RUVO FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- RUVO FAMILY FOUNDATION (EIN 73-1688102)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-09
- IRS object ID
- 202243139349102279
- Schema version
- 2021v4.2
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-09T18:35:34-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8548 Rozita Lee Avenue Suite 300 | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 891134744 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731688102 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RUVO FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CAMILLE RUVO | InCareOfNm |
| Business Name Control | RUVO | BusinessNameControlTxt |
| Phone | 7024744500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 RANCHO LANE | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY RUVO | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7028764500 | PhoneNum |
| Signature | 2022-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LARRY | PersonFirstNm |
| Person Last | RUVO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA CROSS | PreparerPersonNm |
| PTIN | P00965178 | PTIN |
| Phone | 7027840000 | PhoneNum |
| Preparation | 2022-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,849,227 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $384 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $384 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $510,382 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $510,382 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $837,917 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,522,590 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $837,917 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,348,683 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,348,683 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $6,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,850 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $727 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $727 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $41,500 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2,854 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,824 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $51,931 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,551 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,850 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $270,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $270,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $322,381 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,551 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $277,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,026,302 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,345,132 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $954,305 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,409,812 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,409,812 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,461,532 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,974,424 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,439,415 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,415,837 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,384,236 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,849,227 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $57,903 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $57,903 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,357,934 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,384,236 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,357,934 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,384,236 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,415,837 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,384,236 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,357,934 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,026,302 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,384,236 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,384,236 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| OP #2695 65 SHRS CALL LVS MAR 60 EXP | 2021-03-15 | 2021-03-16 | $23,228 | -$23,228 | -$23,228 | ||
| OP #2695 65 SHRS CALL LVS MAR 60 EXP | 2021-03-15 | 2021-03-16 | $23,126 | -$23,126 | -$23,126 | ||
| OP #2695 65 SHRS CALL LVS MAY 75 EXP | 2021-07-26 | 2021-07-27 | $0 | $46,217 | $46,217 | $46,217 | |
| OP #2695 65 SHRS CALL LVS MAY 75 EXP | 2021-07-26 | 2021-07-27 | $0 | $46,494 | $46,494 | $46,494 | |
| OP #2695 5,000 SHRS WYNN RESORTS LTD | 2016-01-15 | 2021-03-19 | $362,554 | $248,653 | $248,653 | $611,207 | |
| OP #2695 5,000 SHRS WYNN RESORTS LTD | 2016-01-15 | 2021-03-19 | $322,118 | $289,089 | $289,089 | $611,207 | |
| CAPITAL GAIN DIVIDENDS | $253,818 | P | |||||
| CAPITAL GAIN DIVIDENDS | $253,818 | P | |||||
| CAPITAL GAIN DIVIDENDS | $253,818 | P | |||||
| CAPITAL GAIN DIVIDENDS | $253,818 | P | |||||
| CAPITAL GAIN DIVIDENDS | $253,818 | P | |||||
| CAPITAL GAIN DIVIDENDS | $253,818 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $837,917 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,697 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $18,697 | SubtotalAmt |
| Tax Based On Investment Income | $18,697 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,068 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $21,068 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,371 | OverpaymentAmt |
| Applied To ES Tax | $2,371 | 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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NV | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMILLE RUVO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7022757886 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 RANCHO LANE | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89106 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 | CAMILLE RUVO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 RANCHO LANE | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,191,413 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,482,892 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,674,305 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,674,305 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $115,115 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,559,190 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $377,960 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $377,960 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,697 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,697 | TotalTaxAmt |
| Distributable Before Adj | $359,263 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $359,263 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $359,263 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $277,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $277,300 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $359,263 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $74,197 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,487,301 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $181,599 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,271,168 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,110,666 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,124,931 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $277,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $277,300 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $81,963 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $81,963 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,042,968 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,042,968 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,479,535 | ExcessFromYear4Amt |
| Excess From Year3 | $181,599 | ExcessFromYear3Amt |
| Excess From Year2 | $1,271,168 | ExcessFromYear2Amt |
| Excess From Year1 | $1,110,666 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LARRY CAMILLE RUVO | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CAMILLE RUVO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 RANCHO LANE | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7024744500 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS SHOULD WRITE A LETTER STATING THE NAME, TAX IDENTIFICATION NUMBER, IRS STATUS, AND PURPOSE OF THE AMOUNT REQUESTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CITY MISSION OF LAS VEGAS | ||||||||
| 3983 E DESERT INN RD | LAS VEGAS | NV | 89121 | NONE | PC | FEED AND CARE FOR THE HUNGRY AND HOMELESS | $300 | |
| GUARDIAN ANGEL CATHEDRAL | ||||||||
| 336 CATHEDRAL WAY | LAS VEGAS | NV | 891099030 | NONE | PC | TO HELP FEED THE POOR AND DONATE FOR EASTER AND CHRISTMAS & IMMACULATE CONCEPTION | $5,000 | |
| MAKE A WISH FOUNDATION | ||||||||
| 9950 COVINGTON CROSS DR | LAS VEGAS | NV | 89144 | NONE | PC | FASHION LUNCHEON DONATION. | $2,500 | |
| OUR LADY OF WISDOM | ||||||||
| 2120 LINDELL ROAD | LAS VEGAS | NV | 89146 | NONE | PC | TO DONATE TO FATHER VIVONA | $250 | |
| PARALYZED VETERANS OF AMERICA | ||||||||
| 801 EIGHTEENTH STREET NW | WASHINGTON | DC | 200063517 | NONE | PC | TO ADVOCATE FOR INJURED VETERANS | $300 | |
| SHRINE OF THE MOST HOLY REDEEMER | ||||||||
| 55 EAST RENO AVENUE | LAS VEGAS | NV | 89119 | NONE | PC | SUPPORT OPERATION AND MAINTENANCE OF THE SHRINE | $10,100 | |
| ST JOSEPH HUSBAND OF MARY ROMAN CATHOLIC CHURCH | ||||||||
| 7260 WEST SAHARA AVENUE | LAS VEGAS | NV | 891172815 | NONE | PC | STRENGTHEN EFFORTS TO OFFER MINISTRIES AND SERVICES TO PARISH COMMUNITY. | $40,350 | |
| ST PATRICK'S CATHEDRAL | ||||||||
| 14 EAST 51ST STREET | NEW YORK | NY | 10022 | NONE | PC | CHARITY - GENERAL SUPPORT FOR EASTER AND CHRISTMAS MASS CARDS | $12,000 | |
| CHILDREN'S CANCER RESEARCH FUND | ||||||||
| 7301 OHMS LANE | MINNEAPOLIS | MN | 55439 | NONE | PC | TO HELP PREVENT, DIAGNOSE, TREAT AND CURE CHILDHOOD CANCER AND TO HELP PROVIDE THOSE SURVIVORS WITH TOOLS TO LIVE A BETTER QUALITY-OF-LIFE AFTER CANCER. | $500 | SUITE 460 |
| CHURCH OF THE GOOD SHEPHERD | ||||||||
| 504 NORTH ROXBURY DRIVE | BEVERLY HILLS | CA | 90210 | NONE | PC | TO SUPPORT THE CHRISTMAS FUND AND OFFERING FUND. | $300 | |
| SMILE TRAIN | ||||||||
| PO BOX 96246 | WASHINGTON | DC | 20090 | NONE | PC | HELPING CHILDREN BORN WITH CLEFTS. | $1,000 | |
| AMERICAN DIABETES ASSOCIATION | ||||||||
| 2451 CRYSTAL DRIVE SUITE 900 | ALEXANDRIA | VA | 22202 | NONE | PC | TO PREVENT AND CURE DIABETES AND TO IMPROVE THE LIVES OF ALL PEOPLE AFFECTED BY DIABETES. | $300 | |
| ARTHRITIS FOUNDATION | ||||||||
| 1330 WEST PEACHTREE STREET | ATLANTA | GA | 30309 | NONE | PC | FUND CRITICAL RESEARCH AND PROGRAMS FOR THOSE LIVING WITH THE PAIN OF ARTHRITIS | $300 | SUITE 100 |
| CATHOLIC CHARITIES OF SOUTHERN NEVADA | ||||||||
| 1501 LAS VEGAS BLVD NORTH | LAS VEGAS | NV | 89101 | NONE | PC | TO PROVIDE FOOD, CLOTHING AND SHELTER FOR THE ELDERLY AND THOUSANDS OF MEN, WOMEN & CHILDREN AND DONATION IN MEMORY OF FR. THOMAS GALLENBACH | $6,000 | |
| FEED THE CHILDREN | ||||||||
| 333 MERIDIAN AVE | OKLAHOMA CITY | OK | 73107 | NONE | PC | PROVIDING NOURISHING FOOD ON TABLES OF HUNGRY CHILDREN AND THEIR FAMILIES THROUGHOUT THE U.S. AND AROUND THE WORLD. | $300 | |
| HABITAT FOR HUMANITY | ||||||||
| 322 W LAMAR ST | AMERICUS | GA | 317093543 | NONE | PC | GIVE FAMILIES AROUND THE WORLD THE CHANCE TO LIVE IN SAFE, DECENT AND AFFORDABLE HOUSING | $300 | |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | NONE | PC | IMPROVING THE LIVES OF PEOPLE LIVING WITH TYPE 1 DIABETES AND TO FUND RESEARCH FOR CREATING A WORLD WITHOUT TYPE 1 DIABETES. | $300 | |
| LAS VEGAS RESCUE MISSION | ||||||||
| 480 WEST BONANZA ROAD | LAS VEGAS | NV | 891063227 | NONE | PC | PROVIDE FOOD BASKETS TO FAMILIES IN NEED AND SERVE MEALS TO THE HOMELESS & HUNGRY. | $300 | |
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 1311 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | NONE | PC | SPONSOR THE WORK OF RESEARCHERS WHO ARE DEVELOPING NEW LIFESAVING TREATEMENTS AND OFFER SUPPORT GROUPS, FINANCIAL AID AND ADVOCACY PROGRAMS FOR PATIENTS AND THEIR FAMILIES | $500 | |
| MUSCULAR DYSTROPHY ASSOCIATION | ||||||||
| 9580 W SAHARA AVENUE SUITE 120 | LAS VEGAS | NV | 89117 | NONE | PC | RESEARCH PROGRAMS, HEALTH CARE SERVICES, AND EDUCATION PROGRAMS | $300 | |
| OUR LADY OF TAHOE PARISH | ||||||||
| PO BOX 115 | ZEPHYR COVE | NV | 89448 | NONE | PC | TO SUPPORT PARISH NEEDS FOR EASTER AND CHRISTMAS | $4,000 | 1 ELKS POINT ROAD |
| PRIESTS FOR LIFE | ||||||||
| PO BOX 236695 | COCOA | FL | 32923 | NONE | PC | TO HELP IN THE EFFORT TO END ABORTION AND EUTHANASIA. | $650 | |
| SPECIAL OLYMPICS NEVADA | ||||||||
| 2950 S RANCHO DR STE 102 | LAS VEGAS | NV | 89102 | NONE | PC | TO PROVIDE THE SPORTS TRAINING AND COMPETITIONS THAT INSPIRE HEALTH, JOY AND CONFIDENCE | $500 | |
| USO | ||||||||
| PO BOX 96860 | WASHINGTON | DC | 200777677 | NONE | PC | TO PROVIDE SERVICES TO THE MEN AND WOMEN OF OUR ARMED FORCES AND THEIR FAMILIES | $500 | |
| THREE SQUARE FOOD BANK | ||||||||
| 4190 N PECOS RD | LAS VEGAS | NV | 89115 | NONE | PC | PROVIDE ACCESS TO NUTRITIOUS, LIFE-SUSTAINING FOOD | $1,000 | |
| MACULAR DEGENERATION RESEARCH | ||||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | NONE | PC | HELP FIGHT AGAINST AGE-RELATED MACULAR DEGENERATION | $300 | |
| OPERATION SMILE | ||||||||
| 3641 FACULTY BOULEVARD | VIRGINIA BEACH | VA | 23453 | NONE | PC | TO HELP PROVIDE CLEFT LIP AND CLEFT PALATE SURGERIES TO CHILDREN | $300 | |
| RONALD MCDONALD HOUSE CHARITIES | ||||||||
| 2323 POTOSI STREET | LAS VEGAS | NV | 89146 | NONE | PC | TO HELP CREATE, FIND AND SUPPORT PROGRAMS THAT DIRECTLY INMPROVE THE HEALTH AND WELL-BEING OF CHILDREN AND THEIR FAMILIES. | $1,000 | |
| ST JOAN OF ARC CATHOLIC CHURCH | ||||||||
| 315 S CASINO CENTER BLVD | LAS VEGAS | NV | 89101 | NONE | PC | CHARITY - GENERAL SUPPORT FOR MOTHERS DAY AND CHRISTMAS | $2,300 | |
| CATHOLIC BISHOP OF NORTHERN ALASKA | ||||||||
| 1312 PEGER RD | FAIRBANKS | AK | 997095199 | NONE | PC | DIOCESAN GENERAL NEEDS | $300 | |
| MARCH OF DIMES | ||||||||
| PO BOX 8972 | TOPEKA | KS | 66608 | NONE | PC | IMPROVE THE HEALTH OF BABIES BY PREVENTING BIRTH DEFECTS, PREMATURE BIRTH AND INFANT MORTALITY | $300 | |
| MD ANDERSON CANCER CENTER | ||||||||
| PO BOX 301439 | HOUSTON | TX | 772301439 | NONE | PC | PURSUE RESEARCH OPPORTUNITIES IN THE FIGHT TO END CANCER | $1,000 | UNIT 705 |
| THE WORLD WILDLIFE FUND | ||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | PC | TO CONSERVE NATURE AND REDUCE THE MOST PRESSING THREATS TO THE DIVERSITY OF LIFE ON EARTH | $300 | |
| CLEVELAND CLINIC FOUNDATION | ||||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | NONE | PC | COMMITMENT TO COMMUNITY; TO ADVANCE RESEARCH; SCHOLARSHIP THAT ASSISTS STUDENTS IN ADVANCING ACADEMIC POTENTIAL. | $5,500 | |
| ST MARYS IN THE MOUNTAIN | ||||||||
| 111 S E ST | VIRGINIA CITY | NV | 89440 | NONE | PC | CHARITY - GENERAL SUPPORT. | $300 | |
| VEGAS PBS | ||||||||
| 3050 E FLAMINGO RD | LAS VEGAS | NV | 89121 | NONE | PC | HELP EXPAND PROGRAM OFFERINGS | $1,000 | |
| AMERICAN FOUNDATION FOR THE BLIND | ||||||||
| 1401 SOUTH CLARK STREET SUITE 730 | ARLINGTON | VA | 22202 | NONE | PC | EDUCATION TO ADVOCACY, EMOTIONAL SUPPORT, AND PROVIDING TECHNOLOGICAL INNOVATION FOR THOSE WITH VISION LOSS. | $300 | |
| AMERICAN INSTITUTE FOR CANCER RESEARCH | ||||||||
| PO BOX 97167 | WASHINGTON | DC | 200907167 | NONE | PC | FUNDING LEADING-EDGE CANCER RESEARCH AND EDUCATION | $800 | |
| FRIENDS OF FLIGHT 93 NATIONAL MEMORIAL | ||||||||
| PO BOX 911 | SHANKSVILLE | PA | 15560 | NONE | PC | HELPING SUPPORT THE NATIONAL MEMORIAL. | $100 | |
| OUR LADY OF THE SNOWS PARISH | ||||||||
| 1138 WRIGHT STREET | RENO | NV | 89509 | NONE | PC | TO SUPPORT THE CHURH'S MISSION. | $300 | |
| SETTING SCHOLIOSIS STRAIGHT | ||||||||
| 623 ALDWYCH RD | EL CAJON | CA | 92020 | NONE | PC | IMPROVING SPINAL DEFORMITY CARE IN CHILDREN AND ADOLESCENTS | $25,000 | |
| VETERANS OF FOREIGN WARS | ||||||||
| 406 W 34TH ST | KANSAS CITY | MO | 64111 | NONE | PC | SUPPORT OF AMERICA'S BRAVE TROOPS AND PROUD VETERANS | $500 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PC | SUPPORT THOSE SUFFERING FROM HEART DISEASE | $300 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | TO HELP PIONEER BREAKTHROUGH CANCER CARE AND RESEARCH. | $1,000 | |
| THE NATIONAL WWII MUSEUM | ||||||||
| 945 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | NONE | PC | TO HELP TELL THE OF THE AMERICAN EXPERIENCE IN THE WAR THAT CHANGED THE WORLD. | $300 | |
| ST JUDE'S RANCH FOR CHILDREN | ||||||||
| 200 WILSON CIRCLE | BOULDER CITY | NV | 89005 | NONE | PC | TO SUPPORT CHILDREN WHO ARE NOT ABLE TO BE WITH THEIR FAMILIES DURING THE HOLIDAYS | $300 | |
| AMERICAN PARKINSON DISEASE ASSOCIATION | ||||||||
| 135 PARKINSON AVENUE | STATEN ISLAND | NY | 10305 | NONE | SO III FI | TO SUPPORT THE FIGHT AGAINST PARKINSON'S DISEASE | $600 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 3380 CHASTAIN MEADOWS PKWY SUITE 20 | KENNESAW | GA | 30144 | NONE | PC | SUPPORT CANCER RESEARCH | $300 | |
| MARY QUEEN OF THE UNIVERSE | ||||||||
| 8300 VINELAND AVE | ORLANDO | FL | 32821 | NONE | PC | Basilica of the National Shrine of Mary, Queen of the Universe. | $600 | |
| ST MONICA CATHOLIC COMMUNITY | ||||||||
| 725 CALIFORNIA AVENUE | SANTA MONICA | CA | 90403 | NONE | PC | provide assistance to those in need in our local community and around the world. | $500 | |
| NV WOMENS PHILANTHROPY | ||||||||
| 1980 FESTIVAL PLAZA DR | LAS VEGAS | NV | 89135 | NONE | PC | GENERAL SUPPORT - CHARITY | $5,000 | 300 |
| ST JUDE'S CHILDRENS RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | TO HELP CONTINUE LIFSAVING CARE FOR KIDS. | $1,800 | |
| VELOSANO | ||||||||
| PO BOX 933441 | CLEVELAND | OH | 44193 | NONE | PC | TO SUPPORT THE VELOSANO CANCER RESEARCH FUND | $2,000 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | NONE | PC | TO SERVE VETERANS, CAREGIVERS, AND FAMILIES OF VETERANS WHO INCURRED A PHYSICAL OR MENTAL INJURY OR ILLNESS ON OR AFTER SEPTEMBER 11, 2001. | $500 | |
| CATHOLIC DIOCESE OF LAS VEGAS | ||||||||
| 336 CATHEDRAL WAY | LAS VEGAS | NV | 89109 | NONE | PC | GENERAL SUPPORT - CHARITY | $100,000 | |
| AUTISM SPEAKS | ||||||||
| 1060 STATE ROAD 2ND FLOOR | PRINCETON | NJ | 08540 | NONE | PC | GENERAL SUPPORT - CHARITY | $300 | |
| CATHOLIC RELIEF SERVICES | ||||||||
| 228 WEST LEXINGTON STREET | BALTIMORE | MD | 21201 | NONE | PC | GENERAL SUPPORT - CHARITY | $600 | |
| COAST GUARD FOUNDATION | ||||||||
| 394 TAUGWONK ROAD | STONINGTON | CT | 06378 | NONE | PC | GENERAL SUPPORT - CHARITY | $100 | |
| CONSUMER REPORTS FOUNDATION | ||||||||
| 101 TRUMAN AVE | YONKERS | NY | 10703 | NONE | PC | GENERAL SUPPORT - CHARITY | $250 | |
| DIOCESE OF RENO | ||||||||
| 290 S ARLINGTON AVENUE | RENO | NV | 89501 | NONE | PC | GENERAL SUPPORT - CHARITY FOR CATHOLIC SERVICES APPEAL- OUR LADY OF TAHOE | $3,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | GENERAL SUPPORT - CHARITY | $3,000 | |
| EXCEPTIONAL CHILDRENS FOUNDATION | ||||||||
| 5350 MACHADO ROAD | CULVER CITY | CA | 90230 | PC | GENERAL SUPPORT - CHARITY | $1,500 | ||
| GLENBROOK FIREWORKS INC | ||||||||
| PO 447 | GLENBROOK | NV | 89413 | NONE | PC | TO SUPPORT COSTS OF THE 4TH OF JULY FIREWORKS SHOW | $2,500 | |
| HOLY FAMILY HOSPITAL OF BETHELEHEM FOUNDATION | ||||||||
| 2000 P STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT - CHARITY | $250 | SUITE 310 |
| THE HOUSE INSTITUTE FOUNDATION | ||||||||
| 2100 W 3RD ST | LOS ANGELES | CA | 90057 | NONE | PC | GENERAL SUPPORT - CHARITY | $5,000 | SUITE 111 |
| ITALIAN AMERICAN CLUB OF SOUTHERN NV FOUNDATION | ||||||||
| 2333 E SAHARA AVE | LAS VEGAS | NV | 89104 | NONE | PC | TO HELP VERY DESERVING STUDENTS ACHIEVE THEIR EDUCATIONAL GOALS | $10,000 | |
| NATIONAL MULTIPLE SCLEROSIS | ||||||||
| 465 WAVERLY OAKS ROAD | WALTHAM | MA | 02452 | NONE | PC | GENERAL SUPPORT - CHARITY | $500 | SUITE 202 |
| NEVADA SCHOOL OF THE ARTS | ||||||||
| 401 S FOURTH ST | LAS VEGAS | NV | 89101 | NONE | PC | GENERAL SUPPORT - CHARITY | $1,500 | SUITE 125 |
| OUR LADY OF VICTORY ST | ||||||||
| 1575 E WINDMILL LANE | LAS VEGAS | NV | 89123 | NONE | PC | GENERAL SUPPORT - CHARITY | $300 | |
| STARKEY HEARING FOUNDATION | ||||||||
| 6801 WASHINGTON AVE S | MINNEAPOLIS | NV | 55439 | NONE | PC | help the foundation give the gift of hearing to children and adults around the world. | $1,000 | SUITE 200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $270,450 | 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 | $384 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $510,382 | 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 | $837,917 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,348,683 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,348,683 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,850 | Amt |
| Disbursements Charitable Prps | $6,850 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MEADOWS BANK | AT COST | $300,000 | $1,031,400 |
| OPPENHEIMER - MUTUAL FUNDS | AT COST | $1,988,053 | $3,192,782 |
| OPPENHEIMER - EQUITIES | AT COST | $233,201 | $489,320 |
| GOLDMAN SACHS #687-7 | AT COST | $1,453,170 | $1,725,913 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEES | $2,824 | $2,824 |
| PENALTIES | $30 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPPENHEIMER - OPTIONS | Desc |
| BOY Book Value | $57,903 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX - INVESTMENT INCOME | CategoryTxt |
| Amt | $41,500 | Amt |
Comments