THE MARY LOUISE FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE MARY LOUISE FOUNDATION INC (EIN 30-0219720)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-06-16
IRS object ID
202301679349100310
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-06-16T10:07:52-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN273544017PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GABRIEL BURGER & ELSE CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1418 SEWARD STAddressLine1Txt
CitySEWARDCityNm
State AbbreviationNEStateAbbreviationCd
ZIP684342129ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN300219720EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MARY LOUISE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMARYBusinessNameControlTxt
Phone4026434557PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line183752 SOUTH HIGHWAY 81AddressLine1Txt
CityNORFOLKCityNm
State AbbreviationNEStateAbbreviationCd
ZIP68701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD P ABLERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4023793414PhoneNum
Signature2023-06-07SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRICHARDPersonFirstNm
Person LastABLERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDUANE J GABRIEL CPAPreparerPersonNm
PTINP00053448PTIN
Phone4026434557PhoneNum
Preparation2023-06-07PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,651,248FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$71InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$71InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$71InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$56,687DividendsRevAndExpnssAmt
Dividends Adj Net Incm$56,687DividendsAdjNetIncmAmt
Other Income Rev And Expnss$36,455OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$36,455OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$36,455OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$93,213TotalRevAndExpnssAmt
Total Net Invst Incm$36,526TotalNetInvstIncmAmt
Total Adj Net Incm$93,213TotalAdjNetIncmAmt
Taxes Rev And Expnss$192TaxesRevAndExpnssAmt
Taxes Net Invst Incm$192TaxesNetInvstIncmAmt
Taxes Adj Net Incm$192TaxesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$192TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$192TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$192TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$186,952ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$186,952ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$187,144TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$192TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$192TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$186,952TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$93,931ExcessRevenueOverExpensesAmt
Net Investment Income$36,334NetInvestmentIncomeAmt
Adjusted Net Income$93,021AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$16,415SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$23,342SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$23,342SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$3,718,264OtherInvestmentsBOYAmt
Other Investments EOY$3,616,406OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,616,406OtherInvestmentsEOYFMVAmt
Other Assets BOY$10,500OtherAssetsBOYAmt
Other Assets EOY$11,500OtherAssetsEOYAmt
Other Assets EOYFMV$11,500OtherAssetsEOYFMVAmt
Total Assets BOY$3,745,179TotalAssetsBOYAmt
Total Assets EOY$3,651,248TotalAssetsEOYAmt
Total Assets EOYFMV$3,651,248TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,745,179RetainedEarningBOYAmt
Retained Earning EOY$3,651,248RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,745,179TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,651,248TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,745,179TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,651,248TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,745,179TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$93,931ExcessRevenueOverExpensesAmt
Subtotal$3,651,248SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,651,248TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$505InvestmentIncomeExciseTaxAmt
Subtotal$505SubtotalAmt
Tax Based On Investment Income$505TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$9EsPenaltyAmt
Tax Due$514TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNEOrgReportOrRegisterStateCd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRICHARD P ABLERIndividualWithBooksNm
Phone4023793414PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line183752 SOUTH HIGHWAY 81AddressLine1Txt
CityNORFOLKCityNm
State AbbreviationNEStateAbbreviationCd
ZIP687011234ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARD P ABLER
83752 S HWY 81NORFOLKNE68701PRESIDENT000.00$0$0$0
LANETA M ABLER
83752 S HWY 81NORFOLKNE68701SECRETARY000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION IS ACCUMULATING FUNDS WITH THE PURPOSE OF PURCHASING A FACILITY OR PARTNERING IN THE OPERATION OF A FACILITY TO ALLOW STABLE HOUSING FOR DISADVANTAGED AND POOR CHILDREN ANYWHERE THE CAUSE MAY BE IN THE WORLD. THE FOUNDATION ANNUALLY DISTRIBUTES DONATIONS TO MULTIPLE CHARITABLE ORGANIZATIONS. IN THE CALENDAR YEAR 2022, 43 CHARITABLE ORGANIZATIONS WERE THE BENEFICIARIES OF DONATIONS TOTALING 61,000. ALL OF THESE DISTRIBUTIONS WERE NEED BASED AND WENT DIRECTLY TO ASSIST IN MISSION WORK FOR DISADVANTAGED CHILDREN.Description1Txt
Expenses1$61,000Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,667,335AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,237AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$11,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,694,572TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,694,572AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$55,419CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,639,153NetVlNoncharitableAssetsAmt
Minimum Investment Return$181,958MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$186,952ExpensesAndContributionsAmt
Qualifying Distributions$186,952QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$186,952QualifyingDistributionsAmt
Remaining Distri From Corpus$186,952RemainingDistriFromCorpusAmt
Total Corpus$186,952TotalCorpusAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$93,021CurrentYearAmt
Year1$82,741Year1Amt
Year3$93,879Year3Amt
Total$269,641TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$79,068CurrentYearAmt
Year1$70,330Year1Amt
Year3$79,797Year3Amt
Total$229,195TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$186,952CurrentYearAmt
Year1$191,426Year1Amt
Year2$74,000Year2Amt
Year3$305,872Year3Amt
Total$758,250TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$186,952CurrentYearAmt
Year1$191,426Year1Amt
Year2$74,000Year2Amt
Year3$305,872Year3Amt
Total$758,250TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$121,305CurrentYearAmt
Year1$126,835Year1Amt
Year2$130,667Year2Amt
Year3$118,893Year3Amt
Total$497,700TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MISSIONS OF AFRICA
1622 21ST STREET NWWASHINGTONDC200773875NONE501(C)3MISSION RELIEF$1,000
RED CLOUD INDIAN SCHOOL
100 MISSION DRIVEPINE RIDGESD577702100NONE501(C)3MISSION RELIEF$2,000
BOYS TOWN NEBRASKA
14100 CRAWFORD STREETBOYS TOWNNE68010NONE501(C)3DISADVANTAGED CHILDREN$1,000
SOARING EAGLE
PO BOX 879BILLINGSMT59103NONE501(C)3MISSION RELIEF$1,000
OXFAM
PO BOX 97374WASHINGTONDC200907374NONE501(C)3MISSION RELIEF$1,000
EDMUNITE MISSIONS
PO BOX 2114SELMAAL367022114NONE501(C)3MISSION RELIEF$2,000
NORFOLK AREA OF HABITAT FOR HUMANIT
PO BOX 1251NORFOLKNE687011251NONE501(C)3DISADVANTAGED HOUSING$1,000
FR NADOLNY GOOD NEWS FUND INC
14 HAWLEY STREETNEWINGTONCT061112555NONE501(C)3MISSION RELIEF$2,000
MOSAIC
4980 SOUTH 118TH STREETOMAHANE68137NONE501(C)3ASSIST CHILDREN WITH DISABILITIES$2,000
WORLD VISION
PO BOX 70224TACOMAWA984810224NONE501(C)3MISSION RELIEF$2,000
MISSIONARY BENEDICTINE SISTERS
300 NORTH 18TH STREETNORFOLKNE68701NONE501(C)3MISSION RELIEF$1,000
GENERAL SECT OF FRANCISAN MISSIONS
PO BOX 130WATERFORDWI53185NONE501(C)3MISSION RELIEF$1,000
CATHOLIC RELIEF SERVICES
PO BOX 17152BALTIMOREMD212988452NONE501(C)3MISSION RELIEF$1,000
MARYKNOLL FATHERS AND BROTHERS
PO BOX 302MARYKNOLLNY105450302NONE501(C)3MISSION RELIEF$1,000
CATHOLIC MEDICAL MISSION
PO BOX 4715NEW YORKNY101634715NONE501(C)3MEDICAL MISSIONS$2,000
FEED THE CHILDREN
PO BOX 36OKLAHOMA CITYOK731010036NONE501(C)3MISSION RELIEF$2,000
ST AUGUSTINE INDIAN MISSION
PO BOX 766 MISSION RDWINNEBAGONE68071NONE501(C)3MISSION RELIEF$2,000
BREAD AND WATER FOR AFRICA
PO BOX 96579WASHINGTONDC200777930NONE501(C)3MISSION RELIEF$1,000
BENEDICTINE HOUSE
PO BOX 528SCHUYLERNE686610528NONE501(C)3MISSION RELIEF$2,000
ST LABRE INDIAN SCHOOL
PO BOX 216ASHLANDMT590039989NONE501(C)3MEDICAL MISSIONS$1,000
SMILE TRAIN
PO BOX 96208WASHINGTONDC200906208NONE501(C)3MISSION RELIEF$2,000
OBLATE MISSION
PO BOX 659439SAN ANTONIOTX782669769NONE501(C)3MISSION RELIEF$1,000
COVENANT HOUSE
PO BOX 96393WASHINGTONDC200777114NONE501(C)3MISSION RELIEF$1,000
SISTERS OF ST FRANCIS OF ASSISSI
3221 SOUTH LAKE DRIVESAINT FRANCISWI532353799NONE501(C)3MISSION RELIEF$2,000
SHRINERS HOSPITAL FOR CHILDREN
2900 ROCKY POINT DRIVETAMPAFL33607NONE501(C)3MEDICAL ASSISTANCE$2,000
WORLD VILLAGES FOR CHILDREN
PO BOX 9700WASHINGTONDC200777142NONE501(C)3MISSION RELIEF$1,000
ST JOSEPH INDIAN SCHOOL
PO BOX 326CHAMBERLAINSD57326NONE501(C)3MEDICAL RELIEF$2,000
MARYKNOLL SISTERS
PO BOX 317MARYKNOLLNY105459914NONE501(C)3MEDICAL RELIEF$2,000
SIENA FRANCIS HOUSE
PO BOX 217OMAHANE681010217NONE501(C)3MEDICAL MISSION$1,000
CONCEPTION ABBEY
PO BOX 501CONCEPTIONMO644330501NONE501(C)3PRIEST FORMATION$1,000
CARE GIFT CENTER
PO BOX 1870MERRIFIELDVA221169646NONE501(C)3MISSION RELIEF$1,000
CHRISTIAN APPLACHIAN PROJECT
PO BOX 55911LEXINGTONKY41240NONE501(C)3MISSION RELIEF$2,000
POOR CLARES OF OMAHA
22625 EDGEWATER ROADELKHORNNE68022NONE501(C)3MEDICAL RELIEF$1,000
OPERATION SMILE
PO BOX 5017HAGERSTOWNMD217419716NONE501(C)3MISSION RELIEF$1,000
PRIESTS FOR LIFE
PO BOX 236695COCOAFL329239800NONE501(C)3MISSION RELIEF$2,000
DOCTORS WITHOUT BORDERS
PO BOX 5022HAGERSTOWNMD217415022NONE501(C)3MISSION RELIEF$1,000
FATIMA CENTER USA
PO BOX 1470BUFFALONY142409935NONE501(C)3MISSION RELIEF$1,000
COLUMBAN FATHERS
PO BOX 10SAINT COLUMBANSNE68056NONE501(C)3MISSION RELIEF$1,000
DOMINICAN SISTERS OF MARY
4597 WARREN ROADANN ARBORMI48105NONE501(C)3MISSION RELIEF$1,000
MADONNA SCHOOL
6402 N 71ST STREETOMAHANE68104NONE501(C)3MISSION RELIEF$1,000
ST JUDES CHILDRENS HOSPITAL
262 DANNY THOMAS PLMEMPHISTN38105NONE501(C)3MISSION RELIEF$2,000
SERVANTS OF MARY
7400 MILITARY AVENUEOMAHANE68134NONE501(C)3MISSION RELIEF$1,000
SALESIAN MISSION
PO BOX 96567WASHINGTONDC200906567NONE501(C)(3)DISADVANTAGED CHILDREN$2,000
FIDELITY ADVISED FUND
100 CROSSY PARKWAYCOVINGTONKY410154325NONEDONOR ADVISEDISADVANTAGED CHILDREN$125,952
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$186,952TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion25ExclusionCd
Exclusion$71ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$56,687ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescANNUITY INCOMEDesc
Related Or Exempt Function Incm$36,455RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$56,758ExclusionAmt
Related Or Exempt Function Incm$36,455RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$93,213TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
1AGRANTS TO WORTHY ORGANIZATONS AND PERSONS, WITH PREFERENCE
1ATO POOR AND DISADVANTAGED CHILDREN THROUGHOUT THE WORLD

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNOT REQUIRED BY THE STATE OF NEBRASKAExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ANNUITY CONTRACTSFMV$3,045,556$3,045,556
SINGLE PREMIUM LIFE INSURANCEFMV$570,850$570,850

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ANTIQUE MOTORCYCLE$10,500$10,500$10,500
RECEIVABLE$1,000$1,000

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescANNUITY INCOMEDesc
Revenue And Expenses Per Books$36,455RevenueAndExpensesPerBooksAmt
Net Investment Income$36,455NetInvestmentIncomeAmt
Adjusted Net Income$36,455AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$192Amt
Net Investment Income$192NetInvestmentIncomeAmt
Adjusted Net Income$192AdjustedNetIncomeAmt

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