HERBERT T WESTON JR & MARIAN S WESTON FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HERBERT T WESTON JR & MARIAN S WESTON FOUNDATION (EIN 47-0825494)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-11
- IRS object ID
- 202423169349100042
- 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
- Depreciation Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T12:54:52-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470526649 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANA F COLE & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1248 O ST STE 500 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 685081424 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470825494 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERBERT T WESTON JR AND | BusinessNameLine1Txt |
| Business Name Line2 | MARIAN S WESTON FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERB | BusinessNameControlTxt |
| Phone | 4024799300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O TOM OBRIST 1248 O ST STE 500 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68508 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW COHEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2024-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS M OBRIST | PreparerPersonNm |
| PTIN | P00249566 | PTIN |
| Phone | 4024799300 | PhoneNum |
| Preparation | 2024-11-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,014,079 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $34,341 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $34,341 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $170,635 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $170,635 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $3,305 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $3,305 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$17,726 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $21,770 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,530,296 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,770 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $326 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $230,377 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $230,051 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $99,427 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $99,427 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,893 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,777 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $510 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $510 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $10,891 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $10,891 | OccupancyNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $21,031 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21,031 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $138,752 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $137,636 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $674,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $674,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $812,752 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $137,636 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $674,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$582,375 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $92,415 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $351,599 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $293,106 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $293,106 | SavAndTempCashInvstEOYFMVAmt |
| Invst Land Cost Or Other Basis | $561,194 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $5,726 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $555,468 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $555,468 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $500,096 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $10,477,548 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,949,768 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,201,789 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $19,088 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,190 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $3,898 | LandEOYAmt |
| Land EOYFMV | $19,088 | LandEOYFMVAmt |
| Total Assets BOY | $11,384,615 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,802,240 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,014,079 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $11,384,615 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,802,240 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,384,615 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,802,240 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,384,615 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,802,240 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,384,615 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$582,375 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,802,240 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,802,240 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALES OF PUBLICLY TRADED STOCK | D | $973,900 | $619,741 | $354,159 | $354,159 |
| SALES OF PUBLICLY TRADED STOCK | P | $556,396 | $888,785 | -$332,389 | -$332,389 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,770 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $21,770 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,285 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,285 | SubtotalAmt |
| Tax Based On Investment Income | $1,285 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,240 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,240 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,955 | OverpaymentAmt |
| Applied To ES Tax | $3,955 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOM OBRIST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4024799300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1248 O ST SUITE 500 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| MATTHEW COHEN | ||||||||
| 4610 A STREET | LINCOLN | NE | 68510 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| KATHARINE WESTON COHEN | ||||||||
| 5816 SUNRISE RD | LINCOLN | NE | 68510 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| NICOLE GRAY | ||||||||
| 4610 A STREET | LINCOLN | NE | 68510 | TREASURER | 1.00 | $0 | $0 | $0 |
| BRIAN MILES | ||||||||
| 13333 CALIFORNIA ST | OMAHA | NE | 68154 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,897,429 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $651,747 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $494,370 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,043,546 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $17,043,546 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $255,653 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,787,893 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $839,395 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $839,395 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,285 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,285 | TotalTaxAmt |
| Distributable Before Adj | $838,110 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $838,110 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $838,110 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $674,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $674,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $838,110 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $663,153 | UndistributedIncomePYAmt |
| Qualifying Distributions | $674,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $663,153 | AppliedToYear1Amt |
| Applied To Current Year | $10,847 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $827,263 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KATHARINE W COHEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 303 | AddressLine1Txt |
| City | BEATRICE | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68310 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2702269038 | RecipientPhoneNum |
| Form And Info And Materials | GENERAL LETTER CONTAINING PURPOSES AND INTENT, IRS EXEMPTION LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LINCOLN COMMUNITY FOUNDATION | |||||||
| 215 CENTENNIAL MALL S 100 | LINCOLN | NE | 68508 | NONE | PC | INDIAN CENTER FUND | $3,000 |
| BEATRICE CEMETERY ASSOCIATION | |||||||
| 408 N 33RD ST | BEATRICE | NE | 68310 | NONE | NC | TREE PLANTING AND TREE CARE | $6,000 |
| BEATRICE HUMANE SOCIETY | |||||||
| PO BOX 646 | BEATRICE | NE | 68310 | NONE | PC | GENERAL PURPOSE | $16,000 |
| BEATRICE PUBLIC LIBRARY FOUNDATION | |||||||
| PO BOX 338 | BEATRICE | NE | 68310 | NONE | PC | GENERAL PURPOSE | $6,000 |
| COMMUNITY PLAYERS INC | |||||||
| PO BOX 116 ELLA ST | BEATRICE | NE | 68310 | NONE | PC | THEATRE AWARENESS | $5,000 |
| DOLLY'S LEGACY ANIMAL RESCUE | |||||||
| PO BOX 23122 | LINCOLN | NE | 68542 | NONE | PC | GENERAL PURPOSE | $1,500 |
| ANIMAL LEGAL DEFENSE FUND | |||||||
| 525 EAST COTATI AVENUE | COTATI | CA | 94931 | NONE | PC | GENERAL PURPOSE | $2,000 |
| CAPITAL HUMANE SOCIETY | |||||||
| 6500 S 70TH ST | LINCOLN | NE | 68516 | NONE | PC | GENERAL PURPOSE | $9,000 |
| COMMUNITY CROPS | |||||||
| 2530 Q ST | LINCOLN | NE | 68503 | NONE | PC | GENERAL PURPOSE | $2,000 |
| CRANE TRUST | |||||||
| 9325 S ALDA RD | WOOD RIVER | NE | 68883 | NONE | PC | GENERAL PURPOSE | $2,500 |
| THE ELEPHANT SANCTUARY IN TENNESSE | |||||||
| 27 E MAIN ST | HOHENWALK | TN | 38462 | NONE | PC | GENERAL PURPOSE | $3,000 |
| FIRST FAMILIES NOW | |||||||
| 2904 BIA 27 | PORCUPINE | SD | 57772 | NONE | PC | GENERAL PURPOSE | $7,000 |
| FOOD BANK OF LINCOLN | |||||||
| 4840 DORIS BAIR CIR STE A | LINCOLN | NE | 68504 | NONE | PC | GENERAL PURPOSE | $10,000 |
| FOUNDATION FOR LINCOLN CITY LIBRARY | |||||||
| 136 S 14TH ST | LINCOLN | NE | 68508 | NONE | PC | GENERAL PURPOSE | $5,000 |
| FRIENDS OF LIED | |||||||
| 301 N 12TH ST | LINCOLN | NE | 68588 | NONE | PC | GENERAL PURPOSE | $5,000 |
| FRIENDS OF PIMA ANIMAL CARE CENTER | |||||||
| 4000 N SILVERBELL RD | TUCSON | AZ | 85745 | NONE | PC | GENERAL PURPOSE | $10,000 |
| GAGE COUNTY HISTORICAL SOCIETY | |||||||
| PO BOX 793 | BEATRICE | NE | 68310 | NONE | PC | GENERAL PURPOSE | $8,000 |
| HORSE HAVEN | |||||||
| PO BOX 30393 | KNOXVILLE | TN | 37930 | NONE | PC | GENERAL PURPOSE | $2,000 |
| HUMANE SOCIETY OF CALLAWAY CNTY KY | |||||||
| PO BOX 764 | MURRAY | KY | 42071 | NONE | PC | GENERAL PURPOSE | $17,000 |
| HUMANITIES NEBRASKA | |||||||
| 215 CENTENNIAL MALL S 330 | LINCOLN | NE | 68508 | NONE | PC | GENERAL PURPOSE | $7,000 |
| INTERNATIONAL INDIGENOUS YOUTH | |||||||
| 938 W 8TH AVE | DENVER | CO | 80204 | NONE | PC | GENERAL PURPOSE | $2,000 |
| JOSLYN ART MUSEUM | |||||||
| 2200 DODGE ST | OMAHA | NE | 68102 | NONE | PC | GENERAL PURPOSE | $100,000 |
| LAKOTA PEOPLE'S LAW PROJECT | |||||||
| 210 HIGH ST | SANTA CRUZ | CA | 95060 | NONE | PC | GENERAL PURPOSE | $4,000 |
| LINCOLN COMMUNITY FOUNDATION | |||||||
| 215 CENTENNIAL MALL S 100 | LINCOLN | NE | 68508 | NONE | PC | LINCOLN FOREVER FUND | $6,000 |
| LUTHERAN FAMILY SERVICES | |||||||
| 1300 P STREET | LINCOLN | NE | 68508 | NONE | PC | GENERAL PURPOSE | $7,000 |
| MAIN STREET BEATRICE | |||||||
| 205 N 4TH ST | BEATRICE | NE | 68310 | NONE | PC | GENERAL PURPOSE | $4,000 |
| MALONE COMMUNITY CENTER | |||||||
| 2032 U ST | LINCOLN | NE | 68503 | NONE | PC | GENERAL PURPOSE | $5,000 |
| MARI SANDOZ HERITAGE SOCIETY | |||||||
| 3227 S 29TH ST | LINCOLN | NE | 68502 | NONE | PC | GENERAL PURPOSE | $7,500 |
| MUSICARES | |||||||
| 3030 OLYMPIC BLVD | SANTA MONICA | CA | 90404 | NONE | PC | GENERAL PURPOSE | $3,000 |
| NATIONAL NATIVE AMERICAN BOARDING | |||||||
| 2525 E FRANKLIN AVE 120 | MINNEAPOLIS | MN | 55406 | NONE | PC | GENERAL PURPOSE | $5,000 |
| NATIVE AMERICAN HERITAGE ASSOC | |||||||
| PO BOX 512 | RAPID CITY | SD | 57709 | NONE | PC | GENERAL PURPOSE | $7,000 |
| NEBRASKA APPLESEED | |||||||
| 941 O ST STE 920 | LINCOLN | NE | 68508 | NONE | PC | EDUCATIONAL PROGRAMS | $10,000 |
| NEBRASKA INDIAN COMMUNITY COLLEGE | |||||||
| 1111 US 75 | MACY | NE | 68039 | NONE | PC | GENERAL PURPOSE | $6,000 |
| NEBRASKA PEACE FOUNDATION | |||||||
| 941 O ST STE 1026 | LINCOLN | NE | 68508 | NONE | PC | GENERAL PURPOSE | $5,000 |
| NEBRASKA PUBLIC MEDIA FOUNDATION | |||||||
| 1800 N 33RD ST | LINCOLN | NE | 68503 | NONE | PC | GENERAL PURPOSE | $6,000 |
| NEBRASKA STATEWIDE ABORETUM | |||||||
| PO BOX 830964 | LINCOLN | NE | 68583 | NONE | PC | EDUCATIONAL & ENVIRONMENT PROGRAMS | $8,000 |
| OGLALA PET PROJECT | |||||||
| 19980 BIA 2 | KYLE | SD | 57752 | NONE | PC | GENERAL PURPOSE | $4,000 |
| PEOPLE'S CITY MISSION | |||||||
| 110 Q ST | LINCOLN | NE | 68508 | NONE | PC | GENERAL PURPOSE | $10,000 |
| PHOENIX REMIX ANIMAL RESCUE | |||||||
| 1410 DAKOTA ST | LINCOLN | NE | 68502 | NONE | PC | GENERAL PURPOSE | $500 |
| PRAIRIE PLAINS RESOURCE INSTITUTE | |||||||
| 1307 L ST | AURORA | NE | 68818 | NONE | PC | GENERAL PURPOSE | $10,000 |
| RAPTOR CONSERVATION ALLIANCE | |||||||
| PO BOX 223 | EAGLE | NE | 68347 | NONE | PC | RAPTOR RECOVERY PROGRAM | $10,000 |
| RICKY DAWKINS JR MEMORIAL | |||||||
| 13100 FILLY LANE | TRUCKEE | CA | 96161 | NONE | PC | GENERAL PURPOSE | $8,000 |
| SHELDON MUSEUM OF ART | |||||||
| PO BOX 880300 | LINCOLN | NE | 68588 | NONE | PC | GENERAL PURPOSE | $10,000 |
| SPRING CREEK PRAIRIE AUDUBON CENTER | |||||||
| 11700 SW 100TH ST | DENTON | NE | 68339 | NONE | PC | EDUCATIONAL & ENVIRONMENT PROGRAMS | $10,000 |
| THISTLE FARMS | |||||||
| 5122 CHARLOTTE PIKE | NASHVILLE | TN | 37209 | NONE | PC | GENERAL PURPOSE | $10,000 |
| UNIVERSITY OF NEBRASKA FOUNDATION | |||||||
| 1010 LINCOLN MALL | LINCOLN | NE | 68508 | NONE | PC | VARIOUS FUNDS | $238,000 |
| WILD HORSE RANCH RESCUE | |||||||
| 11811 S LINDSAY RD | GILBERT | AZ | 85296 | NONE | PC | GENERAL PURPOSE | $2,000 |
| WILDLIFE RESCUE TEAM | |||||||
| PO BOX 80127 | LINCOLN | NE | 68501 | NONE | PC | GENERAL PURPOSE | $10,000 |
| EPONA HORSE RESCUE | |||||||
| 20000 SW 114TH ST | CRETE | NE | 68333 | NONE | PC | GENERAL PURPOSE | $30,000 |
| HERMITAGE NO-KILL CAT SHELTER | |||||||
| 5278 E 21ST ST | TUCSON | AZ | 85711 | NONE | PC | GENERAL PURPOSE | $5,000 |
| NEBRASKA NO-KILL CANINE RESCUE | |||||||
| PO BOX 6295 | LINCOLN | NE | 68506 | NONE | PC | GENERAL PURPOSE | $1,000 |
| PAWS OF WAR | |||||||
| 127-6 SMITHTOWN BLVD | NESCONSET | NY | 11767 | NONE | PC | GENERAL PURPOSE | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $674,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,341 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $170,635 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$17,726 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,770 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC - CLASS ACTION SUITS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $326 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $209,346 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $209,346 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| LAWN MOWER | 2004-08-02 | $8,229 | $8,229 | 200DB | 7.0000 | ||
| GATE AND FENCE | 2013-11-25 | $5,726 | $5,726 | S/L | 7.0000 | ||
| LAWN MOWER | 2016-02-05 | $6,451 | $6,451 | S/L | 7.0000 | ||
| OFFICE FURNITURE | 2023-08-08 | $1,555 | S/L | 7.0000 | $204 | $204 | |
| OFFICE FURNITURE | 2023-09-25 | $2,853 | S/L | 7.0000 | $306 | $306 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | EOYFMVEOYFMVAmt | Book ValueBookValueAmt |
|---|---|---|---|---|
| LAND IMPROVEMENTS | $5,726 | $5,726 | $5,726 | |
| LAND | $555,468 | $494,370 | $555,468 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BRIDGES TRUST COMPANY - DONATED | AT COST | $4,061,487 | $7,831,238 |
| BRIDGES TRUST COMPANY - PURCHASED | AT COST | $5,888,281 | $9,370,551 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | EOYFMVEOYFMVAmt | Book ValueBookValueAmt |
|---|---|---|---|---|
| EQUIPMENT | $14,680 | $14,680 | $14,680 | |
| FURNITURE | $4,408 | $510 | $4,408 | $3,898 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FARMLAND, GAGE COUNTY, NE | ||
| SPRAYING, MOWING, & TREE REMO | $2,985 | $2,985 |
| CONTRACT LABOR | $3,600 | $3,600 |
| OTHER RENTAL EXPENSE | $2,166 | $2,166 |
| INSURANCE | $2,466 | $2,466 |
| REPAIRS | $6,647 | $6,647 |
| UTILITIES | $1,514 | $1,514 |
| PROPANE/FUEL | $1,653 | $1,653 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC - CLASS ACTION SUITS | Desc |
| Revenue And Expenses Per Books | $326 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES | CategoryTxt |
| Amt | $99,427 | Amt |
| Net Investment Income | $99,427 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $647 | |
| REAL ESTATE TAXES | $5,777 | $5,777 |
| EXCISE TAX | $469 |
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