BETA

ZARLEY FAM FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
ZARLEY FAM FOUNDATION (EIN 20-5938501)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-11
IRS object ID
201621329349103072
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-11T18:23:50-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOLTHOUSE CARLIN & VAN TRIGT LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13011 TOWNSGATE ROAD SUITE 400AddressLine1Txt
CityWESTLAKE VILLAGECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91361ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205938501EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ZARLEY FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% GREGGORY J HUTCHINSInCareOfNm
Business Name ControlZARLBusinessNameControlTxt
Phone7025216741PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 SAINT CROIX STREETAddressLine1Txt
CityHENDERSONCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89012ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES ZARLEYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7025216741PhoneNum
Signature2016-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGREGGORY J HUTCHINSPreparerPersonNm
PTINP00365150PTIN
Phone7025216741PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,021,601FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$200,375ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$18InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$18InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$61,948DividendsRevAndExpnssAmt
Dividends Net Invst Incm$61,588DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$38,264NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,919,999GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$224,077TotalRevAndExpnssAmt
Total Net Invst Incm$61,606TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$6,564AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,282AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$3,282AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,625TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$154OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$121OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$10,343TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,403TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,282TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$150,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$150,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$160,343TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,403TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$153,282TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$63,734ExcessRevenueOverExpensesAmt
Net Investment Income$58,203NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,013,897SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$17,636SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$17,636SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$2,095,524OtherInvestmentsBOYAmt
Other Investments EOY$3,155,107OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,002,690OtherInvestmentsEOYFMVAmt
Other Assets BOY$863OtherAssetsBOYAmt
Other Assets EOY$1,275OtherAssetsEOYAmt
Other Assets EOYFMV$1,275OtherAssetsEOYFMVAmt
Total Assets BOY$3,110,284TotalAssetsBOYAmt
Total Assets EOY$3,174,018TotalAssetsEOYAmt
Total Assets EOYFMV$3,021,601TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$3,110,284RetainedEarningBOYAmt
Retained Earning EOY$3,174,018RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,110,284TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,174,018TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,110,284TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,174,018TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,110,284TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$63,734ExcessRevenueOverExpensesAmt
Subtotal$3,174,018SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,174,018TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1,555.376 SHS BLACKROCK GLOBAL ALLOCATION FUND CLASS C2015-01-012015-05-13$29,598$27,935$1,663$1,663
567.852 SHS DEUTSCHE GLOBAL INFRASTRUCTURE FD CLASS A2015-01-012015-08-21$7,666$8,354-$688-$688
4,785.605 SHS EUROPACIFIC GROWTH FUND CLASS A2015-05-142015-12-31$226,378$250,006-$23,628-$23,628
7,477.567 SHS INCOME FUND OF AMERICA CLASS A2015-01-022015-08-26$150,000$161,367-$11,367-$11,367
11,000 SHS IVY BALANCED FUND CLASS A2014-12-292015-08-26$263,994$277,200-$13,206-$13,206
22,786.682 SHS LORD ABBETT SHORT DURATION INCOME FUND CLASS A2014-10-242015-07-01$99,994$102,770-$2,776-$2,776
20.964 SHS MIRAE EMERGING MKTS GREAT CONSUMER FD CLASS C2015-01-012015-07-21$245$240$5$5
18,261.505 SHS NATIXIS OAKMARK INTERNATIONAL FUND CLASS A2015-05-142015-08-19$230,278$250,006-$19,728-$19,728
87.394 SHS NEUBERGER BERMAN STRATEGIC INCOME FUND CLASS A2015-01-012015-05-13$974$971$3$3
786.164 SHS BLACKROCK GLOBAL FUND CLASS A2013-09-202015-08-25$14,994$16,926-$1,932-$1,932
18,929.176 SHS BLACKROCK GLOBAL FUND CLASS C2014-01-012015-12-31$356,505$359,218-$2,713-$2,713
9,727.626 SHS DEUTSCHE GLOBAL INFRASTRUCTURE FD CLASS A2014-07-182015-08-21$131,323$150,000-$18,677-$18,677
22,988.506 SHS LORD ABBETT SHORT DURATION INCOME FUND CLASS A2014-10-242015-11-23$99,994$103,681-$3,687-$3,687
4,048.583 SHS MIRAE EMERGING MKTS GREAT CONSUMER FD CLASS C2014-07-182015-07-21$47,322$50,000-$2,678-$2,678
17,685.428 SHS NEUBERGER BERMAN STRATEGIC INCOME FUND CLASS A2014-01-012015-05-13$197,187$199,589-$2,402-$2,402
FieldValueIRS element (for citing)
Capital Gain Net Income-$38,264CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$119,768AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,153,434NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.055617DistributionYr1Rt
Adjusted Qlfy Distri Yr2$103,619AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,031,568NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051004DistributionYr2Rt
Adjusted Qlfy Distri Yr3$94,348AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,071,486NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.045546DistributionYr3Rt
Adjusted Qlfy Distri Yr4$190,552AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,068,541NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.092119DistributionYr4Rt
Adjusted Qlfy Distri Yr5$112,458AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,117,414NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.053111DistributionYr5Rt
Total Distribution0.297397TotalDistributionRt
Average Distribution0.059479AverageDistributionRt
Net Vl Noncharitable Assets$2,940,969NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$174,926AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$582NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$175,508AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$153,282QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,164InvestmentIncomeExciseTaxAmt
Subtotal$1,164SubtotalAmt
Tax Based On Investment Income$1,164TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,400EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,400TotalPaymentsAndCreditsAmt
Overpayment$1,236OverpaymentAmt
Applied To ES Tax$1,236AppliedToESTaxAmt

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 StateCAOrgReportOrRegisterStateCd
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.thezarleyfoundation.comWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1GREGGORY J HUTCHINSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8053748555PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13011 TOWNSGATE ROAD 400AddressLine1Txt
Citywestlake villageCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91361ZIPCd
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 PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
james zarley
600 SAINT CROIX STREETHENDERSONNV89012chairman1.0$0$0$0
matt zarley
600 SAINT CROIX STREETHENDERSONNV89012vice president1.0$0$0$0
chad zarley
600 SAINT CROIX STREETHENDERSONNV89012vice president1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,929,926AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$55,829AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,985,755TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,985,755AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$44,786CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,940,969NetVlNoncharitableAssetsAmt
Minimum Investment Return$147,048MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$147,048MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,164TaxBasedOnInvestmentIncomeAmt
Total Tax$1,164TotalTaxAmt
Distributable Before Adj$145,884DistributableBeforeAdjAmt
Distributable Before Ded$145,884DistributableBeforeDedAmt
Distributable As Adjusted$145,884DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$153,282ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$153,282QualifyingDistributionsAmt
Adjusted Qualifying Distri$153,282AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$145,884DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12013PriorYear1Yr
Prior Year22012PriorYear2Yr
Prior Year32011PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$10,113ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$90,067ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$3,464ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$14,184ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$117,828TotalExcessDistributionCyovAmt
Qualifying Distributions$153,282QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$145,884AppliedToCurrentYearAmt
Remaining Distri From Corpus$7,398RemainingDistriFromCorpusAmt
Total Corpus$125,226TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$10,113ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$115,113ExcessDistriCyovToNextYrAmt
Excess From Year4$90,067ExcessFromYear4Amt
Excess From Year2$3,464ExcessFromYear2Amt
Excess From Year1$14,184ExcessFromYear1Amt
Excess From Current Year$7,398ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FATHER FLANAGAN'S BOYS' HOME
PO BOX 6000BOYS TOWNNE68010NONEPCto assist underpriviledged youth$25,000
SAINT THERESE CENTER HIV OUTREACH
PO BOX 90625HENDERSONNV89009nonePCGENERAL PURPOSE$15,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY
5150 W GOLDLEAF CIRCLE SUITE 400LOS ANGELESCA90056NONEPCGENERAL PURPOSE$5,000
YOUTH CHARITIES OF SOUTHERN NEVADA
PO BOX 46232LAS VEGASNV891146232NONEPCGENERAL PURPOSE$5,000
CASA PACIFICA
1722 S LEWIS ROADCAMARILLOCA93012NONEPCGENERAL PURPOSE$65,000
SUNSHINE ACRES
3405 N HIGLEY ROADMESAAZ852159741NONEPCGENERAL PURPOSE$5,000
BROADWAY CARESEQUITY FIGHTS AIDS
165 WEST 46TH STREET SUITE 1300NEW YORKNY10036NONEPCGENERAL PURPOSE$20,000
GWENDOLYN STRONG FOUNDATION
27 WEST ANAPAMU STREET SUITE 177SANTA BARBARACA93101NONEPCGENERAL PURPOSE$5,000
CHARITIES AID FOUNDATION OF AMERICA
1800 DIAGONAL ROAD SUITE 150ALEXANDRIAVA223142840NONEPCGENERAL PURPOSE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$150,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$61,948ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$38,264ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$23,702ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$23,702TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJAMES ZARLEYContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1600 SAINT CROIX STAddressLine1Txt
CityHENDERSONCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89012ZIPCd
FieldValueIRS element (for citing)
Total Contributions$200,375TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDEND RECEIVABLEDesc
BOY Book Value$863BOYBookValueAmt
EOY Book Value$1,275EOYBookValueAmt
EOYFMV$1,275EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK CHARGES$84$84
INVESTMENT FEES$37$37
FEES & LICENSES$25
PENALTY & INTEREST$8

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$3,625Amt

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