CHARLES H STOUT FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES H STOUT FOUNDATION (EIN 94-2797249)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-08-27
- IRS object ID
- 201842399349100359
- Schema version
- 2017v2.3
- 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
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-27T08:38:23-07:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364722240 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUCE W THEE & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 W HUFFAKER LN STE 106 | AddressLine1Txt |
| City | RENO | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89511 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942797249 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES H STOUT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 7072393468 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 WEST HUFFAKER LANE SUITE 106 | AddressLine1Txt |
| City | RENO | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89511 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHERINE GILWEIT CARTIGLIA | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 7072393468 | PhoneNum |
| Signature | 2018-08-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRUCE W THEE | PreparerPersonNm |
| PTIN | P00148573 | PTIN |
| Phone | 7753238433 | PhoneNum |
| Preparation | 2018-08-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,129,003 | 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 |
| Dividends Rev And Expnss | $215,918 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $215,918 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $854,705 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,665,040 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $854,705 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,070,623 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,070,623 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $6,820 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,410 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,410 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $93,907 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $93,907 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $14,826 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,740 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $115,553 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $104,057 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,410 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $494,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $494,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $610,053 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $104,057 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $497,910 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $460,570 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $966,566 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $244,856 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $605,234 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $605,235 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,961,179 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,066,334 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,305,522 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,392,492 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,387,529 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,218,246 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $8,598,527 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,059,097 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,129,003 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $8,598,527 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,059,097 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,598,527 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,059,097 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,598,527 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,059,097 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,598,527 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $460,570 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,059,097 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,059,097 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | UBS - VARIOUS SALES OF SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $4,665,040 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,810,335 | CostOrOtherBasisAmt |
| Gain Or Loss | $854,705 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $854,705 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $854,705 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $510,075 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,263,624 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055062 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $434,716 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,271,252 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046889 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $443,642 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,374,992 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047322 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $414,374 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,603,670 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048162 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $376,829 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,026,470 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046948 | DistributionYr5Rt |
| Total Distribution | 0.244383 | TotalDistributionRt |
| Average Distribution | 0.048877 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,920,795 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $484,899 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,666 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $494,565 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $497,910 | 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 | $9,666 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,666 | SubtotalAmt |
| Tax Based On Investment Income | $9,666 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $7 | EsPenaltyAmt |
| Tax Due | $5,673 | 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.CHSTOUTFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUCE W THEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7753238433 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 WEST HUFFAKER LANE SUITE 106 | AddressLine1Txt |
| City | RENO | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89511 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD M STOUT | ||||||||||||
| 43 LAKES ESTATES | MONTGOMERY | TX | 77356 | PRESIDENT | 000.00 | $0 | $0 | $0 | ||||
| MARTHA STOUT GILWEIT | ||||||||||||
| 3308 LOOSMORE | LOS ANGELES | CA | 90065 | VICE-PRESIDE | 000.00 | $0 | $0 | $0 | ||||
| KATHERINE GILWEIT CARTIGLIA | ||||||||||||
| SECRETARY | 000.00 | $0 | $0 | $0 | 26 ALMEIDA STREET | LONDON | LONDON, ENGLAND | UK | ||||
| D KENT CLAYBURN | ||||||||||||
| 2185 N CALIFORNIA BLVD SUITE 400 | WALNUT CREEK | CA | 94596 | TREASURER | 000.00 | $0 | $0 | $0 | ||||
| CHRISTOPHER H STOUT | ||||||||||||
| 42770 CALLE ORTEGA | MURRIETA | CA | 92562 | TRUSTEE | 000.00 | $0 | $0 | $0 | ||||
| SAMANTHA GILWEIT | ||||||||||||
| 4409 BELL WAY | RICHMOND | CA | 94806 | TRUSTEE | 000.00 | $0 | $0 | $0 | ||||
| ALEXA GILWEIT | ||||||||||||
| 3308 LOOSMORE | LOS ANGELES | CA | 90065 | TRUSTEE | 000.00 | $0 | $0 | $0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,568,094 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $503,779 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,071,873 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $10,071,873 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $151,078 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,920,795 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $496,040 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $496,040 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,666 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,666 | TotalTaxAmt |
| Distributable Before Adj | $486,374 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $486,374 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $486,374 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $497,910 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $497,910 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,666 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $488,244 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $486,374 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $344,675 | UndistributedIncomePYAmt |
| Qualifying Distributions | $497,910 | QualifyingDistributionsAmt |
| Applied To Year1 | $344,675 | AppliedToYear1Amt |
| Applied To Current Year | $153,235 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $333,139 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE CHARLES H STOUT FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WEST LIBERTY STREET SUITE 750 | AddressLine1Txt |
| City | RENO | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7758251510 | RecipientPhoneNum |
| Recipient Email Address | KCARTIGLIA@CHSTOUTFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | ALL APPLICATIONS SHOULD BE SUBMITTED THROUGH THE ORGANIZATION'S WEBSITE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JUNE 15TH PRIOR TO THE FISCAL YEAR FOR WHICH THE GRANT IS REQUESTED. | SubmissionDeadlinesTxt |
| Restrictions On Awards | REFER TO ONLINE GRANT APPLICATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ARTWATCH INTERNATIONAL INC | |||||||
| 47 5TH AVENUE | NEW YORK | NY | 10003 | NONE | ARTWATCH | $15,000 | |
| BARNARD COLLEGE | |||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | NONE | BARNARD COLLEGE - SCHOLARSHIP SUPPOR | $33,000 | |
| BOYS & GIRLS CLUB OF TRUCKEE MEADOW | |||||||
| 2680 EAST 9TH STREET | RENO | NV | 89512 | NONE | PROJECT LEARN | $1,000 | |
| BURN INSTITUTE | |||||||
| 8825 AERO DRIVE | SAN DIEGO | CA | 92123 | NONE | ADULT BURN SURVIVOR RETREAT | $7,500 | SUITE 200 |
| CENTERS FOR THE EDUCATION OF THE IN | |||||||
| 1035 GRAYSON ST | BERKELEY | CA | 94710 | NONE | SENSORY INTEGRATION AND MOTOR DEVELO | $10,000 | |
| CLASSICS 4 KIDS | |||||||
| 3740 FOURTH AVENUE | SAN DIEGO | CA | 92103 | NONE | GENERAL OPERATING SUPPORT | $500 | |
| HOMES FOR OUR TROOPS | |||||||
| 6 MAIN STREET | TAUNTON | MA | 02780 | NONE | HOMES FOR OUR TROOPS, HOME BUILD PRO | $20,000 | |
| INTERNATIONAL REFUGEE ASSISTANCE | |||||||
| 40 RECTOR STREET 9TH FLO | NEW YORK | NY | 10006 | NONE | REFUGEE ASSISTANCE | $25,000 | |
| KEEP TRUCKEE MEADOWS BEAUTIFUL | |||||||
| 2601 PLUMAS ST | RENO | NV | 89509 | NONE | GENERAL OPERATING SUPPORT | $1,000 | |
| LAKE TAHOE SHAKESPEARE FESTIVAL | |||||||
| SAND HARBOR STATE PARK 20 | INCLINE VILLAGE | NV | 89451 | NONE | FESTIVAL OPERATING SUPPORT | $1,000 | STATE HWY 28 |
| LARKIN STREET YOUTH SERVICES | |||||||
| 134 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 94102 | NONE | YOUTH PROGRAM SERVICES | $20,000 | |
| LOTUS BLOOM FAMILY RESOURCE CENTER | |||||||
| 555 19TH ST STE 131 | OAKLAND | CA | 94612 | NONE | GENERAL OPERATING SUPPORT | $25,000 | |
| NEVADA MUSEUM OF ART | |||||||
| 160 WEST LIBERTY STREET | RENO | NV | 89501 | NONE | EDUCATION INITIATIVES AT THE NEVADA | $10,000 | |
| NEXT STEP SERVICE DOGS | |||||||
| 921 S ANDREASEN DRIVE | ESCONDIDO | CA | 92029 | NONE | GENERAL OPERATING SUPPORT | $500 | |
| NORTHERN NEVADA CHILDREN'S CANCER F | |||||||
| 3550 BARRON WAY 9A | RENO | NV | 89511 | NONE | INSPIRE SURVIVORSHIP PROGRAM | $1,000 | |
| OAKLAND LEAF FOUNDATION | |||||||
| 7700 EDGEWATER DR | OAKLAND | CA | 94621 | NONE | OAKLAND LEAF PROGRAMMING | $30,000 | SUITE 818 |
| PIONEER CENTER FOR THE PERFORMING A | |||||||
| 100 S VIRGINIA STREET | RENO | NV | 89501 | NONE | PIONEER CENTER YOUTH PROGRAMS | $1,000 | |
| PLANNED PARENTHOOD MAR MONTE | |||||||
| 1691 THE ALAMEDA | SAN JOSE | CA | 95126 | NONE | HEALTHCARE | $15,000 | |
| PLANNED PARENTHOOD NEW YORK CITY | |||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | NONE | CLINICAL | $15,000 | |
| RENO CHAMBER ORCHESTRA YOUTH | |||||||
| 925 RIVERSIDE DR 5 | RENO | NV | 89503 | NONE | YOUTH PROGRAM | $3,000 | |
| RENO LITTLE THEATER | |||||||
| 147 E PUEBLO STREET | RENO | NV | 89502 | NONE | EDUCATIONAL OUTREACH PROGRAM | $1,000 | |
| RENO PHILHARMONIC ASSOCIATION | |||||||
| 925 RIVERSIDE DR 3 | RENO | NV | 89503 | NONE | 2017-2018 SEASON PROGRAMS | $5,000 | |
| RENO ROTARY FOUNDATION | |||||||
| PO BOX 1750 | RENO | NV | 89505 | NONE | TMCC PROGRAM SUPPORT | $5,000 | |
| SAN DIEGO AIR & SPACE MUSEUM | |||||||
| 2001 PAN AMERICAN PLAZA | SAN DIEGO | CA | 92101 | NONE | HUGHES H1 2018 | $5,000 | |
| SAN DIEGO HUMANE SOCIETY | |||||||
| 5500 GAINES STREET | SAN DIEGO | CA | 92110 | NONE | 2018 PAWS PROGRAM | $500 | |
| SAN DIEGO NATURAL HISTORY MUSEUM | |||||||
| PO BOX 121390 | SAN DIEGO | CA | 921121390 | NONE | STEM FUND | $1,000 | |
| SKY MOUNTAIN LIFE SCHOOLSKY MOUNTA | |||||||
| 2842 COUNTRY CLUB DRIVE | ESCONDIDO | CA | 92029 | NONE | SKY MOUNTAIN 2018 COMMUNITY PROG | $20,000 | |
| TAHOE COMMUNITY SAILING FOUNDATION | |||||||
| PO BOX 1726 | TAHOE CITY | CA | 96145 | NONE | TAHOE COMMUNITY SAILING FOUNDATION | $5,000 | 4200 PLATEAU RD RENO NV |
| THE CHILDREN'S CABINET | |||||||
| 1090 S ROCK BOULEVARD | RENO | NV | 89502 | NONE | REDFIELD ACADEMY | $10,000 | |
| THE EMPOWERMENT CENTER | |||||||
| 7400 S VIRGINIA | RENO | NV | 89511 | NONE | WORKFORCE DEVELOPMENT | $1,000 | |
| THE ESCONDIDO CREEK CONSERVANCY | |||||||
| POBOX 460791 | ESCONDIDO | CA | 92046 | NONE | CONSERVANCY ENVIRONMENTAL ED | $10,000 | |
| THE FIRST TEE OF NORTHERN NEVADA | |||||||
| 1575 DELUCCHI LANE STE 10 | RENO | NV | 89502 | NONE | FIRST TEE YOUTH DEVELOPMENT PROGRAM | $4,000 | |
| THE NATIONAL JUDICIAL COLLEGE | |||||||
| JUDICIAL COLLEGE BUILDING | RENO | NV | 89557 | NONE | JUDICIAL SCHOLARSHIPS | $5,000 | |
| THE REGENTS OF THE UNIVERSITY OF CA | |||||||
| 9500 GILMAN DRIVE MC 0210 | LA JOLLA | CA | 920930210 | NONE | OXYGEN AND VISION IN A CHANGING OCEA | $12,500 | |
| THE REGENTS OF THE UNIVERSITY OF CA | |||||||
| 9500 GILMAN DRIVE MC 0210 | LA JOLLA | CA | 920930210 | NONE | GRADUATE FELLOWSHIPS | $30,000 | |
| THE TERRY LEE WELLS NEVADA DISCOVER | |||||||
| 490 S CENTER STREET | RENO | NV | 89501 | NONE | FIFTH GIFT TOWARD ENDOWMENT | $10,000 | |
| THUNDERBIRD LODGE PRESERVATION SOCI | |||||||
| PO BOX 6812 | INCLINE VILLAGE | NV | 89450 | NONE | LIGHTHOUSE ROOM AUDITORIUM AND DIGIT | $10,000 | |
| TORCH OF FREEDOM FOUNDATION | |||||||
| PO BOX 586 | DRIPPING SPRINGS | TX | 78620 | NONE | 2018 PATRIOT GIFT | $10,000 | |
| UNIVERSITY OF CALIFORNIA SAN FRANCI | |||||||
| 2130 FULTON ST | SAN FRANCISCO | CA | 94117 | NONE | 2018 UGANDA MISSION | $25,000 | |
| UNIVERSITY OF NEVADA RENO FOUNDATI | |||||||
| MAIL STOP 0007 | RENO | NV | 89557 | NONE | MUSEUM OF NATURAL HISTORY | $10,000 | |
| UNIVERSITY OF NEVADA RENO FOUNDATI | |||||||
| MAIL STOP 0007 | RENO | NV | 89557 | NONE | ANGORA FIRE | $10,000 | |
| UNIVERSITY OF NEVADA RENO FOUNDATI | |||||||
| MAIL STOP 0007 | RENO | NV | 89557 | NONE | REYNOLDS SCHOOL OF JOURNALISM DIVERS | $10,000 | |
| UNIVERSITY OF NEVADA RENO FOUNDATI | |||||||
| MAIL STOP 0007 | RENO | NV | 89557 | NONE | NEVADAFIT ACADEMIC BOOT CAMP | $10,000 | |
| UNIVERSITY OF NEVADA RENO FOUNDATI | |||||||
| MAIL STOP 0007 | RENO | NV | 89557 | NONE | CABNR CANCER RESEARCH LABORATORY | $10,000 | |
| UNIVERSITY OF SAN FRANCISCO | |||||||
| 2130 FULTON ST | SAN FRANCISCO | CA | 94117 | NONE | FIRST GEN SCHOLARSHIP | $30,000 | |
| VETERAN GUEST HOUSE | |||||||
| 880 LOCUST ST | RENO | NV | 89502 | NONE | EXPANSION PROJECT STOUT GRANTS | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $494,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $215,918 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $854,705 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,070,623 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,070,623 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $6,820 | Amt |
| Net Investment Income | $3,410 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,410 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS - CORPORATE BONDS | BondNm |
| EOY Book Value | $3,387,529 | EOYBookValueAmt |
| EOYFMV | $3,218,246 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORPORATE STOCKS | StockNm |
| EOY Book Value | $5,066,334 | EOYBookValueAmt |
| EOYFMV | $6,305,522 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $93,907 | Amt |
| Net Investment Income | $93,907 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES ON DIVIDENDS | $6,740 | $6,740 |
| FEDERAL TAXES | $8,086 |
Comments