CHARLES E LAKIN FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES E LAKIN FOUNDATION INC (EIN 76-0751233)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-10
- IRS object ID
- 202302839349101020
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-10T13:26:44-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470574775 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKEL ZACHARIA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11404 WEST DODGE RD SUITE 700 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 681542576 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760751233 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES E LAKIN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 7122565580 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 NORTH 16TH STREET | AddressLine1Txt |
| City | COUNCIL BLUFFS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 51501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN WILD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7122565580 | PhoneNum |
| Signature | 2023-10-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHEN | PersonFirstNm |
| Person Last | WILD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CINDY BRENNEMAN | PreparerPersonNm |
| PTIN | P00328210 | PTIN |
| Phone | 4024969100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $221,641,391 | 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 | $7,833,067 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $36,522 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $36,522 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $446,076 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $446,076 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $2,684,701 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $2,684,701 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $1,054,644 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $3,725,982 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,471,168 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,725,982 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $14,726,348 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,893,281 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,181,655 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $834,917 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $159,535 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $24,054 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $21,649 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $152,829 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $19,500 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $14,542 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $43,513 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $804,804 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $222,374 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,262 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $521,134 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $400,353 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $354,837 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $40,964 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $949,882 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $458,727 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $340,594 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $216,774 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $27,691 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $52,697 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $21,630 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $68,746 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,871 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,699,796 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,292,083 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $979,655 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,958,343 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,958,343 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,658,139 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,292,083 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,937,998 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,068,209 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,601,198 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,655,000 | CashBOYAmt |
| Cash EOY | $352,550 | CashEOYAmt |
| Cash EOYFMV | $352,550 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $369,770 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,883,694 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,883,694 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $78,771 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $78,771 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $23,499,201 | CorporateStockBOYAmt |
| Corporate Stock EOY | $29,215,222 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $64,682,112 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $87,508,406 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $1,925,727 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $57,308,577 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $85,582,679 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $81,606,235 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $45,506,328 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $45,173,838 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $51,440,744 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $492,051 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $157,497 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $343,945 | LandBOYAmt |
| Land EOY | $334,554 | LandEOYAmt |
| Land EOYFMV | $334,554 | LandEOYFMVAmt |
| Other Assets BOY | $17,732,315 | OtherAssetsBOYAmt |
| Other Assets EOY | $18,262,731 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $18,262,731 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $146,415,136 | TotalAssetsBOYAmt |
| Total Assets EOY | $183,884,039 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $221,641,391 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,654 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $8,468 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable EOY | $35,000,000 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $400,880 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $8,654 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $35,409,348 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $146,406,482 | RetainedEarningBOYAmt |
| Retained Earning EOY | $148,474,691 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $146,406,482 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $148,474,691 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $146,415,136 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $183,884,039 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $146,406,482 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,068,209 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $148,474,691 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $148,474,691 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| BESSEMER ACCT 260 | 2021-01-21 | 2022-06-17 | $3,087,064 | $3,435,624 | -$348,560 | -$348,560 | |
| UBS ACCT 137 | 2017-12-01 | 2022-12-29 | $4,671,048 | $2,117,045 | $2,554,003 | $2,554,003 | |
| REAL PROPERTY SALES | 2018-04-15 | 2022-04-28 | $2,092,428 | $1,192,517 | $899,911 | $899,911 | D |
| CAPITAL GAINS DIVIDENDS | $620,628 | $620,628 | $620,628 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,725,982 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $77,857 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $77,857 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $77,857 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $62,303 | 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 | $62,303 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,391 | EsPenaltyAmt |
| Tax Due | $16,945 | TaxDueAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | TINA GARLAND | IndividualWithBooksNm |
| Phone | 7122565580 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 NORTH 16TH STREET | AddressLine1Txt |
| City | COUNCIL BLUFFS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 51501 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES E LAKIN III | ||||||||
| 2265 SOUTH 21ST AVENUE | YUMA | AZ | 85364 | DIRECTOR/MANAGER | 18.00 | $172,300 | $0 | $0 |
| DEBORAH L JOHNSON | ||||||||
| 196 BEACON HILL LN | ASHLAND | OR | 97520 | DIRECTOR/MANAGER | 18.00 | $117,000 | $0 | $0 |
| DIANE KILZER | ||||||||
| 11857 E IDA PL | ENGLEWOOD | CO | 80111 | DIRECTOR | 1.00 | $40,000 | $0 | $0 |
| JOANNA L CELLONE | ||||||||
| 139 INGLEWOOD DR | PITTSBURGH | PA | 15228 | DIRECTOR/SECRETARY | 1.00 | $55,000 | $0 | $0 |
| STEPHEN WILD | ||||||||
| 222 NORTH 7TH STREET | MISSOURI VALLEY | IA | 51555 | DIRECTOR/PRESIDENT | 40.00 | $365,480 | $0 | $0 |
| JOHN L HOICH | ||||||||
| 5410 NORTH 279TH ST | VALLEY | NE | 68064 | DIRECTOR/VICE PRESIDENT | 40.00 | $378,980 | $0 | $0 |
| ROBYN RITSCH | ||||||||
| PO BOX 35 | EAGLE | CO | 81631 | DIRECTOR | 1.00 | $15,000 | $0 | $0 |
| TINA GARLAND | ||||||||
| 2610 LINCOLN ST | BEATRICE | NE | 68310 | TREASURER | 8.00 | $37,895 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON POPE BOKOR RUPPEL & BURNS LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 26704 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33623 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL | ServiceTypeTxt |
| Compensation | $62,009 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $105,878,133 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,438,588 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $77,832,520 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $187,149,241 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $12,267,861 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $174,881,380 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,623,221 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $172,258,159 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,612,908 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,612,908 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $77,857 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $77,857 | TotalTaxAmt |
| Distributable Before Adj | $8,535,051 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,535,051 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,535,051 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,937,998 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,937,998 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,535,051 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $1,835,097 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,835,097 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,937,998 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,535,051 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $402,947 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,238,044 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,238,044 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,835,097 | ExcessFromYear2Amt |
| Excess From Current Year | $402,947 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHARLES E LAKIN FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 NORTH 16TH STREET | AddressLine1Txt |
| City | COUNCIL BLUFFS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 51501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7122565580 | RecipientPhoneNum |
| Form And Info And Materials | NONE SPECIFIED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO THE FOLLOWING COUNTIES IN IOWA (MILLS, MONTGOMERY, POTTAWATTAMIE, FREMONT, PAGE AND CASS) AND NEBRASKA (DOUGLAS AND SARPY) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 100 BLACK MEN OF OMAHA INC | |||||||
| 2221 N 24TH ST | OMAHA | NE | 68110 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $75,000 |
| 4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS | |||||||
| 32164 LAMBERT AVE | MALVERN | IA | 51551 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $5,000 |
| AFRICAN AMERICAN EMPOWERMENT NETWORK INC | |||||||
| 2401 LAKE ST 110 | OMAHA | NE | 68111 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $514,700 |
| APPLIED INFORMATION MANAGEMENT INSTITUTE | |||||||
| 1905 HARNEY STREET | OMAHA | NE | 68102 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $100,000 |
| ASSURE WOMENS CENTER | |||||||
| 6510 SORENSEN PARKWAY | OMAHA | NE | 68152 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $500 |
| AVENUE SCHOLARS FOUNDATION | |||||||
| 7101 MERCY ROAD 240 | OMAHA | NE | 68106 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $898,821 |
| BAGS OF FUN | |||||||
| 1309 SO 204TH STREET 319 | ELKHORN | NE | 68022 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $45,000 |
| BETHLEHEM HOUSE | |||||||
| 2301 S 15TH STREET | OMAHA | NE | 68108 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $205,000 |
| BIG BROTHERS BIG SISTERS OF THE MIDLANDS | |||||||
| 10831 OLD MILL ROAD NO 400 | OMAHA | NE | 68154 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $115,000 |
| BOYS & GIRLS CLUB | |||||||
| 8156 N 16TH ST | COUNCIL BLUFFS | IA | 51501 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $600,000 |
| BOYS TOWN | |||||||
| 14100 CRAWFORD ST | BOYS TOWN | NE | 68010 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $5,000 |
| CENTRAL IOWA HONOR FLIGHT | |||||||
| 55 GLEASON AVE SUITE 100 | COUNCIL BLUFFS | IA | 51503 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $3,000 |
| CENTRO LATINO OF IOWA | |||||||
| 300 W BROADWAY STE 40 | COUNCIL BLUFFS | IA | 51503 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $15,000 |
| CHARIOTS 4 HOPE INC | |||||||
| 10845 HARNEY ST | OMAHA | NE | 68145 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $1,000 |
| CHARLES E LAKIN HUMAN SERVICE CAMPUS FOUNDATION | |||||||
| 2101 S 42ND ST | OMAHA | NE | 68105 | N/A | PC | MAINTENANCE | $112,162 |
| CHILDREN'S SQUARE USA | |||||||
| 500 N 7TH ST | COUNCIL BLUFFS | NE | 51503 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $222,400 |
| COMPLETELY KIDS | |||||||
| 2566 ST MARYS AVE | OMAHA | NE | 68105 | N/A | PC | CONTRIBUTION FOR SWIM PROGRAM | $510,000 |
| FIRST BAPTIST FOOD PANTRY | |||||||
| PO BOX 1989 | COUNCIL BLUFFS | IA | 51502 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $3,000 |
| GIRL SCOUTS OF GREATER IOWA | |||||||
| 10715 HICKMAN RD | URBANDALE | IA | 50322 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $7,500 |
| GREEN HILLS AEA | |||||||
| 24997 HWY 92 | COUNCIL BLUFFS | IA | 51501 | N/A | PC | SCHOLARSHIPS | $58,000 |
| HABITAT FOR HUMANITY COUNCIL BLUFFS | |||||||
| 1216 S MAIN ST | COUNCIL BLUFFS | IA | 51503 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $155,000 |
| HEARTLAND FAMILY SERVICE | |||||||
| 2101 S 42ND ST | OMAHA | NE | 68105 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $104,212 |
| IOWA LEGAL FUND | |||||||
| 1111 9TH STREET NO 230 | DES MOINES | IA | 50314 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $3,500 |
| JOSHUA COLLINGSWORTH MEMORIAL FOUNDATION | |||||||
| PO BOX 21712 | LINCOLN | NE | 68542 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $1,000 |
| MALVERN COMMUNITY STUDENT LOAN FUND | |||||||
| PO BOX 120 | MALVERN | IA | 51551 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $8,000 |
| MERRYMAKERS ASSOCIATION | |||||||
| 12020 SHAMROCK PLAZA | OMAHA | NE | 68154 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $1,000 |
| MICAH HOUSE CORPORATION | |||||||
| 1415 AVENUE J | COUNCIL BLUFFS | IA | 51501 | N/A | PC | CONTRIBUTION FOR SHELTER | $337,000 |
| MOTHERS AGAINST DRUNK DRIVING | |||||||
| 511 E JOHN CARTER FREEWAY SUITE 700 | IRVING | TX | 75062 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $1,000 |
| NAMI SOUTHWEST IOWA | |||||||
| PO BOX 143 | NEOLA | IA | 51559 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $1,000 |
| NEBRASKA ENTERPRISE FUND | |||||||
| 330 N OAKLAND AVENUE | OAKLAND | NE | 68045 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $100,000 |
| NEW VISIONS HOMELESS SERVICES | |||||||
| 1425 N 18TH STREET | OMAHA | NE | 68102 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $2,500 |
| OMAHA BRIDGES OUT OF POVERTY INC | |||||||
| PO BOX 540338 | OMAHA | NE | 68154 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $200,000 |
| OMAHA EQUESTRIAN FOUNDATION | |||||||
| 1004 FARNAM ST | OMAHA | NE | 68102 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $4,000 |
| OMAHA HOME FOR BOYS | |||||||
| 4343 N 52ND STREET | OMAHA | NE | 68104 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $500 |
| OMAHA SYMPHONY ASSOCIATION | |||||||
| 1905 HARNEY STREET SUITE 400 | OMAHA | NE | 68102 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $30,000 |
| PARALYZED VETERANS OF AMERICA- IOWA CHAPTER | |||||||
| 7025 HICKMAN RD | URBANDALE | IA | 50322 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $3,000 |
| POST TRAUMATIC GROWTH INSTITUTE | |||||||
| 1065 N 115TH ST STE 100 | OMAHA | NE | 68154 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $5,000 |
| POTTAWATTAMIE ARTS CULTURE & ENTERTAINMENT | |||||||
| 1001 S 6TH ST | COUNCIL BLUFFS | IA | 51501 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $144,615 |
| POTTAWATTAMIE COUNTY COMMUNITY FOUNDATION | |||||||
| 536 EAST BROADWAY | COUNCIL BLUFFS | IA | 51503 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $110,800 |
| REJUVENATING WOMEN | |||||||
| PO BOX 207 | BOYS TOWN | NE | 68010 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $5,000 |
| RONALD MCDONALD HOUSE CHARITIES IN OMAHA INC | |||||||
| 620 SOUTH 38TH AVENUE | OMAHA | NE | 68105 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $500 |
| SAVING GRACE PERISHABLE FOOD RESCUE INC | |||||||
| 4611 SOUTH 96TH STREET SUITE 112 | OMAHA | NE | 68127 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $500 |
| SOUTHWEST IOWA NONPROFIT FOR COLLECTIVE IMPACT | |||||||
| 4201 RIVERS EDGE PARKWAY SUITE 400 | COUNCIL BLUFFS | IA | 51501 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $358,333 |
| STEPHEN CENTER INC | |||||||
| 2723 Q STREET | OMAHA | NE | 68107 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $9,500 |
| SUBURBAN ROTARY CHARITABLE FOUNDATION | |||||||
| 4089 SOUTH 84TH STREET | OMAHA | NE | 68127 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $8,500 |
| TEAMMATES MENTORING PROGRAM | |||||||
| 11615 E CENTENTIAL RD | LA VISTA | NE | 68128 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $512,500 |
| THE JET AWARD FOUNDATION & TRUST INC | |||||||
| 3031 O STREET SUITE 100 | LINCOLN | NE | 68510 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $500 |
| THE SET ME FREE PROJECT | |||||||
| 11620 M CIRCLE | OMAHA | NE | 68137 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $3,000 |
| THE VISITING NURSE ASSOCIATION OF POTTAWATTAMIE COUNTY IOWA | |||||||
| 822 S MAIN STREET NO 102 | COUNCIL BLUFFS | IA | 51503 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $100,000 |
| TOGETHER INC OF METROPOLITAN OMAHA | |||||||
| 812 SOUTH 24TH STREET | OMAHA | NE | 68108 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $150,000 |
| TWIN RIVERS YMCA | |||||||
| 6100 TWIN RIVERS CIR | VALLEY | NE | 68064 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $3,500 |
| WESTSIDE FOUNDATION | |||||||
| 1101 SOUTH 90TH ST | OMAHA | NE | 68124 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $2,000 |
| WOMEN'S CENTER FOR ADVANCEMENT | |||||||
| 3801 HARNEY ST | OMAHA | NE | 68131 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $116,460 |
| YMCA OF GREATER OMAHA | |||||||
| 430 SOUTH 20TH STREET | OMAHA | NE | 68102 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $259,000 |
| BETHESDA URBAN COMMUNITY DEVELOPMENT CORPORATION INC | |||||||
| PO BOX 642178 | OMAHA | NE | 68134 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $266,590 |
| CORNER STONE LIFE FOUNDATION INC | |||||||
| 101 E REED | RED OAK | IA | 51566 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $3,750 |
| FIRST RESPONDERS FOUNDATION | |||||||
| 10605 BURT CIRCLE | OMAHA | NE | 68114 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $100,000 |
| IMPACT HILL | |||||||
| PO BOX 168 | OAKLAND | IA | 51560 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $300,000 |
| NEOLA BETTERMENT CORPORATION | |||||||
| PO BOX 143 | NEOLA | IA | 51559 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $500,000 |
| NO MORE EMPTY POTS | |||||||
| 8511 NORTH 30TH ST | OMAHA | NE | 68112 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $5,000 |
| OMNI BEHAVIORAL HEALTH | |||||||
| 5115 F STREET | OMAHA | NE | 68117 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $300,000 |
| SOUTHWEST IOWA FAMILY SERVICES INC | |||||||
| PO BOX 524 | ATLANTIC | IA | 50022 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $200,000 |
| WHISPERING ROOTS INC | |||||||
| 12418 S 79TH AVENUE | PAPILLION | NE | 68046 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $25,000 |
| KIWANIS CLUB OF ATLANTIC | |||||||
| PO BOX 13 | ATLANTIC | IA | 50022 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $1,000 |
| POTTAWATTAMIE COUNTY DEVELOPMENT CORP | |||||||
| 1228 S MAIN ST | COUNCIL BLUFFS | IA | 51503 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $1,000 |
| IOWA JOBS FOR AMERICA'S GRADUATES | |||||||
| 1111 9TH STREET SUITE 268 | DES MOINES | IA | 50314 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $3,000 |
| LIFECARE PREGNANCY RESOURCES | |||||||
| 212 S DIVISION ST | STUART | IA | 50250 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $2,000 |
| VETERANS MEMORIAL MUSEUM INC | |||||||
| 603 W LOWELL AVE | SHENANDOAH | IA | 51601 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $3,000 |
| VILLISCA COMMUNITY SCHOOL DISTRICT | |||||||
| 406 EAST THIRD STREET | VILLISCA | IA | 50864 | N/A | GOV | CONTRIBUTION FOR GENERAL PURPOSES | $2,500 |
| WEST CENTRAL COMMUNITY ACTION | |||||||
| 1408 A HWY 44 | HARLAN | IA | 51537 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $2,000 |
| ROTARY CLUB OF OMAHA MILLARD NEBRASKA FOUNDATION | |||||||
| 16924 FRANCES ST SUITE 210 | OMAHA | NE | 68130 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $3,000 |
| JENNIE EDMUNDSON MEMORIAL HOSPITAL FOUNDATION | |||||||
| 933 E PIERCE ST | COUNCIL BLUFFS | IA | 51503 | N/A | PC | CONTRIBUTION FOR GENERAL PURPOSES | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,958,343 | 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 | $36,522 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $446,076 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $1,054,644 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,725,982 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,263,224 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,263,224 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES E LAKIN REVOCABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 NORTH 16TH STREET | AddressLine1Txt |
| City | COUNCIL BLUFFS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 51501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,833,067 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 37 SHARES BERKSHIRE A STOCK | NoncashPropertyDesc |
| Fair Market Value | $7,833,067 | FairMarketValueAmt |
| Received | 2022-12-28 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $43,513 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (26 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | RtRt |
|---|---|---|---|---|---|---|---|---|
| COLORADO PROPERTY | 2018-04-15 | $5,072,631 | $684,036 | SL | 27.500000000000 | $184,459 | $184,459 | |
| COLORADO PROPERTY II | 2018-04-15 | $1,314,000 | $124,942 | SL | 39.000000000000 | $33,692 | $33,692 | |
| COLORADO PROPERTY- LAND | 1987-04-15 | $618,413 | L | $0 | $0 | |||
| ARIZONA PROPERTY- LAND | 2018-07-15 | $4,360,804 | L | $0 | $0 | |||
| ARIZONA PROPERTY II- LAND | 2019-07-15 | $9,482,804 | L | $0 | $0 | |||
| IOWA PROPERTY- LAND | 2018-07-15 | $35,373,742 | L | $0 | $0 | |||
| IOWA PROPERTY | 2018-07-15 | $12,700 | $8,733 | 200DB | 7.000000000000 | $1,133 | $1,814 | |
| CAMPUS BUILDING | 2018-06-15 | $292,859 | $26,596 | SL | 39.000000000000 | $7,509 | $0 | |
| CAMPUS BUILDING IMPROVEMENTS | 2018-07-15 | $10,620 | $942 | SL | 39.000000000000 | $272 | $0 | |
| CAMPUS BUILDING IMPROVEMENTS | 2018-09-15 | $7,000 | $590 | SL | 39.000000000000 | $179 | $0 | |
| CAMPUS BUILDING IMPROVEMENTS | 2018-12-15 | $27,470 | $2,142 | SL | 39.000000000000 | $704 | $0 | |
| CAMPUS LAND | 2018-06-15 | $10,000 | L | $0 | $0 | |||
| CAMPUS BUILDING IMPROVEMENTS | 2019-01-15 | $19,671 | $1,492 | SL | 39.000000000000 | $504 | $0 | |
| CAMPUS BUILDING IMPROVEMENTS | 2019-04-15 | $8,692 | $605 | SL | 39.000000000000 | $223 | $0 | |
| EQUIPMENT | 2019-04-16 | $10,065 | 200DB | 5.000000000000 | $0 | $0 | ||
| EQUIPMENT | 2019-06-17 | $30,225 | 200DB | 5.000000000000 | $0 | $0 | ||
| BILLBOARDS | 2019-04-19 | $175,000 | 150DB | 15.000000000000 | $0 | $11,667 | ||
| EQUIPMENT | 2020-04-06 | $2,720 | 200DB | 5.000000000000 | $0 | $0 | ||
| EQUIPMENT | 2020-11-02 | $3,547 | 200DB | 5.000000000000 | $0 | $0 | ||
| AZ VEHICLE | 2021-04-02 | $49,397 | 200DB | 5.000000000000 | $0 | $0 | ||
| SECURITY SYSTEM- CAMPUS BUILDING | 2021-06-01 | $12,310 | 150DB | 15.000000000000 | $0 | $0 | ||
| OFFICE COPIER | 2022-04-18 | $7,475 | 200DB | 5.000000000000 | $7,475 | $0 | ||
| FLORIDA PROPERTY- BUILDING | 2022-10-07 | $26,595,752 | SL | 27.500000000000 | $201,483 | $201,483 | ||
| FLORIDA PROPERTY- LAND | 2022-10-07 | $3,800,000 | L | $0 | $0 | |||
| FLORIDA PROPERTY- EQUIPMENT | 2022-10-07 | $512,249 | 200DB | 5.000000000000 | $512,249 | $25,612 | ||
| CONSTRUCTION IN PROCESS | 2022-08-08 | $190,311 | NC | $0 | $0 | 0.000000000000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS FINANCIAL | StockNm |
| EOY Book Value | $29,215,222 | EOYBookValueAmt |
| EOYFMV | $64,682,112 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COLORADO PROPERTY | $5,072,631 | $868,495 | $4,204,136 |
| COLORADO PROPERTY II | $1,314,000 | $158,634 | $1,155,366 |
| COLORADO PROPERTY- LAND | $618,413 | $0 | $618,413 |
| ARIZONA PROPERTY- LAND | $4,360,804 | $0 | $4,360,804 |
| ARIZONA PROPERTY II- LAND | $9,482,804 | $0 | $9,482,804 |
| IOWA PROPERTY- LAND | $35,373,742 | $0 | $35,373,742 |
| IOWA PROPERTY | $12,700 | $9,866 | $2,834 |
| BILLBOARDS | $175,000 | $175,000 | $0 |
| FLORIDA PROPERTY- BUILDING | $26,595,752 | $201,483 | $26,394,269 |
| FLORIDA PROPERTY- LAND | $3,800,000 | $0 | $3,800,000 |
| FLORIDA PROPERTY- EQUIPMENT | $512,249 | $512,249 | $0 |
| CONSTRUCTION IN PROCESS | $190,311 | $0 | $190,311 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BESSENER TRUST | AT COST | $45,098,838 | $51,365,744 |
| SAC MUTUAL TELEPHONE COMPANY | AT COST | $75,000 | $75,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| CAMPUS BUILDING | $292,859 | $34,105 | $258,754 |
| CAMPUS BUILDING IMPROVEMENTS | $10,620 | $1,214 | $9,406 |
| CAMPUS BUILDING IMPROVEMENTS | $7,000 | $769 | $6,231 |
| CAMPUS BUILDING IMPROVEMENTS | $27,470 | $2,846 | $24,624 |
| CAMPUS LAND | $10,000 | $0 | $10,000 |
| CAMPUS BUILDING IMPROVEMENTS | $19,671 | $1,996 | $17,675 |
| CAMPUS BUILDING IMPROVEMENTS | $8,692 | $828 | $7,864 |
| EQUIPMENT | $10,065 | $10,065 | $0 |
| EQUIPMENT | $30,225 | $30,225 | $0 |
| EQUIPMENT | $2,720 | $2,720 | $0 |
| EQUIPMENT | $3,547 | $3,547 | $0 |
| AZ VEHICLE | $49,397 | $49,397 | $0 |
| SECURITY SYSTEM- CAMPUS BUILDING | $12,310 | $12,310 | $0 |
| OFFICE COPIER | $7,475 | $7,475 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL FEES | $133,329 | $0 | $14,542 |
| LEGAL- RENTAL | $19,500 | $19,500 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NOTES RECEIVABLE | $17,731,955 | $18,198,720 | $18,198,720 |
| MISCELLANEOUS ASSETS | $360 | $64,011 | $64,011 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $44,048 | $0 | $0 |
| OTHER EXPENSES | $4,827 | $0 | $0 |
| OFFICE SUPPLIES- RENTAL | $19,871 | $19,871 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| TENANT SECURITY DEPOSITS | $0 | $207,804 |
| OTHER LIABILITIES | $0 | $193,076 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $46,971 | $0 | $18,262 |
| INVESTMENT MANAGEMENT FEES | $109,612 | $109,612 | $0 |
| TECHNOLOGY FEES | $1,441 | $0 | $0 |
| CONSULTING | $534,018 | $0 | $0 |
| COMMISSIONS- RENTAL | $14,933 | $14,933 | $0 |
| MANAGEMENT FEE- RENTAL | $65,279 | $65,279 | $0 |
| OTHER PROFESSIONAL- RENTAL | $32,550 | $32,550 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL | $45,516 | $0 | $40,964 |
| FOREIGN | $26,703 | $26,703 | $0 |
| TAXES- RENTAL | $328,134 | $328,134 | $0 |
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