Helen J Smith Trust U W Fbo Grace Episcopal Church in Las Vegas, Nevada (NV)

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Helen J Smith Trust U W Fbo Grace Episcopal Church
Employer Identification Number (EIN)846152339
Name of OrganizationHelen J Smith Trust U W Fbo Grace Episcopal Church
In Care of NameWells Fargo Bk W Fiduciary Tax Sv
Address6325 S Rainbow Blvd Ste 300, Las Vegas, NV 89118-3278
ActivitiesScholarships (other), Gifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date01/1980
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period03/2014
Assets$100,000 to $499,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$321,346
Amount of Income$116,358
Form 990 Revenue Amount$29,463
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations


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Amount of income in 2014: $116,358 (it was $120,136 in 2013)
Helen J Smith Trust U W Fbo Grace Episcopal Church: 

 $116,358
Other organizations performing similar types of work: 

 $105,489

Assets in 2014: $321,346 (it was $326,689 in 2013)
Helen J Smith Trust U W Fbo Grace Episcopal Church: 

 $321,346
Other organizations performing similar types of work: 

 $325,460

Expenses in 2014: $22,186
This organization: 

 $22,186
Other organizations performing similar types of work: 

 $49,058

Income to expenses ratio in 2014: 5.2
Helen J Smith Trust U W Fbo Grace Episcopal Church: 

 5.2
Other organizations performing similar types of work: 

 1.0

Grants share in income in 2014: 0.0%
Helen J Smith Trust U W Fbo Grace Episcopal Church: 

 0.0%
Other organizations performing similar types of work: 

 22.8%

Financial snapshot ($)

Revenue for 2014

Assets at the end of 2014

Expenses for 2014

Analysis of Revenue and Expenses (for 2014)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$16,956$16,796$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$7,687
Gross rents$0
Gross sales price for all assets$108,671
Gross profit from sales of goods$0
Other income$0
Other$9,269
Total expenses and disbursements$22,186$3,399$0$18,490
Compensation of officers, directors, trustees, etc.$4,412
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$787
Interest$0
Depreciation$0
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$6,586$3,399$2,890
Contributions, gifts, grants paid$15,600
Excess of revenue over expenses and disbursements$-5,230
Net investment income$13,397
Adjusted net income$0
Balance Sheets
201220132014
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$328,961$358,367$326,689$361,139$321,346$361,892
Cash - non-interest-bearing$0$-193$14,652
Investments-U.S. and state government obligations$0$0$0
Investments-corporate stock$0$0$0
Investments-corporate bonds$0$0$0
Investments-mortgage loans$0$0$0
Investments-other$313,211$305,008$306,694
Other assets$0$0
Total liabilities$0$0$0
Total liabilities and net assets/fund balances$328,961$326,689$321,346
Capital Gains and Losses for Tax on Investment Income
201220132014
Capital gain net income$20,232$8,233$9,269
Net capital loss$0$0$0
Excise Tax Based on Investment Income
201220132014
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNo
Tax based on investment income$267$282$134
Total credits and payments$478$267$282
Current year estimated tax payments and previous year's overpayment credited to current year$478$267$282
Exempt foreign organizations-tax withheld at source$0$0$0
Tax paid with application for extension of time to file (Form 8868)$0$0$0
Backup withholding erroneously withheld$0$0$0
Any penalty for underpayment of estimated tax$0$0$0
Tax due$15$0
Overpayment$0$148
Amount to be credited to next year's estimated tax$211$0$134
Statements Regarding Activities
201220132014
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?NoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNo
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?NoNo
Has the foundation filed a tax return on Form 990-T for this year?NoNo
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNoNo
Did any persons become substantial contributors during the tax year?NoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNo
Statements Regarding Activities for Which Form 4720 May Be Required
201220132014
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?YesYesYes
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNo
Agree to pay money or property to a government official?NoNoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?NoNo
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?NoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNoNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?NoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?NoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?YesYesNo
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)?NoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?NoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
Minimum Investment Return
201220132014
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$359,250$355,656$358,073
Net value of noncharitable-use assets$350,321$352,702
Minimum investment return$17,693$17,516$17,635
Distributable Amount
201220132014
Distributable amount$17,426$17,234$17,501
Undistributed Income
201220132014
Distributable amount for this year$17,426$17,234$17,501
Undistributed income for this year. This amount must be distributed in the next year$14,524$15,506$14,517
Private Operating Foundations (for 2011 - 2014)
2014201320122011Total
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
Supplementary Information (for 2014)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2014)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$0$0
Dividends and interest from securities$7,687$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2014)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Skip Viragh Foundation Inc316 California Ave Ste 448, Reno, NV 89509-1650NV2007-02$73,625,043
2Elaine P Wynn And Family Foundation, Elaine P Wynn Ttee3131 Las Vegas Blvd S, Las Vegas, NV 89109-1967NV2011-09$30,871,443
3The Steven G Mihaylo FoundationPO BOX 19790, Reno, NV 89511-2471NV2001-09$20,747,969
4Prometheus FoundationPO BOX 1157, Crystal Bay, NV 89402-1157NV2010-09$15,986,905
5The Nell J Redfield Foundation1755 East Plumb Lane, Reno, NV 89502-3647NV2010-03$13,314,908
6Elbridge And Debra Stuart Family FoundationPO BOX 8340, Incline Vlg, NV 89452-8340NV2009-08$8,726,104
7The Murren Family Foundation9101 West Sahara Avenue 105-H9, Las Vegas, NV 89117-5772NV2001-01$3,818,557
8Dean Seeman Foundation1512 Wildrose Dr, Gardnerville, NV 89410-4115NV2010-09$3,243,365
9Tusher Family Foundation100 W Liberty Street 10th Floor, Reno, NV 89501-1962NV2005-06$3,030,085
10Williams Family Foundation59 Damonte Ranch Parkway, Reno, NV 89521-1907NV2008-01$1,521,580
11Wagner Foundation4790 Caughlin Pkwy 808, Reno, NV 89519-0907NV2010-07$1,059,784
12Sawyer Family Foundation2654 W Horizon Ridge Pkwy 176, Henderson, NV 89052-2803NV2003-08$1,057,319
13Ruvo Family Foundation, Ruvo Camille Director8400 S Jones Blvd, Las Vegas, NV 89139-6803NV2004-02$1,008,791
14Terry Lee Wells Foundation IncPO BOX 70806, Reno, NV 89570-0806NV1999-12$988,480
15Ray Sietsema Irrv Tr UaPO BOX 95021, Henderson, NV 89009-5021NV2014-08$970,234
16Archer Foundation2747 Paradise Rd Unit 3604, Las Vegas, NV 89109-9079NV2012-08$899,952
17Ettore Richard Derosa Jr Foundation4755 Caughlin Pkwy Ste B, Reno, NV 89519-0980NV2011-04$852,050
18Theodore And Doris Lee Family Foundation3271 S Highland Dr Ste 704, Las Vegas, NV 89109-1051NV2010-07$635,000
19Stillwater Foundation IncPO BOX 868, Reno, NV 89504-0868NV2006-04$509,811
20Edelmann Family FoundationPO BOX 4914, Incline Vlg, NV 89450-4914NV2010-08$423,687
Number of organizations performing similar types of work
Alaska25
Alabama219
Arkansas78
Arizona303
California2,586
Colorado408
Connecticut419
District of Columbia111
Delaware583
Florida1,525
Georgia481
Hawaii85
Iowa178
Idaho58
Illinois1,113
Indiana311
Kansas157
Kentucky167
Louisiana161
Massachusetts705
Maryland425
Maine85
Michigan619
Minnesota384
Missouri346
Mississippi70
Montana69
North Carolina788
North Dakota20
Nebraska169
New Hampshire75
New Jersey876
New Mexico92
Nevada215
New York2,617
Ohio698
Oklahoma228
Oregon208
Pennsylvania1,086
Rhode Island184
South Carolina171
South Dakota32
Tennessee266
Texas1,263
Utah274
Virginia477
Vermont54
Washington401
Wisconsin354
West Virginia69
Wyoming63
International44
Total22,395

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