LIED FOUNDATION TRUST: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LIED FOUNDATION TRUST (EIN 23-7282946)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201901349349102840
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Land Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T13:57:43-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202731635 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAYAN & PAYAN CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7936 W SAHARA AVENUE | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89117 | 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 | 237282946 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIED FOUNDATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIED | BusinessNameControlTxt |
| Phone | 7028781559 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3907 WEST CHARLESTON BLVD | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINA M HIXSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7028781559 | PhoneNum |
| Signature | 2019-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON D PAYAN CPA | PreparerPersonNm |
| PTIN | P00293526 | PTIN |
| Phone | 7022339526 | PhoneNum |
| Preparation | 2019-05-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 63.158.115.202 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-14 | IPDt |
| IP Tm | 13:57:43 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 834B27BF5051EC0F06E5B0DA1C08A3D1CC877A8B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 834B27BF5051EC0F06E5B0DA1C08A3D1CC877A8B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,034,310 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $107,475 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $57,713 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $107,475 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $15,473 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,473 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $15,473 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $297,166 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $297,166 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $297,166 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $297,166 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $6,062 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $344,273 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $228 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $228 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $228 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $426,404 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $370,580 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $420,342 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $82,925 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $82,925 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $22,992 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $22,992 | PensionEmplBnftNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $8,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,200 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $29,679 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $29,105 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $574 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $19,620 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $19,620 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $159,904 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $159,624 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $280 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $353,520 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $258,041 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $95,479 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $500,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $500,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $853,520 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $258,041 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $595,479 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$427,116 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $112,539 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $420,342 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $222,049 | CashBOYAmt |
| Cash EOY | $166,343 | CashEOYAmt |
| Cash EOYFMV | $166,343 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $756,042 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $521,766 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $521,766 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $3,559,025 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,419,723 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,388,941 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $2,708,278 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $1,887,943 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $823,651 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $820,335 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $4,957,260 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,360,767 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,928,167 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,034,310 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $18,675 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $17,375 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $18,675 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,375 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,342,092 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,910,792 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,342,092 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,910,792 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,360,767 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,928,167 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,342,092 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$427,116 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,914,976 | SubtotalAmt |
| Other Decreases | $4,184 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,910,792 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $596,703 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,203,915 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.072734 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $595,266 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,632,572 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.068956 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $612,202 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,799,304 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.069574 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,270,133 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,209,694 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.137913 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,259,620 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,503,092 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.109503 | DistributionYr5Rt |
| Total Distribution | 0.458680 | TotalDistributionRt |
| Average Distribution | 0.091736 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,783,029 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $713,984 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,125 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $715,109 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $595,479 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,251 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,251 | SubtotalAmt |
| Tax Based On Investment Income | $2,251 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,487 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,487 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,236 | OverpaymentAmt |
| Applied To ES Tax | $1,236 | 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 | NE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHRISTINA M HIXSON | IndividualWithBooksNm |
| Phone | 7028981559 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3907 W CHARLESTON BLVD | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89102 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINA M HIXSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3907 WEST CHARLESTON BLVD | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $30,000 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| WILLIAM W MANN | |||||||
| 5847 BLACK HORSE CIRCLE | NORTH LAS VEGAS | NV | 89031 | MAINTENANCE | 40.00 | $57,788 | $11,157 |
| DENNIS H SMITH | |||||||
| 5100 OBANNON DRIVE APT 49 | LAS VEGAS | NV | 89146 | OFFICE MANAG | 40.00 | $56,250 | $11,835 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION'S CHARITABLE PURPOSES ARE ACCOMPLISHED SOLELY THROUGH CHARITABLE GIFTS AND GRANTS; IT DOES NOT CONDUCT DIRECT CHARITABLE ACTIVITIES. | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,892,447 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,051,845 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,957,260 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,901,552 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,901,552 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $118,523 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,783,029 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $389,151 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $389,151 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,251 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,251 | TotalTaxAmt |
| Distributable Before Adj | $386,900 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $386,900 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $386,900 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $595,479 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $595,479 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $595,479 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $386,900 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $692,152 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $814,887 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $177,360 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $166,264 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $188,124 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,038,787 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $595,479 | QualifyingDistributionsAmt |
| Applied To Current Year | $386,900 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $208,579 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,247,366 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $692,152 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,555,214 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $814,887 | ExcessFromYear4Amt |
| Excess From Year3 | $177,360 | ExcessFromYear3Amt |
| Excess From Year2 | $166,264 | ExcessFromYear2Amt |
| Excess From Year1 | $188,124 | ExcessFromYear1Amt |
| Excess From Current Year | $208,579 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHRISTINA M HIXSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3907 W CHARLESTON BLVD | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7028781559 | RecipientPhoneNum |
| Form And Info And Materials | NO PRESCRIBED FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| CATHOLIC CHARITIES OF SOUTHERN | ||||||||
| NEVADA | 1501 LAS VEGAS BLVD | NORTH | LAS VEGAS | NV | 89101 | PUBLIC | FOOD FOR LIED DINING ROOM | $100,000 |
| NEVADA BALLET THEATRE | ||||||||
| 1651 INNER CIRCLE | LAS VEGAS | NV | 89134 | PUBLIC | PROGRAM OPERATING FUNDS | $100,000 | ||
| OPPORTUNITY VILLAGE | ||||||||
| 6300 W OAKEY BLVD | LAS VEGAS | NV | 89146 | PUBLIC | JOB DISCOVERY II PROGRAM | $100,000 | ||
| THE ANIMAL FOUNDATION | ||||||||
| 655 NORTH MOHAVE ROAD | LAS VEGAS | NV | 89101 | PUBLIC | GENERAL OPERATIONS OF ANIMAL SHELTER | $100,000 | ||
| THE REBEL GOLF FOUNDATION | ||||||||
| 4505 MARYLAND PARKWAY | LAS VEGAS | NV | 89154 | PUBLIC | ENDOWMENT | $100,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $500,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $107,475 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,473 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $297,166 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,062 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Exclusion | 26 | ExclusionCd |
| Exclusion | $228 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $426,404 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $426,404 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $8,400 | Amt |
| Net Investment Income | $4,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,200 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year Depreciation | $49,840 | PriorYearDepreciationAmt |
| Current Year Expense | $19,620 | CurrentYearExpenseAmt |
| Net Investment Income | $19,620 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| BARRICK NA FINANCE LLC | 2013-10 | PURCHASE | 2018-07 | $104,273 | $97,041 | $7,232 |
| HEBER SPRINGS AR SCHOOL DISTRICT 1 | 2013-10 | PURCHASE | 2018-12 | $240,000 | $241,170 | -$1,170 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME SECURITIES | BondNm |
| EOY Book Value | $3,419,723 | EOYBookValueAmt |
| EOYFMV | $3,388,941 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAND, BUILDING & EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $2,708,278 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,887,943 | AccumulatedDepreciationAmt |
| Book Value | $820,335 | BookValueAmt |
| EOYFMV | $4,957,260 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR PERIOD ADJUSTMENTS - INCOME TAX PMT | $1,617 |
| CURRENT YEAR - OID ADJUSTMENTS | $2,567 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| OFFICE SUPPLIES | $2,457 | $2,457 | |
| POSTAGE | $208 | $208 | |
| INSURANCE | $32,760 | $32,760 | |
| MISCELLANEOUS | $125 | $125 | |
| TELEPHONE | $3,746 | $3,746 | |
| EQUIPMENT MAINTENANCE | $6,535 | $6,535 | |
| REPAIRS & MAINTENANCE | $76,447 | $76,447 | |
| SEWER & DISPOSAL | $9,100 | $9,100 | |
| UTILITIES | $28,246 | $28,246 | |
| AUTOMOBILE | $280 | $280 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $228 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $228 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $228 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $18,675 | BOYBookValueAmt |
| EOY Book Value | $17,375 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY TAXES | $16,425 | $16,425 | |
| PAYROLL TAXES | $13,254 | $12,680 | $574 |