Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
Wolzinger Family Foundation
Mel Wolzinger President

Number and street (or P.O. box number if mail is not delivered to street address)3100 Skipworth Drive   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Las Vegas, NV891073242
A Employer identification number

88-0468356
B Telephone number (see instructions)

(702) 248-2144
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$5,345,930
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule).............. 19,040
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 252,273 250,458  
4 Dividends and interest from securities...... 88,496 85,642  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -102,029
b Gross sales price for all assets on line 6a 928,506
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 257,780 336,100  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 11,783 11,783   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 6,213 569   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 61 61   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,057 12,413   0
25 Contributions, gifts, grants paid........ 255,401 255,401
26 Total expenses and disbursements. Add lines 24 and 25 273,458 12,413   255,401
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -15,678
b Net investment income (if negative, enter -0-) 323,687
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............   -1 -1
2 Savings and temporary cash investments.......... 166,616 355,050 355,050
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 6,680 5,360 5,360
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 4,026,675 Click to see attachment3,985,240 3,877,747
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 1,197,288 Click to see attachment1,093,864 1,107,774
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,397,259 5,439,513 5,345,930
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment26,788 Click to see attachment84,720
23 Total liabilities (add lines 17 through 22).......... 26,788 84,720
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 142,169 142,169
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 5,228,302 5,212,624
30 Total net assets or fund balances (see instructions)...... 5,370,471 5,354,793
31 Total liabilities and net assets/fund balances (see instructions).. 5,397,259 5,439,513
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 5,370,471
2 Enter amount from Part I, line 27a..................... 2 -15,678
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 5,354,793
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 5,354,793
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a .09997 SHS - BLACKROCK RESOURCES & COMMODITIES STRATEGY TR   2009-08-18 2014-12-09
b 1000 SHS - ENTERGY TEXAS 7.875% CALLABLE 6/01/14   2009-05-15 2014-06-16
c 1000 SHS - EQUITY COMMONWEALTH PFD 7.5% SR NT MTY 11/15/19   2009-11-18 2014-11-17
d 25000 SHS - HENDERSON NEV HEALTHCARE FAC RV CATHLC HLTHCR OID   2008-10-29 2014-10-16
e 1000 SHS - ISHARES ETF U.S. HOMES CONSTRUCTION   2008-04-10 2014-05-14
750 SHS - PROTECTIVE LIFE 8% XXX MATURITY 10-15-2024   2009-10-07 2014-10-15
2500 SHS - WELLS FARGO ADVANTAGE GLOBAL D   2007-03-27 2014-11-18
100000 SHS - BANK OF AMERICA CORP INTERNOTES   2010-11-01 2014-08-07
1378 SHS - BLACKROCK GLOBAL OPPORTUNITIES EQUITY   2007-03-27 2014-11-18
2100 SHS - COMMONWEALTH 5.75% PFD REIT   2012-07-20 2014-02-12
900 SHS - COMMONWEALTH 5.75% PFD REIT   2012-07-20 2014-04-09
2500 SHS - EATON VANCE RISK MANAGED DIVERSIFIED EQUITY   2007-07-26 2014-11-18
725 SHS - FIRST TR STRATEGIC HIGH INCOME FD II   2007-03-27 2014-11-18
75000 SHS - GE CAPITAL CORP INTERNOTES   2010-10-25 2014-05-20
125000 SHS - JEFFERIES GROUP INC BONDS   2012-06-27 2014-03-28
50000 SHS - MORGAN STANLEY ACCRUEN ONLY FLT MEDIUMJ   2011-06-30 2014-02-26
2500 SHS - NUVEEN CORE EQUITY ALPHA FUND   2007-03-27 2014-11-18
75000 SHS - PHILLIPS PETE DEBENTURES   2009-05-19 2014-11-25
100000 SHS - SAFEWAY INC SR UNSECURED   2012-08-27 2014-03-12
2000 SHS - SENIOR HOUSING 5.625% PFD PPTYS TR   2012-07-17 2014-02-12
2000 SHS - VOYA ASIA PACIFIC DIVIDEND EQUITY INCOME   2007-03-27 2014-11-18
Capital Gains Dividends P    
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 1   1 0
b 25,000   25,000 0
c 20,000   20,000 0
d 25,000   25,000 0
e 23,287   20,933 2,354
15,000   15,000 0
19,643   49,197 -29,554
106,172   100,000 6,172
19,209   45,902 -26,693
42,062   52,500 -10,438
18,893   22,500 -3,607
28,800   37,663 -8,863
10,983   49,980 -38,997
78,676   75,000 3,676
132,785   121,178 11,607
49,371   50,000 -629
44,368   49,545 -5,177
96,742   78,157 18,585
100,727   96,265 4,462
40,095   50,000 -9,905
23,973   46,714 -22,741
7,719     7,719
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       0
b       0
c       0
d       0
e       2,354
      0
      -29,554
      6,172
      -26,693
      -10,438
      -3,607
      -8,863
      -38,997
      3,676
      11,607
      -629
      -5,177
      18,585
      4,462
      -9,905
      -22,741
      7,719
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 -102,029
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . .
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 240,188 5,315,789 0.045184
2012 241,462 5,167,834 0.046724
2011 196,050 4,924,035 0.039815
2010 222,884 4,786,458 0.046566
2009 209,942 4,330,578 0.048479
2 Total of line 1, column (d) ...................... 2 0.226768
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 0.045354
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 5,321,094
5 Multiply line 4 by line 3....................... 5 241,333
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 3,237
7 Add lines 5 and 6......................... 7 244,570
8 Enter qualifying distributions from Part XII, line 4.............. 8 255,401
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 3,237
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,237
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,237
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 5,360
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,360
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,123
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet2,123 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
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? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNV
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletn/a
    14
    The books are in care ofbulletMelvin Wolzinger Telephone no.bullet (702) 933-2213
    Located atbullet3100 SkipworthLas VegasNV ZIP+4bullet89107
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), 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 (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a 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? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 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? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    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 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), 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 (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    Melvin B Wolzinger President
    2.00
    0 0 0
    3100 Skipworth Drive
    Las Vegas,NV89102
    Jean Ann Johnson Secretary
    0.10
    0 0 0
    3101 Conners Drive
    Las Vegas,NV89107
    Constance Wolzinger Treasurer
    0.10
    0 0 0
    201 Glenwood Circle Unit 100
    Monterey,CA93940
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    5,115,807
    b
    Average of monthly cash balances.......................
    1b
    286,319
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,402,126
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    5,402,126
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    81,032
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,321,094
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    266,055
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    266,055
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    3,237
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,237
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    262,818
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    262,818
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    262,818
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    255,401
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    255,401
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    3,237
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    252,164
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2013
    (c)
    2013
    (d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 262,818
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 252,413
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 255,401
    a Applied to 2013, but not more than line 2a 252,413
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions).........
    0
    d Applied to 2014 distributable amount..... 2,988
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    259,830
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    Melvin B Wolzinger
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ACLJ (Christian Advocates Serving Evangelism Inc)
    PO Box 90555
    Washington,DC200900555
    None Public Charity General Support 430
    Adopt a Platoon
    PO Box 234
    Lozano,TX78568
    None Public Charity General Support 200
    AFAC - The Retired Enlisted Association Memorial Foundation
    1111 S Abilene Ct
    Aurora,CO80012
    None Public Charity General Support 250
    Air Force Association
    1501 Lee Highway
    Arlington,VA222091198
    None Public Charity General Support 50
    Air Force Enlisted Village
    92 Sunset Lane
    Shalimar,FL32579
    None Public Charity General Support 500
    AJC Global Jewish Advocacy
    165 East 56 Street
    New York,NY100222746
    None Public Charity General Support 300
    Alzheimer's Association
    225 N Michigan Ave 17th Fl
    Chicago,IL60601
    None Public Charity General Support 500
    American Action Fund for Blind Children
    1800 Johnson Street
    Baltimore,MD21230
    None Public Charity General Support 2,000
    American Bible Society
    1865 Broadway
    New York,NY10023
    None Public Charity General Support 300
    American Committee for Shaare Zedek
    55 West 39th Street 4th Floor
    New York,NY10018
    None Public Charity General Support 1,000
    American Foundation for the Blind
    2 Penn Plaza Suite 1102
    New York,NY10001
    None Public Charity General Support 500
    American Freedom Law Center
    3000 Green Road 131098
    Ann Arbor,MI48113
    None Public Charity General Support 250
    American Friends of Alyn Hospital Inc
    122 E 42nd St Ste 1519
    New York,NY10168
    None Public Charity General Support 500
    American Friends of Magen David Adom
    6505 Wilshire Blvd Suite 650
    Los Angeles,CA90048
    None Public Charity General Support 6,000
    American Heart Association
    1710 Gilbreth Road
    Burlingame,CA94010
    None Public Charity General Support 10,000
    American Lung Association
    55 W Wacker Dr Suite 1150
    Chicago,IL60601
    None Public Charity General Support 300
    American Printing House for the Blind
    1839 Frankfort Avenue PO Box 6389
    Louisville,KY402060389
    None Public Charity General Support 500
    Americas Vet Dogs
    371 E Main St
    Smithtown,NY11787
    None Public Charity General Support 2,000
    Amvets
    4647 Forbes Boulevard
    Lanham,MD207064380
    None Public Charity General Support 50
    Armed Forces Foundation
    16 N Carolina Ave SE
    Washington,DC20003
    None Public Charity General Support 1,000
    Asian Relief Inc
    180 Admiral Cochrane Dr Ste 240
    Annapolis,MD21401
    None Public Charity General Support 200
    Blinded Veterans Association
    477 H Street NW
    Washington,DC20001
    None Public Charity General Support 1,000
    B'nai B'rith International
    1120 20th Street NW Suite 300 North
    Washington,DC20036
    None Public Charity General Support 550
    Boys and Girls Club of Southern Nevada
    2850 Lindell Road
    Las Vegas,NV89146
    None Public Charity General Support 8,000
    Braille Institute
    741 North Vermont Avenue
    Los Angeles,CA90029
    None Public Charity General Support 3,000
    BrightFocus - Macular Degeneration Research
    22512 Gateway Center Drive
    Clarksburg,MD20871
    None Public Charity General Support 2,150
    Canine Companions for Independence
    2965 Dutton Avenue PO Box 446
    Santa Rosa,CA954020446
    None Public Charity General Support 300
    Catholic Medical Mission Board
    10 West 17th St
    New York,NY10011
    None Public Charity General Support 150
    Children's Literacy Center
    2928 Straus Lane Suite 100
    Colorado Springs,CO80907
    None Public Charity General Support 250
    Christ for All Peoples
    PO Box 77495
    Charlotte,NC28271
    None Public Charity General Support 150
    Citizens United Foundation
    1006 Pennsylvania Ave Se
    Washington,DC20003
    None Public Charity General Support 250
    City of Hope
    1500 E Duarte Rd
    Duarte,CA91010
    None Public Charity General Support 100
    Cleveland Clinic - Glickman Urological and Kidney Institute
    3050 Science Park Drive
    Beachwood,OH44122
    None Public Charity General Support 10,000
    Coalition to Salute America's Heroes
    552 Fort Evans Road Suite 300
    Leesburg,VA20176
    None Public Charity General Support 200
    Colel Chabad
    806 Eastern Parkway
    Brooklyn,NY112139986
    None Public Charity General Support 1,000
    Council of Indian Nations (National Relief Charities)
    16415 Addison Road
    Addison,TX75001
    None Public Charity General Support 56
    Covenant House
    481 Eight Avenue
    New York,NY10001
    None Public Charity General Support 13,000
    David Horowitz Freedom Center
    14724 Ventura Blvd Suite 820
    Sherman Oaks,CA91403
    None Public Charity General Support 100
    Eye Care Kids Foundation
    6911 S State St
    Midvale,UT84047
    None Public Charity General Support 5,000
    Falcon Band Boosters
    PO Box 91951
    Henderson,NV89009
    None Public Charity General Support 3,000
    Feed our Vets
    PO Box 29035
    Phoenix,AZ850389035
    None Public Charity General Support 1,200
    Feeding America's Hungry Children
    1741 W Rose Garden Ln
    Phoenix,AZ85027
    None Public Charity General Support 350
    First Step (Wonderwork Inc)
    420 5th Ave Fl 27
    New York,NY10018
    None Public Charity General Support 500
    Food for the Hungry
    124 E Washinton St
    Phoenix,AZ85034
    None Public Charity General Support 82
    Food For The Poor Inc
    6401 Lyons Road
    Coconut Creek,FL33073
    None Public Charity General Support 836
    For the Troops
    PO Box 630103 c/o Paula Cornell
    President
    Simi Valley,CA93063
    None Public Charity General Support 6,200
    Freedom Alliance
    22570 Markey Court
    Dulles,VA20166
    None Public Charity General Support 250
    Friends of the IDF
    Suite 1301 1430 Broadway
    New York,NY10018
    None Public Charity General Support 3,000
    Girls Town Beit Chana
    706 Eastern Pkwy Ste 1G
    Brooklyn,NY11213
    None Public Charity General Support 414
    Guide Dog FDN
    371 East Jericho Turnpike
    Smithtown,NY11787
    None Public Charity General Support 5,500
    Habitat for Humanity of Las Vegas
    4580 W Sahara Ave Ste 120
    Las Vegas,NV89102
    None Public Charity General Support 2,000
    Handicap International
    6930 Carroll Ave Ste 240
    Takoma Park,MD20912
    None Public Charity General Support 500
    Help Hospitalized Veterans
    36585 Penfield Lane
    Winchester,CA92596
    None Public Charity General Support 25
    Help Me See
    20 West 36th Street Suite 700
    New York,NY100188005
    None Public Charity General Support 500
    Help of Southern Nevada
    1640 E Flamingo Rd 100
    Las Vegas,NV89119
    None Public Charity General Support 1,000
    Help Our Wounded
    402 W Palm Valley Blvd Suite A
    Round Rock,TX78664
    None Public Charity General Support 600
    Herobox
    500 Swanson Road Ste 1
    Tyrone,GA30290
    None Public Charity General Support 2,000
    HIAS Inc
    333 Seventh Avenue 16th Floor
    New York,NY10001
    None Public Charity General Support 200
    Honor Society of Phi Kappa Phi
    7576 Goodwood Blvd
    Baton Rouge,LA70806
    None Public Charity General Support 50
    Independence Institute
    727 East 16th Avenue
    Denver,CO80203
    None Public Charity General Support 100
    Institute For Justice
    901 N Glebe Road Ste 900
    Arlington,VA22203
    None Public Charity General Support 100
    International Eye Foundation
    10801 Connecticut Avenue
    Kensington,MD20895
    None Public Charity General Support 1,300
    Israel Children's Cancer Foundation
    141 Washington Ave Suite 205
    Lawrence,NY115591669
    None Public Charity General Support 1,500
    Israel Emergency Alliance dba Stand With Us
    6505 Wilshire Blvd
    Los Angeles,CA90048
    None Public Charity General Support 500
    Israel Special Kids Fund
    505 8th Ave Suite 12A04
    New York,NY10018
    None Public Charity General Support 300
    JBI International
    110 East 30th Street
    New York,NY10016
    None Public Charity General Support 1,025
    Jewish Federation of Las Vegas
    2317 Renaissance Dr
    Las Vegas,NV89119
    None Public Charity General Support 1,300
    Jewish Guild
    15 W 65th St
    New York,NY10023
    None Public Charity General Support 500
    Jewish National Fund
    1499 W Palmetto Park Rd Ste 130
    Boca Raton,FL33486
    None Public Charity General Support 500
    Jewish War Veterans of the USA Inc
    1811 R St Nw
    Washington,DC20009
    None Public Charity General Support 500
    Junior Blind of America
    5300 Angeles Vista Blvd
    Los Angeles,CA90043
    None Public Charity General Support 1,000
    Keep Memory Alive (Cleveland Clinc)
    888 W Bonneville Ave
    Las Vegas,NV89106
    None Public Charity General Support 26,000
    Las Vegas Rescue Mission
    480 West Bonanza Road
    Las Vegas,NV891063227
    None Public Charity General Support 1,203
    Learning Ally
    20 Roszel Road
    Princeton,NJ08540
    None Public Charity General Support 1,000
    Lions Eye Foundation of California-Nevada
    PO Box 7999
    San Francisco,CA94120
    None Public Charity General Support 500
    MADD
    511 E John Carpenter Fwy Suite 700
    Irving,TX75062
    None Public Charity General Support 500
    Make A Wish Foundation
    PO Box 97104
    Washington,DC200907104
    None Public Charity General Support 500
    MD Anderson Center
    Po Box 301407 Unit 1670
    Houston,TX77230
    None Public Charity General Support 2,000
    Mercy Corps
    45 SW Ankeny Street
    Portland,OR97204
    None Public Charity General Support 1,000
    Muscular Dystrophy Association
    3300 E Sunrise Dr
    Tucson,AZ857183299
    None Public Charity General Support 500
    NACOP
    6350 Horizon Dr
    Titusville,FL32780
    None Public Charity General Support 50
    National Association of Blind Veterans
    200 East Wells Street
    Baltimore,MD212304998
    None Public Charity General Support 1,800
    National Children's Cancer Society
    500 North Broadway Suite 800
    St Louis,MO63102
    None Public Charity General Support 400
    National Glaucoma Research (BrightFocus Foundation)
    22512 Gateway Center Drive
    Clarksburg,MD20871
    None Public Charity General Support 1,000
    National Parkinson Foundation
    200 SE 1st Street Suite 800
    Miami,FL33131
    None Public Charity General Support 250
    National Stroke Council (National Emergency Medicine Association)
    PO Box 69
    Nottingham,MD21128
    None Public Charity General Support 200
    National Veterans Services Fund
    PO Box 2465
    Darien,CT068200465
    None Public Charity General Support 100
    Nevada State College Foundation Inc
    1125 Nevada State Dr
    Henderson,NV89002
    None Public Charity General Support 5,000
    NV SPCA
    4950 Spectrum Blvd
    Reno,NV89512
    None Public Charity General Support 300
    Omaha Home For Boys
    4343 North 52nd Street
    Omaha,NE68104
    None Public Charity General Support 500
    Operation Finally Home
    1659 State Hiqhway 46 West Suite
    115-606
    New Braunfels,TX78132
    None Public Charity General Support 300
    Paralyzed Veterans of America
    801 Eighteenth Street NW
    Washington,DC200063517
    None Public Charity General Support 7,311
    Paws 4 Vets
    1121 C-324 Military Cut Off Rd
    Wilmington,NC28405
    None Public Charity General Support 900
    Paws for Purple Hearts
    5860 Labath Ave Suite A
    Rohnert Park,CA94928
    None Public Charity General Support 2,000
    Perkins School for the Blind
    175 North Beacon Street
    Watertown,MA02472
    None Public Charity General Support 1,800
    PETA
    501 Front St
    Norfolk,VA235101040
    None Public Charity General Support 2,000
    Project Hope
    255 Carter Hall Lane PO Box 250
    Millwood,VA226460000
    None Public Charity General Support 250
    Ronald McDonald House
    One Kroc Dr
    Oak Brook,IL60523
    None Public Charity General Support 500
    Safenest
    2915 West Charleston Ste 12
    Las Vegas,NV89102
    None Public Charity General Support 3,000
    Salute the Armed Forces (Salute Our Soldiers Inc)
    8602 Wolf Rd
    Burr Ridge,IL60527
    None Public Charity General Support 64
    Save the Children
    501 Kings Highway East Suite 400
    Fairfield,CT06825
    None Public Charity General Support 100
    Shade Tree
    PO Box 669
    Las Vegas,NV89125
    None Public Charity General Support 3,000
    Smile Train
    41 Madison Ave 28th Floor
    New York,NY10010
    None Public Charity General Support 250
    Soldiers' Angels
    2700 NE Loop 410 Suite 310
    San Antonio,TX782170100
    None Public Charity General Support 500
    Soldier's Wish
    Po Box 3231
    Tulsa,OK74101
    None Public Charity General Support 50
    Soup Kitchens In Israel (United Soup Kitchens)
    700 Broadway
    New York,NY10003
    None Public Charity General Support 200
    Southeastern Legal Foundation
    2255 Sewell Mill Road Ste 320
    Marietta,GA30062
    None Public Charity General Support 100
    Special Olympics Nevada (Special Olympics of Northern Califonia Inc)
    3480 Buskirk Ave Ste 340
    Pleasant Hill,CA94523
    None Public Charity General Support 100
    St Jude Research
    501 St Jude Place
    Memphis,TN38105
    None Public Charity General Support 200
    Temple Beth Sholom
    10700 Havenwood Lane
    Las Vegas,NV89135
    None Public Charity General Support 34,440
    The Cystic Fibrosis Foundation
    8011 34th Ave S suite 116
    Bloominton,MN55425
    None Public Charity General Support 415
    The Glaucoma Foundation
    80 Maiden Ln Rm 700
    New York,NY10038
    None Public Charity General Support 500
    The Heritage Foundation
    214 Massachusetts Ave NE
    Washington,DC200024958
    None Public Charity General Support 300
    The Israel Youth Village
    770 Eastern Pkwy
    Brooklyn,NY11213
    None Public Charity General Support 500
    The Leukemia & Lymphoma Society
    1311 Mamaroneck Avenue Suite 310
    White Plains,NY10605
    None Public Charity General Support 1,000
    The National Children's Cancer Society
    500 North Broadway Suite 800
    St Louis,MO63102
    None Public Charity General Support 100
    The Salvation Army
    PO Box 28369
    Las Vegas,NV891262369
    None Public Charity General Support 10,000
    The Seeing Eye
    PO Box 375
    Morristown,NJ07963
    None Public Charity General Support 1,250
    Three Square Food Bank
    4190 N Pecos Rd
    Las Vegas,NV89115
    None Public Charity General Support 300
    Touro University Nevada
    27 West 23rd Street
    New York,NY10010
    None Public Charity General Support 300
    USA Shooting
    1 Olympic Plaza
    Colorado Springs,CO80909
    None Public Charity General Support 35
    United Synagogue of Conservative Judaism
    820 Second Avenue 10th Avenue
    New York,NY100174504
    None Public Charity General Support 1,065
    UNLV Foundation
    4505 S Maryland Pkwy 451006
    Las Vegas,NV891541006
    None Public Charity General Support 25,000
    US Holocaust Memorial Museum
    100 Raoul Wallenberg Pl SW
    Washington,DC200242126
    None Public Charity General Support 500
    US Justice Foundation
    PO Box 131637
    Houston,TX772191637
    None Public Charity General Support 150
    USO
    2111 Wilson Blvd Suite 1200
    Arlington,VA22201
    None Public Charity General Support 500
    Veterans of Foreign Wars
    National Headquarters 406 W 34th
    Street
    Kansas City,MO64111
    None Public Charity General Support 500
    Veterans of the Vietnam War
    805 South Township Blvd
    Pittston,PA186403327
    None Public Charity General Support 250
    VFW National Home for Children
    3573 South Waverly Rd
    Eaton Rapids,MI48827
    None Public Charity General Support 1,250
    Weizmann Institute of Science
    633 Third Avenue
    New York,NY10017
    None Public Charity General Support 1,200
    Wild Horse Warriors (Lifesavers Inc)
    23809 E Avenue J
    Lancaster,CA93535
    None Public Charity General Support 200
    Wonderwork 202020
    420 Fifth Avenue
    New York,NY10018
    None Public Charity General Support 800
    World Jewish Congress American Section
    501 Madison Avenue
    New York,NY10022
    None Public Charity General Support 350
    Youth Villages
    3320 Brother Blvd
    Memphis,TN38133
    None Public Charity General Support 100
    Zionist Organization of America
    4 East 34th Street
    New York,NY100164333
    None Public Charity General Support 50
    Total .................................bullet 3a 255,401
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
        14 252,273  
    4 Dividends and interest from securities....     14 88,496  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............
        18 -102,029  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 238,740 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13238,740
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    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
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    Wolzinger Family Foundation
    Mel Wolzinger President
    Employer identification number

    88-0468356
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    Wolzinger Family Foundation
    Mel Wolzinger President
    Employer identification number

    88-0468356
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
     
     

    JA Johnson and CW Wolzinger CLAT  
    3100 Skipworth
     
    Las Vegas, NV89107

    $19,040


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    Wolzinger Family Foundation
    Mel Wolzinger President
    Employer identification number

    88-0468356
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    Wolzinger Family Foundation
    Mel Wolzinger President
    Employer identification number

    88-0468356
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 AccountingFeesSchedule
    Name:
    Wolzinger Family Foundation
    Mel Wolzinger President
    EIN: 88-0468356
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting Fees 11,783 11,783   0

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    Wolzinger Family Foundation
    Mel Wolzinger President
    EIN: 88-0468356
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Investments - 9771 3,985,240 3,877,747

    TY 2014 InvestmentsOtherSchedule2
    Name:
    Wolzinger Family Foundation
    Mel Wolzinger President
    EIN: 88-0468356
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Investments - 6158 AT COST 1,089,093 1,103,003
    A/R-Investments in Transit AT COST 4,771 4,771

    TY 2014 OtherExpensesSchedule
    Name:
    Wolzinger Family Foundation
    Mel Wolzinger President
    EIN: 88-0468356
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Broker Fees 47 47   0
    Amotization 14 14   0


    TY 2014 OtherLiabilitiesSchedule
    Name:
    Wolzinger Family Foundation
    Mel Wolzinger President
    EIN: 88-0468356
    Description Beginning of Year - Book Value End of Year - Book Value
    Outstanding Checks 26,788 84,720


    TY 2014 TaxesSchedule
    Name:
    Wolzinger Family Foundation
    Mel Wolzinger President
    EIN: 88-0468356
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign Tax 569 569   0
    Taxes 5,644 0   0