Civic Intelligence

Windsong Trust

990T • Fiscal year 2023 • EIN 56-2461733

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profile

View Organization Page

838 Manhattan Beach BlvdManhattan Beach, CA 90266-4933

(310) 747-4600

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600M$400M$200M$0Assets 2011: $481,660,360Liabilities 2011: $410,9892011Assets 2012: $461,156,469Liabilities 2012: $369,1262012Assets 2013: $448,727,841Liabilities 2013: $562,049Net Assets 2013: $448,165,7922013Assets 2014: $439,651,073Liabilities 2014: $596,953Net Assets 2014: $439,054,1202014Assets 2015: $430,151,503Liabilities 2015: $346,141Net Assets 2015: $429,805,3622015Assets 2016: $422,746,435Liabilities 2016: $334,640Net Assets 2016: $422,411,7952016Assets 2017: $422,433,190Liabilities 2017: $412,871Net Assets 2017: $422,020,3192017Assets 2018: $417,419,789Liabilities 2018: $339,184Net Assets 2018: $417,080,6052018Assets 2019: $414,507,711Liabilities 2019: $382,016Net Assets 2019: $414,125,6952019Assets 2020: $405,765,254Liabilities 2020: $386,411Net Assets 2020: $405,378,8432020Assets 2021: $426,534,426Liabilities 2021: $407,842Net Assets 2021: $426,126,5842021Assets 2022: $432,637,568Liabilities 2022: $421,285Net Assets 2022: $432,216,2832022Assets 2023: $429,269,787Liabilities 2023: $344,355Net Assets 2023: $428,925,4322023Assets 2024: $431,816,579Liabilities 2024: $928,994Net Assets 2024: $430,887,5852024

Latest loaded filing

2024

Assets$431,816,579
Liabilities$928,994
Net Assets$430,887,585
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20M-$40MRevenue 2011: $2,220,336Expenses 2011: $23,478,842Net Income 2011: -$21,258,5062011Revenue 2012: $7,004,828Expenses 2012: $27,401,704Net Income 2012: -$20,396,8762012Revenue 2013: $15,046,438Expenses 2013: $27,663,943Net Income 2013: -$12,617,5052013Revenue 2014: $19,100,815Expenses 2014: $28,211,697Net Income 2014: -$9,110,8822014Revenue 2015: $19,336,963Expenses 2015: $28,584,034Net Income 2015: -$9,247,0712015Revenue 2016: $20,767,850Expenses 2016: $28,157,752Net Income 2016: -$7,389,9022016Revenue 2017: $27,241,140Expenses 2017: $27,595,963Net Income 2017: -$354,8232017Revenue 2018: $23,391,076Expenses 2018: $28,328,817Net Income 2018: -$4,937,7412018Revenue 2019: $25,208,720Expenses 2019: $28,088,559Net Income 2019: -$2,879,8392019Revenue 2020: $18,185,105Expenses 2020: $26,955,667Net Income 2020: -$8,770,5622020Revenue 2021: $49,190,132Expenses 2021: $28,467,282Net Income 2021: $20,722,8502021Revenue 2022: $36,236,726Expenses 2022: $30,151,551Net Income 2022: $6,085,1752022Revenue 2023: $25,976,766Expenses 2023: $29,275,159Net Income 2023: -$3,298,3932023Revenue 2024: $30,539,238Expenses 2024: $28,537,628Net Income 2024: $2,001,6102024

Latest loaded filing

2024

Revenue$30,539,238
Expenses$28,537,628
Net Income$2,001,610
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v7.0
Filing and Contact Details

Filer

Filer Name
Windsong Trust
EIN
56-2461733
Phone
3107474600
Address
838 MANHATTAN BEACH BLVD, MANHATTAN BEACH, CA 90266-4933

Signing Officer

Name
Gigi Osco-bingemann
Title
Co-trustee
Phone
3107474600
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Cohnreznick Llp
Address
621 CAPITOL MALL SUITE 2150, SACRAMENTO, CA 95814
Preparer
Laura Kielczewski
Phone
9164429100
Raw XML Appendix96 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt0212858
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetSTCapitalGainOrLossAmt03624
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt0216482
IRS1041ScheduleD/Form4797GainOrLossAmt064250
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt0212858
IRS1041ScheduleD/NetLTGainOrLossFromSchK1Amt0148608
IRS1041ScheduleD/NetSTCapitalGainOrLossAmt03624
IRS1041ScheduleD/NetSTGainOrLossFromSchK1Amt03624
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt0212858
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt03624
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt0216482
IRS990T/BooksInCareOfDetail/PersonNm0GIGI OSCO-BINGEMANN CO-TRUSTEE
IRS990T/BooksInCareOfDetail/PhoneNum03107474600
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0838 MANHATTAN BEACH BLVD
IRS990T/BooksInCareOfDetail/USAddress/CityNm0MANHATTAN BEACH
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0902664933
IRS990T/BookValueAssetsEOYAmt0512445774
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTaxCreditAmt00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt0216482
IRS990TScheduleA/DepletionAmt0237953
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt066757
IRS990TScheduleA/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/SequenceReferenceNum01
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IRS990TScheduleA/TaxesAndLicensesAmt0272
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt0304982
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
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IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-64250
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0152232
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0152232
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT INCOME FROM LIMITED PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt0-152750
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-152750
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GIGI OSCO-BINGEMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03107474600
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINDSONG TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WIND
ReturnHeader/Filer/EIN0562461733
ReturnHeader/Filer/PhoneNum03107474600
ReturnHeader/Filer/USAddress/AddressLine1Txt0838 MANHATTAN BEACH BLVD
ReturnHeader/Filer/USAddress/CityNm0MANHATTAN BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0902664933
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0221478099
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COHNREZNICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0621 CAPITOL MALL SUITE 2150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095814
ReturnHeader/PreparerPersonGrp/PhoneNum09164429100
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA KIELCZEWSKI
ReturnHeader/ReturnTs02024-11-15T21:32:24-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$432$0.93$431$30.5$28.5$2.00
2023Detailed filing. Detailed filing data is available for this year.$429$0.34$429$26.0$29.3$3.30
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$433$0.42$432$36.2$30.2$6.09
2021Detailed filing. Detailed filing data is available for this year.$427$0.41$426$49.2$28.5$20.7
2020Detailed filing. Detailed filing data is available for this year.$406$0.39$405$18.2$27.0$8.77
2019Detailed filing. Detailed filing data is available for this year.$415$0.38$414$25.2$28.1$2.88
2018Detailed filing. Detailed filing data is available for this year.$417$0.34$417$23.4$28.3$4.94
2017Detailed filing. Detailed filing data is available for this year.$422$0.41$422$27.2$27.6$0.35
2016Detailed filing. Detailed filing data is available for this year.$423$0.33$422$20.8$28.2$7.39
2015Detailed filing. Detailed filing data is available for this year.$430$0.35$430$19.3$28.6$9.25
2014Detailed filing. Detailed filing data is available for this year.$440$0.60$439$19.1$28.2$9.11
2013Detailed filing. Detailed filing data is available for this year.$449$0.56$448$15.0$27.7$12.6
2012Summary only. Only limited summary data is available for this year.$461$0.37$7.00$27.4$20.4
2011Summary only. Only limited summary data is available for this year.$482$0.41$2.22$23.5$21.3