THE DRANEY FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE DRANEY FAMILY FOUNDATION (EIN 20-2654475)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-10
- IRS object ID
- 201543149349101324
- Schema version
- 2014v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-10T17:19:57-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954195174 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTIER TRUST COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1810 S FAIR OAKS STE 200 | AddressLine1Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202654475 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DRANEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DRAN | BusinessNameControlTxt |
| Phone | 7022944399 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W LIBERTY STREET STE 890 | AddressLine1Txt |
| City | RENO | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RYAN DRANEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7022944399 | PhoneNum |
| Signature | 2015-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KYLE WEBSTER CPA | PreparerPersonNm |
| PTIN | P00148175 | PTIN |
| Phone | 6264415111 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,304,347 | 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 | $5,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $31,369 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,369 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,153 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $250,769 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $31,216 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,369 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $100 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $100 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,908 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,908 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $468 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $468 | 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 | $11,008 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,158 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $850 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $113,518 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $113,518 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $124,526 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,158 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $114,368 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$93,310 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,211 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,114 | CashBOYAmt |
| Cash EOY | $33,179 | CashEOYAmt |
| Cash EOYFMV | $33,179 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,536 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $53,350 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $53,350 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $651,986 | CorporateStockBOYAmt |
| Corporate Stock EOY | $626,786 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $996,493 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $75,172 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $25,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $27,719 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $248,603 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $168,786 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $193,606 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,000,411 | TotalAssetsBOYAmt |
| Total Assets EOY | $907,101 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,304,347 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,000,411 | RetainedEarningBOYAmt |
| Retained Earning EOY | $907,101 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,000,411 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $907,101 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,000,411 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $907,101 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,000,411 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$93,310 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $907,101 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $907,101 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1000 SHS KIMCO RLTY CORP | P | 2012-03-09 | 2014-02-26 | $22,800 | $25,000 | -$2,200 | -$2,200 |
| 100 SHS ETF HIGH YIELD BONDS | P | 2011-01-26 | 2014-03-27 | $4,117 | $4,049 | $68 | $68 |
| 1000 SHS SPDR SER TR SHT TRM HIGH YLD | P | 2012-11-20 | 2014-12-10 | $28,910 | $30,310 | -$1,400 | -$1,400 |
| 150 SHS BARCLAYS BK PLC IPMS INDIA | P | 2010-02-22 | 2014-02-26 | $8,214 | $8,985 | -$771 | -$771 |
| 50000 SHS CISCO SYS INC NOTE | P | 2010-02-24 | 2014-11-17 | $50,000 | $50,000 | $0 | $0 |
| 1013.429 SHS CEMIG SA-SPONS ADR | P | 2010-02-22 | 2014-02-26 | $5,584 | $8,346 | -$2,762 | -$2,762 |
| 1000 SHS ISHR S&P FTSE CHINA 25 | P | 2010-02-24 | 2014-03-27 | $35,051 | $39,290 | -$4,239 | -$4,239 |
| 200 SHS ISHR LATIN AMERICA | P | 2010-02-22 | 2014-03-27 | $7,224 | $9,084 | -$1,860 | -$1,860 |
| 100 SHS ISHARES RUSSELL 200 INDEX | P | 2010-11-15 | 2014-02-26 | $11,728 | $7,273 | $4,455 | $4,455 |
| 250 SHS ISHARES 1-3 YR GLOBAL CREDIT | P | 2010-02-24 | 2014-02-26 | $26,406 | $26,113 | $293 | $293 |
| 250 SHS MARKET VECTORS ETF TR | P | 2010-03-02 | 2014-02-26 | $13,045 | $11,033 | $2,012 | $2,012 |
| 250 SHS PETROLEO BRASILEIRO SA PETRO SPONSORED ADR | P | 2010-01-27 | 2014-02-26 | $2,755 | $10,238 | -$7,483 | -$7,483 |
| 150 SHS POWERSHARES QQQ TRUST NASDAQ | P | 2010-03-02 | 2014-02-26 | $13,520 | $6,856 | $6,664 | $6,664 |
| 500 SHS ETF HIGH YELD BONDS | P | 2010-02-24 | 2014-03-27 | $20,585 | $19,345 | $1,240 | $1,240 |
| CAPITAL GAINS DIVIDENDS | P | $830 | $830 | $830 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,153 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $121,192 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,272,654 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.095228 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $84,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,262,877 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066911 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $70,675 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,297,938 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054452 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $73,627 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,334,527 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055171 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $76,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,317,627 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057679 | DistributionYr5Rt |
| Total Distribution | 0.329441 | TotalDistributionRt |
| Average Distribution | 0.065888 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,281,024 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $84,404 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $212 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $84,616 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $114,368 | 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 | $212 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $212 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $212 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $585 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $585 | TotalPaymentsAndCreditsAmt |
| Overpayment | $373 | OverpaymentAmt |
| Applied To ES Tax | $373 | 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 |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DONNA DRANEY | IndividualWithBooksNm |
| Phone | 7022944399 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 NEVADA WAY SUITE 200 | AddressLine1Txt |
| City | BOULDER CITY | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 890052450 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT W DRANEY | ||||||||
| 410 NEVADA WAY SUITE 200 | BOULDER CITY | NV | 89005 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DONNA TAYLOR DRANEY | ||||||||
| 410 NEVADA WAY SUITE 200 | BOULDER CITY | NV | 89005 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| RYAN TAYLOR DRANEY | ||||||||
| 410 NEVADA WAY SUITE 200 | BOULDER CITY | NV | 89005 | PRESIDENT/TRUSTEE | 0.00 | $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 | $1,261,202 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,330 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,300,532 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,300,532 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,508 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,281,024 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,051 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,051 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $212 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $212 | TotalTaxAmt |
| Distributable Before Adj | $63,839 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $63,839 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $63,839 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $114,368 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $114,368 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $212 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $114,156 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,839 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $10,119 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,206 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,196 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $21,720 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $58,025 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $103,266 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $114,368 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $63,839 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $50,529 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $153,795 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $10,119 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $143,676 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,206 | ExcessFromYear4Amt |
| Excess From Year3 | $6,196 | ExcessFromYear3Amt |
| Excess From Year2 | $21,720 | ExcessFromYear2Amt |
| Excess From Year1 | $58,025 | ExcessFromYear1Amt |
| Excess From Current Year | $50,529 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT W DRANEY | ContributingManagerNm |
| Contributing Manager | DONNA TAYLOR DRANEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOULDER CITY SUNRISE ROTARY | |||||||
| PO BOX 60905 | BOULDER CITY | NV | 89006 | NONE | 501(C)(3) | TO SUPPORT ORGANIZATION'S OBJECTIVES | $40,000 |
| DAN LEACH FOUNDATION - PUTTIN FORE THE KIDS' ANNUAL GOLF TOURNAMENT | |||||||
| PO BOX 60184 | BOULDER CITY | NV | 89006 | NONE | 501(C)(3) | TO SUPPORT CHILDREN'S CHARITIES | $5,000 |
| PUBLIC EDUCATION FOUNDATION | |||||||
| 3360 WEST SAHARA AVE 160 | LAS VEGAS | NV | 89102 | NONE | 501(C)(3) | TO SUPPORT PUBLIC EDUCATION | $21,993 |
| ROTARY INTERNATIONAL | |||||||
| 1560 SHERMAN AVE | EVANSTON | IL | 60201 | NONE | 501(C)(3) | TO SUPPORT ORGANIZATION'S OBJECTIVES | $1,000 |
| FRIENDS OF SANTA JULIA | |||||||
| PO BOX 152 | GORDON | TX | 76453 | NONE | 501(C)(3) | TO SUPPORT CHILDREN'S CHARITIES | $10,000 |
| THE BOULDER CITY HOSPITAL FOUNDATION | |||||||
| 999 ADAMS BLVD SUITE 102 | BOULDER CITY | NV | 89005 | NONE | 501(C)(3) | TO SUPPORT A LOCAL HOSPITAL | $1,000 |
| BOULDER CITY PUBLIC ART SCAPE | |||||||
| 509 HOTEL PLAZA | BOULDER CITY | NV | 89005 | NONE | 501(C)(3) | TO SUPPORT ORGANIZATION'S GOALS | $1,000 |
| ARRUPE JESUIT HIGH SCHOOL | |||||||
| 4343 UTICA ST | DENVER | CO | 80212 | NONE | 501(C)(3) | TO SUPPORT EDUCATION IN THE LOCAL COMMUNITY | $28,525 |
| BOULDER CITY HIGH SCHOOL | |||||||
| 1101 5TH ST | BOULDER CITY | NV | 89005 | NONE | 501(C)(3) | TO SUPPORT EDUCATION IN THE LOCAL COMMUNITY | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $113,518 | 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 | $31,369 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$5,153 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $26,216 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,216 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DONNA DRANEY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1315 ALPINE DRIVE | AddressLine1Txt |
| City | BOULDER CITY | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $25,000 | EOYBookValueAmt |
| EOYFMV | $27,719 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $626,786 | EOYBookValueAmt |
| EOYFMV | $996,493 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $168,786 | BookValueAmt |
| EOYFMV | $193,606 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $100 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK SERVICE CHARGES | Desc |
| Revenue And Expenses Per Books | $32 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $32 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATION FEES | CategoryTxt |
| Amt | $8,908 | Amt |
| Net Investment Income | $8,908 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $468 | Amt |
| Net Investment Income | $468 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |