INC | ||
| CITRIX SYSTEMS INC | ||
| COMCAST CORP SPECIAL CL A | ||
| CVS CAREMARK CORP | ||
| HARTFORD FINANCIAL SERVICES GR INC | ||
| HONEYWELL INTERNATIONAL INC | ||
| INTEL CORP | ||
| INTERCONTINENTAL EXCHANGE INC | ||
| INTERNATIONAL BUSINESS MACHINE CORP | ||
| KELLOGG CO | ||
| LAZARD INTL EQUITY PORTFOLIO INSTL S | ||
| MASTERCARD INC | ||
| MCKESSON CORP | ||
| MICROSOFT CORP | ||
| MORGAN STANLEY | ||
| NXP SEMICONDUCTORS NV | ||
| QUALCOMM INC | ||
| ROSS STORES INC | ||
| TYCO INTERNATIONAL PLC | ||
| UNION PACIFIC CORP | ||
| UNITED TECHNOLOGIES CORP | ||
| VIACOM INC CL B | ||
| VOYA FINANCIAL INC | ||
| 420-ALPHABET INC. CLASS A | $147,791 | $332,829 |
| 275-ALPHABET INC. CLASS C | $46,621 | $212,251 |
| 2740-AMERICAN EXPRESS CO | $126,052 | $202,979 |
| 1625-AON PLC | $147,621 | $181,236 |
| 5300-APPLE INC | $196,496 | $613,846 |
| 5700-APPLIED MATERIALS INC | $109,570 | $183,939 |
| 3000-AT&T INC | $75,787 | $127,590 |
| 300-AUTOZONE INC | $144,635 | $236,937 |
| 13485-BANK OF AMERICA CORP | $191,780 | $298,019 |
| 10900-CISCO SYSTEMS INC | $230,642 | $329,398 |
| 6045-CITIGROUP INC | $197,163 | $359,254 |
| 4600-COCA COLA CO | $191,526 | $190,716 |
| 6300-COMCAST CORP - CL A | $99,365 | $435,015 |
| 3250-CVS HEALTH CORP | $127,130 | $256,458 |
| 2760-EBAY INC | $67,300 | $81,944 |
| 440-FACEBOOK INC - A | $49,638 | $50,622 |
| 1620-FIDELITY NATIONAL INFORMATION | $94,468 | $122,537 |
| 4070-INTEL CORP | $96,314 | $147,619 |
| 5000-INTERCONTINENTAL EXCHANGE INC | $170,246 | $282,100 |
| 880-INTL BUSINESS MACHINES CORP | $87,217 | $146,071 |
| 2764-JOHNSON CONTROLS INTERNATIONAL | $119,876 | $113,849 |
| 3850-KELLOGG CO | $260,974 | $283,784 |
| 127937.16946-LAZARD INTL EQUITY PORT | $1,531,549 | $2,072,582 |
| 3300-MASTERCARD INC | $56,278 | $340,725 |
| 870-MCKESSON CORP | $84,248 | $122,192 |
| 4630-MICROSOFT CORP | $153,476 | $287,708 |
| 1980-MOLSON COORS BREWING CO | $171,687 | $192,674 |
| 4240-MORGAN STANLEY | $94,230 | $179,140 |
| 1125-NXP SEMICONDUCTORS NV | $112,295 | $110,261 |
| 3300-ROSS STORES INC | $66,665 | $216,480 |
| 4300-CHARLES SCHWAB CORP NEW | $123,880 | $169,721 |
| 2625-UNION PACIFIC CORP | $221,264 | $272,160 |
| 2350-UNITED TECHNOLOGIES CORP | $91,129 | $257,607 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OFFICE EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $460 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $460 | AccumulatedDepreciationAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT MANAGEMENT FEES | $61,077 | $61,077 |
| INSURANCE | $2,478 | |
| FILING FEES | $750 | |
| OFFICE EXPENSE | $313 | |
| POSTAGE & DELIVERY | $452 | |
| LAZARD CORE K-1 INVESTMENT EX | $4,801 | $4,801 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TYCO INTL IN LIEU OF DIVIDEND | $533 | $533 |
| SPRINT NEXTEL SEC LIT | $32 | $32 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| EXCISE TAXES ON NET INVESTMENT I | $2,874 |
| FOREIGN TAXES WITHHELD ON DIVIDE | $5,054 |
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