ROBERT J KUTAK FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT J KUTAK FOUNDATION (EIN 47-0652086)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-08
- IRS object ID
- 202501289349101890
- Schema version
- 2024v5.1
- 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 Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-08T12:14:13-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | 2025-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $344,502 | 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 | $1,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $305 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $305 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,862 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,862 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,847 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $55,532 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,847 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $14 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $25,528 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,028 | 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 | $2,713 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,356 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,357 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,038 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,038 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $566 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $285 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,317 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,679 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,357 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,317 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,679 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,357 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,789 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,349 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,704 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,895 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,895 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $183,497 | CorporateStockBOYAmt |
| Corporate Stock EOY | $178,110 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $246,212 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $104,202 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $107,609 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $91,395 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $304,403 | TotalAssetsBOYAmt |
| Total Assets EOY | $292,614 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $344,502 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $304,403 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $292,614 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $304,403 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $292,614 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $304,403 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $292,614 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $304,403 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,789 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $292,614 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $292,614 | 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 | 2024-06-01 | 2024-12-31 | $4,732 | $3,666 | $1,066 | $1,066 |
| PUBLICLY TRADED SECURITIES | P | 2023-06-01 | 2024-12-31 | $49,370 | $36,019 | $13,351 | $13,351 |
| CAPITAL GAINS DIVIDENDS | P | $1,430 | $1,430 | $1,430 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,847 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $255 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $255 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $255 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $400 | 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 | $400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $145 | OverpaymentAmt |
| Applied To ES Tax | $145 | 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 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 | $334,596 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,949 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $344,545 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $344,545 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,168 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $339,377 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,969 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,969 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $255 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $255 | TotalTaxAmt |
| Distributable Before Adj | $16,714 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,714 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,714 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,357 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $31,357 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,714 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,768 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,549 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,973 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,079 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,415 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $40,784 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,357 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,714 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,643 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $55,427 | 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 | $4,768 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $50,659 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,549 | ExcessFromYear4Amt |
| Excess From Year3 | $1,973 | ExcessFromYear3Amt |
| Excess From Year2 | $14,079 | ExcessFromYear2Amt |
| Excess From Year1 | $15,415 | ExcessFromYear1Amt |
| Excess From Current Year | $14,643 | 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 MONTHS 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 STE 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 |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $305 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,862 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,847 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SETTLEMENT INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $14 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $24,028 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,028 | 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 | $2,713 | Amt |
| Net Investment Income | $1,356 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,357 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (74 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EATON CORP PLC | $687 | $2,323 |
| KLA CORP | $885 | $1,260 |
| OTIS WORLDWIDE CORP | $944 | $1,111 |
| BOOZ ALLEN HAMILTON HOLDINGS | $248 | $386 |
| PACCAR INC | $1,011 | $1,456 |
| HOME DEPOT INC | $929 | $2,334 |
| NIKE INC -CL B | $1,126 | $984 |
| REGENERON PHARMACEUTICALS | $797 | $712 |
| ROCHE HOLDINGS LTD-SPONS ADR | $1,491 | $1,221 |
| VERTEX PHARMACEUTICALS INC | $1,156 | $1,611 |
| ZOETIS INC | $934 | $978 |
| EDWARDS LIFESCIENCES CORP | $843 | $740 |
| MEDTRONIC PLC | $2,660 | $2,077 |
| THERMO FISHER SCIENTIFIC INC | $1,573 | $1,561 |
| WATERS CORP | $1,119 | $1,484 |
| CORTEVA INC | $1,283 | $1,367 |
| IQVIA HOLDINGS INC | $2,014 | $1,965 |
| UNITEDHEALTH GROUP INC | $2,479 | $4,047 |
| COMCAST CORP-CLASS A | $1,907 | $1,764 |
| COCA-COLA CO/THE | $1,400 | $1,556 |
| CONSTELLATION BRANDS INC-A | $1,141 | $1,105 |
| PROCTER & GAMBLE CO/THE | $1,281 | $1,509 |
| COSTCO WHOLESALE CORP | $707 | $916 |
| WALMART INC | $2,161 | $3,975 |
| HYATT HOTELS CORP - CL A | $472 | $628 |
| BERNSTEIN EMERGING MARKETS PORTFOLIO | $7,388 | $9,913 |
| BAKER HUGHES CO | $1,638 | $1,969 |
| CHEVRON CORP | $472 | $435 |
| EOG RESOURCES INC | $1,860 | $2,206 |
| BANK OF AMERICA CORP | $1,469 | $2,198 |
| GOLDMAN SACHS GROUP INC | $1,433 | $2,863 |
| PROGRESSIVE CORP | $1,035 | $2,156 |
| PROLOGIS INC | $1,736 | $1,586 |
| SCHWAB (CHARLES) CORP | $2,556 | $2,664 |
| VISA INC-CLASS A SHARES | $3,512 | $6,005 |
| WELLS FARGO & CO | $1,971 | $2,950 |
| WILLIS TOWERS WATSON PLC | $651 | $940 |
| LINDE PLC | $865 | $1,256 |
| LYONDELLSBASELL INDU-CL A | $1,629 | $1,411 |
| BERNSTEIN INTERNATIONAL STRATEGIC EQUITIES PORTFOLIO | $55,349 | $57,108 |
| AB DISCOVERY GRWTH FUND- ADVISOR | $6,118 | $6,403 |
| AB DISCOVERY VALUE FUND | $7,388 | $8,158 |
| AB SMALL CAP CORE PORTFOLIO ADV CL | $5,239 | $5,590 |
| CSX CORP | $2,025 | $2,227 |
| MICROSOFT CORP | $4,103 | $12,645 |
| ORACLE CORP | $1,572 | $3,166 |
| SERVICENOW INC | $439 | $1,060 |
| APPLE INC | $1,371 | $8,013 |
| WESTERN DIGITAL CORP | $548 | $477 |
| ADOBE INC | $2,102 | $1,779 |
| WALT DISNEY CO/THE | $1,890 | $2,116 |
| BROADCOM INC | $1,803 | $4,869 |
| NVIDIA CORP | $929 | $11,549 |
| NXP SEMICONDUCTORS NV | $1,550 | $1,871 |
| QUALCOMM INC | $479 | $614 |
| ALPHABET INC-CL C | $2,763 | $8,570 |
| AMAZON.COM INC | $4,225 | $7,459 |
| CDW CORP/DE | $399 | $696 |
| META PLATFORMS INC-CLASS A | $2,198 | $5,855 |
| T-MOBILE US INC | $1,398 | $2,207 |
| AMERICAN ELECTRIC POWER | $1,130 | $1,291 |
| MERCK & CO. INC | $1,514 | $1,194 |
| LABCORP HOLDINGS INC | $1,183 | $1,147 |
| STARBUCKS CORP | $1,037 | $1,004 |
| DIGITAL REALTY TRUST INC | $1,292 | $1,241 |
| PENTAIR PLC | $478 | $604 |
| HUBSPOT INC | $554 | $697 |
| FISERV INC | $1,499 | $1,643 |
| HONEYWELL INTERNATIONAL INC | $853 | $904 |
| TAIWAN SEMICONDUCTOR-SP ADR | $1,266 | $1,382 |
| AMEREN CORPORATION | $1,174 | $1,159 |
| DEERE & CO | $1,210 | $1,271 |
| GE VERNOVA INC | $817 | $1,645 |
| CAMECO CORP | $752 | $976 |
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 | $107,609 | BookValueAmt |
| EOYFMV | $91,395 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SETTLEMENT INCOME | Desc |
| Revenue And Expenses Per Books | $14 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $14 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $4,038 | Amt |
| Net Investment Income | $4,038 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $281 | $0 | $0 |
| FOREIGN TAXES | $285 | $285 | $0 |
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