Fiduciary Foundation in Incline Village, Nevada (NV)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Organizations performing similar types of work
| Fiduciary Foundation | |
| Employer Identification Number (EIN) | 880312748 |
| Name of Organization | Fiduciary Foundation |
| Address | 930 Tahoe Blvd 802 269, Incline Village, NV 89451-9451 |
| Activities | Boy Scouts, Girl Scouts, etc. |
| Subsection | Charitable Organization |
| Ruling Date | 03/1997 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 11/2012 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,603,001 |
| Amount of Income | $2,979,334 |
| Form 990 Revenue Amount | $340,361 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2012: $2,979,334 (it was $4,536,169 in 2011)
| Fiduciary Foundation: | $2,979,334 |
| Other organizations performing similar types of work: | $120,160 |
Assets in 2012: $2,603,001 (it was $2,944,795 in 2011)
| This organization: | $2,603,001 |
| Other organizations performing similar types of work: | $450,518 |
Expenses in 2012: $494,795
| Fiduciary Foundation: | $494,795 |
| Other organizations performing similar types of work: | $61,287 |
Income to expenses ratio in 2012: 6.0
| This organization: | 6.0 |
| Other organizations performing similar types of work: | 7.3 |
Grants share in income in 2012: 3.4%
| This organization: | 3.4% |
| Other organizations performing similar types of work: | 8.9% |
Revenue for 2012
Expenses for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $151,932 | $146,638 | $136,600 | |
| Contributions, gifts, grants, etc., received | $5,222 | |||
| Interest on savings and temporary cash investments | $52,992 | |||
| Dividends and interest from securities | $4,300 | |||
| Gross rents | $32,678 | |||
| Gross profit from sales of goods | $72 | |||
| Gross sales less returns and allowances | $72 | |||
| Less: Cost of goods sold | $0 | |||
| Other income | $46,558 | |||
| Other | $10,110 | |||
| Total expenses and disbursements | $494,795 | $114,523 | $114,523 | $380,138 |
| Compensation of officers, directors, trustees, etc. | $10,600 | |||
| Total operating and administrative expenses | $491,770 | $114,523 | $377,113 | |
| Contributions, gifts, grants paid | $3,025 | |||
| Excess of revenue over expenses and disbursements | $-342,863 | |||
| Net investment income | $32,115 | |||
| Adjusted net income | $22,077 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,603,001 | $2,550,309 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $2,603,001 | |
| Total liabilities | $1,126 | |
| Mortgages and other notes payable | $0 | |
| Other | $1,126 | |
| Total liabilities and net assets/fund balances | $2,601,875 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $10,110 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | Yes |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $2,605,429 |
| Net value of noncharitable-use assets | $2,566,340 |
| Minimum investment return | $128,317 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Dr Miriam And Sheldon G Adelson, Adelson Sheldon G Ttee | 410 S Rampart Blvd Ste 440, Las Vegas, NV 89145-5726 | NV | 1995-07 | $174,022,973 |
| 2 | Cordelia Corp | 990 N Sierra St, Reno, NV 89503-3719 | NV | 1995-02 | $41,869,802 |
| 3 | Fiduciary Foundation | 930 Tahoe Blvd 802 269, Incline Village, NV 89451-9451 | NV | 1997-03 | $2,979,334 |
| 4 | Gregor G Peterson Family Foundation | PO BOX 4450, Incline Vlg, NV 89450-4450 | NV | 1997-04 | $1,957,131 |
| 5 | The Mk-Link Foundtion | PO BOX 80270, Las Vegas, NV 89180-0270 | NV | 1997-06 | $1,096,041 |
| 6 | The@kilin And Cecilie To Foundation, To Kilin Et Al Ttee | 2688 Olivia Heights Ave, Henderson, NV 89052-7039 | NV | 1998-07 | $689,828 |
| 7 | Timken-Sturgis Foundation | 1525 Foothill Rd, Gardnerville, NV 89460-6213 | NV | 1995-08 | $654,809 |
| 8 | Webb Family Foundation Inc | 7251 W Lake Mead Blvd Ste 530, Las Vegas, NV 89128-8373 | NV | 1998-07 | $405,462 |
| 9 | Vandevoort Family Foundation | 2877 Paradise Rd Unit 302, Las Vegas, NV 89109-5239 | NV | 1995-03 | $348,795 |
| 10 | The Brown Family Foundation | 18124 Wedge Parkway Suite 517, Reno, NV 89511-8134 | NV | 1998-06 | $220,769 |
| 11 | Sanderson Family Foundation | 774 Mays Blvd Ste 10 Pmb 466, Incline Vlg, NV 89451-9613 | NV | 1996-02 | $118,071 |
| 12 | Shirley Family Charitable Foundation | 9400 Double Diamond Pkwy, Reno, NV 89521-5922 | NV | 1998-05 | $63,608 |
| 13 | West Charleston Lions Club Foundation | PO BOX 752722, Las Vegas, NV 89136-2722 | NV | 1998-12 | $46,255 |
| 14 | Schulman Family Foundation | 840 S Rancho Dr 4-572, Las Vegas, NV 89106-3837 | NV | 1998-09 | $9,500 |
| 15 | Stanley Canter Foundation | PO BOX 81830, Las Vegas, NV 89180-1830 | NV | 1998-01 | $3,047 |
| 16 | Thomas L Eden And Theresa E Eden Charitable Foundation | 2004 Gray Eagle Way, Las Vegas, NV 89117-5738 | NV | 1997-07 | $11 |
| 17 | Paradise America Inc | 3638 N Rancho, Las Vegas, NV 89130-3168 | NV | 1998-11 | $1 |
| 18 | Chris Mcsorely Foundation Inc | 3800 Howard Hughes Pky 7th Flr, Las Vegas, NV 89169-0925 | NV | 1997-07 | $0 |
| 19 | Johnson Foundation | 530 S 4th St, Las Vegas, NV 89101-6513 | NV | 1995-05 | $0 |
| 20 | Maraday Foundation | 632 Lariat Cir, Incline Vlg, NV 89451-8306 | NV | 1995-02 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 5,225 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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