THE MEL & RUTH WOLZINGER FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE MEL & RUTH WOLZINGER FOUNDATION (EIN 88-0468356)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-10
- IRS object ID
- 201241319349101104
- 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
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-10T12:28:27-05:00 | 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 | GERETY & ASSOCIATES CPAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6817 S EASTERN AVE STE 101 | AddressLine1 |
| City | LAS VEGAS | City |
| State | NV | State |
| ZIP Code | 891194684 | 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 | 880468356 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLZINGER FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WOLZ | NameControl |
| Phone | 7022482144 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MEL WOLZINGER | Name |
| Title | PRESIDENT | Title |
| Phone | 7022482144 | Phone |
| Date Signed | 2012-05-03 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Prepared | 2012-05-08 | 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 | 5050762 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 19040 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 259796 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 253244 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 18015 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1359668 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 18015 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 15026 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 15026 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 311877 | TotalRevenueAndExpenses |
| Total Net Investment Income | 286285 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 3263 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3263 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 476 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 476 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 5453 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1283 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 1 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 9193 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5023 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 196050 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 196050 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 205243 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5023 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 196050 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 106634 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 281262 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 174078 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 200910 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 200910 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 3980 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 4200 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 4200 | PrepaidExpensesEOYFMV |
| Investments Other BOY | 4960879 | InvestmentsOtherBOY |
| Investments Other EOY | 5040461 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 4845652 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 5138937 | TotalAssetsBOY |
| Total Assets EOY | 5245571 | TotalAssetsEOY |
| Total Assets EOYFMV | 5050762 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 142169 | CapitalStockBOY |
| Capital Stock EOY | 142169 | CapitalStockEOY |
| Retained Earnings BOY | 4996768 | RetainedEarningsBOY |
| Retained Earnings EOY | 5103402 | RetainedEarningsEOY |
| Total Net Assets BOY | 5138937 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5245571 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5138937 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5245571 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5138937 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 106634 | ExcessOfRevenueOverExpenses |
| Subtotal | 5245571 | Subtotal |
| Total Net Assets Fund Balances EOY | 5245571 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (19 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 44.4800 SHARES MONEY MKT OBLIGS TR | P | 2011-01-01 | 2011-06-21 | 44 | 44 | ||
| 80,000.00 SHARES MORGAN STANLEY | P | 2010-01-21 | 2011-07-25 | 80000 | 80005 | -5 | -5 |
| 500.0000 SHARES NISKA GAS STORAGE | P | 2011-06-02 | 2011-11-22 | 4419 | 9361 | -4942 | -4942 |
| 45,000.00 SHARES MORGAN STANLEY | P | 2009-12-22 | 2011-06-22 | 45000 | 45005 | -5 | -5 |
| 31,400.00 SHARES MONEY MKT OBLIGS | P | 2008-07-15 | 2011-06-09 | 31395 | 31401 | -6 | -6 |
| 40,000.00 SHARES MOTOROLA INC. | P | 2007-07-30 | 2011-06-21 | 43460 | 39066 | 4394 | 4394 |
| 364,851.1600 SHARES MONEY MKT OBLIGS | P | 2008-07-15 | 2011-06-21 | 364846 | 364862 | -16 | -16 |
| 100,000.00 SHARES TRANS CANADA PIPEL | P | 2010-05-12 | 2011-08-22 | 112708 | 100049 | 12659 | 12659 |
| 1,000.0000 SHARES PEYTO EXPLORATION | P | 2009-04-17 | 2011-08-23 | 22073 | 7464 | 14609 | 14609 |
| GMNA II PASS THRU | P | 2010-01-01 | 2011-12-31 | 20042 | 20042 | ||
| 2,000.00 SHARES NUVEEN ENERGY | P | 2011-02-23 | 2011-11-25 | 32563 | 38104 | -5541 | -5541 |
| 1,500.00 SHARES ALABAMA POWER | P | 2006-06-07 | 2011-06-20 | 37500 | 37500 | ||
| 4,500.00 SHARES CBS CORP | P | 2007-03-20 | 2011-01-26 | 112688 | 112500 | 188 | 188 |
| 47,000.00 SHARES FHLMC | P | 2009-05-08 | 2011-04-27 | 48154 | 49473 | -1319 | -1319 |
| 35,000.00 SHARES FHLMC | P | 2009-06-26 | 2011-04-27 | 35685 | 35836 | -151 | -151 |
| 2,000.00 SHARES FIFTH THIRD CAP | P | 2007-10-23 | 2011-01-14 | 49434 | 50000 | -566 | -566 |
| 0.2892 FIRST TR STRATEGIC HIGH | P | 2007-03-27 | 2011-10-04 | 4 | 20 | -16 | -16 |
| 532,000.00 SHARES GNMA II PASS THRU | P | 2010-01-01 | 2011-12-31 | 268111 | 270916 | -2805 | -2805 |
| 50,000.00 SHARES MORGAN STANLEY | P | 2010-05-14 | 2011-08-29 | 50000 | 50005 | -5 | -5 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 18015 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -10483 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 222884 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4786458 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.046566 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 209942 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4330578 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.048479 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 210213 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4628269 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.045419 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 318161 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5058577 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.062895 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 120000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4644236 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.025838 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.229197 | TotalDistributionRatio |
| Average Distribution Ratio | 0.045839 | AverageDistributionRatio |
| Net Noncharitable Assets | 4924035 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 225713 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2813 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 228526 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 196050 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 5625 | InvestmentIncomeExciseTax |
| Subtotal | 5625 | Subtotal |
| Tax Based On Investment Income | 5625 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4200 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 4200 | TotalCreditsAndPayments |
| Tax Due | 1425 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| 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 |
| 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 | MELVIN WOLZINGER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7029332213 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 SKIPWORTH | AddressLine1 |
| City | LAS VEGAS | City |
| State | NV | State |
| ZIP Code | 89107 | ZIPCode |
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 | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| 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 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 | ||||||||
| 3100 SKIPWORTH DRIVE | LAS VEGAS | NV | 89102 | TREASURER | 0.10 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 4723431 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 275589 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4999020 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 4999020 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 74985 | CashDeemedCharitable |
| Net Noncharitable Assets | 4924035 | NetNoncharitableAssets |
| Minimum Investment Return | 246202 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 246202 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 5625 | TaxBasedOnInvestmentIncome |
| Total Tax | 5625 | TotalTax |
| Distributable Amount Before Adj | 240577 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 240577 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 240577 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 196050 | ExpensesAndContributions |
| Qualifying Distributions | 196050 | QualifyingDistributions |
| Adj Qualifying Distributions | 196050 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 240577 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 176624 | UndistributedIncomePriorYear |
| Qualifying Distributions | 196050 | QualifyingDistributions |
| Applied To Year1 | 176624 | AppliedToYear1 |
| Applied To Current Year | 19426 | AppliedToCurrentYear |
| Undistributed Income CY | 221151 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MELVIN B WOLZINGER | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (30 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| COLEL CHABAD | ||||||||
| 806 EASTERN PKWY | BROOKLYN | NY | 112139986 | NONE | 501C3 | GENERAL SUPPORT | $360 | |
| JEWISH THEOLOGICAL SEMINARY (JTS) | ||||||||
| 3080 BROADWAY | NEW YORK | NY | 100274649 | NONE | 501C3 | GENERAL SUPPORT | $25,000 | |
| TEMPLE BETH SHOLOM | ||||||||
| 10700 HAVENWOOD LANE | LAS VEGAS | NV | 89135 | NONE | 501C3 | GENERAL SUPPORT | $50,000 | |
| PACIFIC LEGAL FUND | ||||||||
| 3900 LENNANE DR 200 | SACRAMENTO | CA | 95834 | NONE | 501C3 | GENERAL SUPPORT | $1,500 | |
| COLEL CHABAD | ||||||||
| 806 EASTERN PKWY | BROOKLYN | NY | 112139986 | NONE | 501C3 | GENERAL SUPPORT | $1,000 | |
| FEEDING AMERICA | ||||||||
| 35 E WACKER DR 2000 | CHICAGO | IL | 60601 | NONE | 501C3 | GENERAL SUPPORT | $1,000 | |
| UNITED STATES JUSTICE FOUNDATION | ||||||||
| 932 D ST STE 3 | RAMONA | CA | 92065 | NONE | 501C3 | GENERAL SUPPORT | $590 | |
| TEMPLE BETH SHOLOM | ||||||||
| 10700 HAVENWOOD LANE | LAS VEGAS | NV | 89135 | NONE | 501C3 | GENERAL SUPPORT | $10,000 | |
| TEMPLE BETH SHOLOM | ||||||||
| 10700 HAVENWOOD LANE | LAS VEGAS | NV | 89135 | NONE | 501C3 | GENERAL SUPPORT | $250 | |
| TEMPLE BETH SHOLOM | ||||||||
| 10700 HAVENWOOD LANE | LAS VEGAS | NV | 89135 | NONE | 501C3 | GENERAL SUPPORT | $10,000 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| 4899 BELFORT ROAD 300 | JACKSONVILLE | FL | 32256 | NONE | 501C3 | GENERAL SUPPORT | $500 | |
| THREE SQUARE FOOD BANK | ||||||||
| 4190 N PECOS ROAD | LAS VEGAS | NV | 89115 | NONE | 501C3 | GENERAL SUPPORT | $500 | |
| COVENANT HOUSE | ||||||||
| PO BOX 731 | NEW YORK | NY | 10108 | NONE | 501C3 | GENERAL SUPPORT | $150 | |
| RONALD MCDONALD HOUSE CHARITIES | ||||||||
| 2323 POTOSI STREET | LAS VEGAS | NV | 89146 | NONE | 501C3 | GENERAL SUPPORT | $100 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | 501C3 | GENERAL SUPPORT | $10,000 | |
| NEVADA OPEN DOOR FOUNDATION | ||||||||
| 3201 S MARYLAND PKWY 514 | LAS VEGAS | NV | 89109 | NONE | 501C3 | GENERAL SUPPORT | $15,000 | |
| AAZON YESBARZA SOUP KITCHEN | ||||||||
| 3100 SKIPWORTH DRIVE | LAS VEGAS | NV | 89107 | NONE | 501C3 | GENERAL SUPPORT | $20,000 | |
| NEVADA CANCER INSTITUTE | ||||||||
| ONE BREAKTHROUGH WAY | LAS VEGAS | NV | 89135 | NONE | 501C3 | GENERAL SUPPORT | $20,000 | |
| SAFE NEST | ||||||||
| 2915 W CHARLESTON 3A | LAS VEGAS | NV | 89102 | NONE | 501C3 | GENERAL SUPPORT | $5,000 | |
| HEBREW IMMIGRANT AID SOCIETY | ||||||||
| 333 SEVENTH AVENUE | NEW YORK | NY | 10001 | NONE | 501C3 | GENERAL SUPPORT | $500 | |
| UNITED SYNAGOGUE OF CONSERVATIVE J | ||||||||
| 820 2ND AVE 10TH FLOOR | NEW YORK | NY | 100174504 | NONE | 501C3 | GENERAL SUPPORT | $450 | |
| TEMPLE BETH SHOLOM | ||||||||
| 10700 HAVENWOOD LANE | LAS VEGAS | NV | 89135 | NONE | 501C3 | GENERAL SUPPORT | $500 | |
| PUBLIC EDUCATION FOUNDATION | ||||||||
| 3360 W SAHARA AVE 160 | LAS VEGAS | NV | 89102 | NONE | 501C3 | GENERAL SUPPORT | $500 | |
| NEVADA CHILDREN'S CENTER | ||||||||
| 5615 S PECOS RD | LAS VEGAS | NV | 891201961 | NONE | 501C3 | GENERAL SUPPORT | $2,000 | |
| FALCON BAND BOOSTERS | ||||||||
| 510 SUMMIT DRIVE | HENDERSON | NV | 89002 | NONE | 501C3 | GENERAL SUPPORT | $3,600 | |
| LEADERSHIP INSTITUTE | ||||||||
| 1101 N HIGHLAND STREET | ARLINGTON | VA | 22201 | NONE | 501C3 | GENERAL SUPPORT | $5,000 | |
| AMERICAN INSTITUTE FOR CANCER RESEA | ||||||||
| 1759 R STREET NW | WASHINGTON | DC | 200906110 | NONE | 501C3 | GENERAL SUPPORT | $2,000 | PO BOX 96110 |
| BOYS AND GIRLS CLUB | ||||||||
| 2850 S LINDELL ROAD | LAS VEGAS | NV | 89126 | NONE | 501C3 | GENERAL SUPPORT | $10,000 | PO BOX 26689 |
| WOUNDED WARRIORS FAMILY SUPPORT | ||||||||
| 920 S 107TH AVE 250 | OMAHA | NE | 68114 | NONE | 501C3 | GENERAL SUPPORT | $300 | |
| INSTITUTE FOR ENERGY RESEARCH | ||||||||
| 1100 H STREET NW 400 | WASHINGTON | DC | 20005 | NONE | 501C3 | GENERAL SUPPORT | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 196050 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $259,796 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $14,840 | ExclusionAmount |
| Related Or Exempt Function Income | 186 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $18,015 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $292,651 | ExclusionAmount |
| Related Or Exempt Function Income | 186 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 292837 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | JA JOHNSON AND CW WOLZINGER CLAT | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 19040 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $3,263 | Amount |
| Net Investment Income | 3263 | NetInvestmentIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| MELVIN B WOLZINGER |
| JEAN ANN JOHNSON |
| CONSTANCE WOLZINGER |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (6 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| INVESTMENTS - 9771 | AT COST | 3502461 | 3502461 |
| INVESTMENTS - 6158 | AT COST | 1143091 | 1343191 |
| DIVIDEND RECEIVABLE | AT COST | ||
| UNREALIZED G/L | AT COST | 384939 | |
| A/R-INVESTMENTS IN TRANSIT | AT COST | 4954 | |
| ADJUSTMENTS | AT COST | 5016 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| MARGIN INTEREST EXPENSE | 1 | 1 |
| FROM K-1 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| INVESTMENT INCOME | -175 | -175 |
| INVESTMENT INCOME | 7316 | 7316 |
| P/Y INCOME | 7699 | 7699 |
| INVESTMENT INCOME | 186 | 186 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEES | Category |
| Amount | $476 | Amount |
| Net Investment Income | 476 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAX | $1,283 | 1283 |
| TAXES | $4,170 |