WINIARSKI FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: WINIARSKI FAMILY FOUNDATION (EIN 26-0474242)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-11-15
IRS object ID: 201313199349102466
Schema version: 2012v2.1
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
Accounting Fees Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Assets Schedule
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-11-15T17:21:54-06:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	941587502	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	G & J SEIBERLICH & CO LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	3264 VILLA LANE	AddressLine1
City	NAPA	City
State	CA	State
ZIP Code	94558	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	260474242	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	WINIARSKI FAMILY FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	WINI	NameControl
Phone	7072248822	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 3327	AddressLine1
City	YOUNTVILLE	City
State	CA	State
ZIP Code	94599	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	WARREN WINIARSKI	Name
Title	PRESIDENT	Title
Phone	7072248822	Phone
Date Signed	2013-11-15	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	GREG A BENNETT	Name
PTIN	P00052597	PTIN
Phone	7072247948	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	18224922	FMVAssetsEOY
Method Of Accounting Accrual	X	MethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Dividends Rev And Expnss	540089	DividendsRevAndExpnss
Dividends Net Invst Incm	540089	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	571399	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	6724361	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	571399	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	1111488	TotalRevenueAndExpenses
Total Net Investment Income	1111488	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	0	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	0	CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss	2317	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	1159	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	1158	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	146697	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	146697	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	0	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	6712	TaxesRevAndExpnss
Taxes Net Invst Incm	3356	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	3356	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	108	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	0	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	108	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	155834	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	151212	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	4622	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	2571900	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	2571900	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	2727734	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	151212	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	2576522	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-1616246	ExcessOfRevenueOverExpenses
Net Investment Income	960276	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	14454482	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	156655	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	156655	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	0	InvestmentsCorpStockBOY
Investments Corp Stock EOY	15154578	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	15154578	InvestmentsCorpStockEOYFMV
Investments Other BOY	4684002	InvestmentsOtherBOY
Investments Other EOY	2913689	InvestmentsOtherEOY
Investments Other EOYFMV	2913689	InvestmentsOtherEOYFMV
Other Assets BOY	81855	OtherAssetsBOY
Other Assets EOY	0	OtherAssetsEOY
Other Assets EOYFMV	0	OtherAssetsEOYFMV
Total Assets BOY	19220339	TotalAssetsBOY
Total Assets EOY	18224922	TotalAssetsEOY
Total Assets EOYFMV	18224922	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	19220339	UnrestrictedBOY
Unrestricted EOY	18224922	UnrestrictedEOY
Total Net Assets BOY	19220339	TotalNetAssetsBOY
Total Net Assets EOY	18224922	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	19220339	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	18224922	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	19220339	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-1616246	ExcessOfRevenueOverExpenses
Other Increases	620829	OtherIncreases
Subtotal	18224922	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	18224922	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (123 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
3MCO	P	2009-03-09	2012-03-06	8521	4206	4315	4315
3MCO	P	2010-01-21	2012-03-06	8521	8302	219	219
3MCO	P	2010-12-08	2012-03-06	8521	8374	147	147
3MCO	P	2010-04-14	2012-03-06	17042	16838	204	204
3MCO	P	2011-01-31	2012-03-06	8521	8763	-242	-242
3MCO	P	2011-02-28	2012-03-06	8521	9230	-709	-709
3MCO MMM	P	2011-04-29	2012-03-06	8521	9702	-1181	-1181
3MCO MMM	P	2011-05-26	2012-03-06	8521	9222	-701	-701
AMERICAN ELECTRIC POWER INC	P	2011-04-29	2012-05-03	3876	3645	231	231
AMERICAN ELECTRIC POWER INC	P	2010-12-22	2012-05-03	7752	7263	489	489
AMERICAN ELECTRIC POWER INC	P	2011-03-18	2012-05-03	7752	6755	997	997
AMERICAN ELECTRIC POWER INC	P	2010-07-21	2012-05-03	38759	35474	3285	3285
AMERICAN ELECTRIC POWER INC	P	2010-12-08	2012-05-03	11628	10661	967	967
AMERICAN ELECTRIC POWER INC	P	2011-02-28	2012-05-03	7752	7149	603	603
AMERICAN ELECTRIC POWER INC AEP	P	2012-02-13	2012-05-03	11628	11908	-280	-280
AT&T INC	P	2011-08-26	2012-07-19	7066	6223	843	843
AT&T INC T	P	2012-02-13	2012-07-19	10599	8992	1607	1607
CELGENE CORP COM	P	2010-12-30	2012-11-15	7361	5959	1402	1402
CELGENECORPCOM CELG	P	2012-06-21	2012-11-15	7361	5947	1414	1414
CONSOLIDATED EDISON INC	P	2011-05-26	2012-02-06	5878	5246	632	632
CONSOLIDATED EDISON INC ED	P	2011-04-29	2012-02-06	5878	5192	686	686
CONSOLIDATED EDISON INC ED	P	2011-03-18	2012-02-06	5878	4988	890	890
CONSOLIDATED EDISON INC ED	P	2011-02-28	2012-02-06	11757	9925	1832	1832
CONSOUDATED EDISON INC	P	2008-04-29	2012-02-06	47027	33278	13749	13749
CONSOUDATED EDISON INC	P	2010-12-30	2012-02-06	11757	9892	1865	1865
EATON CORP	P	2011-04-29	2012-11-30	10381	10973	-592	-592
EATON CORP	P	2010-12-20	2012-11-30	41524	40194	1330	1330
EATON CORP	P	2011-08-26	2012-11-30	10381	10049	332	332
EATON CORP	P	2010-12-30	2012-11-30	10381	10124	257	257
EATON CORP	P	2011-02-28	2012-11-30	10381	10917	-536	-536
EATON CORP	P	2011-09-20	2012-11-30	20762	15810	4952	4952
EATON CORP ETN	P	2012-07-12	2012-11-30	10381	7305	3076	3076
INVESTMENT IN ALT INV	P	2010-01-01	2012-12-31	110548	1	110547	110547
KROGER CO	P	2011-04-29	2012-06-06	10955	12178	-1223	-1223
KROGER CO	P	2011-03-18	2012-06-06	6573	7084	-511	-511
KROGER CO	P	2010-12-30	2012-06-06	6573	6661	-88	-88
KROGER CO	P	2011-01-31	2012-06-06	8764	8605	159	159
KROGER CO	P	2010-12-08	2012-06-06	13146	12447	699	699
KROGER CO	P	2009-09-18	2012-06-06	35056	33169	1887	1887
KROGER CO KR	P	2012-02-13	2012-06-06	8764	9434	-670	-670
KROGER CO KR	P	2011-09-20	2012-06-06	8764	8930	-166	-166
MERCK & COINC MRK	P	2012-06-19	2012-07-19	8782	7852	930	930
PENDING DIRECT MUTUAL FUND PUR	P	2012-12-28	2012-12-31	2001106	2001106	0	0
PIMCO FDS PAC INVT MGMT SER AL	P	2008-04-29	2012-03-06	75694	78689	-2995	-2995
PIMCO FDS PAC INVT MGMT SER AL	P	2008-04-29	2012-04-03	100000	104384	-4384	-4384
PIMCO FDS PAC INVT MGMT SER AL	P	2008-04-29	2012-03-06	24306	25267	-961	-961
PIMCO LOW DURATION FUND	P	2012-07-31	2012-08-20	1579	1588	-9	-9
PIMCO LOW DURATION FUND	P	2011-06-29	2012-09-21	380	379	1	1
PIMCO LOW DURATION FUND	P	2011-06-18	2012-08-20	375	376	-1	-1
PIMCO TOTAL RETURN FUND	P	2012-02-22	2012-12-20	4584	4511	73	73
PIMCO TOTAL RETURN FUND	P	2012-07-02	2012-12-20	4800	4787	13	13
PIMCO TOTAL RETURN FUND	P	2012-12-12	2012-12-20	23694	23757	-63	-63
PIMCO TOTAL RETURN FUND	P	2012-11-30	2012-12-20	263	270	-7	-7
PIMCO TOTAL RETURN FUND	P	2012-05-31	2012-12-20	5373	5349	24	24
PIMCO TOTAL RETURN FUND	P	2012-04-30	2012-12-20	4854	4807	47	47
PIMCO TOTAL RETURN FUND	P	2012-01-31	2012-02-07	4487	4499	-12	-12
PIMCO TOTAL RETURN FUND	P	2012-08-31	2012-12-20	4140	4202	-62	-62
PIMCO TOTAL RETURN FUND	P	2012-10-31	2012-12-20	4894	5006	-112	-112
PIMCO TOTAL RETURN FUND	P	2012-11-30	2012-12-20	867	889	-22	-22
PIMCO TOTAL RETURN FUND	P	2012-11-30	2012-12-20	3888	3988	-100	-100
PIMCO TOTAL RETURN FUND	P	2012-09-30	2012-12-20	3332	3405	-73	-73
PIMCO TOTAL RETURN FUND	P	2012-07-31	2012-12-20	3843	3890	-47	-47
PIMCO TOTAL RETURN FUND	P	2008-05-29	2012-02-07	12805	12643	162	162
PIMCO TOTAL RETURN FUND	P	2009-12-19	2012-02-07	694	685	9	9
PIMCO TOTAL RETURN FUND	P	2010-04-19	2012-02-07	1283	1267	16	16
PIMCO TOTAL RETURN FUND	P	2010-03-17	2012-02-07	5651	5554	97	97
PIMCO TOTAL RETURN FUND	P	2008-04-29	2012-02-07	467511	458237	9274	9274
PIMCO TOTAL RETURN FUND	P	2008-04-29	2012-12-20	12788	12268	520	520
PROFESSIONALLY MANAGED PORTFO	P	2012-12-17	2012-12-27	31286	31398	-112	-112
PROFESSIONALLY MANAGED PORTFO	P	2012-12-17	2012-12-27	42907	43062	-155	-155
PROFESSIONALLY MANAGED PORTFO	P	2011-02-25	2012-12-27	173627	175000	-1373	-1373
PROFESSIONALLY MANAGED PORTFO	P	2011-01-28	2012-12-27	178397	175000	3397	3397
PROFESSIONALLY MANAGED PORTFO	P	2011-03-17	2012-12-27	178725	175000	3725	3725
PROFESSIONALLY MANAGED PORTFO	P	2009-08-03	2012-12-27	126500	100000	26500	26500
PROFESSIONALLY MANAGED PORTFO	P	2010-12-07	2012-12-27	182338	175000	7338	7338
PROFESSIONALLY MANAGED PORTFO	P	2011-09-19	2012-12-27	85368	75000	10368	10368
PROFESSIONALLY MANAGED PORTFO	P	2009-11-30	2012-12-27	116982	100000	16982	16982
PROFESSIONALLY MANAGED PORTFO	P	2009-10-30	2012-12-27	121794	100000	21794	21794
PROFESSIONALLY MANAGED PORTFO	P	2009-09-30	2012-12-27	122330	100000	22330	22330
PROFESSIONALLY MANAGED PORTFO	P	2009-08-31	2012-12-27	125530	100000	25530	25530
PROFESSIONALLY MANAGED PORTFO	P	2011-05-25	2012-12-27	171006	175000	-3994	-3994
PROFESSIONALLY MANAGED PORTFO	P	2011-04-28	2012-12-27	165261	175000	-9739	-9739
PROFESSIONALLY MANAGED PORTFO	P	2010-12-29	2012-12-27	179053	175000	4053	4053
VANGUARD FIXED INCOME SECS FD	P	2009-03-11	2012-05-11	298029	235595	62434	62434
VANGUARD FIXED INCOME SECS FD	P	2009-03-11	2012-05-11	38000	30039	7961	7961
VANGUARD FIXED INCOME SECS FD	P	2009-03-11	2012-05-29	100000	78636	21364	21364
VANGUARD FIXED INCOME SECS FD	P	2009-03-11	2012-06-26	100000	78145	21855	21855
VANGUARD FIXED INCOME SECS FD	P	2009-03-11	2012-07-31	95457	73496	21961	21961
VANGUARD FIXED INCOME SECS FD	P	2009-03-11	2012-10-31	16435	12589	3846	3846
VANGUARD FIXED INCOME SECS FD	P	2009-03-11	2012-11-23	100000	76836	23164	23164
VANGUARD FIXED INCOME SECS FD	P	2009-03-11	2012-11-26	50000	38353	11647	11647
VANGUARD FIXED INCOME SECS FD	P	2009-03-11	2012-12-18	150000	115137	34863	34863
WAL MART STORES INC	P	2011-03-18	2012-04-24	5790	5162	628	628
WAL MART STORES INC	P	2011-02-28	2012-04-24	11580	10417	1163	1163
WAL MART STORES INC	P	2010-01-27	2012-04-24	11580	10670	910	910
WAL MART STORES INC	P	2010-12-30	2012-04-24	5790	5394	396	396
WAL MART STORES INC	P	2010-10-26	2012-04-24	11580	10884	696	696
WAL MART STORES INC	P	2010-12-09	2012-04-24	5790	5471	319	319
WAL MART STORES INC	P	2010-04-14	2012-04-24	5790	5479	311	311
WAL MART STORES INC	P	2010-07-14	2012-04-24	5790	5024	766	766
WAL MART STORES INC	P	2011-01-31	2012-04-24	5790	5611	179	179
WAL MART STORES INC WMT	P	2011-04-29	2012-04-24	11580	10925	655	655
WAL MART STORES INC WMT	P	2011-05-26	2012-04-24	5790	5443	347	347
PIMCO LOW DURATION FUND	P	2012-04-17	2012-08-20	20136	19983	153	153
PIMCO LOW DURATION FUND	P	2011-08-31	2012-08-20	214	212	2	2
PIMCO LOW DURATION FUND	P	2012-04-30	2012-08-20	1854	1845	9	9
PIMCO LOW DURATION FUND	P	2012-05-31	2012-08-20	2883	2870	13	13
PIMCO LOW DURATION FUND	P	2012-07-02	2012-08-20	2523	2513	10	10
PIMCO LOW DURATION FUND	P	2012-07-31	2012-08-20	436	439	-3	-3
PIMCO LOW DURATION FUND	P	2012-08-11	2012-09-21	1600	1600	0	0
PIMCO LOW DURATION FUND	P	2012-04-17	2012-09-21	3020	2958	62	62
PIMCO TOTAL RETURN FUND	P	2012-01-31	2012-02-07	1320	1324	-4	-4
PIMCO TOTAL RETURN FUND	P	2011-12-31	2012-02-07	6250	6126	124	124
PIMCO TOTAL RETURN FUND	P	2012-12-12	2012-12-20	17392	17438	-46	-46
PIMCO TOTAL RETURN FUND	P	2012-03-31	2012-12-20	5290	5178	112	112
STRALEM EQUITY FUND	P	2011-12-16	2012-02-09	106734	100000	6734	6734
STRALEM EQUITY FUND	P	2011-12-23	2012-02-09	1375	1316	59	59
VANGUARD FIXED INCOME SECS FD	P	2012-03-30	2012-05-11	6894	6776	118	118
VANGUARD FIXED INCOME SECS FD	P	2011-12-28	2012-05-11	3117	3031	86	86
VANGUARD FIXED INCOME SECS FD	P	2011-12-28	2012-05-11	36960	35933	1027	1027
VANGUARD FIXED INCOME SECS FD	P	2012-06-29	2012-07-31	4544	4475	69	69
VANGUARD FIXED INCOME SECS FD	P	2012-09-28	2012-10-31	8565	8509	56	56
CAPITAL GAINS DIVIDENDS	P			65674		65674	65674

Field	Value	IRS element (for citing)
Capital Gain Net Income	571399	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	952302	QualifyingDistributionsYear1
Noncharitable Assets Year1	19938137	NoncharitableAssetsYear1
Distribution Ratio Year1	0.047763	DistributionRatioYear1
Qualifying Distributions Year2	938548	QualifyingDistributionsYear2
Noncharitable Assets Year2	19398582	NoncharitableAssetsYear2
Distribution Ratio Year2	0.048382	DistributionRatioYear2
Qualifying Distributions Year3	772475	QualifyingDistributionsYear3
Noncharitable Assets Year3	19006935	NoncharitableAssetsYear3
Distribution Ratio Year3	0.040642	DistributionRatioYear3
Qualifying Distributions Year4	282190	QualifyingDistributionsYear4
Noncharitable Assets Year4	19769448	NoncharitableAssetsYear4
Distribution Ratio Year4	0.014274	DistributionRatioYear4
Qualifying Distributions Year5	0	QualifyingDistributionsYear5
Noncharitable Assets Year5	3287172	NoncharitableAssetsYear5
Distribution Ratio Year5	0.000000	DistributionRatioYear5
Total Distribution Ratio	0.151061	TotalDistributionRatio
Average Distribution Ratio	0.030212	AverageDistributionRatio
Net Noncharitable Assets	18401477	NetNoncharitableAssets
Adjusted Noncharitable Assets	555945	AdjustedNoncharitableAssets
One Percent Net Investment Income	9603	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	565548	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	2576522	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	9603	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	9603	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	9603	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	8260	EstTaxPaymentsAndOverpayment
Total Credits And Payments	8260	TotalCreditsAndPayments
Tax Due	1343	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	1	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	CA	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	STACY MADIGAN	BooksInCareOfPersonName
Books In Care Of Phone Number	7072248822	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	5799 SILVERADO TRAIL	AddressLine1
City	NAPA	City
State	CA	State
ZIP Code	945589413	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	0	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
WARREN WINIARSKI
5766 SILVERADO TRAIL	NAPA	CA	945589413	PRESIDENT	10.00	0	0	0
BARBARA WINIARSKI
5766 SILVERADO TRAIL	NAPA	CA	945589413	SECRETARY/TREASURER	10.00	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	18640255	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	41448	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	18681703	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	18681703	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	280226	CashDeemedCharitable
Net Noncharitable Assets	18401477	NetNoncharitableAssets
Minimum Investment Return	920074	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	920074	MinimumInvestmentReturn
Tax Based On Investment Income	9603	TaxBasedOnInvestmentIncome
Total Tax	9603	TotalTax
Distributable Amount Before Adj	910471	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	910471	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	910471	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	2576522	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	2576522	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	9603	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	2566919	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	910471	DistributableAmountAsAdjusted
Undistributed Income Prior Year	990086	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	2576522	QualifyingDistributions
Applied To Year1	990086	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	910471	AppliedToCurrentYear
Remaining Distri From Corpus	675965	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	675965	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	675965	ExcessDistriCyovToNextYear
Excess From Current Year	675965	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (21 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
CHAMBER MUSIC NAPA VALLEY
4375 ATLAS PEAK RD	NAPA	CA	94558	PUBLIC CHARITY	TO SUPPORT COMMUNITY CULTURAL ENDEAVORS	$35,000
CLAREMONT INSTITUTE
937 WEST FOOTHILL BLVD STE E	CLAREMONT	CA	91711	PUBLIC CHARITY	FINANCIAL SUPPORT FOR THE ORGANIZATION	$10,000
KQED
2601 MARIPOSA STREET	SAN FRANCISCO	CA	94110	PUBLIC CHARITY	FINANCIAL SUPPORT FOR THE ORGANIZATION	$500
NAPA COUNTY REGIONAL PARK & OPEN SPACE
1195 THIRD STREE ROOM 210	NAPA	CA	94559	PUBLIC CHARITY	FINANCIAL SUPPORT FOR THE ORGANIZATION	$50,000
NAPA EMERGENCY WOMENS CENTER
1141 PEAR TREE LN 100	NAPA	CA	94558	PUBLIC CHARITY	FINANCIAL SUPPORT FOR THE ORGANIZATION	$5,000
NAPA HIGH SPIRITLEADERS
2475 JEFFERSON STREET	NAPA	CA	94558	PUBLIC CHARITY	FINANCIAL SUPPORT FOR THE ORGANIZATION	$100
NAPA VALLEY COLLEGE FOUNDATION
2277 NAPA-VALLEJO HIGHWAY	NAPA	CA	94558	PUBLIC CHARITY	FINANCIAL SUPPORT FOR THE TWELFTH NIGHT PRODUCTION	$3,000
NAPA VALLEY COMMUNITY FOUNDATION
3299 CLAREMONT WAY SUITE 2	NAPA	CA	94558	PUBLIC CHARITY	FINANCIAL SUPPORT FOR THE PROJECT RUNAWAY PLEDGE	$17,250
NAPA VALLEY FOOD BANK
2310 LAUREL STREET STE 1	NAPA	CA	94559	PUBLIC CHARITY	FINANCIAL SUPPORT FOR THE ORGANIZATION	$5,000
NAPA VALLEY MUSEUM
55 PRESIDENTS CIRCLE	YOUNTVILLE	CA	94599	PUBLIC CHARITY	FINANCIAL SUPPORT FOR THE ORGANIZATION	$500
NATIONAL ASSOC OF SCHOLARS
1 AIRPORT PLACE SUITE 7	PRINCETON	NJ	08540	PUBLIC CHARITY	FINANCIAL SUPPORT FOR THE ORGANIZATION	$1,000
NATIONAL AUDOBON SOCIETY
PO BOX 422245	PALM COAST	FL	321426696	PUBLIC CHARITY	FINANCIAL SUPPORT FOR THE ORGANIZATION	$300
NATIONAL WILDLIFE FEDERATION
PO BOX 1691	MERRIFIELD	VA	221161691	PUBLIC CHARITY	FINANCIAL SUPPORT FOR THE ORGANIZATION	$250
PARENTS CAN
3299 CLAREMONT WAY SUITE 3	NAPA	CA	94558	PUBLIC CHARITY	FINANCIAL SUPPORT FOR THE ORGANIZATION	$10,000
POLISH ARTS AND CULTURE FOUNDATION
4077 WATERHOUSE ROAD	OAKLAND	CA	94602	PUBLIC CHARITY	FINANCIAL SUPPORT FOR THE ORGANIZATION	$3,000
QUEEN OF THE VALLEY MEDICAL CENTER FOUNDATION
PO BOX 2069	NAPA	CA	94558	PUBLIC CHARITY	FINANCIAL SUPPORT FOR THE ORGANIZATION	$3,000
ST JOHNS COLLEGE
1160 CAMINO CRUZ BLANCA	SANTA FE	NM	875054599	PUBLIC CHARITY	FINANCIAL SUPPORT FOR THE FACILITY CONSTRUCTION	$2,358,000
STATUE OF LIBERTY-ELLIS ISLAND FOUNDATION
17 BATTERY PLACE	NEW YORK	NY	100043507	PUBLIC CHARITY	FINANCIAL SUPPORT FOR THE HURRICANE SANDY RESTORATION	$50,000
UC REGENTS
1111 FRANKLIN ST 12TH FLOOR	OAKLAND	CA	94607	PUBLIC CHARITY	FINANCIAL SUPPORT FOR THE ORGANIZATION	$10,000
WILDLIFE RESCUE CENTER OF NAPA COUNTY
PO BOX 2571	NAPA	CA	94558	PUBLIC CHARITY	FINANCIAL SUPPORT FOR THE ORGANIZATION	$5,000
YOUNTVILLE SCHOOL FOUNDATION
PO BOX 3553	YOUNTVILLE	CA	94599	PUBLIC CHARITY	FINANCIAL SUPPORT FOR THE ORGANIZATION	$5,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	2571900	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$540,089	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$571,399	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$1,111,488	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	1111488	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	Category
Amount	$2,317	Amount
Net Investment Income	1159	NetInvestmentIncome
Disbursements Charitable Prps	1158	DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (2 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
BOFA USTRUST STRALEM #6073	2631674	2631674
BOFA USTRUST GREYCOURT #4144	12522904	12522904

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (3 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
ALTERNATIVE INVESTMENT	AT COST	2033505	2033505
SIT SHORT DURATION GOVERNMENT FUND	AT COST	0	0
EMERGING MARKETS FUND	AT COST	880184	880184

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	UNREALIZED DEPRECIATION AND TIMING DIFFERENCE	Description
BOY Book Value	81855	BOYBookValue
EOY Book Value	0	EOYBookValue
EOYFMV	0	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	OTHER ADMINISTRATIVE EXPENSES	Description
Revenue And Expenses Per Books	108	RevenueAndExpensesPerBooks
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	108	DisbursementsCharitablePrps

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	UNREALIZED GAIN ON INVESTMENTS	Description
Amount	$620,829	Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	MANAGEMENT FEES	Category
Amount	$146,697	Amount
Net Investment Income	146697	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
TAXES	$4,024	2012	2012
FOREIGN TAX	$2,688	1344	1344

WINIARSKI FAMILY FOUNDATION: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (123 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (21 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (2 entries)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (3 entries)

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

Comments