LELAND J AND DOROTHY H OLSON CHARITABLE FOUNTATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LELAND J AND DOROTHY H OLSON CHARITABLE FOUNTATION (EIN 47-0748772)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201731359349103568
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- 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 | 2017-05-15T14:15:44-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 PROVIDENT TRUST COMPANY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LELA | BusinessNameControlTxt |
| Phone | 4023911065 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 W DODGE ROAD 256 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68114 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID OLSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4023911065 | PhoneNum |
| Signature | 2017-05-11 | 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 | 2017-05-11 | IPDt |
| IP Tm | 09:29:15 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0EA74C7DA5D59C53923BF80EE936B7592D21BFF0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0EA74C7DA5D59C53923BF80EE936B7592D21BFF0 | 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 | $89,724,895 | 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 | $66,907,509 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $35,776 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24,183 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $310,240 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $310,158 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,199,658 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,517,580 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,199,658 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $70,453,183 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,533,999 | 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 | $46,962 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $15,699 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,416 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $195,944 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $173,185 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $266,005 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $178,601 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,584,064 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,584,064 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,850,069 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $178,601 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,584,064 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $66,603,114 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,355,398 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $125,202 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,063,134 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,063,134 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,775,053 | CorporateStockBOYAmt |
| Corporate Stock EOY | $51,155,705 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $72,859,874 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $334,119 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $303,862 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $361,643 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,211,968 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,203,497 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,440,244 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,446,342 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,726,198 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $89,724,895 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $8,536,375 | CapitalStockBOYAmt |
| Capital Stock EOY | $75,139,489 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,090,033 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$7,413,291 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,446,342 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $67,726,198 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,446,342 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $67,726,198 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,446,342 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $66,603,114 | ExcessRevenueOverExpensesAmt |
| Other Increases | $306,312 | OtherIncreasesAmt |
| Subtotal | $74,355,768 | SubtotalAmt |
| Other Decreases | $6,629,570 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $67,726,198 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| NORTHERN TRUST, SHORT-TERM COVERED SALES | P | $785,057 | $836,192 | -$51,135 | -$51,135 |
| NORTHERN TRUST, LONG-TERM COVERED SALES | P | $711,556 | $732,456 | -$20,900 | -$20,900 |
| NORTHERN TRUST, LONG-TERM NONCOVERED SALES | P | $7,437,049 | $5,749,274 | $1,687,775 | $1,687,775 |
| CAPITAL GAINS DIVIDENDS | P | $1,583,918 | $1,583,918 | $1,583,918 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,199,658 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $725,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,044,413 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051622 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $382,844 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,581,498 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.068592 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $225,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,397,486 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051166 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $240,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,905,974 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061444 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $236,700 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,829,075 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.061816 | DistributionYr5Rt |
| Total Distribution | 0.294640 | TotalDistributionRt |
| Average Distribution | 0.058928 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $74,130,909 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,368,386 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $33,554 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,401,940 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,584,064 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $67,108 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $67,108 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $67,108 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,080 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,080 | TotalPaymentsAndCreditsAmt |
| Tax Due | $59,028 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.OLSONFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | PROVIDENT TRUST COMPANY | IndividualWithBooksNm |
| Phone | 4023938300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 W DODGE ROAD 256 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68114 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 | ||||||||
| 8401 W DODGE ROAD 256 | OMAHA | NE | 68114 | CHAIRMAN OF THE BOARD/PRES | 3.00 | $0 | $0 | $0 |
| KAREN OLSON | ||||||||
| 8401 W DODGE ROAD 256 | OMAHA | NE | 68114 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NANCY OLSON | ||||||||
| 8401 W DODGE ROAD 256 | OMAHA | NE | 68114 | TREASURER | 3.00 | $0 | $0 | $0 |
| CHRISTIAN OLSON | ||||||||
| 8401 W DODGE ROAD 256 | OMAHA | NE | 68114 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| KENDRA SWANSON | ||||||||
| 8401 W DODGE ROAD 256 | OMAHA | NE | 68114 | SECRETARY | 2.00 | $0 | $0 | $0 |
| EDSON BRIDGES II | ||||||||
| 8401 W DODGE ROAD 256 | OMAHA | NE | 68114 | ASSISTANT 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CATHERINE OLSON | |||||
| 8401 W DODGE ROAD 256 | OMAHA | NE | 68114 | DEVELOPMENT RESEARCH & EDUCATION | $6,579 |
| CHRISTIAN OLSON | |||||
| 8401 W DODGE ROAD 256 | OMAHA | NE | 68114 | WEBSITE DEVELOPMENT & MAINTENANCE | $5,025 |
| 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 | $73,173,262 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,086,544 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $75,259,806 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $75,259,806 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,128,897 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $74,130,909 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,706,545 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,706,545 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $67,108 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $67,108 | TotalTaxAmt |
| Distributable Before Adj | $3,639,437 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,639,437 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,639,437 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,584,064 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,584,064 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,584,064 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,639,437 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $46,759 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $46,938 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,952 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $108,081 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $30,826 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $243,556 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,584,064 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,584,064 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $55,373 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $55,373 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $188,183 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $188,183 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $38,324 | ExcessFromYear4Amt |
| Excess From Year3 | $10,952 | ExcessFromYear3Amt |
| Excess From Year2 | $108,081 | ExcessFromYear2Amt |
| Excess From Year1 | $30,826 | ExcessFromYear1Amt |
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 | |||||||
| 8401 WEST DODGE ROAD 256 | OMAHA | NE | 68114 | 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 | |||||||
| 8401 WEST DODGE ROAD 256 | OMAHA | NE | 68114 | 4023938300 | SMALL GRANTS BELOW $50,000 - 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 (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ASSITANCE LEAGUE OF OMAHA | ||||||||
| 3569 LEAVENWORTH STREET | OMAHA | NE | 68105 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $25,000 | |
| BIKE WORKS | ||||||||
| 3715 S HUDSON ST 111 | SEATTLE | WA | 98118 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $51,250 | |
| BRIGADOON SERVICE DOGS | ||||||||
| 4759 MISSION ROAD | BELLINGHAM | WA | 98226 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $25,000 | |
| BURNED CHILDREN RECOVERY FOUNDATION | ||||||||
| 409 WOOD PL | EVERETT | WA | 98203 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $45,000 | |
| COCOON HOUSE | ||||||||
| 2929 PINE STREET | EVERETT | WA | 98201 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $40,200 | |
| COMPLETELY KIDS | ||||||||
| 2566 ST MARYS AVE | OMAHA | NE | 68105 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $341,136 | |
| FONTENLLE FOREST | ||||||||
| 1111 BELLEVUE BLVD | BELLEVUE | NE | 68005 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $10,000 | |
| FOOD BANK FOR THE HEARTLAND | ||||||||
| 10525 J STREET | OMAHA | NE | 68127 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $90,000 | |
| HOPE CENTER FOR KIDS | ||||||||
| 2200 N 20TH STREET | OMAHA | NE | 68110 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $45,000 | |
| JUNIOR LEAGUE OF OMAHA | ||||||||
| 608 N 108TH CT | OMAHA | NE | 68154 | N/A | PUBLIC CHARITY | GENERAL FUNDSGENERAL FUNDSGENERAL FUNDS;LISTTOTAL 20000 | $10,000 | |
| NEBRASKA CHILDREN AND FAMILIES FOUNDATION | ||||||||
| 215 CENTENNIAL MALL SOUTH SUITE 200 | LINCOLN | NE | 68508 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $15,000 | |
| NEBRASKA HUMANE SOCIETY | ||||||||
| 8929 FORT STREET | OMAHA | NE | 68134 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $175,000 | |
| OPEN DOOR MISSION | ||||||||
| 2828 N 23RD STREET EAST | OMAHA | NE | 68110 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $10,000 | |
| SALVATION ARMY | ||||||||
| 3612 CUMING STREET | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $50,000 | |
| SIENAFRANCIS HOUSE | ||||||||
| 1702 NICHOLAS STREET | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $140,000 | |
| SPECIAL OLYMPICS SOUTH DAKOTA | ||||||||
| 800 E I-90 LANE | SOUIX FALLS | SD | 57104 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $5,000 | |
| THE ROSE THEATRE | ||||||||
| 2001 FARNAM STREET | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $10,000 | |
| UNIVERSITY OF NEBRASKA FOUNDATION | ||||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $1,052,508 | |
| YOUTH EMERGENCY SERVICES | ||||||||
| 2679 FARNAM STREET | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $40,000 | |
| WASHINGTON WOMEN'S FOUNDATION | ||||||||
| 2100 24TH AVENUE SOUTH 330 | SEATTLE | WA | 98144 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $5,000 | |
| METHODIST HOSPITAL FOUNDATION | ||||||||
| 8401 WDODGE ROAD | OMAHA | NE | 68114 | N/A | PUBLIC CHARITY | LEAP FOR A CURE | $10,000 | |
| CITIZENS FOUNDATION FOR THE OMAHA MOUNTED PATROL | ||||||||
| 505 S 15TH STREET | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $500 | |
| MICAH HOUSE | ||||||||
| 1415 AVENUE J | COUNCIL BLUFFS | IA | 51501 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $15,000 | |
| STANWOOD CAMANO FOOD BANK | ||||||||
| 271 ST NW STANWOOD | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $42,500 | |
| OMAHA THEATER COMPANY | ||||||||
| 2001 FARNAM STREET | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $15,000 | |
| OMAHA HOME FOR BOYS | ||||||||
| 4343 NORTH 52ND STREET | OMAHA | NE | 68104 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $20,000 | |
| MAKE-A-WISH FOUNDATION OF NEBRASKA | ||||||||
| 11836 ARBOR STREET | OMAHA | NE | 68144 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $15,000 | |
| OMAHA AGAINST HUNGER | ||||||||
| PO BOX 451031 | OMAHA | NE | 68145 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $20,000 | |
| HEARTLAND FAMILY SERVICE | ||||||||
| 2101 SOUTH 42 STREET | OMAHA | NE | 68105 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $10,000 | |
| COMMUNITY BICYCLE SHOP OF OMAHA | ||||||||
| 525 N 33RD ST | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $10,000 | |
| YMCA OF GREATER OMAHA | ||||||||
| 430 S 20TH STREET | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $9,500 | |
| SNOHOMISH COUNTY VOLUNTEER SEARCH & RESCUE | ||||||||
| 5506 OLD MACHIAS ROAD | SNOHOMISH | WA | 98290 | N/A | PUBLIC CHARITY | PROJECT CARE TRACK | $6,480 | |
| SALISH SEA EXPEDITIONS | ||||||||
| 1257 PATMOS LN NW | BAINBRIDGE ISLAND | WA | 98110 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $30,000 | |
| YOUTHCARE | ||||||||
| 2500 NE 54TH STREET | SEATTLE | WA | 98105 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $45,000 | |
| KIDS CAN COMMUNITY CENTER | ||||||||
| 4860 Q STREET | OMAHA | NE | 68117 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $45,000 | |
| NORTHSTAR FOUNDATION | ||||||||
| 4242 N 49TH STREET | OMAHA | NE | 68104 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $35,000 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 2202 N WESTSHORE BLVD STE 455 | TAMPA | FL | 33607 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $25,000 | |
| WOMEN'S CENTER FOR ADVANCEMENT | ||||||||
| 222 S 29TH STREET | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $35,000 | |
| TRANSITIONAL RESOURCES | ||||||||
| 2970 SW AVALON WAY | SEATTLE | WA | 98126 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $30,000 | |
| TED E BEAR HOLLOW | ||||||||
| 7811 FARNAM DRIVE | OMAHA | NE | 68114 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $25,000 | |
| GREATER SEATTLE TECHBRIDGE | ||||||||
| 7700 EDGEWATER DRIVE SUITE 519 | OAKLAND | CA | 94621 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $45,000 | |
| BOYS AND GIRLS CLUBS OF SOUTH PUGET SOUND | ||||||||
| 3875 SOUTH 66TH ST | TACOMA | WA | 98409 | N/A | PUBLIC CHARITY | SUMMER BOOST PROGRAM | $45,000 | |
| COMMUNITIES IN SCHOOLS | ||||||||
| 4383 NICHOLAS STREET | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $48,000 | |
| TEAMMATES MENTORING PROGRAM | ||||||||
| 6801 O STREET | LINCOLN | NE | 68510 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $50,000 | |
| COMMUNITY RESOURCES FOUNDATION | ||||||||
| 89612 271ST ST NW | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $25,000 | |
| TEAM READ | ||||||||
| PO BOX 94042 | SEATTLE | WA | 98124 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $35,000 | |
| EASTER SEALS NEBRASKA | ||||||||
| 2727 W 2ND STREET 470 | HASTINGS | NE | 68901 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $40,000 | |
| VLSN FUND - MIDLANDS COMMUNITY FOUNDATION | ||||||||
| PO BOX 34247 | OMAHA | NE | 68134 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $40,000 | |
| THE DURHAM MUSEUM | ||||||||
| 801 S 10TH STREET | OMAHA | NE | 68108 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $25,000 | |
| KIDSQUEST CHILDREN'S MUSEUM | ||||||||
| 1116 108TH AVE NE | BELLEVUE | WA | 98004 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $10,000 | |
| BOY SCOUT TROOP 366 | ||||||||
| 1325 WEST WALNUT HILL LANE | IRVING | TX | 75015 | N/A | PUBLIC CHARITY | TROOP 366 | $3,000 | |
| JUMA VENTURES | ||||||||
| 1700 7TH AVE | SEATTLE | WA | 98101 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $5,000 | |
| HAND IN HAND | ||||||||
| 14E CASINO ROAD SUITE E | EVERETT | WA | 98208 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $50,000 | |
| AMARA | ||||||||
| 5907 MARTIN LUTHER KING JR WAY | SEATTLE | WA | 98118 | N/A | PUBLIC CHARITY | GENERAL FUNDSGENERAL FUNDS | $125,000 | SOUTH |
| SAVING GRACE PERISHABLE FOOD RESCUE | ||||||||
| 4611 S 96TH STREET | OMAHA | NE | 68127 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $75,000 | |
| STEPHEN CENTER | ||||||||
| 5217 S 28TH STREET | OMAHASTINGS | NE | 68107 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $83,990 | |
| OMAHA SALVATION ARMY | ||||||||
| 3612 CUMING STREET | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $150,000 | |
| CHILD SAVING INSTITUTE | ||||||||
| 4545 DODGE STREET | OMAHA | NE | 68132 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,584,064 | 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 | $35,776 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $310,240 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,199,658 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,545,674 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,545,674 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| DOROTHY H OLSON MARITAL TRUST | |||||||
| 1 | 8401 WEST DODGE ROAD SUITE 256 | OMAHA | NE | 68114 | $2,249,120 | Yes (X) | |
| DOROTHY H OLSON MARITAL TRUST | |||||||
| 2 | 8401 WEST DODGE ROAD SUITE 256 | OMAHA | NE | 68114 | $5,275,215 | Yes (X) | |
| LELAND J OLSON TRUST | |||||||
| 3 | 8401 WEST DODGE ROAD SUITE 256 | OMAHA | NE | 68114 | $1,753,238 | Yes (X) | |
| LELAND J OLSON TRUST | |||||||
| 4 | 8401 WEST DODGE ROAD SUITE 256 | OMAHA | NE | 68114 | $56,804,672 | Yes (X) | |
| LELAND J OLSON ESTATE | |||||||
| 5 | 8401 WEST DODGE ROAD SUITE 256 | OMAHA | NE | 68114 | $825,264 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | SHARES OF VARIOUS STOCKS, BONDS AND EQUITIES. | $5,275,215 | 2016-02-18 |
| 4 | SHARES OF VARIOUS STOCKS, BONDS AND EQUITIES. | $56,804,672 | 2016-02-18 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,400 | 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 | $303,862 | EOYBookValueAmt |
| EOYFMV | $361,643 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENTS - CORP STOCK | $51,155,705 | $72,859,874 |
| INVESTMENTS - PREFERRED STOCK | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS - EQUITY FUNDS | FMV | $12,896,980 | $13,123,154 |
| INVESTMENTS - FIXED INCOME FUNDS | FMV | $221,342 | $220,440 |
| INVESTMENTS - CLOSELY HELD | FMV | $85,175 | $96,650 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $46,962 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN COST AND MARKET VALUE OF CONTRIBUTED ASSETS | Desc |
| Amt | $6,629,570 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $173,185 | $173,185 | $0 |
| MEETING EXPENSES | $5,223 | $0 | $0 |
| OFFICE EXPENSES | $8,604 | $0 | $0 |
| WEBSITE DESIGN, DEVELOPMENT AND MAINTENANCE | $8,932 | $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 | $306,312 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $5,416 | $5,416 | $0 |
| EXCISE TAX | $10,283 | $0 | $0 |
Comments