WINLEY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WINLEY FOUNDATION (EIN 52-1230146)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-02
- IRS object ID
- 201641239349100719
- Schema version
- 2015v2.1
- 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
- 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 | 2016-05-02T13:05:53-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-04-17 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY J MORABITO CPA | PreparerPersonNm |
| PTIN | P00393052 | PTIN |
| Phone | 5854297759 | PhoneNum |
| Preparation | 2016-04-17 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,907,810 | 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 | $1,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $213,237 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $213,237 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $197,337 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $197,337 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $301,903 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,746,125 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $301,903 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $22,931 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $22,931 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $736,408 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $735,408 | 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 | $9,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,850 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $13,665 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $17 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $77,085 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $73,199 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $145,617 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $128,049 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,446,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,446,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,592,017 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $128,049 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,446,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$855,609 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $607,359 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,392 | CashBOYAmt |
| Cash EOY | $7,922 | CashEOYAmt |
| Cash EOYFMV | $7,922 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $167,284 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $708,433 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $708,433 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,037,472 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,814,870 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,456,163 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,036,522 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,859,853 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,735,292 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $460 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $448 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $29 | LandBOYAmt |
| Land EOY | $12 | LandEOYAmt |
| Total Assets BOY | $15,246,699 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,391,090 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,907,810 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $15,246,699 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,391,090 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,246,699 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,391,090 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,246,699 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,391,090 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,246,699 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$855,609 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,391,090 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,391,090 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (55 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 21941.9996-LAZARD U.S. CORPORATE INC | P | 2010-05-28 | 2015-12-09 | $102,908 | $102,250 | $658 | $658 |
| 40.9834-LAZARD U.S. CORPORATE INCOME | P | 2009-02-27 | 2015-12-09 | $192 | $159 | $33 | $33 |
| 1200-XEROX CORPORATION | P | 2014-03-24 | 2015-09-16 | $12,746 | $13,165 | -$419 | -$419 |
| 760-SYSCO CORP COM | P | 2011-05-09 | 2015-05-29 | $28,265 | $24,441 | $3,824 | $3,824 |
| 478.913-LAZARD U.S. CORPORATE INCOME | P | 2010-04-30 | 2015-12-09 | $2,246 | $2,303 | -$57 | -$57 |
| 950-KOHLS CORP COM | P | 2014-11-10 | 2015-10-19 | $43,271 | $54,061 | -$10,790 | -$10,790 |
| 200-XEROX CORPORATION | P | 2014-03-24 | 2015-09-16 | $2,120 | $2,194 | -$74 | -$74 |
| 1060-SYSCO CORP COM | P | 2011-05-09 | 2015-05-29 | $39,396 | $34,088 | $5,308 | $5,308 |
| 453.179-LAZARD U.S. CORPORATE INCOME | P | 2010-03-31 | 2015-12-09 | $2,125 | $2,157 | -$32 | -$32 |
| 1600-KOHLS CORP COM | P | 2014-01-07 | 2015-10-19 | $72,877 | $89,563 | -$16,686 | -$16,686 |
| 600-SCHWAB CHARLES CORP NEW COM | P | 2014-11-10 | 2015-08-26 | $17,731 | $17,286 | $445 | $445 |
| 1000-REALOGY HLDGS CORP COM | P | 2014-06-06 | 2015-05-29 | $46,964 | $37,199 | $9,765 | $9,765 |
| 464.881-LAZARD U.S. CORPORATE INCOME | P | 2010-02-26 | 2015-12-09 | $2,180 | $2,180 | ||
| 2950-EMC CORP COM | P | 2014-06-06 | 2015-10-19 | $81,681 | $78,349 | $3,332 | $3,332 |
| 1050-CATERPILLAR INC COM | P | 2012-07-26 | 2015-08-26 | $77,352 | $87,324 | -$9,972 | -$9,972 |
| 500-REALOGY HLDGS CORP COM | P | 2014-06-06 | 2015-05-29 | $23,482 | $18,538 | $4,944 | $4,944 |
| 471.97-LAZARD U.S. CORPORATE INCOME | P | 2010-01-29 | 2015-12-09 | $2,214 | $2,218 | -$4 | -$4 |
| 7500-EMC CORP COM | P | 2008-11-10 | 2015-10-19 | $207,664 | $80,578 | $127,086 | $127,086 |
| 2600-TEXAS INSTRUMENTS INC | P | 2012-01-27 | 2015-07-31 | $130,314 | $85,063 | $45,251 | $45,251 |
| 0.7549-GOOGLE INC CL C | P | 2008-10-08 | 2015-05-04 | $420 | $128 | $292 | $292 |
| 525.287-LAZARD U.S. CORPORATE INCOME | P | 2009-12-31 | 2015-12-09 | $2,464 | $2,469 | -$5 | -$5 |
| 1500-XEROX CORPORATION | P | 2014-04-03 | 2015-09-17 | $15,935 | $17,597 | -$1,662 | -$1,662 |
| 1275-JOY GLOBAL INC COM | P | 2013-01-09 | 2015-07-23 | $35,473 | $86,496 | -$51,023 | -$51,023 |
| 900-WAL MART STORES INC COM | P | 2010-10-14 | 2015-04-07 | $72,605 | $47,930 | $24,675 | $24,675 |
| 722.155-LAZARD U.S. CORPORATE INCOME | P | 2009-11-30 | 2015-12-09 | $3,387 | $3,351 | $36 | $36 |
| 100-XEROX CORPORATION | P | 2014-04-02 | 2015-09-17 | $1,062 | $1,156 | -$94 | -$94 |
| 900-DOVER CORP COM | P | 2009-10-21 | 2015-07-14 | $59,869 | $30,109 | $29,760 | $29,760 |
| 1200-WAL MART STORES INC COM | P | 2009-12-08 | 2015-04-07 | $96,806 | $65,836 | $30,970 | $30,970 |
| 755.587-LAZARD U.S. CORPORATE INCOME | P | 2009-10-30 | 2015-12-09 | $3,544 | $3,498 | $46 | $46 |
| 1485-TYCO INTL PLC SHS ISINIE00BQRQ | P | 2014-01-17 | 2015-09-16 | $54,357 | $61,439 | -$7,082 | -$7,082 |
| 400-DOVER CORP COM | P | 2009-09-30 | 2015-07-14 | $26,608 | $12,929 | $13,679 | $13,679 |
| 1305-WAL MART STORES INC COM | P | 2008-01-25 | 2015-04-07 | $105,277 | $63,430 | $41,847 | $41,847 |
| 745.072-LAZARD U.S. CORPORATE INCOME | P | 2009-09-30 | 2015-12-09 | $3,494 | $3,427 | $67 | $67 |
| 400-XEROX CORPORATION | P | 2014-04-02 | 2015-09-16 | $4,249 | $4,624 | -$375 | -$375 |
| 600-AMERICAN EXPRESS COMPANY | P | 2014-12-30 | 2015-06-11 | $48,060 | $56,604 | -$8,544 | -$8,544 |
| 1190-REPUBLIC SVCS INC COM | P | 2012-10-19 | 2015-01-13 | $47,592 | $33,815 | $13,777 | $13,777 |
| 734.072-LAZARD U.S. CORPORATE INCOME | P | 2009-08-31 | 2015-12-09 | $3,443 | $3,281 | $162 | $162 |
| 600-XEROX CORPORATION | P | 2014-04-01 | 2015-09-16 | $6,373 | $6,808 | -$435 | -$435 |
| 460-AMERICAN EXPRESS COMPANY | P | 2011-12-28 | 2015-06-11 | $36,846 | $21,650 | $15,196 | $15,196 |
| 2060-REPUBLIC SVCS INC COM | P | 2012-10-18 | 2015-01-13 | $82,386 | $58,934 | $23,452 | $23,452 |
| 728.221-LAZARD U.S. CORPORATE INCOME | P | 2009-07-31 | 2015-12-09 | $3,415 | $3,255 | $160 | $160 |
| 600-XEROX CORPORATION | P | 2014-03-31 | 2015-09-16 | $6,373 | $6,784 | -$411 | -$411 |
| 170-SYSCO CORP COM | P | 2011-05-09 | 2015-06-02 | $6,317 | $5,467 | $850 | $850 |
| 749.165-LAZARD U.S. CORPORATE INCOME | P | 2009-06-30 | 2015-12-09 | $3,513 | $3,221 | $292 | $292 |
| 700-XEROX CORPORATION | P | 2014-03-28 | 2015-09-16 | $7,435 | $7,765 | -$330 | -$330 |
| 200-SYSCO CORP COM | P | 2011-05-09 | 2015-06-02 | $7,439 | $6,432 | $1,007 | $1,007 |
| 745.416-LAZARD U.S. CORPORATE INCOME | P | 2009-05-29 | 2015-12-09 | $3,496 | $3,168 | $328 | $328 |
| 800-XEROX CORPORATION | P | 2014-03-27 | 2015-09-16 | $8,497 | $8,703 | -$206 | -$206 |
| 510-SYSCO CORP COM | P | 2011-05-09 | 2015-06-01 | $18,954 | $16,401 | $2,553 | $2,553 |
| 767.947-LAZARD U.S. CORPORATE INCOME | P | 2009-04-30 | 2015-12-09 | $3,602 | $3,164 | $438 | $438 |
| 900-XEROX CORPORATION | P | 2014-03-26 | 2015-09-16 | $9,559 | $9,901 | -$342 | -$342 |
| 100-REALOGY HLDGS CORP COM | P | 2014-06-06 | 2015-06-01 | $4,715 | $3,725 | $990 | $990 |
| 805.216-LAZARD U.S. CORPORATE INCOME | P | 2009-03-31 | 2015-12-09 | $3,776 | $3,124 | $652 | $652 |
| 1000-XEROX CORPORATION | P | 2014-03-25 | 2015-09-16 | $10,621 | $11,006 | -$385 | -$385 |
| 900-REALOGY HLDGS CORP COM | P | 2014-06-06 | 2015-06-01 | $42,435 | $33,479 | $8,956 | $8,956 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $301,903 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,766 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,441,610 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $20,046,924 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.071912 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,361,149 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $19,548,094 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.069631 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,394,604 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $18,989,369 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.073441 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,354,704 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,880,737 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.071751 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,355,431 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $18,770,806 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.072210 | DistributionYr5Rt |
| Total Distribution | 0.358945 | TotalDistributionRt |
| Average Distribution | 0.071789 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $19,312,904 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,386,454 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,074 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,392,528 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,446,400 | 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 | $6,074 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,074 | SubtotalAmt |
| Tax Based On Investment Income | $6,074 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,526 | OverpaymentAmt |
| Applied To ES Tax | $3,526 | 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| HEIDI PRESCOTT | ||||||||
| 700 PROFESSIONAL DRIVE STE A | GAITHERSBURG | VA | 20041 | PRESIDENT | 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 | $19,163,226 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $443,783 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,607,009 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $19,607,009 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $294,105 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,312,904 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $965,645 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $965,645 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,074 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,074 | TotalTaxAmt |
| Distributable Before Adj | $959,571 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $959,571 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $959,571 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,446,400 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,446,400 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,074 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,440,326 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $959,571 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $426,029 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $421,259 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $455,928 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $403,446 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $456,934 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,163,596 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,446,400 | QualifyingDistributionsAmt |
| Applied To Current Year | $959,571 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $486,829 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,650,425 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $426,029 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,224,396 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $421,259 | ExcessFromYear4Amt |
| Excess From Year3 | $455,928 | ExcessFromYear3Amt |
| Excess From Year2 | $403,446 | ExcessFromYear2Amt |
| Excess From Year1 | $456,934 | ExcessFromYear1Amt |
| Excess From Current Year | $486,829 | 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 (13 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 | $25,000 | |
| 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 | |
| GLOBAL FEDERATION OF ANIMAL | ||||||
| PO BOX 32294 | WASHINGTON | DC | 20007 | FOR THE BENEFIT OF ANIMALS | $40,000 | SANCTUARIES |
| HEART | ||||||
| PO BOX 738 | MAMARONECK | NY | 10543 | FOR THE BENEFIT OF ANIMALS | $60,000 | |
| HOPE ACRES RESCUE | ||||||
| PO BOX 2037 | GOOSE CREEK | SC | 29445 | FOR THE BENEFIT OF ANIMALS | $20,000 | |
| 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 | |
| NYSHA | ||||||
| PO BOX 3068 | KINGSTON | NY | 12402 | FOR THE BENEFIT OF ANIMALS | $6,400 | |
| SPIKENARD FARM HONEYBEE SANCTUARY | ||||||
| 445 FLOYD HIGHWAY | FLOYD | VA | 24091 | FOR THE BENEFIT OF ANIMALS | $5,000 | |
| SPECIES SURVIVAL NETWORK | ||||||
| 125896 LIME KILN ROAD | HIGHLAND | MD | 207779556 | FOR THE BENEFIT OF ANIMALS | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,446,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $213,237 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $197,337 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,743 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $301,903 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| MINNEAPOLIS | 14 | $387 |
| AIG SEC LIT | 14 | $109 |
| BOA SEC LIT | 14 | $6,381 |
| CITIGROUP | 14 | $46 |
| HEWLETT PACKARD SEC | 14 | $265 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $735,408 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $735,408 | 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 | $9,850 | Amt |
| Net Investment Income | $9,850 | 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 | $121 | 200DB | 5.0000 | $17 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LAZARD US CORP INCOME PORT INST | $796,279 | $753,263 |
| LAZARD CORE FIXED INCOME PORT-PTR | $7,063,574 | $6,982,029 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC | $46,621 | $208,692 |
| ALPHABET INC | $76,690 | $248,963 |
| AMERICAN EXPRESS CO | $126,052 | $190,567 |
| AMERIPRISE FINANCIAL INC | $56,140 | $117,062 |
| APPLE INC | $210,030 | $607,876 |
| APPLIED MATERIALS INC | $109,570 | $106,419 |
| AT&T INC | $75,787 | $103,230 |
| AUTOZONE INC | $144,635 | $222,573 |
| BANK OF AMERICA CORP | $191,780 | $226,953 |
| BOEING CO | $43,429 | $93,983 |
| CATERPILLAR INC | ||
| CHARLES SCHWAB CORP | $123,879 | $141,599 |
| CISCO SYSTEMS INC | $256,970 | $336,722 |
| CITIGROUP INC | $310,357 | $507,150 |
| CITRIX SYSTEMS INC | $88,200 | $113,475 |
| COMCAST CORP SPECIAL CL A | $99,365 | $355,509 |
| CVS CAREMARK CORP | $143,743 | $361,749 |
| DOVER CORP | ||
| EMC CORP | ||
| GOOGLE INC CL A COMMON STOCK | ||
| GOOGLE INC CL C | ||
| HARTFORD FINANCIAL SERVICES GR INC | $89,500 | $109,519 |
| HONEYWELL INTERNATIONAL INC | $102,829 | $336,602 |
| INTEL CORP | $96,314 | $140,212 |
| INTERCONTINENTAL EXCHANGE INC | $170,246 | $256,260 |
| INTERNATIONAL BUSINESS MACHINE CORP | $87,217 | $121,106 |
| JOY GLOBAL INC | ||
| KELLOGG CO | $260,974 | $278,240 |
| KOHL'S CORP | ||
| LAZARD INTL EQUITY PORTFOLIO INSTL S | $1,509,844 | $2,162,952 |
| MASTERCARD INC | $63,952 | $365,100 |
| MCKESSON CORP | $84,248 | $171,590 |
| MICROSOFT CORP | $91,397 | $188,632 |
| MORGAN STANLEY | $135,011 | $193,246 |
| NXP SEMICONDUCTORS NV | $112,294 | $94,781 |
| QUALCOMM INC | $141,211 | $116,215 |
| REALOGY HOLDINGS CORP | ||
| REPUBLIC SERVICES INC CL A | ||
| ROSS STORES INC | $76,765 | $204,478 |
| SYSCO CORP | ||
| TEXAS INSTRUMENTS INC | ||
| TYCO INTERNATIONAL PLC | $119,907 | $92,322 |
| UNION PACIFIC CORP | $168,507 | $150,144 |
| UNITED TECHNOLOGIES CORP | $108,579 | $268,996 |
| VIACOM INC CL B | $116,878 | $100,842 |
| VOYA FINANCIAL INC | $175,949 | $162,404 |
| WAL-MART STORES INC | ||
| XEROX CORP |
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 | $448 | AccumulatedDepreciationAmt |
| Book Value | $12 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT MANAGEMENT FEES | $65,761 | $65,761 |
| FOREIGN DIVIDEND ADR FEES | $4 | $4 |
| INSURANCE | $2,478 | |
| FILING FEES | $750 | |
| OFFICE EXPENSE | $221 | |
| POSTAGE & DELIVERY | $437 | |
| LAZARD CORE K-1 INVESTMENT EX | $7,434 | $7,434 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| LAZARD CORE K-1 ST CAP GAINS | $1,132 | $1,132 |
| LAZARD CORE K-1 LT CAP GAINS | $14,611 | $14,611 |
| MINNEAPOLIS | $387 | $387 |
| AIG SEC LIT | $109 | $109 |
| BOA SEC LIT | $6,381 | $6,381 |
| CITIGROUP | $46 | $46 |
| HEWLETT PACKARD SEC | $265 | $265 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| EXCISE TAXES ON NET INVESTMENT I | $8,435 |
| FOREIGN TAXES WITHHELD ON DIVIDE | $5,230 |
Comments