TONY AND RENEE MARLON CHARITABLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- TONY AND RENEE MARLON CHARITABLE FOUNDATION (EIN 20-5104500)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-09
- IRS object ID
- 201713139349101311
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-09T15:18:07-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 880150455 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRADSHAW SMITH AND CO 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 | 2016-01-01 | 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 | 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 | 2017-11-08 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $38,194,702 | 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 | $500,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $665,659 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $426,658 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $665,659 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $399,557 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,862,635 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $399,557 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,763 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,763 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,763 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,566,979 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $827,978 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $667,422 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,713 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $57,238 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $4 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,451 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $610,983 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $701,389 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,121,025 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,121,025 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,822,414 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,121,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,255,435 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $827,974 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $667,422 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,675 | CashBOYAmt |
| Cash EOY | $3,023 | CashEOYAmt |
| Cash EOYFMV | $3,023 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,250,395 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,297,146 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,297,441 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $22,123,318 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,466,927 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,265,869 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,440,076 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,503,530 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,455,145 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,798,497 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,773,834 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,173,224 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $33,617,961 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,044,460 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,194,702 | 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 | $33,617,961 | RetainedEarningBOYAmt |
| Retained Earning EOY | $32,044,460 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,617,961 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,044,460 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,617,961 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,044,460 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,617,961 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,255,435 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $32,362,526 | SubtotalAmt |
| Other Decreases | $318,066 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,044,460 | 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 SHORT-TERM | P | $64,659 | $50,017 | $14,642 | $14,642 |
| US TRUST 2936 LONG-TERM | P | $244,788 | $154,699 | $90,089 | $90,089 |
| US TRUST 2803 SHORT-TERM | P | $670,653 | $690,823 | -$20,170 | -$20,170 |
| US TRUST 2803 LONG-TERM | P | $494,058 | $470,915 | $23,143 | $23,143 |
| US TRUST 2456 SHORT-TERM | P | $5,784,670 | $6,000,555 | -$215,885 | -$215,885 |
| US TRUST 2456 LONG-TERM | P | $3,646,902 | $3,269,991 | $376,911 | $376,911 |
| US TRUST 2944 SHORT-TERM | P | $4,101 | $6,084 | -$1,983 | -$1,983 |
| US TRUST 2944 LONG-TERM | P | $69,803 | $71,872 | -$2,069 | -$2,069 |
| US TRUST 2829 SHORT-TERM | P | $250,571 | $276,969 | -$26,398 | -$26,398 |
| US TRUST 2829 LONG-TERM | P | $525,803 | $459,902 | $65,901 | $65,901 |
| US TRUST 2811 SHORT-TERM | P | $150,689 | $155,208 | -$4,519 | -$4,519 |
| US TRUST 2811 LONG-TERM | P | $174,725 | $135,366 | $39,359 | $39,359 |
| US TRUST 2894 SHORT-TERM | P | $132,892 | $130,473 | $2,419 | $2,419 |
| US TRUST 2894 LONG-TERM | P | $371,964 | $294,404 | $77,560 | $77,560 |
| GS 544-6 SHORT-TERM | P | $16,356 | $16,356 | $16,356 | |
| GS 544-6 LONG-TERM | P | $24,534 | $24,534 | $24,534 | |
| POWERSHARES DB COMMODITY INDEX SHORT-TERM | P | $2,405 | -$2,405 | -$2,405 | |
| POWERSHARES DB COMMODITY INDEX LONG-TERM | P | $3,607 | -$3,607 | -$3,607 | |
| GS 225-3 SHORT-TERM | P | $314,932 | $332,774 | -$17,842 | -$17,842 |
| GS 225-3 LONG-TERM | P | $230,085 | $222,261 | $7,824 | $7,824 |
| GS 794-5 LONG-TERM | P | $814,803 | $811,794 | $3,009 | $3,009 |
| GS 793-7 SHORT-TERM | P | $149,618 | $150,145 | -$527 | -$527 |
| GS 793-7 LONG-TERM | P | $483,693 | $533,324 | -$49,631 | -$49,631 |
| GS 785-3 SHORT-TERM | P | $21,088 | $30,896 | -$9,808 | -$9,808 |
| GS 785-3 LONG-TERM | P | $221,090 | $208,594 | $12,496 | $12,496 |
| CAPITAL GAINS DIVIDENDS | P | $158 | $158 | $158 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $399,557 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$266,120 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,142,027 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $38,235,364 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056022 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,681,723 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $39,284,505 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042809 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,699,175 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $36,289,241 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046823 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,879,374 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $35,070,269 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053589 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,789,600 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $36,964,552 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048414 | DistributionYr5Rt |
| Total Distribution | 0.247657 | TotalDistributionRt |
| Average Distribution | 0.049531 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $36,790,225 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,822,257 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,280 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,830,537 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,121,025 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $8,280 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,280 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,280 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $247 | EsPenaltyAmt |
| Tax Due | $8,527 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | 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 |
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 | UNIVERSITY OF NEVADA LAS VEGAS FOUNDATION | Description1Txt |
| Expenses1 | $200,000 | Expenses1Amt |
| Description2 | UTAH SYMPHONY & OPERA | Description2Txt |
| Expenses2 | $125,000 | Expenses2Amt |
| Description3 | PARK CITY PERFORMING ARTS FOUNDATION | Description3Txt |
| Expenses3 | $100,000 | Expenses3Amt |
| Description4 | SMITH CENTER FOR THE PERFORMING ARTS | Description4Txt |
| Expenses4 | $100,000 | 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 | $37,347,327 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,155 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $37,350,482 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $37,350,482 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $560,257 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,790,225 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,839,511 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,839,511 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,280 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,280 | TotalTaxAmt |
| Distributable Before Adj | $1,831,231 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,831,231 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,831,231 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,121,025 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,121,025 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,280 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,112,745 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,831,231 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,677,789 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,121,025 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,677,789 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $443,236 | 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 | $1,387,995 | 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 (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BISHOP GORMAN HIGH SCHOOL | ||||||
| 5959 S HUALAPAI WAY | LAS VEGAS | NV | 89148 | PC | PROVIDE EDUCATIONAL SUPPORT | $1,000 |
| CHAMINADE HIGH SCHOOL | ||||||
| 340 JACKSON AVE | MINEOLA | NY | 11501 | PC | PROVIDE EDUCATIONAL SUPPORT | $50,000 |
| COLLEGE OF THE HOLY CROSS | ||||||
| 1 COLLEGE ST | WORCESTER | MA | 01610 | PC | PROVIDE EDUCATIONAL SUPPORT | $100,000 |
| 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 | $26,150 |
| FREEDOM HOUSE SOBER LIVING INC | ||||||
| 3852 PALOS VERDES ST | LAS VEGAS | NV | 89119 | PC | ASSIST INDIVIDUALS DEALING WITH ALCOHOLISM | $70,000 |
| FRIENDS OF ASAPROSAR | ||||||
| PO BOX 127 | COHASSET | MA | 02025 | PC | PROVIDE SUPPORT FOR DISADVANTAGED PEOPLE | $25,000 |
| GOODWILL INDUSTRIES OF SOUTHER NEVADA | ||||||
| 3345 E TROPICANA AVE | LAS VEGAS | NV | 89121 | PC | PROVIDE SUPPORT FOR THE NEEDY | $50,000 |
| GOULD ACADEMY | ||||||
| 39 CHURCH STREET | BETHER | ME | 04217 | PC | PROVIDE EDUCATIONAL SUPPORT | $60,000 |
| 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 | $40,000 |
| 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 | $25,000 |
| OPPORTUNITY VILLAGE FOUNDATION | ||||||
| 6300 W OAKEY BLVD | LAS VEGAS | NV | 89146 | PC | ASSISTS PERSONS WITH INTELLUCTUAL DISABILITIES | $60,000 |
| PARK CITY PERFORMING ARTS FOUNDATION | ||||||
| 2053 SIDEWINDER DRIVE | PARK CITY | UT | 84060 | PC | PROVIDE SUPPORT TO PERFORMING ARTS | $100,000 |
| SPREAD THE WORD NEVADA | ||||||
| 260 E DESERT ROSE | HENDERSON | NV | 89015 | PC | PROMOTE LITERACY | $31,000 |
| 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 NURSING PROGRAM | $200,000 |
| UTAH SYMPHONY & OPERA | ||||||
| 123 WEST SOUTH TEMPLE | SALT LAKE CITY | UT | 84101 | PC | PROVIDE SUPPORT TO PERFORMING ARTS | $125,000 |
| VMSN | ||||||
| 4770 HARRISON DRIVE STE 105 | LAS VEGAS | NV | 89121 | PC | PROVIDE ASSISTANCE FOR FREE HEALTHCARE | $53,000 |
| YMCA OF SOUTHERN NEVADA | ||||||
| 4141 MEADOWS LANE | LAS VEGAS | NV | 89152 | PC | PROVIDE SUPPORT FOR CHILDRENS SUMMER CAMP | $20,000 |
| UNIVERSITY OF WISCONSIN WHITEWATER FOUNDATION | ||||||
| 800 WEST MAI NSTREET | WHITEWATER | WI | 53190 | PC | BASEBALL PROGRA MENHANCEMENT | $5,000 |
| IMPROVING DIABETES & OBESITY OUTCOMES | ||||||
| 8213 POINT VIEW CT | LAS VEGAS | NV | 89128 | PC | CHILDREN'S HEALTH PROGRAM | $13,875 |
| CHARITABLE GIFT FUND | ||||||
| 1645 VILLAGE CENTER CIRCLE 141 | LAS VEGAS | NV | 89134 | NC | GENERAL CHARITABLE ACTIVITIES | $715,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,121,025 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $665,659 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,763 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $399,557 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,066,979 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,066,979 | 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 | $7,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PAGE 5, PART VII-A, LINE 12 | FormAndLineReferenceDesc |
| Medium Explanation | DONATION TO DONOR-ADVISED FUNDTHE FOUNDATION DONATED $715,000 TO A CHARITABLE GIFT FUND. ASSETS OF THE CHARITABLE GIFT FUND WILL BE DONATED TO VARIOUS CHARITABLE ORGANIZATIONS AND PURPOSES AS DIRECTED BY THE FOUNDATION. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $9,503,530 | EOYBookValueAmt |
| EOYFMV | $9,455,145 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $16,466,927 | EOYBookValueAmt |
| EOYFMV | $20,265,869 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $4,773,834 | BookValueAmt |
| EOYFMV | $7,173,224 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $3,713 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE GIFT FUND INCLUDED IN RETAINED EARNINGS IN PRIOR YEAR | Desc |
| Amt | $318,066 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| GS INVESTMENT FEES | $43,457 | $0 | $0 | $0 |
| UST INVESTMENT FEES | $565,597 | $0 | $0 | $0 |
| POWERSHARES INVESTMENT FEES | $1,929 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| US TRUST 2936 | $60 | $60 | $60 |
| US TRUST 2456 | $108 | $108 | $108 |
| US TRUST 2944 | $55 | $55 | $55 |
| US TRUST 2811 | $133 | $133 | $133 |
| GS 225-3 OTHER INCOME | $1,407 | $1,407 | $1,407 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MANAGEMENT/ADVISORY FEES | $57,238 | $0 | $0 | $0 |
| MANAGEMENT/ADVISORY FEES | $0 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $10,511 | $0 | $0 | $0 |
| INVESTMENT TAXES | $11,940 | $0 | $0 | $0 |
Comments