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WINIARSKI FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
WINIARSKI FAMILY FOUNDATION (EIN 26-0474242)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-30
IRS object ID
202513039349101706
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-30T14:58:04-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN941587502PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1G & J SEIBERLICH & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13264 VILLA LANEAddressLine1Txt
CityNAPACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94558ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN260474242EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WINIARSKI FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWINIBusinessNameControlTxt
Phone7072248822PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15766 SILVERADO TRAILAddressLine1Txt
CityNAPACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94558ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGREG BENNETTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7072248822PhoneNum
Signature2025-10-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKENNETH A RODEPreparerPersonNm
PTINP01219710PTIN
Phone7072247948PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,803,226FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$558,502ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$516,113DividendsRevAndExpnssAmt
Dividends Net Invst Incm$516,113DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,375,893NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$18,944,950GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,375,893CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,450,508TotalRevAndExpnssAmt
Total Net Invst Incm$1,892,006TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,900AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,950AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,950AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$21,101OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$21,101OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$27,650TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,723TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$27,657OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$27,619OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$84,308TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$26,774TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$31,569TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$14,206,820ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$14,206,820ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$14,291,128TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$26,774TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$14,238,389TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$11,840,620ExcessRevenueOverExpensesAmt
Net Investment Income$1,865,232NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,518,028SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,803,226SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,803,226SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$12,106,853CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Other Assets BOY$1,721OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$13,626,602TotalAssetsBOYAmt
Total Assets EOY$1,803,226TotalAssetsEOYAmt
Total Assets EOYFMV$1,803,226TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$17,244OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$17,244TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$13,626,602NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,785,982NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$13,626,602TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,785,982TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,626,602TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,803,226TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,626,602TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$11,840,620ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,785,982SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,785,982TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BANK OF AMERICA - SHORT TERMP$6,089,786$6,049,363$40,423$40,423
BANK OF AMERICA - LONG TERMP$12,855,010$11,519,694$1,335,316$1,335,316
CAPITAL GAINS DIVIDENDSP$154$154$154
FieldValueIRS element (for citing)
Capital Gain Net Income$1,375,893CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$25,927InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$25,927SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$25,927TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,683EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$8,683TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$806EsPenaltyAmt
Tax Due$18,050TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTOM SUNIVILLEIndividualWithBooksNm
Phone7072248822PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15766 SILVERADO TRAILAddressLine1Txt
CityNAPACityNm
State AbbreviationCAStateAbbreviationCd
ZIP945589413ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GREG BENNETT
5766 SILVERADO TRAILNAPACA94558PRESIDENT / DIRECTOR1.00$0$0$0
STACY MADIGAN
5766 SILVERADO TRAILNAPACA94558SECRETARY / DIRECTOR1.00$0$0$0
THOMAS SUNIVILLE
5766 SILVERADO TRAILNAPACA94558CFO / DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,623,454AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,660,627AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,284,081TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,284,081AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$125,000CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,159,081NetVlNoncharitableAssetsAmt
Minimum Investment Return$407,954MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$407,954MinimumInvestmentReturnAmt
Tax Based On Investment Income$25,927TaxBasedOnInvestmentIncomeAmt
Total Tax$25,927TotalTaxAmt
Distributable Before Adj$382,027DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$382,027DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$382,027DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$14,238,389ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$14,238,389QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$382,027DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$8,933ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$3,583ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$42,106ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,966,184ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,020,806TotalExcessDistributionCyovAmt
Qualifying Distributions$14,238,389QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$382,027AppliedToCurrentYearAmt
Remaining Distri From Corpus$13,856,362RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$17,877,168TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$8,933ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$17,868,235ExcessDistriCyovToNextYrAmt
Excess From Year3$3,583ExcessFromYear3Amt
Excess From Year2$42,106ExcessFromYear2Amt
Excess From Year1$3,966,184ExcessFromYear1Amt
Excess From Current Year$13,856,362ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COLORADO MESA UNIVERSITY FOUNDATION
1450 N 12TH STREETGRAND JUNCTIONCO81501NONEPUBLIC CHARITYFINANCIAL SUPPORT FOR THE ORGANIZATION$15,420
EDWARD CHARLES FOUNDATION
269 S BEVERLY DRBEVERLY HILLSCA90212NONEPUBLIC CHARITYFINANCIAL SUPPORT FOR THE ORGANIZATION$8,900
QUEEN OF THE VALLEY MEDICAL CENTER FNDN
PO BOX 2069NAPACA94558NONEPUBLIC CHARITYFINANCIAL SUPPORT FOR THE ORGANIZATION$1,579,500
ST JOHNS COLLEGE
1160 CAMINO CRUZ BLANCASANTA FENM87505NONEPUBLIC CHARITYFINANCIAL SUPPORT FOR THE ORGANIZATION$12,500,000
UC DAVIS FOUNDATION
ONE SHEILDS AVEDAVISCA95616NONEPUBLIC CHARITYFINANCIAL SUPPORT FOR THE ORGANIZATION$53,000
SMITHSONIAN INSTITUTION
PO BOX 37012WASHINGTON DCDC20560NONEPUBLIC CHARITYFINANCIAL SUPPORT FOR THE ORGANIZATION$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$14,206,820TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$516,113ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,375,893ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,892,006ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,892,006TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonWARREN WINIARSKI VANGUARD TRUSTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3327AddressLine1Txt
CityYOUNTVILLECityNm
State AbbreviationCAStateAbbreviationCd
ZIP94599ZIPCd
FieldValueIRS element (for citing)
Total Contributions$558,502TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$7,900Amt
Net Investment Income$3,950NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,950DisbursementsCharitablePrpsAmt

Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt

FieldValueIRS element (for citing)
Short ExplanationAPPROXIMATELY $25,000 HELD IN CASH FOR 2025 CHARITABLE DISTRIBUTIONS AND $100,000 FOR 2025 ADMINISTRATIVE EXPENSES.ShortExplanationTxt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescEXCISE TAX RECEIVABLEDesc
BOY Book Value$1,721BOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAXES, LICENSE AND FILING FEES$100$0$100
LEGAL EXPENSES$27,519$0$27,519
PENALTIES$38$0$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescEXCISE TAX PAYABLEDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$17,244EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$21,101Amt
Net Investment Income$21,101NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$1,723$1,723$0
EXCISE TAX$25,927$0$0

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