BERNEICE M HOPPER PRIVATEFOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BERNEICE M HOPPER PRIVATEFOUNDATION (EIN 20-8132019)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-09
- IRS object ID
- 202241299349101009
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-09T08:00:22-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010604131 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUST PROCESSING SOLUTIONS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 894 | AddressLine1Txt |
| City | MILFORD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 451500894 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208132019 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNEICE M HOPPER PRIVATE FOUNDATION 9285002 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOPP | BusinessNameControlTxt |
| Phone | 4022210122 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1120 SOUTH 101ST STREET | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68124 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUG OLDAKER | PersonNm |
| Person Title | DIRECTOR, PCS | PersonTitleTxt |
| Phone | 4022210122 | PhoneNum |
| Signature | 2022-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DOUG | PersonFirstNm |
| Person Last | OLDAKER | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUG HART | PreparerPersonNm |
| PTIN | P00241831 | PTIN |
| Phone | 5137748805 | PhoneNum |
| Preparation | 2022-04-27 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,489,077 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $28,880 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,880 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $193,029 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $482,923 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $193,029 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $61 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $61 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $221,970 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $221,970 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $32,175 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $32,175 | CompOfcrDirTrstNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $93 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $93 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $388 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $433 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $33,476 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,656 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $62,349 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $62,349 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $95,825 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,656 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $62,349 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $126,145 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $189,314 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $65,872 | SavAndTempCashInvstBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $833,823 | CorporateStockBOYAmt |
| Corporate Stock EOY | $673,131 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,784,663 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $294,871 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $215,373 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $219,055 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,500 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $433,383 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $485,359 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,196,066 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,321,887 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,489,077 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,196,066 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,321,887 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,196,066 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,321,887 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,196,066 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,321,887 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,196,066 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $126,145 | ExcessRevenueOverExpensesAmt |
| Other Increases | $499 | OtherIncreasesAmt |
| Subtotal | $1,322,710 | SubtotalAmt |
| Other Decreases | $823 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,321,887 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (62 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 249.386 CARILLON SCOUT SMALL CAP FUND CLASS I | 2016-03-14 | 2021-01-11 | $9,357 | $5,155 | $4,202 | $4,202 | |
| 59.008 CARILLON SCOUT SMALL CAP FUND CLASS I | 2017-02-08 | 2021-01-11 | $2,214 | $1,411 | $803 | $803 | |
| 113.917 VANGUARD MID CAP INDEX ADMIRAL | 2011-12-28 | 2021-01-11 | $30,000 | $10,083 | $19,917 | $19,917 | |
| 150. TEXAS INSTRS INC COM | 2016-01-28 | 2021-02-22 | $26,085 | $7,689 | $18,396 | $18,396 | |
| 116. TEXAS INSTRS INC COM | 2017-02-24 | 2021-02-22 | $20,172 | $8,911 | $11,261 | $11,261 | |
| 217. IAA INC COM | 2016-08-23 | 2021-03-12 | $12,389 | $5,669 | $6,720 | $6,720 | |
| 143. IAA INC COM | 2017-02-24 | 2021-03-12 | $8,164 | $3,937 | $4,227 | $4,227 | |
| 202. IAA INC COM | 2019-07-15 | 2021-03-12 | $11,533 | $8,796 | $2,737 | $2,737 | |
| 50. AMGEN INC COM | 2016-01-28 | 2021-04-21 | $12,923 | $7,424 | $5,499 | $5,499 | |
| 88. AMGEN INC COM | 2017-02-24 | 2021-04-21 | $22,744 | $15,286 | $7,458 | $7,458 | |
| 10. ADOBE SYSTEMS INCORPORATED DELAWARE | 2017-02-24 | 2021-04-22 | $5,074 | $1,185 | $3,889 | $3,889 | |
| 3. AMAZON COM INC COM | 2017-05-24 | 2021-04-22 | $9,932 | $2,925 | $7,007 | $7,007 | |
| 50. APPLE INC COM | 2016-06-21 | 2021-04-22 | $6,618 | $1,203 | $5,415 | $5,415 | |
| 40. LOWES COS INC COM | 2017-02-24 | 2021-04-22 | $8,031 | $3,020 | $5,011 | $5,011 | |
| 40. MICROSOFT CORP COM | 2017-02-24 | 2021-04-22 | $10,264 | $2,580 | $7,684 | $7,684 | |
| 40. NVIDIA CORP COM | 2020-03-17 | 2021-04-22 | $23,921 | $8,541 | $15,380 | $15,380 | |
| 35. RESMED, INC | 2017-02-24 | 2021-04-22 | $7,292 | $2,521 | $4,771 | $4,771 | |
| 50. SOLAREDGE TECHNOLOGIES INC COM | 2019-09-24 | 2021-04-22 | $13,657 | $4,376 | $9,281 | $9,281 | |
| 540.928 BUFFALO FDS DISCOVERY FD | 2020-05-21 | 2021-06-16 | $17,153 | $12,820 | $4,333 | $4,333 | |
| 15. ORGANON & CO ORD SHS | 2016-01-28 | 2021-06-24 | $444 | $338 | $106 | $106 | |
| 21.4 ORGANON & CO ORD SHS | 2017-02-24 | 2021-06-24 | $634 | $647 | -$13 | -$13 | |
| 41. HOLOGIC INC ORD SHS | 2020-08-18 | 2021-08-17 | $3,165 | $2,780 | $385 | $385 | |
| 226. HOLOGIC INC ORD SHS | 2020-08-18 | 2021-08-18 | $17,342 | $15,324 | $2,018 | $2,018 | |
| 33. HOLOGIC INC ORD SHS | 2020-08-18 | 2021-08-18 | $2,523 | $2,238 | $285 | $285 | |
| 32. NVIDIA CORP COM | 2016-01-28 | 2021-11-10 | $9,476 | $221 | $9,255 | $9,255 | |
| 68. NVIDIA CORP COM | 2020-03-17 | 2021-11-10 | $20,137 | $3,630 | $16,507 | $16,507 | |
| 149. ACTIVISION BLIZZARD INC | 2017-07-21 | 2021-11-18 | $9,194 | $9,065 | $129 | $129 | |
| 283. ACTIVISION BLIZZARD INC | 2017-08-04 | 2021-11-18 | $17,461 | $17,576 | -$115 | -$115 | |
| 2265.253 MATTHEWS ASIA DIVIDEND INSTL | 2021-01-07 | 2021-11-22 | $51,399 | $52,305 | -$906 | -$906 | |
| 258. COMMUNICATION SERVICES SELECT SECTOR SPD | 2021-11-18 | 2021-12-14 | $19,617 | $20,657 | -$1,040 | -$1,040 | |
| 50000. THERMO FISHER SCIENTIFIC INC 2.950% ISSUE 9/19/16 MAT 9/19/26 | 2020-02-13 | 2021-12-30 | $53,317 | $51,581 | $1,736 | $1,736 | |
| CAPITAL GAIN DIVIDENDS | $20,691 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,691 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,691 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,691 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,691 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,691 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,691 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,691 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,691 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,691 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,691 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,691 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,691 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,691 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,691 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,691 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,691 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,691 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,691 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,691 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,691 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,691 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,691 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,691 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,691 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,691 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,691 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,691 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,691 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,691 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,691 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $193,029 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,631 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,631 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,631 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $136 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $136 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,495 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SECURITY NATIONAL BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4022210122 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1120 SOUTH 101ST STREET SUITE 420 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 681241091 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SECURITY NATIONAL BANK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1120 SOUTH 101ST STREET SUITE 420 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $32,175 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,312,072 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,312,072 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,312,072 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,681 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,277,391 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $113,870 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $113,870 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,631 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,631 | TotalTaxAmt |
| Distributable Before Adj | $111,239 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $111,239 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $111,239 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $62,349 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $62,349 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $111,239 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $15,450 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,889 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,662 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $18,660 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $47,661 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $62,349 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $62,349 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $47,661 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $47,661 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,229 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| BERNEICE M HOPPER PFDN CO WEEPING | |||||||
| PO BOX 326 | WEEPING WATER | NE | 68463 | 4022674265 | COMPLETE BERNEICE HOPPER PFDN SCHOLARSHIP APPLICATION & INCLUDE FINAN ANCIALS, EXTRA-CURRICULAR, COMMUNITY ACTIVITES, LETTERS OF RECOMENDATI ON, ACADEMIC HISTORY, PERSONAL STMT, TRANSCRIPTS, AND CONDITIONAL LTR. | SET ANNUALLY BY TRUSTEES. | AWARD TO HS SENIORS WHO GRADUATE FROM WEEPING WATER HIGH SCHOOL AND SURROUNDING HS & WILL BE PAID DIRECTLY TO THE EDUCATIONAL INSTITUTION UPON RECEIPT OF GRADE TRANSCRIPTS & PROOF OF ENROLLMENT. |
| BERNEICE HOPPER PRIVATE FOUNDATION | |||||||
| 1120 SOUTH 101ST STREET | OMAHA | NE | 68124 | 4022210122 | COMPLETE THE BERNEICE M HOOPER PRIVATE FDN GRANT APPLICATION FOR FUNDED PROJECTS OR AGENCIES MUST BE LOCATED IN THE GREATER WEEPING WATER, NEBRASKA AREA. | POSTMARKED BY APRIL 1, 2010. | GRANTS WILL ONLY BE GIVEN TO 501(C)(3) NONPROFIT ORGANIZATIONS, OR TO GOVERNMENT ENTITIES OR THEIR AGENCIES. GRANTS WILL NOT ORDINARILY BE GIVEN TO ANY ORG FOR MORE THAN TWO CONSECUTIVE YEARS. |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF NEBRASKA - LINCOLN | ||||||||
| 17 CANFIELD BLDG | LINCOLN | NE | 685880416 | NONE | PC | SCHOLARSHIPS | $5,500 | |
| UNIVERSITY OF NEBRASKA AT OMAHA | ||||||||
| 103 EPPLEY ADMIN BLDG | OMAHA | NE | 681820187 | NONE | PC | SCHOLARSHIPS | $9,000 | |
| PERU STATE COLLEGE | ||||||||
| PO BOX 10 | PERU | NE | 68421 | NONE | PC | SCHOLARSHIPS | $5,000 | |
| MIDLAND UNIVERSITY | ||||||||
| 900 N CLARKSON ST | FREMONT | NE | 68025 | NONE | PC | SCHOLARSHIPS | $3,000 | |
| UNIV OF NEBRASKA AT KEARNEY | ||||||||
| OFFICE OF FINANCIAL AID | KEARNEY | NE | 688492350 | NONE | PC 501(C)(3) | SCHOLARSHIP | $1,000 | |
| WEEPING WATER PUBLIC SCHOOLS | ||||||||
| 204 W O STREET | WEEPING WATER | NE | 68463 | NONE | PC | GENERAL SUPPORT | $10,174 | |
| WAYNE STATE COLLEGE | ||||||||
| 1111 MAIN STREET | WAYNE | NE | 68787 | NONE | PC | SCHOLARSHIPS | $4,000 | FINANCIAL SERVICES OFFICE |
| IA WESTERN COMMUNITY COLLEGE | ||||||||
| 2700 COLLEGE RD | COUNCIL BLUFFS | IA | 51502 | NONE | PC 501(C)(3) | SCHOLARSHIP | $1,000 | BUSINESS OFFICE |
| WEEPING WATER VOLUNTEER FIRE DEPARTMENT | ||||||||
| PO BOX 309 | WEEPING WATER | NE | 68463 | NONE | PC | SUV FIREMAN AND TRAILER | $15,000 | |
| UNITED METHODIST CHURCH FOOD PANTRY | ||||||||
| 106 W ELDORA AVE | WEEPING WATER | NE | 68463 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| METROPOLITAN COMMUNITY COLLEGE | ||||||||
| PO BOX 3777 | OMAHA | NE | 681030777 | NONE | PC | SCHOLARSHIP | $2,500 | |
| YORK COLLEGE | ||||||||
| 1125 EAST 8TH STREET | YORK | NE | 68467 | NONE | PC | SCHOLARSHIPS | $1,000 | |
| WEEPING WATER CITY MUNICIPAL POOL | ||||||||
| 311 WEST RIVER ST | WEEPING WATER | NE | 68463 | NONE | GOVT | REPAIRS AND UPDATES | $2,175 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $62,349 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,880 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $193,029 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $221,970 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $221,970 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $775 | Amt |
| Net Investment Income | $388 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)
| BondBondNm |
|---|
| GCB VISA INC 2.8% |
| GCB STARBUCKS CORP 3.85% |
| GCB ALPHABET INC 3.375% |
| GCB PEPSICO INC 3.5% |
| FRDERICK CNTY MD 5% |
| GREENE CNTY MO 4% 4/1/23 |
| NISSAN MOTOR ACCEPTANCE CORP |
| WESTERN ASSET FDS INC CORE BD |
| MCDONALDS CORP 4.7% 12/9/35 |
| THERMO FISHER SCIENTIFIC INC 2 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (45 entries)
| StockStockNm |
|---|
| ACTIVISION BLIZZARD INC |
| AMAZON COM INC COM |
| LOWES COS INC COM |
| NIKE INC CLASS B COM |
| ROSS STORES INC |
| ROYAL CARIBBEAN CRUISES LTD |
| AMERIS BANCORP |
| BERKSHIRE HATHAWAY INC DEL CL |
| HERITAGE COMMERCE CORP |
| AMGEN INC COM |
| MERCK AND CO INC NEW |
| RESMED, INC |
| THERMO FISHER SCIENTIFIC INC |
| UNITEDHEALTH GROUP INC COM |
| ZOETIS INC |
| HONEYWELL INTERNATIONAL INC CO |
| LOCKHEED MARTIN CORP COM |
| UNION PACIFIC CORP COM |
| ADOBE SYSTEMS INCORPORATED DEL |
| APPLE INC COM |
| MICROSOFT CORP COM |
| NVIDIA CORP COM |
| PALO ALTO NETWORKS, INC |
| TEXAS INSTRS INC COM |
| TRIMBLE INC |
| VISA INC |
| CARILLON SCOUT SMALL CAP FUND |
| VANGUARD MID CAP INDEX ADMIRAL |
| LAZARD INTERNATIONAL STRATEGIC |
| DISNEY WALT CO |
| BOEING CO |
| IAA INC |
| SALESFORCE.COM |
| SOLAREDGE TECHNOLOGES INC |
| DUPONT DE NEMOURS INC |
| CAMDEN PPTY TR SH BEN INT |
| COLUMBIA FDS SER TR I PACIFIC |
| LAZARD FDS GBL INFRA INST |
| FIDELITY PACIFIC BASIN FUND |
| BARON INTERNATIONAL GROWTH FUN |
| BUFFALO FDS DISCOVERY FD |
| LOGITECH INTERNATIONAL SA |
| STARBUCKS CORP COM |
| HOLOGIC INC ORD SHS |
| BLACKROCK INC COM |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INTERNATIONAL TRACTOR | CategoryOrItemTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - INCOME (ALLOCABLE | CategoryTxt |
| Legal Fees | $93 | LegalFeesAmt |
| Net Investment Income | $93 | NetInvestmentIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2021 TRANSACTIONS POSTED IN 2022 | $698 |
| BOOK VALUE ADJUSTMENT | $125 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $61 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $61 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2020 TRANSACTIONS POSTED IN 2021 | $499 |
| 2021 ACCRUED INTEREST USED IN 2022 | $0 |
| 2021 MARKET DISCOUNT- FED TAX MUNI INT | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $244 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $189 | $0 | $0 |
Comments