ROBERT J KUTAK FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT J KUTAK FOUNDATION (EIN 47-0652086)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-10
- IRS object ID
- 202421319349102002
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-10T12:10:04-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18081 BURT ST STE 200 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 680224722 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470652086 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT J KUTAK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 4023466000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 FARNAM ST | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA SCHUETT PETERSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4023466000 | PhoneNum |
| Signature | 2024-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PATRICIA | PersonFirstNm |
| Person Last | SCHUETT PETERSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY R COOLEY CPA | PreparerPersonNm |
| PTIN | P01523804 | PTIN |
| Phone | 4023302660 | PhoneNum |
| Preparation | 2024-05-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $333,271 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $338 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $338 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,342 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,342 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,257 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $68,767 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,257 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $21,437 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,937 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,183 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,091 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,092 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,673 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,673 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $268 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $268 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,152 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,032 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,120 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $36,152 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,032 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,120 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,715 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,905 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,728 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,704 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,704 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $199,816 | CorporateStockBOYAmt |
| Corporate Stock EOY | $183,497 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $225,907 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $106,574 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $104,202 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $90,660 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $319,118 | TotalAssetsBOYAmt |
| Total Assets EOY | $304,403 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $333,271 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $319,118 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $304,403 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $319,118 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $304,403 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $319,118 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $304,403 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $319,118 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,715 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $304,403 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $304,403 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2023-06-01 | 2023-12-31 | $7,663 | $7,752 | -$89 | -$89 |
| PUBLICLY TRADED SECURITIES | P | 2022-06-01 | 2023-12-31 | $60,274 | $47,758 | $12,516 | $12,516 |
| CAPITAL GAINS DIVIDENDS | P | $830 | $830 | $830 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,257 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $221 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $221 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $221 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $340 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $340 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $119 | OverpaymentAmt |
| Applied To ES Tax | $119 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PATRICIA SCHUETT PETERSON | IndividualWithBooksNm |
| Phone | 4023466000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 FARNAM STREET | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PATRICIA SCHUETT PETERSON | ||||||||
| 1650 FARNAM STREET | OMAHA | NE | 681022186 | DIRECTOR & PRESIDENT | 1.00 | $0 | $0 | $0 |
| DAVID L AMSDEN | ||||||||
| 2092 CONTINENTAL DRIVE | ATLANTA | GA | 30345 | DIRECTOR & VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| PATRICK A RAY | ||||||||
| 6742 E SAN JUAN AVE | PARADISE VALLEY | AZ | 85253 | DIRECTOR & SECRETARY | 1.00 | $0 | $0 | $0 |
| JILL M JERSEK | ||||||||
| 1650 FARNAM STREET | OMAHA | NE | 681022186 | TREASURER | 1.00 | $0 | $0 | $0 |
| JOSEPH A INGRISANO | ||||||||
| 11303 WOODBROOK LN | RESTON | VA | 20194 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $307,868 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,497 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $323,365 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $323,365 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,850 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $318,515 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,926 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,926 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $221 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $221 | TotalTaxAmt |
| Distributable Before Adj | $15,705 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $15,705 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $15,705 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,120 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $31,120 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,705 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,964 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,768 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,549 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,973 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,079 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $30,333 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,120 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,705 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,415 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $45,748 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $4,964 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $40,784 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,768 | ExcessFromYear4Amt |
| Excess From Year3 | $4,549 | ExcessFromYear3Amt |
| Excess From Year2 | $1,973 | ExcessFromYear2Amt |
| Excess From Year1 | $14,079 | ExcessFromYear1Amt |
| Excess From Current Year | $15,415 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PATRICIA SCHUETT PETERSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 FARNAM STREET | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4023466000 | RecipientPhoneNum |
| Form And Info And Materials | TYPEWRITTEN AND INCLUDE INFORMATION ON THE APPLICANT'S BACKGROUND AND USES TO WHICH THE FUNDS WOULD BE APPLIED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED AT ANY TIME. RESPONSES ARE USUALLY RECEIVED WITHIN 3 MOS OF APPLICATION. | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE IS GIVEN TO GRANTS THAT SUPPORT FINE ARTS OR SUPPORT EDUCATION AND TRAINING IN THE LEGAL PROFESSION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NATIONAL LEGAL AID & DEFENDERS ASSOCIATION | ||||||
| 1140 CONNECTICUT AVE NW SUITE 900 | WASHINGTON | DC | 20036 | PC | TO FUND AWARDS FOR OUTSTANDING PERFORMANCE IN THE FIELD OF PROVIDING LEGAL AID TO THE POOR AND THE EXPENSES ASSOCIATED THEREWITH. | $20,000 |
| NEBRASKA LEGAL DIVERSITY COUNCIL | ||||||
| PO BOX 31098 | OMAHA | NE | 68131 | PC | TO FUND A NON-PROFIT ENTITY FOCUSED ON PIPELINE, RECRUITING, HIRING AND RETENTION OF DIVERSE ATTORNEYS IN NEBRASKA. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEBRASKA LEGAL DIVERSITY COUNCIL | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 31098 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO FUND A NON-PROFIT ENTITY FOCUSED ON PIPELINE, RECRUITING, HIRING AND RETENTION OF DIVERSE ATTORNEYS IN NEBRASKA. | GrantOrContributionPurposeTxt |
| Amt | $10,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $10,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $338 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,342 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,257 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,937 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,937 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX AND ACCOUNTING | CategoryTxt |
| Amt | $2,183 | Amt |
| Net Investment Income | $1,091 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,092 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (77 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RTX CORPORATION | $798 | $757 |
| EATON CORP PLC | $922 | $2,408 |
| KLA CORP | $329 | $581 |
| OTIS WORLDWIDE CORP | $1,232 | $1,432 |
| BOOZ ALLEN HAMILTON HOLDINGS | $502 | $768 |
| PAYPAL HOLDINGS INC | $1,174 | $676 |
| PACCAR INC | $1,456 | $2,051 |
| STELLANTIS NV | $524 | $653 |
| HOME DEPOT INC | $929 | $2,079 |
| NIKE INC -CL B | $1,184 | $1,520 |
| REGENERON PHARMACEUTICALS | $1,141 | $1,757 |
| ROCHE HOLDINGS LTD-SPONS ADR | $1,805 | $1,594 |
| VERTEX PHARMACEUTICALS INC | $1,429 | $2,035 |
| ZOETIS INC | $592 | $789 |
| EDWARDS LIFESCIENCES CORP | $1,374 | $1,296 |
| MEDTRONIC PLC | $2,731 | $2,142 |
| THERMO FISHER SCIENTIFIC INC | $980 | $1,062 |
| WATERS CORP | $1,126 | $1,317 |
| CORTEVA INC | $616 | $575 |
| ELEVANCE HEALTH INC | $1,198 | $1,886 |
| HCA HEALTHCARE INC | $1,169 | $1,353 |
| IQVIA HOLDINGS INC | $1,763 | $2,082 |
| UNITEDHEALTH GROUP INC | $2,732 | $4,738 |
| COMCAST CORP-CLASS A | $1,579 | $1,754 |
| COCA-COLA CO/THE | $1,673 | $1,768 |
| CONSTELLATION BRANDS INC-A | $862 | $967 |
| PROCTER & GAMBLE CO/THE | $1,249 | $1,319 |
| COSTCO WHOLESALE CORP | $503 | $660 |
| WALMART INC | $2,513 | $3,153 |
| HYATT HOTELS CORP - CL A | $801 | $913 |
| RESTAURANT BRANDS INTERN | $1,323 | $1,563 |
| AB EMERGING MARKETS PORT | $7,187 | $9,140 |
| BAKER HUGHES CO | $1,499 | $1,504 |
| CHEVRON CORP | $852 | $1,044 |
| EOG RESOURCES INC | $1,244 | $1,935 |
| AMERICAN TOWER CORP | $1,116 | $1,079 |
| BANK OF AMERICA CORP | $1,450 | $1,818 |
| GOLDMAN SACHS GROUP INC | $1,234 | $1,929 |
| LPL FINANCIAL HOLDINGS INC | $447 | $683 |
| PNC FINANCIAL SERVICES GROUP | $615 | $774 |
| PROGRESSIVE CORP | $1,492 | $2,708 |
| PROLOGIS INC | $1,447 | $1,733 |
| SCHWAB (CHARLES) CORP | $1,724 | $1,651 |
| VISA INC-CLASS A SHARES | $3,676 | $5,467 |
| WELLS FARGO & CO | $2,241 | $2,313 |
| WILLIS TOWERS WATSON PLC | $875 | $965 |
| LINDE PLC | $1,167 | $1,643 |
| LYONDELLSBASELL INDU-CL A | $1,235 | $1,426 |
| BERNSTEIN INTERNATIONAL STRATEGIC EQUITIES PORTFOLIO | $59,339 | $54,089 |
| AB DISCOVERY GRWTH FUND- AD | $6,695 | $6,132 |
| AB DISCOVERY VALUE-ADV | $7,254 | $8,279 |
| AB SMALL CAP CORE PORTFOLIO ADV CL | $5,077 | $5,793 |
| MASTEC INC | $951 | $682 |
| CSX CORP | $1,590 | $2,011 |
| AUTODESK INC | $211 | $243 |
| MICROSOFT CORP | $4,293 | $12,785 |
| ORACLE CORP | $1,838 | $2,636 |
| SERVICENOW INC | $439 | $706 |
| WORKDAY INC-CLASS A | $672 | $828 |
| APPLE INC | $1,498 | $6,931 |
| WESTERN DIGITAL CORP | $1,227 | $943 |
| ADOBE INC | $2,102 | $2,386 |
| GEN DIGITAL INC | $1,067 | $958 |
| ILLUMINA INC | $1,037 | $696 |
| SENSATA TECHNOLOGIES HOLDING | $653 | $526 |
| WALT DISNEY CO/THE | $1,294 | $1,174 |
| BROADCOM INC | $1,663 | $2,233 |
| NVIDIA CORP | $916 | $4,952 |
| NXP SEMICONDUCTORS NV | $916 | $1,608 |
| QUALCOMM INC | $1,206 | $1,591 |
| ALPHABET INC-CL C | $3,214 | $7,751 |
| AMAZON.COM INC | $3,772 | $5,166 |
| CDW CORP/DE | $464 | $1,137 |
| META PLATFORMS INC-CLASS A | $2,374 | $3,894 |
| T-MOBILE US INC | $1,553 | $1,924 |
| AMERICAN ELECTRIC POWER | $1,176 | $1,300 |
| NEXTERA ENERGY INC | $1,296 | $1,093 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BERNSTEIN INTERMEDIATE DURATION POTFOLIO | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $104,202 | BookValueAmt |
| EOYFMV | $90,660 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $28 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $3,673 | Amt |
| Net Investment Income | $3,673 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $268 | Amt |
| Net Investment Income | $268 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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