THE MEL & RUTH WOLZINGER FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE MEL & RUTH WOLZINGER FOUNDATION (EIN 88-0468356)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-13
- IRS object ID
- 201141339349102609
- Schema version
- 2010v3.2
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T17:24:21-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 Suite 101 | AddressLine1 |
| City | Las Vegas | City |
| State | NV | State |
| ZIP Code | 89119 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | 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 | AddressLine1 |
| City | Las Vegas | City |
| State | NV | State |
| ZIP Code | 89107 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Melvin Wolzinger | Name |
| Title | President | Title |
| Phone | 7022482144 | Phone |
| Date Signed | 2011-05-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Daniel T Gerety CPA | Name |
| Phone | 7029332213 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 4962869 | 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 | 257238 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 237039 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -62181 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1318794 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 214097 | TotalRevenueAndExpenses |
| Total Net Investment Income | 237039 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 11182 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 11182 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 15699 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 15699 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3188 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 711 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1013 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1013 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 31082 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 28605 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 222884 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 222884 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 253966 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 28605 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 222884 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -39869 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 208434 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 15532 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 174078 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 174078 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 2560 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 3980 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 3980 | PrepaidExpensesEOYFMV |
| Investments Other BOY | 5160714 | InvestmentsOtherBOY |
| Investments Other EOY | 4960879 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 4784811 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 5178806 | TotalAssetsBOY |
| Total Assets EOY | 5138937 | TotalAssetsEOY |
| Total Assets EOYFMV | 4962869 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 142169 | CapitalStockBOY |
| Capital Stock EOY | 142169 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 5036637 | RetainedEarningsBOY |
| Retained Earnings EOY | 4996768 | RetainedEarningsEOY |
| Total Net Assets BOY | 5178806 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5138937 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5178806 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5138937 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5178806 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -39869 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 5138937 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 5138937 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (38 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 |
|---|---|---|---|---|---|---|---|
| 6,700.0000 Shares Federated Treas Oblig | P | 2007-08-10 | 2010-01-27 | 6695 | 6700 | -5 | -5 |
| 10,000.0000 Shares MGM Mirage Inc | P | 2008-07-10 | 2010-09-15 | 10000 | 10000 | 0 | 0 |
| 1,000.0000 Shares Public Storage | P | 2004-06-16 | 2010-11-05 | 25000 | 25000 | 0 | 0 |
| 30,0000.0000 Shares GNMA II Pass Thru | P | 2010-02-22 | 2010-08-04 | 30686 | 30417 | 269 | 269 |
| 25,000.0000 Shares GNMA II Pass Thru | P | 2009-11-20 | 2010-08-04 | 25395 | 25413 | -18 | -18 |
| 65,000.0000 Shares GNMA II Pass Thru | P | 2009-10-22 | 2010-08-04 | 64696 | 64370 | 326 | 326 |
| 50,000.0000 Shares GNMA II Pass Thru | P | 2010-01-21 | 2010-08-04 | 48918 | 48779 | 139 | 139 |
| 80,000.0000 Shares Bank of New York | P | 2003-10-24 | 2010-10-15 | 80000 | 80000 | 0 | 0 |
| 35,000.0000 Shares Countrywide | P | 2009-05-05 | 2010-08-25 | 33938 | 28836 | 5102 | 5102 |
| 35,000.0000 Shares Fannie Mae | P | 2005-02-24 | 2010-07-06 | 35000 | 35000 | 0 | 0 |
| 40,000.0000 Shares GNMA II Pass Thru | P | 2009-07-21 | 2010-08-04 | 39522 | 38934 | 588 | 588 |
| 197,000.0000 Shares GNMA II Pass Thru | P | 2009-03-10 | 2010-07-23 | 125315 | 128459 | -3144 | -3144 |
| 175,000.0000 Shares GNMA II Pass Thru | P | 2005-05-24 | 2010-05-11 | 78525 | 81206 | -2681 | -2681 |
| 150,000.0000 Shares GNMA II Pass Thru | P | 2005-05-20 | 2010-05-11 | 68600 | 70658 | -2058 | -2058 |
| 115,000.0000 Shares GNMA II Pass Thru | P | 2008-10-01 | 2010-05-11 | 60003 | 59483 | 520 | 520 |
| 8,000.0000 Shares Mastr Asset | P | 2009-05-07 | 2010-08-25 | 7473 | 6185 | 1288 | 1288 |
| 45,000.0000 Shares Royal Bank of Canada | P | 2009-11-23 | 2010-11-30 | 45000 | 45000 | 0 | 0 |
| 6,000.0000 Shares Royal Bk Scotland | P | 2007-09-20 | 2010-01-12 | 87514 | 150000 | -62486 | -62486 |
| 60,000.0000 Shares Federated Treas Oblig | P | 2007-08-10 | 2010-02-04 | 59995 | 60000 | -5 | -5 |
| 10,000.0000 Shares Federated Treas Oblig | P | 2007-08-10 | 2010-03-23 | 9995 | 10000 | -5 | -5 |
| 27,000.0000 Shares Federated Treas Oblig | P | 2007-08-10 | 2010-03-26 | 26995 | 27000 | -5 | -5 |
| 40,000.0000 Shares GNMA II Pass Thru | P | 2010-03-23 | 2010-08-04 | 40914 | 40901 | 13 | 13 |
| 54,000.0000 Shares Federated Treas | P | 2007-08-10 | 2010-06-25 | 53995 | 54000 | -5 | -5 |
| 10,000.0000 Shares Federated Treas Oblig | P | 2007-08-10 | 2010-07-20 | 9995 | 10000 | -5 | -5 |
| 100,811.2400 Shares Federated Treas | P | 2007-08-10 | 2010-07-28 | 100809 | 100812 | -3 | -3 |
| 41,126.0000 Shares Federated Treas Oblig | P | 2007-08-10 | 2010-07-28 | 41125 | 41126 | -1 | -1 |
| 2,292.6300 Shares Federated Treas Oblig | P | 2007-09-05 | 2010-07-28 | 2293 | 2293 | 0 | 0 |
| 3,012.7600 Shares Federated Treas Oblig | P | 2007-10-02 | 2010-07-28 | 3013 | 3013 | 0 | 0 |
| 2,849.5200 Shares Federated Treas Oblig | P | 2007-11-02 | 2010-07-28 | 2849 | 2850 | -1 | -1 |
| 2,425.2300 Shares Federated Treas Oblig | P | 2007-12-04 | 2010-07-28 | 2425 | 2425 | 0 | 0 |
| 2,334.8500 Shares Federated Treas Oblig | P | 2008-01-03 | 2010-07-28 | 2335 | 2335 | 0 | 0 |
| 1,971.6400 Shares Federated Treas Oblig | P | 2008-02-04 | 2010-07-28 | 1972 | 1972 | 0 | 0 |
| 1,349.3100 Shares Federated Treas Oblig | P | 2008-03-04 | 2010-07-28 | 1349 | 1349 | 0 | 0 |
| 869.8800 Shares Federated Treas Oblig | P | 2008-04-02 | 2010-07-28 | 870 | 870 | 0 | 0 |
| 991.7200 Shares Federated Treas Oblig | P | 2008-05-02 | 2010-07-28 | 992 | 992 | 0 | 0 |
| 979.8300 Shares Federated Treas Oblig | P | 2008-06-03 | 2010-07-28 | 980 | 980 | 0 | 0 |
| 945.9500 Shares Federated Treas Oblig | P | 2008-07-02 | 2010-07-28 | 946 | 946 | 0 | 0 |
| 82,668.4400 Shares Federated Treas Oblig | P | 2008-07-15 | 2010-07-28 | 82667 | 82671 | -4 | -4 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -62181 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 209942 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4330578 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.048479 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 210213 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4628269 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.045419 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 318161 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5058577 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.062895 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 120000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4644236 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.025838 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 244894 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4963710 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.049337 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.231968 | TotalDistributionRatio |
| Average Distribution Ratio | 0.046394 | AverageDistributionRatio |
| Net Noncharitable Assets | 4786458 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 222063 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2084 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 224147 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 222884 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 4169 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 4169 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 4169 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2560 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2560 | TotalCreditsAndPayments |
| Tax Due | 1609 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NV | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
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 | ||||||||
| 2400 Plaza Del Grande | Las Vegas | NV | 89102 | Secretrary | 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 |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 4722954 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 136394 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4859348 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4859348 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 72890 | CashDeemedCharitable |
| Net Noncharitable Assets | 4786458 | NetNoncharitableAssets |
| Minimum Investment Return | 239323 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 239323 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4169 | TaxBasedOnInvestmentIncome |
| Total Tax | 4169 | TotalTax |
| Distributable Amount Before Adj | 235154 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 235154 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 235154 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 222884 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 222884 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 222884 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 235154 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 164354 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 222884 | QualifyingDistributions |
| Applied To Year1 | 164354 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 58530 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 176624 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
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 (15 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Air Force Military Dining Facility | |||||||
| One Air Force Memorial Drive | Arlington | VA | 22204 | None | Public Charity | General Support | $500 |
| American Diabetes Association | |||||||
| 701 N Green Valley Pkwy Ste 278 | Las Vegas | NV | 89074 | None | Public Charity | General Support | $115 |
| American Friends of Hazon Yeshaya | |||||||
| 2001 East 7th Street | Brooklyn | NY | 11223 | None | Public Charity | General Support | $22,000 |
| Amvets National Services Foundation | |||||||
| 4647 Forbes Blvd | Lanham | MD | 20706 | None | Public Charity | General Support | $1,000 |
| Hillel The Foundation for Jewish Campus Life | |||||||
| 4765 Brussels St | Las Vegas | NV | 89119 | None | Public Charity | General Support | $1,000 |
| International Fellowship of Christians and Jews | |||||||
| 30 N LaSalle St Suite 2600 | Chicago | IL | 606023356 | None | Public Charity | General Support | $600 |
| Boys & Girls Club | |||||||
| 6330 S Sandhill Rd Ste 3 | Las Vegas | NV | 89120 | None | Public Charity | General Support | $20,000 |
| Magen David Adem | |||||||
| 352 Seventh Ave Suite 400 | New York | NY | 10001 | None | Public Charity | General Support | $200 |
| Colel Chabad | |||||||
| 806 Eastern Pkwy | Brooklyn | NY | 112139986 | None | Public Charity | General Support | $250 |
| Jewish Family Service Agency | |||||||
| 2317 Renaissance Dr | Las Vegas | NV | 89119 | None | Public Charity | General Support | $25,000 |
| Jewish Temple Sinai | |||||||
| 9001 Hillpointe Rd | Las Vegas | NV | 89134 | None | Public Charity | General Support | $15,000 |
| National Stroke Council | |||||||
| PO Box 69 | Nottingham | MD | 21128 | None | Public Charity | General Support | $50 |
| Nevada Cancer Institute | |||||||
| 10000 W Charleston Blvd Ste 260 | 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 | $95,733 |
| UNLV Board of Regents | |||||||
| 4505 Maryland Pkwy Box 450030 | Las Vegas | NV | 891541006 | None | Public Charity | General Support | $31,436 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 222884 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $257,238 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$62,181 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $195,057 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 195057 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | 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 | J A Johnson and C W 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 | $11,182 | Amount |
| Net Investment Income | 11182 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (5 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| Investments - 9771 | AT COST | 3448256 | 3448256 |
| Investments - 6158 | AT COST | 1328289 | 1328289 |
| Dividend Receivable | AT COST | 2177 | 0 |
| Unrealized G/l | AT COST | 173891 | 0 |
| A/R-Investments in Transit | AT COST | 8266 | 8266 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Margin Interest Expense | 124 | 124 | 0 |
| From K-1 | 889 | 889 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Broker Fees | Category |
| Amount | $15,699 | Amount |
| Net Investment Income | 15699 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Foreign Tax | $711 | 711 | 0 |
| Taxes | $2,477 | 0 | 0 |