WINIARSKI FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WINIARSKI FAMILY FOUNDATION (EIN 26-0474242)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-01
- IRS object ID
- 201933059349100718
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-01T12:34:14-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941587502 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | G & J SEIBERLICH & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3264 VILLA LANE | AddressLine1Txt |
| City | NAPA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94558 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260474242 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINIARSKI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WINI | BusinessNameControlTxt |
| Phone | 7072248822 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5766 SILVERADO TRAIL | AddressLine1Txt |
| City | NAPA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94558 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WARREN WINIARSKI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7072248822 | PhoneNum |
| Signature | 2019-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREG A BENNETT | PreparerPersonNm |
| PTIN | P00052597 | PTIN |
| Phone | 7072247948 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.233.16.142 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-29 | IPDt |
| IP Tm | 13:41:35 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 02A2CFD2A45AA61441B30634BB3DE9DAE77776A8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,555,307 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $447,132 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $407,399 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $386,733 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $851,981 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,378,406 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $851,981 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $65 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $65 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,706,577 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,238,779 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,583 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,583 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,487 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,487 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $63,954 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,886 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $38,025 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,884 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $270 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $270 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $116,807 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $69,257 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,340 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $925,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $925,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,041,807 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $69,257 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $935,340 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $664,770 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,169,522 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,562,714 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,030,507 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,030,507 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $13,320,112 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,388,019 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,514,257 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $964,798 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $939,507 | OtherAssetsBOYAmt |
| Other Assets EOY | -$863,219 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,543 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $18,787,131 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,555,307 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,555,307 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $18,787,131 | UnrestrictedBOYAmt |
| Unrestricted EOY | $17,555,307 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,787,131 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,555,307 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,787,131 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,555,307 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,787,131 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $664,770 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $19,451,901 | SubtotalAmt |
| Other Decreases | $1,896,594 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,555,307 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| US TRUST - SHORT TERM | P | $3,457,444 | $3,497,645 | -$40,201 | -$40,201 |
| US TRUST - LONG TERM | P | $2,639,542 | $2,063,982 | $575,560 | $575,560 |
| PINEHURST INSTITUTIONAL LTD. | P | $1,253,124 | $964,798 | $288,326 | $288,326 |
| CAPITAL GAINS DIVIDENDS | P | $28,296 | $28,296 | $28,296 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $851,981 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $880,108 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,886,036 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049206 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $812,176 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,192,698 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047240 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $888,850 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $18,178,628 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048895 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $939,067 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $19,485,976 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048192 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $347,238 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $18,806,067 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.018464 | DistributionYr5Rt |
| Total Distribution | 0.211997 | TotalDistributionRt |
| Average Distribution | 0.042399 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,893,459 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $758,665 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,695 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $770,360 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $935,340 | 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 | $11,695 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,695 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,695 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,238 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $22,238 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $18 | EsPenaltyAmt |
| Overpayment | $10,525 | OverpaymentAmt |
| Applied To ES Tax | $10,525 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TOM SUNIVILLE | IndividualWithBooksNm |
| Phone | 7072248822 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5766 SILVERADO TRAIL | AddressLine1Txt |
| City | NAPA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945589413 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| WARREN WINIARSKI | ||||||||
| 5766 SILVERADO TRAIL | NAPA | CA | 94558 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| BARBARA WINIARSKI | ||||||||
| 5766 SILVERADO TRAIL | NAPA | CA | 94558 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| GREG BENNETT | ||||||||
| 5766 SILVERADO TRAIL | NAPA | CA | 94558 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STACY MADIGAN | ||||||||
| 5766 SILVERADO TRAIL | NAPA | CA | 94558 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| THOMAS SUNIVILLE | ||||||||
| 5766 SILVERADO TRAIL | NAPA | CA | 94558 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,869,337 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,296,611 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,165,948 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,165,948 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $272,489 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,893,459 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $894,673 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $894,673 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,695 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,695 | TotalTaxAmt |
| Distributable Before Adj | $882,978 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $882,978 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $882,978 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $935,340 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $935,340 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $11,695 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $923,645 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $882,978 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $7,252 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,252 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $935,340 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $882,978 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $52,362 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $59,614 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $59,614 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $7,252 | ExcessFromYear1Amt |
| Excess From Current Year | $52,362 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALDEA | |||||||
| 1546 1ST ST | NAPA | CA | 94559 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $10,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 8180 GREENSBORO DRIVE SUITE 400 | MCLEAN | VA | 22102 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $10,000 |
| CLAREMONT INSTITUTE | |||||||
| 937 WEST FOOTHILL BLVD STE E | CLAREMONT | CA | 91711 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $25,000 |
| COMMUNITY ACTION OF NAPA VALLEY | |||||||
| 2310 LAUREL ST STE 1 | NAPA | CA | 94559 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $10,000 |
| CRUSH MS | |||||||
| 1020 BORRETTE LANE | NAPA | CA | 94558 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $10,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5023 | HAGERSTOWN | MD | 217415023 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $10,000 |
| IF GIVEN A CHANCE | |||||||
| PO BOX 2607 | NAPA | CA | 94558 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $10,000 |
| JUDICAL WATCH INC | |||||||
| 425 THIRD ST SW SUITE 800 | WASHINGTON | DC | 20024 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $10,000 |
| LAND TRUST OF NAPA COUNTY | |||||||
| 1700 SOSCOL AVE SUITE 20 | NAPA | CA | 94559 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $100,000 |
| LANE TECH ALUMNI ASSOCIATION | |||||||
| 3525 W PETERSON AVE STE 105 | CHICAGO | IL | 60659 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $10,000 |
| MANHATTAN INSTITUTE | |||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $10,000 |
| NAPA CITY-COUNTY PUBLIC LIBRARY | |||||||
| 580 COOMBS STREET | NAPA | CA | 94559 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $25,000 |
| NAPA HIGH SCHOOL CHORAL BOOSTERS | |||||||
| 2475 JEFFERSON ST | NAPA | CA | 94558 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $2,500 |
| NAPA VALLEY COLLEGE FOUNDATION | |||||||
| 2277 NAPA-VALLEJO HIGHWAY | NAPA | CA | 94558 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $25,000 |
| NAPA VALLEY FOOD BANK | |||||||
| 607-B AIRPARK BLVD | NAPA | CA | 94558 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $20,000 |
| NAPA VALLEY MUSEUM | |||||||
| PO BOX 3567 | YOUNTVILLE | CA | 94599 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $20,000 |
| NATIONAL ASSOCIATION OF SCHOLARS | |||||||
| 1 AIRPORT PLACE SUITE 7 | PRINCETON | NJ | 08540 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $20,000 |
| NATIONAL AUDUBON SOCIETY | |||||||
| PO BOX 422245 | PALM COAST | FL | 321426696 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $2,000 |
| NEWS | |||||||
| 1141 PEAR TREE LANE SUITE 220 | NAPA | CA | 94558 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $25,000 |
| OLE HEALTH | |||||||
| 1141 PEAR TREE LANE | NAPA | CA | 94558 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $25,000 |
| PACIFIC RESEARCH INSTITUTE | |||||||
| ONE EMBARCADERO CENTER SUITE 350 | SAN FRANCISCO | CA | 94111 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $10,000 |
| PARENTSCAN | |||||||
| 1909 JEFFERSON STREET | NAPA | CA | 94558 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $10,000 |
| POLISH ARTS AND CULTURE FOUNDATION | |||||||
| 4077 WATERHOUSE ROAD | OAKLAND | CA | 94602 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $5,000 |
| QUEEN OF THE VALLEY MEDICAL CENTER FNDN | |||||||
| PO BOX 2069 | NAPA | CA | 94558 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $250,000 |
| SAINT GREGORY OF SINAI MONASTERY | |||||||
| 8252 HARRINGTON FLAT RD | KELSEYVILLE | CA | 95451 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $15,000 |
| SMITHSONIAN INSTITUTION | |||||||
| PO BOX 37012 MRC 712 | WASHINGTON | DC | 200137012 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $50,000 |
| THRESHOLD CHOIR | |||||||
| PO BOX 8496 | SANTA ROSA | CA | 95407 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $500 |
| UC DAVIS FOUNDATION | |||||||
| ONE SHIELDS AVE | DAVIS | CA | 95616 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $100,000 |
| UNIVERSITY OF CHICAGO | |||||||
| 1126 E 59HT STREET SUITE 110 | CHICAGO | IL | 60637 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $100,000 |
| WILDLIFE RESCUE CENTER OF NAPA COUNTY | |||||||
| PO BOX 2571 | NAPA | CA | 94558 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $925,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $407,399 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $851,981 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,259,445 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,259,445 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| BARBARA AND WARREN WINIARSKI | |||||||
| 1 | PO BOX 3327 | YOUNTVILLE | CA | 94599 | $147,132 | Yes (X) | |
| BARBARA AND WARREN WINIARSKI | |||||||
| 2 | PO BOX 3327 | YOUNTVILLE | CA | 94599 | $300,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $147,132 | FairMarketValueAmt |
| Received | 2018-12-17 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,975 | Amt |
| Net Investment Income | $4,487 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,487 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | B OF A US TRUST FDN #6382 | StockNm |
| EOY Book Value | $17,388,019 | EOYBookValueAmt |
| EOYFMV | $16,514,257 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSES | CategoryTxt |
| Legal Fees | $5,583 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,583 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MARKET VALUE ADJUSTMENT | $939,507 | -$873,762 | $0 |
| EXCISE TAX RECEIVABLE | $0 | $10,543 | $10,543 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS ON INVESTMENTS | $1,896,278 |
| PENALTIES | $316 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER ADMINISTRATIVE EXPENSES | $110 | $0 | $110 |
| TAXES, LICENSE AND FILING FEES | $160 | $0 | $160 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $65 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $65 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $65 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $63,954 | Amt |
| Net Investment Income | $55,886 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $8,884 | $8,884 | $0 |
| EXCISE TAX | $29,141 | $0 | $0 |