TONY AND RENEE MARLON CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TONY AND RENEE MARLON CHARITABLE FOUNDATION (EIN 20-5104500)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-14
- IRS object ID
- 201902269349100905
- 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 Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-14T15:52:43-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 430765316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINBROWN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5851 W CHARLESTON BLVD | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89146 | 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 | 205104500 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TONY AND RENEE MARLON CHARITABLE FOUNDAT | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TONY | BusinessNameControlTxt |
| Phone | 7028347333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9025 GREENSBORO LANE | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89134 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTHONY MARLON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7028347333 | PhoneNum |
| Signature | 2019-08-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUGLAS WINTERS | PreparerPersonNm |
| PTIN | P00165180 | PTIN |
| Phone | 7028789788 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.234.153.165 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-09 | IPDt |
| IP Tm | 20:59:59 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FF1F382E797EE3D05EABFF84EF05A331996E6977 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E803496CB2C32862870D330F611ADF5CE5F67E9F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $37,234,101 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $7 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $718,170 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $718,170 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $765,840 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,121,952 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $765,840 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,427 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,427 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,490,444 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,490,444 | 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 | $3,738 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $1,009 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,009 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $102,825 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,714 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $296,370 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $296,370 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $412,692 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $310,093 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,802,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,802,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,214,892 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $310,093 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,802,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$724,448 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,180,351 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $62,822 | CashBOYAmt |
| Cash EOY | $10,231 | CashEOYAmt |
| Cash EOYFMV | $10,231 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,567,407 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,978,796 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,982,281 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $16,300,929 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,707,649 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,210,666 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,949,519 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,288,365 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,370,434 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,752,310 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,923,498 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,660,489 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $32,632,987 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,908,539 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,234,101 | 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 | $32,632,987 | RetainedEarningBOYAmt |
| Retained Earning EOY | $31,908,539 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,632,987 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,908,539 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,632,987 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,908,539 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,632,987 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$724,448 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $31,908,539 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,908,539 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| US TRUST 2936 | P | $65,951 | $61,872 | $4,079 | $4,079 |
| US TRUST 2936 | P | $500,856 | $283,430 | $217,426 | $217,426 |
| US TRUST 2803 | P | $857,353 | $876,275 | -$18,922 | -$18,922 |
| US TRUST 2803 | P | $422,474 | $342,966 | $79,508 | $79,508 |
| US TRUST 2456 | P | $2,415,752 | $2,489,802 | -$74,050 | -$74,050 |
| US TRUST 2456 | P | $3,673,318 | $3,352,393 | $320,925 | $320,925 |
| US TRUST 2944 | P | $35,167 | $31,616 | $3,551 | $3,551 |
| US TRUST 2944 | P | $129,329 | $89,785 | $39,544 | $39,544 |
| US TRUST 2829 | P | $274,603 | $274,745 | -$142 | -$142 |
| US TRUST 2829 | P | $462,591 | $350,124 | $112,467 | $112,467 |
| US TRUST 2811 | P | $125,509 | $130,638 | -$5,129 | -$5,129 |
| US TRUST 2811 | P | $168,181 | $109,277 | $58,904 | $58,904 |
| US TRUST 2894 | P | $84,864 | $76,289 | $8,575 | $8,575 |
| US TRUST 2894 | P | $244,702 | $189,921 | $54,781 | $54,781 |
| GS 544-6 | P | $10,383 | -$10,383 | -$10,383 | |
| GS 544-6 | P | $15,575 | -$15,575 | -$15,575 | |
| GS225-3 | P | $177,690 | $181,645 | -$3,955 | -$3,955 |
| GS 225-3 | P | $271,987 | $227,188 | $44,799 | $44,799 |
| GS 794-5 | P | $561,221 | $869,723 | -$308,502 | -$308,502 |
| GS 793-7 | P | $226,670 | $221,172 | $5,498 | $5,498 |
| GS 793-7 | P | $1,035,485 | $889,401 | $146,084 | $146,084 |
| GS 785-3 | P | $58,771 | $54,380 | $4,391 | $4,391 |
| GS 785-3 | P | $327,086 | $227,512 | $99,574 | $99,574 |
| WEST STREET CAPITAL PARTNERS | P | $3 | $3 | $3 | |
| WEST STREET CAPITAL PARTNERS | P | $32 | $32 | $32 | |
| CAPITAL GAINS DIVIDENDS | P | $2,357 | $2,357 | $2,357 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $765,840 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,752,798 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $39,201,255 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044713 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,112,745 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $36,790,225 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057427 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,142,027 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $38,235,364 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056022 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,681,723 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $39,284,505 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042809 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,699,175 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $36,289,241 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046823 | DistributionYr5Rt |
| Total Distribution | 0.247794 | TotalDistributionRt |
| Average Distribution | 0.049559 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $39,529,976 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,959,066 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,804 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,970,870 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,802,200 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,607 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,607 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,607 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $49,160 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $49,160 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $271 | EsPenaltyAmt |
| Overpayment | $25,282 | OverpaymentAmt |
| Applied To ES Tax | $25,282 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANTHONY MARLON | IndividualWithBooksNm |
| Phone | 7028347333 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9025 GREENSBORO LANE | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANTHONY MARLON | ||||||||
| 1645 VILLAGE CENTER CIRCLE | LAS VEGAS | NV | 89134 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| RENEE MARLON | ||||||||
| 1645 VILLAGE CENTER CIRCLE | LAS VEGAS | NV | 89134 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| ANTHONY MARLON | ||||||||
| 1645 VILLAGE CENTER CIRCLE | LAS VEGAS | NV | 89134 | SECRETARY/TREASURER | 0.00 | $0 | $0 | $0 |
| JEANNINE ANN ZELLER | ||||||||
| 1645 VILLAGE CENTER CIRCLE | LAS VEGAS | NV | 89134 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ANTHONY MARLON | ||||||||
| 1645 VILLAGE CENTER CIRCLE | LAS VEGAS | NV | 89134 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SCOTT ZELLER | ||||||||
| 1645 VILLAGE CENTER CIRCLE | LAS VEGAS | NV | 89134 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| BRADLEY RAITON | ||||||||
| 1645 VILLAGE CENTER CIRCLE | LAS VEGAS | NV | 89134 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ROBERT MARLON | ||||||||
| 1645 VILLAGE CENTER CIRCLE | LAS VEGAS | NV | 89134 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | COLLEGE OF THE HOLY CROSS | Description1Txt |
| Expenses1 | $270,000 | Expenses1Amt |
| Description2 | GOVERNOR DUMMER ACADEMY | Description2Txt |
| Expenses2 | $250,000 | Expenses2Amt |
| Description3 | PARK CITY PERFORMING ARTS FOUNDATION | Description3Txt |
| Expenses3 | $160,000 | Expenses3Amt |
| Description4 | UTAH SYMPHONY & OPERA | Description4Txt |
| Expenses4 | $150,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $40,075,108 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,847 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,131,955 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,131,955 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $601,979 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,529,976 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,976,499 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,976,499 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,607 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,607 | TotalTaxAmt |
| Distributable Before Adj | $1,952,892 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,952,892 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,952,892 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,802,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,802,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,802,200 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,952,892 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,546,130 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,802,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,546,130 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $256,070 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,696,822 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHAMINADE DEVELOPMENT FUND | ||||||
| 340 JACKSON AVE | MINEOLA | NY | 11501 | PC | DEVELOPMENT FUND | $50,000 |
| COLLEGE OF THE HOLY CROSS | ||||||
| 1 COLLEGE ST | WORCESTER | MA | 01610 | PC | PROVIDE EDUCATIONAL SUPPORT | $270,000 |
| CORNERSTONE SCHOOL | ||||||
| 146 HIGH STREET | STRATHAM | NH | 03885 | PC | PROVIDE EDUCATIONAL SUPPORT | $35,000 |
| CROHNS & COLITIS FOUNDATION OF AMERICA | ||||||
| 386 PARK AVENUE SOUTH | NEW YORK | NY | 10016 | PC | SUPPORT FOR CROHN'S DISEASE AND ULCERATIVE COLITITS | $1,000 |
| CROSSROADS HOUSE INC | ||||||
| 600 LAFAYETTE ROAD | PORTSMOUTH | NH | 03801 | PC | PROVIDE SUPPORT FOR HOMELESS | $25,000 |
| FAMILIES FIRST OF THE GREATER SEACOAST | ||||||
| 100 CAMOUS DRIVE SUITE 12 | PARK CITY | NH | 03801 | PC | HEALTH AND FAMILY SERVICES | $25,000 |
| FOUNDATION FOR AN INDEPENDENT TOMORROW | ||||||
| 1931 STELLA LAKE DR | LAS VEGAS | NV | 89106 | PC | PROVIDE SUPPORT FOR EDUCATION, TRAINING, AND EMPLOYMENT PREPARATION | $40,000 |
| FREEDOM HOUSE SOBER LIVING INC | ||||||
| 3852 PALOS VERDES ST | LAS VEGAS | NV | 89119 | PC | ASSIST INDIVIDUALS DEALING WITH ALCOHOLISM | $50,000 |
| FRIENDS OF ASAPROSAR | ||||||
| PO BOX 127 | COHASSET | MA | 02025 | PC | PROVIDE SUPPORT FOR DISADVANTAGED PEOPLE | $25,000 |
| GOULD ACADEMY | ||||||
| 39 CHURCH STREET | BETHER | ME | 04217 | PC | PROVIDE EDUCATIONAL SUPPORT | $60,000 |
| IMPROVING DIABETES & OBESITY OUTCOMES | ||||||
| 8213 POINT VIEW CT | LAS VEGAS | NV | 89128 | PC | CHILDREN'S HEALTH PROGRAM | $6,700 |
| INTERNATIONAL HEALTH PARTNERS | ||||||
| 1811 S 39TH ST UNIT 36 | MESA | AZ | 85206 | PC | PROVIDE HEALTH SUPPORT | $10,000 |
| JOURNEY PARENT ORGANIZATION | ||||||
| 2710 SOUTH RAINBOW BLVD | LAS VEGAS | NV | 89146 | PC | PROVIDE EDUCATIONAL SUPPORT | $10,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION INTL | ||||||
| 5542 S FORT APACHE RD 120 | LAS VEGAS | NV | 89148 | PC | SUPPORT DIABETES RESEARCH | $50,000 |
| MARTHA VINEYARD CEREBAL PALSY CAMP INC | ||||||
| PO BOX 1357 | VINEYARD HAVEN | MA | 02568 | PC | SUPPORT CEREBAL PALSY RESEARCH | $10,000 |
| MARTHA VINEYARD STRIPED BASS | ||||||
| PO BOX 2101 | EDGARTOWN | MA | 02539 | PC | PROVIDE EDUCATIONAL ASSISTANCE FOR AT RISK YOUTH | $10,000 |
| NEVADA POLICY RESEARCH INSTITUTE | ||||||
| 7130 PLACID ST | LAS VEGAS | NV | 89119 | PC | SEEK PRIVATE SOLUTIONS TO PUBLIC CHALLENGES FACING NEVADA | $40,000 |
| OPPORTUNITY VILLAGE FOUNDATION | ||||||
| 6300 W OAKEY BLVD | LAS VEGAS | NV | 89146 | PC | ASSISTS PERSONS WITH INTELLUCTUAL DISABILITIES | $50,000 |
| PARK CITY PERFORMING ARTS FOUNDATION | ||||||
| 2053 SIDEWINDER DRIVE | PARK CITY | UT | 84060 | PC | PROVIDE SUPPORT TO PERFORMING ARTS | $160,000 |
| SPREAD THE WORD NEVADA | ||||||
| 260 E DESERT ROSE | HENDERSON | NV | 89015 | PC | PROMOTE LITERACY | $32,000 |
| THE SHADE TREE | ||||||
| 1 WEST OWENS AVE | NORTH LAS VEGAS | NV | 89030 | PC | PROMOTE SELF RELIANCE FOR WOMEN & CHILDREN | $25,000 |
| THE SMITH CENTER FOR THE PERFORMING ARTS | ||||||
| 241 W CHARLESTON BLVD SUITE 111 | LAS VEGAS | NV | 89102 | PC | SUPPORT PERFORMING ARTS | $100,000 |
| THREE SQUARE | ||||||
| 4190 N PECOS RD | LAS VEGAS | NV | 89115 | PC | SUPPORT HUNGER RELIEF PROGRAMS | $20,000 |
| TORINO FOUNDATION | ||||||
| 4455 WAGON TRAIL AVE | LAS VEGAS | NV | 89118 | PC | SUPPORT FOR TERMINALLY ILL CHILDREN | $40,000 |
| UNIVERSITY OF NEVADA LAS VEGAS FOUNDATION | ||||||
| PO BOX 451006 | LAS VEGAS | NV | 89154 | PC | SUPPORT UNIVERSITY PROGRAMS | $140,500 |
| UTAH SYMPHONY & OPERA | ||||||
| 123 WEST SOUTH TEMPLE | SALT LAKE CITY | UT | 84101 | PC | PROVIDE SUPPORT TO PERFORMING ARTS | $150,000 |
| VMSN | ||||||
| 4770 HARRISON DRIVE STE 105 | LAS VEGAS | NV | 89121 | PC | PROVIDE ASSISTANCE FOR FREE HEALTHCARE | $50,000 |
| YMCA OF SOUTHERN NEVADA | ||||||
| 4141 MEADOWS LANE | LAS VEGAS | NV | 89152 | PC | PROVIDE SUPPORT FOR CHILDRENS SUMMER CAMP | $25,000 |
| ATI FOUNDATION | ||||||
| 790 REMINGTON BLVD | BOLINGBROOK | IL | 60440 | PC | GIVE HELP AND HOPE TO CHILDREN WITH PHYSICAL IMPAIRMENTS | $5,000 |
| DIGNITY HEALTH ST ROSE DOMINICAN HEALTH FOUNDATION | ||||||
| 3001 ST ROSE PARKWAY | HENDERSON | NV | 89052 | PC | IMPROVE COMMUNITY HEALTH AND WELLNESS | $10,000 |
| EASTER SEALS NEVADA | ||||||
| 7281 W CHARLESTON BLVD | LAS VEGAS | NV | 89117 | PC | SUPPORT PHYSICAL & OCCUPATIONAL THERAPY FOR CHILDREN | $10,000 |
| GOVERNOR DUMMER ACADEMY | ||||||
| 1 ELM ST | BYFIELD | MA | 01922 | PC | EDUCATIONAL SUPPORT | $250,000 |
| LAS VEGAS PHILHARMONIC | ||||||
| 2451 S BUFFALO DR SUITE 142 | LAS VEGAS | NV | 89117 | PC | PROVIDE SUPPORT TO PERFORMING ARTS | $10,000 |
| SOLOMON SCHECHTER DAY SCHOOL | ||||||
| 10100 BANBURRY CROSS DR | LAS VEGAS | NV | 89144 | PC | SUPPORT EDUCATIONAL PROGRAMS | $1,000 |
| WINGS REFUGE | ||||||
| 430 3RD ST | OSCEOLA | MO | 64776 | PC | SUPPORT FOR VICTIMS OF DOMESTIC VIOLENCE | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,802,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $718,170 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,427 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $765,840 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,490,444 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,490,444 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $8,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $9,288,365 | EOYBookValueAmt |
| EOYFMV | $9,370,434 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $16,707,649 | EOYBookValueAmt |
| EOYFMV | $19,210,666 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,923,498 | BookValueAmt |
| EOYFMV | $6,660,489 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $3,738 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GS INVESTMENT FEES | $56,983 | $56,983 | $0 |
| UST INVESTMENT FEES | $232,237 | $232,237 | $0 |
| BROAD STREET REAL ESTATE CREDIT INVESTMENT FEES | $780 | $780 | $0 |
| WEST STREET CAPITAL PARTNERS VII INVESTMENT FEES | $5,488 | $5,488 | $0 |
| CHINA US INDUSTRIAL COOPERATION PARTNERSHIP INVESTMENT FEES | $728 | $728 | $0 |
| WEST STREET CAPITAL PARTNERS VII PARALLEL B INVESTMENT FEES | $154 | $154 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $3,683 | $3,683 | $3,683 |
| NONDIVIDEND DISTRIBUTIONS | $2,514 | $2,514 | $2,514 |
| OTHER RECEIPTS | $230 | $230 | $230 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $12,714 | $12,714 | $0 |
| INVESTMENT TAXES | $90,111 | $0 | $0 |
Comments