LUCILE@LATTA CHARITABLE TRUST C/O THE SECURITY NATIONAL BANK OF: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LUCILE@LATTA CHARITABLE TRUST C/O THE SECURITY NATIONAL BANK OF (EIN 42-6554228)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-08
- IRS object ID
- 201831289349100423
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-08T07:17:57-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Nichols Rise & Company LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 W 29th Street Suite 218 | AddressLine1Txt |
| City | South Sioux City | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68776 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 426554228 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUCILE LATTA CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUCI | BusinessNameControlTxt |
| Phone | 7122776586 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 147 | AddressLine1Txt |
| City | SIOUX CITY | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 511020147 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAM MAGNUSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7122776586 | PhoneNum |
| Signature | 2018-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT B BIEBER | PreparerPersonNm |
| PTIN | P00357839 | PTIN |
| Phone | 4024945320 | PhoneNum |
| Preparation | 2018-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,850,868 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $47 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $47 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $94,494 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $94,494 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $43,300 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $43,300 | GrossRentsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $200,476 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $592,331 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $200,476 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $1,679 | IncmModificationsAdjNetIncmAmt |
| Total Rev And Expnss | $338,317 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $338,317 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,679 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $38,382 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $38,382 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $395 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $395 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $505 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $505 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,916 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,830 | TaxesNetInvstIncmAmt |
| Printing And Pub Rev And Expnss | $10 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $10 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,156 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,156 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $52,364 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,873 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $405 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $279,754 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $279,754 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $332,118 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,873 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $280,159 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,199 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $287,444 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,679 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,711 | CashBOYAmt |
| Cash EOY | $2,212 | CashEOYAmt |
| Cash EOYFMV | $2,212 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $381,703 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $440,128 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $439,950 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $102,962 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $150,980 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $149,684 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,608,079 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,493,968 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,212,242 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $449,772 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $465,249 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $461,780 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $315,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $315,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,585,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,859,227 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,867,537 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,850,868 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,859,227 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,867,537 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,859,227 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,867,537 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,859,227 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,867,537 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,859,227 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,199 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,359 | OtherIncreasesAmt |
| Subtotal | $3,868,785 | SubtotalAmt |
| Other Decreases | $1,248 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,867,537 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $592,331 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $391,855 | CostOrOtherBasisAmt |
| Gain Or Loss | $200,476 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $200,476 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $200,476 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $299,809 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,810,915 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051594 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $284,168 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,081,763 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046725 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $231,811 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,295,129 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.036824 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $210,389 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,252,610 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040054 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $206,062 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,312,786 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047779 | DistributionYr5Rt |
| Total Distribution | 0.222976 | TotalDistributionRt |
| Average Distribution | 0.044595 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,556,849 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $247,808 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,874 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $250,682 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $280,159 | 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 | $2,874 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,874 | SubtotalAmt |
| Tax Based On Investment Income | $2,874 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,568 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,568 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $1,568 | OriginalReturnTaxPaidAmt |
| Tax Due | $1,306 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SECURITY NATIONAL BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7122776586 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 PIERCE STREET SIOUX | AddressLine1Txt |
| City | CITY | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 51101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SECURITY NATIONAL BANK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 PIERCE STREET | AddressLine1Txt |
| City | SIOUX CITY | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 51101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $38,382 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,754,282 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $302,189 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,585,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,641,471 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,641,471 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,622 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,556,849 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $277,842 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $277,842 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,874 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,874 | TotalTaxAmt |
| Distributable Before Adj | $274,968 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,679 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $276,647 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $276,647 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $280,159 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $280,159 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,874 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $277,285 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $276,647 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $51,350 | UndistributedIncomePYAmt |
| Qualifying Distributions | $280,159 | QualifyingDistributionsAmt |
| Applied To Year1 | $51,350 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $228,809 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $47,838 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SCHEDULE | AddressLine1Txt |
| City | SIOUX CITY | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 51102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | N/A | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SCHOLARSHIPS | GrantOrContributionPurposeTxt |
| Amt | $279,754 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $279,754 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $94,494 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $43,300 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $200,476 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $338,317 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $338,317 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NICHOLS RISE & CO LLC TAX RETURN PREP | CategoryTxt |
| Amt | $505 | Amt |
| Net Investment Income | $505 | NetInvestmentIncomeAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO CODE SECTION 4942(H)(2) AND REG. SECTION 53.4942(A)-3(D)(2), THE FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS OF $0 AS BEING MADE OUT OF CORPUS. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE SECURITIES | BondNm |
| EOY Book Value | $465,249 | EOYBookValueAmt |
| EOYFMV | $461,780 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INDIVIDUAL EQUITIES | $527,276 | $790,050 |
| MUTUAL FUNDS - DOMESTIC | $919,362 | $1,224,579 |
| MUTUAL FUNDS - INTERNATIONAL | $1,047,330 | $1,197,613 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $150,980 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $149,684 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | REAL ESTATE | CategoryOrItemTxt |
| Book Value | $315,000 | BookValueAmt |
| EOYFMV | $1,585,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ANDERSON & RENDER LLP LEGAL | CategoryTxt |
| Legal Fees | $395 | LegalFeesAmt |
| Disbursements Charitable Prps | $395 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2017 REG INVEST CO INCOME NOT RECORDED UNTIL 2018 | Desc |
| Amt | $1,248 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| RENTAL MANAGEMENT FEE | $3,031 | $3,031 |
| RENTAL REPAIRS | $1,050 | $1,050 |
| RENTAL INSURANCE | $75 | $75 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2016 REG INVEST CO INCOME RECORDED IN 2017 | $962 |
| RETURN OF CAPITAL | $718 |
| REFUND OF PRIOR YEAR SCHOLARSHIP | $1,679 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $2,112 | $2,112 |
| RENTAL REAL ESTATE TAXES | $5,718 | $5,718 |
| FEDERAL TAX ESTIMATES | $1,086 |
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