EDWIN M POSIN FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- EDWIN M POSIN FAMILY FOUNDATION (EIN 92-2385989)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202611359349101536
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T10:05:54-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eide Bailly LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Nicollet Mall Ste 1300 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554027033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 922385989 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Edwin M Posin Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWI | BusinessNameControlTxt |
| Phone | 7757882000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14925 La Briana Ave | AddressLine1Txt |
| City | Reno | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89511 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Brett Malamet | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 7757882000 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Deb Nelson CPA | PreparerPersonNm |
| PTIN | P01264758 | PTIN |
| Phone | 6122536500 | PhoneNum |
| Preparation | 2026-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,780,536 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $180,910 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $724,153 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $723,383 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $464,674 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $392,403 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $464,674 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $643,491 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,137,745 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $646,411 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $327 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $327 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,013,555 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,762,524 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $300,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $225,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $75,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,460 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,460 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,730 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $23,730 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $242,344 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $242,344 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,992 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,992 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $700 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $700 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,655 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,121 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,534 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $596,881 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $488,457 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $108,424 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,062,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,062,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,659,381 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $488,457 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,170,924 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $354,174 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,274,067 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,334,271 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,912,495 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,912,495 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $768,870 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $478,824 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $478,824 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,305,176 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,084,143 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,084,143 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,037,033 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,700,261 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,700,261 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,604,813 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,604,813 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,604,813 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $27,050,163 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,780,536 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,780,536 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $27,050,163 | RetainedEarningBOYAmt |
| Retained Earning EOY | $28,780,536 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,050,163 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,780,536 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,050,163 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,780,536 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,050,163 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $354,174 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,376,199 | OtherIncreasesAmt |
| Subtotal | $28,780,536 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,780,536 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities - 2259 | P | $1,297,012 | $1,290,468 | $6,544 | $6,544 |
| Publicly Traded Securities - 2265 | P | $8,704,001 | $8,704,024 | -$23 | -$23 |
| Publicly Traded Securities - 2261 | P | $4,136,732 | $3,496,842 | $639,890 | $639,890 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $646,411 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,710 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,710 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,710 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $905 | EsPenaltyAmt |
| Tax Due | $18,615 | TaxDueAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | Brett Malamet | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7757882000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14925 La Briana Ave | AddressLine1Txt |
| City | Reno | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89511 | ZIPCd |
| 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Martin Fineman | ||||||||
| 9900 Wilbur May Pkwy Unit No 2802 | Reno | NV | 89521 | President | 20.00 | $0 | $0 | $0 |
| Betty Fineman | ||||||||
| 9900 Wilbur May Pkwy Unit No 2802 | Reno | NV | 89521 | Secretary | 20.00 | $150,000 | $0 | $0 |
| Brett Malamet | ||||||||
| 14925 LA Briana Ave | Reno | NV | 89511 | Treasurer | 40.00 | $150,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Merrill Lynch | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5370 Kietzke Ln Ste 200B | AddressLine1Txt |
| City | Reno | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 895112379 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Management Fees | ServiceTypeTxt |
| Compensation | $242,344 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $22,628,967 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $883,624 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,604,813 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,117,404 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,117,404 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $421,761 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,695,643 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,384,782 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,384,782 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,710 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $14,950 | IncomeTaxAmt |
| Total Tax | $32,660 | TotalTaxAmt |
| Distributable Before Adj | $1,352,122 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,352,122 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,352,122 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,170,924 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,170,924 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,352,122 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $188,083 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $188,083 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,170,924 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,170,924 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $181,198 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $181,198 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,885 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,885 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $6,885 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Awaken Justice | ||||||
| 33 Spokane Street | Reno | NV | 89512 | PC | General Support | $50,000 |
| Chabad at UNR | ||||||
| 1664 N Virginia St | Reno | NV | 89557 | PC | New Facility | $100,000 |
| City of Hope | ||||||
| 5465 Reno Corporate Dr | Reno | NV | 89511 | PC | Cancer Research | $60,000 |
| Congregation Beth Israel The Jewish Community | ||||||
| 5716 Carmel Valley Rd | Carmel by the Sea | CA | 93923 | PC | General Support | $300,000 |
| Pet Network Incline Village | ||||||
| 401 Village Blvd | Incline Village | NV | 89451 | PC | Medical Machinery | $100,000 |
| Renown Regional Medical Center | ||||||
| 245 E Liberty St | Reno | NV | 89501 | PC | New Facility | $100,000 |
| UC Davis School of Veterinary Medicine | ||||||
| 944 Garrod Dr | Davis | CA | 95616 | PC | General Support | $150,000 |
| North Tahoe Hebrew Congregation | ||||||
| PO Box 201 | Tahoe Vista | CA | 96148 | PC | General Support | $100,000 |
| Communities Foundation of Texas | ||||||
| 5500 Caruth Haven | Dallas | TX | 75225 | PC | General Support - Manna from Heaven | $100,000 |
| Reno Tropics Youth Basketball Club | ||||||
| 439 W Plumb Lane | Reno | NV | 89509 | PC | General Support | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,062,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $770 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $723,383 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $72,271 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $392,403 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $327 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $643,491 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $73,041 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,759,604 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,832,645 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Edwin M Posin Family Trust | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9900 Wilbur May Pkwy Unit no 2802 | AddressLine1Txt |
| City | Reno | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89521 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $180,910 | 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 | $23,730 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,730 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (44 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Lowe's Cos Inc | $266,911 | $266,911 |
| T-Mobile USA Inc | $9,959 | $9,959 |
| Target Corp | $257,004 | $257,004 |
| US Bancorp | $271,997 | $271,997 |
| Illinois Tool Works Inc | $269,498 | $269,498 |
| Morgan Stanley | $269,298 | $269,298 |
| Costco Wholesale Corp | $270,001 | $270,001 |
| BP Capital Markets Corp | $272,616 | $272,616 |
| Apple Inc | $269,261 | $269,261 |
| CVS Helath Corp | $262,867 | $262,867 |
| Walmart Inc | $269,519 | $269,519 |
| Comcast Corp | $273,463 | $273,463 |
| Dowdupoint Inc | $261,017 | $261,017 |
| United Technologies Corp | $5,017 | $5,017 |
| Pfizer Inc | $271,772 | $271,772 |
| PNC Financial Services | $268,506 | $268,506 |
| McDonald's Corp | $266,902 | $266,902 |
| Nextera Energy Capital | $270,490 | $270,490 |
| AT& T Inc | $264,333 | $264,333 |
| Metlife Inc | $266,544 | $266,544 |
| Anheuser Busch Inbev Wor | $263,644 | $263,644 |
| Verizon Communications | $265,386 | $265,386 |
| Exxon Mobil Corporation | $263,449 | $263,449 |
| Starbucks Corp | $924 | $924 |
| Kinder Morgan Inn | $265,959 | $265,959 |
| Toronto Dominion Bank | $267,225 | $267,225 |
| Thermo Fisher Scientific | $263,276 | $263,276 |
| Amgen Inc | $264,621 | $264,621 |
| Unitedhealth Group Inc | $4,936 | $4,936 |
| Qualcomm Inc | $262,866 | $262,866 |
| Newmont Corp | $265,732 | $265,732 |
| Home Depot Inc | $269,216 | $269,216 |
| JPMorgan Chase & Co | $267,963 | $267,963 |
| Northrop Grumman Corp | $271,617 | $271,617 |
| Wells Fargo & Company | $269,123 | $269,123 |
| Bank of NY Mellon Corp | $269,560 | $269,560 |
| Royal Bank of Canada | $267,881 | $267,881 |
| Capital One Financial Co | $266,990 | $266,990 |
| Truist Financial Corp | $262,833 | $262,833 |
| Phillips 66 | $266,495 | $266,495 |
| Elevance Health Inc | $267,617 | $267,617 |
| Dell Int LLC/EMC Corp | $264,808 | $264,808 |
| Regions Financial Corp | $265,753 | $265,753 |
| Goldman Sachs Group Inc | $265,412 | $265,412 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (79 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Abbvie Inc Shares | $86,827 | $86,827 |
| Agnico Eagle Mines LTD | $31,194 | $31,194 |
| Allstate Corp Del Com | $153,586 | $153,586 |
| Alphabat Inc SHS CLA | $458,545 | $458,545 |
| Amazon Com Inc Com | $131,798 | $131,798 |
| Amer Express Com | $73,990 | $73,990 |
| Amphenol Corp Cl A New | $97,571 | $97,571 |
| Analog Devices Inc | $186,857 | $186,857 |
| Apple Inc | $350,549 | $350,549 |
| Astrazenca Plc SPND ADR | $32,543 | $32,543 |
| AT&T Inc | $312,015 | $312,015 |
| Bank New York Mellon | $76,271 | $76,271 |
| Blackrock INC REG SHS | $325,243 | $325,243 |
| Boston Scientific Corp | $63,980 | $63,980 |
| Broadcom Inc | $199,374 | $199,374 |
| Caterpillar Inc | $168,997 | $168,997 |
| Cencora Inc | $51,000 | $51,000 |
| Conocophillips | $38,942 | $38,942 |
| Costco Wholesale CRP Del | $77,610 | $77,610 |
| CSX Corp | $131,116 | $131,116 |
| Dell Technologies Inc | $71,500 | $71,500 |
| Dicks Sporting Goods Inc | $39,000 | $39,000 |
| Digital RLTY TR INC | $137,382 | $137,382 |
| Eaton Corp PLC | $77,698 | $77,698 |
| Edison INTL CALIF | $12,004 | $12,004 |
| Eli Lilly & Co | $322,927 | $322,927 |
| Emerson Elec Co | $159,113 | $159,113 |
| Entergy Corp New | $56,937 | $56,937 |
| Exxon Mobil Corp Com | $383,929 | $383,929 |
| Ferrari NV | $49,521 | $49,521 |
| Freeport Mcmoran Inc | $116,766 | $116,766 |
| Genl Dynamics Corp Com | $95,454 | $95,454 |
| Gilead Sciences In Com | $194,175 | $194,175 |
| Golman Sachs Group Inc | $100,206 | $100,206 |
| Hewlett Packard | $199,123 | $199,123 |
| Hilton Worldwide | $46,247 | $46,247 |
| Home Depot Inc | $162,564 | $162,564 |
| Hoemet Aerospace Inc | $74,217 | $74,217 |
| HP Inc | $47,679 | $47,679 |
| INTL Business Machines | $188,390 | $188,390 |
| Johnson Controls Inter | $69,216 | $69,216 |
| JP Morgon Chase & Co | $467,190 | $467,190 |
| Kinder Morgan Inc Del | $183,226 | $183,226 |
| Live Nation Ent Inc | $38,618 | $38,618 |
| Martin Marietta Mails | $66,625 | $66,625 |
| McDonalds Corp Com | $127,456 | $127,456 |
| Medtronic Plc SHS | $157,911 | $157,911 |
| Meta Platforms Inc | $198,027 | $198,027 |
| Microsoft Corp | $386,346 | $386,346 |
| Netflix com Inc | $77,821 | $77,821 |
| Nvidia | $314,253 | $314,253 |
| Palo Alto Network Inc | $77,548 | $77,548 |
| Parker Hannifin Corp | $136,239 | $136,239 |
| Pepsico Inc | $87,212 | $87,212 |
| Principal Financial Grp | $101,528 | $101,528 |
| Procter & Gamble Co | $61,982 | $61,982 |
| Progressive CRP Ohio | $52,376 | $52,376 |
| Pub SVC Enterprise Grp | $186,055 | $186,055 |
| Realty Incm CRP MD | $117,673 | $117,673 |
| Ross Stores Inc Com | $92,232 | $92,232 |
| RTX Corp | $134,982 | $134,982 |
| S&P Global Inc | $73,163 | $73,163 |
| Seagate Tech Holdings | $76,008 | $76,008 |
| Simon Property Group Del | $197,697 | $197,697 |
| Synchrony Finl Com | $183,045 | $183,045 |
| Tesla Inc | $74,654 | $74,654 |
| Thermo Fisher Scientific | $71,852 | $71,852 |
| TJX Cos Inc | $169,739 | $169,739 |
| TPG Inc | $70,926 | $70,926 |
| Truist Finl Corp | $205,501 | $205,501 |
| Union Pacific Corp | $54,129 | $54,129 |
| Verizon Communications | $62,683 | $62,683 |
| VISA Inc CL A Shs | $121,346 | $121,346 |
| Walmart Inc | $188,481 | $188,481 |
| Wells Fargo & Co | $244,930 | $244,930 |
| Welltower Inc | $139,764 | $139,764 |
| Williams Companies Del | $179,166 | $179,166 |
| WSTN Digital Corp Del | $75,110 | $75,110 |
| XCEL Energy Inc | $178,593 | $178,593 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $478,824 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $478,824 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Pleasant Land Corporation Trust | FMV | $1,233,813 | $1,233,813 |
| 189 Clermont LLC | FMV | $3,371,000 | $3,371,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $4,460 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,460 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Charges | $4,534 | $0 | $4,534 |
| Other Investment Expenses | $6,121 | $6,121 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $327 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $327 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $327 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Change in Unrealized Gains/Losses | Desc |
| Amt | $1,376,199 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $242,344 | Amt |
| Net Investment Income | $242,344 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Taxes Paid | $165 | $165 | $0 |
| Real Estate Taxes | $14,827 | $14,827 | $0 |