CHARLES H STOUT FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES H STOUT FOUNDATION (EIN 94-2797249)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-08-24
- IRS object ID
- 201522369349100007
- Schema version
- 2014v5.0
- 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 Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-24T11:54:06-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | 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 | 2014-07-01 | 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 | 7758251510 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 WENDY WAY | AddressLine1Txt |
| City | RENO | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89509 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD M STOUT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7758251510 | PhoneNum |
| Signature | 2015-08-05 | 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 | 2015-08-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,751,370 | 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 | $197,591 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $197,591 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $742,538 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,029,139 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $742,538 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $940,129 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $940,129 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $14,283 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,142 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,142 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $76,207 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $76,207 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,066 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,066 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $22,266 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $117,822 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $88,415 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,142 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $436,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $436,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $554,322 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $88,415 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $443,642 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $385,807 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $851,714 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $397,323 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $231,481 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $231,481 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $315 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $169 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $167 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,905,007 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,348,398 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,546,915 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,962,952 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,077,263 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,972,807 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $8,265,597 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,657,311 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,751,370 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $8,265,597 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,657,311 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,265,597 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,657,311 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,265,597 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,657,311 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,265,597 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $385,807 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,907 | OtherIncreasesAmt |
| Subtotal | $8,657,311 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,657,311 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY - 35250 LT | P | 2015-01-01 | 2015-06-30 | $341,369 | $343,267 | -$1,898 | -$1,898 |
| MORGAN STANLEY - 35250 ST | P | 2014-06-01 | 2015-06-30 | $4,864,089 | $4,904,655 | -$40,566 | -$40,566 |
| MORGAN STANLEY - 57250 ST | P | 2015-01-01 | 2015-06-30 | $31,924 | $30,633 | $1,291 | $1,291 |
| MORGAN STANLEY - 62250 ST | P | 2015-01-01 | 2015-06-30 | $11,136 | $7,442 | $3,694 | $3,694 |
| MORGAN STANLEY - 62250 LT | P | 2015-01-01 | 2015-06-30 | $31,305 | $28,044 | $3,261 | $3,261 |
| MORGAN STANLEY - 70250 ST | P | 2015-01-01 | 2015-06-30 | $2,859,578 | $2,748,004 | $111,574 | $111,574 |
| MORGAN STANLEY - 77250 ST | P | 2015-01-01 | 2015-06-30 | $241,976 | $237,797 | $4,179 | $4,179 |
| MORGAN STANLEY - 77250 LT | P | 2015-01-01 | 2015-06-30 | $33,884 | $34,602 | -$718 | -$718 |
| MORGAN STANLEY - 70250 LT | P | 2015-01-01 | 2015-06-30 | $1,613,878 | $952,157 | $661,721 | $661,721 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $742,538 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $80,172 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $414,374 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,603,670 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048162 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $376,829 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,026,470 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046948 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $367,180 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,470,094 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049153 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $337,347 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,349,458 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045901 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $310,747 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,920,980 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044899 | DistributionYr5Rt |
| Total Distribution | 0.235063 | TotalDistributionRt |
| Average Distribution | 0.047013 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,374,992 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $440,746 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,517 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $449,263 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $443,642 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,034 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,034 | SubtotalAmt |
| Tax Based On Investment Income | $17,034 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,929 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,929 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $183 | EsPenaltyAmt |
| Tax Due | $15,288 | 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 | RICHARD M STOUT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7758251510 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 WENDY WAY | AddressLine1Txt |
| City | RENO | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89509 | 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 (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD M STOUT | |||||||||||
| 1835 WENDY WAY | RENO | NV | 89509 | PRESIDENT | 2.00 | $0 | $0 | $0 | |||
| MARTHA STOUT GILWEIT | |||||||||||
| 10559 STELLA STREET | OAKLAND | CA | 94506 | VICE-PRESIDE | 2.00 | $0 | $0 | $0 | |||
| DOUGLAS B MCDONALD | |||||||||||
| 1951 W WILLIAMS AVE 108 | FALLON | NV | 89406 | MEMBER | 2.00 | $0 | $0 | $0 | |||
| KATHERINE GILWEIT CARTIGLIA | |||||||||||
| SECRETARY | 2.00 | $0 | $0 | $0 | 26 ALMEIDA STREET | LONDON | UK | ||||
| D KENT CLAYBURN | |||||||||||
| 1333 N CALIFORNIA BLVD SUITE 133 | WALNUT CREEK | CA | 94596 | TREASURER | 2.00 | $0 | $0 | $0 | |||
| CHRISTOPHER H STOUT | |||||||||||
| 28483 CROSBY STREET | MURRIETA | CA | 92563 | TRUSTEE | 2.00 | $0 | $0 | $0 | |||
| SAMANTHA GILWEIT | |||||||||||
| 10559 STELLA STREET | OAKLAND | CA | 94506 | TRUSTEE | 2.00 | $0 | $0 | $0 | |||
| ALEXA GILWEIT | |||||||||||
| 10559 STELLA STREET | OAKLAND | CA | 94506 | MEMBER | 2.00 | $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 | $9,082,560 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $435,198 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,517,758 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,517,758 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $142,766 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,374,992 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $468,750 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $468,750 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,034 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,034 | TotalTaxAmt |
| Distributable Before Adj | $451,716 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $451,716 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $451,716 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $443,642 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $443,642 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $443,642 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $451,716 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $372,445 | UndistributedIncomePYAmt |
| Qualifying Distributions | $443,642 | QualifyingDistributionsAmt |
| Applied To Year1 | $372,445 | AppliedToYear1Amt |
| Applied To Current Year | $71,197 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $380,519 | 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 | PO BOX 20733 | AddressLine1Txt |
| City | RENO | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 895150733 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7758251510 | RecipientPhoneNum |
| Form And Info And Materials | SEE STATEMENTS D AND E | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JUNE 15TH PRIOR TO THE FISCAL YEAR FOR WHICH THE GRANT IS REQUESTED. | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE STATEMENT D & E | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ARTWATCH INTERNATIONAL | ||||||
| 47 FIFTH AVENUE ROOM 10B | NEW YORK | NY | 10003 | NONE | PROTECTION AND CONSERVATION OF ART. | $30,000 |
| BARNARD COLLEGE | ||||||
| 3009 BROADWAY 115 MILBAN | NEW YORK | NY | 10027 | NONE | SCHOLARSHIP SUPPORT FOR WOMEN. | $30,000 |
| CANINE COMPANIONS FOR INDEPENDENCE | ||||||
| PO BOX 446 | SANTA ROSA | CA | 95402 | NONE | PRE- AND PERINATAL SCREENINGS. | $18,000 |
| ASSISTANCE LEAGUE OF RENO-SPARKS | ||||||
| PO BOX 7376 | RENO | NV | 895107376 | NONE | CLOTHING FOR ELEMENTARY CHILDREN. | $5,000 |
| BOYS AND GIRLS CLUB OF TRUCKEE MEAD | ||||||
| 2680 EAST 9TH STREET | RENO | NV | 89512 | NONE | PROJECT LEARN FUNDING. | $3,000 |
| CENTER FOR EDUCATION OF INFANT DEAF | ||||||
| 1035 GRAYSON STREET | BERKELEY | CA | 94710 | NONE | CHILD SENSORY INTEGRATION THERAPY | $10,000 |
| COMPASSION FOR THE FAMILYVIVA REAV | ||||||
| 115 13TH STEET SE | ALTOONA | IA | 50009 | NONE | BANDERAS BAY WOMEN'S SHELTER. | $3,000 |
| DEEP BLUE CONSERVANCY | ||||||
| 3413 LARGA CIRCLE | SAN DIEGO | CA | 92110 | NONE | EQUIPMENT FOR MARINE RESEARCH. | $2,000 |
| FOOD BANK OF NORTHERN NEVADA INC | ||||||
| 550 ITALY DRIVE | SPARKS | NV | 89434 | NONE | CHILD NUTRITION PROGRAMS INITIATIVE. | $5,000 |
| JOHN BROWN UNIVERSITY | ||||||
| 2000 W UNIVERSITY ST | SILOAM SPRINGS | AR | 72761 | NONE | CHARLES H. STOUT SCHOLARSHIP. | $20,000 |
| NEVADA MUSEUM OF ART | ||||||
| 160 W LIBERTY STREET | RENO | NV | 89502 | NONE | SCHOOL TOUR PROGAM FUNDING. | $5,000 |
| NEVADA WOMEN'S FUND | ||||||
| 770 SMITHRIDGE DRIVE 300 | RENO | NV | 89502 | NONE | EDUCATION SCHOLARSHIP PROGRAM. | $15,000 |
| NO NEVADA VETERANS COALITION | ||||||
| PO BOX 415 | FERNLEY | NV | 89408 | NONE | GENERAL FUNDING FOR CEMETERY. | $5,000 |
| RENO CHAMBER ORCHESTRA | ||||||
| 925 RIVERSIDE DR STE 5 | RENO | NV | 89503 | NONE | YOUTH & STUDENT TICKET PROGRAM. | $4,000 |
| RENO PHILHARMONIC ASSOCIATION | ||||||
| 925 RIVERSIDE DR STE 3 | RENO | NV | 89503 | NONE | 2013-2014 SEASON GENERAL FUNDING. | $5,000 |
| SKY MOUNTAIN LIFE SCHOOLINSTITUTE | ||||||
| 2842 COUNTRY CLUB DRIVE | ESCONDIDO | CA | 92029 | NONE | EXPRESSIVE ARTS TRAINING PROGRAM. | $40,000 |
| TAHOE COMMUNITY SAILING FOUNDATION | ||||||
| PO BOX 1726 | TAHOE CITY | CA | 96145 | NONE | YOUTH SAILING EDUCATION AND SAFETY. | $5,000 |
| TAHOE MARITIME MUSEUM | ||||||
| PO BOX 627 | HOMEWOOD | CA | 96141 | NONE | GENERAL FUNDING FOR OPERATIONS. | $20,000 |
| THE CHILDREN'S CABINET | ||||||
| 1090 S ROCK BOULEVARD | RENO | NV | 89502 | NONE | GENERAL FUNDING FOR SCHOOL OF LIFE. | $10,000 |
| THE ESCONDIDO CREEK CONSERVANCY | ||||||
| PO BOX 460791 | ESCONDIDO | CA | 92046 | NONE | ESCONDIDO WATERSHED EDUC PROGRAM. | $10,000 |
| THE FIRST TEE OF NORTHERN NEVADA | ||||||
| 1575 DELUCCHI LANE 104 | RENO | NV | 89502 | NONE | GOLF SKILLS OUTREACH PROGRAM. | $5,000 |
| THE NATIONAL JUDICIAL COLLEGE | ||||||
| JUDICIAL COLLEGE MS 358 | RENO | NV | 89557 | NONE | JUDICIAL SCHOLARSHIP PROGRAM. | $5,000 |
| TERRY LEE WELLS NV DISCOVERY MUSEUM | ||||||
| 490 S CENTER STREET | RENO | NV | 89501 | NONE | ENDOWMENT FOR EXHIBIT FUNDING. | $10,000 |
| THUNDERBIRD LODGE PRESERVATION SOC | ||||||
| PO BOX 6812 | INCLINE VILLAGE | NV | 89450 | NONE | REPAIRS FOR THUNDERBIRD YACHT. | $20,000 |
| UC SAN DIEGO | ||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 920930210 | NONE | GRADUATE FELLOWSHIP FUNDING. | $30,000 |
| UNIVERSITY OF NEVADA RENO FOUND | ||||||
| MAIL STOP 0007 | RENO | NV | 89557 | NONE | MUSEUM OF NATURAL HISTORY COMMUNITY | $5,000 |
| UNIVERSITY OF NEVADA RENO FOUND | ||||||
| MAIL STOP 0007 | RENO | NV | 89557 | NONE | CABNR CANCER RESEARCH LABORATORY. | $10,000 |
| UNIVERSITY OF NEVADA RENO FOUND | ||||||
| MAIL STOP 0007 | RENO | NV | 89557 | NONE | LAKE TAHOE ARCHIVE PROJECT | $5,000 |
| UNIVERSITY OF NEVADA RENO FOUND | ||||||
| MAIL STOP 0007 | RENO | NV | 89557 | NONE | REYNOLDS SCHOOL OF JOURNALISM | $10,000 |
| UNIVERSITY OF SAN FRANCISCO | ||||||
| 2130 FULTON ST LMR 313 | SAN FRANCISCO | CA | 94117 | NONE | SCHIAVO CENTER FOR SCIENCE FUNDING. | $10,000 |
| VSA ARTS OF NEVADA | ||||||
| 250 COURT STREET | RENO | NV | 89501 | NONE | ART WORKSHOPS FOR DISABLED CHILDREN. | $2,500 |
| AVA BALLET THEATER | ||||||
| 73 W PLUM LANE | RENO | NV | 89509 | NONE | WINTER/SPRING DANCE PRODUCTIONS | $1,000 |
| ANZA-BORREGO FOUNDATION | ||||||
| PO BOX 2001 | BORREGO SPRINGS | CA | 92004 | NONE | INVERTEBRATE FOSSIL IDENTIFICATION | $2,500 |
| BURN INSTITUTE | ||||||
| 8825 AERO DRIVE | SAN DIEGO | CA | 92123 | NONE | LIVING WITH WILDFIRES | $2,500 |
| CANCER AWARNESS OF NEVADA | ||||||
| 8600 TECHNOLOGY WAY SUITE | RENO | NV | 89521 | NONE | CANCER SCREENING PROGRAM | $1,000 |
| CATHOLIC CHARITIES THE ST VINCEN | ||||||
| 500 E 4TH ST | RENO | NV | 89512 | NONE | EMERGENCY ASSISTANCE PROGRAM | $5,000 |
| FRIENDS OF VALLARTA BOTANICAL | ||||||
| 759 N CAMPUS WAY | DAVIS | CA | 95616 | NONE | PROJECT YOUR FORESTS EDUCATION PROGR | $2,000 |
| NORTHERN NEVADA CHILDREN'S CANCER | ||||||
| 3550 BARRON WAY 9A | RENO | NV | 89511 | NONE | OPERATING EXPENSES | $1,000 |
| NORTHERN NEVADA RAVE FAMILY FOUNDAT | ||||||
| PO BOX 2072 | SPARKS | NV | 89432 | NONE | RAVE FAMILY CENTER | $5,000 |
| PIONEER CENTER FOR THE PERFORMING A | ||||||
| 100 S VIRGINIA ST | RENO | NV | 89501 | NONE | PIONEER CENTER YOUTH PROGRAMS | $3,000 |
| RENO BIKE PROJECT | ||||||
| 541 E 4TH ST | RENO | NV | 89512 | NONE | BIGGEST LITTLE COMMUTER PROGRAM | $3,000 |
| RENO ROTARY FOUNDATION | ||||||
| PO BOX 1750 | RENO | NV | 89505 | NONE | RENO ROTARY FOUNDATION SCHOLARSHIP | $10,000 |
| ROBERT LOUIS STEVENSON SCHOOL | ||||||
| 3152 FOREST LAKE ROAD | PEBBLE BEACH | CA | 93953 | NONE | SUPPORT FOR SCHOLARSHIP PROGRAM | $5,000 |
| SAFE EMBRACE | ||||||
| 780 E LINCOLN WAY | SPARKS | NV | 89434 | NONE | RALLYING MEN | $1,000 |
| SIERRA NEVADA MASTER WORKS CHORALE | ||||||
| 925 RIVERSIDE DR | RENO | NV | 89503 | NONE | MASTER WORKS SEASON PROGRAM | $1,000 |
| SIERRA SAFARI ZOO | ||||||
| 10200 N VIRGINIA ST | RENO | NV | 89506 | NONE | TITLE I & SENIORS ZOO 2 U | $5,000 |
| ST LUKES FOUNDATION | ||||||
| 1213 HERMANN DRIVE | HOUSTON | TX | 77004 | NONE | PATIENT CARE SUMMER EXTERNSHIP | $5,000 |
| UC SAN DIEGO | ||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | NONE | DEL MAR METHANE SEEP RESEARCH | $15,000 |
| THE SOLACE TREE | ||||||
| PO BOX 2944 | RENO | NV | 89505 | NONE | GOOD GRIEF | $5,000 |
| TORCH OF FREEDOM FOUNDATIONPATRIOT | ||||||
| PO BOX 586 | DRIPPING SPRINGS | TX | 78620 | NONE | OPERATING EXPENSES | $5,000 |
| URBAN ROOTS | ||||||
| 3001 W 4TH ST 12 | RENO | NV | 89523 | NONE | COMMUNITY SUPPORTED EDU. SCHOLARSHIP | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $436,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $197,591 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $742,538 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $940,129 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $940,129 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $14,283 | Amt |
| Net Investment Income | $7,142 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,142 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS - CORPORATE BONDS | BondNm |
| EOY Book Value | $3,077,263 | EOYBookValueAmt |
| EOYFMV | $2,972,807 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORPORATE STOCKS | StockNm |
| EOY Book Value | $5,348,398 | EOYBookValueAmt |
| EOYFMV | $6,546,915 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $169 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $167 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| MISCELLANEOUS EXPENSE | $22,266 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD CASH ADJUSTMENT | Desc |
| Amt | $5,907 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| AGENT CUSTODY FEES | $42,443 | $42,443 |
| MANAGEMENT FEE | $33,764 | $33,764 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES ON DIVIDENDS | $5,066 | $5,066 |
| FEDERAL TAXES |
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