KITTY M PERKINS FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
KITTY M PERKINS FOUNDATION (EIN 36-6154399)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-07
IRS object ID
202401289349101730
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-07T08:51:29-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN450250958PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EIDE BAILLY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line118081 BURT ST STE 200AddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP680224722ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN366154399EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KITTY M PERKINS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKITTBusinessNameControlTxt
Phone3086973395PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1304 NELSON STREET PO BOX 268AddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationNEStateAbbreviationCd
ZIP69022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKRISTINA L WITTEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3086973395PhoneNum
Signature2024-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKRISTINAPersonFirstNm
Person LastWITTEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWENDY R COOLEY CPAPreparerPersonNm
PTINP01523804PTIN
Phone4023302660PhoneNum
Preparation2024-05-03PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$12,209,777FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$336,543DividendsRevAndExpnssAmt
Dividends Net Invst Incm$336,543DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$303,977NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,698,933GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$303,977CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$4,564OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$645,084TotalRevAndExpnssAmt
Total Net Invst Incm$640,520TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$728LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$728LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,715AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,715AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$108,788OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$108,788OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$582InterestRevAndExpnssAmt
Interest Net Invst Incm$582InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$1,381TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,381TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$586OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$586OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$118,780TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$110,751TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,029TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$591,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$591,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$709,780TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$110,751TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$599,029TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$64,696ExcessRevenueOverExpensesAmt
Net Investment Income$529,769NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$7,028CashBOYAmt
Cash EOY$9,135CashEOYAmt
Cash EOYFMV$9,135CashEOYFMVAmt
Sav And Temp Cash Invst BOY$150,370SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$126,926SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$126,926SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$456,719USGovernmentObligationsBOYAmt
US Government Obligations EOY$469,716USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$442,966USGovtObligationsEOYFMVAmt
Corporate Stock BOY$5,657,657CorporateStockBOYAmt
Corporate Stock EOY$5,475,182CorporateStockEOYAmt
Corporate Stock EOYFMV$8,521,691CorporateStockEOYFMVAmt
Mortgage Loans BOY$180,257MortgageLoansBOYAmt
Mortgage Loans EOY$219,745MortgageLoansEOYAmt
Mortgage Loans EOYFMV$222,985MortgageLoansEOYFMVAmt
Other Investments BOY$2,714,068OtherInvestmentsBOYAmt
Other Investments EOY$2,800,699OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,886,074OtherInvestmentsEOYFMVAmt
Total Assets BOY$9,166,099TotalAssetsBOYAmt
Total Assets EOY$9,101,403TotalAssetsEOYAmt
Total Assets EOYFMV$12,209,777TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$9,166,099CapitalStockBOYAmt
Capital Stock EOY$9,101,403CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,166,099TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,101,403TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,166,099TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,101,403TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,166,099TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$64,696ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$9,101,403SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$9,101,403TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$52,518$58,897-$6,379-$6,379
PUBLICLY TRADED SECURITIESP$1,629,501$1,336,059$293,442$293,442
CAPITAL GAINS DIVIDENDSP$16,914$16,914$16,914
FieldValueIRS element (for citing)
Capital Gain Net Income$303,977CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,364InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,364SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7,364TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$8,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$636OverpaymentAmt
Applied To ES Tax$636AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKRISTINA L WITTEIndividualWithBooksNm
Phone3086973395PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1304 NELSON STREET PO BOX 268AddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationNEStateAbbreviationCd
ZIP69022ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KRISTINA L WITTE
70931 DRIVE 412WILSONVILLENE69046PRESIDENT/DIRECTOR0.50$0$0$0
WILLIAM E SHOEMAKER
304 NELSON STREETCAMBRIDGENE69022TREASURER/DIRECTOR0.50$0$0$0
J AUGUST SHOEMAKER
100 NORTH 12TH ST 605LINCOLNNE68508SECRETARY/DIRECTOR0.50$0$0$0
D CHARLES SHOEMAKER
BOX 309HASTINGSNE68902DIRECTOR0.50$0$0$0
KATHRYN A HEITMANN
BOX 340CAMBRIDGENE69022VICE PRESIDENT/DIRECTOR0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UBS FINANCIAL SERVICES INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 HARBOR BLVDAddressLine1Txt
CityWEEHAWKENCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07086ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT MGMTServiceTypeTxt
Compensation$67,954CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$11,644,828AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$206,151AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,850,979TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$11,850,979AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$177,765CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,673,214NetVlNoncharitableAssetsAmt
Minimum Investment Return$583,661MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$583,661MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,364TaxBasedOnInvestmentIncomeAmt
Total Tax$7,364TotalTaxAmt
Distributable Before Adj$576,297DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$576,297DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$576,297DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$599,029ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$599,029QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$576,297DistributableAsAdjustedAmt
Undistributed Income PY$589,069UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$599,029QualifyingDistributionsAmt
Applied To Year1$589,069AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$9,960AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$566,337UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKRISTINA L WITTERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line170931 DRIVE 412AddressLine1Txt
CityWILSONVILLECityNm
State AbbreviationNEStateAbbreviationCd
ZIP69046ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3086973395RecipientPhoneNum
Form And Info And MaterialsDETAIL AS TO PURPOSE FOR FUNDS AND AMOUNT REQUESTED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsLIMITED IN GENERAL TO PUBLIC CHARITIES UNDER IRC SECTION 501(C)(3) LOCATED IN SOUTH CENTRAL AND SOUTHWESTERN NEBRASKA.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BUTLER MEMORIAL LIBRARY FOUNDATION INC
316 NELSON STCAMBRIDGENE69022PCGENERAL SUPPORT$5,000
CITY OF CAMBRIDGE
722 PATTERSON AVENUECAMBRIDGENE69022GOVTO SUPPORT THE AMBULANCE$25,000
CITY OF CAMBRIDGE
722 PATTERSON AVENUECAMBRIDGENE69022GOVTO SUPPORT THE CAMBRIDGE SENIOR CENTER$25,000
CITY OF CAMBRIDGE
722 PATTERSON AVENUECAMBRIDGENE69022GOVTO SUPPORT THE ECONOMIC DEVELOPMENT COMMITTEE$50,000
CITY OF CAMBRIDGE
722 PATTERSON AVENUECAMBRIDGENE69022GOVTO SUPPORT THE GOLF COURSE$45,000
DOANE UNIVERSITY
1014 BOSWELL AVECRETENE68333PCTO SUPPORT THE PAN CARIBBEAN/SOUTH AMERICAN SCHOLARSHIP, AND CAPITAL CAMPAIGN$171,000
GREAT PLAINS HEALTHCARE FOUNDATION
601 WEST LEOTA STREETNORTH PLATTENE69101PCGENERAL SUPPORT$5,000
HASTINGS COLLEGE
710 N TURNER AVEHASTINGSNE68901PCTO SUPPORT THE FRENCH CHAPEL$25,000
HASTINGS LISTENING ROOM
809 W 2ND STREETHASTINGSNE68901PCTO SUPPORT THE LARK - THIRD FLOOR PROJECT$25,000
HASTINGS YMCA
1430 W 16TH STREETHASTINGSNE68901PCGENERAL SUPPORT$50,000
INNER CITY IMPACT
3327 W FULLERTON AVECHICAGOIL60647PCGENERAL SUPPORT$2,000
NEBRASKA LIONS FOUNDATION
3920 SPRUCELINCOLNNE68516SO III FIGENERAL SUPPORT$5,000
NEBRASKA PUBLIC MEDIA
1800 NORTH 33RD STREETLINCOLNNE68503PCNPR AND NET$20,000
OPEN SKY POLICY INSTITUTE
1327 H STREET STE 102LINCOLNNE68508PCGENERAL SUPPORT$10,000
TRI-VALLEY MEDICAL FOUNDATION
PO BOX 488CAMBRIDGENE69022PCGENERAL SUPPORT$15,000
VILLAGE OF WILSONVILLE
PO BOX 98WILSONVILLENE69046GOVEMERGENCY EQUIPMENT$5,000
CITY OF SYDNEY
1115 13TH AVENUESIDNEYNE69162GOVTO SUPPORT COMMUNITY CENTER$5,000
FIRST PRESBYTERIAN CHURCH OF HASTINGS
621 N LINCOLN AVEHASTINGSNE68901PCTO SUPPORT CAPITAL CAMPAIGN$50,000
FIRST CONGREGATIONAL UNITED CHURCH OF CHRIST OF CAMBRIDGE
515 NELSON STCAMBRIDGENE690223599PCGENERAL SUPPORT$10,000
NEBRASKA CHAMBER PLAYERS
100 N 12TH STE 500LINCOLNNE68508PCGENERAL SUPPORT$10,000
REPUBLICAN VALLEY GOLDEN YEARS FOUNDATION
PO BOX 634ARAPAHOENE689220634PCGENERAL SUPPORT$10,000
SCHOOL DISTRICT #21 OF FURNAS COUNTY
1003 NELSON STREETCAMBRIDGENE690220100GOVTO SUPPORT CLAY TRAP SHOOTING CLUB$10,000
REPUBLICAN VALLEY SHOOTING RANGE
811 SHOLE AVECAMBRIDGENE69022PCTO SUPPORT PHEASANTS FOREVER$10,000
FAMILIES OF SPINAL MUSCULAR ATROPHY
925 BUSSE ROADELK GROVE VILLAGEIL60007PCGENERAL SUPPORT$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$591,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$336,543ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$303,977ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFEDERAL REFUNDDesc
Related Or Exempt Function Incm$4,564RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$640,520ExclusionAmt
Related Or Exempt Function Incm$4,564RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$645,084TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11ALineNumberTxt
Relationship StatementFEDERAL EXCISE TAX REFUNDRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,715Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,715DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$5,475,182EOYBookValueAmt
EOYFMV$8,521,691EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$469,716USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$442,966USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSAT COST$2,795,378$2,880,753
ACCRUED DIVIDENDS RECEIVABLEAT COST$5,321$5,321

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$728LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$728DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$586RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$586DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFEDERAL REFUNDDesc
Revenue And Expenses Per Books$4,564RevenueAndExpensesPerBooksAmt
Adjusted Net Income$4,564AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$108,788Amt
Net Investment Income$108,788NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$1,381Amt
Net Investment Income$1,381NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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