FURTHER FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FURTHER FOUNDATION (EIN 47-0772447)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-05
- IRS object ID
- 202321259349100512
- Schema version
- 2021v4.2
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-05T13:43:51-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470772447 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Further Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | FURT | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN KANTER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRIAN | PersonFirstNm |
| Person Last | KANTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $3,613,885 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,907 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,907 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $49,917 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,317 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $63,736 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $63,736 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $41,466 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$28,599 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,220,998 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $86,961 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $112,960 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $5,508 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,525 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,983 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $20,166 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,166 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,708 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $208 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $19,745 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $19,745 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $27,952 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,321 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26,631 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $75,079 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,965 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $29,614 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $200,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $200,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $275,179 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,965 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $229,714 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$188,218 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $68,995 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $201,044 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $450,717 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $450,717 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $419,155 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $581,235 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $540,383 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,889,044 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,771,946 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,904,658 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $352,611 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $453,066 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $387,379 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $236,874 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $146,876 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $673,301 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $89,998 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $330,748 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,535,155 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,346,962 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,613,885 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,032 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,025 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $7,032 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,025 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,528,155 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,339,937 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,528,155 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,339,937 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,528,155 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,346,962 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,528,155 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$188,218 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,339,937 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,339,937 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $638,998 | $666,226 | -$27,228 | -$27,228 | |||
| 2610 WEST M COURT REAL PROP & IMP-ADMIN | $582,000 | $583,371 | -$1,371 | -$1,371 | P | 2001-08-01 | 2021-11-01 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$28,599 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $959 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $959 | SubtotalAmt |
| Tax Based On Investment Income | $959 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,300 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $341 | OverpaymentAmt |
| Applied To ES Tax | $341 | 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 |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| James Hamilton | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas, Dir | 0.0 | $0 | $0 | $0 |
| Brian Kanter | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 2.0 | $0 | $0 | $0 |
| Nathan Lore | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 0.0 | $0 | $0 | $0 |
| Sam Manzitto Sr | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 0.0 | $0 | $0 | $0 |
| Tiffany Schnittker | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec | 0.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,288,351 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $457,247 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $528,469 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,274,067 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,274,067 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,111 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,209,956 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $210,498 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $210,498 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $959 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $959 | TotalTaxAmt |
| Distributable Before Adj | $209,539 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $209,539 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $209,539 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $229,714 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $229,714 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $209,539 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $222,698 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Qualifying Distributions | $229,714 | QualifyingDistributionsAmt |
| Applied To Year1 | $222,698 | AppliedToYear1Amt |
| Applied To Current Year | $7,016 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $202,523 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUBS OF LINCOLNLANCASTER COUNTY | |||||||
| PO BOX 80914 | LINCOLN | NE | 68501 | N/A | PC | General & Unrestricted | $23,400 |
| CYSTIC FIBROSIS FOUNDATION - NEBRASKA CHAPTER | |||||||
| 2827 S 88TH ST | OMAHA | NE | 68124 | N/A | PC | General & Unrestricted | $39,000 |
| INTERNATIONAL COUNCIL FOR REFUGEES AND IMMIGRANTS | |||||||
| 6901 DODGE ST STE 104 | OMAHA | NE | 68132 | N/A | PC | General & Unrestricted | $39,000 |
| REFUGEE WOMEN RISING | |||||||
| 3902 DAVENPORT ST | OMAHA | NE | 68131 | N/A | PC | General & Unrestricted | $28,500 |
| SOMALI COMMUNITY SERVICE INC | |||||||
| 1136 NW RADIAL HWY | OMAHA | NE | 68132 | N/A | PC | General & Unrestricted | $15,600 |
| THE NEBRASKA ABORTION AND REPRODUCTIVE JUSTICE FUN | |||||||
| 17105 MERION DR | OMAHA | NE | 68136 | N/A | PC | General & Unrestricted | $15,600 |
| WHISPERING ROOTS | |||||||
| 4104 S 90TH ST | OMAHA | NE | 68127 | N/A | PC | General & Unrestricted | $39,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $200,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,907 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,917 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $41,466 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$28,599 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $64,691 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $64,691 | 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 (28 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| BUILDING (ADMIN) | 2001-08-01 | $617,105 | $446,933 | SL | 27 | $7,480 | $0 | $0 |
| BUILDING (JOSHUA) | 1999-10-29 | $165,058 | $130,545 | SL | 27 | $6,002 | $0 | $0 |
| BLDG-A/C(2610 W M) | 2012-06-26 | $2,700 | $2,700 | SL | 7 | $0 | ||
| BLDG-A/C UNIT 13 S | 2010-06-01 | $1,900 | $1,900 | SL | 10 | $0 | ||
| BLDG-DECK (JOSHUA) | 2017-06-21 | $11,870 | $3,165 | SL | 15 | $791 | $0 | $0 |
| BLDG-DECK/FENCE JO | 1999-10-27 | $4,000 | $3,163 | SL | 27 | $145 | $0 | $0 |
| BLDG-DEP (JOSHUA) | 1999-09-29 | $875 | $695 | SL | 27 | $32 | $0 | $0 |
| BLDG-FAN (2610 WM) | 2010-04-21 | $2,309 | $2,309 | SL | 10 | |||
| BLDG-LANDSCAPE ADM | 2001-10-08 | $8,021 | $8,021 | SL | 10 | |||
| BLDG-REMODEL 1/06 | 2006-01-01 | $361,290 | $143,590 | SL | 39 | $3,088 | $0 | $0 |
| BLDG-REMODEL 4/12 | 2012-04-16 | $81,275 | $19,190 | SL | 39 | $695 | $0 | $0 |
| BLDG-SIGN (ADMIN) | 2002-03-01 | $5,840 | $5,840 | SL | 10 | |||
| EQUIP-A/C(5/14/02) | 2002-05-14 | $945 | $945 | SL | 7 | |||
| EQUIP-A/C(2610MST) | 2019-06-01 | $3,700 | $1,089 | SL | 7 | $176 | $0 | $0 |
| EQUIP - A/C 1 TON | 2008-04-25 | $5,562 | $5,562 | SL | 7 | |||
| EQUIP - A/C SYSTEM | 2000-06-26 | $1,373 | $1,373 | SL | 15 | |||
| EQUIP-BLINDS(2610) | 2012-03-07 | $3,132 | $3,132 | SL | 7 | |||
| EQUIP - CARPET | 2000-02-22 | $1,370 | $1,370 | SL | 7 | |||
| EQUIP- CARPET/TILE | 1999-01-14 | $2,782 | $2,782 | SL | 7 | |||
| EQUIP - FENCE | 1999-12-04 | $3,200 | $3,200 | SL | 7 | |||
| EQUIP - FIRE ALARM | 2000-01-29 | $1,446 | $1,446 | SL | 7 | |||
| EQUIP - FURNACE | 2002-03-21 | $3,844 | $3,844 | SL | 7 | |||
| EQUIP-FURNACE/ A/C | 2002-05-28 | $3,284 | $3,284 | SL | 7 | |||
| EQUIP - HOBART DW | 2006-02-01 | $3,527 | $3,527 | SL | 7 | |||
| EQUIP-SECUR WIN/DR | 1999-01-28 | $1,010 | $1,010 | SL | 7 | |||
| LAND (ADMIN) | 2000-10-10 | $122,429 | L | |||||
| LAND (JOSHUA) | 1999-10-29 | $18,340 | L | |||||
| BLDG IMP - ROOF | 2020-09-16 | $36,731 | $1,002 | SL | 27 | $1,336 | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CITIGROUP INC SER G MTN - 2.00 | $100,010 | $77,591 |
| GOLDMAN SACHS GROUP INC - 2.60 | $50,010 | $45,638 |
| PAYPAL HOLDINGS INC - 2.650% - | $50,445 | $47,362 |
| PPG INDS INC NOTE - 2.550% - 0 | $103,510 | $88,083 |
| SCHWAB CHARLES CORP NOTE CALL | $49,771 | $42,280 |
| WELLS FARGO & CO SER T MTN - 2 | $99,320 | $86,425 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $27,804 | $38,871 |
| AIR PRODS & CHEM INC | $40,400 | $36,072 |
| ALPHABET INC CL A | $31,400 | $30,510 |
| AMAZON COM | $36,060 | $31,863 |
| AMERICAN TOWER REIT INC | $37,086 | $38,339 |
| APPLE INC | $38,140 | $30,489 |
| BARON DISCOVERY FUND INSTITUTI | $67,575 | $73,729 |
| BLACKROCK INC | $29,800 | $33,497 |
| CHUBB LIMITED | $21,727 | $36,367 |
| CINTAS CRP | $28,283 | $39,221 |
| CME GROUP, INC | $37,665 | $39,917 |
| COSTCO WHOLESALE CORPORATION | $30,824 | $47,449 |
| DANAHER CORP | $44,358 | $35,493 |
| FIDELITY TOTAL BOND ETF | $49,986 | $44,204 |
| GOLDMAN SACHS GQG PARTNERS INT | $97,576 | $109,673 |
| GQG PARTNERS EMERGING MARKETS | $40,025 | $41,526 |
| HONEYWELL INTL | $31,332 | $35,631 |
| INTUITIVE SURGICAL | $28,855 | $30,107 |
| INVESCO QQQ TRUST | $74,614 | $91,090 |
| ISHARES CORE 1-5 YEAR USD BOND | $80,727 | $74,655 |
| ISHARES MSCI EMERGING MARKETS | $54,038 | $50,125 |
| ISHARES TRUST MSCI EAFE INDEX | $74,513 | $62,490 |
| LOWES COMPANIES INC | $23,077 | $34,934 |
| MICROSOFT CORP | $27,735 | $38,525 |
| MORGAN STANLEY | $36,353 | $31,945 |
| MSCI INC | $28,402 | $37,094 |
| NIKE INC-CL B | $28,040 | $29,945 |
| PRINCIPAL FDS, INC. MIDCAP FD | $85,100 | $88,794 |
| REPUBLIC SVCS INC | $26,754 | $39,261 |
| RESMED INC | $29,866 | $36,685 |
| SALESFORCE.COM | $33,914 | $30,532 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $23,610 | $33,518 |
| TRACTOR SUPPLY CO COM | $43,406 | $35,862 |
| UNION PACIFIC | $31,145 | $37,324 |
| UNITEDHEALTH GROUP INC | $34,686 | $38,522 |
| VANGUARD LG-CAP ETF | $73,830 | $86,175 |
| VANGUARD MID-CAP ETF | $74,951 | $83,712 |
| VANGUARD SM-CAP ETF | $85,043 | $97,740 |
| VISA INC | $38,665 | $38,394 |
| ZOETIS INC | $44,581 | $34,378 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $135,751 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $133,328 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $445,484 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $407,055 | StateLocalSecEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (28 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING (ADMIN) | ||||
| BUILDING (JOSHUA) | $165,058 | $136,547 | $28,511 | $237,600 |
| BLDG-A/C(2610 W M) | ||||
| BLDG-A/C UNIT 13 S | ||||
| BLDG-DECK (JOSHUA) | $11,870 | $3,956 | $7,914 | $7,915 |
| BLDG-DECK/FENCE JO | $4,000 | $3,308 | $692 | $692 |
| BLDG-DEP (JOSHUA) | $875 | $727 | $148 | $148 |
| BLDG-FAN (2610 WM) | ||||
| BLDG-LANDSCAPE ADM | ||||
| BLDG-REMODEL 1/06 | ||||
| BLDG-REMODEL 4/12 | ||||
| BLDG-SIGN (ADMIN) | ||||
| EQUIP-A/C(5/14/02) | ||||
| EQUIP-A/C(2610MST) | ||||
| EQUIP - A/C 1 TON | ||||
| EQUIP - A/C SYSTEM | ||||
| EQUIP-BLINDS(2610) | ||||
| EQUIP - CARPET | ||||
| EQUIP- CARPET/TILE | ||||
| EQUIP - FENCE | ||||
| EQUIP - FIRE ALARM | ||||
| EQUIP - FURNACE | ||||
| EQUIP-FURNACE/ A/C | ||||
| EQUIP - HOBART DW | ||||
| EQUIP-SECUR WIN/DR | ||||
| LAND (ADMIN) | ||||
| LAND (JOSHUA) | $18,340 | $18,340 | $50,000 | |
| BLDG IMP - ROOF | $36,731 | $2,338 | $34,393 | $34,393 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Document Review/Drafting | CategoryTxt |
| Legal Fees | $5,508 | LegalFeesAmt |
| Net Investment Income | $2,525 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,983 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $26,631 | $26,631 | |
| Bank Charges | $25 | $25 | |
| EQUIPMENT/FURNITURE PURCHASE | $1,296 | $1,296 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $20,166 | Amt |
| Net Investment Income | $20,166 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2022 | $1,300 | |
| 990-PF Extension for 2021 | $200 | |
| Foreign Tax Paid | $208 | $208 |
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