THE MEL & RUTH WOLZINGER FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE MEL & RUTH WOLZINGER FOUNDATION (EIN 88-0468356)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-16
- IRS object ID
- 202011689349100821
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-16T15:45:12-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 6817 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 | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 880468356 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wolzinger Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOLZ | 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 | 2020-06-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Daniel T Gerety CPA | PreparerPersonNm |
| PTIN | P00295017 | PTIN |
| Phone | 7029332213 | PhoneNum |
| Preparation | 2020-05-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,984,781 | 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 | $2,774,645 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $272,893 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $272,893 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$52,223 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $744,509 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $1,000 | IncmModificationsAdjNetIncmAmt |
| Total Rev And Expnss | $2,995,315 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $272,893 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,000 | TotalAdjNetIncmAmt |
| 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 | $3,538 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,769 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,769 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,575 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,575 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $26 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,744 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,400 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,344 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $309,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $309,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $324,644 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,400 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $317,244 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,670,671 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $265,493 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,000 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $310,751 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $285,535 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $285,535 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $4,438,624 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,126,431 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,687,791 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,375 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,455 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,455 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,751,750 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,423,421 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,984,781 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $4,609,581 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,281,252 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,751,750 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,423,421 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,751,750 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,423,421 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,751,750 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,670,671 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,000 | OtherIncreasesAmt |
| Subtotal | $7,423,421 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,423,421 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities | P | $733,918 | $796,732 | -$62,814 | -$62,814 |
| Capital Gains Dividends | P | $10,591 | $10,591 | $10,591 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$52,223 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $334,346 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,793,137 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.069755 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $258,643 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,136,404 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050355 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $287,192 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,052,506 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056841 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $255,889 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,139,559 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049788 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $252,164 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,321,094 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047390 | DistributionYr5Rt |
| Total Distribution | 0.274129 | TotalDistributionRt |
| Average Distribution | 0.054826 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,900,140 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $323,481 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,655 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $326,136 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $317,244 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,310 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,310 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,310 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,490 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,490 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,820 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | 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 | 6817 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 (3 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 Goldens Sands Drive | Las Vegas | NV | 89128 | President | 15.00 | $0 | $0 | $0 |
| Jean Anne Johnson | ||||||||
| 3100 Skipworth Drive | Las Vegas | NV | 89107 | Treasurer | 1.00 | $0 | $0 | $0 |
| Donald Johnson | ||||||||
| 790 Fairway Drive | Boulder City | NV | 89005 | 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 | $5,579,627 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $410,363 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,989,990 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,989,990 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $89,850 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,900,140 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $295,007 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $295,007 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,310 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,310 | TotalTaxAmt |
| Distributable Before Adj | $289,697 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $290,697 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $290,697 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $317,244 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $317,244 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $317,244 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $290,697 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $112,624 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $317,244 | QualifyingDistributionsAmt |
| Applied To Year1 | $112,624 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $204,620 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $86,077 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 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 | $700 |
| All Vegas HorsesLEAN | |||||||
| PO Box 750174 | Las Vegas | NV | 89136 | None | Public Charity | General Support | $1,000 |
| ALS Association Nevada Chapter | |||||||
| 3191 E Warm Springs Rd | Las Vegas | NV | 89120 | None | Public Charity | General Support | $500 |
| American Committee for the Weizmann Institute of Science Inc | |||||||
| 300 Montgomery St | San Francisco | CA | 94104 | None | Public Charity | General Support | $2,000 |
| American Technion Society | |||||||
| 501 S Beverly Dr | Beverly Hills | CA | 90212 | None | Public Charity | General Support | $1,000 |
| Barn Buddies Rescue | |||||||
| 7222 W Grand Teton Dr | Las Vegas | NV | 89131 | None | Public Charity | General Support | $250 |
| Boys and Girls Club of Southern Nevada | |||||||
| 2850 Lindell Road | Las Vegas | NV | 89146 | None | Public Charity | General Support | $3,000 |
| Canine Companions for Independence | |||||||
| 124 Rancho Del Oro Dr | Oceanside | CA | 92057 | None | Public Charity | General Support | $500 |
| Catholic Charities | |||||||
| 1501 N Las Vegas Blvd | Las Vegas | NV | 89101 | None | Public Charity | General Support | $1,000 |
| Children's Herat Foundation | |||||||
| 3006 S Maryland Pkwy | Las Vegas | NV | 89109 | None | Public Charity | General Support | $5,000 |
| Cleveland Clinic | |||||||
| 9500 Euclid Avenue | Cleveland | OH | 44195 | None | Public Charity | General Support | $50,000 |
| Communities in Schools of Nevada | |||||||
| 8350 W Sahara Ave | Las Vegas | NV | 89117 | None | Public Charity | General Support | $1,000 |
| Cure 4 the Kids Foundation | |||||||
| 3121 S Maryland Pkwy | Las Vegas | NV | 89109 | None | Public Charity | General Support | $2,000 |
| Cystic Fibrosis Foundation | |||||||
| 8784 S Maryland Pkwy 100 | Las Vegas | NV | 89123 | None | Public Charity | General Support | $1,000 |
| Direct Relief | |||||||
| 6100 Wallace Becknell Rd | Santa Barbara | CA | 93117 | None | Public Charity | General Support | $1,000 |
| Front Range Freedom Rescue | |||||||
| PO Box 19378 | Boulder | CO | 80308 | None | Public Charity | General Support | $500 |
| Gary Sinise Foundation | |||||||
| PO Box 368 | Woodland Hills | CA | 91365 | None | Public Charity | General Support | $1,000 |
| Glaucoma Research Foundation | |||||||
| 251 Post St 600 | San Francisco | CA | 94108 | None | Public Charity | General Support | $2,000 |
| Global Charity Foundation | |||||||
| 4575 Riva De Romanza St | Las Vegas | NV | 89135 | None | Public Charity | General Support | $700 |
| Goodie Two Shoes | |||||||
| 3515 W Post Rd 105 | Las Vegas | NV | 89118 | None | Public Charity | General Support | $1,000 |
| Guide Dog Foundation for the Blind | |||||||
| 371 East Jericho Turnpike | Smithtown | NY | 11787 | None | Public Charity | General Support | $500 |
| Heaven Can Wait Animal Society | |||||||
| 546 N Eastern Ave 175 | Las Vegas | NV | 89101 | None | Public Charity | General Support | $1,000 |
| Help of Southern Nevada | |||||||
| 1640 E Flamingo Rd 100 | Las Vegas | NV | 89119 | None | Public Charity | General Support | $500 |
| Helping Hand of VegasValley | |||||||
| 3640 N 5th St | North Las Vegas | NV | 89032 | None | Public Charity | General Support | $500 |
| John Hopkins Medicine - Research | |||||||
| 5300 Holabird Avenue | Baltimore | MD | 21224 | None | Public Charity | General Support | $2,000 |
| Las Vegas Rescue Mission | |||||||
| 480 West Bonanza Road | Las Vegas | NV | 891063227 | None | Public Charity | General Support | $500 |
| Lions Eye Foundation | |||||||
| 711 Van Ness Ave 250 | San Francisco | CA | 94102 | None | Public Charity | General Support | $1,000 |
| Nathan Aldeson Hospice | |||||||
| 4141 Swenson Street | Las Vegas | NV | 89119 | None | Public Charity | General Support | $1,000 |
| National Jewish Health | |||||||
| 1400 Jackson St | Denver | CO | 80206 | None | Public Charity | General Support | $1,500 |
| Nevada Blind Children's Foundation | |||||||
| 95 S Arroyo Grande Blvd | Henderson | NV | 89012 | None | Public Charity | General Support | $700 |
| Nevada Child Seekers | |||||||
| 6375 W Charleston Blvd | Las Vegas | NV | 89146 | None | Public Charity | General Support | $1,000 |
| Nevada Partnership for Homeless Youth | |||||||
| 4981 Shirley St | Las Vegas | NV | 89119 | None | Public Charity | General Support | $500 |
| Nevada State College | |||||||
| 1300 Nevada State Dr | Henderson | NV | 89002 | None | Public Charity | General Support | $1,000 |
| Noah's Animal House | |||||||
| 7 W Owens Ave | North Las Vegas | NV | 89030 | None | Public Charity | General Support | $500 |
| Ocean Conservancy | |||||||
| 1300 19th Street NW 8th Fl | Washington | DC | 20036 | None | Public Charity | General Support | $500 |
| Oklahoma Medical Research Foundation | |||||||
| 825 NE 13th St | Oklahoma City | OK | 73104 | None | Public Charity | General Support | $1,000 |
| Olive Crest | |||||||
| 4285 N Rancho Dr 160 | Las Vegas | NV | 89130 | None | Public Charity | Programs Only | $500 |
| Operation Homefront Las Vegas | |||||||
| 5045 S Rogers St 11 | Las Vegas | NV | 89118 | None | Public Charity | General Support | $500 |
| Peaceful Valley Donkey Rescue | |||||||
| 8317 Duckworth Rd | San Angelo | TX | 76905 | None | Public Charity | General Support | $500 |
| Project 150 | |||||||
| 3600 N Rancho Dr | Las Vegas | NV | 89130 | None | Public Charity | General Support | $700 |
| Puppies Behind Bars | |||||||
| 263 West 38th Street 4th Floor | New York | NY | 10018 | None | Public Charity | General Support | $500 |
| 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 | $1,000 |
| Salvation Army | |||||||
| 2900 Palomino Lane | Las Vegas | NV | 89107 | None | Public Charity | Programs Only | $1,000 |
| Share Village | |||||||
| 1150 Las Vegas Blvd So | Las Vegas | NV | 89104 | None | Public Charity | General Support | $700 |
| Spread the Word Nevada | |||||||
| 1065 American Pacific Dr Ste 160 | Henderson | NV | 89074 | None | Public Charity | General Support | $700 |
| St Rose Health Foundation | |||||||
| 3001 St Rose Pkwy | Henderson | NV | 89052 | None | Public Charity | General Support | $1,000 |
| St Jude's Ranch for Children | |||||||
| 5005 McLeod Dr | Las Vegas | NV | 89120 | None | Public Charity | General Support | $1,000 |
| Sunrise Childrens Foundation | |||||||
| 2795 E Desert Inn Rd 100 | Las Vegas | NV | 89121 | None | Public Charity | General Support | $750 |
| TAPPS | |||||||
| 9910 W Cheyenne Ave Ste 150 | Las Vegas | NV | 89129 | None | Public Charity | General Support | $500 |
| Teach For America | |||||||
| 701 E Bridger Ave 750 | Las Vegas | NV | 89101 | None | Public Charity | General Support | $700 |
| 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 | $1,000 |
| The Lustgarten Foundation | |||||||
| 415 Crossways Park Dr D | Woodbury | NY | 11797 | None | Public Charity | General Support | $1,000 |
| The Public Education Foundation | |||||||
| 34350 S Maryland Pkwy | Las Vegas | NV | 89119 | None | Public Charity | General Support | $1,000 |
| The Shade Tree | |||||||
| 1 West Owens Ave | North Las Vegas | NV | 89030 | None | Public Charity | Programs Only | $1,000 |
| Three Square Food Bank | |||||||
| 4190 N Pecos Rd | Las Vegas | NV | 89115 | None | Public Charity | General Support | $1,500 |
| Touro University Nevada | |||||||
| 874 American Pacific Dr | Henderson | NV | 89014 | None | Public Charity | General Support | $2,000 |
| Tulane Medical Center | |||||||
| 1415 Tulane Ave | New Orleans | LA | 70112 | None | Public Charity | General Support | $1,000 |
| UMC Foundation | |||||||
| 1800 W Charleston Blvd | Las Vegas | NV | 89102 | None | Public Charity | General Support | $1,500 |
| UNLV Foundation | |||||||
| 4505 Marlyland Parkway | Las Vegas | NV | 89119 | None | Public Charity | $35,000 Endowment Scholarship for College of Education - A Needs Based Scholarship$30,000 School of Medicine Endowment for Seniors$30,000 School of Nursing Endowment for Seniors$30,000 School of Dental Medicine Endowment for Seniors$10,000 Graduate School Certificate Program in areas of research, teaching, mentorship and communication$25,000 Veterans Program Scholarship Re-entry Scholarship$10,000 Diversity Initiatives - First Generation Support Fund$10,000 Tutoring and mentoring for Athletics$5,000 Hope Scholars | $185,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $309,900 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $272,893 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$52,223 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $220,670 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $220,670 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Melvin Wolzinger IRA Death Benefit | |||||||
| 1 | 7500 West Lake Mead Blvd 9636 | Las Vegas | NV | 89128 | $210,845 | Yes (X) | Yes (X) |
| Wolzinger Family Foundation CRAT | |||||||
| 2 | 7500 West Lake Mead Blvd 9636 | Las Vegas | NV | 89128 | $2,563,800 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | Securities | $210,839 | 2019-12-30 |
| 2 | Securities | $2,437,915 | 2019-08-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $11,150 | Amt |
| Net Investment Income | $5,575 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,575 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | The manager of the Wolzinger Family 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 (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Investments - 9771 | AT COST | $6,293,497 | $6,672,075 |
| Investments - 9141 | AT COST | $621,698 | $772,909 |
| Investments - 6158 | AT COST | $211,236 | $242,807 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $3,538 | LegalFeesAmt |
| Net Investment Income | $1,769 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,769 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| A/R - Interest in Transit | $2,375 | $1,780 | $1,780 |
| Year End Basis Adjustment | $0 | $9,675 | $9,675 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Expense | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $30 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prior Year Uncleared Check | Desc |
| Amt | $1,000 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes | CategoryTxt |
| Amt | $26 | Amt |
| Net Investment Income | $26 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |