THE DRANEY FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE DRANEY FAMILY FOUNDATION (EIN 20-2654475)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-09-18
- IRS object ID
- 201722619349100557
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-18T16:31:11-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954195174 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTIER TRUST COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1810 S FAIR OAKS STE 200 | AddressLine1Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | 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 | 202654475 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DRANEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DRAN | BusinessNameControlTxt |
| Phone | 7022944399 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W LIBERTY STREET STE 890 | AddressLine1Txt |
| City | RENO | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RYAN DRANEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7022944399 | PhoneNum |
| Signature | 2017-07-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KYLE WEBSTER CPA | PreparerPersonNm |
| PTIN | P00148175 | PTIN |
| Phone | 6264415111 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.172.89.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-07-06 | IPDt |
| IP Tm | 08:46:57 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 918548880783EE7E90FEE5932171225FECD47A0A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 39ABDCDF0755E8A4AFDB6B98EBBC8A27BA29835D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,139,641 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $24,305 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,305 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $62,073 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $265,160 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $62,073 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $86,378 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $86,378 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $100 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $100 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,577 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,577 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $605 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $305 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $46 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $40 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,828 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,638 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $890 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $188,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $188,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $197,978 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,638 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $189,040 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$111,600 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $77,740 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $166,439 | CashBOYAmt |
| Cash EOY | $48,293 | CashEOYAmt |
| Cash EOYFMV | $48,293 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,370 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,588 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,588 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $536,097 | CorporateStockBOYAmt |
| Corporate Stock EOY | $505,483 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $877,607 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $50,236 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $50,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $52,166 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $107,630 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $129,809 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $142,987 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $863,772 | TotalAssetsBOYAmt |
| Total Assets EOY | $752,173 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,139,641 | 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 | $863,772 | RetainedEarningBOYAmt |
| Retained Earning EOY | $752,173 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $863,772 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $752,173 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $863,772 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $752,173 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $863,772 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$111,600 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $752,173 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $752,173 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DELL TECHNOLOGIES INC | P | 2012-11-20 | 2016-09-27 | $28 | $28 | $0 | $0 |
| E M C CORP MASS | P | 2012-11-20 | 2016-09-09 | $7,328 | $6,063 | $1,265 | $1,265 |
| E M C CORP MASS | P | 2013-11-05 | 2016-09-09 | $2,931 | $2,361 | $570 | $570 |
| E M C CORP MASS | P | 2013-12-09 | 2016-09-09 | $1,466 | $1,185 | $281 | $281 |
| FORTINET INC | P | 2012-11-20 | 2016-03-21 | $3,712 | $2,309 | $1,403 | $1,403 |
| ISHARES TR | P | 2011-01-26 | 2016-03-21 | $5,683 | $5,360 | $323 | $323 |
| ISHR S&P U.S. PFD STK | P | 2011-01-26 | 2016-03-01 | $9,585 | $9,784 | -$199 | -$199 |
| SALESFORCE COM INC | P | 2014-03-27 | 2016-03-21 | $5,404 | $4,197 | $1,207 | $1,207 |
| MYLAN N V | P | 2015-03-03 | 2016-12-22 | $18,618 | $28,853 | -$10,235 | -$10,235 |
| ISHARES | P | 2015-12-31 | 2016-02-24 | $8,332 | $8,880 | -$548 | -$548 |
| AMAZON COM INC | P | 2010-03-02 | 2016-03-21 | $2,745 | $630 | $2,115 | $2,115 |
| APPLE COMPUTER INC | P | 2010-02-22 | 2016-03-21 | $5,270 | $1,436 | $3,834 | $3,834 |
| BARCLAYS BK PLC | P | 2010-02-22 | 2016-03-01 | $5,793 | $5,990 | -$197 | -$197 |
| CELGENE CORP | P | 2010-11-15 | 2016-03-21 | $5,069 | $1,518 | $3,551 | $3,551 |
| GILEAD SCIENCES INC | P | 2010-02-22 | 2016-03-21 | $4,636 | $1,195 | $3,441 | $3,441 |
| ISHARES TR | P | 2010-02-22 | 2016-03-21 | $22,734 | $20,714 | $2,020 | $2,020 |
| ISHARES N.AMER.NAT | P | 2010-02-22 | 2016-03-21 | $1,520 | $1,691 | -$171 | -$171 |
| ISHR S&P U.S. PFD STK | P | 2010-02-24 | 2016-03-01 | $19,170 | $19,020 | $150 | $150 |
| MARKET VECTORS ETF TR | P | 2010-03-02 | 2016-02-24 | $8,826 | $8,909 | -$83 | -$83 |
| POWERSHARES QQQ TRUST | P | 2010-03-02 | 2016-02-24 | $35,892 | $15,998 | $19,894 | $19,894 |
| POWERSHARES QQQ TRUST | P | 2010-03-02 | 2016-03-01 | $15,818 | $6,856 | $8,962 | $8,962 |
| POWERSHARES QQQ TRUST | P | 2010-03-02 | 2016-03-21 | $16,129 | $6,856 | $9,273 | $9,273 |
| DIAMONDS TR | P | 2010-02-22 | 2016-02-24 | $8,236 | $5,209 | $3,027 | $3,027 |
| DIAMONDS TR | P | 2010-02-22 | 2016-03-01 | $16,825 | $10,418 | $6,407 | $6,407 |
| THERMO FISHER SCIENTIFIC INC | P | 2010-02-22 | 2016-03-21 | $6,973 | $2,395 | $4,578 | $4,578 |
| AGILENT TECHNOLOGIES INC | P | 2015-11-25 | 2016-03-01 | $25,520 | $25,232 | $288 | $288 |
| CAPITAL GAINS DIVIDENDS | P | $917 | $917 | $917 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $62,073 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $43,850 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,295,314 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.033853 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $114,156 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,281,024 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.089113 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $121,192 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,272,654 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.095228 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $84,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,262,877 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.066911 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $70,675 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,297,938 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054452 | DistributionYr5Rt |
| Total Distribution | 0.339557 | TotalDistributionRt |
| Average Distribution | 0.067911 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,108,669 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $75,291 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $777 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $76,068 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $189,040 | 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 | $777 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $777 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $777 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $337 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $440 | AppliedToEsTaxAmt |
| Total Payments And Credits | $777 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DONNA DRANEY | IndividualWithBooksNm |
| Phone | 7022944399 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 NEVADA WAY SUITE 100 | AddressLine1Txt |
| City | BOULDER CITY | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 890052450 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT W DRANEY | ||||||||
| 410 NEVADA WAY SUITE 100 | BOULDER CITY | NV | 89005 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DONNA TAYLOR DRANEY | ||||||||
| 410 NEVADA WAY SUITE 100 | BOULDER CITY | NV | 89005 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RYAN TAYLOR DRANEY | ||||||||
| 410 NEVADA WAY SUITE 100 | BOULDER CITY | NV | 89005 | PRESIDENT/TRUSTEE | 1.00 | $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 |
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 | $1,056,816 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $68,736 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,125,552 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,125,552 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,883 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,108,669 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,433 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,433 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $777 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $777 | TotalTaxAmt |
| Distributable Before Adj | $54,656 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $54,656 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $54,656 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $189,040 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $189,040 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $777 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $188,263 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,656 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $14,542 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $58,025 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $50,529 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $123,096 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $189,040 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $54,656 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $134,384 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $257,480 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $257,480 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,542 | ExcessFromYear4Amt |
| Excess From Year3 | $58,025 | ExcessFromYear3Amt |
| Excess From Year2 | $50,529 | ExcessFromYear2Amt |
| Excess From Current Year | $134,384 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MINI MERMAID RUNNING CLUB | |||||||
| 464 HAMPSTEAD WAY | SANTA CRUZ | CA | 95062 | NONE | 501 (C)(3) | TO SUPPORT ORGANIZATION'S OBJECTIVES | $6,100 |
| STARS & STRIPES CHILDRENS FOUNDATION | |||||||
| PO BOX 7572 | LAGUNA NIGUEL | CA | 92607 | NONE | 501 (C)(3) | TO SUPPORT ORGANIZATION'S OBJECTIVES | $2,500 |
| BOULDER CITY HOSPITAL FOUNDATION | |||||||
| 901 ADAMS BLVD | BOULDER CITY | NV | 89005 | NONE | 501 (C)(3) | TO SUPPORT ORGANIZATION'S OBJECTIVES | $2,000 |
| CHARITY DEVELOPMENT OF LOS CABOS | |||||||
| 3945 GREENBRIAR DRIVE | STAFFORD | TX | 77477 | NONE | 501 (C)(3) | TO SUPPORT ORGANIZATION'S OBJECTIVES | $3,000 |
| DAN LEACH FOUNDATION - PUTTIN 4 THE KIDS | |||||||
| PO BOX 60184 | BOULDER CITY | NV | 89006 | NONE | 501 (C)(3) | TO SUPPORT CHILDREN'S CHARITIES | $5,000 |
| NEVADA VETERANS ASSISTANCE LEAGUE | |||||||
| PO BOX 60464 | BOULDER CITY | NV | 89006 | NONE | 501 (C)(3) | TO SUPPORT ORGANIZATION'S OBJECTIVES | $5,000 |
| FRIENDS OF CASA HOGAR | |||||||
| 410 NEVADA WAY SUITE 100 | BOULDER CITY | NV | 89005 | NONE | 501 (C)(3) | TO SUPPORT ORGANIZATION'S OBJECTIVES | $44,750 |
| AMIGOS OF THE CHILDREN OF SAN MIGUEL | |||||||
| PO BOX 152 | GORDON | TX | 764530152 | NONE | 501 (C)(3) | TO SUPPORT ORGANIZATION'S OBJECTIVES | $100,000 |
| PUBLIC EDUCATION FOUNDATION | |||||||
| 3360 WEST SAHARA AVE 160 | LAS VEGAS | NV | 89102 | NONE | 501 (C)(3) | TO SUPPORT PUBLIC EDUCATION | $16,800 |
| SPREAD THE WORD | |||||||
| 1065 AMERICAN PACIFIC DRIVE 160 | HENDERSON | NV | 89074 | NONE | 501 (C)(3) | TO SUPPORT ORGANIZATION'S OBJECTIVES | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $188,150 | 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 | $24,305 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $62,073 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $86,378 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $86,378 | 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 FEES | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $50,000 | EOYBookValueAmt |
| EOYFMV | $52,166 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $505,483 | EOYBookValueAmt |
| EOYFMV | $877,607 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $129,809 | BookValueAmt |
| EOYFMV | $142,987 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $100 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $40 | $0 | $40 |
| ADR FEES | $6 | $6 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATION FEES | CategoryTxt |
| Amt | $7,577 | Amt |
| Net Investment Income | $7,577 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $305 | $305 | $0 |
| EXCISE TAX | $300 | $0 | $0 |
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