THE MEL & RUTH WOLZINGER FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE MEL & RUTH WOLZINGER FOUNDATION (EIN 88-0468356)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-14
- IRS object ID
- 201922879349100232
- Schema version
- 2018v3.1
- 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
- Applied To Prior Year Election
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-14T18:25:21-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | Treasurer | PersonTitleTxt |
| Phone | 7029332213 | PhoneNum |
| Signature | 2019-10-06 | 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 | 2019-10-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 184.181.10.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-06 | IPDt |
| IP Tm | 08:50:27 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 744D0ADB26908902BC85C65D6DAD5B7CCE0971DE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6575E166F45E744671218E896D9D978AF70CAEFB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,443,314 | 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 | $193,812 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $193,812 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$66,498 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $664,813 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $1,250 | GrossSalesLessRetAndAllwncAmt |
| Gross Profit Rev And Expnss | $1,250 | GrossProfitRevAndExpnssAmt |
| Total Rev And Expnss | $128,564 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $193,812 | 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 |
| Accounting Fees Rev And Expnss | $2,837 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,418 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,419 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $11,041 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $31 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $32 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,910 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,481 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,419 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $334,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $334,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $348,760 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,481 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $336,269 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$220,196 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $192,331 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $408,777 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $310,751 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $310,751 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $4,565,419 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,438,624 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,130,188 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,375 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,375 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,974,196 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,751,750 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,443,314 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $4,832,027 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,609,581 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,974,196 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,751,750 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,974,196 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,751,750 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,974,196 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$220,196 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,754,000 | SubtotalAmt |
| Other Decreases | $2,250 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,751,750 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Group | P | 2017-08-29 | 2018-08-24 | $94,864 | $102,881 | -$8,017 | -$8,017 |
| Qwest Corp 6.50% | P | 2016-08-11 | 2018-06-25 | $43,005 | $50,000 | -$6,995 | -$6,995 |
| Viacom Inc | P | 2017-08-18 | 2018-12-05 | $95,003 | $98,473 | -$3,470 | -$3,470 |
| Fifth Third Bankcorp | P | 2011-01-14 | 2018-06-01 | $50,000 | $49,322 | $678 | $678 |
| Goldman Sachs Group Inc | P | 2008-10-30 | 2018-01-18 | $100,000 | $85,570 | $14,430 | $14,430 |
| Qwest Corp 7.5% Perptl | P | 2011-09-14 | 2018-09-04 | $20,950 | $20,950 | $0 | $0 |
| First Trust Senior Loan & LTD | P | 2016-02-02 | 2018-01-11 | $76,846 | $67,877 | $8,969 | $8,969 |
| First Trust Multi Sector Income | P | 2017-02-22 | 2018-03-28 | $59,404 | $62,259 | -$2,855 | -$2,855 |
| Pennantpark Invstmt Crp | P | 2013-07-19 | 2018-02-26 | $7,071 | $11,575 | -$4,504 | -$4,504 |
| Eurodry Ltd | P | 2018-05-31 | 2018-08-24 | $113 | $128 | -$15 | -$15 |
| Citigroup Inc 5.8% | P | 2013-03-19 | 2018-10-22 | $25,000 | $25,000 | $0 | $0 |
| Medallion Financial Corp | P | 2012-01-17 | 2018-08-24 | $2,782 | $4,901 | -$2,119 | -$2,119 |
| Yellow Pages Ltd/Canada | P | 2012-12-26 | 2018-08-24 | $26 | $26 | $26 | |
| Cellcom Israel Ltd | P | 2011-06-02 | 2018-08-24 | $3,038 | $15,026 | -$11,988 | -$11,988 |
| Atlantic Power Corp | P | 2009-04-01 | 2018-08-24 | $2,138 | $6,319 | -$4,181 | -$4,181 |
| Blackrock Defined | P | 2017-08-18 | 2018-12-21 | $15 | $33,596 | -$33,581 | -$33,581 |
| Frontier Communications | P | 2009-04-01 | 2018-08-24 | $312 | $4,225 | -$3,913 | -$3,913 |
| GE Cap Corp 4.7% | P | 2013-05-09 | 2018-05-30 | $25,000 | $25,000 | $0 | $0 |
| Qwest Corp 7.5% Perptl | P | 2011-09-14 | 2018-09-04 | $3,475 | $3,475 | $0 | $0 |
| Qwest Corp 7% | P | 2012-06-14 | 2018-09-04 | $25,000 | $25,000 | $0 | $0 |
| Wells Fargo & Co 8% PFD | P | 2007-12-18 | 2018-09-17 | $25,000 | $25,000 | $0 | $0 |
| Euroseas Ltd SHS New | P | 2007-12-28 | 2018-08-24 | $122 | $12,473 | -$12,351 | -$12,351 |
| Hyflux Ltd | P | 2010-07-07 | 2018-08-24 | $5 | $2,261 | -$2,256 | -$2,256 |
| Capital Gains Dividends | P | $5,644 | $5,644 | $5,644 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$66,498 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $258,643 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,136,404 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050355 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $287,192 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,052,506 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056841 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $255,889 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,139,559 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049788 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $252,164 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,321,094 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047390 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $240,188 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,315,789 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045184 | DistributionYr5Rt |
| Total Distribution | 0.249558 | TotalDistributionRt |
| Average Distribution | 0.049912 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,793,137 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $239,235 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,923 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $241,158 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $336,269 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,923 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,923 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,923 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,413 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,413 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,490 | OverpaymentAmt |
| Applied To ES Tax | $2,490 | 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 | 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Melvin B Wolzinger | ||||||||
| 3100 Skipworth Drive | Las Vegas | NV | 89102 | President | 2.00 | $0 | $0 | $0 |
| Jean Ann Johnson | ||||||||
| 3101 Conners Drive | Las Vegas | NV | 89107 | Secretary | 0.10 | $0 | $0 | $0 |
| Constance Wolzinger | ||||||||
| 2600 Golden Sands Drive | Las Vegas | NV | 89128 | Treasurer | 15.00 | $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 | $4,337,333 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $528,796 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,866,129 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,866,129 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $72,992 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,793,137 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $239,657 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $239,657 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,923 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,923 | TotalTaxAmt |
| Distributable Before Adj | $237,734 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $237,734 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $237,734 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $336,269 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $336,269 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,923 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $334,346 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $237,734 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $211,159 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $336,269 | QualifyingDistributionsAmt |
| Applied To Year1 | $211,159 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $125,110 | 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 | $112,624 | 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) |
|---|---|---|
| Contributing Manager | Melvin B Wolzinger | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Boys and Girls Club of Southern Nevada | |||||||
| 2850 Lindell Road | Las Vegas | NV | 89146 | None | Public Charity | General Support | $3,000 |
| Catholic Charities | |||||||
| 1501 N Las Vegas Blvd | Las Vegas | NV | 89101 | None | Public Charity | General Purpose | $500 |
| Children's Hospital of Nevada - UMC | |||||||
| 800 Hope Place | Las Vegas | NV | 891061409 | None | Public Charity | General Purpose | $1,000 |
| Cleveland Clinic | |||||||
| 9500 Euclid Avenue | Cleveland | OH | 44195 | None | Public Charity | General support | $50,000 |
| Cure 4 the Kids Foundation | |||||||
| 3121 S Maryland Pkwy | Las Vegas | NV | 89109 | None | Public Charity | General Support | $1,000 |
| Goodie Two Shoes | |||||||
| 3515 W Post Rd 105 | Las Vegas | NV | 89118 | None | Public Charity | General support | $500 |
| GSafeNest | |||||||
| 3900 Meadows Ln | Las Vegas | NV | 89107 | None | Public Charity | General Purpose | $1,000 |
| Habitat for Humanity | |||||||
| 3455 E Flamingo Rd 135 | Las Vegas | NV | 89121 | None | Public Charity | General Purpose | $500 |
| Helping Hands of Vegas Valley | |||||||
| 3640 N 5th St | North Las Vegas | NV | 89032 | None | Public Charity | General Purpose | $500 |
| Jewish National Fund | |||||||
| 10161 W Park Run Dr 150 | Las Vegas | NV | 89145 | None | Public Charity | General Purpose | $500 |
| Las Vegas Rescue Mission | |||||||
| 480 West Bonanza Road | Las Vegas | NV | 891063227 | None | Public Charity | General Support | $500 |
| Make a Wish Southern Nevada | |||||||
| 5105 S Durango Dr 100 | Las Vegas | NV | 89113 | None | public Charity | Las Vegas programs only | $500 |
| Meadows School | |||||||
| 8601 Scholar Ln | Las Vegas | NV | 89128 | None | Public Charity | General Purpose | $750 |
| Nathan Aldeson Hospice | |||||||
| 4141 Swenson Street | Las Vegas | NV | 89119 | None | Public Charity | General Support | $750 |
| Nevada Child Seekers | |||||||
| 6375 W Charleston Blvd | Las Vegas | NV | 89146 | None | Public Charity | General support | $500 |
| Nevada Paralized Veterans | |||||||
| 704 S Jones Blvd | Las Vegas | NV | 89107 | None | Public Charity | General Purpose | $500 |
| Olive Crest | |||||||
| 4285 N Rancho Dr 160 | Las Vegas | NV | 89130 | None | Public Charity | Programs only | $500 |
| Project 150 | |||||||
| 3600 N Rancho Dr | Las Vegas | NV | 89130 | None | Public Charity | General support | $500 |
| Ronald McDonald House | |||||||
| One Kroc Dr | Oak Brook | IL | 60523 | None | Public Charity | General Support | $500 |
| Salvation Army | |||||||
| 2900 Palomino Lane | Las Vegas | NV | 89107 | None | Public Charity | Programs only | $500 |
| St Jude's Ranch for Children | |||||||
| 5005 McLeod Dr | Las Vegas | NV | 89120 | None | Public Charity | General Support | $500 |
| St Rose Dominican Health Foundation | |||||||
| 3001 St Rose Pkwy | Henderson | NV | 89052 | None | Public Charity | General Purpose | $1,000 |
| Sunrise Childrens Foundation | |||||||
| 2795 E Desert Inn Rd 100 | Las Vegas | NV | 89121 | None | Public Charity | General Purpose | $500 |
| Talitha Koum- Rise Up Waco | |||||||
| 1311 Clay Avenue | Waco | TX | 76706 | None | Public Charity | General Purpose | $250 |
| Temple Beth Sholom | |||||||
| 10700 Havenwood Lane | Las Vegas | NV | 89135 | None | Public Charity | General Support | $40,850 |
| The Animal Foundation | |||||||
| 655 N Mohave Rd | Las Vegas | NV | 89101 | None | Public Charity | General Purpose | $500 |
| The Shade Tree | |||||||
| 1- West Owens | Las Vegas | NV | 89030 | None | Public Charity | Programs only | $500 |
| The Smith Center | |||||||
| 361 Symphony Park Ave | Las Vegas | NV | 891061409 | None | Public Charity | General support | $750 |
| Three Square Food Bank | |||||||
| 4190 N Pecos Rd | Las Vegas | NV | 89115 | None | Public Charity | General Support | $1,000 |
| UNLV Foundation | |||||||
| 4505 Marlyland Parkway | Las Vegas | NV | 89119 | None | Public Charity | General Purpose | $225,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $334,850 | 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 | $193,812 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$66,498 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,250 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $127,314 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,250 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $128,564 | 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 | 10 | LineNumberTxt |
| Relationship Statement | 2017 Contribution checks returned | RelationshipStatementTxt |
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 | $2,837 | Amt |
| Net Investment Income | $1,418 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,419 | 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 (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Investments - 9771 | AT COST | $3,777,402 | $3,448,649 |
| Investments - 9141 | AT COST | $661,222 | $681,539 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | A/R - Interest in Transit | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $2,375 | EOYBookValueAmt |
| EOYFMV | $2,375 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prior Period Adjustment | Desc |
| Amt | $2,250 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Broker Transaction Fees | $20 | $20 | $0 |
| Misc | $12 | $12 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax | $31 | $31 | $0 |
| Federal Income Tax Paid | $11,010 | $0 | $0 |