THE MEL & RUTH WOLZINGER FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE MEL & RUTH WOLZINGER FOUNDATION (EIN 88-0468356)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-10
- IRS object ID
- 202233149349103148
- Schema version
- 2021v4.2
- 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
- Applied To Prior Year Election
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-10T19:50:20-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201625307 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gerety & Associates CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6823 S Eastern Ave Suite 101 | AddressLine1Txt |
| City | Las Vegas | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 880468356 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Mel & Ruth Wolzinger Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MEL& | BusinessNameControlTxt |
| Phone | 7022482144 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7500 W Lake Mead Blvd 9636 | AddressLine1Txt |
| City | Las Vegas | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89128 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Constance Wolzinger | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7022482144 | PhoneNum |
| Signature | 2022-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Constance | PersonFirstNm |
| Person Last | Wolzinger | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Daniel T Gerety CPA | PreparerPersonNm |
| PTIN | P00295017 | PTIN |
| Phone | 7029332213 | PhoneNum |
| Preparation | 2022-11-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,172,478 | 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 | $348,028 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $348,028 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,242,562 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,183,853 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,242,562 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,590,590 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,590,590 | 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 |
| Legal Fees Rev And Expnss | $47,498 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $42,748 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,750 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,305 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,975 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,330 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,477 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $18,133 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $9,067 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $9,066 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,613 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,578 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,035 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $106,026 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $83,368 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,181 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $995,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $995,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,101,026 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $83,368 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,012,181 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $489,564 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,507,222 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $668,088 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $273,131 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $273,131 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $6,901,347 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,793,208 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,896,625 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,230 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,722 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,722 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,571,665 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,069,061 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,172,478 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $14,369 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $22,201 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $14,369 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,201 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $142,169 | CapitalStockBOYAmt |
| Capital Stock EOY | $142,169 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,415,127 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,904,691 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,557,296 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,046,860 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,571,665 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,069,061 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,557,296 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $489,564 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,046,860 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,046,860 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| Publicly Traded Securities - WF 9141 (ST) | $36,356 | $33,123 | $3,233 | $3,233 | |
| Publicly Traded Securities - WF 9141 (LT) | $1,171,893 | $801,354 | $370,539 | $370,539 | |
| Publicly Traded Securities - WF 9771 (ST) | $97,367 | $101,204 | -$3,837 | -$3,837 | |
| Publicly Traded Securities - WF 9771 (LT) | $6,900,667 | $6,066,610 | $834,057 | $834,057 | |
| Publicly Traded Securities - WF 6158 (ST) | $900,004 | $900,018 | -$14 | -$14 | |
| Publicly Traded Securities - WF 9771 (LT) - Ordinary Gains | $38,982 | -$38,982 | -$38,982 | ||
| Capital Gains Dividends | $77,566 | $77,566 | $77,566 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,242,562 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,950 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,950 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,950 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,286 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $31,286 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,336 | OverpaymentAmt |
| Applied To ES Tax | $10,336 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gerety & Associates CPAs | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7029332213 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6823 S Eastern Ave Ste 101 | AddressLine1Txt |
| City | Las Vegas | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 891194684 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Constance D Wolzinger | ||||||||
| 2600 Golden Sands Drive | Las Vegas | NV | 89128 | President | 5.00 | $0 | $0 | $0 |
| Jean Anne Johnson | ||||||||
| 3101 Conners Drive | Las Vegas | NV | 89107 | Vice President | 5.00 | $0 | $0 | $0 |
| Donald Johnson | ||||||||
| 790 Fairway Drive | Boulder City | NV | 89005 | Treasurer | 10.00 | $0 | $0 | $0 |
| Tracy Johnson | ||||||||
| 3100 Skipworth Drive | Las Vegas | NV | 89107 | Secretary | 1.00 | $0 | $0 | $0 |
| 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 | $7,940,517 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $772,460 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,712,977 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,712,977 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $130,695 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,582,282 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $429,114 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $429,114 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,950 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,950 | TotalTaxAmt |
| Distributable Before Adj | $408,164 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $408,164 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $408,164 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,012,181 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,012,181 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $408,164 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $356,303 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,012,181 | QualifyingDistributionsAmt |
| Applied To Year1 | $356,303 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $408,164 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $247,714 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $247,714 | 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 | $247,714 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $247,714 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Adams Place | |||||||
| 2820 West Charleston Blvd Ste 40 | Las Vegas | NV | 89102 | None | Public Charity | General Support | $1,000 |
| American Foundation for Suicide Prevention | |||||||
| 199 Water St 11th Floor | New York | NY | 10038 | None | Public Charity | General Support | $1,000 |
| Boys and Girls Club of Southern Nevada | |||||||
| 2850 Lindell Road | Las Vegas | NV | 89146 | None | Public Charity | General Support | $3,000 |
| Cleveland Clinic | |||||||
| 888 West Bonneville Ave | Las Vegas | NV | 89106 | None | Public Charity | General Support | $15,000 |
| FEAT of Southern Nevada | |||||||
| 7061 W Arby Ave Ste 170 | Las Vegas | NV | 89113 | None | Public Charity | General Support | $5,000 |
| Las Vegas Rescue Mission | |||||||
| 480 W Bonanza Rd | Las Vegas | NV | 89106 | None | Public Charity | General Support | $500 |
| Noah's Animal House | |||||||
| 7 W Owens Ave | North Las Vegas | NV | 89030 | None | Public Charity | General Support | $1,000 |
| Ronald McDonald House | |||||||
| One Kroc Dr | Oak Brook | IL | 60523 | None | Public Charity | General Support | $1,000 |
| Safe Nest | |||||||
| 3900 Meadows Ln | Las Vegas | NV | 89107 | None | Public Charity | General Support | $5,000 |
| Salvation Army | |||||||
| 2900 Palomino Lane | Las Vegas | NV | 89107 | None | Public Charity | Programs Only | $500 |
| Share Village | |||||||
| 1150 Las Vegas Blvd So | Las Vegas | NV | 89104 | None | Public Charity | General Support | $5,000 |
| Sleep in Heavenly Peace | |||||||
| PO Box 116 | Kimberly | ID | 83341 | None | Public Charity | General Support | $5,000 |
| Spread the Word | |||||||
| 1065 American Pacific Dr 160 | Henderson | NV | 89074 | None | Public Charity | General Support | $1,500 |
| Teach For America | |||||||
| 701 E Bridger Ave 750 | Las Vegas | NV | 89101 | None | Public Charity | General Support | $1,500 |
| Temple Beth Sholom | |||||||
| 10700 Havenwood Lane | Las Vegas | NV | 89135 | None | Public Charity | General Support | $15,000 |
| The Animal Foundation | |||||||
| 655 N Mohave Rd | Las Vegas | NV | 89101 | None | Public Charity | General Support | $5,000 |
| The Shade Tree | |||||||
| 1 West Owens Ave | North Las Vegas | NV | 89030 | None | Public Charity | Programs Only | $1,000 |
| UNLV Foundation | |||||||
| 4505 Marlyland Parkway | Las Vegas | NV | 89119 | None | Public Charity | $900,000 Wolzinger Family Foundation Little Rebel Fund - Term Endowment$8,000 Emergency Suppliement$10,000 Re-entry Scholarship$5,000 Project F.O.C.U.S.$5,000 H.O.P.E. Scholarship | $928,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $995,000 | 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 | $348,028 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,242,562 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,590,590 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,590,590 | 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 | $13,305 | Amt |
| Net Investment Income | $11,975 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,330 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | The manager of The Mel & Ruth Wolzinger Foundation elects under IRC Regulation 53.4942(a)-3 to treat undistributed income of the current taxable year as made from the undistributed income of the prior taxable year. | ElectionDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Investments - 9771 | AT COST | $6,563,747 | $6,649,115 |
| Investments - 9141 | AT COST | $1,229,461 | $1,247,510 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $47,498 | LegalFeesAmt |
| Net Investment Income | $42,748 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,750 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | A/R - Interest in Transit | Desc |
| BOY Book Value | $2,230 | BOYBookValueAmt |
| EOY Book Value | $2,722 | EOYBookValueAmt |
| EOYFMV | $2,722 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Expense | $17,543 | $17,543 | $0 |
| Office Expenses | $4,070 | $2,035 | $2,035 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due to Survivor's Trust | Desc |
| BOY Book Value | $14,369 | BOYBookValueAmt |
| EOY Book Value | $22,201 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Taxes | $477 | $0 | $0 |
| Federal Taxes | $5,000 | $0 | $0 |