THE DRANEY FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE DRANEY FAMILY FOUNDATION (EIN 20-2654475)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201443189349101189
- Schema version
- 2013v3.0
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T13:50:02-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954195174 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTIER TRUST COMPANY | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1810 S FAIR OAKS STE 200 | AddressLine1 |
| City | SOUTH PASADENA | City |
| State | CA | State |
| ZIP Code | 91030 | 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 | 202654475 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DRANEY FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DRAN | BusinessNameControlTxt |
| Phone | 7022944399 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W LIBERTY STREET STE 890 | AddressLine1 |
| City | RENO | City |
| State | NV | State |
| ZIP Code | 89501 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RYAN DRANEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7022944399 | PhoneNum |
| Signature | 2014-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KYLE WEBSTER CPA | PreparerPersonNm |
| PTIN | P00148175 | PTIN |
| Phone | 6264415111 | PhoneNum |
| 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 | $1,310,700 | 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 | $5,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $32,393 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,393 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,538 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $90,918 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $136 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $136 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $32,991 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,529 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $100 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $100 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $8,593 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,593 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,181 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $581 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $63 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $38 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,937 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,212 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $125 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $121,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $121,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $131,237 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,212 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $121,425 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$98,246 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,317 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,945 | CashBOYAmt |
| Cash EOY | $15,114 | CashEOYAmt |
| Cash EOYFMV | $15,114 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $92,560 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,536 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,536 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $661,942 | CorporateStockBOYAmt |
| Corporate Stock EOY | $651,986 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $933,227 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $75,338 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $75,172 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $76,970 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $259,872 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $248,603 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $275,853 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,098,657 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,000,411 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,310,700 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,098,657 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,000,411 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,098,657 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,000,411 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,098,657 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,000,411 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,098,657 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$98,246 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,000,411 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,000,411 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 60 SHS JUNIPER NETWORKS INC | P | 2012-11-20 | 2013-03-19 | $1,144 | $982 | $162 | $162 |
| .31 SH CEMIG SA SPONS ADR N-V PFD | P | 2010-02-22 | 2013-06-18 | $3 | $3 | $0 | $0 |
| 2000 SHS FORTRESS INVESTMENT GROUP LLC | P | 2010-02-24 | 2013-11-05 | $16,500 | $9,022 | $7,478 | $7,478 |
| 250 SHS ISHARES MORTGAGE-BACKEDINV.GRADE | P | 2010-02-24 | 2013-12-09 | $26,267 | $26,798 | -$531 | -$531 |
| 250 SHS ISHARES 1-3 YR GLOBAL CREDIT | P | 2010-02-24 | 2013-12-09 | $26,350 | $26,112 | $238 | $238 |
| 90 SHS JUNIPER NETWORKS INC | P | 2011-08-12 | 2013-03-19 | $1,716 | $2,000 | -$284 | -$284 |
| 500 SHS MARKET VECTORS ETF TR GOLD MINER | P | 2010-02-22 | 2013-07-15 | $12,060 | $22,180 | -$10,120 | -$10,120 |
| 50 SHS SPDR GOLD TRUST GOLD | P | 2012-11-20 | 2013-12-09 | $5,976 | $8,359 | -$2,383 | -$2,383 |
| SPDR GOLD TRUST GOLD | P | 2012-11-20 | 2013-01-07 | $3 | $3 | $3 | |
| SPDR GOLD TRUST GOLD | P | 2012-11-20 | 2013-02-21 | $3 | $3 | $3 | |
| SPDR GOLD TRUST GOLD | P | 2012-11-20 | 2013-03-12 | $3 | $3 | $3 | |
| SPDR GOLD TRUST GOLD | P | 2012-11-20 | 2013-04-09 | $3 | $3 | $3 | |
| SPDR GOLD TRUST GOLD | P | 2012-11-20 | 2013-05-10 | $3 | $3 | $3 | |
| SPDR GOLD TRUST GOLD | P | 2012-11-20 | 2013-06-17 | $2 | $2 | $2 | |
| SPDR GOLD TRUST GOLD | P | 2012-11-20 | 2013-07-10 | $2 | $2 | $2 | |
| SPDR GOLD TRUST GOLD | P | 2012-11-20 | 2013-08-15 | $2 | $2 | $2 | |
| SPDR GOLD TRUST GOLD | P | 2012-11-20 | 2013-09-19 | $2 | $2 | $2 | |
| SPDR GOLD TRUST GOLD | P | 2012-11-20 | 2013-10-14 | $2 | $2 | $2 | |
| SPDR GOLD TRUST GOLD | P | 2012-11-20 | 2013-11-13 | $2 | $2 | $2 | |
| CAPITAL GAINS DIVIDENDS | P | $875 | $875 | $875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,538 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $84,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,262,877 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066911 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $70,675 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,297,938 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054452 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $73,627 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,334,527 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055171 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $76,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,317,627 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057679 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $107,025 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $897,868 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.119199 | DistributionYr5Rt |
| Total Distribution | 0.353412 | TotalDistributionRt |
| Average Distribution | 0.070682 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,272,654 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $89,954 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $233 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $90,187 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $121,425 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $233 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $233 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $233 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $818 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $818 | TotalPaymentsAndCreditsAmt |
| Overpayment | $585 | OverpaymentAmt |
| Applied To ES Tax | $585 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DONNA DRANEY | IndividualWithBooksNm |
| Phone | 7022944399 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 NEVADA WAY SUITE 200 | AddressLine1 |
| City | BOULDER CITY | City |
| State | NV | State |
| ZIP Code | 890052450 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT W DRANEY | ||||||||
| 410 NEVADA WAY SUITE 200 | BOULDER CITY | NV | 89005 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DONNA TAYLOR DRANEY | ||||||||
| 410 NEVADA WAY SUITE 200 | BOULDER CITY | NV | 89005 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| RYAN TAYLOR DRANEY | ||||||||
| 410 NEVADA WAY SUITE 200 | BOULDER CITY | NV | 89005 | PRESIDENT/TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,214,467 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $77,568 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,292,035 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,292,035 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,381 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,272,654 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $63,633 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $63,633 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $233 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $233 | TotalTaxAmt |
| Distributable Before Adj | $63,400 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $63,400 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $63,400 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $121,425 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $121,425 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $233 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $121,192 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,400 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $62,132 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,119 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,206 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,196 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,720 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $107,373 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $121,425 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $63,400 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $58,025 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $165,398 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $62,132 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $103,266 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,119 | ExcessFromYear4Amt |
| Excess From Year3 | $7,206 | ExcessFromYear3Amt |
| Excess From Year2 | $6,196 | ExcessFromYear2Amt |
| Excess From Year1 | $21,720 | ExcessFromYear1Amt |
| Excess From Current Year | $58,025 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT W DRANEY | ContributingManagerNm |
| Contributing Manager | DONNA TAYLOR DRANEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOULDER CITY SUNRISE ROTARY | ||||||
| PO BOX 60905 | BOULDER CITY | NV | 89006 | NONE | BC COMMUNITY | $30,700 |
| PUBLIC EDUCATION FOUNDATION | ||||||
| 3360 WEST SAHARA AVE 160 | LAS VEGAS | NV | 89102 | NONE | EDUCATION | $10,000 |
| UNLV FOUNDATION-BOYD LAW | ||||||
| PO BOX 451006 | LAS VEGAS | NV | 89154 | NONE | EDUCATION | $25,000 |
| USC FOUNDATION | ||||||
| UNIVERSITY PARK | LOS ANGELES | CA | 90089 | NONE | EDUCATION | $27,500 |
| DAN LEACH FOUNDATION - PUTTIN FORE THE KIDS' ANNUAL GOLF TOURNAMENT | ||||||
| PO BOX 60184 | BOULDER CITY | NV | 89006 | NONE | CHILDREN'S CHARITIES | $10,000 |
| GSF FOUNDATION | ||||||
| 18301 VON KARMAN AVENUE STE 1100 | IRVINE | CA | 92612 | NONE | CHILDREN'S CHARITIESCHILDREN'S CHARITIES | $10,000 |
| ROTARY INTERNATIONAL | ||||||
| 1560 SHERMAN AVE | EVANSTON | IL | 60201 | NONE | BC COMMUNITY | $900 |
| GILDA'S CLUB | ||||||
| 255 ALEXANDER STREET | ROCHESTER | NY | 14607 | NONE | CANCER PATIENT SUPPORT | $200 |
| SPREAD THE WORD NEVADA | ||||||
| 1075 AMERICAN PACIFIC DRIVE STE B | HENDERSON | NV | 89074 | NONE | LITERACY | $5,000 |
| SAN MIGUEL COMMUNITY FOUNDATION | ||||||
| 220 N ZAPATA HWY 11 | LAREDO | TX | 78043 | NONE | FEED THE HUNGRY | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $121,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,393 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $136 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4,538 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $27,991 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,991 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| RYAN DRANEY | ||||||
| 1 | 523 REGENTS GATE DR | HENDERSON | NV | 89012 | $2,500 | Yes (X) |
| DONNA DRANEY | ||||||
| 2 | 1315 ALPINE DRIVE | BOULDER CITY | NV | 89005 | $2,500 | Yes (X) |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 50,000 CISCO SYS INC 2.9% 11/17/14 | $50,172 | $51,095 |
| 25,000 SOUTHERN CA EDISON CO PRFD 6.25% 12/29/99 | $25,000 | $25,875 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (45 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 100 AT&T INC | $2,513 | $3,516 |
| 75 AMAZON.COM | $12,123 | $29,909 |
| 100 APPLE COMPUTER | $20,107 | $56,102 |
| 250 INP US IPATH | $14,975 | $14,240 |
| 100 BHP BILLITON ADR | $7,562 | $6,820 |
| 150 CELGENE | $9,108 | $25,345 |
| 775 CEMIG-SA | $8,345 | $6,037 |
| 150 DAVITA HEALTHCARE | $8,487 | $9,506 |
| 100 DIAGEO PLC | $6,531 | $13,242 |
| 400 EMC CORP | $9,608 | $10,060 |
| 100 EXXON-MOBIL | $9,599 | $10,120 |
| 2000 FORTRESS INVESTMENT GROUP LL CI A | $0 | $0 |
| 1000 FORD MOTOR COMPANY | $11,810 | $15,430 |
| 325 FORTINET INC. | $6,004 | $6,217 |
| 400 GILEAD SCIENCES | $8,762 | $30,040 |
| 50 GOLDMAN SACHS GROUP | $7,867 | $8,863 |
| 40 GOOGLE INC CL A | $24,310 | $44,828 |
| 1000 ISHR S&P FTSE CHINA | $39,290 | $38,370 |
| 500 NAT RESOURCES NAEQ | $16,910 | $21,695 |
| 200 ISHR LATIN AMERICA | $9,084 | $7,408 |
| 300 ISHARES MSCI EAFE | $15,954 | $20,129 |
| 200 ISHARES RUSL 2000 | $14,546 | $23,072 |
| 750 ISHR S&P U.S PFD STK | $28,804 | $27,623 |
| 250 ISHS HIGH DIV EQ-HDV | $12,872 | $17,562 |
| 200 JP MORGAN CHASE | $8,980 | $11,696 |
| 150 JUNIPER NETWORKS INC | $0 | $0 |
| 500 KILROY REALTY 6.875 | $12,450 | $10,965 |
| 2000 KIMCO REALTY CORP | $50,000 | $41,740 |
| 199 KRAFT FOODS GROUP | $7,977 | $10,728 |
| 500 MARKET VECTORS ETF TR GOLD MINER | $0 | $0 |
| 450 MRT VECT AGRI | $19,942 | $24,521 |
| 200 MONDELEZ INTL INC | $3,770 | $7,060 |
| 500 MYLAN | $9,790 | $21,700 |
| 250 PETRO SA PET P | $10,238 | $3,445 |
| 1000 NASDAQ 100 ETF | $45,710 | $87,960 |
| 200 ETF REGIONAL BANKS | $4,908 | $8,122 |
| 300 DIAMONDS TRUST | $31,254 | $49,641 |
| 300 MIDCAP SPDR | $42,437 | $73,260 |
| 100 SEMPRA ENERGY | $4,898 | $8,976 |
| 200 TESLA MOTORS INC | $6,598 | $30,086 |
| 100 THERMO ELECT CORP | $4,790 | $11,135 |
| 200 TOTAL S.A. | $11,656 | $12,254 |
| 1000 EMERG MKT EQ ETF | $39,490 | $41,140 |
| 100 VERIZON COMM | $2,727 | $4,914 |
| 25 WELLS FARGO CO | $29,200 | $27,750 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 250 ISHARES TR US TIPS BD FD | AT COST | $26,074 | $27,475 |
| 250 ISHARES MORTGAGE-BACKED INV.GR | AT COST | $0 | $0 |
| 350 ISHARES GLOBAL INTERM CR IDX | AT COST | $36,547 | $37,758 |
| 250 ISHARES 1-3 YR GLOBAL CREDIT | AT COST | $26,113 | $26,365 |
| 600 ETF HIGH YIELD BONDS | AT COST | $23,394 | $24,336 |
| 1,000 SPDR SER TR SHT TRM HGH YLD | AT COST | $30,310 | $30,850 |
| 1700 JPMORGAN CHASE & CO ALERIAN MLP ETN | AT COST | $56,165 | $78,795 |
| 50 SPDR GOLD TRUST GOLD | AT COST | $0 | $0 |
| 250 ISHARES 1-3 YR GLOBAL CREDIT | AT COST | $0 | $0 |
| 4570.384 SHS NEUBERGER BERMAN ALTRNTIVE | AT COST | $50,000 | $50,274 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $100 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $38 | $38 | $0 |
| BANK SERVICE CHARGES | $25 | $0 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $136 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $136 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $136 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATION FEES | CategoryTxt |
| Amt | $8,593 | Amt |
| Net Investment Income | $8,593 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $581 | $581 | $0 |
| FEDERAL EXCISE TAX - CY | $600 | $0 | $0 |
Comments