LELAND J AND DOROTHY H OLSON CHARITABLE FOUNTATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LELAND J AND DOROTHY H OLSON CHARITABLE FOUNTATION (EIN 47-0748772)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-10
- IRS object ID
- 201941309349100944
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-10T08:16:05-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470710889 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANCOCK & DANA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12829 WEST DODGE ROAD 100 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470748772 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LELAND J & DOROTHY H OLSON CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION C/O BRIDGES TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LELA | BusinessNameControlTxt |
| Phone | 4023938300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1125 SOUTH 103RD STREET NO 580 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68124 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID OLSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4023911065 | PhoneNum |
| Signature | 2019-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANET OSBORN | PreparerPersonNm |
| PTIN | P00283478 | PTIN |
| Phone | 4023911065 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.39.121.17 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-10 | IPDt |
| IP Tm | 08:16:39 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0F927FC926A250A0A53BEEBDF4D5B969A015B497 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E42D35AFFC4B8486EBF33C21A9442638C981DE2C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $97,698,488 | 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 | $4,403 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9,634 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,634 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $552,833 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $552,833 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,830,038 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,291,379 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,830,038 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,396,908 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,392,505 | 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 |
| Legal Fees Rev And Expnss | $68,927 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,391 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $14,962 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,938 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $279,891 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $255,937 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $373,171 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $269,875 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,993,931 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,993,931 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,367,102 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $269,875 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,993,931 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,970,194 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,122,630 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,981,630 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $672,064 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $672,064 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $52,054,675 | CorporateStockBOYAmt |
| Corporate Stock EOY | $50,779,831 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $84,686,070 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $132,560 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $107,260 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $100,482 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $12,517,599 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,564,271 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,239,872 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $67,686,464 | TotalAssetsBOYAmt |
| Total Assets EOY | $65,123,426 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $97,698,488 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $74,867,591 | CapitalStockBOYAmt |
| Capital Stock EOY | $70,897,397 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$7,181,127 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$5,773,971 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $67,686,464 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $65,123,426 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $67,686,464 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $65,123,426 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $67,686,464 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,970,194 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,407,156 | OtherIncreasesAmt |
| Subtotal | $65,123,426 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $65,123,426 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| ALLERGAN PLC | P | 2018-11-01 | $98,371 | $86,400 | $11,971 | $11,971 | |
| AMERIPRISE FINANCIAL INC COM | P | 2018-07-11 | $142,731 | $123,334 | $19,397 | $19,397 | |
| AMERIPRISE FINANCIAL INC COM | P | 2018-11-01 | $129,097 | $89,410 | $39,687 | $39,687 | 2016-03-04 |
| CERNER CORP.COM | P | 2018-05-02 | $115,348 | $109,342 | $6,006 | $6,006 | |
| COMCAST CORP CL A | P | 2018-07-11 | $67,439 | $43,850 | $23,589 | $23,589 | |
| ECOLAB INC COM | P | 2018-11-01 | $76,551 | $46,875 | $29,676 | $29,676 | |
| GOLDMAN SACHS GROUP INC COM | P | 2018-11-01 | $68,053 | $69,006 | -$953 | -$953 | 2017-03-31 |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | P | 2018-07-11 | $216,722 | $221,342 | -$4,620 | -$4,620 | |
| ISHARES SHORT TERM CORPORATE BOND ETF | P | 2018-12-18 | $514,501 | $523,435 | -$8,934 | -$8,934 | 2017-12-08 |
| SCHLUMBERGER LTD COM | P | 2018-11-01 | $77,247 | $123,047 | -$45,800 | -$45,800 | |
| ALTRIA GROUP INC NOTES | P | 2018-11-10 | $22,000 | $25,300 | -$3,300 | -$3,300 | 2009-07-01 |
| CAPITAL GAINS DIVIDENDS | P | $1,763,319 | $1,763,319 | $1,763,319 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,830,038 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,383,736 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $94,760,648 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056814 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,584,064 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $74,130,909 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048348 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $725,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,044,413 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051622 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $382,844 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,581,498 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.068592 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $225,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,397,486 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051166 | DistributionYr5Rt |
| Total Distribution | 0.276542 | TotalDistributionRt |
| Average Distribution | 0.055308 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $104,483,330 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,778,764 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $21,226 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,799,990 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,993,931 | 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 | $21,226 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,226 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,226 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,080 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $34,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,854 | OverpaymentAmt |
| Applied To ES Tax | $12,854 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | WWW.OLSONFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | BRIDGES TRUST | IndividualWithBooksNm |
| Phone | 4023938300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1125 SOUTH 103RD STREET SUITE 580 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68124 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID OLSON | ||||||||
| 1125 SOUTH 103RD STREET SUITE 580 | OMAHA | NE | 68124 | CHAIRMAN OF THE BOARD/PRES | 3.00 | $0 | $0 | $0 |
| KAREN OLSON | ||||||||
| 1125 SOUTH 103RD STREET SUITE 580 | OMAHA | NE | 68124 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NANCY OLSON | ||||||||
| 1125 SOUTH 103RD STREET SUITE 580 | OMAHA | NE | 68124 | TREASURER | 3.00 | $0 | $0 | $0 |
| CHRISTIAN OLSON | ||||||||
| 1125 SOUTH 103RD STREET SUITE 580 | OMAHA | NE | 68124 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| KENDRA SWANSON | ||||||||
| 1125 SOUTH 103RD STREET SUITE 580 | OMAHA | NE | 68124 | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTIAN OLSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1125 SOUTH 103RD STREET SUITE 580 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | WEBSITE DEVELOPMENT & MAINTENANCE | ServiceTypeTxt |
| Compensation | $18,335 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $103,664,164 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,410,283 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $106,074,447 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $106,074,447 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,591,117 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $104,483,330 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,224,167 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,224,167 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,226 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,226 | TotalTaxAmt |
| Distributable Before Adj | $5,202,941 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,202,941 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,202,941 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,993,931 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,993,931 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $21,226 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,972,705 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,202,941 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $10,952 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $108,081 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $30,826 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $713,832 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $863,691 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,993,931 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,202,941 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $790,990 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,654,681 | 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 | $10,952 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,643,729 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $108,081 | ExcessFromYear4Amt |
| Excess From Year3 | $30,826 | ExcessFromYear3Amt |
| Excess From Year1 | $713,832 | ExcessFromYear1Amt |
| Excess From Current Year | $790,990 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| THE LELAND DOROTHY OLSON FOUNDATION | |||||||
| 1125 SOUTH 103RD STREET SUITE 580 | OMAHA | NE | 68124 | 4023938300 | LARGE GRANTS OF $50,000 OR HIGHER - SEE THE ORGANIZATION'S WEBSITE FOR THE LARGE GRANTS PROCESS. | SEE ORGANIZATION'S WEBSITE FOR APPLICATION REQUIREMENTS. | SEE ORGANIZATION'S WEBSITE. |
| THE LELAND DOROTHY OLSON FOUNDATION | |||||||
| 1125 SOUTH 103RD STREET SUITE 580 | OMAHA | NE | 68124 | 4023938300 | SMALL GRANTS BELOW $35,000 - SEE THE ORGANIZATION'S WEBSITE FOR THE SMALL GRANTS PROCESS. | SEE ORGANIZATION'S WEBSITE FOR APPLICATION REQUIREMENTS. | SEE ORGANIZATION'S WEBSITE. |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AMARA | ||||||||
| 5907 MARTIN LUTHER KING JR WAY | SOUTH | SEATTLE | WA | 98118 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $125,000 |
| ASSITANCE LEAGUE OF OMAHA | ||||||||
| 3569 LEAVENWORTH STREET | OMAHA | NE | 68105 | N/A | PUBLIC CHARITY | OPERATION SCHOOL BELL | $35,000 | |
| ASSITANCE LEAGUE OF OMAHA | ||||||||
| 3569 LEAVENWORTH STREET | OMAHA | NE | 68105 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $58,400 | |
| BANISTER'S LEADERSHIP ACADEMY | ||||||||
| 6677 SORENSEN PKWY | OMAHA | NE | 68152 | N/A | PUBLIC CHARITY | NIGHT LIFE PROGRAM | $35,000 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 2202 N WESTSHORE BLVD STE 455 | TAMPA | FL | 33607 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $35,000 | |
| BIKE WORKS | ||||||||
| 3715 S HUDSON ST 111 | SEATTLE | WA | 98118 | N/A | PUBLIC CHARITY | TWO WHEELS ENDLESS OPPORTUNITIES | $100,000 | |
| BOY SCOUTS OF AMERICA | ||||||||
| 1325 WEST WALNUT HILL LANE | IRVING | TX | 75015 | N/A | PUBLIC CHARITY | SCOUTREACH AFTERSCHOOL PROGRAM | $25,000 | |
| BOYS AND GIRLS CLUBS OF SOUTH PUGET SOUND | ||||||||
| 3875 SOUTH 66TH ST | TACOMA | WA | 98409 | N/A | PUBLIC CHARITY | SUMMER BOOST PROGRAM | $35,000 | |
| BOYS AND GIRLS CLUBS OF THE MIDLANDS | ||||||||
| 2610 HAMILTON STREET | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | READERS TO LEADERS PROGRAM | $105,000 | |
| BURNED CHILDREN RECOVERY FOUNDATION | ||||||||
| 409 WOOD PL | EVERETT | WA | 98203 | N/A | PUBLIC CHARITY | NATIONAL BURN CAMP, CAMP PHOENIX | $35,000 | |
| CAROLE'S HOUSE OF HOPE | ||||||||
| 7815 HARNEY ST | OMAHA | NE | 68114 | N/A | PUBLIC CHARITY | TRANSITIONAL HOUSING/SERVICES TO HOMELESS YOUNG WOMEN WITH CHILDREN | $35,000 | |
| CHILD SAVING INSTITUTE | ||||||||
| 4545 DODGE STREET | OMAHA | NE | 68132 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $100,000 | |
| CHILD SAVING INSTITUTE | ||||||||
| 4545 DODGE STREET | OMAHA | NE | 68132 | N/A | PUBLIC CHARITY | EMERGENCY SHELTER | $15,000 | |
| COLLEGE OF SAINT MARY | ||||||||
| 7000 MERCY ROAD | OMAHA | NE | 68106 | N/A | EDUCATIONAL INSTITUT | AFRICAN AMERICAN SUMMER ACADEMY AND LATINA SUMMER ACADEMY | $35,000 | |
| COMMUNITY ALLIANCE | ||||||||
| 4001 LEAVENWORTH ST | OMAHA | NE | 68105 | N/A | PUBLIC CHARITY | INTEGRATED HEALTH CLINIC-CARE COORDINATION | $20,000 | |
| COMMUNITY BIKE PROJECT OMAHA | ||||||||
| 525 N 33RD ST | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | EARN-A-BIKE PROGRAM | $15,000 | |
| COMMUNITY RESOURCES FOUNDATION | ||||||||
| 89612 271ST ST NW | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | DAVIS PLACE TEEN CENTER | $35,000 | |
| COMPLETELY KIDS | ||||||||
| 2566 ST MARYS AVE | OMAHA | NE | 68105 | N/A | PUBLIC CHARITY | RONALD MCDONALD HOUSE PROJECT | $35,000 | |
| DIBS FOR KIDS | ||||||||
| 105 N 31ST AVE SUITE 215 | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | IN-HOME READING PROGRAM | $15,000 | |
| EASTER SEALS NEBRASKA | ||||||||
| 2727 W 2ND STREET 470 | HASTINGS | NE | 68901 | N/A | PUBLIC CHARITY | SUMMER CAMP AND YEAR-ROUND RESPITE | $75,000 | |
| FAMILY LAW CASA OF KING COUNTY | ||||||||
| 810 3RD AVE STE 700 | SEATTLE | WA | 98104 | N/A | PUBLIC CHARITY | ADVOCACY FOR VULNERABLE CHILDREN | $15,000 | |
| FOOD BANK FOR THE HEARTLAND | ||||||||
| 10525 J STREET | OMAHA | NE | 68127 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $90,000 | |
| FREEDOM EDUCATION PROJECT | ||||||||
| 918 S HORTON ST 912 | SEATTLE | WA | 98134 | N/A | PUBLIC CHARITY | GRADUATION SUCCESS AND PROGRAM EVALUATION | $50,000 | |
| FRIENDS OF THE CHILDREN | ||||||||
| 44 NE MORRIS ST | PORTLAND | OR | 97212 | N/A | PUBLIC CHARITY | TEEN MENTORING PROGRAM | $75,000 | |
| FRIENDS OF YOUTH | ||||||||
| 13116 NE 132ND ST | KIRKLAND | WA | 98034 | N/A | PUBLIC CHARITY | YOUTH HAVEN PROJECT | $35,000 | |
| GIRLS INCORPORATED OF OMAHA | ||||||||
| 2811 N 45TH STREET | OMAHA | NE | 68104 | N/A | PUBLIC CHARITY | MENTORING PROGRAMS | $19,525 | |
| HEARTLAND HOPE MISSION | ||||||||
| 2021 U ST | OMAHA | NE | 68107 | N/A | PUBLIC CHARITY | HUNGER & HOMELESSNESS PREVENTION PROGRAM | $30,000 | |
| HOPE WEST | ||||||||
| 2556 S 138TH STREET | OMAHA | NE | 68144 | N/A | PUBLIC CHARITY | EMERGENCY FOOD PANTRY | $15,000 | |
| JUNIOR LEAGUE OF OMAHA | ||||||||
| 608 N 108TH CT | OMAHA | NE | 68154 | N/A | PUBLIC CHARITY | PROJECT HOPE PACKGENERAL FUNDSGENERAL FUNDS;LISTTOTAL 20000 | $10,000 | |
| KIDS CAN COMMUNITY CENTER | ||||||||
| 4860 Q STREET | OMAHA | NE | 68117 | N/A | PUBLIC CHARITY | STEMSMART ACADEMY | $35,000 | |
| KING COUNTY SEXUAL ASSULT TRAUMA-SPECIFIC THERAPY PROGRAM | ||||||||
| PO BOX 300 | RENTON | WA | 98057 | N/A | PUBLIC CHARITY | TRAUMA-FOCUSED THERAPY FOR SURVIVORS OF SEXUAL ASSAULT | $20,000 | |
| MAKE-A-WISH FOUNDATION OF NEBRASKA | ||||||||
| 11836 ARBOR STREET | OMAHA | NE | 68144 | N/A | PUBLIC CHARITY | DISNEY WISHES | $30,000 | |
| MARYSVILLE COMMUNITY FOOD BANK | ||||||||
| 4150 88TH ST NE | MARYSVILLE | WA | 98270 | N/A | PUBLIC CHARITY | FOOD FOR THOUGHT BACKPACK PROGRAM | $35,000 | |
| MICAH HOUSE | ||||||||
| 1415 AVENUE J | COUNCIL BLUFFS | IA | 51501 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $35,000 | |
| NEBRASKA CHILDREN AND FAMILIES FOUNDATION | ||||||||
| 215 CENTENNIAL MALL SOUTH SUITE 200 | LINCOLN | NE | 68508 | N/A | PUBLIC CHARITY | PERFECT POUR | $5,000 | |
| NEBRASKA HUMANE SOCIETY | ||||||||
| 8929 FORT STREET | OMAHA | NE | 68134 | N/A | PUBLIC CHARITY | BLACK TIES AND TAILS DINNER | $10,000 | |
| NEBRASKA HUMANE SOCIETY | ||||||||
| 8929 FORT STREET | OMAHA | NE | 68134 | N/A | PUBLIC CHARITY | SUPPORTING FAMILIES: PETS AND THE PEOPLE WHO LOVE THEM | $35,000 | |
| NEBRASKA HUMANE SOCIETY | ||||||||
| 8929 FORT STREET | OMAHA | NE | 68134 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $125,000 | |
| NEBRASKA HUMANE SOCIETY | ||||||||
| 8929 FORT STREET | OMAHA | NE | 68134 | N/A | PUBLIC CHARITY | ANIMAL MEDICAL CARE PROGRAM | $125,000 | |
| NORTHSTAR FOUNDATION | ||||||||
| 4242 N 49TH STREET | OMAHA | NE | 68104 | N/A | PUBLIC CHARITY | ACADEMIC ACHIEVEMENT INITIATIVE PROGRAM | $100,000 | |
| OMAHA AGAINST HUNGER | ||||||||
| PO BOX 451031 | OMAHA | NE | 68145 | N/A | PUBLIC CHARITY | KIDS AGAINST HUNGER MEAL PROGRAM | $20,000 | |
| OMAHA GIRLS ROCK INC | ||||||||
| 6001 DODGE STREET NO CEC117 | OMAHA | NE | 68182 | N/A | PUBLIC CHARITY | TEEN & YOUTH SUMMER CAMP | $15,000 | |
| OMAHA HOME FOR BOYS | ||||||||
| 4343 NORTH 52ND STREET | OMAHA | NE | 68104 | N/A | PUBLIC CHARITY | BELIEF THERAPY PROGRAM | $35,000 | |
| OMAHA SALVATION ARMY | ||||||||
| 3612 CUMING STREET | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | PROTECT THE SOCIAL FABRIC OF OMAHA PROGRAM | $150,000 | |
| OTOE COUNTY SCHOOL AND VILLAGE OF PALMYRA | ||||||||
| 425 F ST | PALMYRA | NE | 68418 | N/A | PUBLIC CHARITY | LAND & FACILITY IMPROVEMENTS | $599,150 | |
| QUALITY LIVING INC | ||||||||
| 6404 N 70TH PLAZA | OMAHA | NE | 68104 | N/A | PUBLIC CHARITY | PRE-EMPLOYMENT TRAINING AND MENTORING PROGRAM FOR CERTIFIED NURSING ASSISTANTS | $75,000 | |
| RONALD MCDONALD HOUSE CHARITIES | ||||||||
| 620 S 38TH AVE | OMAHA | NE | 68105 | N/A | PUBLIC CHARITY | HOPE AND HEALING PROGRAM | $25,000 | |
| SALISH SEA EXPEDITIONS | ||||||||
| 1257 PATMOS LN NW | BAINBRIDGE ISLAND | WA | 98110 | N/A | PUBLIC CHARITY | SOUND AND SOURCE PROGRAM | $30,000 | |
| SAVING GRACE PERISHABLE FOOD RESCUE | ||||||||
| 4611 S 96TH STREET | OMAHA | NE | 68127 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $75,000 | |
| SIENAFRANCIS HOUSE | ||||||||
| 1702 NICHOLAS STREET | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $35,000 | |
| SPECIAL OLYMPICS NEBRASKA | ||||||||
| 9427 F ST | OMAHA | NE | 68127 | N/A | PUBLIC CHARITY | UNIFIED CHAMPION SCHOOLS | $35,000 | |
| STANWOOD CAMANO FOOD BANK | ||||||||
| 271 ST NW STANWOOD | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | HOPE MEALS FOR KIDS BACKPACK PROGRAM | $35,000 | |
| STANWOOD CAMANO FOOD BANK | ||||||||
| 271 ST NW STANWOOD | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | CHRISTMAS HOUSE | $10,000 | |
| STANWOOD CO-OP PRESCHOOL | ||||||||
| 27027 102ND DR NW | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | SCHOLARSHIP AND EDUCATION ENRICHMENT FUND | $19,000 | |
| TEAMMATES MENTORING PROGRAM | ||||||||
| 6801 O STREET | LINCOLN | NE | 68510 | N/A | PUBLIC CHARITY | TEAMMATES GALA | $25,000 | |
| TEAMMATES MENTORING PROGRAM | ||||||||
| 6801 O STREET | LINCOLN | NE | 68510 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $75,000 | |
| TEEN FEED | ||||||||
| 4740 UNIVERSITY WAY NE | SEATTLE | WA | 98105 | N/A | PUBLIC CHARITY | MEAL PROGRAM | $10,000 | |
| THE DURHAM MUSEUM | ||||||||
| 801 S 10TH STREET | OMAHA | NE | 68108 | N/A | PUBLIC CHARITY | STUDENT-FOCUSED OUTREACH INITIATIVES | $35,000 | |
| THE ROSE THEATRE | ||||||||
| 2001 FARNAM STREET | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $10,000 | |
| UNIVERSITY BEYOND BARS | ||||||||
| PO BOX 31525 | SEATTLE | WA | 98103 | N/A | PUBLIC CHARITY | HIGHER EDUCATION IN PRISON: OFFERING A B.A. PATHWAY | $35,000 | |
| UNIVERSITY OF NEBRASKA FOUNDATION | ||||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $2,575,856 | |
| UNIVERSITY OF NEBRASKA FOUNDATION | ||||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | N/A | PUBLIC CHARITY | WOMEN'S ATHLETICS | $50,000 | |
| WESTSIDE FOUNDATION | ||||||||
| 1101 S 90 STREET | OMAHA | NE | 68124 | N/A | PUBLIC CHARITY | MIDDLE SCHOOL JAZZ BAND | $1,000 | |
| WESTSIDE FOUNDATION | ||||||||
| 1101 S 90 STREET | OMAHA | NE | 68124 | N/A | PUBLIC CHARITY | SHOW CHOIR | $500 | |
| WESTSIDE FOUNDATION | ||||||||
| 1101 S 90 STREET | OMAHA | NE | 68124 | N/A | PUBLIC CHARITY | HIGH SCHOOL JAZZ BAND | $500 | |
| WOMEN'S CENTER FOR ADVANCEMENT | ||||||||
| 222 S 29TH STREET | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $75,000 | |
| YOUTH EMERGENCY SERVICES | ||||||||
| 2679 FARNAM STREET | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | STREET OUTREACH PROGRAM | $35,000 | |
| YOUTHCARE | ||||||||
| 2500 NE 54TH STREET | SEATTLE | WA | 98105 | N/A | PUBLIC CHARITY | EDUCATION AND EMPLOYMENT PROGRAM | $35,000 | |
| YOUTHNET | ||||||||
| 227 N 4TH STREET | MOUNT VERNON | WA | 98273 | N/A | PUBLIC CHARITY | EMERSON HIGH SCHOOL | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,993,931 | 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 | $9,634 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $552,833 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,830,038 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,392,505 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,392,505 | 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 | $9,391 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS - BONDS | BondNm |
| EOY Book Value | $107,260 | EOYBookValueAmt |
| EOYFMV | $100,482 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORP STOCK | StockNm |
| EOY Book Value | $50,779,831 | EOYBookValueAmt |
| EOYFMV | $84,686,070 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - EQUITY FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $13,564,271 | BookValueAmt |
| EOYFMV | $12,239,872 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $68,927 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $255,937 | $255,937 | $0 |
| MEETING EXPENSES | $5,611 | $0 | $0 |
| OFFICE EXPENSES | $8 | $0 | $0 |
| WEBSITE DESIGN, DEVELOPMENT AND MAINTENANCE | $18,335 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN COST AND MARKET VALUE OF DISTRIBUTED ASSETS | Desc |
| Amt | $1,407,156 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $13,938 | $13,938 | $0 |
| EXCISE TAX | $1,024 | $0 | $0 |
Comments