2023-08-16T11:33:47-07:00 2022-10-31 371420474 Fontanello Duffield & Otake LLP 44 Montgomery Street Suite 1305 San Francisco CA 94104 990PF 2021-11-01 942839372 EL Wiegand Foundation ELWI 7753330310 165 West Liberty Street Reno NV 89501 JoAnna Tote Sect'y/Treas 2023-08-16 false JoAnna Tote 999009999 Erik Satow P01410341 4159830200 2 AAL1 IAL1 FAL1 2021 2023-04-26 12:10:37Z X 127366219 X X 719485 719485 3824587 3824587 210660 210660 -82556 2038064 23109073 2038064 700532 400908 7493328 7193704 1302688 314305 976133 200915 60528 114356 68843 16569 42523 8348 8348 135709 135709 365785 318782 47003 190909 21678 21678 2638 2638 427651 293216 317815 2725164 1003400 1666203 6778107 6122543 9503271 1003400 7788746 -2009943 6190304 19826528 25661640 25661640 212558 134468 134468 1106541 1106541 52700703 46693873 46693873 84041710 53573773 53573773 6819901 1618766 5209258 5201135 62543 195924 195924 162053300 132567354 127366219 18081 15072 700000 1355564 649000 262000 1367081 1632636 X 56472999 43542403 104213220 87392315 160686219 130934718 162053300 132567354 160686219 -2009943 158676276 27741558 130934718 Sale of Publicly Traded Securities P 2000-01-01 2022-10-31 23109073 21071009 2038064 2038064 2038064 86045 86045 86045 103989 103989 X 17944 17944 false false false false false false false true true NV true false false false true true N/A Jo Anna Tote 7753330310 165 West Liberty Street Reno NV 895011915 false false false true true false false false false false false false false false false false false false false false false false Raymond C Avansino Jr Esq 165 West Liberty Street Reno NV 89501 Chair/CEO/CIO 40.00 390000 Marisa Avansino 165 West Liberty Street Reno NV 89501 Trustee 6.00 91667 Frank J Fahrenkopf Jr Esq 165 West Liberty Street Reno NV 89501 Trustee 3.00 50000 Mario J Gabelli 165 West Liberty Street Reno NV 89501 Trustee 3.00 4000 Kristen A Avansino 165 West Liberty Street Reno NV 89501 Pres./Exec. Dir 40.00 355162 45196 Calgary A Avansino 165 West Liberty Street Reno NV 89501 Trustee 6.00 91667 Michael Melarkey 165 West Liberty Street Reno NV 89501 Trustee 3.00 50000 Robert Randick Jr 165 West Liberty Street Reno NV 89501 Trustee 3.00 50000 JoAnna Tote 165 West Liberty Street Reno NV 89501 Sect'y/Treas 40.00 139778 35218 Luis Silva 165 West Liberty Street Reno NV 89501 Maint. Facilitator 32.00 45671 18025 Laura Browning 165 West Liberty Street Reno NV 89501 Exec Admin Asst 40.00 56902 18633 Durinda Johnson 165 West Liberty Street Reno NV 89501 Accountant 40.00 98342 32184 GAMCO Investors Inc One Corporate Center Rye NY 105801433 Investment Advisors 173725 James T Carrico 165 West Liberty Street Reno NV 89501 Accounting Services 98680 Evergreen Gavekal 50 California Street Ste 3650 San Francisco CA 94111 Investment Advisors 117534 As COVID restrictions, including gatherings and travel, abated, the Foundation resumed direct charitable activities at the end of the current fiscal tax year. The Foundation provided Italian culinary experiences to Nevada charitable organizations to educate and develop strong relationships between leadership, staff and donors with respect to their charitable missions and fund raising. In the current fiscal tax year, two charitable organizations were selected: Sky Tavern Junior Ski Program, Inc of Reno, Nevada and The Nevada Policy Research Institute of Las Vegas, Nevada. 239546 112941157 25647599 3907407 142496163 0 142496163 2137442 140358721 7017936 7017936 86045 86045 6931891 6931891 6931891 7788746 67843 7856589 6931891 7602964 7856589 7602964 0 253625 6678266 JoAnna Tote Secretary Treas 165 West Liberty Street Suite 200 Reno NV 89501 7753330310 Prospective applicants should submit a Letter of Inquiry which briefly describes the organization and the proposed request, including a summary budget, timeline and impact statement. The Letter of Inquiry is reviewed by staff to determine if the proposal warrants further consideration by the Foundation. If, after staff consideration, it is determined that the proposal warrants further review, a numbered Application for Grant form is forwarded to the applicant. The applicant completes the application in accordance with instructions included in the informational booklet and returns it to the Foundation for a more detailed consideration. Applicants are notified of specific submission deadlines upon receipt of an Application for Grant form. Inquiries are accepted throughout the year. The Foundation awards grants to qualified charitable organizations in the areas of arts and cultural affairs, civic and community affairs, education, health and medical research and public affairs. Except where initiated by the Foundation, grants are primarily reviewed within the western United States, including Nevada, Oregon, Idaho, Utah, Montana, Arizona and Washington. To foster the religious beliefs of E. L. Wiegand, a portion of the annual grants is made to Roman Catholic charitable institutions. Institutions are to be in existence a minimum of five years.Proposals for endowment, debt reduction, ordinary operations, general fund raising, emergency funding, multi-year funding, productions of documentaries, films or media presentations, direct or indirect loans, or for the benefit of specific individuals are excluded from consideration. See Grant Statement See Grant Statement See Grant Statement NV 89501 N/A PC See Grant Statement 6122543 6122543 University of Nevada Reno Fdn 1664 N Virginia Street Reno NV 89557 N/A PC E. L. Wiegand Fitness Center 1312375 Hazelden Betty Ford Foundation PO Box 11 Center City MN 55012 N/A PC Summer institute for medical students 72500 1384875 14 719485 14 3824587 16 -82556 18 2038064 Excise Tax Provision 299600 Other Partnership Income 900099 24 14 400908 24 6900488 299600 7200112 11a Change in the excise tax provision per audit false false false false false false false false false false Audit Fees 18900 0 0 18900 Other Accounting Fees 101839 0 0 101839 Tax Preparation (2019 & 2020) 14970 0 0 14970 Furniture and Fixtures 2000-01-01 362917 325683 SL 7.0000 14460 Buildings 2000-01-01 1825909 596916 SL 31.5000 45650 Improvements 2000-01-01 164777 143642 SL 31.5000 10985 Buildings 2020-01-01 2788353 193198 SL 31.5000 70458 Improvements 2020-01-01 118651 15863 SL 31.5000 4746 Automobile 2020-01-01 23971 6560 SL 5.0000 3733 Furniture and Fixtures 2020-01-01 61953 9106 SL 7.0000 6764 Machinery and Equipment 2020-01-01 90814 33261 SL 7.0000 14805 Automobile 2022-01-01 67843 SL 5.0000 13569 Improvements 2022-01-01 73788 SL 31.5000 5739 General Explanation Supplemental Information for Form 990-PF Supplemental StatementForm 990-PF, Part VII-B, Line 1a(3) & (4)Statement Regarding Activities for Which Form 4720 May Be RequiredAn investment management firm in which one of the trustees of the Foundation is a principal has been engaged by the Foundation to provide investment management services. The firm received $173,725 in fees for providing these services during the year ended October 31, 2022. See Investment Statement 46693873 46693873 1106541 1106541 See Investment Statement FMV 53573773 53573773 Auto./Transportation Equip. 91814 23861 67953 Furniture and Fixtures 504968 360410 144558 Machinery and Equipment 190046 147297 42749 Buildings 4614262 906223 3708039 Improvements 357216 180975 176241 Land 1061595 1061595 Legal Fees 8348 0 0 8348 Interest & Dividends Receivable 62543 77211 77211 Pending Sale of Investmnets 118713 118713 Bank Fees 2229 2229 Data Processing 24146 24146 Direct Charitable Exp -Arte Italia 56499 239546 Dues and Subscriptions 1911 1911 Insurance 12344 12344 Office Supplies 12811 12811 Other Expenses 7083 7153 Other Grantmaking Expenses 14701 14701 Other Office Expenses 1344 1344 Postage 1367 1630 Rental Expenses 293216 293216 Excise Tax Provision 299600 Other Partnership Income 400932 400908 Deferred Excise Tax Liability 649000 262000 Executive Advisory Committee 24000 0 0 24000 Investment Advisors 318782 318782 0 0 Other Professional Fees 23003 0 0 23003