ROBERT AND CAROLE JULIAN FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT AND CAROLE JULIAN FOUNDATION (EIN 47-0800777)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-09
- IRS object ID
- 201841909349100104
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-09T08:22:54-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580673524 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOORE STEPHENS TILLER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 780 JOHNSON FERRY RD NE SUITE 325 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30342 | 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 | 470800777 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT AND CAROLE JULIAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 4043416000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13525 PAUL CIRCLE | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT SHULTS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4042618333 | PhoneNum |
| Signature | 2018-06-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM C LANKFORD JR | PreparerPersonNm |
| PTIN | P00577880 | PTIN |
| Phone | 4042561606 | PhoneNum |
| 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 | $2,571,267 | 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 | $104 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $104 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $46,929 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,929 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $370,883 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $370,883 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $370,883 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $417,916 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $417,916 | 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 | $1,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,275 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,054 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,009 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $45 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,822 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $380 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,151 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,389 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,320 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $145,905 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $145,905 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $157,056 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,389 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $147,225 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $260,860 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $411,527 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $119,871 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $83,842 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $83,842 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,666,495 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,961,534 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,487,425 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,786,366 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,045,376 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,571,267 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $1,933 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $1,933 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $1,933 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,933 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,784,433 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,043,443 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,784,433 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,043,443 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,786,366 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,045,376 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,784,433 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $260,860 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,045,293 | SubtotalAmt |
| Other Decreases | $1,850 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,043,443 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $326,145 | $326,145 | $326,145 | |
| CAPITAL GAINS DIVIDENDS | $44,738 | $44,738 | $44,738 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $370,883 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $132,353 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,297,656 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057603 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $138,330 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,356,647 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058698 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $103,259 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,950,697 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052934 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $136,300 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,581,748 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.086170 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $97,525 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,401,222 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.069600 | DistributionYr5Rt |
| Total Distribution | 0.325005 | TotalDistributionRt |
| Average Distribution | 0.065001 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,456,130 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $159,651 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,115 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $163,766 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $147,225 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,231 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,231 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,231 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,431 | 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 | 0 | 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 | Yes (1) | 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 | ROBERT JULIAN | IndividualWithBooksNm |
| Phone | 4043416000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13525 PAUL CIRCLE | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT JULIAN | ||||||||
| 13525 PAUL CIRCLE | OMAHA | NE | 68154 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| CAROLE JULIAN | ||||||||
| 13525 PAUL CIRCLE | OMAHA | NE | 68154 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| ELIZABETH SHULTS | ||||||||
| 66 WEST BROOKHAVEN DRIVE | ATLANTA | GA | 30319 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ROBERT SHULTS | ||||||||
| 66 WEST BROOKHAVEN DRIVE | ATLANTA | GA | 30319 | TREASURER | 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 | $2,430,919 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,614 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,493,533 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,493,533 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,403 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,456,130 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $122,807 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $122,807 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,231 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,231 | TotalTaxAmt |
| Distributable Before Adj | $114,576 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $114,576 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $114,576 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $147,225 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $147,225 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $147,225 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $114,576 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $27,992 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $58,177 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,170 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $26,144 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $22,112 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $141,595 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $147,225 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $114,576 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $32,649 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $174,244 | 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 | $27,992 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $146,252 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $58,177 | ExcessFromYear4Amt |
| Excess From Year3 | $7,170 | ExcessFromYear3Amt |
| Excess From Year2 | $26,144 | ExcessFromYear2Amt |
| Excess From Year1 | $22,112 | ExcessFromYear1Amt |
| Excess From Current Year | $32,649 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT JULIAN | ContributingManagerNm |
| Contributing Manager | CAROLE JULIAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASSURE WOMEN'S CENTER | |||||||
| 6510 SORENSEN PARKWAY | OMAHA | NE | 68152 | N/A | PC | GENERAL | $400 |
| ATLANTA CHARITY | |||||||
| 575 PHARR RD NE | ATLANTA | GA | 30355 | N/A | PC | GENERAL | $3,750 |
| ATLANTA RONALD MCDONALD HOUSE | |||||||
| 795 N GATEWOOD RD NE | ATLANTA | GA | 30329 | N/A | PC | GENERAL | $400 |
| BELLEVUE UNIVERSITY | |||||||
| 100 GALVIN RD S | BELLEVUE | NE | 68005 | N/A | PC | GENERAL | $400 |
| BOUND FOR GLORY | |||||||
| PO BOX 663 | BREVARD | NC | 28712 | N/A | PC | GENERAL | $100 |
| CHILDRENS' HEALTHCARE OF ATLANTA | |||||||
| 1600 TULLIE CIRCLE | ATLANTA | GA | 30329 | N/A | PC | GENERAL | $3,600 |
| CHILDRENS' SCHOLARSHIP FUND | |||||||
| 7101 MERCY RD 150 | OMAHA | NE | 68106 | N/A | PC | GENERAL | $10,000 |
| CHS FOUNDATION | |||||||
| 500 CENEX DRIVE | INVER GROVE HEIGHTS | MN | 55077 | N/A | PC | GENERAL | $2,500 |
| EAGLE FORUM EDUCATION & LEGAL DEFENSE FUND | |||||||
| 200 W 3RD STREET 502 | ALTON | IL | 62002 | N/A | PC | GENERAL | $1,100 |
| ESSENTIAL PREGNANCY SERVICES | |||||||
| 908 WEST MISSION AVENUE | BELLEVUE | NE | 68005 | N/A | PC | GENERAL | $1,000 |
| FONTENNELLE FOREST | |||||||
| 1111 BELLEVUE BLVD N | BELLEVUE | NE | 68005 | N/A | PC | GENERAL | $300 |
| HABITAT FOR HUMANITY OMAHA | |||||||
| 1701 N 24TH STREET | OMAHA | NE | 68110 | N/A | PC | GENERAL | $250 |
| HASTINGS COLLEGE FOUNDATION | |||||||
| 1001 N 6TH AVE | HASTINGS | NE | 68901 | N/A | PC | GENERAL | $25,000 |
| HEARTS UNITED FOR ANIMALS | |||||||
| 73418 638 AVE | AUBURN | NE | 68305 | N/A | PC | GENERAL | $400 |
| HOMEMAKERS FOR AMERICA | |||||||
| 893 S MAIN ST 228 | ENGLEWOOD | OH | 45322 | N/A | PC | GENERAL | $10,000 |
| HOSPICE HOUSE | |||||||
| 7415 CEDAR ST | OMAHA | NE | 68124 | N/A | PC | GENERAL | $200 |
| LAURITZEN GARDENS | |||||||
| 100 BANCROFT ST | OMAHA | NE | 68108 | N/A | PC | GENERAL | $500 |
| MUSEUM OF THE BIBLE | |||||||
| 400 4TH ST SW | WASHINGTON | DC | 20024 | N/A | PC | GENERAL | $250 |
| NAHS FOUNDATION | |||||||
| PO BOX 52122 | ATLANTA | GA | 30355 | N/A | PC | GENERAL | $1,000 |
| NE WESLEYAN UNIVERSITY | |||||||
| 14010 FIRST NATIONAL BANK PKWY | OMAHA | NE | 68154 | N/A | PC | GENERAL | $1,000 |
| NEBRASKA HUMAINE SOCIETY | |||||||
| 8929 FORT ST | OMAHA | NE | 68134 | N/A | PC | GENERAL | $5,250 |
| OMAHA ZOO FOUNDATION | |||||||
| 3701 S 10TH ST | OMAHA | NE | 68107 | N/A | PC | GENERAL | $500 |
| PARK PRIDE LAGACY CLUB | |||||||
| 233 PEACHTREE ST NW 1600 | ATLANTA | GA | 30303 | N/A | PC | GENERAL | $500 |
| PEACHTREE PRESBYTERIAN CHURCH | |||||||
| 3434 ROSWELL RD NW | ATLANTA | GA | 30305 | N/A | PC | GENERAL | $4,800 |
| REJUVENATING WOMEN | |||||||
| PO BOX 2017 | BOYS TOWN | NE | 68010 | N/A | PC | GENERAL | $1,000 |
| SPOTLIGHT ON ART | |||||||
| 4301 NORTHSIDE PKWY NW | ATLANTA | GA | 30327 | N/A | PC | GENERAL | $410 |
| ST AUGUSTINE INDIAN MISSION | |||||||
| 705 S MISSION RD | WINNEBAGO | NE | 68071 | N/A | PC | GENERAL | $500 |
| THE DURHAM MUSEUM | |||||||
| 801 S 10TH ST | OMAHA | NE | 68108 | N/A | PC | GENERAL | $5,000 |
| THE GALLOWAY SCHOOL | |||||||
| 215 WEST WIEUCA ROAD NW | ATLANTA | GA | 30342 | N/A | PC | GENERAL | $3,860 |
| THE LEADERSHIP INSTITUTE | |||||||
| 1101 N HIGHLAND ST | ARLINGTON | VA | 22201 | N/A | PC | GENERAL | $750 |
| THE PLATTE INSTITUTE | |||||||
| 6910 PACIFIC STREET 216 | OMAHA | NE | 68106 | N/A | PC | GENERAL | $5,000 |
| THE SALVATION ARMY | |||||||
| 10755 BURT ST | OMAHA | NE | 68114 | N/A | PC | GENERAL | $1,000 |
| THE SCHENCK SCHOOL | |||||||
| 282 MOUNT PARAN ROAD NW | ATLANTA | GA | 30305 | N/A | PC | GENERAL | $32,950 |
| VANDERBILT UNIVERSITY | |||||||
| 2201 WEST END AVE | NASHVILLE | TN | 37235 | N/A | PC | GENERAL | $15,000 |
| WEST POINT AOG | |||||||
| 698 MILLS RD | WEST POINT | NY | 10996 | N/A | PC | GENERAL | $6,000 |
| WILLARD | |||||||
| 5110 MADISON AVE | LINCOLN | NE | 68504 | N/A | PC | GENERAL | $135 |
| YEAR UP GREATER ATLANTA | |||||||
| 730 PEACHTREE ST NW 900 | ATLANTA | GA | 30308 | N/A | PC | GENERAL | $500 |
| YEAR UP NATIONAL OFFICES | |||||||
| 45 MILK STREET 9TH FLOOR | BOSTON | MA | 02109 | N/A | PC | GENERAL | $600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $145,905 | 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 | $104 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,929 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $370,883 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $417,916 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $417,916 | 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 | $1,275 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,275 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M COMPANY | $52,272 | $188,296 |
| CAPITAL WORLD GROWTH & INCOME FUND | $257,061 | $294,150 |
| HOME DEPOT INC | $52,344 | $379,060 |
| JPMORGAN CHASE & CO | $108,695 | $267,350 |
| SOUTHERN COMPANY | $31,230 | $48,090 |
| VERIZON COMMUNICATIONS | $68,844 | $105,860 |
| WEITZ VALUE FUND | $357,362 | $414,725 |
| DODGE & COX INCOME FUND | $377,864 | $377,309 |
| EXXON MOBIL CORP | $84,741 | $83,640 |
| MFS EMERGIN MARKETS FUND | $40,000 | $40,214 |
| CENTURYLINK INC | $531,121 | $288,731 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE CONTRIBUTION | Desc |
| Amt | $1,850 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $6,009 | $6,009 | $0 |
| FILING FEES | $45 | $0 | $45 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| ROBERT JULIAN | |||
| 13525 PAUL CIRCLE | OMAHA | NE | 68154 |
| CAROLE JULIAN | |||
| 13525 PAUL CIRCLE | OMAHA | NE | 68154 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $3,442 | $0 | $0 |
| FOREIGN TAXES | $380 | $380 | $0 |
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