TONY AND RENEE MARLON CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TONY AND RENEE MARLON CHARITABLE FOUNDATION (EIN 20-5104500)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202243189349105954
- 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
- 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 | 2022-11-14T15:50:19-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| 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 | 9025 GREENSBORO LANE | 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 | 2022-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANTHONY | PersonFirstNm |
| Person Last | MARLON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUGLAS WINTERS | PreparerPersonNm |
| PTIN | P00165180 | PTIN |
| Phone | 7024152112 | PhoneNum |
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 | 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 | $49,152,017 | 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 | $667,580 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $667,580 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,280,816 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,878,534 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,280,816 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $18,120 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $18,120 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,966,516 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,966,516 | 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 | $1,519 | 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 | $4,589 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4,589 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,557 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25,557 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $23,735 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $23,735 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $354,124 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $354,124 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $414,524 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $408,005 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,017,269 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,017,269 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,431,793 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $408,005 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,017,269 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,534,723 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,558,511 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,026 | CashBOYAmt |
| Cash EOY | $5,725 | CashEOYAmt |
| Cash EOYFMV | $5,725 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,230,270 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,041,325 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,041,348 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $17,823,388 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,046,798 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $32,492,654 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,968,972 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,724,312 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,779,748 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,699,478 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,451,697 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,832,542 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $30,735,134 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,269,857 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,152,017 | 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 | $30,735,134 | RetainedEarningBOYAmt |
| Retained Earning EOY | $32,269,857 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,735,134 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,269,857 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,735,134 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,269,857 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,735,134 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,534,723 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $32,269,857 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,269,857 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GS (2253) | P | $113,907 | $103,351 | $10,556 | $10,556 |
| GS (2253) | P | $170,735 | $107,511 | $63,224 | $63,224 |
| GS (5446) | P | $20,498 | $20,498 | $20,498 | |
| GS (5446) | P | $30,747 | $30,747 | $30,747 | |
| GS (7853) | P | $259,479 | $232,265 | $27,214 | $27,214 |
| GS (7853) | P | $530,318 | $234,935 | $295,383 | $295,383 |
| GS (7937) | P | $458,847 | $443,483 | $15,364 | $15,364 |
| GS (7937) | P | $1,782,312 | $1,342,063 | $440,249 | $440,249 |
| GS (7945) | P | $39,598 | $39,428 | $170 | $170 |
| GS (7945) | P | $313,701 | $311,877 | $1,824 | $1,824 |
| US TRUST (2456) | P | $1,368,799 | $1,328,778 | $40,021 | $40,021 |
| US TRUST (2456) | P | $3,414,377 | $2,705,522 | $708,855 | $708,855 |
| US TRUST (2811) | P | $92,647 | $72,681 | $19,966 | $19,966 |
| US TRUST (2811) | P | $151,028 | $101,397 | $49,631 | $49,631 |
| US TRUST (2829) | P | $1,188,438 | $1,002,611 | $185,827 | $185,827 |
| US TRUST (2829) | P | $1,115,972 | $681,127 | $434,845 | $434,845 |
| US TRUST (2894) | P | $62,696 | $48,408 | $14,288 | $14,288 |
| US TRUST (2894) | P | $419,932 | $242,173 | $177,759 | $177,759 |
| US TRUST (2936) | P | $14,022 | $14,022 | $14,022 | |
| US TRUST (2936) | P | $609,795 | $261,352 | $348,443 | $348,443 |
| US TRUST (2944) | P | $1,797 | $1,797 | $1,797 | |
| US TRUST (2944) | P | $81,320 | $39,454 | $41,866 | $41,866 |
| US TRUST (2803) | P | $927,266 | $770,825 | $156,441 | $156,441 |
| US TRUST (2803) | P | $683,073 | $528,477 | $154,596 | $154,596 |
| WEST STREET CAPITAL PARTNERS VII - PARALLEL LP | P | $73 | $73 | $73 | |
| WEST STREET CAPITAL PARTNERS VII - PARALLEL LP | P | $22,656 | $22,656 | $22,656 | |
| CAPITAL GAINS DIVIDENDS | P | $4,501 | $4,501 | $4,501 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,280,816 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $49,463 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $49,463 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $49,463 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,040 | 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 | $18,040 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $79 | EsPenaltyAmt |
| Tax Due | $31,502 | TaxDueAmt |
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 | COLLEGE OF THE HOLY CROSS | Description1Txt |
| Expenses1 | $250,000 | Expenses1Amt |
| Description2 | UNIVERSITY OF NEVADA LAS VEGAS | Description2Txt |
| Expenses2 | $466,465 | Expenses2Amt |
| Description3 | THE SMITH CENTER FOR PERFORMING ARTS | Description3Txt |
| Expenses3 | $100,000 | 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 | $46,713,871 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,208 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,723,079 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $46,723,079 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $700,846 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $46,022,233 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,301,112 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,301,112 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $49,463 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $49,463 | TotalTaxAmt |
| Distributable Before Adj | $2,251,649 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,251,649 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,251,649 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,017,269 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,017,269 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,251,649 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,895,409 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,017,269 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,895,409 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $121,860 | 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 | $2,129,789 | 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 (39 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 | $10,000 |
| BANK OF AMERICA CHARITABLE GIFT FUND TONY & RENEE MARLON CHARITABLE GIFT FU | ||||||
| 1645 VILLAGE CENTER CIRCLE 141 | LAS VEGAS | NV | 89134 | NC | GENERAL CHARITABLE ACTIVITIES | $70,000 |
| BISHOP GORMAN HIGH SCHOOL | ||||||
| 5959 S HUALAPAI WAY | LAS VEGAS | NV | 89148 | PC | PROVIDE EDUCATIONAL SUPPORT | $5,000 |
| CHAMINADE DEVELOPMENT FUND | ||||||
| 340 JACKSON AVE | MINEOLA | NY | 11501 | PC | DEVELOPMENT FUND | $10,000 |
| CLEVELAND CLINIC FOUNDATION | ||||||
| 9500 EUCLID AVENUE MAIL CODE H18 | CLEVELAND | OH | 44195 | PC | SUPPORT NONPROFIT ACADEMIC MEDICAL CENTER | $25,000 |
| COLLEGE OF THE HOLY CROSS | ||||||
| 1 COLLEGE ST | WORCESTER | MA | 01610 | PC | PROVIDE EDUCATIONAL SUPPORT | $250,000 |
| CORNERSTONE SCHOOL | ||||||
| 146 HIGH STREET | STRATHAM | NH | 03885 | PC | PROVIDE EDUCATIONAL SUPPORT | $25,000 |
| 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 | $20,000 |
| EDUCATION RESOURCE CENTER | ||||||
| 2710 SOUTH RAINBOW BLVD | LAS VEGAS | NV | 89146 | PC | PROVIDE COMMUNICATION WITH RESOURCES TO ACHIEVE ACADEMIC SUCCESS | $28,804 |
| FOUNDATION FOR AN INDEPENDENT TOMORROW | ||||||
| 1931 STELLA LAKE DR | LAS VEGAS | NV | 89106 | PC | PROVIDE SUPPORT FOR EDUCATION, TRAINING, AND EMPLOYMENT PREPARATION | $54,000 |
| 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 |
| GOODWILL INDUSTRIES OF SOUTHER NEVADA | ||||||
| 3345 E TROPICANA AVE | LAS VEGAS | NV | 89121 | PC | PROVIDE SUPPORT FOR THE NEEDY | $97,500 |
| GOULD ACADEMY | ||||||
| 39 CHURCH STREET | BETHER | ME | 04217 | PC | PROVIDE EDUCATIONAL SUPPORT | $10,000 |
| GOVERNOR DUMMER ACADEMY | ||||||
| 1 ELM ST | BYFIELD | MA | 01922 | PC | EDUCATIONAL SUPPORT | $100,000 |
| GREATER SEACOAST COMMUNITY HEALTH | ||||||
| 311 ROUTE 108 | SOMERSWORTH | NH | 03878 | PC | TO SUPPORT COMMUNITY HEALTH CENTERS | $25,000 |
| 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 | $12,500 |
| 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 |
| NEVADA POLICY RESEARCH INSTITUTE | ||||||
| 7130 PLACID ST | LAS VEGAS | NV | 89119 | PC | SEEK PRIVATE SOLUTIONS TO PUBLIC CHALLENGES FACING NEVADA | $47,000 |
| 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. | $20,000 |
| SPREAD THE WORD NEVADA | ||||||
| 260 E DESERT ROSE | HENDERSON | NV | 89015 | PC | PROMOTE LITERACY | $40,000 |
| ST ROSE DOMINCAN HEALTH FOUNDATION | ||||||
| 3001 ST ROSE PARKWAY | LAS VEGAS | NV | 89052 | PC | IMPROVE COMMUNITY HEALLTHY AND WELLNESS | $10,000 |
| THE SMITH CENTER FOR THE PERFORMING ARTS | ||||||
| 241 W CHARLESTON BLVD SUITE 111 | LAS VEGAS | NV | 89102 | PC | SUPPORT PERFORMING ARTS | $100,000 |
| THREE SQUARE | ||||||
| 4190 N PECOS RD | LAS VEGAS | NV | 89115 | PC | SUPPORT HUNGER RELIEF PROGRAMS | $20,000 |
| UNIVERSITY OF NEVADA LAS VEGAS FOUNDATION | ||||||
| PO BOX 451006 | LAS VEGAS | NV | 89154 | PC | SUPPORT UNIVERSITY PROGRAMS | $466,465 |
| 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 | $25,000 |
| COLLABORATION CENTER FOUNDATION | ||||||
| 8390 WINDMILL LN | LAS VEGAS | NV | 89113 | PC | ASSIST PERSONS WITH SOCIAL INCLUSIUON, ENGAGEMENT, AND THERAPY | $15,000 |
| HENDERSON SYMPHONY ORCHESTRA | ||||||
| 240 S WATER ST | HENDERSON | NV | 89015 | PC | PROVIDE SUPPORT TO PERFORMING ARTS | $10,000 |
| SAFE NEST TEMPORARY ASSISTANCE | ||||||
| 3900 MEADOWS LN | LAS VEGAS | NV | 89107 | PC | PROVIDE SUPPORT FOR VICTIMS OF DOMESTIC VIOLENCE | $5,000 |
| SUNSHINE NEVADA | ||||||
| 2915 LAKE EAST DR | LAS VEGAS | NV | 89117 | PC | PROVIDE SUPPORT FOR CHILDREN WITH SPECIAL NEEDS | $31,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,017,269 | 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 | $667,580 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,120 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,280,816 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,966,516 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,966,516 | 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 | $11,724,312 | EOYBookValueAmt |
| EOYFMV | $11,779,748 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $18,046,798 | EOYBookValueAmt |
| EOYFMV | $32,492,654 | 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 | $1,451,697 | BookValueAmt |
| EOYFMV | $3,832,542 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $1,519 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GS INVESTMENT FEES | $60,833 | $60,833 | $0 |
| UST INVESTMENT FEES | $283,294 | $283,294 | $0 |
| CHINA-US INDUSTRIAL COOP PARTNERSHIP - PARALLEL, LP INVESTMENT FEES | $3,212 | $3,212 | $0 |
| BROAD STREET REAL ESTATE CREDIT PARTNERS III OFFSHORE FUND, LP INVESTMENT FE | $1,123 | $1,123 | $0 |
| WEST STREET CAPITAL PARTNERS VII - PARALLEL LP INVESTMENT FEES | $3,909 | $3,909 | $0 |
| WEST STREET CAPITAL PARTNERS VII - PARALLEL B LP INVESTMENT FEES | $490 | $490 | $0 |
| WEST STREET CAPITAL PARTNERS VIII - PARALLEL LP INVESTMENT FEES | $968 | $968 | $0 |
| VINTAGE VII AIC OFFSHORE SCSP INVESTMENT FEES | $295 | $295 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $10,130 | $10,130 | $10,130 |
| NONDIVIDEND DISTRIBUTIONS | $5,867 | $5,867 | $5,867 |
| OTHER RECEIPTS | $2,123 | $2,123 | $2,123 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $13,510 | $13,510 | $0 |
| INVESTMENT TAXES | $12,047 | $12,047 | $0 |
Comments