THE DRANEY FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE DRANEY FAMILY FOUNDATION (EIN 20-2654475)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201923199349101972
- Schema version
- 2018v3.1
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T11:11:05-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954195174 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTIER TRUST COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1810 S FAIR OAKS STE 200 | AddressLine1Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202654475 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DRANEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DRAN | BusinessNameControlTxt |
| Phone | 7022944399 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W LIBERTY STREET STE 890 | AddressLine1Txt |
| City | RENO | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RYAN DRANEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7022944399 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KYLE WEBSTER CPA | PreparerPersonNm |
| PTIN | P00148175 | PTIN |
| Phone | 6264415111 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 8.36.116.205 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 09:10:44 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 456DFAB1560D1748E88BECB16D6F069E1274336F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EBA803FABB6F7A534F41A8AC6E7613DD0C804785 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,117,922 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $26,759 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,759 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $219,874 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $515,602 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $219,874 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $246,633 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $246,633 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $100 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $100 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,680 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $840 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $840 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,690 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,690 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,029 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $282 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,506 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,819 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $940 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $52,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $52,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,606 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,819 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $53,040 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $183,027 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $237,814 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $56,291 | CashBOYAmt |
| Cash EOY | $154,494 | CashEOYAmt |
| Cash EOYFMV | $154,494 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $305 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,670 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,670 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $476,845 | CorporateStockBOYAmt |
| Corporate Stock EOY | $599,103 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $794,387 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $101,469 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $75,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $94,924 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $109,974 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $84,617 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $59,447 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $744,884 | TotalAssetsBOYAmt |
| Total Assets EOY | $927,884 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,117,922 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $744,884 | RetainedEarningBOYAmt |
| Retained Earning EOY | $927,884 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $744,884 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $927,884 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $744,884 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $927,884 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $744,884 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $183,027 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $927,911 | SubtotalAmt |
| Other Decreases | $27 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $927,884 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (58 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100 AT&T INC COM | P | 2014-12-10 | 2018-07-03 | $3,267 | $3,275 | -$8 | -$8 |
| 5 ALPHABET INC CL A | P | 2012-11-20 | 2018-07-03 | $5,585 | $1,679 | $3,906 | $3,906 |
| 10 AMAZON COM INC COM | P | 2010-03-02 | 2018-03-05 | $15,153 | $1,260 | $13,893 | $13,893 |
| 9 AMAZON COM INC COM | P | 2010-03-02 | 2018-03-09 | $14,172 | $1,134 | $13,038 | $13,038 |
| 6 AMAZON COM INC COM | P | 2012-11-20 | 2018-07-03 | $10,184 | $1,397 | $8,787 | $8,787 |
| 75 APPLE COMPUTER INC COM | P | 2010-02-22 | 2018-03-05 | $13,260 | $2,154 | $11,106 | $11,106 |
| 60 APPLE COMPUTER INC COM | P | 2010-02-22 | 2018-03-09 | $10,777 | $1,723 | $9,054 | $9,054 |
| 40 APPLE COMPUTER INC COM | P | 2010-02-22 | 2018-07-03 | $7,362 | $1,149 | $6,213 | $6,213 |
| 500 BARCLAYS BK PLC ETN+ SEL MLP | P | 2015-12-31 | 2018-07-03 | $10,020 | $9,651 | $369 | $369 |
| 75 CELGENE CORP COM | P | 2010-11-15 | 2018-03-09 | $6,895 | $2,277 | $4,618 | $4,618 |
| 5.573 DELL TECHNOLOGIES INC COM CL V | P | 2013-12-09 | 2018-07-03 | $529 | $263 | $266 | $266 |
| 27.281 DELL TECHNOLOGIES INC COM CL V | P | 2012-11-20 | 2018-07-03 | $2,591 | $1,288 | $1,303 | $1,303 |
| 11.146 DELL TECHNOLOGIES INC COM CL V | P | 2013-11-05 | 2018-07-03 | $1,058 | $526 | $532 | $532 |
| 10 DIAGEO P L C SPON ADR NEW | P | 2010-03-03 | 2018-07-03 | $1,435 | $653 | $782 | $782 |
| 100 EXXON MOBIL CORP COM | P | 2013-12-09 | 2018-03-09 | $7,425 | $9,599 | -$2,174 | -$2,174 |
| 500 FORD MOTOR COMPANY | P | 2010-02-24 | 2018-03-09 | $5,332 | $5,905 | -$573 | -$573 |
| 25000 GENERAL ELECTRIC CO PRFD 5.000%12/31/99 | P | 2017-09-28 | 2018-11-16 | $18,500 | $26,464 | -$7,964 | -$7,964 |
| 10 GOLDMAN SACHS GROUP INC COM | P | 2010-02-22 | 2018-07-03 | $2,200 | $1,573 | $627 | $627 |
| 500 ISHARES MSCI EMERGING MKTS | P | 2015-12-31 | 2018-12-17 | $19,700 | $16,145 | $3,555 | $3,555 |
| 50 ISHARES N.AMER.NAT RESOURCES EQ | P | 2010-02-22 | 2018-07-03 | $1,826 | $1,691 | $135 | $135 |
| 450 I SHARES MSCI EAFE IDEX FUND | P | 2015-12-31 | 2018-12-17 | $26,901 | $26,550 | $351 | $351 |
| 300 I SHARES MSCI EAFE IDEX FUND | P | 2010-02-22 | 2018-12-17 | $17,934 | $15,954 | $1,980 | $1,980 |
| 50 ISHARES GLOBAL INTERMEDIATE CREDIT INDEX | P | 2011-01-26 | 2018-07-03 | $5,306 | $5,298 | $8 | $8 |
| 0.4615 KIMCO RLTY CORP DEP 1/1000 PFD I | P | 2012-03-09 | 2018-04-17 | $11 | $12 | -$1 | -$1 |
| 437 KIMCO RLTY CORP DEP 1/1000 PFD I | P | 2012-03-09 | 2018-07-03 | $10,961 | $10,925 | $36 | $36 |
| 24 KRAFT HEINZ CO COM | P | 2012-11-20 | 2018-07-03 | $1,501 | $1,018 | $483 | $483 |
| 30 MIDCAP SPDR TR UNIT SER 1 | P | 2010-02-22 | 2018-03-09 | $10,634 | $4,040 | $6,594 | $6,594 |
| 20 MIDCAP SPDR TR UNIT SER 1 | P | 2010-11-15 | 2018-07-03 | $7,112 | $3,101 | $4,011 | $4,011 |
| 80 MIDCAP SPDR TR UNIT SER 1 | P | 2010-11-15 | 2018-07-31 | $28,917 | $12,402 | $16,515 | $16,515 |
| 170 MIDCAP SPDR TR UNIT SER 1 | P | 2010-02-22 | 2018-07-31 | $61,448 | $22,894 | $38,554 | $38,554 |
| 25 SEMPRA ENERGY COM | P | 2010-02-22 | 2018-07-03 | $2,894 | $1,225 | $1,669 | $1,669 |
| 100 SYNCHRONY FINL COM | P | 2015-12-31 | 2018-07-03 | $3,348 | $3,050 | $298 | $298 |
| 13 TESLA MTRS INC COM | P | 2012-11-20 | 2018-03-09 | $4,259 | $429 | $3,830 | $3,830 |
| 2096.041 VANGUARD MONTGOMERY FDS VGD MKT NEU IN | P | 2015-12-01 | 2018-03-09 | $24,419 | $25,173 | -$754 | -$754 |
| 50 ALLERGAN PLC SHS | P | 2016-12-22 | 2018-03-09 | $7,843 | $9,692 | -$1,849 | -$1,849 |
| 300 AT&T INC COM | P | 2014-12-10 | 2018-09-06 | $9,660 | $9,824 | -$164 | -$164 |
| 43 AT&T INC COM | P | 2010-02-22 | 2018-09-06 | $1,385 | $1,081 | $304 | $304 |
| 6 ALPHABET INC CL C | P | 2012-11-20 | 2018-09-06 | $7,011 | $2,004 | $5,007 | $5,007 |
| 7 AMAZON COM INC COM | P | 2012-11-20 | 2018-09-06 | $13,716 | $1,630 | $12,086 | $12,086 |
| 162 APPLE COMPUTER INC COM | P | 2010-02-22 | 2018-09-06 | $36,182 | $4,653 | $31,529 | $31,529 |
| 41 BRITISH AMERN TOB PLC SPONSORED ADR | P | 2018-09-06 | 2018-11-29 | $1,449 | $1,953 | -$504 | -$504 |
| 4 GARRETT MOTION INC COM | P | 2018-09-06 | 2018-10-18 | $58 | $70 | -$12 | -$12 |
| 150 GILEAD SCIENCES INC COM | P | 2010-02-22 | 2018-09-06 | $10,908 | $3,584 | $7,324 | $7,324 |
| 24 GILEAD SCIENCES INC COM | P | 2011-01-26 | 2018-09-06 | $1,745 | $478 | $1,267 | $1,267 |
| 50 JP MORGAN CHASE & CO COM | P | 2013-12-09 | 2018-09-06 | $5,699 | $2,823 | $2,876 | $2,876 |
| 65 JP MORGAN CHASE & CO COM | P | 2010-02-22 | 2018-09-06 | $7,409 | $2,672 | $4,737 | $4,737 |
| 57 LKQ CORP COM | P | 2018-09-06 | 2018-12-12 | $1,479 | $1,923 | -$444 | -$444 |
| 15 LAM RESEARCH CORP COM | P | 2018-09-06 | 2018-11-29 | $2,304 | $2,406 | -$102 | -$102 |
| 26 MICROSOFT CORP COM | P | 2015-12-31 | 2018-09-06 | $2,821 | $1,448 | $1,373 | $1,373 |
| 136 MONDELEZ INTL INC CL A | P | 2010-03-03 | 2018-09-06 | $5,918 | $2,491 | $3,427 | $3,427 |
| 0.668 RESIDEO TECHNOLOGIES INC COM | P | 2018-09-06 | 2018-12-18 | $14 | $19 | -$5 | -$5 |
| 23 SCHLUMBERGER LTD COM | P | 2018-09-06 | 2018-11-29 | $1,062 | $1,385 | -$323 | -$323 |
| 244 SCHWAB CHARLES CORP NEW COM | P | 2015-12-31 | 2018-09-06 | $12,095 | $8,096 | $3,999 | $3,999 |
| 121 SYNCHRONY FINL COM | P | 2015-12-31 | 2018-09-06 | $3,861 | $3,691 | $170 | $170 |
| 44 THERMO FISHER SCIENTIFIC INC COM | P | 2010-02-22 | 2018-09-06 | $10,387 | $2,108 | $8,279 | $8,279 |
| 40 ALLERGAN PLC SHS | P | 2016-12-22 | 2018-09-06 | $7,620 | $7,754 | -$134 | -$134 |
| 22 NXP SEMICONDUCTORS N V COM | P | 2018-09-06 | 2018-11-29 | $1,827 | $2,066 | -$239 | -$239 |
| CAPITAL GAINS DIVIDENDS | P | $233 | $233 | $233 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $219,874 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $94,200 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,158,421 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.081318 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $188,263 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,108,669 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.169810 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $43,850 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,295,314 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.033853 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $114,156 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,281,024 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.089113 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $121,192 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,272,654 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.095228 | DistributionYr5Rt |
| Total Distribution | 0.469322 | TotalDistributionRt |
| Average Distribution | 0.093864 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,208,089 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $113,396 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,378 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $115,774 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $53,040 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,756 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,756 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,756 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $72 | EsPenaltyAmt |
| Tax Due | $4,828 | 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 | DONNA T SAUNDERS | IndividualWithBooksNm |
| Phone | 7022944399 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 NEVADA WAY SUITE 100 | AddressLine1Txt |
| City | BOULDER CITY | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 890052450 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT W DRANEY | ||||||||
| 410 NEVADA WAY SUITE 100 | BOULDER CITY | NV | 89005 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DONNA T SAUNDERS | ||||||||
| 410 NEVADA WAY SUITE 100 | BOULDER CITY | NV | 89005 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RYAN TAYLOR DRANEY | ||||||||
| 410 NEVADA WAY SUITE 100 | BOULDER CITY | NV | 89005 | PRESIDENT/TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,080,834 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $145,652 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,226,486 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,226,486 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,397 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,208,089 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $60,404 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $60,404 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,756 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,756 | TotalTaxAmt |
| Distributable Before Adj | $55,648 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $55,648 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $55,648 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $53,040 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $53,040 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $53,040 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,648 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $58,025 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $50,529 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $134,384 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $38,026 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $280,964 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $53,040 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $53,040 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,608 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,608 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $278,356 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $55,417 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $222,939 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $50,529 | ExcessFromYear4Amt |
| Excess From Year2 | $134,384 | ExcessFromYear2Amt |
| Excess From Year1 | $38,026 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NEVADA VETERANS ASSISTANCE LEAGUE | |||||||
| PO BOX 60464 | BOULDER CITY | NV | 89006 | NONE | 501 (C)(3) | TO SUPPORT ORGANIZATION'S OBJECTIVES | $5,000 |
| PUBLIC EDUCATION FOUNDATION | |||||||
| 3360 WEST SAHARA AVE 160 | LAS VEGAS | NV | 89102 | NONE | 501 (C)(3) | TO SUPPORT PUBLIC EDUCATION | $10,000 |
| SPREAD THE WORD | |||||||
| 1065 AMERICAN PACIFIC DRIVE 160 | HENDERSON | NV | 89074 | NONE | 501 (C)(3) | TO SUPPORT ORGANIZATION'S OBJECTIVES | $16,000 |
| LEND A HAND OF BOULDER CITY | |||||||
| 400 UTAH ST | BOULDER CITY | NV | 89005 | NONE | 501 (C)(3) | TO SUPPORT ORGANIZATION'S OBJECTIVES | $100 |
| CLARK COUNTY SCHOOL DISTRICT ROBOTICS PROGRAM | |||||||
| 5100 WEST SAHARA AVENUE | LAS VEGAS | NV | 89146 | NONE | 501 (C)(3) | TO SUPPORT PUBLIC EDUCATION | $5,000 |
| CHARITY DEVELOPMENT OF LOS CABOS | |||||||
| 3945 GREENBRIAR DRIVE | STAFFORD | TX | 77477 | NONE | 501 (C)(3) | TO SUPPORT ORGANIZATION'S OBJECTIVES | $3,000 |
| ST JUDES RANCH FOR CHILDREN | |||||||
| 200 WILSON CIRCLE | BOULDER CITY | NV | 89005 | NONE | 501 (C)(3) | TO SUPPORT ORGANIZATION'S OBJECTIVES | $10,000 |
| CLUB DUST | |||||||
| 145 OLD ADOBE RD | WATSONVILLE | CA | 95076 | NONE | 501 (C)(3) | TO SUPPORT ORGANIZATION'S OBJECTIVES | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $52,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,759 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $219,874 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $246,633 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $246,633 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,680 | Amt |
| Net Investment Income | $840 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $840 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $75,000 | EOYBookValueAmt |
| EOYFMV | $94,924 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $599,103 | EOYBookValueAmt |
| EOYFMV | $794,387 | 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 | $84,617 | BookValueAmt |
| EOYFMV | $59,447 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $100 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $2 |
| PENALTIES | $25 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEES | Desc |
| Revenue And Expenses Per Books | $7 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATION FEES | CategoryTxt |
| Amt | $7,690 | Amt |
| Net Investment Income | $7,690 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $282 | $282 | $0 |
| EXCISE TAX | $1,747 | $0 | $0 |
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