WHITT FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WHITT FAMILY FOUNDATION (EIN 26-2141980)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202641329349104439
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T15:48:54-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 880509206 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marrs Bergquist CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3615 South Town Center Drive Suite | AddressLine1Txt |
| City | Las Vegas | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89135 | 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 | 262141980 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WHITT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHIT | BusinessNameControlTxt |
| Phone | 7023263088 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 840 S RANCHO DRIVE STE 4-408 | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANE WALLACE | PersonNm |
| Person Title | SEC/CFO/DIR | PersonTitleTxt |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lori A Marrs | PreparerPersonNm |
| PTIN | P00099862 | PTIN |
| Phone | 7025792707 | PhoneNum |
| 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 | $11,825,105 | 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 | $300,064 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $300,064 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$45,544 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,960,541 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $4,282 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,193 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $258,802 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $302,257 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $56,134 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $56,134 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,643 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,822 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $98,722 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $98,722 | OtherProfFeesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $4,224 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,788 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,394 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,343 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,053 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $281 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $170,973 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $110,206 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $60,631 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $455,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $455,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $625,973 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $110,206 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $515,631 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$367,171 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $192,051 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,267 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,011 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,011 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,507 | PrepaidExpensesBOYAmt |
| Other Investments BOY | $8,318,980 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,955,260 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,817,094 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,332,754 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,963,271 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,825,105 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $358 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $358 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $8,332,754 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,962,913 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,332,754 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,962,913 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,332,754 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,963,271 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,332,754 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$367,171 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,965,583 | SubtotalAmt |
| Other Decreases | $2,670 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,962,913 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SHORT TERM COVERED | P | 2025-01-01 | 2025-12-31 | $786,048 | $822,914 | -$36,866 | -$36,866 |
| LONG TERM COVERED | P | 2020-01-01 | 2025-12-31 | $1,174,493 | $1,183,171 | -$8,678 | -$8,678 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$45,544 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$36,866 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,670 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,670 | SubtotalAmt |
| Tax Based On Investment Income | $2,670 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,312 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,312 | TotalPaymentsAndCreditsAmt |
| Tax Due | $358 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORI MARRS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7025792707 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3615 S TOWN CENTER DR STE 100 | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89135 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DAVID K WALLACE | ||||||
| 205 KEN PRATT BLVD STE 120 | LONGMONT | CO | 80501 | PRES/DIR | 25.00 | $56,134 |
| DIANE WALLACE | ||||||
| 840 SO RANCHO DR STE 4-408 | LAS VEGAS | NV | 89106 | SEC/CFO/DIR | 6.00 | $0 |
| LORI MARRS | ||||||
| 3615 S TOWN CENTER DR STE 100 | LAS VEGAS | NV | 89135 | Director | 1.00 | $0 |
| DANIEL WHITT | ||||||
| 294 DOE RUN CIRCLE | HENDERSON | NV | 89012 | Director | 1.00 | $0 |
| 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 | Morgan Stanley | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Newport Center Dr Ste 500 | AddressLine1Txt |
| City | Newport Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Advisor | ServiceTypeTxt |
| Compensation | $96,722 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE CHARITABLE ACTIVITY OF THE FOUNDATION IS TO MAKE CONTRIBUTIONS TO QUALIFIED PUBLIC CHARITIES WHICH PROVIDE RELIEF FOR POOR, DISTRESSED AND UNDERPRIVILEGED CHILDREN (INCLUDING CHRISTIAN ORGANIZATIONS) AND PROMOTE ANIMAL WELFARE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,145,340 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,336 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,154,676 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $11,154,676 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $167,320 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,987,356 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $549,368 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $549,368 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,670 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,670 | TotalTaxAmt |
| Distributable Before Adj | $546,698 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $546,698 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $546,698 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $515,631 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $515,631 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $546,698 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,624 | UndistributedIncomePYAmt |
| Qualifying Distributions | $515,631 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,624 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $512,007 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $34,691 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| INTERCAMBIO UNITING COMMUNITIES | |||||||
| 4735 WALNUT ST SUITE B | BOULDER | CO | 80301 | UNRELATED | NC | UNRESTRICTED CHARITABLE | $10,000 |
| RONALD MCDONALD HOUSE LAS VEGAS | |||||||
| 2323 POTOSI ST | LAS VEGAS | NV | 89146 | UNRELATED | NC | UNRESTRICTED CHARITABLE | $10,000 |
| MS SOCIETY co LEFT HAND FOUNDATION | |||||||
| 1265 BOSTON AVE | LONGMONT | CO | 80501 | UNRELATED | NC | UNRESTRICTED CHARITABLE | $5,000 |
| SPREAD THE WORD NEVADA | |||||||
| 1065 AMERICAN PACIFIC DR 160 | HENDERSON | NV | 89074 | UNRELATED | NC | UNRESTRICTED CHARITABLE | $10,000 |
| GIRLS ON THE RUN | |||||||
| 5955 S EDMOND ST STE 24 | LAS VEGAS | NV | 89118 | UNRELATED | NC | UNRESTRICTED CHARITABLE | $10,000 |
| IMPACT HUB ARMENIA | |||||||
| 2460 VASANTA WAY | LOS ANGELES | CA | 90068 | UNRELATED | NC | UNRESTRICTED CHARITABLE | $60,000 |
| THREE SQUARE FOOD BANK | |||||||
| 4190 N PECOS ROAD | NORTH LAS VEGAS | NV | 89115 | UNRELATED | NC | UNRESTRICTED CHARITABLE | $50,000 |
| COMMUNITY OUTREACH PATIENT EMPOWERM | |||||||
| 208 W COAL AVE | GALLUP | NM | 87301 | UNRELATED | NC | UNRESTRICTED CHARITABLE | $20,000 |
| DAYS FOR GIRLS | |||||||
| PO BOX 2622 | MT VERNON | WA | 98273 | UNRELATED | NC | UNRESTRICTED CHARITABLE | $25,000 |
| PARTNERS IN HEALTH | |||||||
| 800 BOYLSTON ST SUITE 1400 | BOSTON | MA | 02199 | UNRELATED | NC | UNRESTRICTED CHARITABLE | $25,000 |
| BEST FRIENDS ANIMAL SANCTUARY | |||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 84741 | UNRELATED | NC | UNRESTRICTED CHARITABLE | $5,000 |
| THE GENTLE BARN | |||||||
| 15825 SIERRA HWY | SANTA CLARITA | CA | 91390 | UNRELATED | NC | UNRESTRICTED CHARITABLE | $5,000 |
| FOOD BANK OF NORTHERN NV | |||||||
| 550 ITALY DR | SPARKS | NV | 89437 | UNRELATED | NC | UNRESTRICTED CHARITABLE | $25,000 |
| NV PARTNERSHIP FOR HOMELESS YOUTH | |||||||
| 4981 SHIRLEY ST | LAS VEGAS | NV | 89119 | UNRELATED | NC | UNRESTRICTED CHARITABLE | $10,000 |
| CORE | |||||||
| 701 S 9TH STREET | LAS VEGAS | NV | 89101 | UNRELATED | NC | UNRESTRICTED CHARITABLE | $25,000 |
| DISASTER PHILANTHROPY | |||||||
| ONE THOMAS CIRCLE NW STE 700 | WASHINGTON | DC | 20005 | UNRELATED | NC | UNRESTRICTED CHARITABLE | $25,000 |
| GIRLS INC OF ORANGE COUNTY | |||||||
| 1801 E EDINGER AVE SUITE 255-A | SANTA ANA | CA | 92705 | UNRELATED | NC | UNRESTRICTED CHARITABLE | $5,000 |
| HELEN WOODWARD ANIMAL CENTER | |||||||
| PO BOX 64 | RANCHO SANTA FE | CA | 92067 | UNRELATED | NC | UNRESTRICTED CHARITABLE | $5,000 |
| MSI UNITED STATES | |||||||
| PO BOX 35528 | WASHINGTON | DC | 20033 | UNRELATED | NC | UNRESTRICTED CHARITABLE | $5,000 |
| PAWS AND STRIPES | |||||||
| 617 TRUMAN STREET NE | ALBUQUERQUE | NM | 87110 | UNRELATED | NC | UNRESTRICTED CHARITABLE | $5,000 |
| SACRED HEART MEDICAL CENTER | |||||||
| PO BOX 10905 | EUGENE | OR | 97440 | UNRELATED | NC | UNRESTRICTED CHARITABLE | $25,000 |
| THE LULLABY CONNECTION | |||||||
| PO BOX 50210 | LAS VEGAS | NV | 89016 | UNRELATED | NC | UNRESTRICTED CHARITABLE | $5,000 |
| COLORADO I HAVE A DREAM FOUNDATION | |||||||
| 1836 GRANT STREET | DENVER | CO | 80203 | UNRELATED | NC | UNRESTRICTED CHARITABLE | $10,000 |
| CHAMPIONS FOR CHILDREN | |||||||
| 55 MILLER STREET | ENOLA | PA | 17025 | UNRELATED | NC | UNRESTRICTED CHARITABLE | $15,000 |
| OUR CENTER | |||||||
| 220 COLLYER STREET | LONGMONT | CO | 80501 | UNRELATED | NC | UNRESTRICTED CHARTIABLE | $15,000 |
| COMMUNITIES IN SCHOOLS OF NEVADA | |||||||
| 2080 E FLAMINGO ROAD | LAS VEGAS | NV | 89119 | UNRELATED | NC | UNRESTRICTED CHARITABLE | $5,000 |
| LIFE TRANSITION MEDITATION CENTER | |||||||
| PO BOX 9286 | SANTA FE | NM | 87504 | UNRELATED | NC | UNRESTRICTED CHARITABLE | $5,000 |
| ORANGE COUNTY ANIMAL ALLIES | |||||||
| PO BOX 6507 | HUNTINGTON BEACH | CA | 92646 | UNRELATED | NC | UNRESTRICTED CHARITABLE | $5,000 |
| GREEN CHIMNEYS | |||||||
| 400 DOANSBURG RD | BREWSTER | NY | 10509 | UNRELATED | NC | UNRESTRICTED CHARITABLE | $5,000 |
| PET PARTNERS | |||||||
| 345 118TH AVE SE 100 | BELLEVUE | WA | 98005 | UNRELATED | NC | UNRESTRICTED CHARITABLE | $5,000 |
| SHELDRICK WILDLIFE TRUST | |||||||
| 25283 CABOT ROAD SUITE 101 | LAGUNA HILLS | CA | 92653 | UNRELATED | NC | UNRESTRICTED CHARITABLE | $5,000 |
| HENRYS PLACE | |||||||
| PO BOX 36657 | LAS VEGAS | NV | 89133 | UNRELATED | NC | UNRESTRICTED CHARITABLE | $10,000 |
| FEEDING TAMPA BAY | |||||||
| 3624 CAUSEWAY BLVD | TAMPA | FL | 33619 | UNRELATED | NC | UNRESTRICTED CHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $455,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $300,064 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,089 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$45,544 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CAPITAL GAIN DISTRIBUTION | 1 | $140 |
| NON DIVIDEND DISTRIBUTION | 1 | $2,053 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $304,346 | ExclusionAmt |
| Related Or Exempt Function Incm | -$45,544 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $258,802 | 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 | MARRS BERGQUIST CPAS | CategoryTxt |
| Amt | $8,550 | Amt |
| Net Investment Income | $5,643 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,822 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX | Desc |
| Amt | $2,670 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $65 | $43 | $21 |
| FOREIGN TAX PAID ON INVESTMENT INCOME | $2,490 | $2,490 | |
| INSURANCE | $788 | $520 | $260 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CAPITAL GAIN DISTRIBUTION | $140 | $140 |
| NON DIVIDEND DISTRIBUTION | $2,053 | $2,053 |
| Other Investment Income | $2,089 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $98,722 | Amt |
| Net Investment Income | $98,722 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |