ROBERT AND CAROLE JULIAN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT AND CAROLE JULIAN FOUNDATION (EIN 47-0800777)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202303189349104960
- 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
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T15:16:05-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580673524 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MSTILLER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 780 JOHNSON FERRY RD NE SUITE 325 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30342 | 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 | 470800777 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT AND CAROLE JULIAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 4043416000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13525 PAUL CIRCLE | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT SHULTS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4042618333 | PhoneNum |
| Signature | 2023-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | SHULTS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | GRETCHEN T ANDERSON | PreparerPersonNm |
| PTIN | P00041859 | PTIN |
| Phone | 4042561606 | PhoneNum |
| Preparation | 2023-11-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $4,650,706 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,418,612 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $573 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $573 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $56,851 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,851 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,538 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $463,078 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $62,976 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,490,574 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $120,400 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,510 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,510 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,198 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $405 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,558 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,915 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,850 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $274,019 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $274,019 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $288,577 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,915 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $275,869 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,201,997 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $110,485 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $123,964 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $203,482 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $203,482 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,116,520 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,238,999 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,447,224 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,240,484 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,442,481 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,650,706 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $1,533 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $1,533 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $1,533 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,533 | 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 | $3,238,951 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,440,948 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,238,951 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,440,948 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,240,484 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,442,481 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,238,951 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,201,997 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,440,948 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,440,948 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SECURITIES RECEIVED AS DONATIONS | P | $84,228 | $8,567 | $75,661 | $75,661 |
| PUBLICLY TRADED SECURITIES | P | $328,882 | $391,535 | -$62,653 | -$62,653 |
| CAPITAL GAINS DIVIDENDS | P | $49,968 | $49,968 | $49,968 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $62,976 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,536 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,536 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,536 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $70 | EsPenaltyAmt |
| Tax Due | $1,606 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | ROBERT JULIAN | IndividualWithBooksNm |
| Phone | 4043416000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13525 PAUL CIRCLE | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT SHULTS | ||||||||
| 3455 PEACHTREE ROAD NE SUITE 2200 | ATLANTA | GA | 30326 | PRESIDENT AND TREASURER | 1.00 | $0 | $0 | $0 |
| ELIZABETH SHULTS | ||||||||
| 3455 PEACHTREE ROAD NE SUITE 2200 | ATLANTA | GA | 30326 | SECRETARY AND DIRECTOR | 1.00 | $0 | $0 | $0 |
| CAROLE JULIAN | ||||||||
| 13525 PAUL CIRCLE | OMAHA | NE | 68154 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT JULIAN | ||||||||
| 13525 PAUL CIRCLE | OMAHA | NE | 68154 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GRACE SHULTS | ||||||||
| 3455 PEACHTREE ROAD NE SUITE 2200 | ATLANTA | GA | 30326 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,049,347 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $98,209 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,147,556 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,147,556 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,213 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,085,343 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $204,267 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $204,267 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,536 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,536 | TotalTaxAmt |
| Distributable Before Adj | $202,731 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $202,731 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $202,731 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $275,869 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $275,869 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $202,731 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $32,649 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $27,131 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,144 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $304,145 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $38,463 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $423,532 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $275,869 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $202,731 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $73,138 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $496,670 | 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 | $32,649 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $464,021 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27,131 | ExcessFromYear4Amt |
| Excess From Year3 | $21,144 | ExcessFromYear3Amt |
| Excess From Year2 | $304,145 | ExcessFromYear2Amt |
| Excess From Year1 | $38,463 | ExcessFromYear1Amt |
| Excess From Current Year | $73,138 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROLE JULIAN | ContributingManagerNm |
| Contributing Manager | ROBERT JULIAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CORNERSTONE INSTITUTE | ||||||||
| 5750 LONG ISLAND DR | ATLANTA | GA | 30327 | N/A | PC | GENERAL | $200 | |
| ASSURE WOMENS CENTER | ||||||||
| 6510 SORENSEN PKWY | OMAHA | NE | 68152 | N/A | PC | GENERAL | $1,000 | |
| ATLANTA HUMANE SOCIETY | ||||||||
| 1551 PERRY BLVD NW | ATLANTA | GA | 30318 | N/A | PC | GENERAL | $200 | |
| ATLANTA POLICE FOUNDATION | ||||||||
| 191 PEACHTREE ST | ATLANTA | GA | 30303 | N/A | PC | GENERAL | $4,000 | |
| AUBURN UNIVERSITY FOUNDATION | ||||||||
| 317 SOUTH COLLEGE ST | AUBURN | AL | 36849 | N/A | PC | GENERAL | $1,000 | |
| BOUND FOR GLORY | ||||||||
| PO BOX 663 | BREVARD | NC | 28712 | N/A | PC | GENERAL | $1,000 | |
| BUCKHEAD CHRISTIAN MINISTRY | ||||||||
| 2847 PIEDMONT RD NE | ATLANTA | GA | 30305 | N/A | PC | GENERAL | $25,000 | |
| CENTER FOR CONSERVATIVE WOMEN | ||||||||
| 112 ELDEN ST SUITE P | HERNDON | VA | 20170 | N/A | PC | GENERAL | $500 | |
| CHAROLOTTE BALLET | ||||||||
| 701 N TYRON ST | CHARLOTTE | NC | 28202 | N/A | PC | GENERAL | $250 | |
| DURHAM HERITAGE MUSEUM | ||||||||
| 801 S 10TH ST | OMAHA | NE | 68108 | N/A | PC | GENERAL | $5,000 | |
| EAGLE FORUM LEGAL DEFENSE FUND | ||||||||
| 7800 BONHOMME AVENUE | SAINT LOUIS | MO | 63105 | N/A | PC | GENERAL | $1,000 | |
| EAGLE TR FUND | ||||||||
| PO BOX 297 | THREE LAKES | WI | 54562 | N/A | PC | GENERAL | $1,000 | |
| ESSENTIAL PREGNANCY SERVICES | ||||||||
| 6220 MAPLE ST | OMAHA | NE | 68104 | N/A | PC | GENERAL | $1,800 | |
| GABBIE JONAS SCHOLARSHIP FUND | ||||||||
| 13525 PAUL CIRCLE | OMAHA | NE | 68154 | N/A | PC | GENERAL | $4,000 | |
| GLOBAL FAITH INSTITUTE | ||||||||
| 4089 S 84TH ST | OMAHA | NE | 68127 | N/A | PC | GENERAL | $10,000 | |
| HASTINGS COLLEGE FOUNDATION | ||||||||
| 1001 N 6TH AVE | HASTINGS | NE | 68901 | N/A | PC | GENERAL | $25,000 | |
| HEARTS UNITED FOR ANIMALS | ||||||||
| 73418 638 AVE | AUBURN | NE | 68305 | N/A | PC | GENERAL | $300 | |
| JOSIE HARPER HOSPICE HOUSE | ||||||||
| 7415 CEDAR ST | OMAHA | NE | 68124 | N/A | PC | GENERAL | $400 | |
| LAURITZEN GARDENS | ||||||||
| 100 BANCROFT ST | OMAHA | NE | 68108 | N/A | PC | GENERAL | $500 | |
| LAW ENFORCEMENT LEGAL DEFENSE FUND | ||||||||
| 2560 HUNTINGTON AVE STE 203 | ALEXANDRIA | VA | 22303 | N/A | PC | GENERAL | $100 | |
| MEALS ON WHEELS | ||||||||
| 1705 COMMERCE DR NW | ATLANTA | GA | 30318 | N/A | PC | GENERAL | $8,400 | |
| MOMS FOR AMERICA | ||||||||
| 893 S MAIN ST 228 | ENGLEWOOD | OH | 45322 | N/A | PC | GENERAL | $600 | |
| NEBRASKA FAMILY ALLIANCE | ||||||||
| 1106 E ST | LINCOLN | NE | 68508 | N/A | PC | GENERAL | $200 | |
| NEBRASKA HUMANE SOCIETY | ||||||||
| 8929 FORT ST | OMAHA | NE | 68134 | N/A | PC | GENERAL | $2,250 | |
| NEBRASKANS EMBRACING LIFE | ||||||||
| 143 S 38TH STREET SUITE B | OMAHA | NE | 68131 | N/A | PC | GENERAL | $500 | |
| OMAHA CHRISTIAN ACADEMY | ||||||||
| 10244 WIESMAN DR | OMAHA | NE | 68134 | N/A | PC | GENERAL | $1,000 | |
| OMAHA FOR DECENCY | ||||||||
| PO BOX 45144 | OMAHA | NE | 68145 | N/A | PC | GENERAL | $250 | |
| OMAHA ZOO FOUNDATION | ||||||||
| 3701 S 10TH ST | OMAHA | NE | 68107 | N/A | PC | GENERAL | $500 | |
| PHOENIX ACADEMY | ||||||||
| 256 CLIFTON ST SE | ATLANTA | GA | 30317 | N/A | PC | GENERAL | $500 | |
| PROJECT VERITAS | ||||||||
| 1214 W BOSTON POST RD | MAMARONECK | NY | 10543 | N/A | PC | GENERAL | $250 | |
| REJUVENATING WOMEN | ||||||||
| PO BOX 207 | BOYS TOWN | NE | 68010 | N/A | PC | GENERAL | $1,000 | |
| RONALD MCDONALD HOUSE | ||||||||
| 110 NORTH CARPENTER STREET | CHICAGO | IL | 60607 | N/A | PC | GENERAL | $5,000 | |
| SAFE HAVEN ALLIANCE | ||||||||
| PO BOX 12631 | GLENDALE | AZ | 85318 | N/A | PC | GENERAL | $4,000 | |
| SHEPHERD CENTER | ||||||||
| 2020 PEACHTREE RD NW | ATLANTA | GA | 30309 | N/A | PC | GENERAL | $1,000 | |
| SKYLAND TRAIL | ||||||||
| 1961 NORTH DRUID HILLS RD NE | ATLANTA | GA | 30329 | N/A | PC | GENERAL | $3,000 | |
| SPECIAL OLYMPICS NEBRASKA | ||||||||
| 9427 F ST | OMAHA | NE | 68127 | N/A | PC | GENERAL | $250 | |
| THE CENTER FOR MEDICAL PROGRESS | ||||||||
| 15333 CULVER DR STE 340-819 | IRVINE | CA | 92604 | N/A | PC | GENERAL | $500 | |
| THE EPOCH TIMES | ||||||||
| 229 W 28TH ST | NEW YORK | NY | 10001 | N/A | PC | GENERAL | $450 | |
| THE LEADERSHIP INSTITUTE | ||||||||
| 1101 N HIGHLAND ST | ARLINGTON | VA | 22201 | N/A | PC | GENERAL | $2,000 | |
| THE SCHENCK SCHOOL | ||||||||
| 282 MT PARAN RD NW | ATLANTA | GA | 30327 | N/A | PC | GENERAL | $28,250 | |
| THOMAS MORE SOCIETY | ||||||||
| 4675 N SHALLOWFORD RD | ATLANTA | GA | 30338 | N/A | PC | GENERAL | $2,000 | |
| TIGERS UNLIMITED | ||||||||
| PO BOX 351 | AUBURN | AL | 36831 | N/A | PC | GENERAL | $10,020 | |
| TINMAN MINISTRIES | ||||||||
| 2926A FOSTER CREIGHTON DR | NASHVILLE | TN | 37204 | N/A | PC | GENERAL | $4,635 | |
| TURNING POINT USA | ||||||||
| 4940 EAST BEVERLY ROAD | PHOENIX | AZ | 85044 | N/A | PC | GENERAL | $400 | |
| TUSKEGEE AIRMEN NATIONAL HISTORY MUSEUM | ||||||||
| 1616 CHAPPIE JAMES AVE | TUSKEGEE | AL | 36083 | N/A | PC | GENERAL | $250 | |
| UAB | ||||||||
| 1720 2ND AVE SOUTH | BIRMINGHAM | AL | 35294 | N/A | PC | GENERAL | $15,000 | |
| UNITED AMERICAN PATRIOTS | ||||||||
| 1800 DIAGONAL ROAD STE 600 | ALEXANDRIA | VA | 22314 | N/A | PC | GENERAL | $150 | |
| USGA | ||||||||
| 77 LIBERTY CORNER RD | LIBERTY CORNER | NJ | 07938 | N/A | PC | GENERAL | $500 | |
| VANDERBILT UNIVERSITY | ||||||||
| 2201 WEST END AVE | NASHVILLE | TN | 37235 | N/A | PC | GENERAL | $38,000 | |
| VISION PARTNERS | ||||||||
| 5391 HWY 53 STE 102 | BRASELTON | GA | 30517 | N/A | PC | GENERAL | $15,814 | |
| WEST POINT AOG | ||||||||
| 698 MILLS RD | WEST POINT | NY | 10996 | N/A | PC | GENERAL | $31,000 | |
| WINSHIP CANCER INSTITUTE | ||||||||
| 1365 CLIFTON RD NE BLDG C | ATLANTA | GA | 30322 | N/A | PC | GENERAL | $10,100 | |
| YOUNG AMERICAN FOUNDATION | ||||||||
| 11480 COMMERCE PARK DRIVE SIXTH | RESTON | VA | 20191 | N/A | PC | GENERAL | $4,000 | FLOOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $274,019 | 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 | $573 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,851 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,538 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $71,962 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $71,962 | 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 | CAROLE LEE JULIAN REVOCABLE TRUST UA DTD 4251996 | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13525 PAUL CIRCLE | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,418,612 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1SH BERKSHIRE HATHAWAY CLASS A - 03/18/20222SH BERKSHIRE HATHAWAY CLASS A - 08/15/2022 | NoncashPropertyDesc |
| Fair Market Value | $1,418,612 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,850 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,850 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY CL A | $2,041,104 | $2,250,247 |
| CAPITAL WORLD GROWTH & INCOME FUND | $341,846 | $381,219 |
| DODGE & COX INCOME FUND | $557,257 | $491,981 |
| DODGE & COX STOCK FUND | $219,107 | $233,939 |
| JPMORGAN CHASE & CO | $55,038 | $147,510 |
| PRINCIPAL INV REAL ESTATE FD | $76,345 | $86,562 |
| PRINCIPAL SMALL/MID CAP DIV INC FD | $241,174 | $231,517 |
| TOUCHSTONE FUNDS MID CAP VALUE | $202,527 | $224,376 |
| VIRTUS VONTOBEL EMERGING MKT FD | $329,628 | $237,677 |
| TRIBUTARY SM COMPANY FUND INST | $174,973 | $162,196 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $9,510 | Amt |
| Net Investment Income | $9,510 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| ROBERT JULIAN | |||
| 13525 PAUL CIRCLE | OMAHA | NE | 68154 |
| CAROLE JULIAN | |||
| 13525 PAUL CIRCLE | OMAHA | NE | 68154 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $2,793 | $0 | $0 |
| FOREIGN TAXES | $405 | $405 | $0 |
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