E L WIEGAND FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- E L WIEGAND FOUNDATION (EIN 94-2839372)
- Tax period
- 2021-11-01 to 2022-10-31
- Filed
- 2023-08-16
- IRS object ID
- 202302289349100115
- Schema version
- 2021v4.1
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-16T11:33:47-07:00 | ReturnTs |
| Tax Period End | 2022-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371420474 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fontanello Duffield & Otake LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 Montgomery Street Suite 1305 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942839372 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EL Wiegand Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELWI | BusinessNameControlTxt |
| Phone | 7753330310 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 West Liberty Street | AddressLine1Txt |
| City | Reno | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JoAnna Tote | PersonNm |
| Person Title | Sect'y/Treas | PersonTitleTxt |
| Signature | 2023-08-16 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JoAnna | PersonFirstNm |
| Person Last | Tote | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Erik Satow | PreparerPersonNm |
| PTIN | P01410341 | PTIN |
| Phone | 4159830200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $127,366,219 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $719,485 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $719,485 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,824,587 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,824,587 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $210,660 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $210,660 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$82,556 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,038,064 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,109,073 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,038,064 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $700,532 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $400,908 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,493,328 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,193,704 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,302,688 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $314,305 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $976,133 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $200,915 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $60,528 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $114,356 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $68,843 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $16,569 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $42,523 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,348 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $8,348 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $135,709 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $135,709 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $365,785 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $318,782 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $47,003 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $190,909 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $21,678 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $21,678 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,638 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $2,638 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $427,651 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $293,216 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $317,815 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,725,164 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,003,400 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,666,203 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,778,107 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,122,543 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,503,271 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,003,400 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,788,746 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,009,943 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,190,304 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $19,826,528 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,661,640 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,661,640 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $212,558 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $134,468 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $134,468 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations EOY | $1,106,541 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,106,541 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $52,700,703 | CorporateStockBOYAmt |
| Corporate Stock EOY | $46,693,873 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $46,693,873 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $84,041,710 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $53,573,773 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $53,573,773 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,819,901 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,618,766 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,209,258 | LandBOYAmt |
| Land EOY | $5,201,135 | LandEOYAmt |
| Other Assets BOY | $62,543 | OtherAssetsBOYAmt |
| Other Assets EOY | $195,924 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $195,924 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $162,053,300 | TotalAssetsBOYAmt |
| Total Assets EOY | $132,567,354 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $127,366,219 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $18,081 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $15,072 | AccountsPayableEOYAmt |
| Grants Payable BOY | $700,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,355,564 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $649,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $262,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,367,081 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,632,636 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $56,472,999 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $43,542,403 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $104,213,220 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $87,392,315 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $160,686,219 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $130,934,718 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $162,053,300 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $132,567,354 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $160,686,219 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,009,943 | ExcessRevenueOverExpensesAmt |
| Subtotal | $158,676,276 | SubtotalAmt |
| Other Decreases | $27,741,558 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $130,934,718 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Sale of Publicly Traded Securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2000-01-01 | AcquiredDt |
| Sold | 2022-10-31 | SoldDt |
| Gross Sales Price | $23,109,073 | GrossSalesPriceAmt |
| Cost Or Other Basis | $21,071,009 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,038,064 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,038,064 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,038,064 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $86,045 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $86,045 | SubtotalAmt |
| Tax Based On Investment Income | $86,045 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $103,989 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $103,989 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $17,944 | OverpaymentAmt |
| Applied To ES Tax | $17,944 | 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 |
| 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 | Yes (true) | 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 | Jo Anna Tote | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7753330310 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 West Liberty Street | AddressLine1Txt |
| City | Reno | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 895011915 | 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 | Yes (true) | 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 (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| Raymond C Avansino Jr Esq | |||||||
| 165 West Liberty Street | Reno | NV | 89501 | Chair/CEO/CIO | 40.00 | $390,000 | |
| Marisa Avansino | |||||||
| 165 West Liberty Street | Reno | NV | 89501 | Trustee | 6.00 | $91,667 | |
| Frank J Fahrenkopf Jr Esq | |||||||
| 165 West Liberty Street | Reno | NV | 89501 | Trustee | 3.00 | $50,000 | |
| Mario J Gabelli | |||||||
| 165 West Liberty Street | Reno | NV | 89501 | Trustee | 3.00 | $4,000 | |
| Kristen A Avansino | |||||||
| 165 West Liberty Street | Reno | NV | 89501 | Pres./Exec. Dir | 40.00 | $355,162 | $45,196 |
| Calgary A Avansino | |||||||
| 165 West Liberty Street | Reno | NV | 89501 | Trustee | 6.00 | $91,667 | |
| Michael Melarkey | |||||||
| 165 West Liberty Street | Reno | NV | 89501 | Trustee | 3.00 | $50,000 | |
| Robert Randick Jr | |||||||
| 165 West Liberty Street | Reno | NV | 89501 | Trustee | 3.00 | $50,000 | |
| JoAnna Tote | |||||||
| 165 West Liberty Street | Reno | NV | 89501 | Sect'y/Treas | 40.00 | $139,778 | $35,218 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| Luis Silva | |||||||
| 165 West Liberty Street | Reno | NV | 89501 | Maint. Facilitator | 32.00 | $45,671 | $18,025 |
| Laura Browning | |||||||
| 165 West Liberty Street | Reno | NV | 89501 | Exec Admin Asst | 40.00 | $56,902 | $18,633 |
| Durinda Johnson | |||||||
| 165 West Liberty Street | Reno | NV | 89501 | Accountant | 40.00 | $98,342 | $32,184 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GAMCO Investors Inc | |||||
| One Corporate Center | Rye | NY | 105801433 | Investment Advisors | $173,725 |
| James T Carrico | |||||
| 165 West Liberty Street | Reno | NV | 89501 | Accounting Services | $98,680 |
| Evergreen Gavekal | |||||
| 50 California Street Ste 3650 | San Francisco | CA | 94111 | Investment Advisors | $117,534 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | As COVID restrictions, including gatherings and travel, abated, the Foundation resumed direct charitable activities at the end of the current fiscal tax year. The Foundation provided Italian culinary experiences to Nevada charitable organizations to educate and develop strong relationships between leadership, staff and donors with respect to their charitable missions and fund raising. In the current fiscal tax year, two charitable organizations were selected: Sky Tavern Junior Ski Program, Inc of Reno, Nevada and The Nevada Policy Research Institute of Las Vegas, Nevada. | Description1Txt |
| Expenses1 | $239,546 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $112,941,157 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,647,599 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,907,407 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $142,496,163 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $142,496,163 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,137,442 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $140,358,721 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,017,936 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,017,936 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $86,045 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $86,045 | TotalTaxAmt |
| Distributable Before Adj | $6,931,891 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,931,891 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,931,891 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,788,746 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $67,843 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $7,856,589 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,931,891 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,602,964 | UndistributedIncomePYAmt |
| Qualifying Distributions | $7,856,589 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,602,964 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $253,625 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $6,678,266 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JoAnna Tote Secretary Treas | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 West Liberty Street Suite 200 | AddressLine1Txt |
| City | Reno | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7753330310 | RecipientPhoneNum |
| Form And Info And Materials | Prospective applicants should submit a Letter of Inquiry which briefly describes the organization and the proposed request, including a summary budget, timeline and impact statement. The Letter of Inquiry is reviewed by staff to determine if the proposal warrants further consideration by the Foundation. If, after staff consideration, it is determined that the proposal warrants further review, a numbered Application for Grant form is forwarded to the applicant. The applicant completes the application in accordance with instructions included in the informational booklet and returns it to the Foundation for a more detailed consideration. Applicants are notified of specific submission deadlines upon receipt of an Application for Grant form. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Inquiries are accepted throughout the year. | SubmissionDeadlinesTxt |
| Restrictions On Awards | The Foundation awards grants to qualified charitable organizations in the areas of arts and cultural affairs, civic and community affairs, education, health and medical research and public affairs. Except where initiated by the Foundation, grants are primarily reviewed within the western United States, including Nevada, Oregon, Idaho, Utah, Montana, Arizona and Washington. To foster the religious beliefs of E. L. Wiegand, a portion of the annual grants is made to Roman Catholic charitable institutions. Institutions are to be in existence a minimum of five years.Proposals for endowment, debt reduction, ordinary operations, general fund raising, emergency funding, multi-year funding, productions of documentaries, films or media presentations, direct or indirect loans, or for the benefit of specific individuals are excluded from consideration. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See Grant Statement | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | See Grant Statement | AddressLine1Txt |
| City | See Grant Statement | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | See Grant Statement | GrantOrContributionPurposeTxt |
| Amt | $6,122,543 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,122,543 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| University of Nevada Reno Fdn | |||||||
| 1664 N Virginia Street | Reno | NV | 89557 | N/A | PC | E. L. Wiegand Fitness Center | $1,312,375 |
| Hazelden Betty Ford Foundation | |||||||
| PO Box 11 | Center City | MN | 55012 | N/A | PC | Summer institute for medical students | $72,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,384,875 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $719,485 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,824,587 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$82,556 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,038,064 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Excise Tax Provision | $299,600 | ||||
| Other Partnership Income | 900099 | $24 | 14 | $400,908 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $24 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,900,488 | ExclusionAmt |
| Related Or Exempt Function Incm | $299,600 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,200,112 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11a | LineNumberTxt |
| Relationship Statement | Change in the excise tax provision per audit | RelationshipStatementTxt |
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 (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Audit Fees | $18,900 | $0 | $0 | $18,900 |
| Other Accounting Fees | $101,839 | $0 | $0 | $101,839 |
| Tax Preparation (2019 & 2020) | $14,970 | $0 | $0 | $14,970 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| Furniture and Fixtures | 2000-01-01 | $362,917 | $325,683 | SL | 7.0000 | $14,460 |
| Buildings | 2000-01-01 | $1,825,909 | $596,916 | SL | 31.5000 | $45,650 |
| Improvements | 2000-01-01 | $164,777 | $143,642 | SL | 31.5000 | $10,985 |
| Buildings | 2020-01-01 | $2,788,353 | $193,198 | SL | 31.5000 | $70,458 |
| Improvements | 2020-01-01 | $118,651 | $15,863 | SL | 31.5000 | $4,746 |
| Automobile | 2020-01-01 | $23,971 | $6,560 | SL | 5.0000 | $3,733 |
| Furniture and Fixtures | 2020-01-01 | $61,953 | $9,106 | SL | 7.0000 | $6,764 |
| Machinery and Equipment | 2020-01-01 | $90,814 | $33,261 | SL | 7.0000 | $14,805 |
| Automobile | 2022-01-01 | $67,843 | SL | 5.0000 | $13,569 | |
| Improvements | 2022-01-01 | $73,788 | SL | 31.5000 | $5,739 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | General Explanation Supplemental Information for Form 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | Supplemental StatementForm 990-PF, Part VII-B, Line 1a(3) & (4)Statement Regarding Activities for Which Form 4720 May Be RequiredAn investment management firm in which one of the trustees of the Foundation is a principal has been engaged by the Foundation to provide investment management services. The firm received $173,725 in fees for providing these services during the year ended October 31, 2022. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | See Investment Statement | StockNm |
| EOY Book Value | $46,693,873 | EOYBookValueAmt |
| EOYFMV | $46,693,873 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,106,541 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,106,541 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | See Investment Statement | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $53,573,773 | BookValueAmt |
| EOYFMV | $53,573,773 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| Auto./Transportation Equip. | $91,814 | $23,861 | $67,953 |
| Furniture and Fixtures | $504,968 | $360,410 | $144,558 |
| Machinery and Equipment | $190,046 | $147,297 | $42,749 |
| Buildings | $4,614,262 | $906,223 | $3,708,039 |
| Improvements | $357,216 | $180,975 | $176,241 |
| Land | $1,061,595 | $1,061,595 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $8,348 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,348 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Interest & Dividends Receivable | $62,543 | $77,211 | $77,211 |
| Pending Sale of Investmnets | $118,713 | $118,713 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Bank Fees | $2,229 | $2,229 | |
| Data Processing | $24,146 | $24,146 | |
| Direct Charitable Exp -Arte Italia | $56,499 | $239,546 | |
| Dues and Subscriptions | $1,911 | $1,911 | |
| Insurance | $12,344 | $12,344 | |
| Office Supplies | $12,811 | $12,811 | |
| Other Expenses | $7,083 | $7,153 | |
| Other Grantmaking Expenses | $14,701 | $14,701 | |
| Other Office Expenses | $1,344 | $1,344 | |
| Postage | $1,367 | $1,630 | |
| Rental Expenses | $293,216 | $293,216 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise Tax Provision | $299,600 | |
| Other Partnership Income | $400,932 | $400,908 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deferred Excise Tax Liability | Desc |
| BOY Book Value | $649,000 | BOYBookValueAmt |
| EOY Book Value | $262,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Executive Advisory Committee | $24,000 | $0 | $0 | $24,000 |
| Investment Advisors | $318,782 | $318,782 | $0 | $0 |
| Other Professional Fees | $23,003 | $0 | $0 | $23,003 |