ROBERT AND CAROLE JULIAN FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT AND CAROLE JULIAN FOUNDATION (EIN 47-0800777)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-11
- IRS object ID
- 201721319349102272
- Schema version
- 2016v3.0
- 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 Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-11T14:22:54-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-05-11 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.29.253.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-11 | IPDt |
| IP Tm | 14:22:53 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7C13CAA4CC3F6F220BB78131CBEE79CC08DCE305 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,439,007 | 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 | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $34,458 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,458 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $194,251 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $221,586 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $203,651 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $228,717 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $238,117 | 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 | $5,691 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,691 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,368 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $322 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,334 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,013 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,275 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $131,078 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $131,078 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $148,412 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,013 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $132,353 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $80,305 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $232,104 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,231 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $119,871 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $119,871 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,693,830 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,666,495 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,319,136 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,706,061 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,786,366 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,439,007 | 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 | $1,704,128 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,784,433 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,704,128 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,784,433 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,706,061 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,786,366 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,704,128 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $80,305 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,784,433 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,784,433 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $214,289 | $17,935 | $196,354 | $196,354 | |
| CAPITAL GAINS DIVIDENDS | $7,297 | $7,297 | $7,297 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $203,651 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $138,330 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,356,647 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058698 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $103,259 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,950,697 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052934 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $136,300 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,581,748 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.086170 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $97,525 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,401,222 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.069600 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $78,897 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,429,898 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055177 | DistributionYr5Rt |
| Total Distribution | 0.322579 | TotalDistributionRt |
| Average Distribution | 0.064516 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,297,656 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $148,236 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,321 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $150,557 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $132,353 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,642 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,642 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,642 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,358 | OverpaymentAmt |
| Applied To ES Tax | $1,358 | 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 | 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 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| ELIZABETH SHULTS | ||||||||
| 66 WEST BROOKHAVEN DRIVE | ATLANTA | GA | 30319 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT SHULTS | ||||||||
| 66 WEST BROOKHAVEN DRIVE | ATLANTA | GA | 30319 | DIRECTOR | 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 | $2,251,985 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $80,661 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,332,646 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,332,646 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,990 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,297,656 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $114,883 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $114,883 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,642 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,642 | TotalTaxAmt |
| Distributable Before Adj | $110,241 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $110,241 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $110,241 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $132,353 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $132,353 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $132,353 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $110,241 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,995 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $27,992 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $58,177 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,170 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $26,144 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $129,478 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $132,353 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $110,241 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,112 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $151,590 | 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 | $9,995 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $141,595 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27,992 | ExcessFromYear4Amt |
| Excess From Year3 | $58,177 | ExcessFromYear3Amt |
| Excess From Year2 | $7,170 | ExcessFromYear2Amt |
| Excess From Year1 | $26,144 | ExcessFromYear1Amt |
| Excess From Current Year | $22,112 | 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 (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BENSON HIGH SCHOOL | |||||||
| 5120 MAPLE STREET | OMAHA | NE | 68104 | N/A | GOV | GENERAL | $275 |
| BOUND FOR GLORY | |||||||
| 21 PINECREST DR | BREVARD | NC | 28712 | N/A | PC | GENERAL | $4,000 |
| BOY SCOUTS OF AMERICA MID-AMERICA COUNCIL | |||||||
| 12401 WEST MAPLE ROAD | OMAHA | NE | 68164 | N/A | PC | GENERAL | $600 |
| CHILDREN HEALTHCARE OF ATLANTA | |||||||
| 1405 CLIFTON ROAD NE | ATLANTA | GA | 30322 | N/A | PC | GENERAL | $760 |
| CHILDREN'S SCHOLARSHIP FUND OF OMAHA | |||||||
| 1111 NORTH 13TH STREET SUITE 101 | OMAHA | NE | 68102 | N/A | PC | GENERAL | $10,000 |
| ESSENTIAL PREGNANCY SERVICES | |||||||
| 3029 N 93RD ST | OMAHA | NE | 68134 | N/A | PC | GENERAL | $3,000 |
| FERST FOUNDATION | |||||||
| 237 N 2ND ST | MADISON | GA | 30650 | N/A | PC | GENERAL | $75 |
| FONTENELLE FOREST | |||||||
| 1111 NORTH BELLEVUE BOULEVARD | BELLEVUE | NE | 68005 | N/A | PC | GENERAL | $300 |
| GLOBAL FAITH INSTITUTE | |||||||
| 4089 S 84TH ST 155 | OMAHA | NE | 68127 | N/A | PC | GENERAL | $5,000 |
| GSGA 2017 US MID-AMATEUR TOURNAMENT | |||||||
| 121 VILLAGE PKWY BLDG 3 | MARIETTA | GA | 30067 | N/A | PC | GENERAL | $250 |
| HASTING COLLEGE FOUNDATION | |||||||
| 710 TURNER AVENUE | HASTINGS | NE | 68901 | N/A | PC | GENERAL | $25,000 |
| HEARTS UNITED FOR ANIMALS | |||||||
| PO BOX 286 | AUBURN | NE | 68305 | N/A | PC | GENERAL | $250 |
| INGELMANN LUTHERAN CHURCH | |||||||
| 32044 COUNTY ROAD E54 | MOOREHEAD | IA | 51558 | N/A | PC | GENERAL | $500 |
| LAURITZEN GARDENS | |||||||
| 100 BANCROFT STREET | OMAHA | NE | 68108 | N/A | PC | GENERAL | $500 |
| LEADERSHIP INSTITUTE | |||||||
| 1101 NORTH HIGHLAND STREET | ARLINGTON | VA | 22201 | N/A | PC | GENERAL | $400 |
| LIVABLE BUCKHEAD | |||||||
| 3340 PEACHTREE ROAD STE 1640 | ATLANTA | GA | 30326 | N/A | PC | GENERAL | $500 |
| NAHS FOUNDATION | |||||||
| 4111 NORTHSIDE PARKWAY NW | ATLANTA | GA | 30327 | N/A | PC | GENERAL | $1,050 |
| NEBRASKA HUMANE SOCIETY | |||||||
| 8929 FORT STREET | OMAHA | NE | 68134 | N/A | PC | GENERAL | $2,000 |
| NEBRASKA WESLEYAN UNIVERSITY | |||||||
| 5000 ST PAUL AVENUE | LINCOLN | NE | 68504 | N/A | PC | GENERAL | $1,000 |
| NEBRASKANS FOR FOUNDERS VALUES | |||||||
| UNDISCLOSED | BOYS TOWN | NE | 68022 | N/A | PC | GENERAL | $2,000 |
| OMAHA CHRISTIAN ACADEMY | |||||||
| 10244 WIESMAN DRIVE | OMAHA | NE | 68134 | N/A | PC | GENERAL | $1,500 |
| OMAHA ZOO FOUNDATION | |||||||
| 3701 S 10TH ST | OMAHA | NE | 68108 | N/A | PC | GENERAL | $9,600 |
| PEACHTREE PRESBYTERIAN CHURCH | |||||||
| 3434 ROSWELL ROAD NW | ATLANTA | GA | 30305 | N/A | PC | GENERAL | $4,700 |
| PLATTE INSTITUTE | |||||||
| 6910 PACIFIC STREET STE 216 | OMAHA | NE | 68106 | N/A | PC | GENERAL | $5,000 |
| PLAY A ROUND FOR AUTISM | |||||||
| 665 HIGHTOWER TRAIL | SANDY SPRINGS | GA | 30350 | N/A | PC | GENERAL | $350 |
| REJUVENATING WOMEN | |||||||
| PO BOX 207 | BOYS TOWN | NE | 68010 | N/A | PC | GENERAL | $1,000 |
| SALVATION ARMY | |||||||
| 10755 BURT STREET | OMAHA | NE | 68114 | N/A | PC | GENERAL | $1,000 |
| ST AUGUSTINE INDIAN MISSION SCHOOL | |||||||
| MISSION ROAD | WINNEBAGO | NE | 68071 | N/A | PC | GENERAL | $2,500 |
| THE CURE STARTS NOW FOUNDATION | |||||||
| 10280 CHESTER ROAD | CINCINNATI | OH | 45215 | N/A | PC | GENERAL | $100 |
| THE DURHAM MUSEUM | |||||||
| 801 SOUTH 10TH STREET | OMAHA | NE | 68108 | N/A | PC | GENERAL | $1,000 |
| THE GALLOWAY SCHOOL | |||||||
| 215 WEST WIEUCA ROAD NW | ATLANTA | GA | 30342 | N/A | PC | GENERAL | $3,500 |
| THE SCHENCK SCHOOL | |||||||
| 282 MOUNT PARAN ROAD NW | ATLANTA | GA | 30327 | N/A | PC | GENERAL | $4,735 |
| UAB ORGAN TRANSPLANT CENTER | |||||||
| 5500 22ND ST SOUTH | BIRMINGHAM | AL | 35233 | N/A | PC | GENERAL | $200 |
| VANDERBILT UNIVERSITY | |||||||
| 2201 WEST END AVE | NASHVILLE | TN | 37235 | N/A | PC | GENERAL | $8,333 |
| WEST POINT ASSOCIATION OF GRADUATES | |||||||
| 698 MILLS ROAD | WEST POINT | NY | 10996 | N/A | PC | GENERAL | $6,000 |
| YES | |||||||
| 1443 LOMBARD STREET | SAN FRANCISCO | CA | 94123 | N/A | PC | GENERAL | $100 |
| YOUNG AMERICA'S FOUNDATION | |||||||
| 110 ELDEN STREET | HERNDON | VA | 20170 | N/A | PC | GENERAL | $24,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $131,078 | 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 | $8 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,458 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $194,251 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $228,717 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $228,717 | 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 (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M COMPANY | $52,272 | $142,856 |
| CAPITAL WORLD GROWTH & INCOME FUND | $257,061 | $252,318 |
| HOME DEPOT INC | $47,304 | $267,700 |
| JPMORGAN CHASE & CO | $108,695 | $215,725 |
| LEVEL 3 COMMUNICATIONS INC | $531,121 | $682,914 |
| SOUTHERN COMPANY | $31,230 | $49,190 |
| VERIZON COMMUNICATIONS | $68,844 | $106,760 |
| WEITZ VALUE FUND | $357,362 | $384,605 |
| DODGE & COX INCOME FUND | $127,865 | $126,808 |
| EXXON MOBIL CORP | $84,741 | $90,260 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $5,691 | Amt |
| Net Investment Income | $5,691 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 | $10,046 | $0 | $0 |
| FOREIGN TAXES | $322 | $322 | $0 |
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