TY 2013 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bullet

Information about Form 990-PF and its instructions is at www.irs.gov/form990pf.

OMB No. 1545-0052

2013

Open to Public Inspection

For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013

Name of foundation
WINLEY FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)100 NORTH VILLAGE AVE STE 35 Room/suite

City or town, state or province, country, and ZIP or foreign postal code
ROCKVILLE CENTRE, NY115703712

A Employer identification number

52-1230146

B Telephone number (see instructions)

(845) 489-3373

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address changeName change

D 1. Foreign organizations, check here ............. bullet

2. Foreign organizations meeting the 85% test,
check here and attach computation ........... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ......... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trustOther taxable private foundation

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$19,951,653J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ......... bullet

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities......	530,763		478,421
5a	Gross rents..............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		613,471
b	Gross sales price for all assets on line 6a 6,493,442
7	Capital gain net income (from Part IV, line 2)...			613,471
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......		71	71
12	Total. Add lines 1 through 11........	1,144,305		1,091,963
13	Compensation of officers, directors, trustees, etc.	35,004		33,393
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		6,000	5,724
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)		4,861
19	Depreciation (attach schedule) and depletion...		32
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		71,001	67,735
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	116,898		106,852	0
25	Contributions, gifts, grants paid........	1,371,000			1,371,000
26	Total expenses and disbursements. Add lines 24 and 25	1,487,898		106,852	1,371,000
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-343,593
b	Net investment income (if negative, enter -0-)			985,111
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2013)

Form 990-PF (2013)

Page 2

Part II		Balance Sheets	Attached schedules and amounts in the description column should be for end-of-year amounts only. (See instructions.)	Beginning of year	End of year
Part II		Balance Sheets		(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing...............		12,697	2,113	2,113
	2	Savings and temporary cash investments..........		197,879	127,684	127,684
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use...............
	9	Prepaid expenses and deferred charges...........
	10a	Investments—U.S. and state government obligations (attach schedule)		6,611,080	8,087,868	8,095,283
	b	Investments—corporate stock (attach schedule)........		6,442,229	5,845,429	9,922,344
	c	Investments—corporate bonds (attach schedule)........		2,874,138	1,731,368	1,804,229
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans..............
	13	Investments—other (attach schedule)...........
	14	Land, buildings, and equipment: basis 460
		Less: accumulated depreciation (attach schedule) 411		81	49
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)		16,138,104	15,794,511	19,951,653
		17	Accounts payable and accrued expenses..........
18		Grants payable...................
19		Deferred revenue..................
20		Loans from officers, directors, trustees, and other disqualified persons
21		Mortgages and other notes payable (attach schedule)......
22		Other liabilities (describe )
23		Total liabilities (add lines 17 through 22)..........			0
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted....................
	25	Temporarily restricted................
	26	Permanently restricted................
		Foundations that do not follow SFAS 117, check here
		and complete lines 27 through 31.
	27	Capital stock, trust principal, or current funds.........
	28	Paid-in or capital surplus, or land, bldg., and equipment fund
	29	Retained earnings, accumulated income, endowment, or other funds		16,138,104	15,794,511
	30	Total net assets or fund balances (see page 17 of the
		instructions)....................		16,138,104	15,794,511
	31	Total liabilities and net assets/fund balances (see page 17 of
		the instructions)..................		16,138,104	15,794,511

Part III	Analysis of Changes in Net Assets or Fund Balances
1	Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
	with end-of-year figure reported on prior year’s return)...............	1	16,138,104
2	Enter amount from Part I, line 27a.....................	2	-343,593
3	Other increases not included in line 2 (itemize)	3
4	Add lines 1, 2, and 3..........................	4	15,794,511
5	Decreases not included in line 2 (itemize)	5
6	Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.	6	15,794,511

Form 990-PF (2013)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	FG 5 J02774-8980	P	2009-05-06	2013-01-14
b	FHLMC POOL J02774-6771.8753	P	2009-05-06	2013-02-01
c	50402.9396-FNMA POOL 256543	P	2007-09-11	2013-02-13
d	1184.536-LAZARD US CORP INCOME PORT	P	2005-09-30	2013-02-27
e	FNMA POOL 725429-8322.78751	P	2009-05-15	2013-03-01
	FNMA POOL 839035-15138.5408	P	2010-11-10	2013-04-01
	FN 5.5 836178-4456	P	2007-09-11	2013-04-11
	20000-US TREASURY NOTE	P	2012-06-29	2013-05-01
	FHLMC POOL G13844-11573.3515	P	2010-06-23	2013-05-01
	FHLMC POOL A91541-5435.6644	P	2011-08-11	2013-06-01
	FNMA POOL AH3373-5169.422	P	2011-03-02	2013-07-01
	FNMA POOL AH3373-8452.5897	P	2011-03-02	2013-08-01
	FHLMC POOL G13844-10967.1737	P	2010-06-23	2013-09-01
	FNMA POOL 836178-3701.2941	P	2007-09-11	2013-10-01
	200-AMERIPRISE FINANCIAL INC	P	2012-06-21	2013-10-18
	FNMA POOL 555409-2163.84602	P	2009-01-08	2013-11-01
	1092.498-LAZARD US CORP INCOME PORT	P	2006-05-31	2013-11-07
	FNMA POOL 943010-1239.13685	P	2007-09-11	2013-12-01
	FG 4.5 G13844-15532	P	2010-06-23	2013-01-15
	FNMA POOL 839035-7891.387	P	2010-11-10	2013-02-01
	555.713-LAZARD US CORP INCOME PORT I	P	2004-07-30	2013-02-27
	1163.74-LAZARD US CORP INCOME PORT I	P	2005-10-31	2013-02-27
	FNMA POOL AH3373-4844.13035	P	2011-03-02	2013-03-01
	FNMA POOL 943010-96.27825	P	2007-09-11	2013-04-01
	FN 888782-6108	P	2012-08-27	2013-04-11
	135000-US TREASURY NOTE	P	2012-07-26	2013-05-01
	FNMA POOL AC8887-11165.7299	P	2011-08-25	2013-05-01
	FHLMC POOL G13844-8341.0896	P	2010-06-23	2013-06-01
	FNMA POOL AB2128-7167.37755	P	2011-01-05	2013-07-01
	FHLMC POOL G13844-4103.6093	P	2010-06-23	2013-08-01
	FNMA POOL AC8887-6181.8601	P	2011-08-25	2013-09-01
	FNMA POOL AL2363-7337.73575	P	2012-09-19	2013-10-01
	300-CVS CAREMARK CORP	P	2011-09-15	2013-10-18
	FHLMC POOL J02774-6282.1559	P	2009-05-06	2013-11-01
	1072.098-LAZARD US CORP INCOME PORT	P	2006-06-30	2013-11-07
	FHLMC POOL A91541-2232.2264	P	2011-08-11	2013-12-01
	FG 5 A91541-4851	P	2011-08-11	2013-01-15
	FNMA POOL 943010-5444.79795	P	2007-09-11	2013-02-01
	2221.758-LAZARD US CORP INCOME PORT	P	2004-08-31	2013-02-27
	1328.52-LAZARD US CORP INCOME PORT I	P	2005-11-30	2013-02-27
	FNMA POOL AB2128-7286.8155	P	2011-01-05	2013-03-01
	FHLMC POOL G03941-8896.794	P	2011-07-19	2013-04-01
	FN AB2128-11877	P	2011-01-05	2013-04-11
	90000-US TREASURY NOTE	P	2012-08-27	2013-05-01
	FNMA POOL 836178-4694.69945	P	2007-09-11	2013-05-01
	1600-NEWMONT MINING CORP	P	2011-03-31	2013-06-21
	FHLMC POOL G13844-6515.2933	P	2010-06-23	2013-07-01
	FNMA POOL AC8887-74.2183	P	2011-08-25	2013-08-01
	FNMA POOL 836178-16230.40461	P	2007-09-11	2013-09-01
	FNMA POOL 888782-2291.16225	P	2012-08-27	2013-10-01
	800-CISCO SYSTEMS INC	P	2006-08-03	2013-10-18
	FNMA POOL 943010-87.93475	P	2007-09-11	2013-11-01
	1081.445-LAZARD US CORP INCOME PORT	P	2006-07-31	2013-11-07
	FNMA POOL AI2499-1401.36425	P	2013-05-01	2013-12-01
	FG 5 G13298-10517	P	2010-07-20	2013-01-15
	FHLMC POOL G03941-8858.1486	P	2011-07-19	2013-02-01
	1880.6-LAZARD US CORP INCOME PORT IN	P	2004-09-30	2013-02-27
	1162.973-LAZARD US CORP INCOME PORT	P	2005-12-30	2013-02-27
	FHLMC POOL G13844-8171.8186	P	2010-06-23	2013-03-01
	FHLMC POOL FG G08232-6752.6703	P	2010-10-07	2013-04-01
	FN AH3373-1429	P	2011-03-02	2013-04-11
	FHLMC POOL G13298-9874.6404	P	2010-07-20	2013-05-01
	FNMA POOL AL2363-5522.77225	P	2012-09-19	2013-05-01
	425-ORACLE CORP	P	2007-02-26	2013-06-21
	FNMA POOL AC8887-29696.7402	P	2011-08-25	2013-07-01
	FNMA POOL 836178-682.17415	P	2007-09-11	2013-08-01
	FNMA POOL AL2363-1481.52225	P	2012-09-19	2013-09-01
	241066.5649-FNMA POOL AL2363	P	2012-09-19	2013-10-08
	650-COMCAST CORP SPECIAL CL A	P	2008-02-01	2013-10-18
	FHLMC POOL A91541-2894.5094	P	2011-08-11	2013-11-01
	1139.883-LAZARD US CORP INCOME PORT	P	2006-08-31	2013-11-07
	FNMA POOL 725429-5520.91637	P	2009-05-15	2013-12-01
	FG 6 G03941-9132	P	2011-07-19	2013-01-15
	FNMA POOL 256543-1891.641	P	2007-09-11	2013-02-01
	1986.856-LAZARD US CORP INCOME PORT	P	2004-10-29	2013-02-27
	348.895-LAZARD US CORP INCOME PORT I	P	2006-01-31	2013-02-27
	FNMA POOL AC8887-101.9917	P	2011-08-25	2013-03-01
	FHLMC POOL A91541-5234.918	P	2011-08-11	2013-04-01
	FN 5 725429-8216	P	2009-05-15	2013-04-11
	FNMA POOL 555409-5696.37836	P	2009-01-08	2013-05-01
	340-INTERNATIONAL BUSINESS MACHINE C	P	1998-02-26	2013-05-03
	3500-ORACLE CORP	P	2008-11-10	2013-06-21
	FNMA POOL 836178-7826.65114	P	2007-09-11	2013-07-01
	FNMA POOL AL2363-4126.5158	P	2012-09-19	2013-08-01
	55000-US TREASURY NOTE	P	2012-12-31	2013-09-10
	FNMA POOL 555409-3646.79988	P	2009-01-08	2013-10-10
	500-GENERAL MILLS INC	P	2010-08-24	2013-10-18
	FNMA POOL AI2499-3744.77675	P	2013-05-01	2013-11-01
	735.49664-LAZARD US CORP INCOME PORT	P	2006-09-29	2013-11-07
	FNMA POOL AH3373-2604.68745	P	2011-03-02	2013-12-01
	FG 6 G08232-8437	P	2010-10-07	2013-01-15
	FHLMC POOL A91541-4545.4688	P	2011-08-11	2013-02-01
	2139.096-LAZARD US CORP INCOME PORT	P	2004-11-30	2013-02-27
	FNMA POOL 888782-2910.07275	P	2012-08-27	2013-03-01
	FNMA POOL 836178-7843.42258	P	2007-09-11	2013-03-01
	FNMA POOL 725429-9108.0512	P	2009-05-15	2013-04-01
	FN 5.5 555409-3163	P	2009-01-08	2013-04-11
	FHLMC POOL J02774-4429.5661	P	2009-05-06	2013-05-01
	30-INTERNATIONAL BUSINESS MACHINE CO	P	1998-02-26	2013-05-03
	2000-ORACLE CORP	P	2011-07-22	2013-06-21
	FNMA POOL AL2363-7196.4201	P	2012-09-19	2013-07-01
	FNMA POOL AB2128-7432.52745	P	2011-01-05	2013-08-01
	FHLMC POOL G13298-3801.0882	P	2010-07-20	2013-10-01
	FNMA POOL 943010-1432.7696	P	2007-09-11	2013-10-10
	50-GOOGLE INC CL A COMMON STOCK	P	2008-10-08	2013-10-18
	FNMA POOL 725429-4136.70961	P	2009-05-15	2013-11-01
	152566.0347-FHLMC POOL J02774	P	2009-05-06	2013-11-07
	FHLMC POOL G13844-4133.3866	P	2010-06-23	2013-12-01
	650-AMERICAN EXPRESS COMPANY	P	2011-03-15	2013-02-01
	FHLMC POOL FG G08232-6473.1567	P	2010-10-07	2013-02-01
	1899.832-LAZARD US CORP INCOME PORT	P	2004-12-31	2013-02-27
	FNMA POOL AL2363-1869.3694	P	2012-09-19	2013-03-01
	205000-US TREASURY NOTE	P	2012-05-01	2013-03-06
	FNMA POOL AH3373-14375.3133	P	2011-03-02	2013-04-01
	FN 5.5 839035-12235	P	2010-11-10	2013-04-11
	FNMA POOL 839035-3050.2806	P	2010-11-10	2013-05-01
	1075-PNC FINANCIAL SERVICES GROUP	P	2012-03-15	2013-05-03
	2635-ORACLE CORP	P	2012-10-05	2013-06-21
	263045.73105-FNMA POOL AB2128	P	2011-01-05	2013-07-30
	FHLMC POOL G13298-4717.8998	P	2010-07-20	2013-09-01
	FNMA POOL 555409-3431.64482	P	2009-01-08	2013-10-01
	FNMA POOL AI2499-1310.5235	P	2013-05-01	2013-10-10
	450-HONEYWELL INTERNATIONAL INC	P	2009-06-11	2013-10-18
	FNMA POOL AH3373-4618.97645	P	2011-03-02	2013-11-01
	925-BOEING CO	P	2011-08-09	2013-11-18
	FNMA POOL 836178-608.39233	P	2007-09-11	2013-12-01
	500-BOEING	P	2011-08-09	2013-02-01
	FNMA POOL 725429-11289.27703	P	2009-05-15	2013-02-01
	1834.605-LAZARD US CORP INCOME PORT	P	2005-01-31	2013-02-27
	FHLMC POOL G13298-7226.0124	P	2010-07-20	2013-03-01
	725-PARKER HANNIFIN CORP	P	2012-02-21	2013-03-18
	FNMA POOL AB2128-7456.2741	P	2011-01-05	2013-04-01
	FN 6 943010-181	P	2007-09-11	2013-04-11
	FNMA POOL 943010-1475.3932	P	2007-09-11	2013-05-01
	1300-WAL-MART STORES INC	P	2007-05-08	2013-05-03
	FHLMC POOL G13298-9255.75	P	2010-07-20	2013-07-01
	FHLMC POOL G13298-7192.1628	P	2010-07-20	2013-08-01
	FNMA POOL 555409-5985.8581	P	2009-01-08	2013-09-01
	FHLMC POOL J02774-5933.3362	P	2009-05-06	2013-10-01
	FNMA POOL 888782-4277.90805	P	2012-08-27	2013-10-10
	75-MASTERCARD INC	P	2009-06-11	2013-10-18
	FHLMC POOL G13844-10380.2122	P	2010-06-23	2013-11-01
	525-BOEING CO	P	2011-09-01	2013-11-18
	750-COMCAST CORPORATION NEW SPL	P	2008-02-06	2013-02-01
	FNMA POOL AH3373-5671.32985	P	2011-03-02	2013-02-01
	1511.582-LAZARD US CORP INCOME PORT	P	2005-02-28	2013-02-27
	FNMA POOL 555409-4073.4618	P	2009-01-08	2013-03-01
	1565-FREEPORT-MCMORAN COPPER & GOLD	P	2011-10-05	2013-03-25
	FHLMC POOL G13844-14134.571	P	2010-06-23	2013-04-01
	FN ARM AL2363-2773	P	2012-09-19	2013-04-11
	FHLMC POOL G03941-9471.0288	P	2011-07-19	2013-05-01
	695-WAL-MART STORES INC	P	2008-01-25	2013-05-03
	FNMA POOL 555409-4045.7059	P	2009-01-08	2013-07-01
	FNMA POOL 555409-4256.86766	P	2009-01-08	2013-08-01
	FHLMC POOL J02774-3811.1849	P	2009-05-06	2013-09-01
	FNMA POOL 943010-1441.4657	P	2007-09-11	2013-10-01
	FNMA POOL 725429-5718.41106	P	2009-05-15	2013-10-10
	300-ROSS STORES INC	P	2011-07-07	2013-10-18
	FNMA POOL 836178-4019.37781	P	2007-09-11	2013-11-01
	1700-GENERAL MILLS INC	P	2010-08-24	2013-11-22
	500-HONEYWELL INTL INC	P	2008-12-19	2013-02-01
	FNMA POOL AB2128-9280.6032	P	2011-01-05	2013-02-01
	1340.202-LAZARD US CORP INCOME PORT	P	2005-03-31	2013-02-27
	FHLMC POOL J02774-6219.0228	P	2009-05-06	2013-03-01
	1450-UNION PACIFIC CORP	P	2011-10-17	2013-03-25
	FNMA POOL 836178-4779.89169	P	2007-09-11	2013-04-01
	FN VAR AC8887-10209	P	2011-08-25	2013-04-11
	FHLMC POOL A91541-3976.0084	P	2011-08-11	2013-05-01
	1075-PNC FINANCIAL SERVICES GROUP	P	2012-03-15	2013-05-06
	FHLMC POOL J02774-6433.6889	P	2009-05-06	2013-07-01
	FHLMC POOL J02774-3846.8477	P	2009-05-06	2013-08-01
	FNMA POOL 943010-2718.43325	P	2007-09-11	2013-09-01
	FHLMC POOL A91541-3213.4738	P	2011-08-11	2013-10-01
	FNMA POOL AH3373-4753.7965	P	2011-03-02	2013-10-10
	600-UNITED TECHNOLOGIES CORP	P	1998-02-26	2013-10-18
	FNMA POOL 888782-3234.01455	P	2012-08-27	2013-11-01
	40000-US TREASURY NOTE	P	2012-12-31	2013-11-25
	150-IBM	P	2008-12-19	2013-02-01
	FHLMC POOL G13844-10487.4978	P	2010-06-23	2013-02-01
	1371.025-LAZARD US CORP INCOME PORT	P	2005-04-29	2013-02-27
	FNMA POOL 839035-2288.5431	P	2010-11-10	2013-03-01
	150000-US TREASURY NOTE	P	2012-05-01	2013-03-25
	FNMA POOL 888782-4690.31615	P	2012-08-27	2013-04-01
	45000-US TREASURY NOTE	P	2012-05-01	2013-04-16
	FHLMC POOL FG G08232-8294.1711	P	2010-10-07	2013-05-01
	128330.8203-FHLMC POOL FG G08232	P	2010-10-07	2013-05-10
	FNMA POOL 943010-1283.50705	P	2007-09-11	2013-07-01
	FNMA POOL 943010-2978.2236	P	2007-09-11	2013-08-01
	FHLMC POOL A91541-4584.4074	P	2011-08-11	2013-09-01
	FNMA POOL AI2499-1207.36275	P	2013-05-01	2013-10-01
	FNMA POOL AB2128-6704.8725	P	2011-01-05	2013-10-10
	200-UNITED TECHNOLOGIES CORP	P	2003-08-20	2013-10-18
	FNMA POOL AC8887-133.644	P	2011-08-25	2013-11-01
	285000-US TREASURY NOTE	P	2013-01-29	2013-11-25
	500-UNITED TECH CORP	P	2008-12-19	2013-02-01
	FNMA POOL 836178-19985.3402	P	2007-09-11	2013-02-01
	1492.08-LAZARD US CORP INCOME PORT I	P	2005-05-31	2013-02-27
	FNMA POOL 943010-3994.1011	P	2007-09-11	2013-03-01
	725-PARKER HANNIFIN CORP	P	2012-02-21	2013-03-27
	FNMA POOL AL2363-2846.54365	P	2012-09-19	2013-04-01
	100000-US TREASURY NOTE	P	2012-06-08	2013-04-16
	FNMA POOL 888782-4879.1275	P	2012-08-27	2013-05-01
	133514.3325-FHLMC POOL G03941	P	2011-07-19	2013-05-10
	FHLMC POOL A91541-5167.6162	P	2011-08-11	2013-07-01
	FHLMC POOL A91541-4345.376	P	2011-08-11	2013-08-01
	FNMA POOL AI2499-3138.916	P	2013-05-01	2013-09-01
	FNMA POOL 725429-5310.69745	P	2009-05-15	2013-10-01
	FNMA POOL AC8887-237.4993	P	2011-08-25	2013-10-10
	800-CITIGROUP INC	P	2012-01-20	2013-10-18
	687.58636-LAZARD US CORP INCOME PORT	P	2006-01-31	2013-11-07
	50000-US TREASURY NOTE	P	2013-02-13	2013-11-25
	450-WAL-MART STORES INC	P	2008-12-19	2013-02-01
	FNMA POOL 888782-4115.89295	P	2012-08-27	2013-02-01
	1156.921-LAZARD US CORP INCOME PORT	P	2005-06-30	2013-02-27
	FHLMC POOL G03941-9698.6208	P	2011-07-19	2013-03-01
	FHLMC POOL G13298-5231.5348	P	2010-07-20	2013-04-01
	FNMA POOL AC8887-9317.2	P	2011-08-25	2013-04-01
	10000-US TREASURY NOTE	P	2012-06-08	2013-04-17
	FNMA POOL 725429-9877.25351	P	2009-05-15	2013-05-01
	160036.3182-FNMA POOL 839035	P	2010-11-10	2013-05-13
	FNMA POOL AI2499-4784.582	P	2013-05-01	2013-07-01
	FNMA POOL AI2499-2125.96175	P	2013-05-01	2013-08-01
	FNMA POOL 888782-2230.32095	P	2012-08-27	2013-09-01
	FNMA POOL AH3373-368.45655	P	2011-03-02	2013-10-01
	FNMA POOL 836178-11809.38836	P	2007-09-11	2013-10-10
	129736.1747-FNMA POOL AC8887	P	2011-08-25	2013-10-29
	1029.223-LAZARD US CORP INCOME PORT	P	2006-02-28	2013-11-07
	120000-US TREASURY NOTE	P	2013-02-27	2013-11-25
	FHLMC POOL G13298-4603.537	P	2010-07-20	2013-02-01
	FNMA POOL AL2363-4377.5064	P	2012-09-19	2013-02-01
	1200.366-LAZARD US CORP INCOME PORT	P	2005-07-29	2013-02-27
	FHLMC POOL A91541-5511.5922	P	2011-08-11	2013-03-01
	FNMA POOL 555409-5027.84078	P	2009-01-08	2013-04-01
	KY ASSET & LIABILITY FD REV-43373.5	P	2011-08-24	2013-04-01
	85000-US TREASURY NOTE	P	2012-06-29	2013-04-17
	FNMA POOL AH3373-8588.1142	P	2011-03-02	2013-05-01
	FHLMC POOL G13298-7402.0114	P	2010-07-20	2013-06-01
	FNMA POOL 888782-5323.45905	P	2012-08-27	2013-07-01
	FNMA POOL 888782-3514.59615	P	2012-08-27	2013-08-01
	FNMA POOL 725429-8088.88559	P	2009-05-15	2013-09-01
	FHLMC POOL G13844-3966.6113	P	2010-06-23	2013-10-01
	FNMA POOL AL2363-6279.9744	P	2012-09-19	2013-10-10
	237784.49695-FNMA POOL 888782	P	2012-08-27	2013-10-30
	1104.272-LAZARD US CORP INCOME PORT	P	2006-03-31	2013-11-07
	FHLMC POOL G13298-5498.7024	P	2010-07-20	2013-12-01
	FNMA POOL 555409-4506.72992	P	2009-01-08	2013-02-01
	FNMA POOL AC8887-9905.18	P	2011-08-25	2013-02-01
	1059.67-LAZARD US CORP INCOME PORT I	P	2005-08-31	2013-02-27
	FHLMC POOL FG G08232-6089.5476	P	2010-10-07	2013-03-01
	FHLMC POOL J02774-5602.6417	P	2009-05-06	2013-04-01
	FN 5 256543-539	P	2007-09-11	2013-04-11
	200000-PETROHAWK ENERGY CORP	P	2012-09-12	2013-04-25
	FNMA POOL AB2128-6642.2151	P	2011-01-05	2013-05-01
	FHLMC POOL J02774-8428.2858	P	2009-05-06	2013-06-01
	FNMA POOL 725429-7451.40382	P	2009-05-15	2013-07-01
	FNMA POOL 725429-8867.86252	P	2009-05-15	2013-08-01
	FNMA POOL AH3373-1791.87625	P	2011-03-02	2013-09-01
	FNMA POOL AC8887-8433.7652	P	2011-08-25	2013-10-01
	200-VIACOM INC CL B	P	2012-01-12	2013-10-18
	FHLMC POOL G13298-5618.6638	P	2010-07-20	2013-11-01
	1039.538-LAZARD US CORP INCOME PORT	P	2006-04-28	2013-11-07
	FNMA POOL 555409-4235.10664	P	2009-01-08	2013-12-01

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	8,980	9,375	-395
b	6,772	7,070	-298
c	54,388	49,735	4,653
d	5,958	6,302	-344
e	8,323	8,699	-376
	15,139	16,359	-1,220
	4,456	4,403	53
	20,190	21,193	-1,003
	11,573	12,216	-643
	5,436	5,898	-462
	5,169	5,436	-267
	8,453	8,889	-436
	10,967	11,576	-609
	3,701	3,657	44
	19,818	10,207	9,611
	2,164	2,246	-82
	5,472	5,725	-253
	1,239	1,249	-10
	15,532	16,394	-862
	7,891	8,528	-637
	2,795	2,940	-145
	5,854	6,098	-244
	4,844	5,094	-250
	96	97	-1
	6,108	6,547	-439
	138,808	142,941	-4,133
	11,166	11,733	-567
	8,341	8,804	-463
	7,167	7,176	-9
	4,104	4,331	-227
	6,182	6,496	-314
	7,338	7,854	-516
	18,312	11,075	7,237
	6,281	6,558	-277
	5,369	5,553	-184
	2,232	2,422	-190
	4,851	5,264	-413
	5,445	5,489	-44
	11,175	11,864	-689
	6,682	7,001	-319
	7,287	7,296	-9
	8,897	9,770	-873
	11,877	11,892	-15
	93,380	94,936	-1,556
	4,695	4,639	56
	47,846	87,673	-39,827
	6,515	6,877	-362
	74	78	-4
	16,230	16,038	192
	2,291	2,456	-165
	18,440	14,041	4,399
	88	89	-1
	5,416	5,613	-197
	1,401	1,535	-134
	10,517	11,232	-715
	8,858	9,728	-870
	9,459	10,099	-640
	5,850	6,129	-279
	8,172	8,625	-453
	6,753	7,295	-542
	1,429	1,503	-74
	9,875	10,546	-671
	5,523	5,911	-388
	12,859	7,161	5,698
	29,697	31,206	-1,509
	682	674	8
	1,482	1,586	-104
	253,798	258,029	-4,231
	29,635	11,883	17,752
	2,895	3,141	-246
	5,709	5,950	-241
	5,521	5,770	-249
	9,132	10,029	-897
	1,892	1,866	26
	9,994	10,769	-775
	1,755	1,846	-91
	102	107	-5
	5,235	5,680	-445
	8,216	8,587	-371
	5,696	5,914	-218
	69,542	17,935	51,607
	105,896	61,250	44,646
	7,827	7,734	93
	4,127	4,417	-290
	56,267	56,979	-712
	3,647	3,786	-139
	24,587	17,733	6,854
	3,745	4,101	-356
	3,684	3,861	-177
	2,605	2,739	-134
	8,437	9,115	-678
	4,545	4,932	-387
	10,760	11,615	-855
	2,910	3,119	-209
	7,843	7,750	93
	9,108	9,520	-412
	3,163	3,284	-121
	4,430	4,624	-194
	6,136	1,583	4,553
	60,512	64,933	-4,421
	7,196	7,703	-507
	7,433	7,441	-8
	3,801	4,060	-259
	1,433	1,444	-11
	50,117	17,016	33,101
	4,137	4,324	-187
	162,149	159,278	2,871
	4,133	4,363	-230
	38,427	28,401	10,026
	6,473	6,993	-520
	9,556	10,392	-836
	1,869	2,001	-132
	212,326	218,660	-6,334
	14,375	15,117	-742
	12,235	13,222	-987
	3,050	3,296	-246
	73,294	67,827	5,467
	79,725	82,874	-3,149
	275,978	263,363	12,615
	4,718	5,039	-321
	3,432	3,563	-131
	1,311	1,435	-124
	37,754	16,296	21,458
	4,619	4,857	-238
	127,844	55,712	72,132
	608	601	7
	36,959	30,114	6,845
	11,289	11,799	-510
	9,228	9,980	-752
	7,226	7,717	-491
	69,592	65,489	4,103
	7,456	7,465	-9
	181	182	-1
	1,475	1,487	-12
	102,912	62,795	40,117
	9,256	9,885	-629
	7,192	7,681	-489
	5,986	6,214	-228
	5,933	6,194	-261
	4,278	4,585	-307
	53,279	12,790	40,489
	10,380	10,956	-576
	72,560	35,077	37,483
	27,765	13,712	14,053
	5,671	5,964	-293
	7,603	8,253	-650
	4,073	4,229	-156
	51,003	51,409	-406
	14,135	14,919	-784
	2,773	2,968	-195
	9,471	10,401	-930
	55,018	33,780	21,238
	4,046	4,200	-154
	4,257	4,419	-162
	3,811	3,979	-168
	1,441	1,453	-12
	5,718	5,977	-259
	22,192	12,121	10,071
	4,019	3,972	47
	85,179	60,292	24,887
	34,144	16,870	17,274
	9,281	9,292	-11
	6,741	7,090	-349
	6,219	6,492	-273
	199,353	129,807	69,546
	4,780	4,723	57
	10,209	10,728	-519
	3,976	4,314	-338
	73,390	67,827	5,563
	6,434	6,716	-282
	3,847	4,016	-169
	2,718	2,741	-23
	3,213	3,487	-274
	4,754	4,999	-245
	64,313	13,491	50,822
	3,234	3,466	-232
	40,390	41,428	-1,038
	30,526	7,913	22,613
	10,488	11,069	-581
	6,896	7,184	-288
	2,289	2,473	-184
	155,103	159,999	-4,896
	4,690	5,027	-337
	46,381	48,000	-1,619
	8,294	8,961	-667
	139,660	138,658	1,002
	1,284	1,294	-10
	2,978	3,003	-25
	4,584	4,974	-390
	1,207	1,322	-115
	6,705	6,713	-8
	21,438	7,756	13,682
	134	140	-6
	292,830	294,700	-1,870
	44,224	11,242	32,982
	19,985	19,748	237
	7,505	7,878	-373
	3,994	4,027	-33
	64,868	65,489	-621
	2,847	3,047	-200
	103,235	106,251	-3,016
	4,879	5,229	-350
	145,301	146,637	-1,336
	5,168	5,607	-439
	4,345	4,715	-370
	3,139	3,437	-298
	5,311	5,551	-240
	238	250	-12
	40,885	23,363	17,522
	3,444	3,637	-193
	50,488	51,668	-1,180
	31,517	21,737	9,780
	4,116	4,411	-295
	5,819	6,166	-347
	9,699	10,651	-952
	5,232	5,587	-355
	9,317	9,791	-474
	10,779	10,624	155
	9,877	10,323	-446
	175,365	172,954	2,411
	4,785	5,239	-454
	2,126	2,328	-202
	2,230	2,390	-160
	368	387	-19
	11,809	11,669	140
	137,581	136,331	1,250
	5,160	5,460	-300
	121,171	124,023	-2,852
	4,604	4,917	-313
	4,378	4,686	-308
	6,038	6,434	-396
	5,512	5,980	-468
	5,028	5,220	-192
	43,373	44,146	-773
	87,215	90,084	-2,869
	8,588	9,031	-443
	7,402	7,905	-503
	5,323	5,706	-383
	3,515	3,767	-252
	8,089	8,454	-365
	3,967	4,187	-220
	6,280	6,722	-442
	252,052	254,850	-2,798
	5,536	5,847	-311
	5,499	5,873	-374
	4,507	4,679	-172
	9,905	10,409	-504
	5,330	5,690	-360
	6,090	6,579	-489
	5,603	5,849	-246
	539	532	7
	225,302	225,780	-478
	6,642	6,650	-8
	8,428	8,799	-371
	7,451	7,788	-337
	8,868	9,268	-400
	1,792	1,884	-92
	8,434	8,863	-429
	16,732	9,541	7,191
	5,619	6,001	-382
	5,211	5,494	-283
	4,235	4,397	-162

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			-395
b			-298
c			4,653
d			-344
e			-376
			-1,220
			53
			-1,003
			-643
			-462
			-267
			-436
			-609
			44
			9,611
			-82
			-253
			-10
			-862
			-637
			-145
			-244
			-250
			-1
			-439
			-4,133
			-567
			-463
			-9
			-227
			-314
			-516
			7,237
			-277
			-184
			-190
			-413
			-44
			-689
			-319
			-9
			-873
			-15
			-1,556
			56
			-39,827
			-362
			-4
			192
			-165
			4,399
			-1
			-197
			-134
			-715
			-870
			-640
			-279
			-453
			-542
			-74
			-671
			-388
			5,698
			-1,509
			8
			-104
			-4,231
			17,752
			-246
			-241
			-249
			-897
			26
			-775
			-91
			-5
			-445
			-371
			-218
			51,607
			44,646
			93
			-290
			-712
			-139
			6,854
			-356
			-177
			-134
			-678
			-387
			-855
			-209
			93
			-412
			-121
			-194
			4,553
			-4,421
			-507
			-8
			-259
			-11
			33,101
			-187
			2,871
			-230
			10,026
			-520
			-836
			-132
			-6,334
			-742
			-987
			-246
			5,467
			-3,149
			12,615
			-321
			-131
			-124
			21,458
			-238
			72,132
			7
			6,845
			-510
			-752
			-491
			4,103
			-9
			-1
			-12
			40,117
			-629
			-489
			-228
			-261
			-307
			40,489
			-576
			37,483
			14,053
			-293
			-650
			-156
			-406
			-784
			-195
			-930
			21,238
			-154
			-162
			-168
			-12
			-259
			10,071
			47
			24,887
			17,274
			-11
			-349
			-273
			69,546
			57
			-519
			-338
			5,563
			-282
			-169
			-23
			-274
			-245
			50,822
			-232
			-1,038
			22,613
			-581
			-288
			-184
			-4,896
			-337
			-1,619
			-667
			1,002
			-10
			-25
			-390
			-115
			-8
			13,682
			-6
			-1,870
			32,982
			237
			-373
			-33
			-621
			-200
			-3,016
			-350
			-1,336
			-439
			-370
			-298
			-240
			-12
			17,522
			-193
			-1,180
			9,780
			-295
			-347
			-952
			-355
			-474
			155
			-446
			2,411
			-454
			-202
			-160
			-19
			140
			1,250
			-300
			-2,852
			-313
			-308
			-396
			-468
			-192
			-773
			-2,869
			-443
			-503
			-383
			-252
			-365
			-220
			-442
			-2,798
			-311
			-374
			-172
			-504
			-360
			-489
			-246
			7
			-478
			-8
			-371
			-337
			-400
			-92
			-429
			7,191
			-382
			-283
			-162

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	613,471
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . . . .		3	-42,622

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.

Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? Yes No

If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.

1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a) Base period years Calendar year (or tax year beginning in)	(b) Adjusted qualifying distributions	(c) Net value of noncharitable-use assets	(d) Distribution ratio (col. (b) divided by col. (c))
2012	1,394,604	18,989,369	0.073441
2011	1,354,704	18,880,737	0.071751
2010	1,355,431	18,770,806	0.072210
2009	1,030,000	17,874,106	0.057625
2008	1,343,536	20,650,033	0.065062

2	Total of line 1, column (d) ......................	2	0.340089
3	Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by the number of years the foundation has been in existence if less than 5 years. . .	3	0.068018
4	Enter the net value of noncharitable-use assets for 2013 from Part X, line 5.....	4	19,548,094
5	Multiply line 4 by line 3.......................	5	1,329,622
6	Enter 1% of net investment income (1% of Part I, line 27b)...........	6	9,851
7	Add lines 5 and 6.........................	7	1,339,473
8	Enter qualifying distributions from Part XII, line 4..............	8	1,371,000
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.

Form 990-PF (2013)

Page 4

Part VI

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check hereand enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	9,851
	hereand enter 1% of Part I, line 27b...................
c	All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2
3	Add lines 1 and 2............................	3	9,851
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-).	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	9,851
6	Credits/Payments:

a	2013 estimated tax payments and 2012 overpayment credited to 2013	6a	5,600
b	Exempt foreign organizations—tax withheld at source.......	6b
c	Tax paid with application for extension of time to file (Form 8868)	6c
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	5,600
8	Enter any penalty for underpayment of estimated tax. Check hereif Form 2220 is attached.		8	53
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	4,304
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2014 estimated tax	Refunded	11

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of

the instructions for definition)?............................

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument?................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?

If "Yes," complete Part XIV.............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement (see instructions).................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

NONE

The books are in care of bullet

EDWARD J WALSH JR Telephone no. bullet

(516) 442-5412

Located at bullet

100 NORTH VILLAGE AVE STE 35ROCKVILLE CENTRENY ZIP+4 bullet

115703712

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —Check here......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ...... bullet

16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country?

16 No

See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the

foreign country bullet

Form 990-PF (2013)

Page 5

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?.........................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)?.................YesNo

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.).........YesNo

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...

Organizations relying on a current notice regarding disaster assistance check here......... bullet

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2013?.............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2013, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2013?...............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?.........................YesNo

If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2013.)....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?

During the year did the foundation pay or incur any amount to:

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?...............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?........YesNo

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant?............YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?........................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

Form 990-PF (2013)

Page 6

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
CATHY LISS	VICE PRESIDE 3.00	0	0	0
900 PENNSYLVANIA AVENUE SE WASHINGTON,DC20003	VICE PRESIDE 3.00	0	0	0
EDWARD J WALSH JR	SECRETARY 3.00	0	0	0
100 NORTH VILLAGE AVE STE 35 ROCKVILLE CENTRE,NY115703712	SECRETARY 3.00	0	0	0
HEIDI PRESCOTT	PRESIDENT 3.00	0	0	0
700 PROFESSIONAL DRIVE STE A GAITHERSBURG,VA20041	PRESIDENT 3.00	0	0	0
ANNA M BARONE	TREASURER 20.00	35,004	0	0
2028 GAMMON STREET CHARLESTON,SC29414	TREASURER 20.00	35,004	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.		Expenses
1


2


3


4

Form 990-PF (2013)

Page 7

Part IX-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.		Amount
1	N/A
2


All other program-related investments. See page 24 of the instructions.
3

Total. Add lines 1 through 3......................... bullet

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

Average of monthly cash balances.......................

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

Minimum investment return. Enter 5% of line 5..................

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet

and do not complete this part.)

Minimum investment return from Part X, line 6....................

977,405

Tax on investment income for 2013 from Part VI, line 5......

9,851

Income tax for 2013. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

9,851

Distributable amount before adjustments. Subtract line 2c from line 1............

967,554

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

967,554

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,

line 1................................

967,554

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment

income. Enter 1% of Part I, line 27b (see instructions).................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.

Form 990-PF (2013)

Page 8

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(d) 2013
1 Distributable amount for 2013 from Part XI, line 7			967,554
2 Undistributed income, if any, as of the end of 2013:
a Enter amount for 2012 only.......
b Total for prior years:20, 20, 20
3 Excess distributions carryover, if any, to 2013:
a From 2008.......	323,962
b From 2009.......	146,381
c From 2010.......	426,029
d From 2011.......	421,259
e From 2012.......	455,928
fTotal of lines 3a through e.........		1,773,559
4Qualifying distributions for 2013 from Part
XII, line 4: $ 1,371,000
a Applied to 2012, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions)......
c Treated as distributions out of corpus (Election required—see instructions).........
d Applied to 2013 distributable amount.....			967,554
e Remaining amount distributed out of corpus		403,446
5 Excess distributions carryover applied to 2013.
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		2,177,005
b Prior years’ undistributed income. Subtract line 4b from line 2b ...........
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2012. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2013. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2014 ..........			0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (see instructions) .............
8Excess distributions carryover from 2008 not applied on line 5 or line 7 (see instructions) ...		323,962
9Excess distributions carryover to 2014. Subtract lines 7 and 8 from line 6a ......		1,853,043
10 Analysis of line 9:
a Excess from 2009....	146,381
b Excess from 2010....	426,029
c Excess from 2011....	421,259
d Excess from 2012....	455,928
e Excess from 2013....	403,446

Form 990-PF (2013)

Page 9

Part XIV

Private Operating Foundations (see instructions and Part VII-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2013, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2013	(b) 2012	(c) 2011	(d) 2010	(e) Total

b 85% of line 2a .........
c Qualifying distributions from Part XII, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ...........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed...
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XV

Supplementary Information (Complete this part only if the organization had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see instructions) to individuals or organizations under
other conditions, complete items 2a, b, c, and d.

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

ANNA M BARONE
WINLEY FOUNDATION
2517 ROUTE 44 STE 11-199
SALT POINT,NY12578
(845) 489-3373
WINLEYFOUNDATION@AOL.COM

bThe form in which applications should be submitted and information and materials they should include:

TYPEWRITTEN REQUEST TO INCLUDE NAME OF APPLICANT, ADDRESS, TELEPHONE , CONTACT PERSON, REASON FOR REQUEST, CHARITABLE PURPOSE OF ORGANIZATION.

cAny submission deadlines:

NONE

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

NONE

Form 990-PF (2013)

Page 10

Part XV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
HUMANE SOCIETY US 2100 L STREET NW WASHINGTON,DC20037			FOR BENEFIT OF ANIMALS	435,000
ANIMAL WELFARE INSTITUTE 900 PENNSYLVANIA AVE SE WASHINGTON,DC20003			FOR BENEFIT OF ANIMALS	435,000
INTERNATIONAL PRIMATE PRO PO BOX 766 SUMMERVILLE,SC29484			FOR BENEFIT OF ANIMALS	335,000
HEART PO BOX 738 MAMARONECK,NY10543			FOR BENEFIT OF ANIMALS	60,000
CHIMP HAVEN INC 13600 CHIMPANZEE PLACE KEITHVILLE,LA71047			FOR BENEFIT OF ANIMALS	56,000
EQUINE RESCUE PO BOX 392 WALDEN,NY12586			FOR BENEFIT OF ANIMALS	50,000
Total ................................. 3a				1,371,000

bApproved for future payment

Total ................................. 3b

Form 990-PF (2013)

Page 11

Part XVI-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ............
4 Dividends and interest from securities....			14	530,763
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property .............
7 Other investment income.....
8 Gain or (loss) from sales of assets other than inventory .............			18	613,471
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory..
11 Other revenue: aQWEST SEC LITIGATION			14	16
bDELL INC LITIGATION ACCOUNT			14	33
cLEHMAN BROS EQUITY LITIGATION			14	22
d
e
12 Subtotal. Add columns (b), (d), and (e)..				1,144,305

13Total. Add line 12, columns (b), (d), and (e)..................

131,144,305

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2013)

Page 12

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political

Yes

organizations?

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........YesNo

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below (see instr.)? Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name Firm's address			Firm's EIN
				Phone no.

Form 990-PF (2013)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense
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	69	200DB	5.0000	32

Name of Bond	End of Year Book Value	End of Year Fair Market Value
LAZARD HIGH YIELD
BOTTLING GROUP LLC
CITIGROUP INC
GOLDMAN SACHS GROUP INC
JP MORGAN CHASE & CO
MORGAN STANLEY
MORGAN STANLEY GROUP INC
PETROHAWK ENERGY CORP
WELLS FARGO & CO
WELLS FARGO & CO
MORGAN STANLEY	296,418	321,776
MORGAN STANLEY GROUP INC	165,814	175,003
CITIGROUP INC	217,065	227,528
GOLDMAN SACHS GROUP INC	293,623	304,492
BOTTLING GROUP LLC SR NT	121,033	135,500
VERIZON COMMUNICATIONS INC	209,968	205,693
JPMORGAN CHASE & CO	207,389	214,992
WELLS FARGO & CO	220,058	219,245

Name of Stock	End of Year Book Value	End of Year Fair Market Value
LAZARD INTL EQUITY PORTFOLIO I
AMERICAN EXPRESS CO
AMERIPRISE FINANCIAL INC
APPLE INC
AT&T INC
AUTOZONE INC
BOEING CO
CAPITAL ONE FINANCIAL CORP
CATERPILLAR INC
CISCO SYSTEMS INC
CITIGROUP INC
COMCAST CORP - SPECIAL CL A
CVS CAREMARK CORP
DOVER CORP
EMC CORP
FREEPORT MCMORAN COPPER & GO
GENERAL MILLS INC
GOOGLE INC CL A
HONEYWELL INTERNATIONAL INC
INTEL CORP
INTL BUSINESS MACHINES CORP
LOWES COMPANIES INC
MACY'S INC
MASTERCARD INC
MCKESSON CORP
MICROSOFT CORP
MOSAIC CO
NEWMONT MINING CORP
ORACLE CORP
PARKER HANNIFIN CORP
PNC FINANCIAL SERVICES GROUP
QUALCOMM INC
REPUBLIC SERVICES INC CL A
ROSS STORES INC
SYSCO CORP
TEXAS INSTRUMENTS INC
TJX COMPANIES INC NEW
UNION PACIFIC CORP
UNITED TECHNOLOGIES CORP
VIACOM INC CL B
WAL-MART STORES INC
AMERICAN EXPRESS CO	175,868	349,311
CVS CAREMARK CORP	143,743	264,809
CATERPILLAR INC	87,324	95,351
COMCAST CORP SPECIAL CL A	124,960	384,076
DOVER CORP	51,882	125,502
INTEL CORP	96,314	105,657
JOY GLOBAL INC	86,496	74,575
MCKESSON CORP	84,248	140,418
MORGAN STANLEY	135,011	190,512
QUALCOMM INC	228,121	315,563
SYSCO CORP	86,828	97,470
TEXAS INSTRUMENTS INC	85,063	114,166
WAL-MART STORES INC	177,195	267,939
MICROSOFT CORP	91,397	127,262
INTERCONTINENTALEXCHANGE GROUP	88,860	128,204
VIACOM INC CL B	116,878	213,983
AT&T INC	75,787	105,480
AMERIPRISE FINANCIAL INC	119,936	270,368
CAPITAL ONE FINANCIAL CORP	92,220	126,407
CONSOL ENERGY INC	89,640	98,904
GOOGLE INC CL A COMMON STOCK	93,590	308,195
MACY'S INC	128,685	192,240
MASTERCARD INC	63,952	313,298
REPUBLIC SERVICES INC CL A	92,749	107,900
ROSS STORES INC	76,765	142,367
TJX COMPANIES INC	65,955	162,512
BANK OF AMERICA CORP	88,088	111,326
CITIGROUP INC	339,560	562,788
MOSAIC CO	81,292	77,996
LAZARD INTL EQUITY PORTFOLIO INSTL S	1,474,503	2,223,893
EMC CORP	80,579	188,625
INTERNATIONAL BUSINESS MACHINE CORP	87,217	165,062
APPLE INC	210,030	462,916
AUTOZONE INC	42,434	74,081
BOEING CO	43,429	88,719
CISCO SYSTEMS INC	256,970	278,380
HONEYWELL INTERNATIONAL INC	102,829	296,953
LOWE'S COS INC	83,255	168,470
PEABODY ENERGY CORP	87,197	82,026
UNITED TECHNOLOGIES CORP	108,579	318,640

Description	Revenue and Expenses per Books	Net Investment Income
EXPENSES
INVESTMENT MANAGEMENT FEES	66,237	63,190
FILING FEES	750	716
OFFICE EXPENSE	924	881
POSTAGE & DELIVERY	629	600
INSURANCE	2,251	2,148
TELEPHONE	210	200

Description	Revenue And Expenses Per Books	Net Investment Income
QWEST SEC LITIGATION	16	16
DELL INC LITIGATION ACCOUNT	33	33
LEHMAN BROS EQUITY LITIGATION	22	22