LISA WENDEL MEMORIAL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LISA WENDEL MEMORIAL FOUNDATION (EIN 13-3217479)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-10
- IRS object ID
- 202501919349100415
- Schema version
- 2024v5.1
- 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
- Schedule B
- Depreciation Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-10T12:22:31-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORFMAN MIZRACH & THALER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 ROUTE ONE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133217479 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA WENDEL MEMORIAL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O DORFMAN MIZRACH & THALER LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GERALD WENDEL | InCareOfNm |
| Business Name Control | LISA | BusinessNameControlTxt |
| Phone | 7324041860 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 ROUTE ONE SOUTH SUITE 300 | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERALD WENDEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7025051408 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01350299 | PTIN |
| Phone | 7324041860 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $4,672,778 | 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 | $2,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $113,588 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $113,588 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $113,588 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $136,142 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $818,766 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $136,143 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,249,730 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $249,731 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $113,588 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $900 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $250 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $250 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $250 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $78,747 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $78,747 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $78,747 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $79,897 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $79,897 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $79,897 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,209,569 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,209,569 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,289,466 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $79,897 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $79,897 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,209,569 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $960,264 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $169,834 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $33,691 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $162,406 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $456,277 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $456,277 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,243,359 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $991,873 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $999,794 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $809,264 | CorporateStockBOYAmt |
| Corporate Stock EOY | $490,412 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $655,658 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,244,987 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,542,975 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,529,689 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $16,038 | OtherAssetsBOYAmt |
| Other Assets EOY | $24,415 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $31,360 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,476,054 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,505,952 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,672,778 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,476,054 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,505,952 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,476,054 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,505,952 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,476,054 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,505,952 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,476,054 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $960,264 | ExcessRevenueOverExpensesAmt |
| Other Increases | $69,634 | OtherIncreasesAmt |
| Subtotal | $4,505,952 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,505,952 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| MERRILL #2011 | 2024-12-31 | $184,467 | $184,655 | $992 | -$188 | |
| MERRILL #2011 | 2024-12-31 | $534,054 | $399,148 | $134,906 | $134,906 | |
| MERRILL #4020 | 2024-12-31 | $100,000 | $100,000 | |||
| CAPITAL GAIN DIVIDENDS | $273 | P | ||||
| CAPITAL GAIN DIVIDENDS | $273 | P | ||||
| CAPITAL GAIN DIVIDENDS | $273 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $136,143 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,361 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,361 | SubtotalAmt |
| Tax Based On Investment Income | $2,361 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,406 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $11,406 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,045 | OverpaymentAmt |
| Applied To ES Tax | $9,045 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERALD WENDEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7027353911 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9960 W CHEYENNE AVE 190 | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| GERALD WENDEL | ||||||||
| 2877 PARADISE ROAD PH 1902 | LAS VEGAS | NV | 89109 | TRUSTEE | 0 | $0 | $0 | $0 |
| DAVID DORFMAN | ||||||||
| 11387 APRICOT VALLEY DRIVE | BOYNTON BEACH | FL | 33473 | SUCCESSOR TRUSTEE | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,150,441 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $250,138 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,400,579 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,400,579 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $51,009 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,349,570 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $167,479 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $167,479 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,361 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,361 | TotalTaxAmt |
| Distributable Before Adj | $165,118 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $165,118 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $165,118 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,209,569 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,209,569 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $165,118 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $426,378 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $373,062 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $614,980 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $693,474 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,097,047 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,204,941 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,209,569 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $165,118 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,044,451 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,249,392 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $426,378 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,823,014 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $373,062 | ExcessFromYear4Amt |
| Excess From Year3 | $614,980 | ExcessFromYear3Amt |
| Excess From Year2 | $693,474 | ExcessFromYear2Amt |
| Excess From Year1 | $1,097,047 | ExcessFromYear1Amt |
| Excess From Current Year | $1,044,451 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| EYE CARE 4 KIDS | |||||||
| 6911 S STATE ST | MIDVALE | UT | 84047 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 |
| WOODLAND STRIDES | |||||||
| 18115 CO RD 96B | WOODLAND | CA | 95695 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 |
| HAITI CHILDREN | |||||||
| 1101 VILLAGE ROAD SUITE ll4D | CARBONDALE | CO | 81623 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 |
| THE SMITH CENTER | |||||||
| 361 SYMPHONY PARK AVENUE | LAS VEGAS | NV | 89106 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 |
| CLEVELAND CLINIC FOUNDATION | |||||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44195 | NONE | PC | GENERAL CHARITABLE PURPOSES | $600,065 |
| EISENHOWER HEALTH FOUNDATION | |||||||
| 39000 BOB HOPE DR | RANCHO MIRAGE | CA | 92270 | NONE | PC | GENERAL CHARITABLE PURPOSE | $350,000 |
| MCCALLUM THEATER | |||||||
| 7300 FRED WARNING DR | PALM DESERT | CA | 92211 | NONE | PC | GENERAL CHARITABLE PUPOSE | $16,776 |
| LAUREN ELIZABETH FOUNDATION | |||||||
| 3450 HUALAPAI WAY | LAS VEGAS | NV | 89117 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| CARE USA | |||||||
| 151 ELLIS ST | ATLANTA | GA | 30303 | NONE | PC | GENERAL PURPOSE | $150 |
| AMERICAN RED CROSS | |||||||
| 257 CORNELISON AVE | JERSEY CITY | NJ | 07302 | NONE | PC | GENERAL PURPOSE | $250 |
| COLLEGE OF THE DESERT | |||||||
| 43500 MONTEREY AVE | PALM DESERT | CA | 92260 | NONE | PC | GENERAL PURPOSE | $71,079 |
| HABITAT FOR HUMANITY | |||||||
| 322 W LAMAR | AMERICA | GA | 31709 | NONE | PC | GENERAL PURPOSE | $2,500 |
| INDIO YOUTH SPORTS | |||||||
| 81244 RED BLUFF | INDIO | CA | 92201 | NONE | PC | GENERAL PURPOSE | $16,000 |
| KLINE VETERANS FUND | |||||||
| 1930 VILLAGE CENTER | LAS VEGAS | NV | 89134 | NONE | PC | GENERAL PURPOSE | $12,667 |
| JEWISH FAMILY SERVICE | |||||||
| 330 N FAIRFAX AVE | LOS ANGELES | CA | 90036 | NONE | PC | GENERAL PURPOSE | $1,300 |
| TAHOE SPEECH THERAPY | |||||||
| 800 SOUTHWOOD BLVD | INCLINE VILLAGE | NV | 89451 | NONE | PC | GENERAL PURPOSE | $5,280 |
| PHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINE | |||||||
| 5100 WISCONSIN AVE | WASHINGTON | DC | 20016 | NONE | PC | GENERAL PURPOSE | $2,500 |
| ST JUDE | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | GENERAL PURPOSE | $450 | |
| THREE SQUARE | |||||||
| 4190 PECOS | LAS VEGAS | NV | 89115 | NONE | PC | GENERAL PURPOSE | $450 |
| UNITED HATZALAH | |||||||
| 442 5TH AVENUE | NEW YORK | NY | 10018 | NONE | PC | GENERAL PURPOSE | $3,369 |
| AMIGOS OF COSTA RICA | |||||||
| PO BOX 748 | WEST CEHESTER | PA | 19381 | NONE | PC | GENERAL PURPOSE | $6,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | PC | GENERAL PURPOSE | $300 |
| ECOLIFE CONSERVATION | |||||||
| 2810 PIO PICO DR | CARLSBAD | CA | 92008 | NONE | PC | GENERAL PURPOSE | $2,500 |
| EISENHOWER MEDICAL CENTER | |||||||
| 72800 CIVIC CENTER DRIVE | RANCHO MIRAGE | CA | 92278 | NONE | PC | GENERAL PURPOSE | $2,500 |
| ESSELSTYN FOUNDATION | |||||||
| 3 PEPPER RIDGE RD | CLEVELAND | OH | 44124 | NONE | PC | GENERAL PURPOSE | $3,500 |
| JAZZ OUTREACH INITIATIVE | |||||||
| 6955 N DURANGO DR | LAS VEGAS | NV | 89149 | NONE | PC | GENERAL PURPOSE | $2,500 |
| MISFITS MUTTS DOG RESCUE | |||||||
| 991 N MILITARY AVE | GREEN BAY | WI | 54303 | NONE | PC | GENERAL PURPOSE | $1,500 |
| NEW HORIZONS ACADEMY | |||||||
| W CHARLESTON BLVD | LA VEGAS | NV | 89146 | NONE | PC | GENERAL PURPOSE | $6,295 |
| PHI BETA PHI FOUNDATION | |||||||
| PO BOX 801867 | KANSAS CITY | MO | 64180 | NONE | PC | GENERAL PURPOSE | $200 |
| RONALD MCDONALD HOUSE | |||||||
| 2323 POTOS ST | LAS VEAGS | NV | 89146 | NONE | PC | GENERAL PURPOSE | $100 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PC | GENERAL PURPOSE | $200 |
| THE GIRLFRIEND FACTOR | |||||||
| PO BOX 4009 | HARLAN | IA | 51593 | NONE | PC | GENERAL PURPOSE | $138 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,209,569 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113,588 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $136,142 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $249,730 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $249,730 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c | Yes (X) | Organization501cInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GERALD WENDEL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2877 PARADISE ROAD APT 2904 | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENTERPRISE PRODUCTS | Desc |
| BOY Book Value | $16,038 | BOYBookValueAmt |
| EOY Book Value | $24,415 | EOYBookValueAmt |
| EOYFMV | $31,360 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INVESTMENT FEES | $5,145 | $5,145 | $5,145 |
| INSURANCE | $5,358 | $5,358 | $5,358 |
| OFFICE | $18,427 | $18,427 | $18,427 |
| TRAVEL | $49,817 | $49,817 | $49,817 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND DISTRIBUTION | Desc |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PY ADJUSTMENT | Desc |
| Amt | $69,634 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| STATE TAX | $250 | $250 | $250 |
| FEDERAL TAX |