2024-05-09T16:56:16-05:00 2023-12-31 821863056 TAX & ADVISORY SERVICES PC 1135 TERMINAL WAY SUITE 100 RENO NV 895022145 990PF 2023-01-01 274686217 EJC FOUNDATION EJCF 7753439919 5080 BELLA COURT RENO NV 89519 JAMES M COPENHAVER PRESIDENT 7753439919 2024-05-08 1 JAMES COPENHAVER XXX-XX-XXXX 1 LISA BAGLEY P00634018 7753591040 2024-05-08 0 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2404686 X X 9452 9452 68528 68528 34633 713844 138 246 246 0 112859 78364 0 95400 0 0 95400 2620 0 0 2620 27349 27298 0 51 125369 27298 0 98071 109590 109590 234959 27298 0 207661 -122100 51066 0 139600 151294 151294 30 768406 772666 724102 1175141 1037310 1432741 104167 104770 96549 2187344 2066040 2404686 63 318 63 318 X 2187281 2065722 2187281 2065722 2187344 2066040 2187281 -122100 1251 2066432 710 2065722 CAPITAL GAINS DIVIDENDS P 138 138 138 138 0 710 0 710 0 710 392 0 0 0 392 0 318 0 0 0 0 0 0 0 0 0 0 0 1 NV 0 0 0 0 0 1 N/A JODY L COPENHAVER 7753761905 5080 BELLA COURT RENO NV 89519 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES COPENHAVER 5080 BELLA COURT RENO NV 89519 PRESIDENT 6.00 31800 0 0 JODY COPENHAVER 5080 BELLA COURT RENO NV 89519 SECRETARY/TREASURER 6.00 31800 0 0 TODD COPENHAVER 2050 PINE RIDGE DRIVE RENO NV 89509 VICE PRESIDENT 6.00 31800 0 0 NONE 0 NONE 0 PROVIDED FINANCIAL ASSISTANCE TO HUNDREDS OF ELDERLY PERSONS VIA 12 ORGANIZATIONS PROVIDING SERVICES TO THEM IN MEETING THEIR PHYSICAL, MENTAL OR EMOTIONAL NEEDS. 109590 0 1981230 145447 0 2126677 0 0 2126677 31900 2094777 104739 104739 710 710 104029 0 104029 0 104029 207661 0 207661 104029 0 0 94885 95758 99483 116377 135802 542305 207661 0 0 0 104029 103632 0 0 645937 0 0 0 0 0 0 94885 551052 95758 99483 116377 135802 103632 JAMES M COPENHAVER 5080 BELLA COURT RENO NV 89519 7753761905 JIMCOPEN5080@GMAIL.COM APPLICANTS SHOULD USE THE APPLICATION FORM PROVIDED BY THE FOUNDATION. NONE AWARDS ARE LIMITED TO THE STATE OF NEVADA, IN PARTICULAR ALL COUNTIES EXCEPT WASHOE, CARSON CITY, AND CLARK. RECIPIENTS MUST BE 55 YEARS OF AGE OR OLDER. UNIVERSITY OF NEVADA RENO FOUNDATION UNIVERSITY OF NEVADA MS 0007 RENO NV 895570007 NA PC TO ASSIST WITH MEDICAL NEEDS. 50000 NORTHEASTERN NEVADA SAFE 225 SILVER STREET SUITE 104 ELKO NV 89801 NA PC TO ASSIST WITH ADVOCATE NEEDS. 12000 ADOPT A VET DENTAL PROGRAM 1301 CORDONE AVENUE SUITE 100 RENO NV 89502 NA PC TO ASSIST WITH MEDICAL NEEDS. 10000 ELKO COUNTY SOCIAL SERVICES 540 COURT STREET ELKO NV 89801 NA PC TO ASSIST WITH SOCIAL SERVICES. 2000 HOUSE CALLS LTD BOX 2436 FERNLEY NV 89408 NA PC TO ASSIST WITH MEDICAL NEEDS. 12000 NEVADA HEALTH CENTERS 3325 RESEARCH WAY CARSON CITY NV 89706 NA PC TO ASSIST WITH MEDICAL NEEDS. 10000 WHITE PINE COUNTY NUTRITION 1000 CAMPTON STREET ELY NV 89301 NA PC TO ASSIST WITH NUTRITIONAL NEEDS. 10000 NEVADA RURAL COUNTIES RSVP PROGRAM 2621 NORTHGATE LANE STE 6 CARSON CITY NV 89706 NA PC TO ASSIST WITH MEDICAL NEEDS 2000 EDITH JOHNSON PO BOX 343 CARLIN NV 89822 NA I TO ASSIST WITH MEDICAL NEEDS. 176 ANN OVERMAN PO BOX 651 CARLIN NV 89822 NA I TO ASSIST WITH MEDICAL NEEDS. 247 JANELL MENDOZA 7155 ARTHUR AVENUE ELKO NV 89801 NA I TO ASSIST WITH MEDICAL NEEDS. 1167 109590 0 9452 68528 246 34633 0 0 112859 112859 3 EXCLUDABLE INVESTMENT INCOME 4 EXCLUDABLE INVESTMENT INCOME 7 EXCLUDABLE INVESTMENT INCOME 8 EXCLUDABLE GAIN FROM DISPOSITION OF PROPERTY 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2620 0 0 2620 NOT REQUIRED TO FILE WITH NEVADA ATTORNEY GENERAL MORGAN STANLEY 5529 LT COVERED SALES PURCHASED 11573 12914 COST 0 -1341 MORGAN STANLEY 5529 ST COVERED SALES PURCHASED 6646 6607 COST 37 2 MORGAN STANLEY 5529 LT NONCOVERED SALES PURCHASED 13273 14889 COST 54 -1670 MORGAN STANLEY 5529 ST NONCOVERED SALES PURCHASED 32635 32838 COST 463 -666 FNMA POOL MA4587 2500 42AP01 PURCHASED 2023-12 43 COST 0 43 MORGAN STANLEY 7415 ST COVERED SALES PURCHASED 248362 245549 COST 0 2813 MORGAN STANLEY 7415 LT COVERED SALES PURCHASED 401174 365860 COST 0 35314 MORGAN STANLEY - CORPORATE BONDS 104770 96549 MORGAN STANLEY - STOCKS 1037310 1432741 173410 167178 599256 556924 INCOME TAXES PAID 710 INVESTMENT EXPENSES 25970 25970 0 0 FOREIGN TAX PAID 1328 1328 0 0 LICENSES 51 0 0 51 NON-DIVIDEND DISTRIBUTIONS 227 227 0 OTHER INCOME 19 19 0 WASH SALE ADJUSTMENT 1251 FEDERAL TAX LIABILITY 63 318