GROWING GOOD FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GROWING GOOD FOUNDATION (EIN 47-2406362)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-19
- IRS object ID
- 202022939349100517
- Schema version
- 2019v5.1
- 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 Stock Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-19T15:51:41-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 476097913 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEIM JOHNSON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18081 BURT STREET SUITE 200 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 680224722 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472406362 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROWING GOOD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GROW | BusinessNameControlTxt |
| Phone | 4026583283 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11201 N 96TH STREET | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68122 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID J WATTS | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 4026583283 | PhoneNum |
| Signature | 2020-10-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEGAN L KOZIOL | PreparerPersonNm |
| PTIN | P01544037 | PTIN |
| Phone | 4023302660 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 163.116.133.118 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-06 | IPDt |
| IP Tm | 12:48:24 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9D78EB067D87EDDDC435452AEBB5CBB04D0B960D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B319C935D5CD5DD24452FA9CD51ABCBD1A9C8C2C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $594,732 | 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 | $395 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $562 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $562 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,248 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,248 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,942 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $74,800 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,942 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $21,147 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,752 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $425 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $425 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $659 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $264 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,509 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $689 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $425 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $35,509 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $689 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,425 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,362 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,063 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $30,337 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $64,071 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $64,071 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $59,858 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $115,184 | CorporateStockBOYAmt |
| Corporate Stock EOY | $132,547 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $132,547 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $321,220 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $398,114 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $398,114 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $526,599 | TotalAssetsBOYAmt |
| Total Assets EOY | $594,732 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $594,732 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $526,599 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $594,732 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $526,599 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $594,732 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $526,599 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $594,732 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $526,599 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,362 | ExcessRevenueOverExpensesAmt |
| Other Increases | $82,495 | OtherIncreasesAmt |
| Subtotal | $594,732 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $594,732 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2018-01-01 | 2019-02-07 | $60,000 | $59,858 | $142 | $142 | |
| CAPITAL GAINS DIVIDENDS | $14,800 | $14,800 | $14,800 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,942 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $37,680 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $616,696 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.061100 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $29,439 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $584,844 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050336 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $17,845 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $349,231 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051098 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $16,149 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $204,546 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.078950 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,563 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.241484 | TotalDistributionRt |
| Average Distribution | 0.048297 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $571,239 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $27,589 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $201 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $27,790 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $34,425 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $201 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $201 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $201 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $201 | 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 | DAVID J WATTS | IndividualWithBooksNm |
| Phone | 4026583283 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11201 N 96TH ST | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| DAVID J WATTS | ||||||||
| 11201 N 96TH ST | OMAHA | NE | 68122 | PRESIDENT/TREASURER | 5.00 | $0 | $0 | $0 |
| PATRICIA A LOFGREEN | ||||||||
| 635 NE MERIDIAN DR | WAUKEE | IA | 50263 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TERESA DILTS | ||||||||
| 13421 ERSKINE ST | OMAHA | NE | 68164 | VICE-PRESIDENT/SECRETARY | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $491,072 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $88,866 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $579,938 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $579,938 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,699 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $571,239 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,562 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,562 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $201 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $201 | TotalTaxAmt |
| Distributable Before Adj | $28,361 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,250 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,611 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,611 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,425 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $34,425 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $201 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $34,224 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,611 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $5,346 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $543 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,319 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,635 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,843 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $34,425 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $33,611 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $814 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,657 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,657 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,346 | ExcessFromYear4Amt |
| Excess From Year3 | $543 | ExcessFromYear3Amt |
| Excess From Year2 | $2,319 | ExcessFromYear2Amt |
| Excess From Year1 | $7,635 | ExcessFromYear1Amt |
| Excess From Current Year | $814 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID J WATTS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACMS FOUNDATION | ||||||||
| 555 E WELLS ST | MILWAUKEE | WI | 53202 | NONE | PC | TO PROVIDE FUNDING TO THE AMERICAN COLLEGE OF MOHS SURGERY | $5,000 | |
| AIM AT MELANOMA | ||||||||
| 3040 CUTTING BLVD | RICHMOND | CA | 94804 | NONE | PC | PROVIDE SUPPORT TO BATTLE MELANOMA THROUGH RESEARCH, LEGISLATIVE REFORM, EDUCATION, AND PATIENT AND CAREGIVER SUPPORT. | $500 | |
| ALCOHOLIC RESOCIALIZATION CONDITIONING HELP INC | ||||||||
| 604 S 37TH STREET | OMAHA | NE | 68105 | NONE | PC | PROVIDE SUPPORT FOR RESOCIALIZATION PROGRAMS FOR CHEMICALLY DEPENDENT INVIDIVIDUALS. | $500 | |
| BEACON HOUSE | ||||||||
| PO BOX 301 | PACIFIC GROVE | CA | 93950 | NONE | PC | PROVIDE SUPPORT FOR TREATMENT CENTERS FOR LASTING SOBRIETY FROM ALCOHOL AND DRUGS. | $500 | |
| CHARITY NAVIGATOR | ||||||||
| 139 HARRISTOWN ROAD SUITE 101 | GLEN ROCK | NJ | 07452 | NONE | PC | TO MAKE IMPACTFUL PHILANTHROPY FOR ALL. | $500 | |
| CHRISTIAN URBAN EDUCATION SERVICES | ||||||||
| 2207 WIRT STREET | OMAHA | NE | 68110 | NONE | PC | PROVIDE SUPPORT FOR OMAHA'S INNER-CITY CHILDREN THROUGH EDUCATION. | $1,000 | |
| CITY OF OMAHA PUBLIC LIBRARY FOUNDATION | ||||||||
| 215 S 15 ST | OMAHA | NE | 68102 | NONE | PC | TO ENHANCE THE COLLECTIONS AND SERVICES OF THE OMAHA PUBLIC LIBRARY. | $500 | |
| CITY SPROUTS INC | ||||||||
| PO BOX 31593 | OMAHA | NE | 68131 | NONE | PC | SUSTAINING COMMUNITIES THROUGH GARDENING | $500 | |
| COMPLETELY KIDS | ||||||||
| 2566 ST MARYS AVENUE | OMAHA | NE | 68105 | NONE | PC | PROVIDE SUPPORT TO ENSURE FAMILIES HAVE ACCESS TO THE KNOWLEDGE AND SKILLS NECESSARY TO BREAK THE CYCLE OF POVERTY. | $1,000 | |
| FASHION INSTITUTE MIDWEST | ||||||||
| 1141 N 11TH ST 2ND FLR | OMAHA | NE | 68102 | NONE | PC | TO PROMOTE EDUCATION THROUGH THE PROMOTION OF ARTS AND CULTURE EXPRESSED IN THE AREA OF FASHION DESIGN. | $500 | |
| FILM STREAMS INC | ||||||||
| 1340 MIKE FAHEY ST | OMAHA | NE | 68102 | NONE | PC | TO ENHANCE THE CULTURAL ENVIRONMENT OF THE OMAHA-COUNCIL BLUFFS AREA THROUGH THE PRESENTATION AND DISCUSSION OF FILM AS AN ART FORM. | $500 | |
| GIVEWELL | ||||||||
| 1714 FRANKLIN ST 100335 | OAKLAND | CA | 94612 | NONE | PC | TO FIND OUTSTANDING GIVING OPPORTUNITIES | $500 | |
| HEALING GIFT FREE CLINIC | ||||||||
| 2650 FARNAM STREET | OMAHA | NE | 68131 | NONE | PC | TO PROVIDE FOR A HEALTH CLINIC TO SERVE THOSE IN NEED OF MEDICAL CARE | $1,000 | |
| HEART MINISTRY CENTER | ||||||||
| 2222 BINNEY STREET | OMAHA | NE | 68110 | NONE | PC | TO PROVIDE BASIC HUMAN NEEDS SERVICES TO THE NORTH OMAHA COMMUNITY | $1,000 | |
| HEARTLAND EQUINE THERAPEUTIC RIDING ACADEMY INC | ||||||||
| 10130 S 227TH ST | GRETNA | NE | 68028 | NONE | PC | TO IMPROVE THE QUALITY OF LIFE BOTH PHYSICALLY AND EMOTIONALLY OF ADULTS AND CHILDREN OF ALL ABILITIES THROUGH EQUINE ASSISTED ACTIVITIES. | $500 | |
| METRO OMAHA MEDICAL SOCIETY FOUNDATION | ||||||||
| 7906 DAVENPORT STREET TOWER | OMAHA | NE | 68114 | NONE | PC | PROVIDE SUPPORT TO COMMUNITY PRIORITIES WHERE PHYSICIAN INVOLVEMENT CAN MAKE A DIFFERENCE IN IMPROVING THE HEALTH OF THE METRO OMAHA COMMUNITY. | $1,000 | PROFESSIONAL PARK |
| MINDFULNESS OUTREACH INITIATIVE INC | ||||||||
| 3015 PACIFIC ST | OMAHA | NE | 68105 | NONE | PC | TO MAKE MINDFULNESS MEDITATION INSTRUCTION AVAILABLE TO EVERYONE. | $500 | |
| NEBRASKA CANCER COALITION | ||||||||
| 1045 LINCOLN MALL STE 200 | LINCOLN | NE | 68508 | NONE | PC | PROVIDE SUPPORT TO HELP PREVENT AND CONTROL CANCER AND ITS ECONOMIC AND PSYCHOSOCIAL EFFECTS ON FAMILIES, FRIENDS, AND COMMUNITIES. | $10,000 | |
| NEBRASKA MEDICAL FOUNDATION INC | ||||||||
| 1045 LINCOLN MALL STE 200 | LINCOLN | NE | 68508 | NONE | PC | PROVIDE SUPPORT FOR MEDICAL STUDENT SCHOLARSHIPS AND THE PROMOTION OF WELLNESS IN THE STATE OF NEBRASKA. | $500 | |
| OMAHA COMMUNITY OF MINDFUL LIVING | ||||||||
| 2057 N 54TH ST | OMAHA | NE | 68104 | NONE | PC | TO PRACTICE MINDFUL LIVING IN THE TRADITION OF THE BUDDHIST MONK, TEACHER, AND AUTHOR THICH NHAT HANH. | $500 | |
| OPEN DOOR MISSION | ||||||||
| 2828 N 23RD STREET EAST | OMAHA | NE | 68110 | NONE | PC | PROVIDE SUPPORT TO HOMELESS INDIVIDUALS IN THE OMAHA AREA. | $500 | |
| RIVERSIDE PUBLIC SCHOOLS FOUNDATION | ||||||||
| 408 W DAYTON ST | CEDAR RAPIDS | NE | 68627 | NONE | PC | TO SUPPORT THE PUBLIC SCHOOLS OPERATED BY THE RIVERSIDE BOARD OF EDUCATION | $500 | |
| SALVATION ARMY | ||||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | NONE | SO I | MEN'S REHABILITATION AND THE OMAHA KROC CENTER | $500 | |
| SANTA MONICA INC | ||||||||
| 401 S 39TH STREET | OMAHA | NE | 68131 | NONE | PC | PROVIDE SUPPORT FOR A RESIDENTIAL TREATMENT PROGRAM FOR CHEMICALLY DEPENDENT WOMEN. | $1,000 | |
| SIENAFRANCIS HOUSE | ||||||||
| PO BOX 217 DTS | OMAHA | NE | 68101 | NONE | PC | TO WELCOME, SHELTER AND EMPOWER INDIVIDUALS EXPERIENCING HOMELESSNESS TO NAVIGATE THEIR OWN PATH TO SAFE AND APPROPRIATE HOUSING. | $500 | |
| STEPHEN CENTER | ||||||||
| 2723 Q STREET | OMAHA | NE | 68107 | NONE | PC | PROVIDE SUPPORT TO OVERCOME HOMELESSNESS, ADDICTION AND POVERTY. | $500 | |
| TABLE GRACE MINISTRIES | ||||||||
| 1611 1/2 FARNAM ST | OMAHA | NE | 68102 | NONE | PC | TO PROVIDE FUNDING FOR HUNGER OUTREACH | $500 | |
| THICH NHAT HANH FOUNDATION | ||||||||
| 2499 MELRU LANE | ESCONDIDO | CA | 92026 | NONE | PC | TO SUPPORT THE DISSEMINATION OF MINDFULNESS PRACTIVE IN THE PLUM VILLAGE TRADITION, AND THE COMMUNITY OF MINDFUL LIVING | $3,000 | |
| WISDOM HOUSE COLLABORATIVE | ||||||||
| 8712 W DODGE RD STE 300 | OMAHA | NE | 68114 | NONE | PC | TO SUPPORT AND GROW THE MINDFULNESS COMMUNITY | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $562 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,248 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,942 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,752 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,752 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $850 | Amt |
| Net Investment Income | $425 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $425 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $132,547 | EOYBookValueAmt |
| EOYFMV | $132,547 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $398,114 | BookValueAmt |
| EOYFMV | $398,114 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $82,495 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $264 | $264 | $0 |
| EXCISE TAX | $395 | $0 | $0 |
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