LYNNE RUFFIN-SMITH CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LYNNE RUFFIN-SMITH CHARITABLE FOUNDATION (EIN 45-0521059)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202013189349103031
- Schema version
- 2019v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T14:38:21-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 870516083 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARSON & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 N MALL DR BLDG 106 | AddressLine1Txt |
| City | ST GEORGE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84790 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 450521059 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYNNE RUFFIN-SMITH | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LYNN | BusinessNameControlTxt |
| Phone | 3025735812 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 RIGHTER PARKWAY STE 120 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19803 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STACIE WOLFF | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 3025735812 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEREK GILES CPA | PreparerPersonNm |
| PTIN | P00677956 | PTIN |
| Phone | 4356746789 | PhoneNum |
| Preparation | 2020-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.194.122.228 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 14:38:21 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 106444A3954B68F6ED656665F4B724446FE22286 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D8756B53688E6304CEB9DE34C70A861AD815B4F6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,408,309 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,111,974 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $20,865 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20,865 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $167,562 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $167,562 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,345 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,896,316 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | -$18,888 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,282,858 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $188,427 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $171,752 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $45,752 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $20,489 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $20,489 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $41,512 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $41,512 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $595 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $595 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,996 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $22,996 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,666 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,666 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $117,989 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $110,955 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,034 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $379,999 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $115,621 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $138,378 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $262,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $262,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $642,499 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $115,621 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $400,878 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $640,359 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $72,806 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $271,538 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $322,251 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $322,251 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $297,139 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $322,130 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $335,858 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,728,633 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,148,394 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,953,747 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,626,132 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,805,009 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,791,453 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $749,845 | OtherAssetsBOYAmt |
| Other Assets EOY | $749,845 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,005,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,673,287 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,347,629 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,408,309 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | -$19,428 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $14,555 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | -$19,428 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,555 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,692,715 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,333,074 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,692,715 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,333,074 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,673,287 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,347,629 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,692,715 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $640,359 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,333,074 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,333,074 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY COVERED ST 19 | P | $13,184 | $13,457 | -$273 | -$273 |
| MORGAN STANLEY NON COVERED ST 24 | P | $6,870 | $7,251 | -$381 | -$381 |
| MORGAN STANLEY COVERED LT 19 | P | $118,632 | $93,006 | $25,626 | $25,626 |
| MORGAN STANLEY NON COVERED LT 24 | P | $140,147 | $142,368 | -$2,221 | -$2,221 |
| MORGAN STANLEY COVERED ST 20 | P | $141,941 | $161,118 | -$19,177 | -$19,177 |
| MORGAN STANLEY WASH SALE | P | $1,380 | $1,380 | $1,380 | |
| MORGAN STANLEY COVERED LT 20 | P | $53,040 | $54,862 | -$1,822 | -$1,822 |
| MORGAN STANLEY COVERED ST 21 | P | $39,091 | $38,423 | $668 | $668 |
| MORGAN STANLEY COVERED LT 21 | P | $221,242 | $188,139 | $33,103 | $33,103 |
| MORGAN STANLEY COVERED ST 22 | P | $386,666 | $396,401 | -$9,735 | -$9,735 |
| MORGAN STANLEY COVERED LT 22 | P | $517,647 | $546,618 | -$28,971 | -$28,971 |
| MORGAN STANLEY COVERED ST 23 | P | $13,448 | $14,223 | -$775 | -$775 |
| MORGAN STANLEY NON COVERED LT 23 | P | $43,066 | $45,870 | -$2,804 | -$2,804 |
| MORGAN STANLEY COVERED ST 24 | P | $30,146 | $29,861 | $285 | $285 |
| MORGAN STANLEY COVERED LT 24 | P | $61,546 | $61,627 | -$81 | -$81 |
| MORGAN STANLEY COVERED LT 25 | P | $17,100 | $17,804 | -$704 | -$704 |
| MORGAN STANLEY NON COVERED ST 19 | P | $30,053 | $30,053 | ||
| MORGAN STANLEY NON COVERED ST 24 | P | $53,089 | $53,890 | -$801 | -$801 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$6,683 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$28,809 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $928,866 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,420,662 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.110308 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,196,555 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,188,783 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.146121 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,062,252 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,427,301 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.143020 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $585,043 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,976,781 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.083856 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $923,632 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,595,881 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.165056 | DistributionYr5Rt |
| Total Distribution | 0.648361 | TotalDistributionRt |
| Average Distribution | 0.129672 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,208,199 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,194,046 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $728 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,194,774 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $400,878 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,456 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,456 | SubtotalAmt |
| Tax Based On Investment Income | $1,456 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $56 | EsPenaltyAmt |
| Tax Due | $1,512 | TaxDueAmt |
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 | Yes (true) | 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 |
| Individual With Books | STACIE WOLFF | IndividualWithBooksNm |
| Phone | 3025735812 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 RIGHTER PARKWAY STE 120 | AddressLine1Txt |
| Address Line2 | DELAWARE CORPORATE CENTER | AddressLine2Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19803 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 | STACIE WOLFF | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 RIGHTER PARKWAY STE 120 | AddressLine1Txt |
| Address Line2 | DELAWARE CORPORATE CENTER | AddressLine2Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ASSISTANT TR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,015,762 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $327,663 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,005,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,348,425 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,348,425 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $140,226 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,208,199 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $460,410 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $460,410 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,456 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,456 | TotalTaxAmt |
| Distributable Before Adj | $458,954 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $458,954 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $458,954 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $400,878 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $400,878 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $400,878 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $458,954 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $644,508 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $409,587 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $692,059 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $792,944 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $509,381 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,048,479 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $400,878 | QualifyingDistributionsAmt |
| Applied To Current Year | $400,878 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $58,076 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $58,076 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,990,403 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $586,432 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,403,971 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $409,587 | ExcessFromYear4Amt |
| Excess From Year3 | $692,059 | ExcessFromYear3Amt |
| Excess From Year2 | $792,944 | ExcessFromYear2Amt |
| Excess From Year1 | $509,381 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STACIE WOLFF | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 RIGHTER PARKWAY STE 120 | AddressLine1Txt |
| Address Line2 | DELAWARE CORPORATE CENTER | AddressLine2Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3025735812 | RecipientPhoneNum |
| Form And Info And Materials | THE APPLICATION MUST INCLUDE A IRS 501(C)(3) DETERMINATION LETTER OR COMPLY WITH EXPENDITURE RESPONSIBILITY REQUIREMENTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO AWARD RESTRICTIONS OR LIMITATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BISHOP GORMAN | |||||||
| 5959 S HUALAPAI WAY | LAS VEGAS | NV | 89148 | PC | CHARITABLE PURPOSES | $5,000 | |
| CATHOLIC CHARITIES WICHITA | |||||||
| 437 N TOPEKA | WICHITA | KS | 67202 | PC | CHARITABLE PURPOSES | $5,000 | |
| CATHOLIC CHARITIES OF S NEVADA | |||||||
| 1501 LAS VEGAS BLVD NORTH | LAS VEGAS | NV | 89101 | PC | CHARITABLE PURPOSES | $30,000 | |
| FRIENDS FOR LAS VEGAS POLICE | |||||||
| 1639 N VALLEY DRIVE | LAS VEGAS | NV | 89108 | PC | SPONSORSHIP | $2,500 | |
| KEEP MEMORY ALIVE | |||||||
| 888 W BONNEVILLE AVE | LAS VEGAS | NV | 89106 | PC | GENERAL PROGRAMS | $30,000 | |
| ST ROSE DOM HEALTH FOUNDATION | |||||||
| 3001 ST ROSE PARKWAY | HENDERSON | NV | 89052 | PF | CHARITABLE PROGRAMS | $55,000 | |
| WICHITA ART MUSEUM | |||||||
| 1400 W MUSEUM BLVD | WICHITA | KS | 67203 | PC | GENERAL PROGRAMS | $50,000 | |
| USC CARE MEDICAL GROUP INC | |||||||
| 1975 ZONAL AVENUEKAM 500 | LOS ANGELES | CA | 90033 | EOF | CHARITABLE PURPOSES | $50,000 | |
| NORTH IDAHO CASA | |||||||
| 1417 N 4TH STR | COEUR D ALENE | ID | 83814 | PC | CHARITABLE PURPOSES | $5,000 | |
| CCF CORE NEVADA HOSPITAL | |||||||
| 410 S RAMPART BLVD | LAS VEGAS | NV | 89145 | PC | GENERAL PROGRAMS | $30,000 | STE 390 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $262,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,865 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $167,562 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,345 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd |
|---|---|---|---|---|
| SECTION 1250 GAINS | $141 | |||
| PTP UNLRELATED BUSINESS INC | 211110 | -$19,029 | 1 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$19,029 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $188,427 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,486 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $170,884 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| LYNNE RUFFIN CLAT 1 | ||||||
| 1 | 500 SHETLAND ROAD | LAS VEGAS | NV | 89107 | $938,440 | Yes (X) |
| LYNNE RUFFIN CLAT 2 | ||||||
| 2 | 500 SHETLAND ROAD | LAS VEGAS | NV | 89107 | $173,252 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $595 | Amt |
| Disbursements Charitable Prps | $595 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | MORGAN STANLEY LT GAIN | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Gross Sales Price | $8,028 | GrossSalesPriceAmt |
| Total Net | $8,028 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY ACCT 619-DETAIL AVAIL | $1,197,189 | $1,479,736 |
| MORGAN STANLEY ACCT 620-DETAIL AVAIL | $961,066 | $1,753,230 |
| MORGAN STANLEY ACCT 621-DETAIL AVAIL | $1,150,149 | $1,725,683 |
| MORGAN STANLEY ACCT 622-DETAIL AVAIL | $1,207,408 | $1,404,896 |
| MORGAN STANLEY ACCT 623-DETAIL AVAIL | $463,137 | $406,816 |
| MORGAN STANLEY ACCT 624-DETAIL AVAIL | $169,445 | $183,386 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $322,130 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $335,858 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MS ACCT 624 - OTHER MUTUAL FUNDS | AT COST | $522,772 | $526,341 |
| MS ACCT 625 - OTHER MUTUAL FUNDS | AT COST | $1,280,744 | $1,265,112 |
| PTP UBI & COST ADJ | AT COST | $1,493 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $41,512 | LegalFeesAmt |
| Disbursements Charitable Prps | $41,512 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JEWELRY | Desc |
| BOY Book Value | $749,845 | BOYBookValueAmt |
| EOY Book Value | $749,845 | EOYBookValueAmt |
| EOYFMV | $1,005,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| INVESTMENT SERVICE FEES | $110,955 | $110,955 | |
| AUTO, TRAVEL & OTHER SUPPLIE | $4,757 | $4,757 | |
| POSTAGE | $357 | $357 | |
| SUPPLIES | $1,083 | $1,083 | |
| ADMIN/REIMBURSEMENTS | $837 | $837 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| SECTION 1250 GAINS | $141 |
| PTP UNLRELATED BUSINESS INCOM | -$19,029 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | M STANLEY UNSETTLED TRANSACTIONS | Desc |
| BOY Book Value | -$19,428 | BOYBookValueAmt |
| EOY Book Value | $14,555 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATIVE AND BOOKKEEPING | CategoryTxt |
| Amt | $22,996 | Amt |
| Disbursements Charitable Prps | $22,996 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $4,666 | Amt |
| Net Investment Income | $4,666 | NetInvestmentIncomeAmt |
Comments