THE CHIEF FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE CHIEF FOUNDATION INC (EIN 20-4896971)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-14
- IRS object ID
- 202212879349100106
- 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
- Form 990-PF
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-14T09:12:08-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204896971 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHIEF FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHIE | BusinessNameControlTxt |
| Phone | 3083897200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2078 | AddressLine1Txt |
| City | GRAND ISLAND | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 688022078 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHERYL VAJGRT | PersonNm |
| Person Title | SECRETARY/ TREASURER | PersonTitleTxt |
| Phone | 3083897200 | PhoneNum |
| Signature | 2022-10-14 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHERYL | PersonFirstNm |
| Person Last | VAJGRT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $1,617,418 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $40,688 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,688 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $82,388 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $454,654 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $82,388 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $123,076 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $123,076 | 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 |
| Taxes Rev And Expnss | $458 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $458 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,548 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,548 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,006 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,006 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $72,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $72,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $81,506 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,006 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $72,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $41,570 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $114,070 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,490 | CashBOYAmt |
| Cash EOY | $17,236 | CashEOYAmt |
| Cash EOYFMV | $17,236 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $26,773 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $52,004 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $52,004 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,474,584 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,548,178 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,548,178 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,530,847 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,617,418 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,617,418 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,530,847 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,617,418 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,530,847 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,617,418 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,530,847 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,617,418 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,530,847 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $41,570 | ExcessRevenueOverExpensesAmt |
| Other Increases | $45,001 | OtherIncreasesAmt |
| Subtotal | $1,617,418 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,617,418 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| TD AMERITRADE | 2020-11-19 | 2021-07-02 | $176,088 | $174,397 | $1,691 | $1,691 | |
| TD AMERITRADE | 2019-10-30 | 2021-07-02 | $253,033 | $197,869 | $55,164 | $55,164 | |
| Capital Gains Dividends | $25,533 | $25,533 | $25,533 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $82,388 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,586 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,586 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,586 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $706 | 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 | $706 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $880 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHERYL VAJGRT | IndividualWithBooksNm |
| Phone | 3083897200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2078 | AddressLine1Txt |
| City | GRAND ISLAND | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68802 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| DJ EIHUSEN | ||||||||
| 111 SANDBAR LANE | PHILLIPS | NE | 68865 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| CHERYL VAJGRT | ||||||||
| 1934 FREEDOM DRIVE | GRAND ISLAND | NE | 68803 | SECRETARY / TREASURER | 0.00 | $0 | $0 | $0 |
| SUSAN ALBERS | ||||||||
| 2001 W CHARLES | GRAND ISLAND | NE | 68803 | DIRECTOR | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION IS ORGANIZED EXCLUSIVELY TO RECEIVE AND ADMINISTER FUNDS FOR CHARITABLE, EDUCATIONAL, SCIENTIFIC, AND LITERARY PURPOSES. | Description1Txt |
| Expenses1 | $72,500 | Expenses1Amt |
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 | $1,552,598 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,603 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,590,201 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,590,201 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,853 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,566,348 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $78,317 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $78,317 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,586 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,586 | TotalTaxAmt |
| Distributable Before Adj | $76,731 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $76,731 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $76,731 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $72,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $72,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $76,731 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $22,493 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $22,493 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $72,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $72,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $4,231 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,231 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $18,262 | 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 | $18,262 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE CHIEF FOUNDATION CO CHERYL VAJG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2078 | AddressLine1Txt |
| City | GRAND ISLAND | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3083897200 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATION WITH APPROPRIATE DOCUMENTATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS WILL BE MADE TO ORGANIZATIONS THAT ARE TAX-EXEMPT AS DEFINED IN SECTION 501(c)(3) OF THE INTERNAL REVENUE CODE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SAMANTHA REIMERS | ||||||
| 1038 SHERIDAN AVE | GRAND ISLAND | NE | 68803 | INDIVIDUAL | SCHOLARSHIP SUPPORT FOR UNDERGRADUATE EDUCATION | $2,500 |
| HALEIGH ADAMS-SALABERRIOS | ||||||
| 708 DREW LANE | GIBBON | NE | 68840 | INDIVIDUAL | SCHOLARSHIP SUPPORT FOR UNDERGRADUATE EDUCATION | $5,000 |
| JASPER FOUNDATION INC | ||||||
| 3401 N VANRENSSELAER | RENSSELAER | IN | 47978 | PRIVATE FOUNDATION | CAPITAL ASSET SUPPORT FOR COMMUNITY | $10,000 |
| MARY WILES | ||||||
| 355 PELHAM AVE | GILTNER | NE | 68841 | INDIVIDUAL | SCHOLARSHIP SUPPORT FOR UNDERGRADUATE EDUCATION | $7,500 |
| TESSA ELDRIDGE | ||||||
| 307 WEST 8TH ST | LEXINGTON | NE | 68850 | INDIVIDUAL | SCHOLARSHIP SUPPORT FOR UNDERGRADUATE EDUCATION | $5,000 |
| WOOD RIVER VISION 2020 INC | ||||||
| 1401 EAST STREET | WOOD RIVER | NE | 68883 | PUBLIC CHARITY | CAPITAL ASSET SUPPORT FOR COMMUNITY | $10,000 |
| CROSSROADS CENTER | ||||||
| 702 W 14TH ST | HASTINGS | NE | 68901 | PUBLIC CHARITY | CAPITAL ASSET SUPPORT FOR COMMUNITY | $10,000 |
| AURORA HOUSING DEVELOPMENT | ||||||
| 1604 L STREET | AURORA | NE | 68818 | PUBLIC CHARITY | CAPITAL ASSET SUPPORT FOR COMMUNITY | $10,000 |
| HASTINGS COLLEGE FOUNDATION | ||||||
| 710 NORTH TURNER AVE | HASTINGS | NE | 68901 | PRIVATE FOUNDATION | CAPITAL ASSET SUPPORT FOR COMMUNITY | $10,000 |
| UNIVERSITY OF NEBRASKA AT KEARNEY | ||||||
| 2504 9TH AVE | KEARNEY | NE | 68849 | PRIVATE FOUNDATION | CAPITAL ASSET SUPPORT FOR COMMUNITY | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $72,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| LEXINGTON COMMUNITY FOUNDATION | ||||||
| 607 N WASHINGTON ST | LEXINGTON | NE | 68850 | PRIVATE FOUNDATION | CAPITAL ASSET SUPPORT FOR COMMUNITY | $5,000 |
| MARY WILES | ||||||
| 355 PELHAM AVE | GILTNER | NE | 68841 | INDIVIDUAL | SCHOLARSHIP SUPPORT FOR UNDERGRADUATE EDUCATION | $5,000 |
| TESSA ELDRIDGE | ||||||
| 307 WEST 8TH ST | LEXINGTON | NE | 68850 | INDIVIDUAL | SCHOLARSHIP SUPPORT FOR UNDERGRADUATE EDUCATION | $10,000 |
| KEARNEY PUBLIC SCHOOLS BRIGHT FUTURES | ||||||
| 1511 5TH AVENUE | KEARNEY | NE | 68845 | PUBLIC CHARITY | CAPITAL ASSET SUPPORT FOR COMMUNITY | $2,500 |
| SAMANTHA REIMERS | ||||||
| 1038 SHERIDAN AVE | GRAND ISLAND | NE | 68803 | INDIVIDUAL | SCHOLARSHIP SUPPORT FOR UNDERGRADUATE EDUCATION | $17,500 |
| HALL COUNTY HERO FLIGHT ASSOCIATION | ||||||
| 131 SOUTH LOCUST | GRAND ISLAND | NE | 68801 | PUBLIC CHARITY | CAPITAL ASSET SUPPORT FOR COMMUNITY | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $45,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $40,688 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $82,388 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $123,076 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $123,076 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | DIVIDENDS AND INTEREST EARNED ON SECURITIES IS USED TO PROVIDE CHARITABLE GRANTS TO WORTHY TAX EXEMPT ORGANIZATIONS CARRYING ON RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL ACTIVITIES | RelationshipStatementTxt |
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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (24 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| METROPOLITAN WEST TOT RETURN BOND | FMV | $112,210 | $112,210 |
| PORTFOLIO S&P 500 ETF | FMV | $252,072 | $252,072 |
| MFS GROWTH I | FMV | $6,465 | $6,465 |
| PGIM GLOBAL TOTAL RETURN Z | FMV | $50,349 | $50,349 |
| AMERICAN FUNDS CAPITAL WORLD GRWTH & INC F2 | FMV | $41,314 | $41,314 |
| BLACKROCK FUNDS TOTAL RET INST | FMV | $75,072 | $75,072 |
| BLACKROCK FUNDS CREDIT STRAT INCOME INST | FMV | $57,050 | $57,050 |
| DODGE & COX FUNDS INCOME INVESTOR | FMV | $35,109 | $35,109 |
| DODGE & COX FUNDS STOCK INVESTOR | FMV | $5,564 | $5,564 |
| FIDELITY INVESTMENTS | FMV | $31,070 | $31,070 |
| PGIM FUNDS TOTAL RET BOND Z | FMV | $10,675 | $10,675 |
| S&P DIVID ETF | FMV | $48,162 | $48,162 |
| AMERICAN FUNDS WA MUTUAL INVESTORS | FMV | $48,490 | $48,490 |
| FIDELITY INVESTMENTS ADV INTL CAPITAL APP Z | FMV | $71,657 | $71,657 |
| LEGG MASON FUNDS CLEARBRIDGE APPR | FMV | $208,988 | $208,988 |
| MFS FUNDS INTL DIVERSIFICATION | FMV | $38,367 | $38,367 |
| PGIM FUNDS SHORT TERM CORP BOND Z | FMV | $57,570 | $57,570 |
| T ROWE PRICE FUNDS BLUE CHIP GROWTH | FMV | $43,796 | $43,796 |
| THORNBURG FUNDS | FMV | $57,577 | $57,577 |
| US TREAS BD | FMV | $100,023 | $100,023 |
| PORTFOLIO EMG MK | FMV | $36,221 | $36,221 |
| VANGUARD SMALL CP | FMV | $45,202 | $45,202 |
| FLEXSHARES TRUST INT | FMV | $91,020 | $91,020 |
| INVESCO EXCHANGE TRADED FUND T | FMV | $24,155 | $24,155 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMIN FEES | Desc |
| Revenue And Expenses Per Books | $8,548 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,548 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS) ON INVESTMENT | Desc |
| Amt | $45,001 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $458 | Amt |
| Net Investment Income | $458 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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