TONY AND RENEE MARLON CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TONY AND RENEE MARLON CHARITABLE FOUNDATION (EIN 20-5104500)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202403189349102375
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T12:37:30-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 430765316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINBROWN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10801 W CHARLESTON BLVD STE 300 | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89135 | 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 | 205104500 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TONY AND RENEE MARLON CHARITABLE FOUNDAT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TONY | BusinessNameControlTxt |
| Phone | 7028347333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1645 VILLAGE CENTER CIR 141 | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89134 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTHONY MARLON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7028347333 | PhoneNum |
| Signature | 2024-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY WOODS | PreparerPersonNm |
| PTIN | P01306614 | PTIN |
| Phone | 7024152112 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $43,719,774 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $790,899 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $790,899 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,551,419 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,840,490 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,551,419 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$2,518 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,859 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,339,800 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,345,177 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $200 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $7,965 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $7,965 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,778 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,778 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $24,270 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $24,270 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $324,838 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $324,838 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $380,051 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $374,851 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,120,583 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,120,583 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,500,634 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $374,851 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,120,583 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$160,834 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,970,326 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,293 | CashBOYAmt |
| Cash EOY | $12,871 | CashEOYAmt |
| Cash EOYFMV | $12,871 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,019,371 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,221,172 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,221,241 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $18,505,256 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,126,865 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,675,824 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,172,447 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,184,625 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,331,848 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,477,990 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $30,706,367 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,545,533 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,719,774 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $30,706,367 | RetainedEarningBOYAmt |
| Retained Earning EOY | $30,545,533 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,706,367 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,545,533 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,706,367 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,545,533 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,706,367 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$160,834 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $30,545,533 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,545,533 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| US TRUST (2456) | P | $1,130,288 | $1,162,480 | -$32,192 | -$32,192 |
| US TRUST (2456) | P | $3,803,925 | $3,241,904 | $562,021 | $562,021 |
| US TRUST (2811) | P | $175,079 | $179,779 | -$4,700 | -$4,700 |
| US TRUST (2811) | P | $286,211 | $213,807 | $72,404 | $72,404 |
| US TRUST (2829) | P | $769,331 | $795,522 | -$26,191 | -$26,191 |
| US TRUST (2829) | P | $991,817 | $564,514 | $427,303 | $427,303 |
| US TRUST (2894) | P | $135,230 | $127,965 | $7,265 | $7,265 |
| US TRUST (2894) | P | $602,170 | $429,527 | $172,643 | $172,643 |
| US TRUST (2936) | P | $29,462 | $22,290 | $7,172 | $7,172 |
| US TRUST (2936) | P | $256,761 | $220,918 | $35,843 | $35,843 |
| US TRUST (2944) | P | $21,094 | $23,215 | -$2,121 | -$2,121 |
| US TRUST (2944) | P | $159,985 | $124,506 | $35,479 | $35,479 |
| US TRUST (2803) | P | $425,929 | $428,053 | -$2,124 | -$2,124 |
| US TRUST (2803) | P | $659,337 | $601,505 | $57,832 | $57,832 |
| GS (2253) | P | $69,594 | $63,307 | $6,287 | $6,287 |
| GS (2253) | P | $100,093 | $73,069 | $27,024 | $27,024 |
| GS (5446) | P | $15,796 | $15,796 | $15,796 | |
| GS (5446) | P | $23,695 | $23,695 | $23,695 | |
| GS (7937) | P | $23,828 | $21,459 | $2,369 | $2,369 |
| GS (7937) | P | $1,207,648 | $1,009,892 | $197,756 | $197,756 |
| GS (7945) | P | $132,300 | $135,934 | -$3,634 | -$3,634 |
| GS (7945) | P | $820,327 | $849,425 | -$29,098 | -$29,098 |
| WEST STREET CAPITAL PARTNERS VIII - PARALLEL LP | P | $68 | $68 | $68 | |
| WEST STREET CAPITAL PARTNERS VII - PARALLEL LP | P | $508 | $508 | $508 | |
| CAPITAL GAINS DIVIDENDS | P | $14 | $14 | $14 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,551,419 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,388 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,388 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27,388 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40,349 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $40,349 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,961 | OverpaymentAmt |
| Applied To ES Tax | $12,961 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANTHONY MARLON | IndividualWithBooksNm |
| Phone | 7028347333 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9025 GREENSBORO LANE | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANTHONY MARLON | ||||||||
| 1645 VILLAGE CENTER CIRCLE | LAS VEGAS | NV | 89134 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| RENEE MARLON | ||||||||
| 1645 VILLAGE CENTER CIRCLE | LAS VEGAS | NV | 89134 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| ANTHONY MARLON | ||||||||
| 1645 VILLAGE CENTER CIRCLE | LAS VEGAS | NV | 89134 | SECRETARY/TREASURER | 0.00 | $0 | $0 | $0 |
| JEANNINE ANN ZELLER | ||||||||
| 1645 VILLAGE CENTER CIRCLE | LAS VEGAS | NV | 89134 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ANTHONY MARLON | ||||||||
| 1645 VILLAGE CENTER CIRCLE | LAS VEGAS | NV | 89134 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SCOTT ZELLER | ||||||||
| 1645 VILLAGE CENTER CIRCLE | LAS VEGAS | NV | 89134 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| BRADLEY RAITON | ||||||||
| 1645 VILLAGE CENTER CIRCLE | LAS VEGAS | NV | 89134 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ROBERT MARLON | ||||||||
| 1645 VILLAGE CENTER CIRCLE | LAS VEGAS | NV | 89134 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GOULD ACADEMY | Description1Txt |
| Expenses1 | $135,000 | Expenses1Amt |
| Description2 | UNIVERSITY OF NEVADA LAS VEGAS | Description2Txt |
| Expenses2 | $441,402 | Expenses2Amt |
| Description3 | THE SMITH CENTER FOR THE PERFORMING ARTS | Description3Txt |
| Expenses3 | $200,000 | Expenses3Amt |
| Description4 | UTAH SYMPHONY & OPERA | Description4Txt |
| Expenses4 | $125,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $41,114,640 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,796 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,125,436 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $41,125,436 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $616,882 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,508,554 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,025,428 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,025,428 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,388 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,388 | TotalTaxAmt |
| Distributable Before Adj | $1,998,040 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,998,040 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,998,040 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,120,583 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,120,583 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,998,040 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,019,064 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,120,583 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,019,064 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $101,519 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,896,521 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALLIANCE FOR CHILDHOOD DISEASES | ||||||
| 1 BREAKTHROUGH WAY | LAS VEGAS | NV | 89135 | PC | PROVIDE SUPPORT FOR CHILDHOOD DISEASES | $50,000 |
| ALS ASSOCIATION NEVADA CHAPTER | ||||||
| 3191 E WARN SPRINGS RD | LAS VEGAS | NV | 89120 | PC | PROVIDE ASSISTANCE FOR FREE HEALTHCARE | $15,000 |
| BISHOP GORMAN HIGH SCHOOL | ||||||
| 5959 S HUALAPAI WAY | LAS VEGAS | NV | 89148 | PC | PROVIDE EDUCATIONAL SUPPORT | $115,000 |
| CHAMINADE DEVELOPMENT FUND | ||||||
| 340 JACKSON AVE | MINEOLA | NY | 11501 | PC | DEVELOPMENT FUND | $30,000 |
| CLEVELAND CLINIC FOUNDATION | ||||||
| 9500 EUCLID AVENUE MAIL CODE H18 | CLEVELAND | OH | 44195 | PC | SUPPORT NONPROFIT ACADEMIC MEDICAL CENTER | $25,000 |
| COLLABORATION CENTER FOUNDATION | ||||||
| 8390 WINDMILL LN | LAS VEGAS | NV | 89113 | PC | ASSIST PERSONS WITH SOCIAL INCLUSIUON, ENGAGEMENT, AND THERAPY | $20,000 |
| CROHNS & COLITIS FOUNDATION OF AMERICA | ||||||
| 386 PARK AVENUE SOUTH | NEW YORK | NY | 10016 | PC | SUPPORT FOR CROHN'S DISEASE AND ULCERATIVE COLITITS | $30,000 |
| CROSSROADS HOUSE INC | ||||||
| 600 LAFAYETTE ROAD | PORTSMOUTH | NH | 03801 | PC | PROVIDE SUPPORT FOR HOMELESS | $25,000 |
| DISCOVERY CHILDREN'S MUSEUM | ||||||
| 360 PROMENADE PLACE | LAS VEGAS | NV | 89106 | PC | SUPPORT NONPROFIT CHILDREN'S MUSEUM | $35,000 |
| EDUCATION RESOURCE CENTER | ||||||
| 2710 SOUTH RAINBOW BLVD | LAS VEGAS | NV | 89146 | PC | PROVIDE COMMUNICATION WITH RESOURCES TO ACHIEVE ACADEMIC SUCCESS | $23,781 |
| FOUNDATION FOR AN INDEPENDENT TOMORROW | ||||||
| 1931 STELLA LAKE DR | LAS VEGAS | NV | 89106 | PC | PROVIDE SUPPORT FOR EDUCATION, TRAINING, AND EMPLOYMENT PREPARATION | $66,000 |
| FREEDOM HOUSE SOBER LIVING INC | ||||||
| 3852 PALOS VERDES ST | LAS VEGAS | NV | 89119 | PC | ASSIST INDIVIDUALS DEALING WITH ALCOHOLISM | $50,000 |
| FRIENDS OF ASAPROSAR | ||||||
| PO BOX 127 | COHASSET | MA | 02025 | PC | PROVIDE SUPPORT FOR DISADVANTAGED PEOPLE | $25,000 |
| GOULD ACADEMY | ||||||
| 39 CHURCH STREET | BETHER | ME | 04217 | PC | PROVIDE EDUCATIONAL SUPPORT | $135,000 |
| GREATER SEACOAST COMMUNITY HEALTH | ||||||
| 311 ROUTE 108 | SOMERSWORTH | NH | 03878 | PC | TO SUPPORT COMMUNITY HEALTH CENTERS | $25,000 |
| HENDERSON SYMPHONY ORCHESTRA | ||||||
| 240 S WATER ST | HENDERSON | NV | 89015 | PC | PROVIDE SUPPORT TO PERFORMING ARTS | $15,000 |
| INTERNATIONAL HEALTH PARTNERS | ||||||
| 1811 S 39TH ST UNIT 36 | MESA | AZ | 85206 | PC | PROVIDE HEALTH SUPPORT | $10,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION INTL | ||||||
| 5542 S FORT APACHE RD 120 | LAS VEGAS | NV | 89148 | PC | SUPPORT DIABETES RESEARCH | $50,000 |
| LAS VEGAS PHILHARMONIC | ||||||
| 2451 S BUFFALO DR SUITE 142 | LAS VEGAS | NV | 89117 | PC | PROVIDE SUPPORT TO PERFORMING ARTS | $15,000 |
| MARTHA VINEYARD CEREBAL PALSY CAMP INC | ||||||
| PO BOX 1357 | VINEYARD HAVEN | MA | 02568 | PC | SUPPORT CEREBAL PALSY RESEARCH | $10,000 |
| MARTHA VINEYARD STRIPED BASS | ||||||
| PO BOX 2101 | EDGARTOWN | MA | 02539 | PC | PROVIDE EDUCATIONAL ASSISTANCE FOR AT RISK YOUTH | $10,000 |
| NEON MUSEUM | ||||||
| 770 LAS VEGAS BLVD N | LAS VEGAS | NV | 89101 | PC | TO COLLECTING, PRESERVING, STUDYING AND EXHIBITING ICONIC LAS VEGAS SIGNS FOR EDUCATIONAL, HISTORIC, ARTS AND CULTURAL ENRICHMENT. | $15,000 |
| NEVADA POLICY RESEARCH INSTITUTE | ||||||
| 7130 PLACID ST | LAS VEGAS | NV | 89119 | PC | SEEK PRIVATE SOLUTIONS TO PUBLIC CHALLENGES FACING NEVADA | $65,000 |
| OPPORTUNITY VILLAGE FOUNDATION | ||||||
| 6300 W OAKEY BLVD | LAS VEGAS | NV | 89146 | PC | ASSISTS PERSONS WITH INTELLUCTUAL DISABILITIES | $50,000 |
| PROJECT 150 | ||||||
| 3600 N RANCHO DR | LAS VEGAS | NV | 89130 | PC | PROVIDE SUPPORT TO HOMELESS HIGH SCHOOL STUDENTS | $50,000 |
| REBEL HOCKEY CLUB | ||||||
| 7345 S DURANGO DR B107-222 | LAS VEGAS | NV | 89113 | PC | TO SUPPORT REBEL HOCKEY TEAM. | $35,000 |
| SPREAD THE WORD NEVADA | ||||||
| 260 E DESERT ROSE | HENDERSON | NV | 89015 | PC | PROMOTE LITERACY | $45,000 |
| SUNSHINE NEVADA | ||||||
| 2915 LAKE EAST DR | LAS VEGAS | NV | 89117 | PC | PROVIDE SUPPORT FOR CHILDREN WITH SPECIAL NEEDS | $39,400 |
| THE SMITH CENTER FOR THE PERFORMING ARTS | ||||||
| 241 W CHARLESTON BLVD SUITE 111 | LAS VEGAS | NV | 89102 | PC | SUPPORT PERFORMING ARTS | $200,000 |
| THREE SQUARE | ||||||
| 4190 N PECOS RD | LAS VEGAS | NV | 89115 | PC | SUPPORT HUNGER RELIEF PROGRAMS | $20,000 |
| UMC FOUNDATION | ||||||
| 1800 W CHARLESTON BLVD | LAS VEGAS | NV | 89102 | PC | PROVIDE ASSISTANCE FOR FREE HEALTHCARE | $100,000 |
| UNIVERSITY OF NEVADA LAS VEGAS FOUNDATION | ||||||
| PO BOX 451006 | LAS VEGAS | NV | 89154 | PC | SUPPORT UNIVERSITY PROGRAMS | $441,402 |
| UTAH SYMPHONY & OPERA | ||||||
| 123 WEST SOUTH TEMPLE | SALT LAKE CITY | UT | 84101 | PC | PROVIDE SUPPORT TO PERFORMING ARTS | $125,000 |
| VMSN | ||||||
| 4770 HARRISON DRIVE STE 105 | LAS VEGAS | NV | 89121 | PC | PROVIDE ASSISTANCE FOR FREE HEALTHCARE | $50,000 |
| YMCA OF SOUTHERN NEVADA | ||||||
| 4141 MEADOWS LANE | LAS VEGAS | NV | 89152 | PC | PROVIDE SUPPORT FOR CHILDRENS SUMMER CAMP | $35,000 |
| BEGIN AGAIN MINISTRIES | ||||||
| PO BOX 146 | STOCKTON | MO | 65785 | PC | TO PROVIDE SUPPORT TO THOSE STRUGGLING WITH MENTAL ILLNESS | $50,000 |
| VEGAS STRONGER | ||||||
| 916 N MAIN STREET | LAS VEGAS | NV | 89101 | PC | SUPPORT FOR | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,120,583 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $790,899 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,859 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,551,419 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$5,377 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,339,800 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,339,800 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $11,184,625 | EOYBookValueAmt |
| EOYFMV | $11,331,848 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $18,126,865 | EOYBookValueAmt |
| EOYFMV | $29,675,824 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $1,477,990 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $200 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GS INVESTMENT FEES | $53,344 | $53,344 | $0 |
| UST INVESTMENT FEES | $255,716 | $255,716 | $0 |
| CHINA-US INDUSTRIAL COOP PARTNERSHIP - PARALLEL, LP INVESTMENT FEES | $4,436 | $4,436 | $0 |
| BROAD STREET REAL ESTATE CREDIT PARTNERS III OFFSHORE FUND, LP INVESTMENT FE | $1,651 | $1,651 | $0 |
| WEST STREET CAPITAL PARTNERS VII - PARALLEL LP INVESTMENT FEES | $1,970 | $1,970 | $0 |
| WEST STREET CAPITAL PARTNERS VII - PARALLEL B LP INVESTMENT FEES | $288 | $288 | $0 |
| WEST STREET CAPITAL PARTNERS VIII - PARALLEL LP INVESTMENT FEES | $3,188 | $3,188 | $0 |
| VINTAGE VII AIC OFFSHORE SCSP INVESTMENT FEES | $173 | $173 | $0 |
| EPHPC PARTNERS LP - SERIES B INVESTMENT FEES | $789 | $789 | $0 |
| VINTAGE IX B OFFSHORE SCSP INVESTMENT FEES | $2,572 | $2,572 | $0 |
| WEST STREET REAL ESTATE CREDIT PARTNERS IV OFFSHORE SLP | $711 | $711 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NONDIVIDEND DISTRIBUTIONS | $648 | $648 | $648 |
| OTHER RECEIPTS | $2,211 | $2,211 | $2,211 |
| OTHER INCOME | -$5,377 | -$5,377 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $10,825 | $10,825 | $0 |
| INVESTMENT TAXES | $6,953 | $6,953 | $0 |
Comments