LYNNE RUFFIN-SMITH CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LYNNE RUFFIN-SMITH CHARITABLE FOUNDATION (EIN 45-0521059)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201943199349105229
- 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
- Schedule B
- Accounting Fees Schedule
- 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 | 2019-11-15T16:38:26-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 7028776065 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 SHETLAND ROAD | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD T SMITH | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7022504482 | PhoneNum |
| Signature | 2019-11-14 | 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 | 2019-11-15 | 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 | 2019-11-15 | IPDt |
| IP Tm | 16:38:26 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FA3AD499A82CD574225E4F8B95847FBA20476762 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D8756B53688E6304CEB9DE34C70A861AD815B4F6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,274,251 | 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 | $1,159,174 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17,682 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,682 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $143,494 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $143,494 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,887 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,621,201 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,887 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$4,798 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,344,439 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $190,063 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $150,504 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $92,186 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $92,186 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $19,115 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $19,115 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $48,981 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $48,981 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,663 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $19,663 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,906 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,812 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,094 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $136,238 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $107,853 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28,385 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $479,393 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $112,665 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $216,224 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $712,642 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $712,642 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,192,035 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $112,665 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $928,866 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $152,404 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $77,398 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $276,005 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $271,538 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $271,538 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $34,663 | PrepaidExpensesBOYAmt |
| US Government Obligations BOY | $293,434 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $297,139 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $293,089 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,755,341 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,728,633 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,171,822 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,440,146 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,626,132 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,532,802 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $749,845 | OtherAssetsBOYAmt |
| Other Assets EOY | $749,845 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,005,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,549,434 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,673,287 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,274,251 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $9,123 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | -$19,428 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $9,123 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | -$19,428 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $7,540,311 | UnrestrictedBOYAmt |
| Unrestricted EOY | $7,692,715 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,540,311 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,692,715 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,549,434 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,673,287 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,540,311 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $152,404 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,692,715 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,692,715 | 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 | $12,164 | $10,200 | $1,964 | $1,964 |
| MORGAN STANLEY NONCOVERED 23 | P | $192,280 | $151,863 | $40,417 | $40,417 |
| MORGAN STANLEY COVERED LT 19 | P | $159,205 | $108,146 | $51,059 | $51,059 |
| MORGAN STANLEY LT CAPITAL GAIN DIST | P | $1,053 | $1,053 | $1,053 | |
| MORGAN STANLEY COVERED ST 20 | P | $141,998 | $161,045 | -$19,047 | -$19,047 |
| MORGAN STANLEY WASH SALE ADJS | P | $1,902 | $1,902 | $1,902 | |
| MORGAN STANLEY COVERED LT 20 | P | $91,842 | $87,579 | $4,263 | $4,263 |
| MORGAN STANLEY COVERED ST 21 | P | $19,891 | $18,264 | $1,627 | $1,627 |
| MORGAN STANLEY COVERED LT 21 | P | $160,690 | $119,025 | $41,665 | $41,665 |
| MORGAN STANLEY COVERED ST 22 | P | $303,886 | $380,993 | -$77,107 | -$77,107 |
| MORGAN STANLEY COVERED LT 22 | P | $258,055 | $272,499 | -$14,444 | -$14,444 |
| MORGAN STANLEY COVERED ST 23 | P | $20,371 | $17,982 | $2,389 | $2,389 |
| MORGAN STANLEY COVERED LT 23 | P | $23,178 | $25,053 | -$1,875 | -$1,875 |
| MORGAN STANLEY COVERED ST 24 | P | $26,255 | $24,435 | $1,820 | $1,820 |
| MORGAN STANLEY COVERED LT 24 | P | $127,306 | $130,588 | -$3,282 | -$3,282 |
| MORGAN STANLEY COVERED ST 25 | P | $3,872 | $4,189 | -$317 | -$317 |
| MORGAN STANLEY COVERED LT 25 | P | $76,910 | $80,110 | -$3,200 | -$3,200 |
| MORGAN STANLEY NONCOVERED 20 | P | $343 | $343 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,887 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$88,671 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,196,555 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,188,783 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.146121 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,062,252 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,427,301 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.143020 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $585,043 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,976,781 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.083856 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $923,632 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,595,881 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.165056 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $828,808 | AdjustedQlfyDistriYr5Amt |
| Total Distribution | 0.538053 | TotalDistributionRt |
| Average Distribution | 0.134513 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,420,662 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,132,689 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $774 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,133,463 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $928,866 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,548 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,548 | SubtotalAmt |
| Tax Based On Investment Income | $1,548 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $66 | EsPenaltyAmt |
| Tax Due | $1,614 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD T SMITH | IndividualWithBooksNm |
| Phone | 7028776065 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 840 S RANCHO DR STE 4 DEPT 403 | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 | RICHARD T SMITH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 840 S RANCHO DR STE 4 DEPT 403 | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $150,504 | 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 | $7,250,624 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $293,271 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,005,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,548,895 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,548,895 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $128,233 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,420,662 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $421,033 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $421,033 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,548 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,548 | TotalTaxAmt |
| Distributable Before Adj | $419,485 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $419,485 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $419,485 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $928,866 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $928,866 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $928,866 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $419,485 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $828,808 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $644,508 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $409,587 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $692,059 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $792,944 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,367,906 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $928,866 | QualifyingDistributionsAmt |
| Applied To Current Year | $419,485 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $509,381 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,877,287 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $828,808 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,048,479 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $644,508 | ExcessFromYear4Amt |
| Excess From Year3 | $409,587 | ExcessFromYear3Amt |
| Excess From Year2 | $692,059 | ExcessFromYear2Amt |
| Excess From Year1 | $792,944 | ExcessFromYear1Amt |
| Excess From Current Year | $509,381 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICHARD T SMITH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 840 S RANCHO DR STE 4 DEPT 403 | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7028776065 | 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 (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADAM'S PLACE | |||||||
| 601 S RANCHO BLDG C | SUITE 19 | LAS VEGAS | NV | 89106 | PNF | CHARITABLE PURPOSES | $500 |
| BISHOP GORMAN | |||||||
| 5959 S HUALAPAI WAY | LAS VEGAS | NV | 89148 | PC | CHARITALBLE PURPOSES | $5,000 | |
| BOYS & GIRLS CLUB KOOTENAI COUNTY | |||||||
| 200 W MULLAN AVENUE | POST FALLS | ID | 83854 | PC | CHARITABLE PURPOSES | $10,000 | |
| CATHOLIC CHARITIES OF SN | |||||||
| 1501 LAS VEGAS BLVD NORTH | LAS VEGAS | NV | 89101 | PC | CHARITABLE PURPOSES | $30,000 | |
| COMBAT VETERANS MOTOCYCLE ASSOCIATI | |||||||
| 2233 W POLO GREEN AVE | ID CHAPTER 13-1 | POST FALLS | ID | 83854 | PC | TRASPORT AND DEFEND | $5,000 |
| DIABLED AMERICAN VETERANS | |||||||
| 2536 W FALLING STAR LOOP | POST FALLS | ID | 83854 | PC | CHARITABLE PURPOSES | $5,000 | |
| DOUBLE TAP FOUNDATION | |||||||
| 840 SOUTH RANCHO DR | 4 DIVISION 403 | LAS VEGAS | NV | 89106 | EOF | CHARITABLE PURPOSE | $200,000 |
| FRIENDS FOR LAS VEGAS POLICE | |||||||
| 1639 N VALLEY DRIVE | LAS VEGAS | NV | 89108 | PC | SPONSORSHIP | $3,500 | |
| FRIENDS OF FELINES KANSAS | |||||||
| 8918 W 21ST ST N | SUITE 200 160 | WICHITA | KS | 672051880 | PC | CHARITABLE PURPOSES | $3,000 |
| GIRL SCOUTS OF SOUTHERN NEVADA | |||||||
| 2941 HARRIS AVENUE | LAS VEGAS | NV | 89101 | PC | YOUTH EDUCATIONAL PROGRAMS | $5,000 | |
| HAYDEN TRIATHLON COMMUNITY FUND | |||||||
| 1424 E SHERMAN AVE | SUITE 200 | COEUR DALENE | ID | 83816 | PC | CHARITABLE PURPOSES | $5,000 |
| INLAND NORTHWEST HONOR FLIGHT | |||||||
| 608 W 2ND AVE | SUITE 309 | SPOKANE | WA | 99201 | PC | TRANSPORT VETERANS TO MEMORIALS | $15,000 |
| KEEP MEMORY ALIVE | |||||||
| 888 W BONNEVILLE AVE | LAS VEGAS | NV | 89106 | PC | GENERAL PROGRAMS | $40,000 | |
| KOOTENAI HEALTH FOUNDATION INC | |||||||
| 2003 KOOTENAI HEALTH WAY | COEUR DALENE | ID | 83814 | PC | CHARITABLE PURPOSES | $14,000 | |
| LAS VEGAS FIGURE SKATING CLUB INC | |||||||
| PO BOX 570531 | LAS VEGAS | NV | 89107 | PC | YOUTH ATHLETIC PROGRAMS | $5,000 | |
| LIGHTBENDERS INSTITUTE OF PHOTOGRAP | |||||||
| 18166 W HOLLIDAY WAY | HAUSER | ID | 838540000 | PC | CHARITABLE PURPOSES | $4,000 | |
| NATHAN ADELSON HOSPICE FOUNDATION | |||||||
| 4141 SWENSON STREET | LAS VEGAS | NV | 89119 | PC | CHARTIABLE PURPOSE | $30,000 | |
| NEWBY-GINNINGS | |||||||
| 570 S CLEARWATER LOOP | UNIT A | POST FALLS | ID | 83854 | PC | CHARITABLE PURPOSES | $51,916 |
| NORTH IDAHO CASA | |||||||
| 1417 N 4TH STREET | COEUR DALENE | ID | 83814 | PC | CHARITABLE PURPOSES | $15,226 | |
| OUTDOOR RECREATION HERITAGE FUND | |||||||
| 170 W SHIRLEY AVE | WARRENTON | VA | 20186 | EOF | CHARITABLE PURPOSES | $10,000 | |
| PBS | |||||||
| 3050 E FLAMINGO ROAD | LAS VEGAS | NV | 89121 | PC | GENERAL PURPOSES | $20,500 | |
| REBEL GOLF FOUNDATION | |||||||
| 4505 MARYLAND PARKWAY | LAS VEGAS | NV | 89154 | EOF | CHARITABLE PURPOSE | $50,000 | |
| RUNNING W THERAPEUTIC | |||||||
| 6147 W HARVEST AVE | RATHDRUM | ID | 83858 | PC | CHARITABLE PURPOSE | $25,000 | |
| SIX BRIDEGES ART ASSOCIATIONS INC | |||||||
| W 1227 17TH AVE | SPOKANE | WA | 99203 | PF | SPONSORSHIP | $20,000 | |
| SOUTHERN HIGHLANDS CHARITABLE FOUND | |||||||
| 11411 SOUTHERN HIGHLANDS | SUITE 300 | LAS VEGAS | NV | 89141 | PC | CHARITABLE PURPOSE | $10,000 |
| SOUTHERN NEVADA LAW ENFORCEMENT | |||||||
| P O BOX 777218 | HENDERSON | NV | 89077 | PC | EXPANSION POLICE MEMORIAL PARK | $5,000 | |
| SPECIALIZED NEEDS RECREATION | |||||||
| 3700 GOVERMENT WAY | COEUR DALENE | ID | 83815 | PC | CHARITABLE PURPOSES | $10,000 | |
| ST ROSE DOM HEALTH FOUNDATION | |||||||
| 3001 ST ROSE PARKWAY | HENDERSON | NV | 89052 | PF | CHARITABLE PROGRAMS | $55,000 | |
| THE SOUP KITCHEN AT ST BARNABAS | |||||||
| PO BOX 539 | MCMINNVILLE | OR | 97128 | PC | CHARITABLE PURPOSES | $5,000 | |
| VETERANS EMERGENCY RELIEF FUND | |||||||
| 2536 W FALLING STAR LOOP | POST FALLS | ID | 83854 | PC | CHARITABLE PURPOSE | $5,000 | |
| WICHITA ART MUSEUM | |||||||
| 1400 W MUSEUM BLVD | WICHITA | KS | 67203 | PC | GENERAL PROGRAMS | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $712,642 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,014 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,668 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $143,494 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $28,887 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd |
|---|---|---|---|---|
| CASH CONTRIBUTIONS | $21,877 | |||
| SECTION 1250 GAINS | $261 | |||
| PTP UNLRELATED BUSINESS INC | 211110 | -$26,936 | 1 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$26,936 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $159,508 | ExclusionAmt |
| Related Or Exempt Function Incm | $52,693 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $185,265 | 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 (3 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) |
| LYNNE RUFFIN CLAT 3 | ||||||
| 3 | 500 SHETLAND ROAD | LAS VEGAS | NV | 89107 | $47,482 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $4,800 | Amt |
| Disbursements Charitable Prps | $4,800 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY ACCT 619-DETAIL AVAIL | $1,057,641 | $1,112,343 |
| MORGAN STANLEY ACCT 620-DETAIL AVAIL | $881,003 | $1,283,799 |
| MORGAN STANLEY ACCT 621-DETAIL AVAIL | $1,042,533 | $1,261,797 |
| MORGAN STANLEY ACCT 622-DETAIL AVAIL | $1,148,270 | $1,013,411 |
| MORGAN STANLEY ACCT 623-DETAIL AVAIL | $436,409 | $343,348 |
| MORGAN STANLEY ACCT 624-DETAIL AVAIL | $162,777 | $157,124 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $297,139 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $293,089 | 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 | $459,717 | $438,573 |
| MS ACCT 625 - OTHER MUTUAL FUNDS | AT COST | $1,160,587 | $1,094,229 |
| PTP UBI & COST ADJ | AT COST | $5,828 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $48,981 | LegalFeesAmt |
| Disbursements Charitable Prps | $48,981 | 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 | $107,853 | $107,853 | |
| AUTO, TRAVEL & OTHER SUPPLIE | $22,048 | $22,048 | |
| POSTAGE | $357 | $357 | |
| SUPPLIES | $5,067 | $5,067 | |
| ADMIN/REIMBURSEMENTS | $913 | $913 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| CASH CONTRIBUTIONS | $21,877 |
| SECTION 1250 GAINS | $261 |
| PTP UNLRELATED BUSINESS INCOM | -$26,936 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNSETTLED TRANSACTIONS | Desc |
| BOY Book Value | $9,123 | BOYBookValueAmt |
| EOY Book Value | -$19,428 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATIVE AND BOOKKEEPING | CategoryTxt |
| Amt | $19,663 | Amt |
| Disbursements Charitable Prps | $19,663 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $4,812 | $4,812 | |
| FEDERAL TAXES | $3,094 | $3,094 |
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