LYNNE RUFFIN-SMITH CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LYNNE RUFFIN-SMITH CHARITABLE FOUNDATION (EIN 45-0521059)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202611349349105606
- Schema version
- 2025v4.1
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T19:01:06-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FINANCIAL PLZ STE 2300 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 450521059 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYNNE RUFFIN-SMITH CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LYNN | BusinessNameControlTxt |
| Phone | 3025735812 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 RIGHTER PARKWAY SUITE 300A | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19803 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIRST STATE TRUST | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3025735812 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYLE J MOHLER | PreparerPersonNm |
| PTIN | P01340349 | PTIN |
| Phone | 6892065200 | PhoneNum |
| Preparation | 2026-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,721,905 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $313,210 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $313,210 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $426,337 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,191,353 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $426,337 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $15 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $739,562 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $739,562 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $29,108 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $29,108 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,037 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,037 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $152,721 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $152,721 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,006 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,287 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $41,195 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,787 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $39,308 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $235,067 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $162,795 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $70,453 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $890,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $890,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,125,067 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $162,795 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $960,453 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$385,505 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $576,767 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,489 | CashBOYAmt |
| Cash EOY | $8,633 | CashEOYAmt |
| Cash EOYFMV | $8,633 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $196,085 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $146,928 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $146,928 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $9,823,043 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,716,396 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,566,344 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,038,617 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,871,957 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,721,905 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,038,617 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,871,957 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,038,617 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,871,957 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,038,617 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,871,957 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,038,617 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$385,505 | ExcessRevenueOverExpensesAmt |
| Other Increases | $218,889 | OtherIncreasesAmt |
| Subtotal | $9,872,001 | SubtotalAmt |
| Other Decreases | $44 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,871,957 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1. 1099 RECON ADJUSTMENT | 2025-01-01 | 2025-12-31 | $25,778 | $26,045 | -$267 | -$267 | |
| 1. 1099 RECON ADJUSTMENT | 2025-01-01 | 2025-12-31 | $2,773,114 | $2,754,253 | $18,861 | $18,861 | |
| 1. 1099 RECON ADJUSTMENT | 2025-01-01 | 2025-12-31 | $1 | $14,384 | -$14,383 | -$14,383 | |
| 1. 1099 RECON ADJUSTMENT | 2024-01-01 | 2025-12-31 | $3,382,119 | $2,972,001 | $410,118 | $410,118 | |
| 1. 1099 RECON ADJUSTMENT | 2024-01-01 | 2025-12-31 | $1 | $10,897 | -$10,896 | -$10,896 | |
| CAPITAL GAIN DIVIDENDS | $10,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,342 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $426,337 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,017 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,017 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,017 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,140 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,140 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $877 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST STATE TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3025735812 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 RIGHTER PARKWAY STE 300A | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19803 | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| FIRST STATE TRUST COMPANY | ||||||
| 2 RIGHTER PARKWAY STE 300A | WILMINGTON | DE | 19803 | DIRECTOR | 2 | $0 |
| DAVID STRAUS | ||||||
| 2 RIGHTER PARKWAY STE 300A | WILMINGTON | DE | 19803 | MANAGING DIRECTOR | 2 | $0 |
| BARBARA DANBERG | ||||||
| 2 RIGHTER PARKWAY STE 300A | WILMINGTON | DE | 19803 | PRES. , SECR. AND TREASURER | 2 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY CAPITAL MANAGEMENT LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 NEW YORK PLAZA 40TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ADVISOR FEES | ServiceTypeTxt |
| Compensation | $152,721 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| 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 | $11,578,317 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $168,087 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,746,404 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,746,404 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $176,196 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,570,208 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $578,510 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $578,510 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,017 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,017 | TotalTaxAmt |
| Distributable Before Adj | $570,493 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $570,493 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $570,493 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $960,453 | 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 | $960,453 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $570,493 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $145,629 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $103,737 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $125,992 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $27,670 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $258,349 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $661,377 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $960,453 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $570,493 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $389,960 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,051,337 | 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 | $145,629 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $905,708 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $103,737 | ExcessFromYear4Amt |
| Excess From Year3 | $125,992 | ExcessFromYear3Amt |
| Excess From Year2 | $27,670 | ExcessFromYear2Amt |
| Excess From Year1 | $258,349 | ExcessFromYear1Amt |
| Excess From Current Year | $389,960 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHANA PINTER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 RIGHTER PARKWAY STE 300A | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3025735812 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION MUST INCLUDE AN IRS 501C3 DETERMINATION LETTER OR COMPLY WITH EXPENDITURE RESPONSIBILITY REQUIREMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| THE SHADE TREE INCORPORATED | ||||||||
| Tiffany Qualls Director | 1 W OWENS AVENUE | North Las Vegas | NV | 89030 | NONE | PC | UNRESTRICTED GIFT | $45,000 |
| CATHOLIC CHARITIES OF SOUTHERN NEVADA | ||||||||
| c/o Sara Meyer VP of Development | 1501 LAS VEGAS BLVD NORTH | Las Vegas | NV | 89101 | NONE | PC | UNRESTRICTED GIFT | $90,000 |
| DAV Charitable Service Trust | ||||||||
| 860 DOLWICK DRIVE | Erlanger | KY | 41018 | NONE | PC | UNRESTRICTED GIFT | $45,000 | |
| The Lou Ruvo Brain Institute | ||||||||
| Larry Ruvo Chairman | 888 W BONNEVILLE AVE | Las Vegas | NV | 89106 | NONE | PC | UNRESTRICTED GIFT | $360,000 |
| MAKE-A-WISH FOUNDATION OF SOUTHERN NEVAD | ||||||||
| 9950 COVINGTON CROSS DRIVE | Las Vegas | NV | 89144 | NONE | PC | UNRESTRICTED GIFT | $45,000 | |
| St Rose Dominican Health Foundation | ||||||||
| 3001 ST ROSE PARKWAY | Henderson | NV | 89052 | NONE | PC | UNRESTRICTED GIFT | $65,000 | |
| Wichita Art Museum | ||||||||
| Kourtney Carson Director of Development | 1400 WEST MUSEUM BLVD | Wichita | KS | 67203 | NONE | PC | UNRESTRICTED GIFT | $60,000 |
| Girl Scouts of Southern Nevada | ||||||||
| c/o Liz OrtenburgerCEO | 2941 HARRIS AVE | Las Vegas | NV | 89101 | NONE | PC | UNRESTRICTED GIFT | $10,000 |
| VEGAS PBS | ||||||||
| Kathleen Frantz Major Gifts | 3050 E FLAMNGO RD | Las Vegas | NV | 89121 | NONE | PC | UNRESTRICTED GIFT | $20,000 |
| Southern Nevada Law Enforcement Memorial | ||||||||
| Attn Lisa Waller President | 2117 ALTA DR | Las Vegas | NV | 89106 | NONE | PC | UNRESTRICTED GIFT | $25,000 |
| NATHAN ADELSON HOSPICE FOUNDATION | ||||||||
| Stephanie Forbes Mngr | 4141 UNIVERSITY CETER DR | Las Vegas | NV | 89119 | NONE | PC | UNRESTRICTED GIFT | $20,000 |
| Olympia Companies Southern Highlands Cha | ||||||||
| ritable Foundation | 11411 SOUTHERN HIGHLANDS PKWYSTE 3 | Las Vegas | NV | 89141 | NONE | PC | UNRESTRICTED GIFT | $20,000 |
| Keck Medicine of USC | ||||||||
| Attn Kadee McCorkle | 1150 SOUTH OLIVE STREET 25TH FL | Los Angeles | CA | 90015 | NONE | PC | UNRESTRICTED GIFT | $30,000 |
| Core Academy | ||||||||
| AttnJeff Jones Executive Director | 701 S9TH STREET | Las Vegas | NV | 89101 | NONE | PC | UNRESTRICTED GIFT | $20,000 |
| Bishop Gorman High School | ||||||||
| Ms Bridget Michlik Dir of Advancement | 959 S HUALAPAI WAY | Las Vegas | NV | 89148 | NONE | PC | UNRESTRICTED GIFT | $10,000 |
| Music Theater Wichita | ||||||||
| Carter Tholl Development Manager | 225 W DOUGLAS SUITE 202 | Wichita | KS | 67202 | NONE | PC | UNRESTRICTED GIFT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $890,000 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $313,210 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $426,337 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECTION 897 CAPITA | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $15 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $739,562 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $739,562 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $2,037 | Amt |
| Disbursements Charitable Prps | $2,037 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED STATEMENT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $9,716,396 | BookValueAmt |
| EOYFMV | $11,566,344 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $29,108 | LegalFeesAmt |
| Disbursements Charitable Prps | $29,108 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OID ADJUSTMENT | Desc |
| Amt | $44 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER ALLOCABLE EXPENSE-PRINCI | $21,934 | $0 | $21,934 |
| OTHER ALLOCABLE EXPENSE-INCOME | $17,374 | $0 | $17,374 |
| OTHER EXPENSE (NON-DEDUCTIBLE | $100 | $0 | $0 |
| OTHER EXPENSE (NON-DEDUCTIBLE | $1,787 | $1,787 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECTION 897 CAPITAL GAIN | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (6 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURN OF CAPITAL | $6,065 |
| MUTUAL FUND TIMING DIFFERENCE | $2,365 |
| PURCHASE ACCRUED INTEREST | $874 |
| WASH SALE ADJUSTMENT | $28,923 |
| COST BASIS ADJ. BASED ON 1099B | $173,377 |
| ADJUSTMENT FOR IBERDROLA RIGHTS | $7,285 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $152,721 | Amt |
| Net Investment Income | $152,721 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $4,500 | $4,500 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,719 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $2,459 | $2,459 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $1,328 | $1,328 | $0 |
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