CHARLES H STOUT FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
CHARLES H STOUT FOUNDATION (EIN 94-2797249)
Tax period
2016-07-01 to 2017-06-30
Filed
2017-09-15
IRS object ID
201702589349100315
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-09-15T11:22:37-07:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN364722240PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BRUCE W THEE & ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1150 W HUFFAKER LN STE 106AddressLine1Txt
CityRENOCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89511ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN942797249EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHARLES H STOUT FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHARBusinessNameControlTxt
Phone7758251510PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line120122 BORDEAUX DRIVEAddressLine1Txt
CityRENOCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89511ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHERINE GILWEIT CARTIGLIAPersonNm
Person TitleSECRETARYPersonTitleTxt
Signature2017-07-25SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRUCE W THEEPreparerPersonNm
PTINP00148573PTIN
Phone7753238433PhoneNum
Preparation2017-08-14PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id0D245249757D4AAEC4CCD6BC533277E31D80232DAtSubmissionCreationDeviceId
At Submission Filing Device Id0D245249757D4AAEC4CCD6BC533277E31D80232DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,762,518FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$215,444DividendsRevAndExpnssAmt
Dividends Net Invst Incm$215,444DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$262,646NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,061,987GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$262,646CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$478,090TotalRevAndExpnssAmt
Total Net Invst Incm$478,090TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$16,780AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$8,390AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$8,390AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$75,892OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$72,892OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$3,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$15,342TaxesRevAndExpnssAmt
Taxes Net Invst Incm$15,342TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$108,014TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$96,624TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$11,390TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$502,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$502,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$610,514TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$96,624TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$513,890TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$132,424ExcessRevenueOverExpensesAmt
Net Investment Income$381,466NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$523,294SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$244,856SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$244,856SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$31USGovernmentObligationsBOYAmt
Corporate Stock BOY$5,615,819CorporateStockBOYAmt
Corporate Stock EOY$4,961,179CorporateStockEOYAmt
Corporate Stock EOYFMV$6,138,011CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,591,807CorporateBondsBOYAmt
Corporate Bonds EOY$3,392,492CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,379,651CorporateBondsEOYFMVAmt
Total Assets BOY$8,730,951TotalAssetsBOYAmt
Total Assets EOY$8,598,527TotalAssetsEOYAmt
Total Assets EOYFMV$9,762,518TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$8,730,951RetainedEarningBOYAmt
Retained Earning EOY$8,598,527RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,730,951TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,598,527TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,730,951TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,598,527TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,730,951TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$132,424ExcessRevenueOverExpensesAmt
Subtotal$8,598,527SubtotalAmt
Tot Net Ast Or Fund Balances EOY$8,598,527TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyUBS - VARIOUS SALES OF SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$6,061,987GrossSalesPriceAmt
Cost Or Other Basis$5,799,341CostOrOtherBasisAmt
Gain Or Loss$262,646GainOrLossAmt
Gains Minus Excess Or Losses$262,646GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$262,646CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$434,716AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$9,271,252NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.046889DistributionYr1Rt
Adjusted Qlfy Distri Yr2$443,642AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$9,374,992NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047322DistributionYr2Rt
Adjusted Qlfy Distri Yr3$414,374AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$8,603,670NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048162DistributionYr3Rt
Adjusted Qlfy Distri Yr4$376,829AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$8,026,470NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.046948DistributionYr4Rt
Adjusted Qlfy Distri Yr5$367,180AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$7,470,094NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049153DistributionYr5Rt
Total Distribution0.238474TotalDistributionRt
Average Distribution0.047695AverageDistributionRt
Net Vl Noncharitable Assets$9,263,624NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$441,829AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,815NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$445,644AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$513,890QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$3,815InvestmentIncomeExciseTaxAmt
Subtotal$3,815SubtotalAmt
Tax Based On Investment Income$3,815TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$83EsPenaltyAmt
Tax Due$3,898TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNVOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.CHSTOUTFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksRICHARD M STOUTIndividualWithBooksNm
Phone7758251510PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line120122 BORDEAUX DRAddressLine1Txt
CityRENOCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89511ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCd
RICHARD M STOUT
20122 BORDEAUX DRRENONV89511PRESIDENT000.00$0$0$0
MARTHA STOUT GILWEIT
2113 SEVENTH STBERKELEYCA94710VICE-PRESIDE000.00$0$0$0
KATHERINE GILWEIT CARTIGLIA
SECRETARY000.00$0$0$026 ALMEIDA STREETLONDONUK
D KENT CLAYBURN
2185 N CALIFORNIA BLVD SUITE 400WALNUT CREEKCA94596TREASURER000.00$0$0$0
CHRISTOPHER H STOUT
42770 CALLE ORTEGAMURRIETACA92562TRUSTEE000.00$0$0$0
SAMANTHA GILWEIT
2113 SEVENTH STBERKELEYCA94710TRUSTEE000.00$0$0$0
ALEXA GILWEIT
2113 SEVENTH STBERKELEYCA94710TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,073,899AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$330,795AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,404,694TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$9,404,694AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$141,070CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,263,624NetVlNoncharitableAssetsAmt
Minimum Investment Return$463,181MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$463,181MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,815TaxBasedOnInvestmentIncomeAmt
Total Tax$3,815TotalTaxAmt
Distributable Before Adj$459,366DistributableBeforeAdjAmt
Distributable Before Ded$459,366DistributableBeforeDedAmt
Distributable As Adjusted$459,366DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$513,890ExpensesAndContributionsAmt
Qualifying Distributions$513,890QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$3,815PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$510,075AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$459,366DistributableAsAdjustedAmt
Undistributed Income PY$399,199UndistributedIncomePYAmt
Qualifying Distributions$513,890QualifyingDistributionsAmt
Applied To Year1$399,199AppliedToYear1Amt
Applied To Current Year$114,691AppliedToCurrentYearAmt
Undistributed Income CY$344,675UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE CHARLES H STOUT FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line120122 BORDEAUX DRIVEAddressLine1Txt
CityRENOCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89511ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7758251510RecipientPhoneNum
Recipient Email AddressKCARTIGLIA@CHSTOUTFOUNDATION.ORGRecipientEmailAddressTxt
Form And Info And MaterialsALL APPLICATIONS SHOULD BE SUBMITTED THROUGH THE ORGANIZATION'S WEBSITE.FormAndInfoAndMaterialsTxt
Submission DeadlinesJUNE 15TH PRIOR TO THE FISCAL YEAR FOR WHICH THE GRANT IS REQUESTED.SubmissionDeadlinesTxt
Restrictions On AwardsREFER TO ONLINE GRANT APPLICATION.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ANZA-BORREGO FOUNDATION
587 PALM CANYON DRBORREGO SPRINGSCA92004NONEPHOTOGRAMMETRY PROJECT SUPPORT$2,500
ARTOWN
528 WEST FIRST STRENONV89511NONEARTOWN'S FAMILY FESTIVAL$1,000
ARTS FOR ALL NEVADA
250 COURT STRENONV89501NONEARTS FOR ALL KIDS$1,000
ARTWATCH INTERNATIONAL INC
47 5TH AVENUENEW YORKNY10003NONEARTWATCH$30,000
ASSISTANCE LEAGUE OF RENO-SPARKS
P O BOX 7376RENONV89510NONEOPERATION SCHOOL BELL$5,0001701 VASSAR STREET
BARNARD COLLEGE
3009 BROADWAYNEW YORKNY10027NONEBARNARD COLLEGE - SCHOLARSHIP SUPPOR$30,000
BOYS & GIRLS CLUB OF TRUCKEE MEADOW
2680 EAST 9TH STREETRENONV89512NONEPROJECT LEARN$1,000
BOYS & GIRLS CLUBS OF SAN DIEGUITO
533 LOMAS SANTA FE DRIVESOLANA BEACHCA92075NONELA COLONIA ELEMENTARY AFTER SCHOOL &$1,000
BURN INSTITUTE
8825 AERO DRIVESAN DIEGOCA92123NONEADULT BURN SURVIVOR RETREAT$5,000SUITE 200
CARE CHEST OF SIERRA NEVADA
7910 N VIRGINIA STRENONV89506NONEMEDICAL NUTRITION PROGRAM$1,000
CENTERS FOR THE EDUCATION OF THE IN
1035 GRAYSON STBERKELEYCA94710NONESENSORY INTEGRATION AND MOTOR DEVELO$10,000
COMPASS FAMILY SERVICES
995 MARKET STSAN FRANCISCOCA94103NONECHILD TRAUMA SPECIALIST AT COMPASS C$10,000
EAST BAY AGENCY FOR CHILDREN
303 VAN BUREN AVEOAKLANDCA94610NONECHILD ASSAULT PREVENTION WORKSHOPS$5,000
FOOD BANK OF NORTHERN NEVADA
550 ITALY DRIVEMCCARRANNV89434NONECHILD NUTRITION PROGRAMS$2,500
HEALTH VOLUNTEERS OVERSEAS
1900 L STREET NV 310WASHINGTONDC20036NONEHVO UGANDA SPINE SURGERY$20,000
HOMES FOR OUR TROOPS
6 MAIN STREETTAUNTONMA02780NONEHOMES FOR OUR TROOPS, HOME BUILD PRO$20,000
JOHN BROWN UNIVERSITY
2000 W UNIVERSITY STSILOAM SPRINGSAR72761NONEROSS AND FRAN STOUT ENDOWED SCHOLARS$10,000
LOTUS BLOOM FAMILY RESOURCE CENTER
555 19TH ST STE 131OAKLANDCA94612NONEGENERAL OPERATING SUPPORT$20,000
NEVADA MUSEUM OF ART
160 WEST LIBERTY STREETRENONV89501NONEEDUCATION INITIATIVES AT THE NEVADA$10,000
NEVADA WOMEN'S FUND
770 SMITHRIDGE DRIVERENONV89502NONENWF EDUCATION SCHOLARSHIP PROGRAM$20,000SUITE 300
NORTHERN NEVADA CHILDREN'S CANCER F
3550 BARRON WAY 9ARENONV89511NONEINSPIRE SURVIVORSHIP PROGRAM$1,000
NOTE-ABLE MUSIC THERAPY SERVICES
925 RIVERSIDE DRIVERENONV89503NONEMUSIC AND WELLNESS FOR CHILDREN WITH$1,000SUITE 6 7
OAKLAND LEAF FOUNDATION
7700 EDGEWATER DROAKLANDCA94621NONEOAKLAND LEAF PROGRAMMING$15,000SUITE 818
PATHWAYS TO AVIATION
PO BOX 21433RENONV89515NONENEVADA AVIATION CAREERS INITIATIVE$1,000
PIONEER CENTER FOR THE PERFORMING A
100 S VIRGINIA STREETRENONV89501NONEPIONEER CENTER YOUTH PROGRAMS$1,000
RENO BIKE PROJECT
541 E 4TH STRENONV89512NONEMAJOR TAYLOR PROGRAM$1,000
RENO LITTLE THEATER
147 E PUEBLO STREETRENONV89502NONEEDUCATIONAL OUTREACH PROGRAM$1,000
RENO PHILHARMONIC ASSOCIATION
925 RIVERSIDE DR 3RENONV89503NONE2016-2017 SEASON PROGRAMS$5,000
RIDGE HOUSE INC
900 WEST 1ST STREETRENONV89503NONEJOBS FOR YOUTH$1,000SUITE 200
SAN DIEGO AIR & SPACE MUSEUM
2001 PAN AMERICAN PLAZASAN DIEGOCA92101NONEWWI 3D EXHIBIT$5,000
SAN DIEGO NATURAL HISTORY MUSEUM
PO BOX 121390SAN DIEGOCA921121390NONEMUSEUM ACCESS FUND$1,000
SKY MOUNTAIN LIFE SCHOOLSKY MOUNTA
2842 COUNTRY CLUB DRIVEESCONDIDOCA92029NONESKY MOUNTAIN 2017 STOUT APPLICATION$30,000
SPECIAL RECREATION SERVICES INC
PO BOX 7178RENONV89510NONEGENERAL PROGRAM SUPPORT$1,000
ST LUKE'S FOUNDATION
1213 HERMANN DRIVEHOUSTONTX77004NONEPATIENT CARE ASSISTANT SUMMER EXTERN$5,000SUITE 855
TAHOE COMMUNITY SAILING FOUNDATION
PO BOX 1726TAHOE CITYCA96145NONETAHOE COMMUNITY SAILING FOUNDATION I$5,0004200 PLATEAU RD RENO NV
TAHOE MARITIME MUSEUM
PO BOX 627HOMEWOODCA96141NONEGENERAL OPERATING SUPPORT$20,000
TEXAS HEART INSTITUTE
6770 BERTNER AVEHOUSTONTX77030NONERESEARCH ACTIVITIES OF THI$25,000C350
THE CHILDREN'S CABINET
1090 S ROCK BOULEVARDRENONV89502NONEREDFIELD ACADEMY$10,000
THE EMPOWERMENT CENTER
7400 S VIRGINIARENONV89511NONEWORKFORCE DEVELOPMENT$1,000
THE ESCONDIDO CREEK CONSERVANCY
POBOX 460791ESCONDIDOCA92046NONECONSERVANCY ENVIRONMENTAL ED$10,000
THE FIRST TEE OF NORTHERN NEVADA
1575 DELUCCHI LANE STE 10RENONV89502NONEFIRST TEE YOUTH DEVELOPMENT PROGRAM$4,000
THE NATIONAL JUDICIAL COLLEGE
JUDICIAL COLLEGE BUILDINGRENONV89557NONEJUDICIAL SCHOLARSHIPS$5,000
THE REGENTS OF THE UNIVERSITY OF CA
9500 GILMAN DRIVE MC 0210LA JOLLACA920930210NONEOXYGEN AND VISION IN A CHANGING OCEA$30,000
THE REGENTS OF THE UNIVERSITY OF CA
9500 GILMAN DRIVE MC 0210LA JOLLACA920930210NONEGRADUATE FELLOWSHIPS$15,000
THE TERRY LEE WELLS NEVADA DISCOVER
490 S CENTER STREETRENONV89501NONEFOURTH GIFT TOWARD ENDOWMENT$10,000
THUNDERBIRD LODGE PRESERVATION SOCI
PO BOX 6812INCLINE VILLAGENV89450NONELIGHTHOUSE ROOM AUDITORIUM AND DIGIT$10,000
TRU VISTA FOUNDATION INC
1 SIERRA STREET 3RD FLOORRENONV89501NONEGUARDIANSHIP PROGRAM$2,500
UNIVERSITY OF NEVADA RENO FOUNDATI
MAIL STOP 0007RENONV89557NONEMUSEUM OF NATURAL HISTORY$10,000
UNIVERSITY OF NEVADA RENO FOUNDATI
MAIL STOP 0007RENONV89557NONELAKE TAHOE ARCHIVES$5,000
UNIVERSITY OF NEVADA RENO FOUNDATI
MAIL STOP 0007RENONV89557NONEREYNOLDS SCHOOL OF JOURNALISM DIVERS$10,000
UNIVERSITY OF NEVADA RENO FOUNDATI
MAIL STOP 0007RENONV89557NONENEVADAFIT ACADEMIC BOOT CAMP$10,000
UNIVERSITY OF NEVADA RENO FOUNDATI
MAIL STOP 0007RENONV89557NONECABNR CANCER RESEARCH LABORATORY$10,000
UNIVERSITY OF SAN FRANCISCO
2130 FULTON STSAN FRANCISCOCA94117NONESTOUT FOUNDATION FIRST-GEN SCHOLARSH$25,000
WAVES PROJECT INC
PO BOX 1385TEMECULACA92593NONEDISABLED VETERAN SCUBA DIVING TRAINI$10,000
WOMEN AND CHILDREN'S CENTER OF THE
3905 NEIL ROAD 2RENONV89502NONEEXPANDING HORIZONS NAVIGATING DREAMS$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$502,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$215,444ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$262,646ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$478,090ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$478,090TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$16,780Amt
Net Investment Income$8,390NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,390DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondINVESTMENTS - CORPORATE BONDSBondNm
EOY Book Value$3,392,492EOYBookValueAmt
EOYFMV$3,379,651EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTS - CORPORATE STOCKSStockNm
EOY Book Value$4,961,179EOYBookValueAmt
EOYFMV$6,138,011EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES$69,892$69,892
WEBSITE ADMINISTRATION$6,000$3,000$3,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES ON DIVIDENDS$4,715$4,715
FEDERAL TAXES$10,627$10,627

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