LIED FOUNDATION TRUST: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LIED FOUNDATION TRUST (EIN 23-7282946)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-10
- IRS object ID
- 201401009349100415
- Schema version
- 2013v3.1
- 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
- Compensation Explanation
- Depreciation Schedule
- Employee Compensation Expln
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Land Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-10T13:13:11-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAYAN & PAYAN CPAS LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7936 W SAHARA AVENUE | AddressLine1 |
| City | LAS VEGAS | City |
| State | NV | State |
| ZIP Code | 89117 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | LAS VEGAS | City |
| State | NV | State |
| ZIP Code | 89102 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINA M HIXSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7028781559 | PhoneNum |
| Signature | 2014-04-09 | 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 | 2014-04-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,483,466 | 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 | $257,894 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $258,995 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $257,894 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $8,379 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,379 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $8,379 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $399,532 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $399,532 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $399,532 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $399,532 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $3,484 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,772,606 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $39 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $39 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $39 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $669,328 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $666,945 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $665,844 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $37,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $104,750 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $104,750 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,244 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,244 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $14,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,288 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,287 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $37,669 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $36,963 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $706 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $16,338 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $16,338 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $183,658 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $183,281 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $377 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $408,234 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $282,614 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $125,620 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,134,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,134,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,542,234 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $282,614 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,259,620 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$872,906 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $384,331 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $665,844 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $169,083 | CashBOYAmt |
| Cash EOY | $285,988 | CashEOYAmt |
| Cash EOYFMV | $285,988 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $903,358 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,686,964 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,686,964 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $6,524,378 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,737,475 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,596,646 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $2,612,527 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $1,801,129 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $809,704 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $811,398 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $4,913,868 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $17,587 | OtherAssetsBOYAmt |
| Total Assets BOY | $8,424,110 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,521,825 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,483,466 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $20,231 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $20,231 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $20,231 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,231 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $8,403,879 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,501,594 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,403,879 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,501,594 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,424,110 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,521,825 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,403,879 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$872,906 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,530,973 | SubtotalAmt |
| Other Decreases | $29,379 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,501,594 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,120,587 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,812,566 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.477702 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,366,247 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $18,412,449 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.182825 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,380,581 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $24,721,621 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.217647 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $11,514,950 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $32,350,337 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.355945 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,525,220 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $42,967,175 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.407875 | DistributionYr5Rt |
| Total Distribution | 1.641994 | TotalDistributionRt |
| Average Distribution | 0.328399 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,503,092 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,777,604 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,843 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,781,447 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,259,620 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,687 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,687 | SubtotalAmt |
| Tax Based On Investment Income | $7,687 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,780 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,780 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,093 | OverpaymentAmt |
| Applied To ES Tax | $3,093 | 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 | AddressLine1 |
| City | LAS VEGAS | City |
| State | NV | State |
| ZIP Code | 89102 | ZIPCode |
| 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 |
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 | AddressLine1 |
| City | LAS VEGAS | City |
| State | NV | State |
| ZIP Code | 89102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $50,000 | CompensationAmt |
| Employee Benefit Program | $910 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $9,245 |
| DENNIS H SMITH | |||||||
| 5100 OBANNON DRIVE APT 49 | LAS VEGAS | NV | 89146 | OFFICE MANAG | 40.00 | $53,800 | $11,151 |
| 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 | $5,101,963 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,662,435 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,913,868 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,678,266 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $11,678,266 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $175,174 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,503,092 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $575,155 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $575,155 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,687 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,687 | TotalTaxAmt |
| Distributable Before Adj | $567,468 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $567,468 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $567,468 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,259,620 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,259,620 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,259,620 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $567,468 | DistributableAsAdjustedAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $15,411,751 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,908,992 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,158,953 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,460,118 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,493,413 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $37,433,227 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,259,620 | QualifyingDistributionsAmt |
| Applied To Current Year | $567,468 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $692,152 | RemainingDistriFromCorpusAmt |
| Total Corpus | $38,125,379 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $15,411,751 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $22,713,628 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,908,992 | ExcessFromYear4Amt |
| Excess From Year3 | $4,158,953 | ExcessFromYear3Amt |
| Excess From Year2 | $2,460,118 | ExcessFromYear2Amt |
| Excess From Year1 | $5,493,413 | ExcessFromYear1Amt |
| Excess From Current Year | $692,152 | 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 | AddressLine1 |
| City | LAS VEGAS | City |
| State | NV | State |
| ZIP Code | 89102 | ZIPCode |
| 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 (10 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | 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 |
| LAS VEGAS RESCUE MISSION | ||||||||
| 480 WEST BONANZA ROAD | LAS VEGAS | NV | 891063227 | PUBLIC | FEED THE HOMELESS IN LAS VEGAS | $100,000 | ||
| NEBRASKA HUMANE SOCIETY | ||||||||
| 8929 FORT STREET | OMAHA | NE | 68134 | PUBLIC | ANIMAL SHELTER AND MEDICAL CARE | $100,000 | ||
| NEVADA BALLET THEATRE | ||||||||
| 1651 INNER CIRCLE | LAS VEGAS | NV | 89134 | PUBLIC | FUND GENERAL OPERATIONS | $100,000 | ||
| THE ANIMAL FOUNDATION | ||||||||
| 655 NORTH MOHAVE ROAD | LAS VEGAS | NV | 89101 | PUBLIC | GENERAL OPERATIONS OF ANIMAL SHELTER | $100,000 | ||
| THE SALVATION ARMY | ||||||||
| 2900 PALOMINO LANE | PO BOX 28369 | LAS VEGAS | NV | 89126 | PUBLIC | ADULT REHABILITATION PROGRAMS/MEALS | $124,000 | |
| UNIVERSITY OF KANSAS | ||||||||
| PO BOX 928 | LAWRENCE | KS | 66044 | PUBLIC | ENDOWMENT | $300,000 | ||
| REBEL GOLF FOUNDATION | ||||||||
| 4505 MARYLAND PARKWAY | LAS VEGAS | NV | 89154 | PUBLIC | ENDOWMENT | $100,000 | ||
| AMHERST PUBLIC SCHOOLS | ||||||||
| PO BOX 8 | AMHERST | NE | 68812 | PUBLIC | RENOVATION OF GYMNASIUM | $10,000 | ||
| OPPORTUNITY VILLAGE | ||||||||
| 6300 W OAKEEY BLVD | LAS VEGAS | NV | 89146 | PUBLIC | JOB DISCOVERY PROGRAM | $100,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,134,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $257,894 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,379 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $399,532 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,484 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $39 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $669,328 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $669,328 | 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 | $14,575 | Amt |
| Net Investment Income | $7,288 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,287 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINA M HIXSON | PersonNm |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DEPRECIATION | PropertyDesc |
| Current Year Expense | $16,338 | CurrentYearExpenseAmt |
Employee Compensation Expln EmployeeCompensationExpln
Employee Comp Explanation EmployeeCompExplanationGrp (2 entries)
| EmployeeEmployeeNm |
|---|
| WILLIAM W MANN |
| DENNIS H SMITH |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (15 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| BANK OF CHINA | 2012-08 | PURCHASE | 2013-05 | $100,000 | $100,000 | ||
| WORLD FINANCIAL NETWORK | 2012-08 | PURCHASE | 2013-05 | $100,000 | $100,000 | ||
| AMER EXP CENTURION BK | 2010-01 | PURCHASE | 2013-02 | $250,000 | $250,000 | ||
| ANHEUSER-BUSH COS INC. | 2003-03 | PURCHASE | 2013-10 | $520,539 | $517,500 | $6 | $3,033 |
| ATLANTIC CITY ELECTRIC | 2004-07 | PURCHASE | 2013-08 | $500,000 | $574,265 | $5 | -$74,270 |
| BANK OF CHINA | 2012-08 | PURCHASE | 2013-08 | $100,000 | $100,000 | ||
| BLOCK FINANCIAL CORP | 2004-12 | PURCHASE | 2013-10 | $517,244 | $505,750 | $6 | $11,488 |
| CRYSTAL LAKE BK & TR | 2010-01 | PURCHASE | 2013-02 | $250,000 | $250,000 | ||
| DILLARDS INC | 1998-08 | PURCHASE | 2013-10 | $538,944 | $500,000 | $5 | $38,939 |
| GE MONEY BANK | 2010-04 | PURCHASE | 2013-04 | $250,000 | $250,000 | ||
| GEON COMPANY | 1999-05 | PURCHASE | 2013-10 | $545,879 | $500,000 | $5 | $45,874 |
| GOLDMAN SACHS BANK | 2012-08 | PURCHASE | 2013-08 | $100,000 | $100,000 | ||
| NETLIFE BANK | 2010-10 | PURCHASE | 2013-10 | $250,000 | $250,000 | ||
| MIDFIRST BANK | 2010-01 | PURCHASE | 2013-02 | $250,000 | $250,000 | ||
| WELLS FARGO COMPANY | 2004-02 | PURCHASE | 2013-10 | $500,000 | $521,575 | $5 | -$21,580 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME SECURITIES | BondNm |
| EOY Book Value | $4,737,475 | EOYBookValueAmt |
| EOYFMV | $4,596,646 | 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 | $2,612,527 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,801,129 | AccumulatedDepreciationAmt |
| Book Value | $811,398 | BookValueAmt |
| EOYFMV | $4,913,868 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $1,244 | LegalFeesAmt |
| Net Investment Income | $1,244 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt |
|---|---|
| DEPOSITS | $17,507 |
| OTHER ASSET | $80 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PRIOR PERIOD ADJUSTMENT - INCOME TAX PMT | $6,728 |
| PRIOR PERIOD ADJUSTMENT | $22,651 |
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 | $1,945 | $1,945 | |
| POSTAGE | $255 | $255 | |
| INSURANCE | $44,067 | $44,067 | |
| MISCELLANEOUS | $135 | $135 | |
| TRAVEL | $1,897 | $1,897 | |
| TELEPHONE | $4,008 | $4,008 | |
| REPAIRS & MAINTENANCE | $94,700 | $94,700 | |
| SEWER & DISPOSAL | $8,565 | $8,565 | |
| UTILITIES | $27,709 | $27,709 | |
| AUTOMOBILE EXPENSE | $377 | $377 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $39 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $39 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $39 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $20,231 | BOYBookValueAmt |
| EOY Book Value | $20,231 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER TAXES | $3 | $3 | |
| PAYROLL TAXES | $22,231 | $21,525 | $706 |
| PROPERTY TAXES | $15,435 | $15,435 |