THE MEL & RUTH WOLZINGER FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE MEL & RUTH WOLZINGER FOUNDATION (EIN 88-0468356)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201421339349102282
- Schema version
- 2013v3.0
- 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 Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-13T15:47:20-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6817 S Eastern Ave Suite 101 | AddressLine1 |
| City | Las Vegas | City |
| State | NV | State |
| ZIP Code | 89119 | 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 | 880468356 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wolzinger Family Foundation | BusinessNameLine1 |
| Business Name Line2 | Mel Wolzinger President | BusinessNameLine2 |
| 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 | 3100 Skipworth Drive | AddressLine1 |
| City | Las Vegas | City |
| State | NV | State |
| ZIP Code | 891073242 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Melvin Wolzinger | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7022482144 | PhoneNum |
| Signature | 2014-05-12 | 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 | 2014-05-09 | 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 | $5,209,054 | 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 | $19,040 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $180,912 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $179,506 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $101,523 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $98,109 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$9,371 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,222,150 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $292,104 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $277,615 | 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 | $9,185 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,185 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,496 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $871 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $64 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,745 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,056 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $240,188 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $240,188 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $255,933 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,056 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $240,188 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $36,171 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $267,559 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $342,477 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $166,616 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $166,616 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $5,625 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $6,680 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,680 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $3,752,897 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,026,675 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,864,258 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,234,911 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,197,288 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,171,500 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,335,910 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,397,259 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,209,054 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,610 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $26,788 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,610 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,788 | 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 | $5,192,131 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,228,302 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,334,300 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,370,471 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,335,910 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,397,259 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,334,300 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $36,171 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,370,471 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,370,471 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| 1,000.00 Shares Brookfield Global | P | 2013-09-25 | 2013-09-27 | $321 | $321 | $321 | |
| 500.00 Shares Zions Bancorp | P | 2012-01-17 | 2013-09-16 | $12,500 | -$521 | -$521 | $13,021 |
| 1,000.00 Shares Constellation Energy Group | P | 2008-06-20 | 2013-06-17 | $25,000 | $0 | $0 | $25,000 |
| 1,000.00 Shares Federated Enhanced Treas | P | 2010-01-26 | 2013-03-27 | $13,698 | -$3,644 | -$3,644 | $17,342 |
| 1,000.00 Shares Georgia Power | P | 2009-04-17 | 2013-11-01 | $25,000 | -$2,771 | -$2,771 | $27,771 |
| 1,250.00 Shares Nuveen Diversified | P | 2007-04-25 | 2013-03-27 | $16,230 | -$5,692 | -$5,692 | $21,922 |
| 1,000.00 Shares Nuveen Investment | P | 2009-09-22 | 2013-03-27 | $15,859 | $2,118 | $2,118 | $13,741 |
| 500.00 Shares NV Energy Inc | P | 2009-03-04 | 2013-12-20 | $11,875 | $7,424 | $7,424 | $4,451 |
| 3,000.00 Shares Stanley Blck & Dckers | P | 2012-07-19 | 2013-07-11 | $73,494 | -$1,506 | -$1,506 | $75,000 |
| 2,000.00 Shares Ventas Realty | P | 2013-02-28 | 2013-11-14 | $43,254 | -$6,746 | -$6,746 | $50,000 |
| 1,000.00 Shares Pioneer Municipal High | P | 2009-12-04 | 2013-03-27 | $15,798 | $2,117 | $2,117 | $13,681 |
| 1,000.00 Shares Wells Fargo Cap | P | 2008-03-05 | 2013-03-15 | $25,000 | $0 | $0 | $25,000 |
| 500.00 Shares Western Asset Global | P | 2009-06-04 | 2013-03-27 | $6,458 | $1,792 | $1,792 | $4,666 |
| GNMA II Pass Thru | P | 2012-12-31 | 2013-12-31 | $4,789 | $0 | $0 | $4,789 |
| Prior Period Adjustments | P | 2012-12-31 | 2013-12-31 | $1,410 | $1,410 | $1,410 | |
| 4,000.00 Shares DTE Energy CO | P | 2012-09-25 | 2013-07-10 | $92,675 | -$7,325 | -$7,325 | $100,000 |
| 100,000.00 Shares Morgan Stanley | P | 2012-06-01 | 2013-03-27 | $100,000 | $2,820 | $2,820 | $97,180 |
| 2,000.00 Shares BB&T Corp | P | 2012-04-26 | 2013-07-11 | $49,211 | -$789 | -$789 | $50,000 |
| 4,000.00 Shares Charles Schwab | P | 2012-05-30 | 2013-11-14 | $91,047 | -$8,953 | -$8,953 | $100,000 |
| 4,000.00 Shares American Intnl Group | P | 2007-05-31 | 2013-06-17 | $100,000 | $0 | $0 | $100,000 |
| 5,000.00 Shares Bank of America | P | 2008-05-20 | 2013-05-01 | $125,000 | $0 | $0 | $125,000 |
| 100,000.00 Shares Bank of New York Mellon | P | 2010-08-16 | 2013-09-10 | $100,000 | -$1,877 | -$1,877 | $101,877 |
| 50,000.00 Shares Cigna Corp | P | 2011-11-29 | 2013-06-12 | $51,795 | $2,965 | $2,965 | $48,830 |
| 1,500.00 Shares Credit Suisse | P | 2008-03-25 | 2013-03-28 | $37,500 | $0 | $0 | $37,500 |
| 75,000.00 Shares Dow Chemical Co | P | 2010-09-13 | 2013-09-16 | $75,000 | $0 | $0 | $75,000 |
| 100,000.00 Shares Morgan Stanley | P | 2009-09-16 | 2013-04-01 | $101,326 | $1,576 | $1,576 | $99,750 |
| Capital Gains Dividends | P | $7,910 | $7,910 | $7,910 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$9,371 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $241,462 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,167,834 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046724 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $196,050 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,924,035 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039815 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $222,884 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,786,458 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046566 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $209,942 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,330,578 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048479 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $210,213 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,628,269 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045419 | DistributionYr5Rt |
| Total Distribution | 0.227003 | TotalDistributionRt |
| Average Distribution | 0.045401 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,315,789 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $241,342 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,676 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $244,018 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $240,188 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,351 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,351 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,351 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,387 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,387 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,036 | OverpaymentAmt |
| Applied To ES Tax | $1,036 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Melvin Wolzinger | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7029332213 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 Skipworth | AddressLine1 |
| City | Las Vegas | City |
| State | NV | State |
| ZIP Code | 89107 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | ||||||||
| 201 Glenwood Circle Unit 100 | Monterey | CA | 93940 | Treasurer | 0.10 | $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 | $4,988,593 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $408,147 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,396,740 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,396,740 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,951 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,315,789 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $265,789 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $265,789 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,351 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,351 | TotalTaxAmt |
| Distributable Before Adj | $260,438 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $260,438 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $260,438 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $240,188 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $240,188 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $240,188 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $260,438 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $232,163 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $240,188 | QualifyingDistributionsAmt |
| Applied To Year1 | $232,163 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,025 | 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 | $252,413 | 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 (47 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Action Fund for Blind Children | |||||||
| 1800 Johnson Street | Baltimore | MD | 21230 | None | Public Charity | General Support | $1,000 |
| American Friends of Magen David Adom | |||||||
| 6505 Wilshire Blvd Suite 650 | Los Angeles | CA | 90048 | None | Public Charity | General Support | $1,000 |
| Cleveland Clinic - Glickman Urological and Kidney Institute | |||||||
| 3050 Science Park Drive | Beachwood | OH | 44122 | None | Public Charity | General Support | $35,000 |
| Cleveland Clinic - Glickman Urological and Kidney Institute | |||||||
| 3050 Science Park Drive | Beachwood | OH | 44122 | None | Public Charity | General Support | $35,000 |
| Disabled Veterans National Foundation | |||||||
| 1020 19th St NW Suite 475 | Washington | DC | 20036 | None | Public Charity | General Support | $150 |
| Foundation Fighting Blindness | |||||||
| 7168 Columbia Gateway Dr Ste 100 | Columbia | MD | 21046 | None | Public Charity | General Support | $500 |
| JBI International | |||||||
| 110 East 30th Street | New York | NY | 10016 | None | Public Charity | General Support | $1,000 |
| American Foundation for the Blind | |||||||
| 2 Penn Plaza Suite 1102 | New York | NY | 10001 | None | Public Charity | General Support | $200 |
| American Heart Association | |||||||
| 1710 Gilbreth Road | Burlingame | CA | 94010 | None | Public Charity | General Support | $10,000 |
| John Hopkins | |||||||
| 1800 Orleans Street | Baltimore | MD | 21287 | None | Public Charity | General Support | $10,000 |
| Liberty Institute | |||||||
| 2001 West Plano Pkwy Ste 1600 | Plano | TX | 75075 | None | Public Charity | General Support | $100 |
| Lions Eye Foundation of California-Nevada | |||||||
| PO Box 7999 | San Francisco | CA | 94120 | None | Public Charity | General Support | $2,500 |
| Blinded Veterans Association | |||||||
| 477 H Street NW | Washington | DC | 20001 | None | Public Charity | General Support | $2,000 |
| Blinded Veterans Association | |||||||
| 477 H Street NW | Washington | DC | 20001 | None | Public Charity | General Support | $2,500 |
| Mercy Corps | |||||||
| 45 SW Ankeny Street | Portland | OR | 97204 | None | Public Charity | General Support | $200 |
| Braille Institute | |||||||
| 741 North Vermont Avenue | Los Angeles | CA | 90029 | None | Public Charity | General Support | $250 |
| Nathan Adelson Hospice | |||||||
| 4131 Swenson Street | Las Vegas | NV | 89119 | None | Public Charity | General Support | $5,000 |
| Paws for Purple Hearts | |||||||
| 5860 Labath Ave Suite A | Rohnert Park | CA | 94928 | None | Public Charity | General Support | $1,000 |
| Seeing Eye | |||||||
| PO Box 375 | Morristown | NJ | 07963 | None | Public Charity | General Support | $3,000 |
| The Israel Youth Village | |||||||
| 770 Eastern Pkwy | Brooklyn | NY | 11213 | None | Public Charity | General Support | $1,000 |
| VFW National Home for Children | |||||||
| 3573 South Waverly Rd | Eaton Rapids | MI | 48827 | None | Public Charity | General Support | $2,000 |
| Colel Chabad | |||||||
| 806 Eastern Parkway | Brooklyn | NY | 112139986 | None | Public Charity | General Support | $1,500 |
| Covenant House | |||||||
| 481 Eight Avenue | New York | NY | 10001 | None | Public Charity | General Support | $350 |
| Covenant House | |||||||
| 481 Eight Avenue | New York | NY | 10001 | None | public Charity | General Support | $1,000 |
| Wonderwork 202020 | |||||||
| 420 Fifth Avenue | New York | NY | 10018 | None | Public Charity | General Support | $2,000 |
| Wounded Warrior Project | |||||||
| 4899 Belfort Road Ste 300 | Jacksonville | FL | 32256 | None | Public Charity | General Support | $200 |
| Orbis International | |||||||
| 520 8th Avenue 11th Floor | New York | NY | 10018 | None | Public Charity | General Support | $100 |
| Armed Forces Aid Campaign | |||||||
| 1111 S Abilene Ct | Aurora | CO | 80012 | None | Public Charity | General Support | $188 |
| Help Our Wounded | |||||||
| 402 W Palm Valley Blvd Suite A | Round Rock | TX | 78664 | NOne | Public Charity | General Support | $200 |
| International Eye Foundation | |||||||
| 10801 Connecticut Avenue | Kensington | MD | 20895 | None | Public Charity | General Support | $175 |
| John Hagee Ministries | |||||||
| PO Box 1400 | San Antonio | TX | 782959951 | None | Public Charity | General Support | $10,000 |
| Judicial Watch | |||||||
| 425 Third Street SW Ste 800 | Washington | DC | 20024 | None | Public Charity | General Support | $100 |
| Junior Blind of America | |||||||
| 5300 Angeles Vista Blvd | Los Angeles | CA | 90043 | None | Public Charity | General Support | $500 |
| Keep Memory Alive (Cleveland Clinc) | |||||||
| 888 W Bonneville Ave | Las Vegas | NV | 89106 | None | Public Charity | General Support | $30,000 |
| Las Vegas Rescue Mission | |||||||
| 480 West Bonanza Road | Las Vegas | NV | 891063227 | None | Public Charity | General Support | $250 |
| Las Vegas Rescue Mission | |||||||
| 480 West Bonanza Road | Las Vegas | NV | 891063227 | None | Public Charity | General Support | $150 |
| Learning Ally | |||||||
| 20 Roszel Road | Princeton | NJ | 08540 | None | Public Charity | General Support | $2,000 |
| Make A Wish Foundation | |||||||
| PO Box 97104 | Washington | DC | 200907104 | None | Public Charity | General Support | $1,500 |
| Paralyzed Veterans of America | |||||||
| 801 Eighteenth Street NW | Washington | DC | 200063517 | None | Public Charity | General Support | $175 |
| Safenest | |||||||
| 2915 West Charleston Ste 12 | Las Vegas | NV | 89102 | None | Public Charity | General Support | $5,000 |
| Salvation Army | |||||||
| PO Box 28369 | Las Vegas | NV | 891262369 | None | Public Charity | General Support | $10,000 |
| Samaritan's Purse | |||||||
| PO Box 3000 | Boone | NC | 28607 | None | Public Charity | General Support | $10,000 |
| Temple Beth Sholom | |||||||
| 10700 Havenwood Lane | Las Vegas | NV | 89135 | None | Public Charity | General Support | $10,000 |
| Temple Beth Sholom | |||||||
| 10700 Havenwood Lane | Las Vegas | NV | 89135 | None | Public Charity | General Support | $25,000 |
| Temple Beth Sholom | |||||||
| 10700 Havenwood Lane | Las Vegas | NV | 89135 | None | Public Charity | General Support | $1,400 |
| Shade Tree | |||||||
| PO Box 669 | Las Vegas | NV | 89125 | None | Public Charity | General Support | $5,000 |
| UNLV Foundation | |||||||
| 4505 S Maryland Pkwy 451006 | Las Vegas | NV | 891541006 | None | Public Charity | General Support | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $240,188 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $180,912 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $101,523 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$9,371 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $273,064 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $273,064 | 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 | JA Johnson and CW Wolzinger CLAT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 Skipworth | AddressLine1 |
| City | Las Vegas | City |
| State | NV | State |
| ZIP Code | 89107 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $19,040 | 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 | $9,185 | Amt |
| Net Investment Income | $9,185 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Investments - 9771 | StockNm |
| EOY Book Value | $4,026,675 | EOYBookValueAmt |
| EOYFMV | $3,864,258 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Investments - 6158 | AT COST | $1,187,908 | $1,162,120 |
| A/R-Investments in Transit | AT COST | $9,380 | $9,380 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Broker Fees | $62 | $0 | $0 |
| Amortization | $2 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Outstanding Checks | Desc |
| BOY Book Value | $1,610 | BOYBookValueAmt |
| EOY Book Value | $26,788 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax | $871 | $871 | $0 |
| Taxes | $5,625 | $0 | $0 |