CHARLES H STOUT FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES H STOUT FOUNDATION (EIN 94-2797249)
- Tax period
- 2025-07-01 to 2026-06-30
- Filed
- 2026-09-01
- IRS object ID
- 202612449349100316
- Schema version
- 2025v4.0
- 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
- Contractor Compensation Expln
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-01T12:45:14-04:00 | ReturnTs |
| Tax Period End | 2026-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320580509 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDMONSON BULLARD & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5426 LONGLEY LN STE A | AddressLine1Txt |
| City | RENO | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89511 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-07-01 | 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 | 7072393468 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5426 LONGLEY LN STE A | AddressLine1Txt |
| City | RENO | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89511 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHERINE GILWEIT CARTIGLIA | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 7072393468 | PhoneNum |
| Signature | 2026-08-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON G BULLARD | PreparerPersonNm |
| PTIN | P00761403 | PTIN |
| Phone | 7753238433 | PhoneNum |
| Preparation | 2026-08-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,433,056 | 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 | $214,576 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $214,576 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,088,262 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,831,628 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,088,262 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,302,838 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,302,838 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $7,224 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,612 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,612 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $129,906 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $129,906 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,518 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,518 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $149,648 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $146,036 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,612 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $612,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $612,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $762,148 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $146,036 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $616,112 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $540,690 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,156,802 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $811,633 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $711,734 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $711,734 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,081,042 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,006,628 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,914,850 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,149,696 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,864,699 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,806,472 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $9,042,371 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,583,061 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,433,056 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $9,042,371 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,583,061 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,042,371 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,583,061 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,042,371 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,583,061 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,042,371 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $540,690 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,583,061 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,583,061 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $3,831,628 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,743,366 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,088,262 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,088,262 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,088,262 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,080 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,080 | SubtotalAmt |
| Tax Based On Investment Income | $16,080 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $793 | EsPenaltyAmt |
| Tax Due | $16,873 | 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 | Yes (true) | 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 | JASON G BULLARD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7753238433 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5426 LONGLEY LN STE A | AddressLine1Txt |
| City | RENO | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89511 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Address Line2ForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD M STOUT | ||||||||||||||
| 5957 CRAB ORCHARD RD | HOUSTON | TX | 77057 | PRESIDENT | 2.00 | $0 | $0 | $0 | ||||||
| MARTHA STOUT GILWEIT | ||||||||||||||
| 2901 HIGH RANGE DR | LAS VEGAS | NV | 89134 | VICE-PRESIDE | 2.00 | $0 | $0 | $0 | ||||||
| KATHERINE GILWEIT CARTIGLIA | ||||||||||||||
| SECRETARY | 2.00 | $0 | $0 | $0 | 26 ALMEIDA STREET | LONDON | LONDON, ENGLAND | UK | N1 1TD | |||||
| CHRISTOPHER H STOUT | ||||||||||||||
| 42900 FIG ST | MURRIETA | CA | 92562 | TRUSTEE | 2.00 | $0 | $0 | $0 | ||||||
| SAMANTHA GILWEIT | ||||||||||||||
| 600 FREDERICK AVE | LAS VEGAS | NV | 89106 | TRUSTEE | 2.00 | $0 | $0 | $0 | ||||||
| ALEXA GILWEIT | ||||||||||||||
| 8560 W ANN ROAD | LAS VEGAS | NV | 89149 | TRUSTEE | 2.00 | $0 | $0 | $0 | ||||||
| CHARLES CARTIGLIA | ||||||||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | FLAT 13 WOLLATON HOUSE | LONDON | LONDON, ENGLAND | UK | N1 0EY | 7 BATCHELOR STREET | ||||
| LUCIA CARTIGLIA | ||||||||||||||
| TREASURER | 2.00 | $0 | $0 | $0 | FLAT 2 | LONDON | LONDON, ENGLAND | UK | N5 2SU | 121 RIVERSDALE ROAD | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HAUG DUDA GROUP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1255 TREAT BLVD SUITE 1000 | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94597 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTING | ServiceTypeTxt |
| Compensation | $129,906 | CompensationAmt |
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 | $14,083,560 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $752,715 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,836,275 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $14,836,275 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $222,544 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,613,731 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $730,687 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $730,687 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,080 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,080 | TotalTaxAmt |
| Distributable Before Adj | $714,607 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $714,607 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $714,607 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $616,112 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $616,112 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $714,607 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $611,070 | UndistributedIncomePYAmt |
| Qualifying Distributions | $616,112 | QualifyingDistributionsAmt |
| Applied To Year1 | $611,070 | AppliedToYear1Amt |
| Applied To Current Year | $5,042 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $709,565 | 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 | 50 WEST LIBERTY STREET SUITE 750 | AddressLine1Txt |
| City | RENO | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7758251510 | RecipientPhoneNum |
| Recipient Email Address | KCARTIGLIA@CHSTOUTFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | ALL APPLICATIONS SHOULD BE SUBMITTED THROUGH THE ORGANIZATION'S WEBSITE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JUNE 15TH PRIOR TO THE FISCAL YEAR FOR WHICH THE GRANT IS REQUESTED. | SubmissionDeadlinesTxt |
| Restrictions On Awards | REFER TO ONLINE GRANT APPLICATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DOMESTIC VIOLENCE RESOURCE CENTER | |||||||
| 1735 VASSAR ST | RENO | NV | 89502 | NONE | PC | SUPPORTIVE SERVICES | $11,000 |
| HOMES FOR OUR TROOPS | |||||||
| 6 MAIN ST | TAUNTON | MA | 02780 | NONE | PC | NEW HOME PROGRAM | $15,000 |
| PLANNED PARENTHOOD MAR MONTE | |||||||
| 1691 THE ALMEDA | SAN JOSE | CA | 95126 | NONE | PC | SUPPORTING REPRODUCTIVE HEALTH | $25,000 |
| TAHOE COMMUNITY SAILING FOUNDATION | |||||||
| 4200 PLATEAU RD | TAHOE CITY | CA | 96141 | NONE | PC | TAHOE COMMUNITY SAILING COUNCIL FOUN | $7,000 |
| THUNDERBIRD LODGE PRESERVAT SOCIETY | |||||||
| PO BOX 6812 | INCLINE VILLAGE | NV | 89450 | NONE | PC | INFRASTRUCTURE UPGRADES | $30,000 |
| UNIVERSITY OF NEVADA RENO | |||||||
| 1664 N VIRGINIA ST | RENO | NV | 89557 | NONE | PC | SPANISH NEWS FELLOWSHIP JOURNALISM | $10,000 |
| UNIVERSITY OF NEVADA RENO | |||||||
| 1664 N VIRGINIA ST | RENO | NV | 89557 | NONE | PC | NV MATH AND TECHNOLOGY PROGRAM | $10,000 |
| UNIVERSITY OF NEVADA RENO | |||||||
| 1664 N VIRGINIA ST | RENO | NV | 89557 | NONE | PC | SUPPORT MUSEUM OF NATURAL HISTORY | $15,000 |
| UNIVERSITY OF SF | |||||||
| 2130 FULTON STREET | SAN FRANCISCO | CA | 94117 | NONE | PC | 1ST GENERATION SCHOLARSHIPS | $75,000 |
| UNIVERSITY OF SF | |||||||
| 2130 FULTON STREET | SAN FRANCISCO | CA | 94117 | NONE | PC | BLACK RESOURCE CENTER SUPPORT | $5,000 |
| INT'L REFUGEE ASSISTANCE PROJECT | |||||||
| ONE BATTERY PARK PLAZA | NEW YORK | NY | 10004 | NONE | PC | ADVANCING REFUGEE RIGHTS IN THE US | $25,000 |
| LONE STAR FLIGHT MUSEUM | |||||||
| 1151 AEROSPACE AVE | HOUSTON | TX | 77304 | NONE | PC | STEM EDUCATION PROGRAM | $30,000 |
| TORCH OF FREEDOM FOUNDATION | |||||||
| PO BOX 586 | DIPPING SPRINGS | TX | 78620 | NONE | PC | PATRIOT ACADEMY | $10,000 |
| PLANNED PARENTHOOD OF GREATER NY | |||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | NONE | PC | CLINICAL SERVICES | $25,000 |
| THE BRIGID ALLIANCE | |||||||
| PO BOX 586 | NEW YORK | NY | 10024 | NONE | PC | GENERAL OPERATIONS | $35,000 |
| THE CUPCAKE GIRLS | |||||||
| 3110 S VALLEY VIEW BLVD | LAS VEGAS | NV | 89102 | NONE | PC | PREVENTION & DIRECT CARE FOR VICTIMS | $25,000 |
| NIGHTHAWK MARCHING BAND BOOSTERS | |||||||
| 42200 NIGHTHAWK WAY | MURRIETA | CA | 92562 | NONE | PC | BAND TRAVEL | $5,000 |
| SAFE PARKING LA | |||||||
| PO BOX 17157 | LOS ANGELES | CA | 90017 | NONE | PC | GENERAL OPERATING SUPPORT | $35,000 |
| NV PARALYZED VETERANS OF AMERICA | |||||||
| 704 S JONES BLVD | LAS VEGAS | NV | 89107 | NONE | PC | BASIC NEEDS PROGRAM | $35,000 |
| CALIFORNIA INLAND EMPIRE COUNCIL BS | |||||||
| 2351 W LUGONIA AVE STE | REDLANDS | CA | 92374 | NONE | PC | DELIVERING THE PROMISE | $8,000 |
| UC SAN DIEGO | |||||||
| 8622 KENNEL WAY | LA JOLLA | CA | 92037 | NONE | PC | SCRIPPS INSTITUTION GRAD FELLOWSHIPS | $20,000 |
| EXCEPTIONAL OPPORTUNITIES INC | |||||||
| PO BOX 40 | ALGONA | IA | 50511 | NONE | PC | EXCEPTIONAL DAY ON THE BAY | $2,500 |
| MVHS GIRLS LACROSSE BOOSTER CLUB | |||||||
| 42200 NIGHTHAWK WAY | MURRIETA | CA | 92562 | NONE | PC | LAX 2 THE MAX | $5,000 |
| ANTIQUE BOAT MUSEUM | |||||||
| 750 MAY STREET | CLAYTON | NY | 13624 | NONE | PC | NEW BOAT SHOP | $10,000 |
| SOUTHERN NEVADA PUBLIC TELEVISION | |||||||
| 3050 E FLAMINGO RD | LAS VEGAS | NV | 89121 | NONE | PC | READY2LEARN | $40,000 |
| THE BURN INSTITUTE | |||||||
| 2508 HISTORIC DECATUR RD | SAN DIEGO | CA | 92106 | NONE | PC | SUPPORT BURN SURVIVORS | $6,500 |
| EXCEPTIONAL OPPORTUNITIES INC | |||||||
| PO BOX 40 | ALGONA | IA | 50511 | NONE | PC | LIFE OPPORTUNITIES | $2,500 |
| MILVET | |||||||
| 33040 ANTELOPE RD STE 11 | MURIETTA | CA | 92563 | NONE | PC | MILITAY CARE PACKAGES | $5,000 |
| MICHELLE'S PLACE CANCER RESOURCE CE | |||||||
| 41669 WINCHESTER RD STE | TEMECULA | CA | 92590 | NONE | PC | PARTY IN THE PARK | $8,000 |
| NEVADA AREA COUNCIL BSA | |||||||
| 500 DOUBLE EAGLE CT | RENO | NV | 89521 | NONE | PC | SCOUT SAFETY | $2,000 |
| MYAGRO FARMS | |||||||
| 131 7TH AVENUE 160 | NEW YORK | NY | 10011 | NONE | PC | AGRICULTURE ECO OPPORTUNITIES | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $612,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $214,576 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,088,262 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,302,838 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,302,838 | 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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $7,224 | Amt |
| Net Investment Income | $3,612 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,612 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HAUG DUDA GROUP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | INVESTMENT ADVISORY FEES | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS - CORPORATE BONDS | BondNm |
| EOY Book Value | $1,864,699 | EOYBookValueAmt |
| EOYFMV | $1,806,472 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORPORATE STOCKS | StockNm |
| EOY Book Value | $7,006,628 | EOYBookValueAmt |
| EOYFMV | $13,914,850 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $129,906 | Amt |
| Net Investment Income | $129,906 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES ON DIVIDENDS | $4,194 | $4,194 |
| FEDERAL TAXES | $8,324 | $8,324 |
Comments