DUNCAN FAMILY TRUST: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
DUNCAN FAMILY TRUST (EIN 20-0905873)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-12
IRS object ID
202241329349103664
Schema version
2021v4.2
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)
Return2022-05-12T14:41:16-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BKD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11248 O STREET STE 1040AddressLine1Txt
CityLINCOLNCityNm
State AbbreviationNEStateAbbreviationCd
ZIP685081461ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200905873EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DUNCAN FAMILY TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% CINDY MORRISInCareOfNm
Business Name ControlDUNCBusinessNameControlTxt
Phone4024752611PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 81887AddressLine1Txt
CityLINCOLNCityNm
State AbbreviationNEStateAbbreviationCd
ZIP68501ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCINDY MORRISPersonNm
Person TitleOFFICERPersonTitleTxt
Phone4024752611PhoneNum
Signature2022-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCINDYPersonFirstNm
Person LastMORRISPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKRISTIN TYNONPreparerPersonNm
PTINP01063388PTIN
Phone4024737600PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
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$1,195,518FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$937,000ContriRcvdRevAndExpnssAmt
Incm Modifications Adj Net Incm$5,000IncmModificationsAdjNetIncmAmt
Total Rev And Expnss$937,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Total Adj Net Incm$5,000TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,325AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,325AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$150OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$150OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,475TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,475TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$248,558ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$248,558ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$250,033TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$250,033TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$686,967ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$5,000AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$503,551CashBOYAmt
Cash EOY$1,195,518CashEOYAmt
Cash EOYFMV$1,195,518CashEOYFMVAmt
Total Assets BOY$503,551TotalAssetsBOYAmt
Total Assets EOY$1,195,518TotalAssetsEOYAmt
Total Assets EOYFMV$1,195,518TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$503,551RetainedEarningBOYAmt
Retained Earning EOY$1,195,518RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$503,551TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,195,518TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$503,551TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,195,518TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$503,551TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$686,967ExcessRevenueOverExpensesAmt
Other Increases$5,000OtherIncreasesAmt
Subtotal$1,195,518SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,195,518TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Subtotal$0SubtotalAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CINDY MORRISBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4024752611PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 81887AddressLine1Txt
CityLINCOLNCityNm
State AbbreviationNEStateAbbreviationCd
ZIP68501ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

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
J ROBERT DUNCAN
PO BOX 81887LINCOLNNE68501VICE PRESIDENT0$0$0$0
D TODD DUNCAN
PO BOX 81887LINCOLNNE68501MEMBER AT LARGE0$0$0$0
CINDY MORRIS
PO BOX 81887LINCOLNNE68501TREASURER0$0$0$0
KAREN K DUNCAN
PO BOX 81887LINCOLNNE68501SECRETARY0$0$0$0
CONNIE DUNCAN
PO BOX 81887LINCOLNNE68501PRESIDENT0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$547,828AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$547,828TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$547,828AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,217CashDeemedCharitableAmt
Net Vl Noncharitable Assets$539,611NetVlNoncharitableAssetsAmt
Minimum Investment Return$26,981MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$26,981MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$26,981DistributableBeforeAdjAmt
Recoveries Qualfied Distri$5,000RecoveriesQualfiedDistriAmt
Distributable Before Ded$31,981DistributableBeforeDedAmt
Distributable As Adjusted$31,981DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$250,033ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$250,033QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$31,981DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$157,347ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$143,597ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$175,934ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$233,407ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$315,145ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,025,430TotalExcessDistributionCyovAmt
Qualifying Distributions$250,033QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$31,981AppliedToCurrentYearAmt
Remaining Distri From Corpus$218,052RemainingDistriFromCorpusAmt
Total Corpus$1,243,482TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$157,347ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,086,135ExcessDistriCyovToNextYrAmt
Excess From Year4$143,597ExcessFromYear4Amt
Excess From Year3$175,934ExcessFromYear3Amt
Excess From Year2$233,407ExcessFromYear2Amt
Excess From Year1$315,145ExcessFromYear1Amt
Excess From Current Year$218,052ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Cause Collective
1645 N StLincolnNE68508NONEPCGENERAL OPERATIONS$325
Lincoln Community Foundation
215 Centennial Mall South Suite 10LincolnNE68508NONEPCGENERAL OPERATIONS$55,000
United Way Of Lincoln
238 S 13th StLincolnNE68508NONEPCGENERAL OPERATIONS$46,900
Educare Of Lincoln
3435 N 14th StLincolnNE68521NONEPCGENERAL OPERATIONS$10,000
Foundation For Lincoln Public Schools
5905 O StLincolnNE68510NONEPCGENERAL OPERATIONS$45,000
Western Nebraska Community College Foundation
1601 E 27th StScottsbluffNE69361NONEPCGENERAL OPERATIONS$15,000
United States Artists
200 West Madison Street fl 3ChicagoIL60606NONEPCGENERAL OPERATIONS$10,000
Clinic With a Heart Inc
1701 S 17th StLincolnNE68502NONEPCGENERAL OPERATIONS$1,500
The Malone Center
2032 U StLincolnNE68503NONEPCGENERAL OPERATIONS$3,000
Gryphon Place
3245 S 8th StKalamazooMI49009NONEPCGENERAL OPERATIONS$1,000
Girls Inc
2811 N 45th StOmanaNE68104NONEPCGENERAL OPERATIONS$2,500
United Way Of Utah County
148 100 W ProvoProvoUT84601NONEPCGENERAL OPERATIONS$15,000
Leadership Lincoln Inc
211 N 14th StLincolnNE68508NONEPCGENERAL OPERATIONS$2,500
Boys & Girls Club Of Lincoln
700 R StLincolnNE68501NONEPCGENERAL OPERATIONS$1,200
El Centro de las Americas
210 O StLincolnNE68508NONEPCGENERAL OPERATIONS$6,500
LUX Center For The Arts
2601 N 48th StLincolnNE68504NONEPCGENERAL OPERATIONS$10,000
Battle Creek Community Foundation
32 West Michigan Ave Suite 1Battle CreekMI49017NONEGENERAL OPERATIONS$1,633
WAI Great Lakes
1903 W Michigan AveKalamazooMI49008NONEGENERAL OPERATIONS$5,000
Junior Achievement Of Southwest Michigan
2775 W Dickman Rd CSpringfieldMI49037NONEGENERAL OPERATIONS$3,000
SAFE Place
PO Box 199Battle CreekMI49016NONEGENERAL OPERATIONS$1,500
Child Advocacy Center
5025 Garland StLincolnNE68504NONEGENERAL OPERATIONS$5,000
Community Action Partnership
210 O StLincolnNE68508NONEGENERAL OPERATIONS$5,000
Friends Of Mary Riepma Ross Media Arts Center
313 N 13th StLincolnNE68508NONEGENERAL OPERATIONS$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$248,558TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp
Dividends And Interest From Sec DtlDividendsAndInterestFromSecDtl
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp
Subtotals Incm Producing ActySubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDUNCAN AVIATIONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 81887AddressLine1Txt
CityLINCOLNCityNm
State AbbreviationNEStateAbbreviationCd
ZIP68501ZIPCd
FieldValueIRS element (for citing)
Total Contributions$937,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,325Amt
Disbursements Charitable Prps$1,325DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TELEPHONE & INTERNET$127$127
FEES$23$23

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescGRANT RECOVERIESDesc
Amt$5,000Amt

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