Civic Intelligence

Windy Bay Foundation

990PF • Fiscal year 2012 • EIN 94-2914772

Mar 01, 2011 to Feb 29, 2012 • Filed on Jul 03, 2012

Organization Profile
PO Box 67094574
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

55th percentile

1.6%

Faster asset growth than 55% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,245,444

Up $20,168 (+1.6%) from 2011

Net Assets

Up

$1,245,444

Up $20,168 (+1.6%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$18,204

Down $7,607 (-29%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,225,276Liabilities 2011: $0Net Assets 2011: $1,225,2762011Assets 2012: $1,245,444Liabilities 2012: $0Net Assets 2012: $1,245,4442012Assets 2013: $1,257,540Liabilities 2013: $0Net Assets 2013: $1,257,5402013Assets 2014: $1,303,879Liabilities 2014: $0Net Assets 2014: $1,303,8792014Assets 2015: $1,408,230Liabilities 2015: $0Net Assets 2015: $1,408,2302015Assets 2016: $1,230,166Liabilities 2016: $0Net Assets 2016: $1,230,1662016Assets 2017: $1,275,952Liabilities 2017: $0Net Assets 2017: $1,275,9522017Assets 2018: $1,390,364Liabilities 2018: $0Net Assets 2018: $1,390,3642018Assets 2019: $1,573,063Liabilities 2019: $0Net Assets 2019: $1,573,0632019Assets 2020: $1,664,078Liabilities 2020: $0Net Assets 2020: $1,664,0782020Assets 2021: $1,732,136Liabilities 2021: $0Net Assets 2021: $1,732,1362021Assets 2023: $3,135,062Liabilities 2023: $0Net Assets 2023: $3,135,0622023Assets 2024: $2,843,208Liabilities 2024: $0Net Assets 2024: $2,843,2082024Assets 2025: $1,451,750Liabilities 2025: $0Net Assets 2025: $1,451,7502025

Highlighted filing

2012

Assets$1,245,444
Liabilities$0
Net Assets$1,245,444
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0MExpenses 2011: $25,8112011Expenses 2012: $18,2042012Expenses 2013: $43,8652013Revenue 2014: $90,208Expenses 2014: $43,869Net Income 2014: $46,3392014Revenue 2015: $234,221Expenses 2015: $129,294Net Income 2015: $104,9272015Revenue 2016: $95,569Expenses 2016: $273,039Net Income 2016: -$177,4702016Revenue 2017: $215,262Expenses 2017: $167,839Net Income 2017: $47,4232017Revenue 2018: $239,335Expenses 2018: $123,538Net Income 2018: $115,7972018Revenue 2019: $309,896Expenses 2019: $125,062Net Income 2019: $184,8342019Revenue 2020: $181,314Expenses 2020: $90,277Net Income 2020: $91,0372020Revenue 2021: $157,152Expenses 2021: $89,095Net Income 2021: $68,0572021Revenue 2023: $2,985,286Expenses 2023: $172,857Net Income 2023: $2,812,4292023Revenue 2024: $138,402Expenses 2024: $430,751Net Income 2024: -$292,3492024Revenue 2025: $175,493Expenses 2025: $1,566,884Net Income 2025: -$1,391,3912025

Highlighted filing

2012

Revenue-
Expenses$18,204
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2011 to Feb 29, 2012
Signed
Jul 3, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY ANN MCGUIREPresident-$0--
JAMES A GAMBLECFO-$0--
G THOMAS GAMBLEVP-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSCHEDULE ATTACHED-MAILED UNDER SEPARATE COVERPUBLIC CHARITY501(C)(3)ATTACHED, CA, US$3,125
Filing and Contact Details

Filer

EIN
94-2914772
Raw XML Appendix377 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
AccountingFeesSchedule/AccountingFees/Amount02500
AccountingFeesSchedule/AccountingFees/Category0K.H. WM. KRUEGER, CPA
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps02500
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
DistributionFromCorpusElection/Election0PURSUANT TO IRC 4946(B)(I) THE FOUNDATION ELECTS TO TREAT EXCESS DISTRIBUTION OUT OF CORPUS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue01014817
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV01352494
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0CORPORATE STOCK
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYBookVal00
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYFMV00
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue051677
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV050563
InvestmentsOtherSchedule2/InvestmentsOther/BookValue042327
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV041845
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0FMV
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/RelatedOrExemptFunctionIncome040777
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome0-3844
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/RelatedOrExemptFunctionIncome038
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome036971
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA036971
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps02500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss02500
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps03125
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss03125
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm040777
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss040777
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses018767
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice042094
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm038
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss038
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-3844
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome028882
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps0646
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm0702
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss01348
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm010512
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss010512
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0719
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0719
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps06271
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm011933
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss018204
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome040815
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses036971
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps03146
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm011933
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss015079
IRS990PF/BalanceSheets/CapitalStockBOY01220994
IRS990PF/BalanceSheets/CapitalStockEOY01225276
IRS990PF/BalanceSheets/CashBOY02826
IRS990PF/BalanceSheets/CashEOY015038
IRS990PF/BalanceSheets/CashEOYFMV015038
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0991306
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY01014817
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV01352494
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY051677
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY051677
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV050563
IRS990PF/BalanceSheets/InvestmentsOtherBOY037238
IRS990PF/BalanceSheets/InvestmentsOtherEOY042327
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV041845
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/ReceivablesFromOfficersBOY019750
IRS990PF/BalanceSheets/RetainedEarningsBOY04282
IRS990PF/BalanceSheets/RetainedEarningsEOY020168
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0122479
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0121585
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0121585
IRS990PF/BalanceSheets/TotalAssetsBOY01225276
IRS990PF/BalanceSheets/TotalAssetsEOY01245444
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01581525
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY01225276
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY01245444
IRS990PF/BalanceSheets/TotalNetAssetsBOY01225276
IRS990PF/BalanceSheets/TotalNetAssetsEOY01245444
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-3844
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis024533
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis120423
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-05-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12010-02-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-10-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-10-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0I-SHARES S&P 500
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1GOLDMAN SACHS TRUST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2POWERSHARE-AG FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3POWERSHARE-AG FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4SMITH BARNEY-PASS THRU
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-3840
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-423
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2-934
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3-1402
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss41354
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss51401
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-3840
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1-423
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2-934
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3-1402
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses41354
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses51401
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice020693
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice120000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice21401
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired5P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses018767
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases01401
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01245444
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01225276
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01245444
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted073551
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj073551
IRS990PF/DistributableAmount/DistributableAmountBeforeDed073551
IRS990PF/DistributableAmount/MinimumInvestmentReturn074129
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0578
IRS990PF/DistributableAmount/TotalTax0578
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment081
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0578
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment010
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0578
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0578
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0507
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments081
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01581525
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01505147
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances011468
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01493679
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable022577
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn074129
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01482570
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01505147
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0MARY ANN MCGUIRE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JAMES A GAMBLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2G THOMAS GAMBLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1CFO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2VP
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 345
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11PO BOX 670
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12PO BOX 670
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0OAKVILLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1ST HELENA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2ST HELENA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode094562
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode194574
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode294574
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct086815
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets086526
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.058362
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.011052
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.026765
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.004717
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.166557
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.082718
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets01482570
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101408651
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201276310
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear301399159
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear401564027
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear501453742
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0289
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions06271
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1015568
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2034161
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear306600
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40260500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50120250
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.291809
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions06271
IRS990PF/QualifyingDistributions/ExpensesAndContributions06271
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions06271
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber03
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber14
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0INVESTMENT INCOME
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement1INVESTMENT INCOME
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10WINDY BAY FOUNDATION
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07079635627
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101250 CHURCH STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0ST HELENA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode094574
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount03125
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SCHEDULE ATTACHED-MAILED UNDER SEPARATE COVER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10ATTACHED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0ATTACHED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode099999
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear03125
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear00
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted073551
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1015568
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2034161
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30123193
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus073551
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY073551
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0105642
IRS990PF/UndistributedIncome/ExcessFromCurrentYear06271
IRS990PF/UndistributedIncome/ExcessFromYear1015568
IRS990PF/UndistributedIncome/ExcessFromYear2034161
IRS990PF/UndistributedIncome/ExcessFromYear3049642
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions06271
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0105642
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0172922
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus06271
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/Description0FILING FEE
OtherExpensesSchedule/OtherExpenses/Description1BOOKKEEPING
OtherExpensesSchedule/OtherExpenses/Description2OTHER
OtherExpensesSchedule/OtherExpenses/Description3PASS-THRU-POWERSHARE FUND
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps035
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps1548
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps263
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps30
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome1548
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome20
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome3154
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks035
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks11096
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks263
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks3154
OtherIncreasesSchedule/OtherIncreases/Amount01401
OtherIncreasesSchedule/OtherIncreases/Description0NET CAPITAL LOSS ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount010512
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0WELLS FARGO ADVISOR
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome010512
TaxesSchedule/Taxes/Amount0719
TaxesSchedule/Taxes/Category0INCOME TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome0719
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0942914772
ReturnHeader/Filer/Name/BusinessNameLine10WINDY BAY FOUNDATION
ReturnHeader/Filer/NameControl0WIND
ReturnHeader/Filer/Phone07079635627
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 670
ReturnHeader/Filer/USAddress/City0ST HELENA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094574
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-07-03
ReturnHeader/Officer/Name0JAMES A GAMBLE
ReturnHeader/Officer/Phone07079635627
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0943084286
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10K H WM KRUEGER CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10591 REDWOOD HIGHWAY SUITE 5295
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MILL VALLEY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode094941
ReturnHeader/Preparer/Name0KH WM KRUEGER
ReturnHeader/Preparer/Phone04153886633
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-03-01
ReturnHeader/TaxPeriodEndDate02012-02-29
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-07-09T08:25:22-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,245,444
Liabilities
$0
Net assets
$1,245,444
Revenue
-
Expenses
$18,204
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.18$1.57$1.39
2024Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.14$0.43$0.29
2023Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$2.99$0.17$2.81
2021Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.16$0.09$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.18$0.09$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.31$0.13$0.18
2018Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.24$0.12$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.22$0.17$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.10$0.27$0.18
2015Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.23$0.13$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.09$0.04$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.02
2011Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.03