ROSENBLUM FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROSENBLUM FAMILY FOUNDATION (EIN 81-4600359)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-29
- IRS object ID
- 202402429349100720
- Schema version
- 2023v5.1
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-29T13:34:24-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814600359 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rosenblum Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ROSE | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | russell rosenblum | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-08-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $724,657 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $35 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $527 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $527 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,518 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,518 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,718 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $158,449 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,718 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13,764 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $284 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $26,562 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,047 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $600 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $9,404 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $217 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,889 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,004 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $217 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,889 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $141,590 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $139,734 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $151,594 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $217 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $148,623 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$125,032 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,830 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $254,361 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $226,824 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $226,824 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $352,577 | CorporateStockBOYAmt |
| Corporate Stock EOY | $281,374 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $463,333 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $29,045 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,753 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $34,500 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $635,983 | TotalAssetsBOYAmt |
| Total Assets EOY | $510,951 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $724,657 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $635,983 | RetainedEarningBOYAmt |
| Retained Earning EOY | $510,951 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $635,983 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $510,951 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $635,983 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $510,951 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $635,983 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$125,032 | ExcessRevenueOverExpensesAmt |
| Subtotal | $510,951 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $510,951 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $158,449 | $137,794 | $20,655 | $20,655 |
| Passthrough K1 Capital Gain/(Loss) | -$305 | |||
| Sec 751 Gain on Sale of Ptshp Reclass | -$13,632 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,718 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $178 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $178 | SubtotalAmt |
| Tax Based On Investment Income | $178 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $98 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $198 | TotalPaymentsAndCreditsAmt |
| Overpayment | $20 | OverpaymentAmt |
| Applied To ES Tax | $20 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Russell Rosenblum | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Dir, Pres, Sec, Treas | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $531,133 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $223,161 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $754,294 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $754,294 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,314 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $742,980 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,149 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,149 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $178 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,993 | IncomeTaxAmt |
| Total Tax | $2,171 | TotalTaxAmt |
| Distributable Before Adj | $34,978 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $34,978 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $34,978 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $148,623 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,856 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $150,479 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,978 | DistributableAsAdjustedAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $93,000 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $85,463 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $84,914 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $83,870 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $115,569 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $462,816 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $150,479 | QualifyingDistributionsAmt |
| Applied To Current Year | $34,978 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $115,501 | RemainingDistriFromCorpusAmt |
| Total Corpus | $578,317 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $93,000 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $485,317 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $85,463 | ExcessFromYear4Amt |
| Excess From Year3 | $84,914 | ExcessFromYear3Amt |
| Excess From Year2 | $83,870 | ExcessFromYear2Amt |
| Excess From Year1 | $115,569 | ExcessFromYear1Amt |
| Excess From Current Year | $115,501 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Russell Rosenblum | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FRIENDSHIP CIRCLE LAS VEGAS | |||||||
| 1261 ARVILLE ST | LAS VEGAS | NV | 89102 | N/A | PC | Charitable Event | $10,000 |
| GAY AND LESBIAN COMMUNITY CENTER OF SOUTHERN NEVAD | |||||||
| 401 S MARYLAND PKWY | LAS VEGAS | NV | 89101 | N/A | PC | Speaking Coaching for The Center with Amy Ayoub | $5,000 |
| GAY AND LESBIAN COMMUNITY CENTER OF SOUTHERN NEVAD | |||||||
| 401 S MARYLAND PKWY | LAS VEGAS | NV | 89101 | N/A | PC | GENERAL & UNRESTRICTED - SEE GENERAL EXPLANATION | $179 |
| GAY AND LESBIAN COMMUNITY CENTER OF SOUTHERN NEVAD | |||||||
| 401 S MARYLAND PKWY | LAS VEGAS | NV | 89101 | N/A | PC | GENERAL & UNRESTRICTED - SEE GENERAL EXPLANATION | $1,284 |
| GAY AND LESBIAN COMMUNITY CENTER OF SOUTHERN NEVAD | |||||||
| 401 S MARYLAND PKWY | LAS VEGAS | NV | 89101 | N/A | PC | Charitable Event | $12,000 |
| GAY AND LESBIAN COMMUNITY CENTER OF SOUTHERN NEVAD | |||||||
| 401 S MARYLAND PKWY | LAS VEGAS | NV | 89101 | N/A | PC | General & Unrestricted | $156 |
| JESSES PLACE RESCUE INC | |||||||
| 66 TIMBERIDGE DR | CLOVER | SC | 29710 | N/A | PC | General & Unrestricted | $3,000 |
| JUNIOR ACHIEVEMENT OF SOUTHERN NEVADA | |||||||
| 1921 N RAINBOW BLVD 2ND FL | LAS VEGAS | NV | 89108 | N/A | PC | Charitable Event | $5,000 |
| JUNIOR ACHIEVEMENT OF SOUTHERN NEVADA | |||||||
| 1921 N RAINBOW BLVD 2ND FL | LAS VEGAS | NV | 89108 | N/A | PC | General & Unrestricted | $25,000 |
| LAS VEGAS PHILHARMONIC | |||||||
| 10161 PARK RUN DR STE 150 | LAS VEGAS | NV | 89145 | N/A | PC | in support of the 2023-2024 Concert Season | $10,000 |
| SAFE HAVEN WILDLIFE SANCTUARY | |||||||
| PO BOX 184 | IMLAY | NV | 89418 | N/A | PC | TOY FUND FOR TIGERS, BEARS AND LIONS | $1,078 |
| SAFE HAVEN WILDLIFE SANCTUARY | |||||||
| PO BOX 184 | IMLAY | NV | 89418 | N/A | PC | General & Unrestricted | $3,000 |
| SAFE HAVEN WILDLIFE SANCTUARY | |||||||
| PO BOX 184 | IMLAY | NV | 89418 | N/A | PC | GENERAL & UNRESTRICTED - SEE GENERAL EXPLANATION | $393 |
| SHAQUILLE ONEAL FOUNDATION | |||||||
| 10845 GRIFFITH PEAK DR STE 520 | LAS VEGAS | NV | 89135 | N/A | PC | Charitable Event | $25,000 |
| SPRINGS PRESERVE FOUNDATION | |||||||
| 333 S VALLEY VIEW BLVD | LAS VEGAS | NV | 89107 | N/A | PC | Charitable Event | $7,500 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | N/A | PC | Charitable Event | $13,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3551 TROUSDALE PKWY ADM 160 | LOS ANGELES | CA | 90089 | N/A | PC | USC Urology Chairman Fund - Support cancer research in the Gill laboratory | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $141,590 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $527 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,518 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,718 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | -$152 | 14 | $284 |
| Sec 751 Gain on Sale of Ptshp | 525990 | $13,632 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $13,480 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,047 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,527 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| FORM 990-PF, PARTS I AND XIV | FORM 990-PF, PARTS I AND XIV | TOTAL Part I, Line 25, Column (a) and Part XIV, Line 3a: $141,590 LESS AMOUNT COUNTED AS A QUALIFYING DISTRIBUTION ON PART XI, LINE 2: $1,856 TOTAL Part I, Line 25, Column (d): $139,734 |
| IN-KIND GRANTS | PART I LINE 25 AND PART XIV LINE 3A | DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING VALUE OF SUPPLIES: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $1,856 TOTAL BOOK VALUE OF PROPERTY: $1,856 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $1,856 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $0 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: Arts & Crafts supplies UNITS: 42 DATE OF DISTRIBUTION: 6/8/2023 GRANT RECIPIENT: gay and lesbian Community Center of Southern Nevada FMV OF PROPERTY: $179 BOOK VALUE OF PROPERTY: $179 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $179 DESCRIPTION OF PROPERTY: side table UNITS: 1 DATE OF DISTRIBUTION: 6/8/2023 GRANT RECIPIENT: gay and lesbian Community Center of Southern Nevada FMV OF PROPERTY: $36 BOOK VALUE OF PROPERTY: $36 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $36 DESCRIPTION OF PROPERTY: waste management supplies UNITS: 8 DATE OF DISTRIBUTION: 6/8/2023 GRANT RECIPIENT: gay and lesbian Community Center of Southern Nevada FMV OF PROPERTY: $524 BOOK VALUE OF PROPERTY: $524 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $524 DESCRIPTION OF PROPERTY: Home and garden decor and accessories UNITS: 38 DATE OF DISTRIBUTION: 6/8/2023 GRANT RECIPIENT: gay and lesbian Community Center of Southern Nevada FMV OF PROPERTY: $724 BOOK VALUE OF PROPERTY: $724 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $724 DESCRIPTION OF PROPERTY: Personal Care Items UNITS: 2 DATE OF DISTRIBUTION: 2/1/2023 GRANT RECIPIENT: Safe Haven Wildlife Sanctuary FMV OF PROPERTY: $47 BOOK VALUE OF PROPERTY: $47 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $47 DESCRIPTION OF PROPERTY: Toys & Games UNITS: 7 DATE OF DISTRIBUTION: 2/1/2023 GRANT RECIPIENT: Safe Haven Wildlife Sanctuary FMV OF PROPERTY: $114 BOOK VALUE OF PROPERTY: $114 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $114 DESCRIPTION OF PROPERTY: Home Goods UNITS: 14 DATE OF DISTRIBUTION: 2/1/2023 GRANT RECIPIENT: Safe Haven Wildlife Sanctuary FMV OF PROPERTY: $232 BOOK VALUE OF PROPERTY: $232 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $232 |
| FORM 990-PF | FORM 990-PF | One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON COM | $61,695 | $106,358 |
| APPLE INC | $37,229 | $107,817 |
| BERKSHIRE HATHAWAY INC. CLASS | $35,137 | $60,632 |
| JOHNSON & JOHNSON | $6,323 | $7,837 |
| JP MORGAN CHASE | $45,375 | $64,638 |
| ONEOK INC | $13,248 | $14,044 |
| SPDR S&P 500 ETF TRUST | $68,706 | $92,685 |
| THE HERSHEY COMPANY | $13,661 | $9,322 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ENERGY TRANSFER LP | CategoryOrItemTxt |
| Book Value | $2,753 | BookValueAmt |
| EOYFMV | $34,500 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $8,864 | $8,864 | |
| Bank Charges | $70 | $70 | |
| K-1 Exp ENERGY TRANSFER LP | $439 | $145 | |
| K-1 Exp MAGELLAN MIDSTREAM PAR | $6 | $2 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss ENERGY TRANSFER LP | $236 | $269 |
| K-1 Inc/Loss MAGELLAN MIDSTREAM PARTNERS LP | -$104 | $15 |
| Sec 751 Gain on Sale MAGELLAN MIDSTREAM PARTNERS L | $13,632 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Extension for 2022 | CategoryTxt |
| Amt | $600 | Amt |
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