CHARLES H STOUT FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
CHARLES H STOUT FOUNDATION (EIN 94-2797249)
Tax period
2013-07-01 to 2014-06-30
Filed
2014-08-26
IRS object ID
201422389349100512
Schema version
2013v3.1
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)
Return2014-08-26T18:14:10-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN364722240PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BRUCE W THEE & ASSOCIATES PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1150 W HUFFAKER LN STE 106AddressLine1
CityRENOCity
StateNVState
ZIP Code89511ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN942797249EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHARLES H STOUT FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlCHARBusinessNameControlTxt
Phone7758251510PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11835 WENDY WAYAddressLine1
CityRENOCity
StateNVState
ZIP Code89509ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD M STOUTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7758251510PhoneNum
Signature2014-08-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRUCE W THEEPreparerPersonNm
PTINP00148573PTIN
Phone7753238433PhoneNum
Preparation2014-08-19PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,376,106FMVAssetsEOYAmt
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$223,061DividendsRevAndExpnssAmt
Dividends Net Invst Incm$223,061DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$467,467NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$12,675,351GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$467,467CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$100OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$690,628TotalRevAndExpnssAmt
Total Net Invst Incm$690,528TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$10,749AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,375AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,374AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$58,904OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$58,904OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$29,292TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,713TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$98,945TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$66,992TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,374TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$409,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$409,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$507,945TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$66,992TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$414,374TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$182,683ExcessRevenueOverExpensesAmt
Net Investment Income$623,536NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,122,963SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$397,323SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$397,323SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$447USGovernmentObligationsBOYAmt
US Government Obligations EOY$315USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$321USGovtObligationsEOYFMVAmt
Corporate Stock BOY$5,236,194CorporateStockBOYAmt
Corporate Stock EOY$5,905,007CorporateStockEOYAmt
Corporate Stock EOYFMV$7,021,354CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,723,310CorporateBondsBOYAmt
Corporate Bonds EOY$1,962,952CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,957,108CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$2,473LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,473LandBldgEquipAccumDeprecAmt
Total Assets BOY$8,082,914TotalAssetsBOYAmt
Total Assets EOY$8,265,597TotalAssetsEOYAmt
Total Assets EOYFMV$9,376,106TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$8,082,914RetainedEarningBOYAmt
Retained Earning EOY$8,265,597RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,082,914TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,265,597TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,082,914TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,265,597TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,082,914TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$182,683ExcessRevenueOverExpensesAmt
Subtotal$8,265,597SubtotalAmt
Tot Net Ast Or Fund Balances EOY$8,265,597TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY-35250 STP2013-07-012014-06-30$7,040,142$6,977,570$62,572$62,572
MORGAN STANLEY-35250 LTP2014-06-012014-06-30$815,801$874,155-$58,354-$58,354
MORGAN STANLEY-62250 STP2013-07-012014-06-30$577,431$524,294$53,137$53,137
MORGAN STANLEY-70250 STP2013-07-012014-06-30$3,867,049$3,576,313$290,736$290,736
MORGAN STANLEY-70250 LTP2014-06-012014-06-30$293,305$173,728$119,577$119,577
MORGAN STANLEY-77250 STP2013-07-012014-06-30$81,623$81,824-$201-$201
FieldValueIRS element (for citing)
Capital Gain Net Income$467,467CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$406,244NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$376,829AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$8,026,470NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.046948DistributionYr1Rt
Adjusted Qlfy Distri Yr2$367,180AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$7,470,094NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049153DistributionYr2Rt
Adjusted Qlfy Distri Yr3$337,347AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$7,349,458NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.045901DistributionYr3Rt
Adjusted Qlfy Distri Yr4$310,747AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$6,920,980NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.044899DistributionYr4Rt
Adjusted Qlfy Distri Yr5$361,568AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$6,219,627NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.058133DistributionYr5Rt
Total Distribution0.245034TotalDistributionRt
Average Distribution0.049007AverageDistributionRt
Net Vl Noncharitable Assets$8,603,670NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$421,640AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$6,235NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$427,875AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$414,374QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$12,471InvestmentIncomeExciseTaxAmt
Subtotal$12,471SubtotalAmt
Tax Based On Investment Income$12,471TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$14,400EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$14,400TotalPaymentsAndCreditsAmt
Overpayment$1,929OverpaymentAmt
Applied To ES Tax$1,929AppliedToESTaxAmt

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1RICHARD M STOUTBusinessNameLine1
FieldValueIRS element (for citing)
Phone7758251510PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11835 WENDY WAYAddressLine1
CityRENOCity
StateNVState
ZIP Code89509ZIPCode
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 (9 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line1ForeignAddress/AddressLine1CityForeignAddress/CityCountryForeignAddress/Country
RICHARD M STOUT
1835 WENDY WAYRENONV89509PRESIDENT1.00$0$0$0
MARTHA STOUT GILWEIT
10559 STELLA STREETOAKLANDCA94506VICE-PRESIDE1.00$0$0$0
DOUGLAS B MCDONALD
1951 W WILLIAMS AVE 108FALLONNV89406SECRETARY1.00$0$0$0
ROSS B STOUT
2335 CHERRYHILLS DRIVESILOAM SPRINGSAR72761TREASURER1.00$0$0$0
KATHERINE GILWEIT CARTIGLIA
SECRETARY1.00$0$0$026 ALMEIDA STREETLONDONUK
D KENT CLAYBURN
1333 N CALIFORNIA BLVD SUITE 133WALNUT CREEKCA94596TREASURER1.00$0$0$0
CHRISTOPHER H STOUT
28483 CROSBY STREETMURRIETACA92563TRUSTEE1.00$0$0$0
SAMANTHA GILWEIT
10559 STELLA STREETOAKLANDCA94506MEMBER1.00$0$0$0
ALEXA GILWEIT
10559 STELLA STREETOAKLANDCA94506MEMBER1.00$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$8,011,134AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$723,556AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,734,690TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$8,734,690AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$131,020CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,603,670NetVlNoncharitableAssetsAmt
Minimum Investment Return$430,184MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$430,184MinimumInvestmentReturnAmt
Tax Based On Investment Income$12,471TaxBasedOnInvestmentIncomeAmt
Total Tax$12,471TotalTaxAmt
Distributable Before Adj$417,713DistributableBeforeAdjAmt
Distributable Before Ded$417,713DistributableBeforeDedAmt
Distributable As Adjusted$417,713DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$414,374ExpensesAndContributionsAmt
Qualifying Distributions$414,374QualifyingDistributionsAmt
Adjusted Qualifying Distri$414,374AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$417,713DistributableAsAdjustedAmt
Undistributed Income PY$369,106UndistributedIncomePYAmt
Qualifying Distributions$414,374QualifyingDistributionsAmt
Applied To Year1$369,106AppliedToYear1Amt
Applied To Current Year$45,268AppliedToCurrentYearAmt
Undistributed Income CY$372,445UndistributedIncomeCYAmt

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 Line1PO BOX 20733AddressLine1
CityRENOCity
StateNVState
ZIP Code895150733ZIPCode
FieldValueIRS element (for citing)
Recipient Phone7758251510RecipientPhoneNum
Form And Info And MaterialsSEE STATEMENTS D AND EFormAndInfoAndMaterialsTxt
Submission DeadlinesJUNE 15TH PRIOR TO THE FISCAL YEAR FOR WHICH THE GRANT IS REQUESTED.SubmissionDeadlinesTxt
Restrictions On AwardsSEE STATEMENT D & ERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARTWATCH INTERNATIONAL
47 FIFTH AVENUE ROOM 10BNEW YORKNY10003NONEPROTECTION AND CONSERVATION OF ART.$25,000
BARNARD COLLEGE
3009 BROADWAY 115 MILBANNEW YORKNY10027NONESCHOLARSHIP SUPPORT FOR WOMEN.$30,000
CANINE COMPANIONS FOR INDEPENDENCE
PO BOX 446SANTA ROSACA95402NONEPRE- AND PERINATAL SCREENINGS.$20,000
COOKSON HILLS CHRISTIAN SCHOOL
RR 3 BOX 200KANSASOK74347NONEGENERAL SUPPORT FOR FAMILY SERVICES.$5,000
ARTOWN
528 WEST FIRST STRENONV89511NONEEQUIPMENT FOR CHILDRENS ART PROGRAM.$1,000
ASSISTANCE LEAGUE OF RENO-SPARKS
PO BOX 7376RENONV895107376NONECLOTHING FOR ELEMENTARY CHILDREN.$5,000
BOYS AND GIRLS CLUB OF TRUCKEE MEAD
2680 EAST 9TH STREETRENONV89512NONEPROJECT LEARN FUNDING.$1,000
CALIFORNIA NATIVE PLANT SOCIETY
PO BOX 5597 ELMWOOD STATIBERKELEYCA94705NONEKNOWLAND PARK EDUCATION PROGRAM.$15,000
CENTER FOR EDUCATION OF INFANT DEAF
1035 GRAYSON STREETBERKELEYCA94710NONECHILD SENSORY INTEGRATION THERAPY$5,000
COMPASSION FOR THE FAMILYVIVA REAV
115 13TH STEET SEALTOONAIA50009NONEBANDERAS BAY WOMEN'S SHELTER.$15,000
DEEP BLUE CONSERVANCY
3413 LARGA CIRCLESAN DIEGOCA92110NONEEQUIPMENT FOR MARINE RESEARCH.$15,000
FOOD BANK OF NORTHERN NEVADA INC
550 ITALY DRIVESPARKSNV89434NONECHILD NUTRITION PROGRAMS INITIATIVE.$5,000
GOOD SHEPERD'S CLOTHES CLOSET
335 RECORD STREETRENONV89512NONEGENERAL SUPPORT FOR OPERATIONS.$1,000
JOHN BROWN UNIVERSITY
2000 W UNIVERSITY STSILOAM SPRINGSAR72761NONECHARLES H. STOUT SCHOLARSHIP.$20,000
LAKE TAHOE SHAKESPEARE FESTIVAL
948 INCLINE WAYINCLINE VILLAGENV89451NONEINTERACT ARTS EDUCATION PROGRAM.$1,000
LIFE STYLES INC
2590 W SYCAMOREFAYETTEVILLEAR72703NONEJOB DEVELOPMENT SKILLS FOR DISABLED.$5,000
NEVADA CULTURAL AFFAIRS FOUNDATION
309 S VALLEY VIEW BLVDLAS VEGASNV89107NONECOLLECTION DEVELOPMENT & ACQUISTION.$10,000
NEVADA MUSEUM OF ART
160 W LIBERTY STREETRENONV89502NONESCHOOL TOUR PROGAM FUNDING.$5,000
NEVADA OPERA FOUNDATION
PO BOX 3256RENONV89505NONEFUNDING FOR OPERA PERFORMANCES.$5,000
NEVADA WOMEN'S FUND
770 SMITHRIDGE DRIVE 300RENONV89502NONEEDUCATION SCHOLARSHIP PROGRAM.$15,000
NO NEVADA VETERANS COALITION
PO BOX 415FERNLEYNV89408NONEGENERAL FUNDING FOR CEMETERY.$25,000
RENO CHAMBER ORCHESTRA
925 RIVERSIDE DR STE 5RENONV89503NONEYOUTH & STUDENT TICKET PROGRAM.$3,000
RENO PHILHARMONIC ASSOCIATION
925 RIVERSIDE DR STE 3RENONV89503NONE2013-2014 SEASON GENERAL FUNDING.$3,000
SKY MOUNTAIN LIFE SCHOOLINSTITUTE
2842 COUNTRY CLUB DRIVEESCONDIDOCA92029NONEEXPRESSIVE ARTS TRAINING PROGRAM.$20,000
TAHOE COMMUNITY SAILING FOUNDATION
PO BOX 1726TAHOE CITYCA96145NONEYOUTH SAILING EDUCATION AND SAFETY.$5,000
TAHOE MARITIME MUSEUM
PO BOX 627HOMEWOODCA96141NONEGENERAL FUNDING FOR OPERATIONS.$20,000
THE ANZA-BORREGO FOUNDATION
PO BOX 2001BORREGO SPRINGSCA92004NONEINVERTEBRATE FOSSIL PROJECT.$3,000
THE CHILDREN'S CABINET
1090 S ROCK BOULEVARDRENONV89502NONEGENERAL FUNDING FOR SCHOOL OF LIFE.$5,000
THE ESCONDIDO CREEK CONSERVANCY
PO BOX 460791ESCONDIDOCA92046NONEESCONDIDO WATERSHED EDUC PROGRAM.$10,000
THE FIRST TEE OF NORTHERN NEVADA
1575 DELUCCHI LANE 104RENONV89502NONEGOLF SKILLS OUTREACH PROGRAM.$5,000
THE NATIONAL JUDICIAL COLLEGE
JUDICIAL COLLEGE MS 358RENONV89557NONEJUDICIAL SCHOLARSHIP PROGRAM.$5,000
TERRY LEE WELLS NV DISCOVERY MUSEUM
490 S CENTER STREETRENONV89501NONEENDOWMENT FOR EXHIBIT FUNDING.$10,000
THUNDERBIRD LODGE PRESERVATION SOC
PO BOX 6812INCLINE VILLAGENV89450NONEREPAIRS FOR THUNDERBIRD YACHT.$20,000
UC SAN DIEGOSCRIPPS INST OF OCEAN
9500 GILMAN DRIVESAN DIEGOCA920930210NONEGRADUATE FELLOWSHIP FUNDING.$30,000
UNIVERSITY OF NEVADA RENO FOUND
MAIL STOP 0007RENONV89557NONENEVADA MEDIA ALLIANCE FUNDING.$10,000
UNIVERSITY OF NEVADA RENO FOUND
MAIL STOP 0007RENONV89557NONECABNR CANCER RESEARCH LABORATORY.$10,000
UNIVERSITY OF NEVADA RENO FOUND
MAIL STOP 0007RENONV89557NONELAKE TAHOE BASIN BOOK PROJECT.$5,000
UNIVERSITY OF NEVADA RENO FOUND
MAIL STOP 0007RENONV89557NONENEVADA ORAL HISTORY PROGRAM FUNDING.$10,000
UNIVERSITY OF SAN FRANCISCO
2130 FULTON ST LMR 313SAN FRANCISCOCA94117NONESCHIAVO CENTER FOR SCIENCE FUNDING.$5,000
VSA ARTS OF NEVADA
250 COURT STREETRENONV89501NONEART WORKSHOPS FOR DISABLED CHILDREN.$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$409,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$223,061ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$467,467ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Exclusion18ExclusionCd
Exclusion$100ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$690,628ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$690,628TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$10,749Amt
Net Investment Income$5,375NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,374DisbursementsCharitablePrpsAmt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (9 entries)

RICHARD M STOUT
MARTHA STOUT GILWEIT
DOUGLAS B MCDONALD
ROSS B STOUT
KATHERINE GILWEIT CARTIGLIA
D KENT CLAYBURN
CHRISTOPHER H STOUT
SAMANTHA GILWEIT
ALEXA GILWEIT

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondINVESTMENTS - CORPORATE BONDSBondNm
EOY Book Value$1,962,952EOYBookValueAmt
EOYFMV$1,957,108EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTS - CORPORATE STOCKSStockNm
EOY Book Value$5,905,007EOYBookValueAmt
EOYFMV$7,021,354EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$315USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$321USGovtObligationsEOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemCOMPUTERCategoryOrItemTxt
Cost Or Other Basis$2,473CostOrOtherBasisAmt
Accumulated Depreciation$2,473AccumulatedDepreciationAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Revenue And Expenses Per Books$100RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
AGENT CUSTODY FEES$937$937
MANAGEMENT FEE$57,967$57,967

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES ON DIVIDENDS$2,713$2,713
FEDERAL TAXES$26,579

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