THE DRANEY FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE DRANEY FAMILY FOUNDATION (EIN 20-2654475)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349108978
- Schema version
- 2022v5.0
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T18:37:13-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954195174 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTIER TRUST COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1810 S FAIR OAKS SUITE 200 | AddressLine1Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202654475 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DRANEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DRAN | BusinessNameControlTxt |
| Phone | 7022944399 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W LIBERTY STREET STE 890 | AddressLine1Txt |
| City | RENO | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RYAN DRANEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7022944399 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RYAN | PersonFirstNm |
| Person Last | DRANEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES M HORN | PreparerPersonNm |
| PTIN | P01880789 | PTIN |
| Phone | 6264415111 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,105,125 | 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 | $20,934 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,934 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $82,113 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $146,162 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $82,113 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $103,047 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $103,047 | 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 | $100 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $100 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,001 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,001 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $269 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $269 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,770 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,470 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,300 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $122,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $122,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $133,370 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,470 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $123,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$30,323 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $93,577 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,168 | CashBOYAmt |
| Cash EOY | $32,798 | CashEOYAmt |
| Cash EOYFMV | $32,798 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $54,682 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,113 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,113 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $518,942 | CorporateStockBOYAmt |
| Corporate Stock EOY | $490,557 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $864,564 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $64,873 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $39,873 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $34,362 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $148,465 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $148,466 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $123,288 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $792,130 | TotalAssetsBOYAmt |
| Total Assets EOY | $761,807 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,105,125 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $50,000 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $50,000 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $50,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $50,000 | 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 | $742,130 | RetainedEarningBOYAmt |
| Retained Earning EOY | $711,807 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $742,130 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $711,807 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $792,130 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $761,807 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $742,130 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$30,323 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $711,807 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $711,807 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 5 ALPHABET INC CL A | P | 2012-11-20 | 2022-01-19 | $13,680 | $1,679 | $12,001 | $12,001 |
| 2 AMAZON COM INC COM | P | 2010-03-02 | 2022-01-19 | $6,288 | $252 | $6,036 | $6,036 |
| 61 APPLE COMPUTER INC COM | P | 2010-02-22 | 2022-01-19 | $10,244 | $438 | $9,806 | $9,806 |
| 100 CITIGROUP INC COM NEW | P | 2014-03-27 | 2022-01-19 | $6,425 | $4,752 | $1,673 | $1,673 |
| 150 FORTINET INC COM | P | 2012-11-20 | 2022-01-19 | $46,640 | $2,771 | $43,869 | $43,869 |
| 40 GOLDMAN SACHS GROUP INC COM | P | 2010-02-22 | 2022-01-19 | $13,888 | $6,294 | $7,594 | $7,594 |
| 25000 ROYAL BK CDA MTNV 4/12/22 | P | 2017-04-07 | 2022-04-12 | $25,000 | $25,000 | $0 | $0 |
| 500 US BANCORP DEL DEP SHS PFD F | P | 2018-12-17 | 2022-01-18 | $12,500 | $13,271 | -$771 | -$771 |
| 3 AMERICAN TOWER CORP | P | 2018-09-06 | 2022-10-27 | $590 | $445 | $145 | $145 |
| 9 APPLE COMPUTER INC COM | P | 2010-02-22 | 2022-10-27 | $1,309 | $65 | $1,244 | $1,244 |
| 42 CITIGROUP INC COM NEW | P | 2020-04-09 | 2022-10-27 | $1,909 | $1,999 | -$90 | -$90 |
| 38 MONDELEZ INTL INC CL A | P | 2010-03-03 | 2022-01-03 | $2,496 | $696 | $1,800 | $1,800 |
| 5 PAYPAL HLDGS INC COM | P | 2021-02-17 | 2022-03-03 | $507 | $1,479 | -$972 | -$972 |
| 6 PAYPAL HLDGS INC COM | P | 2021-10-05 | 2022-03-03 | $608 | $1,569 | -$961 | -$961 |
| 18 APTIV PLC SHS | P | 2018-09-06 | 2022-11-29 | $1,834 | $1,527 | $307 | $307 |
| 22 APTIV PLC SHS | P | 2020-07-17 | 2022-11-29 | $2,241 | $1,812 | $429 | $429 |
| CAPITAL GAINS DIVIDENDS | P | $3 | $3 | $3 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $82,113 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,301 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,301 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,301 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,761 | 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 | $2,761 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,460 | OverpaymentAmt |
| Applied To ES Tax | $1,460 | 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 | DONNA T SAUNDERS | IndividualWithBooksNm |
| Phone | 7022944399 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 NEVADA WAY SUITE 280 | AddressLine1Txt |
| City | BOULDER CITY | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 890052450 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT W DRANEY | ||||||||
| 410 NEVADA WAY SUITE 280 | BOULDER CITY | NV | 89005 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DONNA T SAUNDERS | ||||||||
| 410 NEVADA WAY SUITE 280 | BOULDER CITY | NV | 89005 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RYAN TAYLOR DRANEY | ||||||||
| 410 NEVADA WAY SUITE 280 | BOULDER CITY | NV | 89005 | PRESIDENT/TRUSTEE | 1.00 | $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 |
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 | $1,127,506 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $112,927 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,240,433 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,240,433 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,606 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,221,827 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $61,091 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $61,091 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,301 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,301 | TotalTaxAmt |
| Distributable Before Adj | $59,790 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $59,790 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $59,790 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $123,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $123,900 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $59,790 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $38,026 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $55,235 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $19,294 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $67,110 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $179,665 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $123,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $59,790 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $64,110 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $243,775 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $38,026 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $205,749 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $55,235 | ExcessFromYear3Amt |
| Excess From Year2 | $19,294 | ExcessFromYear2Amt |
| Excess From Year1 | $67,110 | ExcessFromYear1Amt |
| Excess From Current Year | $64,110 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHARITY DEVELOPMENT OF LOS CABOS | |||||||
| 3945 GREENBRIAR DRIVE | STAFFORD | TX | 77477 | NONE | 501 (C)(3) | TO SUPPORT ORGANIZATION'S OBJECTIVES | $5,000 |
| FRIENDS OF CASA HOGAR | |||||||
| 410 NEVADA WAY 280 | BOULDER CITY | NV | 89005 | NONE | 501 (C)(3) | TO SUPPORT ORGANIZATION'S OBJECTIVES | $80,000 |
| PUBLIC EDUCATION FOUNDATION | |||||||
| 4350 SOUTH MARYLAND PARKWAY | LAS VEGAS | NV | 89119 | NONE | 501 (C)(3) | TO SUPPORT PUBLIC EDUCATION | $10,300 |
| BOYS TOWN NEVADA | |||||||
| 821 MOJAVE ROAD | LAS VEGAS | NV | 89101 | NONE | 501 (C)(3) | TO SUPPORT ORGANIZATION'S OBJECTIVES | $1,000 |
| CLARK COUNTY SCHOOL DISTRICTBOULDER CITY HIGH | |||||||
| 1101 5TH STREET | BOULDER CITY | NV | 89005 | NONE | 501 (C)(3) | TO SUPPORT PUBLIC EDUCATION | $5,000 |
| EMERGENCY AID OF BOULDER CITY | |||||||
| BOX 60673 | BOULDER CITY | NV | 89006 | NONE | 501 (C)(3) | TO SUPPORT ORGANIZATION'S OBJECTIVES | $300 |
| LEND-A-HAND | |||||||
| 811 LAKE HILL DRIVE | BOULDER CITY | NV | 89005 | NONE | 501 (C)(3) | TO SUPPORT ORGANIZATION'S OBJECTIVES | $1,000 |
| PAYNE FOUNDATIONDRIVER'S EDGE | |||||||
| 7435 S EASTERN AVE SUITE 5-165 | LAS VEGAS | NV | 89123 | NONE | 501 (C)(3) | TO SUPPORT ORGANIZATION'S OBJECTIVES | $500 |
| BOULDER CITY SUNRISE ROTARY FOUNDATION | |||||||
| BOX 60905 | BOULDER CITY | NV | 89005 | NONE | 501 (C)(3) | TO SUPPORT ORGANIZATION'S OBJECTIVES | $10,500 |
| CLUB DUST | |||||||
| 145 OLD ADOBE ROAD | WATSONVILLE | CA | 95076 | NONE | 501 (C)(3) | TO SUPPORT ORGANIZATION'S OBJECTIVES | $3,000 |
| BOULDER CITY HOSPITAL FOUNDATION | |||||||
| 901 ADAMS BLVD | BOULDER CITY | NV | 89005 | NONE | TO SUPPORT ORGANIZATION'S OBJECTIVES | $6,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $122,600 | 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 | $20,934 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $82,113 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $103,047 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $103,047 | 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 FEES | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $1,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $39,873 | EOYBookValueAmt |
| EOYFMV | $34,362 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $490,557 | EOYBookValueAmt |
| EOYFMV | $864,564 | 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 | $148,466 | BookValueAmt |
| EOYFMV | $123,288 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $100 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATION FEES | CategoryTxt |
| Amt | $8,001 | Amt |
| Net Investment Income | $8,001 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $269 | Amt |
| Net Investment Income | $269 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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