WINLEY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WINLEY FOUNDATION (EIN 52-1230146)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-02-16
- IRS object ID
- 202630479349100108
- Schema version
- 2025v4.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-16T07:28:34-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | 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 | 5854297759 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 64641 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14624 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHY LISS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 5854297759 | PhoneNum |
| Signature | 2026-02-11 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY J MORABITO CPA | PreparerPersonNm |
| PTIN | P00393052 | PTIN |
| Phone | 5854297759 | PhoneNum |
| Preparation | 2026-02-16 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,187,645 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $275,333 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $275,333 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $157,754 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $157,754 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $481,390 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,455,433 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $481,390 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $914,477 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $914,477 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $45,250 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $45,250 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $11,675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,675 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $61,597 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $103,352 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $103,352 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $221,874 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $160,277 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,468,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,468,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,689,874 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $160,277 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,468,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$775,397 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $754,200 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $423,833 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $242,064 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $242,064 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,232,089 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $953,079 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $955,797 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,264,398 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,849,292 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,536,239 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,273,239 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,373,727 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,451,625 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $1,920 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,920 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,920 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,195,479 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,420,082 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,187,645 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $12,195,479 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,420,082 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,195,479 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,420,082 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,195,479 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,420,082 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,195,479 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$775,397 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,420,082 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,420,082 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 300 SHS ALPHABET INC | P | 2008-10-08 | 2025-09-05 | $70,240 | $2,557 | $67,683 | $67,683 |
| 315,000 UNION PACIFIC CORP NOTE | P | 2017-06-19 | 2025-08-15 | $315,000 | $315,000 | ||
| 150 SHS AMERICAN EXPRESS CO | P | 2011-12-28 | 2025-11-18 | $50,390 | $7,060 | $43,330 | $43,330 |
| 315,000 WASTE MANAGEMENT NOTE | P | 2017-11-20 | 2025-03-01 | $315,000 | $315,000 | ||
| 400 SHS APPLE INC | P | 2013-01-14 | 2025-11-18 | $107,040 | $7,141 | $99,899 | $99,899 |
| 315,000 AMAZON COM INC NOTE | P | 2017-12-20 | 2025-09-05 | $315,000 | $316,583 | -$1,583 | -$1,583 |
| 225 SHS MICROSOFT CORP | P | 2016-02-12 | 2025-11-18 | $110,302 | $11,356 | $98,946 | $98,946 |
| 700,000 US TSY BILL | P | 2024-12-02 | 2025-02-04 | $700,000 | $700,000 | ||
| 600 SHS CISCO SYS INC | P | 2008-07-16 | 2025-11-18 | $46,134 | $12,648 | $33,486 | $33,486 |
| 1,050,000 US TSY BILL | P | 2024-09-05 | 2025-03-06 | $1,050,000 | $1,050,000 | ||
| 700 SHS ALPHABET INC | P | 2015-09-16 | 2025-09-05 | $163,895 | $23,216 | $140,679 | $140,679 |
| 1,700,000 US TSY BILL | P | 2025-03-05 | 2025-11-28 | $1,700,000 | $1,700,000 | ||
| 250 SHS AMAZON COM INC | P | 2020-03-06 | 2025-11-18 | $55,816 | $23,535 | $32,281 | $32,281 |
| MSILF TREASURY SEC | P | $514,708 | $514,708 | ||||
| 100 SHS NORTHROP GRUMMAN CP HLDG CO | P | 2021-01-21 | 2025-11-18 | $57,094 | $29,786 | $27,308 | $27,308 |
| 1000 SHS CVS HEALTH CORP COM | P | 2011-09-15 | 2025-07-11 | $64,630 | $36,917 | $27,713 | $27,713 |
| 5100 SHS INVESCO OPTIMUM YLD DIVERSI | P | 2024-03-12 | 2025-10-28 | $68,850 | $68,736 | $114 | $114 |
| 1500 SHS ISHARES CORE MSCI EAFE ETF | P | 2017-11-17 | 2025-11-18 | $129,510 | $97,013 | $32,497 | $32,497 |
| 5100 SHS INVESCO OPTIMUM YLD DIVERSI | P | 2022-05-31 | 2025-10-28 | $68,851 | $99,536 | -$30,685 | -$30,685 |
| 9800 SHS INVESCO OPTIMUM YLD DIVERSI | P | 2025-01-14 | 2025-10-28 | $132,301 | $132,006 | $295 | $295 |
| 2100 SHS TRADE DESK INC CL A | P | 2024-05-16 | 2025-09-10 | $105,672 | $196,245 | -$90,573 | -$90,573 |
| 315,000 GENL MTRS FIN CO NOTE | P | 2017-06-19 | 2025-07-13 | $315,000 | $315,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $481,390 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $295 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,483 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,483 | SubtotalAmt |
| Tax Based On Investment Income | $10,483 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $48,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $48,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $37,517 | OverpaymentAmt |
| Applied To ES Tax | $37,517 | 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 | DONNA MORABITO | IndividualWithBooksNm |
| Phone | 5854297759 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 | 5.00 | $0 | $0 | $0 |
| HEIDI PRESCOTT | ||||||||
| 1255 23RD STREET NW SUITE 450 | WASHINGTON | DC | 20037 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| DONNA MORABITO | ||||||||
| 2 DOVER COURT | ROCHESTER | NY | 14624 | TREASURER,SE | 20.00 | $45,250 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,651,623 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $532,768 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,184,391 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $17,184,391 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $257,766 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,926,625 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $846,331 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $846,331 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,483 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,483 | TotalTaxAmt |
| Distributable Before Adj | $835,848 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $835,848 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $835,848 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,468,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,468,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $835,848 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $470,138 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $502,930 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $528,266 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $867,971 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $673,002 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,042,307 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,468,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $835,848 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $632,152 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,674,459 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $470,138 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,204,321 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $502,930 | ExcessFromYear4Amt |
| Excess From Year3 | $528,266 | ExcessFromYear3Amt |
| Excess From Year2 | $867,971 | ExcessFromYear2Amt |
| Excess From Year1 | $673,002 | ExcessFromYear1Amt |
| Excess From Current Year | $632,152 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WINLEY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 64641 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14624 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5854297759 | RecipientPhoneNum |
| Recipient Email Address | WINLEYFOUNDATION@GMAILCOM | RecipientEmailAddressTxt |
| Form And Info And Materials | REQUEST AN APPLICATION BY EMAIL TO WINLEYFOUNDATION@GMAIL.COM APPLICATION FORM REQUIRES NAME OF APPLICANT, ADDRESS, TELEPHONE , CONTACT PERSON, GRANT AMOUNT REQUESTED, PROGRAM AND PURPOSE FOR REQUEST,CHARITABLE PURPOSE OF ORGANIZATION, COPY OF IRS LETTER 947 - IRS 501(C)(3)TAX EXEMPT DETERMINATION, MOST RECENT COPY OF YEAR END IRS FORM 990. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATION SUBMISSIONS ACCEPTED IN EARLY FALL WITH DEADLINE DATE IN OCTOBER EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | FOR BENEFIT OF ANIMALS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ANIMAL LEGAL DEFENSE FUND | |||||||||
| PO BOX 96041 | WASHINGTON | DC | 20077 | NONE | PC | FOR THE BENEFIT OF ANIMALS | $15,000 | ||
| ANIMAL OUTLOOK INC | |||||||||
| PO BOX 9773 | WASHINGTON | DC | 20016 | NONE | PC | FOR THE BENEFIT OF ANIMALS | $25,000 | ||
| ANIMAL WELFARE INSTITUTE | |||||||||
| 900 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | NONE | PC | FOR THE BENEFIT OF ANIMALS | $450,000 | ||
| CATSKILL ANIMAL SANCTUARY | |||||||||
| 316 OLD STAGE ROAD | SAUGERTIES | NY | 12477 | NONE | PC | FOR THE BENEFIT OF ANIMALS | $15,000 | ||
| CHIMP HAVEN INC | |||||||||
| 13600 CHIMPANZEE PL | KEITHVILLE | LA | 71047 | NONE | PC | FOR THE BENEFIT OF ANIMALS | $20,000 | ||
| EQUINE RESCUE | |||||||||
| PO BOX 275 | BLOOMINGBURG | NY | 12721 | NONE | PC | FOR THE BENEFIT OF ANIMALS | $25,000 | ||
| FRIENDS OF WASHOE | |||||||||
| PO BOX 728 | ELLENSBURG | WA | 98926 | NONE | PC | FOR THE BENEFIT OF ANIMALS | $38,000 | ||
| GLOBAL FED OF ANIMAL SANCTUARIES | |||||||||
| PO BOX 73308 | PHOENIX | AZ | 85050 | NONE | PC | FOR THE BENEFIT OF ANIMALS | $35,000 | ||
| HEART | |||||||||
| PO BOX 738 | MAMARONECK | NY | 10543 | NONE | PC | FOR THE BENEFIT OF ANIMALS | $90,000 | ||
| HOPE ACRES RESCUE | |||||||||
| PO BOX 2037 | GOOSE CREEK | SC | 29445 | NONE | PC | FOR THE BENEFIT OF ANIMALS | $15,000 | ||
| HOPE'S LEGACY EQUINE RESCUE | |||||||||
| PO BOX 51 | AFTON | VA | 22920 | NONE | PC | FOR THE BENEFIT OF ANIMALS | $15,000 | ||
| HUMANE WORLD FOR ANIMALS | |||||||||
| 1255 23RD ST NW STE 450 | WASHINGTON | DC | 20037 | NONE | PC | FOR THE BENEFIT OF ANIMALS | $450,000 | ||
| INDRALOKA ANIMAL SANCTUARY | |||||||||
| 336 OAK DRIVE | DALTON | PA | 18414 | NONE | PC | FOR THE BENEFIT OF ANIMALS | $10,000 | ||
| LOLLYPOP FARM | |||||||||
| 99 VICTOR ROAD | FAIRPORT | NY | 14450 | NONE | PC | FOR THE BENEFIT OF ANIMALS | $15,000 | HUMANE SOCIETY OF GREATER ROCHESTER | |
| LUCKY ORPHANS HORSE RESCUE INC | |||||||||
| PO BOX 334 | DOVER PLAINS | NY | 12522 | NONE | PC | FOR THE BENEFIT OF ANIMALS | $15,000 | ||
| OKLAHOMA PRIMATE SANCTUARY | |||||||||
| PO BOX 134 | NEWCASTLE | OK | 73065 | NNE | PC | FOR THE BENEFIT OF ANIMALS | $40,000 | ||
| SPECIES SURVIVAL NETWORK | |||||||||
| PO BOX 507 | HIGHLAND | MD | 20777 | NONE | PC | FOR THE BENEFIT OF ANIMALS | $120,000 | ||
| SPIKENARD FARM HONEYBEE SANCTUARY | |||||||||
| 401 HIDEAWAY LANE | FLOYD | VA | 24091 | NONE | PC | FOR THE BENEFIT OF ANIMALS | $10,000 | ||
| UNEXPECTED WILDLIFE RESCUE INC | |||||||||
| PO BOX 765 | NEWFIELD | NJ | 083440765 | NONE | PC | FOR THE BENEFIT OF ANIMALS | $20,000 | ||
| WHALE SANCTUARY PROJECT | |||||||||
| 700 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | NONE | PC | FOR THE BENEFIT OF ANIMALS | $10,000 | SUITE 200 | |
| WILD BIRD FUND | |||||||||
| 565 COLUMBUS AVENUE | NEW YORK | NY | 10024 | NONE | PC | FOR THE BENEFIT OF ANIMALS | $25,000 | ||
| WOODSTOCK FARM SANCTUARY | |||||||||
| 2 RESCUE ROAD | HIGH FALLS | NY | 12440 | NONE | PC | FOR THE BENEFIT OF ANIMALS | $10,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,468,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $275,333 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $157,754 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $481,390 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $914,477 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $914,477 | 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 | $11,675 | Amt |
| Net Investment Income | $11,675 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORP BONDS 335 MORGAN STANLEY | BondNm |
| EOY Book Value | $5,373,727 | EOYBookValueAmt |
| EOYFMV | $5,451,625 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORP STOCK 335 MORGAN STANLEY | StockNm |
| EOY Book Value | $4,849,292 | EOYBookValueAmt |
| EOYFMV | $10,536,239 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $953,079 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $955,797 | USGovtObligationsEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETAINER | Desc |
| BOY Book Value | $1,920 | BOYBookValueAmt |
| EOY Book Value | $1,920 | EOYBookValueAmt |
| EOYFMV | $1,920 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INSURANCE | $1,104 | $1,104 |
| INVESTMENT FEES | $100,918 | $100,918 |
| FILING FEES | $750 | $750 |
| POSTAGE & DELIVERY | $208 | $208 |
| OFFICE SUPPLIES | $372 | $372 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $61,597 | Amt |
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