ZARLEY FAM FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ZARLEY FAM FOUNDATION (EIN 20-5938501)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-12
- IRS object ID
- 201441329349100614
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Land Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-12T11:13:28-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 E THOUSAND OAKS BLVD STE 100 | AddressLine1 |
| City | WESTLAKE VILLAGE | City |
| State | CA | State |
| ZIP Code | 91362 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205938501 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ZARLEY FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GREGGORY J HUTCHINS | InCareOfNm |
| Business Name Control | ZARL | BusinessNameControlTxt |
| Phone | 7025216741 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 SAINT CROIX STREET | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | HENDERSON | City |
| State | NV | State |
| ZIP Code | 89012 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES ZARLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8053748555 | PhoneNum |
| Signature | 2014-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGGORY J HUTCHINS | PreparerPersonNm |
| Phone | 8053748555 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,136,448 | 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 | $112,319 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $69,402 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,402 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,398 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,643,024 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,398 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $187,131 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $74,812 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $7,238 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,619 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,619 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,756 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $55 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $55 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,049 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,674 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,619 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $110,049 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,674 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $103,619 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $77,082 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,138 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $37,575 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $110,677 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $110,677 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,006,431 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,012,577 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,022,149 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $5,788 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,622 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,622 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,049,794 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,126,876 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,136,448 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,049,794 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,126,876 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,049,794 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,126,876 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,049,794 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,126,876 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,049,794 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $77,082 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,126,876 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,126,876 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 60.117 SHS DELAWARE DIVERSIFIED INCOME FUND | 2012-12-24 | 2013-06-19 | $542 | $561 | -$19 | -$19 |
| 38,461.538 SHS PRUDENTIAL GLOBAL TOTAL RETURN FUND | 2013-04-18 | 2013-07-15 | $255,769 | $273,739 | -$17,970 | -$17,970 |
| 18,618.822 SHS PRUDENTIAL TOTAL RETURN BOND FUND | 2012-10-23 | 2013-04-18 | $275,000 | $270,990 | $4,010 | $4,010 |
| 6,232.142 SHS DELAWARE DIVERSIFIED INCOME FUND | 2012-01-24 | 2013-06-19 | $56,152 | $56,906 | -$754 | -$754 |
| 91,573.606 SHS LORD ABBETT SHORT DURATION INCOME FUND | 2012-09-26 | 2013-11-18 | $420,000 | $422,575 | -$2,575 | -$2,575 |
| 27,173.913 SHS NEUBERGER BERMAN STRATEGIC INCOME FUND | 2010-12-27 | 2013-09-20 | $300,000 | $306,050 | -$6,050 | -$6,050 |
| 27,106.090 SHS PRUDENTIAL SHORT TERM CORPORATE BOND FUND | 2011-08-15 | 2013-04-18 | $312,804 | $306,805 | $5,999 | $5,999 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,398 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $94,348 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,071,486 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045546 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $190,552 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,068,541 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.092119 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $112,458 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,117,414 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053111 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $119,633 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,074,608 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057665 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $113,365 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,882,889 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060208 | DistributionYr5Rt |
| Total Distribution | 0.308649 | TotalDistributionRt |
| Average Distribution | 0.06173 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,031,568 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $125,409 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $711 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $126,120 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $103,619 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,423 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,423 | SubtotalAmt |
| Tax Based On Investment Income | $1,423 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,160 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,160 | TotalPaymentsAndCreditsAmt |
| Overpayment | $737 | OverpaymentAmt |
| Applied To ES Tax | $737 | AppliedToESTaxAmt |
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 | CA | 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.thezarleyfoundation.com | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREGGORY J HUTCHINS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8053748555 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 E THOUSAND OAKS BL 100 | AddressLine1 |
| City | westlake village | City |
| State | CA | State |
| ZIP Code | 91362 | ZIPCode |
| 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| james zarley | ||||||||
| 600 SAINT CROIX STREET | HENDERSON | NV | 89012 | chairman | 1.0 | $0 | $0 | $0 |
| matt zarley | ||||||||
| 600 SAINT CROIX STREET | HENDERSON | NV | 89012 | vice president | 1.0 | $0 | $0 | $0 |
| chad zarley | ||||||||
| 600 SAINT CROIX STREET | HENDERSON | NV | 89012 | vice president | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,026,621 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,885 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,062,506 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,062,506 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,938 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,031,568 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $101,578 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $101,578 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,423 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,423 | TotalTaxAmt |
| Distributable Before Adj | $100,155 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $100,155 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $100,155 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $103,619 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $103,619 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $103,619 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $100,155 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,662 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $17,463 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,113 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $90,067 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $131,305 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $103,619 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $100,155 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,464 | RemainingDistriFromCorpusAmt |
| Total Corpus | $134,769 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $13,662 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $121,107 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $17,463 | ExcessFromYear4Amt |
| Excess From Year3 | $10,113 | ExcessFromYear3Amt |
| Excess From Year2 | $90,067 | ExcessFromYear2Amt |
| Excess From Current Year | $3,464 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS TOWN CALIFORNIA | |||||||
| 14100 CRAWFORD STREET | BOYS TOWN | NE | 68010 | NONE | PC | to assist underpriviledged youth | $10,000 |
| ANDY'S OUTREACH FUND | |||||||
| 6040 DUTCHMAN LANE | LOUISVILLE | KY | 40205 | NONE | PC | PROVIDING FINANCIAL SUPPORT TO EMPLOYEES OF THE TEXAS ROADHOUSE AND THEIR FAMILIES | $5,000 |
| CASA PACIFICA | |||||||
| 1722 S LEWIS ROAD | CAMARILLO | CA | 93012 | NONE | PC | OUTREACH PROGRAM FOR ABUSED, NEGLECTED OR AT-RISK CHILDREN AND THEIR FAMILIES | $55,000 |
| BROADWAY CARES | |||||||
| 165 WEST 46TH STREET SUITE 1300 | NEW YORK | NY | 10036 | NONE | PC | PROVIDES FINANCIAL SUPPORT TO AIDS SERVICE ORGANIZATIONS AND PROMOTES AWARENESS OF HIV/AIDS ISSUES | $20,000 |
| SAINT THERESE CENTER | |||||||
| 2309 NORTON DRIVE | AUGUSTA | GA | 30906 | none | PC | GENERAL PURPOSE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,402 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,398 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $74,812 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $74,812 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JAMES ZARLEY | ||||||
| 1 | 600 SAINT CROIX ST | HENDERSON | NV | 89012 | $15,000 | Yes (X) |
| JAMES ZARLEY | ||||||
| 2 | 600 SAINT CROIX ST | HENDERSON | NV | 89012 | $97,319 | Yes (X) |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALINDA YOUNG | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2012-12-13 | GrantDt |
| Purpose Of Grant | UNINSURED MEDICAL EXPENSE FOR NEWBORN CHILD | PurposeOfGrantTxt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $5,788 | BOYBookValueAmt |
| EOY Book Value | $3,622 | EOYBookValueAmt |
| EOYFMV | $3,622 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $55 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $55 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FRANCHISE TAX BOARD | $10 |
| ATTORNEY GENERAL REGISTRY | $50 |
| EXCISE TAXES | $2,696 |
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