WINIARSKI FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WINIARSKI FAMILY FOUNDATION (EIN 26-0474242)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201233199349101403
- Schema version
- 2011v1.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T17:07:30-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271145043 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN HOLDER ALFARO & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1344 ADAMS STREET | AddressLine1 |
| City | ST HELENA | City |
| State | CA | State |
| ZIP Code | 94574 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | 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 | 7079442134 | 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 | 7079442134 | Phone |
| Date Signed | 2012-11-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WARREN W WARNER JR | Name |
| PTIN | P00166397 | PTIN |
| Phone | 7079639494 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 19220339 | 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 | 593107 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 593107 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 82645 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 4704459 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 82645 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 675752 | TotalRevenueAndExpenses |
| Total Net Investment Income | 675752 | 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 | 2038 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 153356 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 11061 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 166455 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 959060 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 959060 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1125515 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 959060 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -449763 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 675752 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 15343138 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 14454482 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 14454482 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 4365492 | InvestmentsOtherBOY |
| Investments Other EOY | 4684002 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 4684002 | InvestmentsOtherEOYFMV |
| Other Assets BOY | -38486 | OtherAssetsBOY |
| Other Assets EOY | 81855 | OtherAssetsEOY |
| Other Assets EOYFMV | 81855 | OtherAssetsEOYFMV |
| Total Assets BOY | 19670144 | TotalAssetsBOY |
| Total Assets EOY | 19220339 | TotalAssetsEOY |
| Total Assets EOYFMV | 19220339 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 19670144 | UnrestrictedBOY |
| Unrestricted EOY | 19220339 | UnrestrictedEOY |
| Total Net Assets BOY | 19670144 | TotalNetAssetsBOY |
| Total Net Assets EOY | 19220339 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 19670144 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 19220339 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 19670144 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -449763 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 19220381 | Subtotal |
| Other Decreases | 42 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 19220339 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (13 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| BOFA PRIVATE WEALTH MGMG #4144 | P | 171631 | 164912 | 6719 | 6719 |
| BOFA PRIVATE WEALTH MGMG #4144 | P | 8782 | 8782 | 0 | 0 |
| BOFA PRIVATE WEALTH MGMG #4144 | P | 3952979 | 3898176 | 54803 | 54803 |
| BOFA PRIVATE WEALTH MGMG #4144 | P | 168093 | 168093 | 0 | 0 |
| BOFA PRIVATE WEALTH MGMG #6073 | P | 137770 | 140305 | -2535 | -2535 |
| BOFA PRIVATE WEALTH MGMG #6073 | P | 14725 | 14725 | 0 | 0 |
| BOFA PRIVATE WEALTH MGMG #6073 | P | 95050 | 101367 | -6317 | -6317 |
| BOFA PRIVATE WEALTH MGMG #6073 | P | 13260 | 13260 | 0 | 0 |
| SIT SHORT DURATION GOVERNMENT FUND | P | 1208 | -1208 | -1208 | |
| SIT SHORT DURATION GOVERNMENT FUND | P | 29661 | -29661 | -29661 | |
| ALTERNATIVE INVESTMENTS INSTITUTIONAL, LP | P | 81325 | -81325 | -81325 | |
| ALTERNATIVE INVESTMENTS INSTITUTIONAL, LP | P | 118457 | 118457 | 118457 | |
| CAPITAL GAINS DIVIDENDS | P | 23712 | 23712 | 23712 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 82645 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 938548 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 19398582 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.048382 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 772475 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 19006935 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.040642 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 282190 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 19769448 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.014274 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 0 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3287172 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.0 | DistributionRatioYear4 |
| Total Distribution Ratio | 0.103298 | TotalDistributionRatio |
| Average Distribution Ratio | 0.025825 | AverageDistributionRatio |
| Net Noncharitable Assets | 19938137 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 514902 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 6758 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 521660 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 959060 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 6758 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 6758 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 6758 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 9580 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 9580 | TotalCreditsAndPayments |
| Penalty For Underpayment | 1 | PenaltyForUnderpayment |
| Overpayment | 2821 | Overpayment |
| Amount Credited To Next Year | 2821 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 7079442134 | 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/CFO | 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 | 4511423 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 15730340 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 20241763 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 20241763 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 303626 | CashDeemedCharitable |
| Net Noncharitable Assets | 19938137 | NetNoncharitableAssets |
| Minimum Investment Return | 996907 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 996907 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 6758 | TaxBasedOnInvestmentIncome |
| Total Tax | 6758 | TotalTax |
| Distributable Amount Before Adj | 990149 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 990149 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 990149 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 959060 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 959060 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 6758 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 952302 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 990149 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 958997 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 959060 | QualifyingDistributions |
| Applied To Year1 | 958997 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 63 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 990086 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (46 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| CHAMBER MUSIC NAPA VALLEY | |||||||
| 4375 ATLAS PEAK RD | NAPA | CA | 94558 | PUBLIC CHARITY | TO SUPPORT COMMUNITY CULTURAL ENDEAVORS | $35,000 | |
| CLINIC OLE FOUNDATION | |||||||
| 1141 PEAR TREE LN 100 | NAPA | CA | 94558 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $5,000 | |
| CONSUMER REPORTS | |||||||
| PO BOX 96552 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $250 | |
| COPE FAMILY CENTER | |||||||
| 1340 4TH STREET | NAPA | CA | 94559 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $5,000 | |
| FOUNDATION FOR CULTURAL REVIEW INC | |||||||
| 900 BROADWAY STE 602 | NEW YORK | NY | 100031237 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE NEW CRITERION | $2,500 | |
| IF GIVEN A CHANCE | |||||||
| PO BOX 2607 | NAPA | CA | 94558 | PUBLIC CHARITY | EDUCATIONAL SUPPORT FOR AT RISK TEENAGERS | $20,000 | |
| JACK L DAVIES AG LAND PRESERVATION FUND | |||||||
| 811 JEFFERSON ST | NAPA | CA | 94559 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $5,000 | |
| NAPA VALLEY COMMUNITY FOUNDATION | |||||||
| 3299 CLAREMONT WAY SUITE 2 | NAPA | CA | 94558 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $83,200 | |
| NAPA VALLEY FOOD BANK | |||||||
| 2310 LAUREL STREET STE 1 | NAPA | CA | 94559 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $10,000 | |
| NAPA VALLEY MUSEUM | |||||||
| 55 PRESIDENTS CIRCLE | YOUNTVILLE | CA | 94599 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $6,000 | |
| NATIONAL ASSOC OF SCHOLARS | |||||||
| 1 AIRPORT PLACE SUITE 7 | PRINCETON | NJ | 08540 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $10,000 | |
| NATIONAL AUDOBON SOCIETY | |||||||
| PO BOX 422245 | PALM COAST | FL | 321426696 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $250 | |
| NATIONAL MUSEUM OF AMERICAN HISTORY | |||||||
| PO BOX 37012 MRC619 | WASHINGTON | DC | 200130712 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE FOOD FOR THOUGHT PROJECT | $100,000 | |
| NATIONAL WILDLIFE FEDERATION | |||||||
| PO BOX 1691 | MERRIFIELD | VA | 221161691 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $250 | |
| PACIFIC RESEARCH INSTITUTE | |||||||
| ONE EMBARCADERO CENTER STE 350 | SAN FRANCISCO | CA | 94111 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $10,000 | |
| PARENTS CAN | |||||||
| 3299 CLAREMONT WAY SUITE 3 | NAPA | CA | 94558 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $10,000 | |
| PATHWAY HOME | |||||||
| PO BOX 3930 | YOUNTVILLE | CA | 94599 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $100,000 | |
| PRESCOTT COLLEGE | |||||||
| 220 GROVE AVE | PRESCOTT | AZ | 86301 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $2,500 | |
| QUEEN OF THE VALLEY HOSPITAL | |||||||
| 1000 TRANCAS ST | NAPA | CA | 94558 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $5,000 | |
| REDWOOD MIDDLE SCHOOL PFC | |||||||
| 3600 OXFORD ST | NAPA | CA | 94558 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE PARENT FACULTY CLUB | $3,000 | |
| SIERRA CLUB | |||||||
| 85 SECOND ST 2ND FLOOR | SAN FRANCISCO | CA | 94105 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $10,000 | |
| ST JOHNS COLLEGE | |||||||
| 1160 CAMINO CRUZ BLANCA | SANTA FE | NM | 875054599 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $300,000 | |
| ST MARY'S EPISCOPAL CHURCH | |||||||
| 1917 THIRD ST | NAPA | CA | 94559 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $10,110 | |
| STATUE OF LIBERTY | |||||||
| 292 MADISON AVE FLOOR 14 | NEW YORK | NY | 100177769 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $50,000 | |
| THE POLISH ARTS & CULTURE | |||||||
| 4077 WATERHOUSE RD | OAKLAND | CA | 946021853 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $3,000 | |
| THE SALVATION ARMY | |||||||
| PO BOX 2250 | NAPA | CA | 94558 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $5,000 | |
| UNIVERSITY OF CHICAGO | |||||||
| 5801 SOUTH ELLIS AVE | CHICAGO | IL | 60637 | PUBLIC CHARITY | TO MEET THE CURRENT FINANCIAL NEEDS OF SOCIAL SCIENC | $100,000 | |
| VETERANS HOME OF CA | |||||||
| 100 CALIFORNIA DR | YOUNTVILLE | CA | 94599 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $10,000 | |
| VETERANS OF FOREIGN WARS | |||||||
| PO BOX 8958 | TOPEKA | KS | 666088958 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $250 | |
| WORLD WILDLIFE FUND | |||||||
| 1250 TWENTY-FOURTH ST NW | WASHINGTON | DC | 200777789 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $250 | |
| YOUNTVILLE SCHOOL FOUNDATION | |||||||
| PO BOX 3553 | YOUNTVILLE | CA | 94599 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $5,000 | |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $1,000 | |
| ALS ASSOCIATION | |||||||
| PO BOX 565 | AGOURA HILLS | CA | 91376 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $2,500 | |
| CLAREMONT INSTITUTE | |||||||
| 937 WEST FOOTHILL BLVD STE E | CLAREMONT | CA | 91711 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $10,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5023 | HANGERSTOWN | MD | 21741 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $500 | |
| JUDICIAL WATCH INC | |||||||
| 425 THIRD STREET SW SUITE 800 | WASHINGTON | DC | 20024 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $500 | |
| KQED | |||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $1,000 | |
| LASALLIAN EDUCATION FUND | |||||||
| 100 SHORELINE HWY BUILDING B STE | MILL VALLEY | CA | 94941 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $5,000 | 386 |
| NAPA CITY-COUNTY PUBLIC LIBRARY | |||||||
| 580 COOMBS STREET | NAPA | CA | 94559 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $5,000 | |
| NAPA VALLEY CRIME STOPPERS | |||||||
| 1535 AIRPORT BLVD | NAPA | CA | 94558 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $7,000 | |
| NATIONAL BUREAU OF ASIAN RESEARCH | |||||||
| 1301 PENNSYLVANIA AVE NW STE 305 | WASHINGTON | DC | 20004 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $500 | |
| NATURE CONSERVANCY | |||||||
| 201 MISSION STREET 4TH FLOOR | SAN FRANCISCO | CA | 94105 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $1,000 | |
| NAPA EMERGENCY WOMENS CENTER | |||||||
| 1141 PEAR TREE LN 100 | NAPA | CA | 94558 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $10,000 | |
| SMILE TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $500 | |
| ST HELENA FAMILY CENTER | |||||||
| 1440 SPRING ST | ST HELENA | CA | 94574 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ERIN PEASE FAMILY | $3,000 | |
| WILDLIFE RESCUE CENTER OF NAPA COUNTY | |||||||
| PO BOX 2571 | NAPA | CA | 94558 | PUBLIC CHARITY | FINANCIAL SUPPORT FOR THE ORGANIZATION | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 959060 | 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 | $593,107 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $82,645 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $675,752 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 675752 | 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 | $2,038 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| ALTERNATIVE INVESTMENT | AT COST | 1921736 | 1921736 |
| SIT SHORT DURATION GOVERNMENT FUND | AT COST | 2477127 | 2477127 |
| EMERGING MARKETS FUND | AT COST | 285139 | 285139 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED DEPRECIATION AND TIMING DIFFERENCE | Description |
| BOY Book Value | -38486 | BOYBookValue |
| EOY Book Value | 81855 | EOYBookValue |
| EOYFMV | 81855 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PENALTIES | Description |
| Amount | $42 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| TAXES | 8248 | 0 | 0 |
| FOREIGN TAX | 2698 | 0 | 0 |
| MISC. DEDUCTIONS | 115 | 0 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | Category |
| Amount | $153,356 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments