ZARLEY FAM FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ZARLEY FAM FOUNDATION (EIN 20-5938501)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201921359349102352
- 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
- Depreciation Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T12:05:14-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3011 TOWNSGATE ROAD SUITE 400 | AddressLine1Txt |
| City | WESTLAKE VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91361 | 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 | 205938501 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ZARLEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GREGGORY J HUTCHINS | InCareOfNm |
| Business Name Control | ZARL | BusinessNameControlTxt |
| Phone | 7025216741 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 SAINT CROIX STREET | AddressLine1Txt |
| City | HENDERSON | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89012 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES ZARLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7025216741 | PhoneNum |
| Signature | 2018-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGGORY J HUTCHINS | PreparerPersonNm |
| PTIN | P00365150 | PTIN |
| Phone | 8053748555 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 174.46.231.234 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 95206420191355000003 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 90331CCEAFC60F326565BB1C5ED9309C3CB327EB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C2AE308B265C67443D56091EEF6ABB319BCAC2A0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,400,296 | 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 | $250,457 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $446 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $446 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $51,793 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,793 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $187,293 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,847,178 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $745,588 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $489,989 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $797,827 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,547 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,773 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,774 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,295 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $9,892 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,773 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,774 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $170,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $170,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $179,892 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,773 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $172,774 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $310,097 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $795,054 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $41,634 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,983 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,983 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,413,201 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,722,672 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,354,524 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,512 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,789 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,789 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,458,347 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,768,444 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,400,296 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,458,347 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,768,444 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,458,347 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,768,444 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,458,347 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,768,444 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,458,347 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $310,097 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,768,444 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,768,444 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES (ST) | 2018-12-31 | $23,098 | $23,112 | -$14 | -$14 | ||
| 12,500 SHS TEXAS ROADHOUSE | 2018-12-31 | $727,481 | $119,000 | $608,481 | $608,481 | ||
| PUBLICLY TRADED SECURITIES (LT) | 2018-12-31 | $970,706 | $950,728 | $19,978 | $19,978 | ||
| RETROSPECTIVE SALE CHARGE | 2018-12-10 | $0 | $8,750 | -$8,750 | -$8,750 | 2018-12-10 | |
| CAPITAL GAIN DIVIDENDS | $125,893 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $745,588 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $162,616 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,159,079 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051476 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $154,416 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,917,013 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052936 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $153,282 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,940,969 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05212 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $119,768 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,153,434 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055617 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $103,619 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,031,568 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051004 | DistributionYr5Rt |
| Total Distribution | 0.263153 | TotalDistributionRt |
| Average Distribution | 0.052631 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,459,437 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $182,074 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,951 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $190,025 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $172,774 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,901 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,901 | SubtotalAmt |
| Tax Based On Investment Income | $15,901 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,800 | TotalPaymentsAndCreditsAmt |
| Tax Due | $13,101 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.thezarleyfoundation.com | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREGGORY J HUTCHINS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8053748555 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3011 TOWNSGATE ROAD 400 | AddressLine1Txt |
| City | WESTLAKE VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91361 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JAMES ZARLEY | ||||||||
| 600 SAINT CROIX STREET | HENDERSON | NV | 89012 | CHAIRMAN | 1.0 | $0 | $0 | $0 |
| MATT ZARLEY | ||||||||
| 600 SAINT CROIX STREET | HENDERSON | NV | 89012 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| CHAD ZARLEY | ||||||||
| 600 SAINT CROIX STREET | HENDERSON | NV | 89012 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,437,363 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $74,756 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,512,119 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,512,119 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,682 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,459,437 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $172,972 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $172,972 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,901 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,901 | TotalTaxAmt |
| Distributable Before Adj | $157,071 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $157,071 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $157,071 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $172,774 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $172,774 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $172,774 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $157,071 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,464 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,184 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,398 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,589 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,052 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $44,687 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $172,774 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $157,071 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,703 | RemainingDistriFromCorpusAmt |
| Total Corpus | $60,390 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,464 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $56,926 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,184 | ExcessFromYear4Amt |
| Excess From Year3 | $7,398 | ExcessFromYear3Amt |
| Excess From Year2 | $9,589 | ExcessFromYear2Amt |
| Excess From Year1 | $10,052 | ExcessFromYear1Amt |
| Excess From Current Year | $15,703 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| REBEL HOCKEY CLUB | |||||||
| 4505 S Maryland Parkway Box 4520 | LAS VEGAS | NV | 89154 | NONE | PC | GENERAL PURPOSE | $5,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 5150 W GOLDLEAF CIRCLE SUITE 400 | LOS ANGELES | CA | 90056 | NONE | PC | GENERAL PURPOSE | $5,000 |
| ST THERESA CHURCH | |||||||
| 25 W LIPOA STREET | KIHEI | HI | 96753 | NONE | PC | GENERAL PURPOSE | $5,000 |
| CASA PACIFICA | |||||||
| 1722 S LEWIS ROAD | CAMARILLO | CA | 93012 | NONE | PC | GENERAL PURPOSE | $40,000 |
| ANDYS OUTREACH FUND INC | |||||||
| 6040 DUTCHMANS LN | LOUISVILLE | KY | 402053305 | NONE | PC | GENERAL PURPOSE | $5,000 |
| SAINT THERESE CENTER HIV OUTREACH | |||||||
| PO BOX 90625 | HENDERSON | NV | 89009 | NONE | PC | GENERAL PURPOSE | $25,000 |
| EASTER SEALS DUPAGE AND THE FOX VALLEY REGION | |||||||
| 830 SOUTH ADDISON AVENUE | VILLA PARK | IL | 60181 | NONE | PC | GENERAL PURPOSE | $5,000 |
| OUR FATHERS HOUSE SOUP KITCHEN INC | |||||||
| PO BOX 668571 | POMPANO BEACH | FL | 33066 | NONE | PC | GENERAL PURPOSE | $5,000 |
| SAFE HOUSE INC | |||||||
| 921 AMERICAN PACIFIC DR STE 300 | HENDERSON | NV | 890147901 | NONE | PC | GENERAL PURPOSE | $10,000 |
| JEWEL LEVINE FOUNDATION INC | |||||||
| 633 CAMINO DEL SOL | NEWBURY PARK | CA | 91320 | NONE | PC | GENERAL PURPOSE | $25,000 |
| CHARITIES AID FOUNDATION OF AMERICA | |||||||
| 225 REINEKERS LANE SUITE 375 | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL PURPOSE | $5,000 |
| MAUI MEMORIAL HOSPITAL AUXILLIARY | |||||||
| 221 MAHALANI STREET | WAILUKU | HI | 96793 | NONE | PC | GENERAL PURPOSE | $5,000 |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 120 WALL STREET 29TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | GENERAL PURPOSE | $5,000 |
| VEGAS GOLDEN KNIGHTS FOUNDATION INC | |||||||
| 1701 VILLAGE CENTER CIRCLE | LAS VEGAS | NV | 89134 | NONE | PC | GENERAL PURPOSE | $5,000 |
| HENDERSON ROTARY CLUB | |||||||
| PO BOX 90274 | HENDERSON | NV | 89009 | NONE | PC | GENERAL PURPOSE | $5,000 |
| THREE SQUARE | |||||||
| 4190 N PECOS ROAD | LAS VEGAS | NV | 89115 | NONE | PC | GENERAL PURPOSE | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $170,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $446 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,793 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $187,293 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $239,532 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $239,532 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JAMES ZARLEY | |||||||
| 1 | 600 SAINT CROIX ST | HENDERSON | NV | 89012 | $5,597 | Yes (X) | |
| JAMES ZARLEY | |||||||
| 2 | 600 SAINT CROIX ST | HENDERSON | NV | 89012 | $244,860 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 4,000 SHS TXRH STOCK | NoncashPropertyDesc |
| Fair Market Value | $244,860 | FairMarketValueAmt |
| Received | 2018-12-17 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,547 | Amt |
| Net Investment Income | $2,773 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,774 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $3,512 | BOYBookValueAmt |
| EOY Book Value | $3,789 | EOYBookValueAmt |
| EOYFMV | $3,789 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEES AND LICENSES | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $4,295 | Amt |
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