THE BRESLOW FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE BRESLOW FOUNDATION (EIN 20-1674497)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202611359349102516
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T10:53:23-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eide Bailly LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Nicollet Mall Ste 1300 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554027033 | 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 | 201674497 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Breslow Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRES | BusinessNameControlTxt |
| Phone | 7755276162 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10505 Thomas Creek Rd | AddressLine1Txt |
| City | Reno | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89511 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Eric Breslow | PersonNm |
| Person Title | President/Secretary | PersonTitleTxt |
| Phone | 7755276162 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Deb Nelson CPA | PreparerPersonNm |
| PTIN | P01264758 | PTIN |
| Phone | 6122536500 | PhoneNum |
| Preparation | 2026-05-02 | 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 | $188,061 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $7,783 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,783 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,353 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,348 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,353 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,136 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,136 | 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 |
| Accounting Fees Rev And Expnss | $4,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,200 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $89 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,848 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,843 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,137 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,043 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,137 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,043 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,001 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,127 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $93,924 | CashBOYAmt |
| Cash EOY | $4,972 | CashEOYAmt |
| Cash EOYFMV | $4,972 | CashEOYFMVAmt |
| Acct Rcvbl | $17 | AcctRcvblAmt |
| Acct Rcvbl BOY | $17 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $17 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $17 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $46,874 | CorporateStockBOYAmt |
| Corporate Stock EOY | $95,653 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $108,072 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $54,777 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $75,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $75,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $195,592 | TotalAssetsBOYAmt |
| Total Assets EOY | $175,642 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $188,061 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $51 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $51 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $195,592 | RetainedEarningBOYAmt |
| Retained Earning EOY | $175,591 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $195,592 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $175,591 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $195,592 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $175,642 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $195,592 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,001 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $175,591 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $175,591 | 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 | $24,348 | GrossSalesPriceAmt |
| Cost Or Other Basis | $20,995 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,353 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,353 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,353 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $155 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $155 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $155 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $155 | TaxDueAmt |
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 |
| Org Report Or Register State | NV | OrgReportOrRegisterStateCd |
| 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 | www.breslowfoundation.com | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eric Breslow | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7755276162 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10505 Thomas Creek Rd | AddressLine1Txt |
| City | Reno | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89511 | ZIPCd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Eric Breslow | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10505 Thomas Creek Rd | AddressLine1Txt |
| City | Reno | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89511 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President/Secretary | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 3.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $193,492 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,461 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $204,953 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $204,953 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,074 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $201,879 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,094 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,094 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $155 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $155 | TotalTaxAmt |
| Distributable Before Adj | $9,939 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,939 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,939 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,043 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $31,043 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,939 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $35,274 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $56,370 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $17,061 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,489 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $123,194 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,043 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,939 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,104 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $144,298 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $144,298 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $35,274 | ExcessFromYear4Amt |
| Excess From Year3 | $56,370 | ExcessFromYear3Amt |
| Excess From Year2 | $17,061 | ExcessFromYear2Amt |
| Excess From Year1 | $14,489 | ExcessFromYear1Amt |
| Excess From Current Year | $21,104 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Eric Breslow | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Big Brothers Big Sisters of Northern Nevada | ||||||
| 600 Mill St | Reno | NV | 89502 | PC | General support of programs to better children's lives. | $10,000 |
| Los Angeles Conservancy | ||||||
| 523 W 6TH St 826 | Los Angeles | CA | 90014 | PC | To provide education and advocacy to help recognize, preserve and revitalize the historic, architectural and cultural resources of the Los Angeles county. | $2,500 |
| Renown Foundation | ||||||
| 245 E Liberty St Ste 400 | Reno | NV | 89501 | PC | General Support | $11,000 |
| Washoe County Honorary Deputy Sheriff's Association | ||||||
| 911 Parr Blvd | Reno | NV | 89512 | PC | General Support | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,783 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,353 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,136 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,136 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $4,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (57 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $467 | $685 |
| ALTRIA GROUP INC | $1,681 | $1,730 |
| AMERICAN ELECTRIC POWER INC | $798 | $1,499 |
| AT & T INC | $1,728 | $1,615 |
| BROOKFIELD ASSET MANAGEMENT CL A LTD VTG SHS | $390 | $524 |
| CHEVRON CORPORATION | $822 | $1,372 |
| CITIGROUP INC NEW | $871 | $1,866 |
| CITIZENS FINANCIAL GROUP INC | $1,280 | $1,751 |
| COCA-COLA COMPANY | $832 | $1,397 |
| DOMINION ENERGY INC | $1,075 | $878 |
| DTE ENERGY CO | $805 | $1,032 |
| DUKE ENERGY CORP | $1,150 | $1,172 |
| ENTERGY CORP NEW | $1,214 | $1,849 |
| EVERSOURCE ENERGY | $520 | $673 |
| FIDELITY NATIONAL FINANCIAL INC NEW FNF GROUP | $631 | $819 |
| FIFTH THIRD BANCORP | $927 | $1,638 |
| FIRSTENERGY CORP | $838 | $1,030 |
| FORD MOTOR COMPANY | $637 | $722 |
| FRANKLIN RESOURCES INC | $722 | $597 |
| GENERAL MILLS INC | $642 | $465 |
| GENUINE PARTS CO | $659 | $615 |
| H & R BLOCK INC | $454 | $436 |
| HP INC | $454 | $334 |
| INTERNATIONAL BUSINESS MACHINES CORP | $891 | $2,073 |
| INTERNATIONAL PAPER CO | $1,271 | $1,182 |
| ISHARES ETF 1-3 YR TREASURY BOND | $2,850 | $2,899 |
| ISHARES SELECT ETF DIVIDEND | $3,240 | $3,529 |
| KIMBERLY-CLARK CORP | $408 | $303 |
| LAZARD INC | $389 | $486 |
| LOCKHEED MARTIN CORP | $464 | $967 |
| LYONDELLBASELL INDUSTRIES AF SCA CLASS A | $951 | $433 |
| MERCK & CO INC NEW | $306 | $526 |
| METLIFE INC | $694 | $1,184 |
| NISOURCE INC | $487 | $752 |
| NNN REIT INC | $894 | $793 |
| OMNICOM GROUP INC | $821 | $646 |
| PFIZER INCORPORATED | $743 | $623 |
| PHILIP MORRIS INTERNATIONAL INC | $955 | $1,604 |
| PRINCIPAL FINANCIAL GROUP | $747 | $882 |
| PROCTER & GAMBLE CO | $175 | $287 |
| PROLOGIS INC | $284 | $638 |
| PUBLIC SERVICE ENTERPRISE GROUP INC | $606 | $803 |
| REGIONS FINANCIAL CORP (NEW) | $624 | $1,084 |
| SEMPRA ENERGY | $680 | $883 |
| SONOCO PRODUCTS CO | $826 | $655 |
| STATE STREET SPDR ETF BLOOMBERG 1-3 MONTH T-BILL | $2,286 | $2,285 |
| UNUM GROUP | $447 | $775 |
| US BANCORP NEW | $1,222 | $1,334 |
| VALERO ENERGY CORP NEW (VALERO REFINING & MARKETING) | $471 | $488 |
| VANGUARD INTERMEDIATE TERM CORP BOND ETF | $17,317 | $18,425 |
| VANGUARD SHORT TERM ETF CORP BOND | $16,292 | $17,142 |
| VANGUARD SHORT-TERM ETF TREASURY INDEX | $15,078 | $15,270 |
| VERIZON COMMUNICATIONS | $1,246 | $1,018 |
| WEC ENERGY GROUP INC | $625 | $844 |
| WENDY'S CO | $423 | $167 |
| WHIRLPOOL CORP | $502 | $289 |
| WILLIAMS COMPANIES INC | $841 | $2,104 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GOLDMAN SACHS FINANCIAL SQUARE TREASURY OBLIGATIONS CL I | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $75,000 | BookValueAmt |
| EOYFMV | $75,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Telephone Fees | $1,793 | $0 | $1,793 |
| Bank Charges | $5 | $5 | $0 |
| Filing Fees | $50 | $0 | $50 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Taxes Paid | $4 | $4 | $0 |
| Excise Tax | $85 | $0 | $0 |