HERBERT T WESTON JR & MARIAN S WESTON FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HERBERT T WESTON JR & MARIAN S WESTON FOUNDATION (EIN 47-0825494)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-11-16
- IRS object ID
- 202033219349105958
- 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
- Depreciation Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T15:44:40-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470526649 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANA F COLE & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1248 O STREET SUITE 500 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470825494 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Herbert T Weston Jr and | BusinessNameLine1Txt |
| Business Name Line2 | Marian S Weston Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERB | BusinessNameControlTxt |
| Phone | 4024799300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO Tom Obrist 1248 O St No 500 | AddressLine1Txt |
| City | Lincoln | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68508 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Katharine W Cohen | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 4024799300 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS M OBRIST | PreparerPersonNm |
| PTIN | P00249566 | PTIN |
| Phone | 4024799300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 162.210.5.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 12:21:21 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EBD07C99DDCE9AAB234BB00470763D32C52E3FF7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1A4B56C2631C6F6D44D68074EDD70686CD3EB859 | 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 | $10,392,231 | 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 | $7,834,909 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $10,044 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,965 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $345,969 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $345,969 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1,545 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,545 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$21,290 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $15,008 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $249,553 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,008 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,757 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,757 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,210,232 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $369,244 | 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 | $1,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,855 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,855 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,163 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,163 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,740 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,740 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $25,984 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,984 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,392 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,392 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $102,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $102,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $152,392 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,392 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $102,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,057,840 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $318,852 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $32,975 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $93,068 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $93,068 | SavAndTempCashInvstEOYFMVAmt |
| Invst Land Cost Or Other Basis | $561,194 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $5,385 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $556,627 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $555,809 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $494,711 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $920,426 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,087,961 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,952,125 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $14,680 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,301 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,301 | LandBOYAmt |
| Land EOY | $2,379 | LandEOYAmt |
| Land EOYFMV | $2,379 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,834,909 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,849,948 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,513,329 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,574,126 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,392,231 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,957 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,957 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,513,329 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,571,169 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,513,329 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,571,169 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,513,329 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,574,126 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,513,329 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,057,840 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,571,169 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,571,169 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| SALE OF PUBLICLY TRADED STOCK | $1,940 | $2,038 | -$98 | -$98 |
| SALE OF PUBLICLY TRADED STOCK | $12,559 | $20,273 | -$7,714 | -$7,714 |
| SALE OF PUBLICLY TRADED STOCK | $128,254 | $103,974 | $24,280 | $24,280 |
| SALE OF PUBLICLY TRADED STOCK | $106,800 | $108,260 | -$1,460 | -$1,460 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,008 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $56,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,064,603 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.027124 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $50,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,133,994 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044092 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $46,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $967,894 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048042 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $44,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $934,931 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047062 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $39,254 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $879,676 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044623 | DistributionYr5Rt |
| Total Distribution | 0.210943 | TotalDistributionRt |
| Average Distribution | 0.042189 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,338,360 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $140,842 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,189 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $144,031 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $102,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,377 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,377 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,377 | 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 | $12 | EsPenaltyAmt |
| Tax Due | $6,389 | 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 | Tom Obrist | IndividualWithBooksNm |
| Phone | 4024799300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1248 O Street Suite 500 | AddressLine1Txt |
| City | Lincoln | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68508 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Matthew Cohen | ||||||||
| 4610 A Street | Lincoln | NE | 68510 | President | 1.00 | $0 | $0 | $0 |
| Edson Bridges II | ||||||||
| 1125 South 103rd Street Suite 580 | Omaha | NE | 68124 | Director - Asst Treasurer | 1.00 | $0 | $0 | $0 |
| Katherine Weston Cohen | ||||||||
| 54 Lakehurst Lane | Murray | KY | 42071 | Vice President | 1.00 | $0 | $0 | $0 |
| Nicole Gray | ||||||||
| 4610 A Street | Lincoln | NE | 68510 | Treasurer | 1.00 | $0 | $0 | $0 |
| Brian Miles | ||||||||
| 1125 South 103rd Street Suite 580 | Omaha | NE | 68124 | Secretary | 1.00 | $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 | $2,681,556 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $213,272 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $494,370 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,389,198 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,389,198 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,838 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,338,360 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $166,918 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $166,918 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,377 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,377 | TotalTaxAmt |
| Distributable Before Adj | $160,541 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $160,541 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $160,541 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $102,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $102,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $102,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $160,541 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $101,856 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $102,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $101,856 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $144 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $160,397 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Matthew Cohen | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Katharine W Cohen | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 303 | AddressLine1Txt |
| City | Beatrice | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68310 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2702269038 | RecipientPhoneNum |
| Form And Info And Materials | General letter containing purposes and intent, IRS Exemption letter | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Beatrice Cemetery Association | |||||||
| 408 N 33rd St | Beatrice | NE | 68310 | None | NC | Tree planting and tree care | $3,000 |
| Beatrice Humane Society | |||||||
| PO Box 646 | Beatrice | NE | 68310 | None | PC | General Purpose | $9,000 |
| Beatrice Public Library Foundation | |||||||
| PO Box 338 | Beatrice | NE | 68310 | None | PC | General Purpose | $5,000 |
| Community Players Inc | |||||||
| PO Box 116 Ella St | Beatrice | NE | 68310 | None | PC | Theatre Awareness | $4,000 |
| Dolly's Legacy Animal Rescue | |||||||
| PO Box 23122 | Lincoln | NE | 68542 | None | PC | General Purpose | $1,500 |
| First Families Now | |||||||
| 2904 BIA 27 | Porcupine | SD | 57772 | None | PC | Flood relief | $5,000 |
| Fontenelle Forest | |||||||
| 1111 North Bellevue Blvd | Bellevue | NE | 68005 | None | PC | Raptor Recovery | $4,500 |
| Food Bank of Lincoln | |||||||
| 4840 Doris Bair Cir Ste A | Lincoln | NE | 68504 | None | pc | General Purpose | $1,500 |
| Friends of Lied | |||||||
| 301 N 12th Street | Lincoln | NE | 685880151 | None | PC | General Purpose | $2,000 |
| Gage County Historical Society | |||||||
| PO Box 793 | Beatrice | NE | 68310 | None | PC | General Purpose | $6,000 |
| Humane Society of Callaway Cnty KY CO Tom Ewing | |||||||
| PO Box 764 | Murray | KY | 42071 | None | PC | General Purpose | $9,000 |
| Lincoln Community Foundation | |||||||
| 215 Centennial Mall S Ste 100 | Lincoln | NE | 68508 | None | PC | General Purpose | $4,000 |
| Lutheran Family Services | |||||||
| 1300 P Street | Lincoln | NE | 68508 | None | PC | General Purpose | $3,500 |
| Main Street Beatrice | |||||||
| 205 N 4th St | Beatrice | NE | 68310 | None | PC | General Purpose | $3,500 |
| Mari Sandoz Heritage Society | |||||||
| 3227 S 29th St | Lincoln | NE | 68502 | None | PC | General Purpose | $3,000 |
| Nebraska Appleseed | |||||||
| 941 O St Ste 920 | Lincoln | NE | 68508 | None | PC | General Purpose | $1,000 |
| Nebraska Peace Foundation | |||||||
| 941 O St Ste 1026 | Lincoln | NE | 68508 | None | PC | General Purpose | $2,000 |
| Nebraska Statewide Arboretum | |||||||
| UNL Keim Hall 102 PO Box 830964 | Lincoln | NE | 68583 | None | PC | General Purpose | $4,000 |
| People's City Mission | |||||||
| 110 Q St | Lincoln | NE | 68508 | None | PC | General Purpose | $2,000 |
| Phoenix Effect Death Row Rescue | |||||||
| 17737 S Leweling Rd | Scranton | KS | 66537 | None | PC | General Purpose | $1,500 |
| Prairie Plains Resource Institute | |||||||
| 1307 L St | Aurora | NE | 68818 | None | PC | General Purpose | $3,000 |
| Spring Creek Prairie Audubon Center | |||||||
| 11700 SW 100th St PO Box 117 | Denton | NE | 68339 | None | PC | Educational and Environmental Programs | $6,000 |
| University of Nebraska Foundation | |||||||
| 1010 Lincoln Mall | Lincoln | NE | 68508 | None | PC | The Walt Whitman Archive Fund | $13,500 |
| Wildlife Rescue Team | |||||||
| PO Box 80127 | Lincoln | NE | 69501 | None | PC | Appreciation of Volunteers on Behalf of Wildlife | $4,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $102,000 | 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 | $10,044 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $345,969 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$21,290 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,757 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,008 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $352,488 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $352,488 | 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 fees | CategoryTxt |
| Amt | $1,650 | Amt |
| Net Investment Income | $1,650 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| Lawn Mower | 2004-08-02 | $8,229 | $8,229 | 200DB | 7.000000000000 | $0 | $0 |
| Gate and Fence | 2013-11-25 | $5,726 | $4,567 | SL | 7.000000000000 | $818 | $818 |
| Lawn Mower | 2016-02-05 | $6,451 | $3,150 | SL | 7.000000000000 | $922 | $922 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Gate and Fence | CategoryOrItemTxt |
| Cost Or Other Basis | $5,726 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $5,385 | AccumulatedDepreciationAmt |
| Book Value | $341 | BookValueAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Bridges Trust Company - Donated | AT COST | $282,655 | $860,323 |
| Bridges Trust Company - Purchased | AT COST | $742,470 | $1,028,966 |
| Investment in Marion Sherwood Weston Irrevocable Trust | AT COST | $62,836 | $62,836 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| Lawn Mower | $8,229 | $8,229 | $0 |
| Lawn Mower | $6,451 | $4,072 | $2,379 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Beneficial Interest in Trusts: Weston Testamentary Trust | $4,816,762 | $4,841,142 |
| Beneficial Interest in Trusts: Marian Sherwood Weston Irrevocable Trust | $3,018,147 | $3,008,806 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Post office box | $63 | $63 | $0 |
| Utilities | $1,041 | $1,041 | $0 |
| Miscellaneous | $272 | $272 | $0 |
| Web site design | $7,500 | $7,500 | $0 |
| Spraying, mowing, & tree removal | $5,888 | $5,888 | $0 |
| Contract labor | $2,880 | $2,880 | $0 |
| Fuel & supplies | $979 | $979 | $0 |
| Insurance | $1,336 | $1,336 | $0 |
| Repairs | $5,050 | $5,050 | $0 |
| Survey fees | $975 | $975 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Proceeds from Class Action Lawsuit | $410 | $410 | $410 |
| Herbert T Weston Jr Testamentary Trust | $2,347 | $2,347 | $2,347 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment in Herbert T Weston Testamentary Trust | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $2,957 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Trustee fees | CategoryTxt |
| Amt | $14,855 | Amt |
| Net Investment Income | $14,855 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Income tax | $436 | $436 | $0 |
| Real estate tax | $5,727 | $5,727 | $0 |
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