WINLEY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WINLEY FOUNDATION (EIN 52-1230146)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-07
- IRS object ID
- 201531279349100408
- Schema version
- 2014v5.0
- 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 | 2015-05-07T04:53:39-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 8454893373 | PhoneNum |
| Signature | 2015-05-05 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY J MORABITO CPA | PreparerPersonNm |
| PTIN | P00393052 | PTIN |
| Phone | 5854297759 | PhoneNum |
| Preparation | 2015-05-07 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,607,200 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $381,023 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $343,941 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $571,196 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,579,958 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $571,196 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $79,991 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $79,991 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,032,210 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $995,128 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $35,004 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $35,004 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $8,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,350 | AccountingFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $54 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $54 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $14,251 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $20 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $71,898 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $68,184 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $129,577 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $111,592 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,450,445 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,450,445 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,580,022 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $111,592 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,450,445 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$547,812 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $883,536 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,113 | CashBOYAmt |
| Cash EOY | $5,392 | CashEOYAmt |
| Cash EOYFMV | $5,392 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $127,684 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $167,284 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $167,284 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $8,087,868 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $5,845,429 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,037,472 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,294,874 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,731,368 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,036,522 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,139,650 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $460 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $431 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $49 | LandBOYAmt |
| Land EOY | $29 | LandEOYAmt |
| Total Assets BOY | $15,794,511 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,246,699 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,607,200 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $15,794,511 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,246,699 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,794,511 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,246,699 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,794,511 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,246,699 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,794,511 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$547,812 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,246,699 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $15,246,699 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (64 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FEDERAL HOME LN MTG CORP PARTN CTFS | P | 2010-08-17 | 2014-01-15 | $6,073 | $6,072 | $1 | $1 |
| MORGAN STANLEY FLTG RT GLOBAL NTS SE | P | 2012-02-08 | 2014-01-09 | $175,000 | $165,814 | $9,186 | $9,186 |
| FEDERAL HOME LN MTG CORP PARTN CTFS | P | 2011-08-11 | 2014-02-06 | $2,303 | $2,303 | ||
| MOSAIC CO NEW COM | P | 2009-10-16 | 2014-06-06 | $9,731 | $10,382 | -$651 | -$651 |
| AMERIPRISE FINL INC COM | P | 2012-06-21 | 2014-01-16 | $39,786 | $17,863 | $21,923 | $21,923 |
| FEDERAL HOME LN MTG CORP PARTN CTFS | P | 2010-08-17 | 2014-02-18 | $3,323 | $3,323 | ||
| BOTTLING GROUP LLC SENIOR NOTES 5.1 | P | 2009-01-15 | 2014-05-27 | $136,970 | $121,033 | $15,937 | $15,937 |
| FEDERAL HOME LN MTG CORP PARTN CTFS | P | 2011-08-11 | 2014-01-07 | $1,945 | $1,945 | ||
| MACYS INC COM | P | 2012-02-06 | 2014-11-04 | $55,954 | $35,746 | $20,208 | $20,208 |
| AMERICAN EXPRESS COMPANY | P | 2011-03-16 | 2014-01-16 | $26,210 | $12,874 | $13,336 | $13,336 |
| FEDERAL HOME LN MTG CORP PARTN CTFS | P | 2010-07-19 | 2014-01-15 | $7,110 | $7,109 | $1 | $1 |
| FNMA GTD MTG PASS THRU CTFS POOL 9 | P | 2007-09-14 | 2014-02-18 | $42,289 | $38,434 | $3,855 | $3,855 |
| KENTUCKY ASSET / LIABILITY COMMN GEN | P | 2011-08-24 | 2014-04-01 | $44,746 | $55,103 | -$10,357 | -$10,357 |
| MACYS INC COM | P | 2012-02-06 | 2014-11-04 | $145,885 | $92,939 | $52,946 | $52,946 |
| AMERICAN EXPRESS COMPANY | P | 2011-03-15 | 2014-01-16 | $30,579 | $15,293 | $15,286 | $15,286 |
| FEDERAL HOME LN MTG CORP PARTN CTFS | P | 2010-07-19 | 2014-02-18 | $6,972 | $6,972 | ||
| FNMA GTD MTG PASS THRU CTFS POOL 8 | P | 2007-09-14 | 2014-02-14 | $247,842 | $221,090 | $26,752 | $26,752 |
| PEABODY ENERGY CORP COM | P | 2013-03-25 | 2014-03-21 | $66,044 | $87,197 | -$21,153 | -$21,153 |
| LOWES COS INC COM | P | 2011-01-19 | 2014-03-21 | $118,581 | $58,769 | $59,812 | $59,812 |
| LAZARD U.S. CORPORATE INCOME PORTFOL | P | 2007-09-14 | 2014-09-10 | $157,000 | $158,862 | -$1,862 | -$1,862 |
| FNMA GTD MTG PASS THRU CTFS POOL 5 | P | 2007-09-14 | 2014-01-27 | $2,202 | $2,202 | ||
| FNMA GTD MTG PASS THRU CTFS POOL 7 | P | 2007-09-14 | 2014-02-19 | $189,640 | $185,610 | $4,030 | $4,030 |
| COMCAST CORP NEW CL A SPL | P | 2008-02-01 | 2014-01-16 | $72,026 | $25,595 | $46,431 | $46,431 |
| LOWES COS INC COM | P | 2011-01-19 | 2014-01-16 | $48,194 | $24,487 | $23,707 | $23,707 |
| FNMA GTD MTG PASS THRU CTFS POOL 5 | P | 2007-09-14 | 2014-02-25 | $3,119 | $3,119 | ||
| FNMA GTD MTG PASS THRU CTFS POOL 5 | P | 2007-09-14 | 2014-02-14 | $133,246 | $124,835 | $8,411 | $8,411 |
| CITIGROUP INC COM NEW | P | 2012-01-20 | 2014-02-24 | $49,259 | $29,203 | $20,056 | $20,056 |
| KNOWLES CORP COM | P | 2009-10-21 | 2014-10-14 | $9,121 | $5,996 | $3,125 | $3,125 |
| FNMA GTD MTG PASS THRU CTFS POOL 7 | P | 2007-09-14 | 2014-01-27 | $4,072 | $4,072 | ||
| FEDERAL HOME LN MTG CORP PARTN CTFS | P | 2010-07-19 | 2014-02-19 | $273,668 | $268,637 | $5,031 | $5,031 |
| CAPITAL ONE FINL CORP COM | P | 2012-03-19 | 2014-01-07 | $127,517 | $92,220 | $35,297 | $35,297 |
| KNOWLES CORP COM | P | 2009-09-30 | 2014-10-14 | $4,054 | $2,549 | $1,505 | $1,505 |
| FNMA GTD MTG PASS THRU CTFS POOL 7 | P | 2007-09-14 | 2014-02-25 | $5,101 | $5,101 | ||
| FEDERAL HOME LN MTG CORP PARTN CTFS | P | 2010-08-17 | 2014-02-19 | $125,021 | $124,603 | $418 | $418 |
| TJX COMPANIES INC (NEW) | P | 2011-05-19 | 2014-01-07 | $75,890 | $31,340 | $44,550 | $44,550 |
| CONSOL ENERGY INC COM | P | 2014-03-21 | 2014-09-10 | $27,125 | $28,620 | -$1,495 | -$1,495 |
| FNMA GTD MTG PASS THRU CTFS POOL 8 | P | 2007-09-14 | 2014-01-27 | $4,148 | $4,148 | ||
| FNMA GTD MTG PASS THRU CTFS POOL A | P | 2013-05-01 | 2014-02-19 | $211,609 | $216,646 | -$5,037 | -$5,037 |
| TJX COMPANIES INC (NEW) | P | 2011-05-19 | 2014-01-07 | $75,890 | $31,340 | $44,550 | $44,550 |
| CONSOL ENERGY INC COM | P | 2014-03-21 | 2014-09-10 | $2,876 | $3,066 | -$190 | -$190 |
| FNMA GTD MTG PASS THRU CTFS POOL 8 | P | 2007-09-14 | 2014-02-25 | $4,607 | $4,607 | ||
| FNMA GTD MTG PASS THRU CTFS POOL A | P | 2013-05-01 | 2014-02-06 | $1,812 | $1,812 | ||
| TJX COMPANIES INC (NEW) | P | 2010-05-20 | 2014-01-07 | $9,486 | $3,276 | $6,210 | $6,210 |
| CONSOL ENERGY INC COM | P | 2013-03-19 | 2014-09-10 | $23,010 | $20,438 | $2,572 | $2,572 |
| FNMA GTD MTG PASS THRU CTFS POOL 9 | P | 2007-09-14 | 2014-01-27 | $4,531 | $4,531 | ||
| FNMA GTD MTG PASS THRU CTFS POOL A | P | 2013-05-01 | 2014-01-07 | $9,509 | $9,509 | ||
| QUALCOMM INC | P | 2011-07-22 | 2014-06-06 | $16,032 | $11,487 | $4,545 | $4,545 |
| CONSOL ENERGY INC COM | P | 2013-03-19 | 2014-09-09 | $11,628 | $10,219 | $1,409 | $1,409 |
| FNMA GTD MTG PASS THRU CTFS POOL 9 | P | 2007-09-14 | 2014-02-25 | $1,420 | $1,420 | ||
| FNMA GTD MTG PASS THRU CTFS POOL A | P | 2011-03-02 | 2014-02-18 | $215,680 | $207,950 | $7,730 | $7,730 |
| QUALCOMM INC | P | 2010-12-07 | 2014-06-06 | $58,115 | $35,422 | $22,693 | $22,693 |
| CONSOL ENERGY INC COM | P | 2013-03-19 | 2014-09-09 | $15,663 | $13,626 | $2,037 | $2,037 |
| UNITED STATES TREAS NTS 1.750% 05/1 | P | 2014-04-02 | 2014-05-22 | $51,817 | $51,827 | -$10 | -$10 |
| FNMA GTD MTG PASS THRU CTFS POOL A | P | 2011-03-02 | 2014-02-06 | $3,993 | $3,993 | ||
| QUALCOMM INC | P | 2010-09-01 | 2014-06-06 | $80,159 | $40,001 | $40,158 | $40,158 |
| CONSOL ENERGY INC COM | P | 2013-03-18 | 2014-09-09 | $23,494 | $20,934 | $2,560 | $2,560 |
| UNITED STATES TREAS NTS 1.375% 06/3 | P | 2014-04-02 | 2014-05-22 | $1,354,339 | $1,366,284 | -$11,945 | -$11,945 |
| FNMA GTD MTG PASS THRU CTFS POOL A | P | 2011-03-02 | 2014-01-07 | $2,471 | $2,471 | ||
| MOSAIC CO NEW COM | P | 2009-10-16 | 2014-06-06 | $39,011 | $41,528 | -$2,517 | -$2,517 |
| CONSOL ENERGY INC COM | P | 2013-03-18 | 2014-09-09 | $27,439 | $24,423 | $3,016 | $3,016 |
| UNITED STATES TREAS NTS 4.000% 02/1 | P | 2014-04-02 | 2014-02-18 | $495,000 | $507,763 | -$12,763 | -$12,763 |
| FEDERAL HOME LN MTG CORP PARTN CTFS | P | 2011-08-11 | 2014-02-18 | $218,409 | $217,414 | $995 | $995 |
| MOSAIC CO NEW COM | P | 2010-05-27 | 2014-06-06 | $31,625 | $29,382 | $2,243 | $2,243 |
| AMERIPRISE FINL INC COM | P | 2012-06-21 | 2014-09-09 | $112,587 | $45,933 | $66,654 | $66,654 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $571,196 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$39,830 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,361,149 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,548,094 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.069631 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,394,604 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $18,989,369 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.073441 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,354,704 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $18,880,737 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.071751 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,355,431 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,770,806 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.072210 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,030,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,874,106 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057625 | DistributionYr5Rt |
| Total Distribution | 0.344658 | TotalDistributionRt |
| Average Distribution | 0.068932 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $20,046,924 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,381,875 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,835 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,390,710 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,450,445 | 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 | $8,835 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,835 | SubtotalAmt |
| Tax Based On Investment Income | $8,835 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,165 | OverpaymentAmt |
| Applied To ES Tax | $1,165 | 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 | $35,004 | $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 | $19,892,582 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $459,596 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $29 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,352,207 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $20,352,207 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $305,283 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,046,924 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,002,346 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,002,346 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,835 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,835 | TotalTaxAmt |
| Distributable Before Adj | $993,511 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $993,511 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $993,511 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,450,445 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,450,445 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,835 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,441,610 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $993,511 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $146,381 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $426,029 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $421,259 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $455,928 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $403,446 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,853,043 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,450,445 | QualifyingDistributionsAmt |
| Applied To Current Year | $993,511 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $456,934 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,309,977 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $146,381 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,163,596 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $426,029 | ExcessFromYear4Amt |
| Excess From Year3 | $421,259 | ExcessFromYear3Amt |
| Excess From Year2 | $455,928 | ExcessFromYear2Amt |
| Excess From Year1 | $403,446 | ExcessFromYear1Amt |
| Excess From Current Year | $456,934 | 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 (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|
| HUMANE SOCIETY US | |||||||
| 700 PROFESSIONAL DRIVE | SUITE A | GAITHERSBURG | MD | 20879 | FOR THE BENEFIT OF ANIMALS | $400,000 | |
| BORN FREE | |||||||
| PO BOX 22505 | SACRAMENTO | CA | 95822 | FOR THE BENEFIT OF ANIMALS | $75,000 | ||
| ANIMAL WELFARE INSTITUTE | |||||||
| 900 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | FOR THE BENEFIT OF ANIMALS | $400,000 | ||
| INTERNATIONAL PRIMATE PRO | |||||||
| PO BOX 766 | SUMMERVILLE | SC | 29484 | FOR THE BENEFIT OF ANIMALS | $300,000 | ||
| HEART | |||||||
| PO BOX 738 | MAMARONECK | NY | 10543 | FOR THE BENEFIT OF ANIMALS | $50,000 | ||
| CHIMP HAVEN INC | |||||||
| 13600 CHIMPANZEE PLACE | KEITHVILLE | LA | 71047 | FOR THE BENEFIT OF ANIMALS | $30,000 | ||
| EQUINE RESCUE | |||||||
| PO BOX 392 | WALDEN | NY | 12586 | FOR THE BENEFIT OF ANIMALS | $40,000 | ||
| 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 | $70,000 | SANCTUARIES | |
| NYSHA | |||||||
| PO BOX 3068 | KINGSTON | NY | 12402 | FOR THE BENEFIT OF ANIMALS | $7,445 | ||
| SPECIES SURVIVAL NETWORK | |||||||
| 125896 LIME KILN ROAD | HIGHLAND | MD | 207779556 | FOR THE BENEFIT OF ANIMALS | $50,000 | ||
| WOODSTOCK FARM ANIMAL 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 | $1,450,445 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $381,023 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $571,196 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (6 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| WORLDCOM SEC LIT | 14 | $187 |
| WOODRUFF FAIR FD CIVIL ACTI | 14 | $15 |
| WACHOVIA SEC LIT | 14 | $162 |
| CITIGROUP SEC LIT | 14 | $816 |
| DELL SEC LIT | 14 | $123 |
| LAZARD CORE FIXED K-1 INCOM | 14 | $78,688 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,032,210 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,032,210 | 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 | $8,350 | Amt |
| Net Investment Income | $8,350 | 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 | $101 | 200DB | 5.0000 | $20 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY | ||
| MORGAN STANLEY GROUP INC | ||
| CITIGROUP INC | ||
| GOLDMAN SACHS GROUP INC | ||
| BOTTLING GROUP LLC SR NT | ||
| VERIZON COMMUNICATIONS INC | ||
| JPMORGAN CHASE & CO | ||
| WELLS FARGO & CO | ||
| LAZARD US CORP INCOME PORT INST | $894,494 | $904,546 |
| LAZARD CORE FIXED INCOME PORT-PTR | $8,142,028 | $8,235,104 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (50 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EXPRESS CO | $204,305 | $353,552 |
| CVS CAREMARK CORP | $143,743 | $356,347 |
| CATERPILLAR INC | $87,324 | $96,107 |
| COMCAST CORP SPECIAL CL A | $99,365 | $362,659 |
| DOVER CORP | $43,038 | $93,236 |
| INTEL CORP | $96,314 | $147,700 |
| JOY GLOBAL INC | $86,496 | $59,313 |
| KOHL'S CORP | $143,624 | $155,652 |
| MCKESSON CORP | $84,248 | $180,595 |
| MORGAN STANLEY | $135,011 | $235,710 |
| QUALCOMM INC | $141,211 | $172,817 |
| SYSCO CORP | $86,828 | $107,163 |
| TEXAS INSTRUMENTS INC | $85,063 | $139,009 |
| XEROX CORP | $89,702 | $110,880 |
| WAL-MART STORES INC | $177,195 | $292,421 |
| MICROSOFT CORP | $91,397 | $157,930 |
| INTERCONTINENTALEXCHANGE GROUP | ||
| VIACOM INC CL B | $116,878 | $184,362 |
| AT&T INC | $75,787 | $100,770 |
| AMERIPRISE FINANCIAL INC | $56,140 | $145,475 |
| CAPITAL ONE FINANCIAL CORP | ||
| CONSOL ENERGY INC | ||
| GOOGLE INC CL A COMMON STOCK | $46,840 | $145,932 |
| GOOGLE INC CL C | $46,750 | $144,760 |
| MACY'S INC | ||
| MASTERCARD INC | $63,952 | $323,100 |
| REPUBLIC SERVICES INC CL A | $92,749 | $130,813 |
| TYCO INTERNATIONAL PLC | $181,347 | $192,107 |
| ROSS STORES INC | $76,765 | $179,094 |
| TJX COMPANIES INC | ||
| BANK OF AMERICA CORP | $88,088 | $127,913 |
| CHARLES SCHWAB CORP | $141,165 | $147,931 |
| CITIGROUP INC | $310,357 | $530,278 |
| HARTFORD FINANCIAL SERVICES GR INC | $89,500 | $105,059 |
| INTERCONTINENTAL EXCHANGE INC | $170,246 | $219,290 |
| REALOGY HOLDINGS CORP | $92,941 | $111,225 |
| MOSAIC CO | ||
| LAZARD INTL EQUITY PORTFOLIO INSTL S | $1,494,488 | $2,128,464 |
| EMC CORP | ||
| INTERNATIONAL BUSINESS MACHINE CORP | $87,217 | $141,187 |
| APPLE INC | $210,030 | $637,445 |
| AUTOZONE INC | $42,434 | $95,962 |
| BOEING CO | $43,429 | $84,487 |
| CISCO SYSTEMS INC | $256,970 | $344,906 |
| CITRIX SYSTEMS INC | $88,200 | $95,700 |
| EMC CORP | $158,927 | $310,783 |
| HONEYWELL INTERNATIONAL INC | $102,829 | $324,740 |
| LOWE'S COS INC | ||
| PEABODY ENERGY CORP | ||
| UNITED TECHNOLOGIES CORP | $108,579 | $322,000 |
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 | $431 | AccumulatedDepreciationAmt |
| Book Value | $29 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT MANAGEMENT FEES | $68,184 | $68,184 |
| FILING FEES | $750 | |
| OFFICE EXPENSE | $153 | |
| POSTAGE & DELIVERY | $507 | |
| INSURANCE | $2,251 | |
| PENALTIES | $53 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| WORLDCOM SEC LIT | $187 | $187 |
| WOODRUFF FAIR FD CIVIL ACTION | $15 | $15 |
| WACHOVIA SEC LIT | $162 | $162 |
| CITIGROUP SEC LIT | $816 | $816 |
| DELL SEC LIT | $123 | $123 |
| LAZARD CORE FIXED K-1 INCOME | $78,688 | $78,688 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES ON NET INVESTMENT I | CategoryTxt |
| Amt | $14,251 | Amt |
Comments