LIED FOUNDATION TRUST: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LIED FOUNDATION TRUST (EIN 23-7282946)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-04-03
- IRS object ID
- 201200949349100410
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Land Etc 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) |
|---|---|---|
| Timestamp | 2012-04-03T21:13:51-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAYAN & MILES CPAS LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7936 WEST SAHARA AVENUE | AddressLine1 |
| City | LAS VEGAS | City |
| State | NV | State |
| ZIP Code | 89117 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237282946 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIED FOUNDATION TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % CHRISTINA M HIXSON | InCareOfName |
| Name Control | LIED | NameControl |
| Phone | 7028781559 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTINA HIXSON | Name |
| Title | TRUSTEE | Title |
| Date Signed | 2012-04-02 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JASON D PAYAN CPA | Name |
| Phone | 7022339526 | Phone |
| Date Prepared | 2012-04-02 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 18066239 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 10 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 10 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 353183 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 353183 | DividendsNetInvstIncm |
| Gross Rents Rev And Expnss | 715986 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 715986 | GrossRentsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 12973 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2136853 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 12973 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 409 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 409 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 1082561 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1082561 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 144000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 108000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 36000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 129521 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 129521 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 9216 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 9216 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 19575 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 9787 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 9788 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 46732 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 44555 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 2177 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 12315 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 12315 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 2193 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 2193 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 174594 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 174026 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 568 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 538146 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 357899 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 180247 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 3186000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 3186000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 3724146 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 357899 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 3366247 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -2641585 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 724662 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 34027 | CashBOY |
| Cash EOY | 123399 | CashEOY |
| Cash EOYFMV | 123399 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1120852 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 490621 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 490621 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Bonds BOY | 9521168 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 7397289 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 7392866 | InvestmentsCorpBondsEOYFMV |
| Investments Land Etc Basis | 2910807 | InvestmentsLandEtcBasis |
| Accum Deprec Investments Land Etc | 1769746 | AccumDeprecInvestmentsLandEtc |
| Investments Land Etc BOY | 1125265 | InvestmentsLandEtcBOY |
| Investments Land Etc EOY | 1141061 | InvestmentsLandEtcEOY |
| Investments Land Etc EOYFMV | 10043353 | InvestmentsLandEtcEOYFMV |
| Other Assets BOY | 22996 | OtherAssetsBOY |
| Other Assets EOY | 16000 | OtherAssetsEOY |
| Other Assets EOYFMV | 16000 | OtherAssetsEOYFMV |
| Total Assets BOY | 11824308 | TotalAssetsBOY |
| Total Assets EOY | 9168370 | TotalAssetsEOY |
| Total Assets EOYFMV | 18066239 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 20131 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 20231 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 20131 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 20231 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 11804177 | RetainedEarningsBOY |
| Retained Earnings EOY | 9148139 | RetainedEarningsEOY |
| Total Net Assets BOY | 11804177 | TotalNetAssetsBOY |
| Total Net Assets EOY | 9148139 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 11824308 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 9168370 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 11804177 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -2641585 | ExcessOfRevenueOverExpenses |
| Subtotal | 9162592 | Subtotal |
| Other Decreases | 14453 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 9148139 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (16 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| BANK OF CHINA | 2010-10-08 | 2011-01-14 | 250000 | 250000 | ||
| WRIGHT EXP FINL SVCS | 2010-10-08 | 2011-04-20 | 250000 | 250000 | ||
| AMERICAN GENERAL FINANCIAL NOTES | 2004-12-29 | 2011-03-15 | 500000 | 493056 | 6944 | 6944 |
| CIT GROUP HOLDINGS NOTES | 2005-02-07 | 2011-05-02 | 18928 | 22870 | -3942 | -3942 |
| CIT GROUP HOLDINGS NOTES | 2005-02-07 | 2011-10-13 | 9523 | 15436 | -5913 | -5913 |
| LB BADEN-WUERTTEMBERG NY | 2004-12-29 | 2011-09-13 | 530005 | 514116 | 15889 | 15889 |
| MERRILL LYNCH & CO NOTES | 2004-02-04 | 2011-02-09 | 500000 | 500005 | -5 | -5 |
| CIT GROUP HOLDINGS NOTES | 2011-01-31 | 2011-01-31 | 8404 | 8404 | ||
| CIT GROUP HOLDINGS NOTES | 2011-01-31 | 2011-01-31 | 168 | 168 | ||
| CIT GROUP HOLDINGS NOTES | 2011-03-31 | 2011-03-31 | 8404 | 8404 | ||
| CIT GROUP HOLDINGS NOTES | 2011-03-31 | 2011-03-31 | 168 | 168 | ||
| CIT GROUP HOLDINGS NOTES | 2011-05-02 | 2011-05-02 | 23465 | 23465 | ||
| CIT GROUP HOLDINGS NOTES | 2011-05-02 | 2011-05-02 | 469 | 469 | ||
| CIT GROUP HOLDINGS NOTES | 2011-09-30 | 2011-09-30 | 405 | 405 | ||
| CIT GROUP HOLDINGS NOTES | 2011-09-30 | 2011-09-30 | 20247 | 20247 | ||
| FEDERAL HOME LOAN BANK BONDS | 2011-09-20 | 2011-09-20 | 16667 | 16667 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 12973 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 5380581 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 24721621 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.217647 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 11514950 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 32350337 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.355945 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 17525220 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 42967175 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.407875 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 8641803 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 55031627 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.157033 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 8610536 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 57994287 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.148472 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.286972 | TotalDistributionRatio |
| Average Distribution Ratio | 0.257394 | AverageDistributionRatio |
| Net Noncharitable Assets | 18412449 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 4739254 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 7247 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 4746501 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 3366247 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 14493 | InvestmentIncomeExciseTax |
| Subtotal | 14493 | Subtotal |
| Tax Based On Investment Income | 14493 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 16000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 16000 | TotalCreditsAndPayments |
| Overpayment | 1507 | Overpayment |
| Amount Credited To Next Year | 1507 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NE | StatesFiledWith |
| States Filed With | NV | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTINA M HIXSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7028981559 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Relying Curr Notice Disaster Asst2 | X | RelyingCurrNoticeDisasterAsst2 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | CHRISTINA M HIXSON | PersonName |
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 | Title |
| Avg Hours Per Wk Devoted To Position | 40.0 | AvgHoursPerWkDevotedToPosition |
| Compensation | 144000 | Compensation |
| Contri To Empl Benefit Plans Etc | 1749 | ContriToEmplBenefitPlansEtc |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl (3 entries)
| NameName | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Average Hours Per WeekAverageHoursPerWeek | CompensationCompensation |
|---|---|---|---|---|---|---|---|
| WILLIAM W MANN | 5847 BLACK HORSE CIRCLE | NORTH LAS VEGAS | NV | 89031 | MAINTENANCE | 40.0 | 56632 |
| DENNIS H SMITH | 5100 OBANNON DRIVE 49 | LAS VEGAS | NV | 89146 | OFFICE MANAGER | 40.0 | 53800 |
| JACQUELINE KOHNERT-WILCOXSON | 1108 OBERVATION DRIVE 201 | LAS VEGAS | NV | 89128 | ADMINISTRATIVE | 40.0 | 54778 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| 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. | Description1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 8046981 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 602508 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 10043353 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 18692842 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 18692842 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 280393 | CashDeemedCharitable |
| Net Noncharitable Assets | 18412449 | NetNoncharitableAssets |
| Minimum Investment Return | 920622 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 920622 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 14493 | TaxBasedOnInvestmentIncome |
| Total Tax | 14493 | TotalTax |
| Distributable Amount Before Adj | 906129 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 906129 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 906129 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 3366247 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 3366247 | QualifyingDistributions |
| Adj Qualifying Distributions | 3366247 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 906129 | DistributableAmountAsAdjusted |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Excess Distri Carryover Year5 | 8633270 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 5938343 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 15411751 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 9908992 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 4158953 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 44051309 | TotalExcessDistriCarryover |
| Qualifying Distributions | 3366247 | QualifyingDistributions |
| Applied To Current Year | 906129 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 2460118 | RemainingDistriFromCorpus |
| Total Corpus | 46511427 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 8633270 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 37878157 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 5938343 | ExcessFromYear4 |
| Excess From Year3 | 15411751 | ExcessFromYear3 |
| Excess From Year2 | 9908992 | ExcessFromYear2 |
| Excess From Year1 | 4158953 | ExcessFromYear1 |
| Excess From Current Year | 2460118 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | CHRISTINA M HIXSON | RecipientName |
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 Number | 7028781559 | RecipientPhoneNumber |
| Form And Info And Materials | NO PRESCRIBED FORM | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB OF SOUTHERN NEVADA | |||||||
| 6330 SOUTH SANDHILL ROAD SUITE 3 | LAS VEGAS | NV | 89120 | PUBLIC | OPERATING FUNDS FOR ESTABLISHING NEW CLUB IN SOUTHERN HIGHLANDS | $20,000 | |
| CATHOLIC CHARITIES OF SOUTHERN NEVADA | |||||||
| 1501 LAS VEGAS BLVD - NORTH | LAS VEGAS | NV | 89101 | PUBLIC | FOOD FOR DINING FACILITY | $5,000 | |
| KANSAS UNIVERSITY ENDOWMENT ASSOCIATION | |||||||
| THE UNIVERSITY OF KANSAS | LAWRENCE | KS | 51503 | PUBLIC | LIED CENTER FOR PERFORMING ARTS ADDITION & RESERVE ACCOUNT | $2,000 | PO BOX 928 |
| LAS VEGAS RESCUE MISSION | |||||||
| 480 WEST BONANZA ROAD | LAS VEGAS | NV | 89106 | PUBLIC | RENOVATION OF MEN'S SHELTER & FOOD FOR HOMELESS | $5,000 | |
| NEVADA BALLET THEATRE | |||||||
| FUTURE DANCE EDUCATION OUTREACH P | LAS VEGAS | NV | 89134 | PUBLIC | OPERATING FUNDS | $50,000 | 1651 INNER CIRCLE |
| THE ANIMAL FOUNDATION | |||||||
| 655 NORTH MOJAVE ROAD | LAS VEGAS | NV | 89101 | PUBLIC | OPERATING FUNDS | $50,000 | |
| THE SALVATION ARMY | |||||||
| 2900 PALOMINO LANE | LAS VEGAS | NV | 89126 | PUBLIC | ADULT REHABILITATION PROGRAMS & MEALS IN LIED DINING ROOM | $29,000 | PO BOX 28369 |
| IOWA STATE UNIVERSITY FOUNDATION | |||||||
| 2505 UNIVERSITY BLVD | AMES | IA | 500102230 | PUBLIC | LLOYD VETERINARY MEDICAL CENTER PHASE II RENOVATION | $3,000,000 | PO BOX 2230 |
| ARBOR DAY FOUNDATION | |||||||
| PO BOX 81415 | LINCOLN | NE | 685011415 | PUBLIC | NATURE EXPLORE PROGRAM | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 3186000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $353,193 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $715,986 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $12,973 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $409 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,082,561 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1082561 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $19,575 | Amount |
| Net Investment Income | 9787 | NetInvestmentIncome |
| Disbursements Charitable Prps | 9788 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | FIXED INCOME SECURITIES | NameOfBond |
| EOY Book Value | 7397289 | EOYBookValue |
| EOYFMV | 7392866 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $9,216 | Amount |
| Net Investment Income | 9216 | NetInvestmentIncome |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEPOSITS | Description |
| BOY Book Value | 22996 | BOYBookValue |
| EOY Book Value | 16000 | EOYBookValue |
| EOYFMV | 16000 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR PERIOD ADJUSTMENT- INCOME TAX PMT | Description |
| Amount | $14,453 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INSURANCE | 44427 | 44427 | |
| AUTOMOBILE | 568 | 568 | |
| MISCELLANEOUS | 3266 | 3266 | |
| REPAIRS & MAINTENANCE | 93223 | 93223 | |
| SEWER, DISPOSAL, DUMPSTER | 7792 | 7792 | |
| UTILITIES | 25318 | 25318 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER MISCELLANEOUS INCOME | Description |
| Revenue And Expenses Per Books | 409 | RevenueAndExpensesPerBooks |
| Net Investment Income | 409 | NetInvestmentIncome |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECURITY DEPOSITS | Description |
| BOY Book Value | 20131 | BOYBookValue |
| EOY Book Value | 20231 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PAYROLL TAXES | $30,604 | 28427 | 2177 |
| REAL ESTATE TAXES - WGATE | $16,125 | 16125 | |
| OTHER TAXES | $3 | 3 |