KITTY M PERKINS FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
KITTY M PERKINS FOUNDATION (EIN 36-6154399)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-03-09
IRS object ID
202240689349100534
Schema version
2021v4.1
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)
Return2022-03-09T15:46:25-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN476097913PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SEIM JOHNSON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line118081 BURT STREET SUITE 200AddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP680224722ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN366154399EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KITTY M PERKINS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKITTBusinessNameControlTxt
Phone3086973395PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1304 NELSON STREET PO BOX 268AddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationNEStateAbbreviationCd
ZIP69022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKRISTINA L WITTEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3086973395PhoneNum
Signature2022-03-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKRISTINAPersonFirstNm
Person LastWITTEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWENDY R COOLEYPreparerPersonNm
PTINP01523804PTIN
Phone4023302660PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$13,955,985FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$312,032DividendsRevAndExpnssAmt
Dividends Net Invst Incm$312,032DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,069,264NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,227,786GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,069,264CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5,916OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,387,212TotalRevAndExpnssAmt
Total Net Invst Incm$1,381,296TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$3,500LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$3,500LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$68,415OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$68,415OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$415InterestRevAndExpnssAmt
Interest Net Invst Incm$415InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$1,806TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,806TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$553OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$553OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$80,189TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$70,636TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,553TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$524,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$524,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$604,689TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$70,636TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$534,053TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$782,523ExcessRevenueOverExpensesAmt
Net Investment Income$1,310,660NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$17,691CashBOYAmt
Cash EOY$7,554CashEOYAmt
Cash EOYFMV$7,554CashEOYFMVAmt
Sav And Temp Cash Invst BOY$109,475SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$432,257SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$432,257SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$363,482USGovernmentObligationsBOYAmt
US Government Obligations EOY$448,529USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$476,563USGovtObligationsEOYFMVAmt
Corporate Stock BOY$4,619,539CorporateStockBOYAmt
Corporate Stock EOY$4,880,586CorporateStockEOYAmt
Corporate Stock EOYFMV$9,096,984CorporateStockEOYFMVAmt
Mortgage Loans BOY$262,787MortgageLoansBOYAmt
Mortgage Loans EOY$216,894MortgageLoansEOYAmt
Mortgage Loans EOYFMV$212,511MortgageLoansEOYFMVAmt
Other Investments BOY$3,158,846OtherInvestmentsBOYAmt
Other Investments EOY$3,328,523OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,730,116OtherInvestmentsEOYFMVAmt
Total Assets BOY$8,531,820TotalAssetsBOYAmt
Total Assets EOY$9,314,343TotalAssetsEOYAmt
Total Assets EOYFMV$13,955,985TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$8,531,820CapitalStockBOYAmt
Capital Stock EOY$9,314,343CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,531,820TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,314,343TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,531,820TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,314,343TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,531,820TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$782,523ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$9,314,343SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$9,314,343TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES - VARIOUS DATES SOLDP2021-06-302021-12-31$95,212$84,532$10,680$10,680
PUBLICLY TRADED SECURITIES - VARIOUS DATES SOLDP2020-06-302021-12-31$2,934,848$2,073,990$860,858$860,858
CAPITAL GAINS DIVIDENDSP$197,726$197,726$197,726
FieldValueIRS element (for citing)
Capital Gain Net Income$1,069,264CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$18,218InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$18,218SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$18,218TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$14,218TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKRISTINA L WITTEIndividualWithBooksNm
Phone3086973395PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1304 NELSON STREET PO BOX 268AddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationNEStateAbbreviationCd
ZIP69022ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KRISTINA L WITTE
70931 DRIVE 412WILSONVILLENE69046PRESIDENT/DIRECTOR0.50$0$0$0
WILLIAM E SHOEMAKER
304 NELSON STREETCAMBRIDGENE69022TREASURER/DIRECTOR0.50$0$0$0
J AUGUST SHOEMAKER
100 NORTH 12TH ST 605LINCOLNNE68508VICE PRESIDENT/DIRECTOR0.50$0$0$0
D CHARLES SHOEMAKER
BOX 309HASTINGSNE68902SECRETARY/DIRECTOR0.50$0$0$0
KATHRYN A HEITMANN
BOX 340CAMBRIDGENE69022DIRECTOR0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UBS FINANCIAL SERVICES INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 HARBOR BLVDAddressLine1Txt
CityWEEHAWKENCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07086ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT MGMTServiceTypeTxt
Compensation$68,415CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,937,421AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$267,490AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,204,911TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$13,204,911AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$198,074CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,006,837NetVlNoncharitableAssetsAmt
Minimum Investment Return$650,342MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$650,342MinimumInvestmentReturnAmt
Tax Based On Investment Income$18,218TaxBasedOnInvestmentIncomeAmt
Total Tax$18,218TotalTaxAmt
Distributable Before Adj$632,124DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$632,124DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$632,124DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$534,053ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$534,053QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$632,124DistributableAsAdjustedAmt
Undistributed Income PY$523,831UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$534,053QualifyingDistributionsAmt
Applied To Year1$523,831AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,222AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$621,902UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKRISTINA L WITTERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line170931 DRIVE 412AddressLine1Txt
CityWILSONVILLECityNm
State AbbreviationNEStateAbbreviationCd
ZIP69046ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3086973395RecipientPhoneNum
Form And Info And MaterialsDETAIL AS TO PURPOSE FOR FUNDS AND AMOUNT REQUESTED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsLIMITED IN GENERAL TO PUBLIC CHARITIES UNDER IRC SECTION 501(C)(3) LOCATED IN SOUTH CENTRAL AND SOUTHWESTERN NEBRASKA.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE NEBRASKA MEDICAL CENTER
988145 NEBRASKA MEDICAL CTROMAHANE68198PCSUPPORT FOR IEXCEL PROGRAM$15,000
CITY OF CAMBRIDGE
722 PATTERSON AVENUECAMBRIDGENE69022GOVSMALL BASEBALL HELMETS$2,500
CITY OF CAMBRIDGE
722 PATTERSON AVENUECAMBRIDGENE69022GOVSUPPORT FOR AIRPORT AWAS PROJECT$40,000
CITY OF CAMBRIDGE
722 PATTERSON AVENUECAMBRIDGENE69022GOVSUPPORT FOR RESIDENTIAL DOWN PAYMENT ASSISTANCE FUND$75,000
CITY OF CAMBRIDGE
722 PATTERSON AVENUECAMBRIDGENE69022GOVTO FUND ONE LEAD NEBRASKA FELLOW IN CAMBRIDGE$20,000
SCHOOL DISTRICT NO 21 OF FURNAS COUNTY NEBRASKA
1003 NELSON ST PO BOX 100CAMBRIDGENE69022GOVTO SUPPORT THE DIGITAL TROPHY CASE PROJECT$17,000
HASTINGS COLLEGE FOUNDATION
710 N TURNER AVEHASTINGSNE68901SO IFUHR HALL HVAC MAINTENANCE$15,000
HASTINGS COLLEGE FOUNDATION
710 N TURNER AVEHASTINGSNE68901SO IRICHARD LEADERSHIP FUND$5,000
MENTORING WORKS INC
223 E 14TH ST SUITE 260HASTINGSNE68901PCGENERAL OPERATIONS$15,000
ARTSPIRIT
100 N 12TH STREETLINCOLNNE68508PCGENERAL SUPPORT$5,000
BUTLER MEMORIAL LIBRARY FOUNDATION INC
316 NELSON STCAMBRIDGENE69022PCGENERAL SUPPORT$5,000
CITY OF CAMBRIDGE
722 PATTERSON AVENUECAMBRIDGENE69022GOVTO SUPPORT THE GOLF COURSE$90,000
DOANE UNIVERSITY
1014 BOSWELL AVECRETENE68333PCTO SUPPORT THE PANAMA/INTERNATIONAL SCHOLARSHIP FUND AND THE PHIL HECKMAN SCHOLARSHIP.$62,000
YMCA OF HASTINGS NEBRASKA
PO BOX 1065HASTINGSNE68902PCTO SUPPORT THE CAPITAL CAMPAIGN$50,000
FAMILIES OF SMA
925 BUSSE ROADELK GROVE VILLAGEIL60007PCGENERAL SUPPORT$2,000
FRIENDSHIP HOME OF LINCOLN
PO BOX 85358LINCOLNNE685015358PCGENERAL SUPPORT$10,000
AUBURN DEVELOPMENT COUNCIL INC
907 CENTRALAUBURNNE68305PCSUPPORT OF FELLOW PROGRAM$10,000
UNIVERSITY OF NEBRASKA FOUNDATION
1010 LINCOLN MALL SUITE 300LINCOLNNE68508PCSUPPORT FOR THE BELL AFFAIR FILM PROJECT$20,000
MAYO CLINIC
200 FIRST ST SWROCHESTERMN55902PCGENERAL SUPPORT$1,000
NEBRASKA EDUCATIONAL TELECOMMUNICATION FOR RADIO - NET
1800 NORTH 33RD STREETLINCOLNNE68503PCNPR$10,000
NEBRASKA EDUCATIONAL TELECOMMUNICATION FOR TV - NPTV
1800 NORTH 33RD STREETLINCOLNNE68503PCNPTV$10,000
GEORGE NORRIS FOUNDATION
712 W L STREETMCCOOKNE69001PCGENERAL SUPPORT$10,000
TRI-VALLEY MEDICAL FOUNDATION
PO BOX 488CAMBRIDGENE69022PCSUPPORT FOR 2022 FUNDRAISER$10,000
WILLA CATHER FOUNDATION
413 NORTH WEBSTER STRED CLOUDNE68970PCSUPPORT FOR THE GARBER HOTEL PROJECT$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$524,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$312,032ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,069,264ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescEXCISE TAX REFUNDDesc
Related Or Exempt Function Incm$5,916RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,381,296ExclusionAmt
Related Or Exempt Function Incm$5,916RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,387,212TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11ALineNumberTxt
Relationship StatementFEDERAL EXCISE TAX REFUNDRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,500DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$4,880,586EOYBookValueAmt
EOYFMV$9,096,984EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$448,529USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$476,563USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSAT COST$3,324,079$3,725,672
ACCRUED DIVIDENDS RECEIVABLEAT COST$4,444$4,444

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$3,500LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,500DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$526$0$526
POSTAGE$4$0$4
LICENSE/FEES$23$0$23

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescEXCISE TAX REFUNDDesc
Revenue And Expenses Per Books$5,916RevenueAndExpensesPerBooksAmt
Adjusted Net Income$5,916AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$68,415Amt
Net Investment Income$68,415NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$1,806Amt
Net Investment Income$1,806NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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