HERBERT T WESTON JR & MARIAN S WESTON FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HERBERT T WESTON JR & MARIAN S WESTON FOUNDATION (EIN 47-0825494)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-10-31
- IRS object ID
- 201603059349100400
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-31T07:44:11-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470526649 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANA F COLE & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1248 O STREET SUITE 500 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470825494 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Herbert T Weston Jr and | BusinessNameLine1Txt |
| Business Name Line2 | Marian S Weston Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERB | BusinessNameControlTxt |
| Phone | 4024799300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O Angela Murray 1248 O St No 500 | AddressLine1Txt |
| City | Lincoln | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68508 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Katharine W Cohen | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 4024799300 | PhoneNum |
| Signature | 2016-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANGELA MURRAY | PreparerPersonNm |
| PTIN | P00735725 | PTIN |
| Phone | 4024799300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $967,155 | 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 | $15,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,878 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,878 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,403 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,403 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $483 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $483 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$10,704 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $5,634 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $56,676 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,634 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $33,398 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,398 | 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 | $1,530 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,530 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,140 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,140 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,091 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,845 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,202 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,202 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,580 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,580 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,543 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,297 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $44,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $44,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,543 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,297 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$31,145 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,058 | CashBOYAmt |
| Cash EOY | $11,570 | CashEOYAmt |
| Cash EOYFMV | $11,570 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,593 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,427 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,427 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $316,563 | CorporateStockBOYAmt |
| Corporate Stock EOY | $277,659 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $400,152 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $30,376 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $30,376 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $33,431 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $561,194 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $2,113 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $559,899 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $559,081 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $497,983 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $10,432 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,596 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,525 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $14,680 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,613 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $6,067 | LandEOYAmt |
| Land EOYFMV | $6,067 | LandEOYFMVAmt |
| Total Assets BOY | $933,921 | TotalAssetsBOYAmt |
| Total Assets EOY | $902,776 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $967,155 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $933,921 | CapitalStockBOYAmt |
| Capital Stock EOY | $902,776 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $933,921 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $902,776 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $933,921 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $902,776 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $933,921 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$31,145 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $902,776 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $902,776 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| Sale of Publicly Traded Securities | $42,317 | $36,888 | $5,429 | $5,429 | |
| Sale of Publicly Traded Securities | $5,467 | $8,107 | -$2,640 | -$2,640 | |
| Sale of Publicly Traded Securities | $8,887 | $6,047 | $2,840 | $2,840 | |
| Capital Gains Dividends | $5 | $5 | $5 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,634 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $39,254 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $879,676 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044623 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $37,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $790,799 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047420 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $30,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $772,208 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038850 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $28,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $703,590 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040507 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $26,522 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $635,097 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041761 | DistributionYr5Rt |
| Total Distribution | 0.213161 | TotalDistributionRt |
| Average Distribution | 0.042632 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $934,931 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $39,858 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $39,858 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $44,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | Angela Murray | IndividualWithBooksNm |
| Phone | 4024799300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1248 O Street Suite 500 | AddressLine1Txt |
| City | Lincoln | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68508 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Katharine W Cohen | ||||||||
| 54 Lakehurst Lane | Murray | KY | 42071 | President | 1.00 | $0 | $0 | $0 |
| Marian S Weston | ||||||||
| 904 N 7th Street | Beatrice | NE | 68310 | Director | 1.00 | $0 | $0 | $0 |
| Edson Bridges II | ||||||||
| 8401 West Dodge Road | Omaha | NE | 681143453 | Director - Asst Treasurer | 1.00 | $0 | $0 | $0 |
| Matthew Cohen | ||||||||
| 5831 Queens Drive | Lincoln | NE | 68516 | Vice President | 1.00 | $0 | $0 | $0 |
| Michael Cohen | ||||||||
| 54 Lakehurst Lane | Murray | KY | 42071 | Sec/Treasurer | 1.00 | $0 | $0 | $0 |
| Brian Miles | ||||||||
| 8401 West Dodge Road | Omaha | NE | 681143453 | Director - Asst Secretary | 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 | $470,006 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,688 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $456,475 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $949,169 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $949,169 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,238 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $934,931 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,747 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,747 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $46,747 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $46,747 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $46,747 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $44,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $44,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,747 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $43,720 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $44,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $43,720 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $280 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $46,467 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Katharine W Cohen | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Katharine W Cohen | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 303 | AddressLine1Txt |
| City | Beatrice | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68310 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2702269038 | RecipientPhoneNum |
| Form And Info And Materials | General letter containing purposes and intent, IRS Exemption letter | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Beatrice Cemetery Assoc Tree Fund | |||||||
| 408 N 33rd St | Beatrice | NE | 68310 | None | NC | Tree planting and tree care | $1,500 |
| Beatrice Humane Society | |||||||
| PO Box 646 | Beatrice | NE | 68310 | None | PC | General Purpose | $5,000 |
| Beatrice Library Association | |||||||
| 100 N 16th | Beatrice | NE | 68310 | None | GOV | General Purpose | $3,000 |
| Community Players Inc | |||||||
| PO Box 116 Ella St | Beatrice | NE | 68310 | None | PC | Theatre Awareness | $2,000 |
| Fontenelle Forest | |||||||
| 1111 North Bellevue Blvd | Bellevue | NE | 68005 | None | PC | Raptor Recovery | $3,000 |
| Gage County Historical Society | |||||||
| PO Box 793 | Beatrice | NE | 68310 | None | PC | General Purpose | $5,000 |
| Hawkwing Inc | |||||||
| 306 Cavan Ln | Glastonbury | CT | 06033 | None | PC | General Purpose | $2,500 |
| Humane Society of Callaway Cnty KY CO Tom Ewing | |||||||
| PO Box 764 | Murray | KY | 42071 | None | PC | General Purpose | $5,000 |
| Main Street Beatrice | |||||||
| 205 N 4th St | Beatrice | NE | 68310 | None | PC | General Purpose | $2,000 |
| Mari Sandoz Heritage Society | |||||||
| 3227 S 29th St | Lincoln | NE | 68502 | None | PC | General Purpose | $1,500 |
| Olson Brothers Family Foundation | |||||||
| PO Box 1317 | Hastings | NE | 68902 | None | PC | General Purpose | $1,500 |
| Spring Creek Prairie Audubon Center | |||||||
| 11700 SW 100th St PO Box 117 | Denton | NE | 68339 | None | PC | Educational and Environmental Programs | $4,000 |
| University of Nebraska Foundation | |||||||
| 1010 Lincoln Mall | Lincoln | NE | 68508 | None | PC | The Walt Whitman Archive Fund | $5,000 |
| Wildlife Rescue Team | |||||||
| PO Box 80127 | Lincoln | NE | 69501 | None | PC | Appreciation of Volunteers on Behalf of Wildlife | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $44,000 | 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 | $1,878 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,403 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$10,704 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,634 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,211 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,211 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Marian S Weston | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 904 N 7th Street | AddressLine1Txt |
| City | Beatrice | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68310 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $15,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $1,530 | Amt |
| Net Investment Income | $1,530 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| Lawn Mower | 2004-08-02 | $8,229 | $8,229 | 200DB | 7.000000000000 | $0 | $0 |
| Gate and Fence | 2013-11-25 | $5,726 | $1,295 | SL | 7.000000000000 | $818 | $818 |
| Lawn Mower | 2016-02-05 | $6,451 | SL | 7.000000000000 | $384 | $384 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Valmont Industries - Purchased | $3,099 | $3,396 |
| Ford Motor Company Debentures - Purchased | $27,277 | $30,035 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Altria Group - Donated | $652 | $5,172 |
| Chevron Corp - Donated | $2,733 | $5,241 |
| Cisco Systems - Donated | $1,200 | $5,738 |
| General Electric - Donated | $1,766 | $3,085 |
| Johnson and Johnson - Donated | $2,599 | $6,065 |
| Level 3 Communications - Donated | $1,080 | $1,030 |
| Microsoft - Donated | $2,844 | $10,234 |
| Microsoft - Purchased | $5,830 | $5,117 |
| Nike - Donated | $3,065 | $11,040 |
| Pepsico - Donated | $1,970 | $5,297 |
| Phillip Morris International Inc - Donated | $1,499 | $7,629 |
| Proctor and Gamble - Donated | $2,785 | $4,233 |
| Target - Donated | $2,693 | $6,982 |
| 3M Corp - Donated | $2,652 | $6,129 |
| United Technologies - Donated | $2,313 | $5,127 |
| Wells Fargo & Co - Donated | $2,450 | $4,733 |
| Altria Group - Purchased | $4,534 | $15,516 |
| Johnson and Johnson - Purchased | $7,802 | $12,130 |
| McDonalds Corp - Purchased | $7,844 | $12,034 |
| Merck & Co - Purchased | $7,289 | $11,522 |
| Pepsico - Purchased | $3,125 | $5,297 |
| Schlumberger Ltd - Purchased | $6,368 | $7,908 |
| Verizon Communications - Purchased | $6,440 | $11,168 |
| Proctor and Gamble - Purchased | $3,053 | $4,234 |
| 3M Corp - Purchased | $3,259 | $7,005 |
| Royal Dutch Shell - Purchased | $6,849 | $5,522 |
| JP Morgan Chase & Co - Purchased | $8,809 | $12,428 |
| Disney - Purchased | $4,212 | $9,782 |
| Johnson Controls Inc - Purchased | $6,698 | $8,852 |
| T Rowe Price Group Inc - Purchased | $5,777 | $7,297 |
| General Electric - Purchased | $7,760 | $12,655 |
| United Technologies - Purchased | $3,683 | $5,128 |
| Blackrock Inc Com - Purchased | $11,153 | $17,127 |
| Cisco Systems - Purchased | $3,843 | $5,738 |
| Eaton Corp Com - Purchased | $11,385 | $11,946 |
| Apple Inc - Purchased | $13,099 | $16,730 |
| Union Pacific - Purchased | $11,567 | $13,087 |
| Wells Fargo & Co - Purchased | $8,848 | $9,466 |
| Chevron Corp - Purchased | $5,631 | $5,242 |
| Phillip Morris International Inc - Purchased | $3,935 | $5,086 |
| Target Corp - Purchased | $5,721 | $6,982 |
| Alphabet Inc - Purchased | $5,176 | $6,921 |
| Mastercard Inc - Purchased | $7,448 | $8,806 |
| Level 3 Communications - Purchased | $3,319 | $4,119 |
| Continental Resources, Inc - Purchased | $9,417 | $9,054 |
| Celgene Corp - Purchased | $16,836 | $14,795 |
| Biogen Inc - Purchased | $17,995 | $12,091 |
| Honeywell Intl Inc - Purchased | $10,653 | $11,632 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Gate and Fence | CategoryOrItemTxt |
| Cost Or Other Basis | $5,726 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $2,113 | AccumulatedDepreciationAmt |
| Book Value | $3,613 | BookValueAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Sterling Capital Small Cap - Purchased | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $10,596 | BookValueAmt |
| EOYFMV | $10,525 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| Lawn Mower | $8,229 | $8,229 | $0 |
| Lawn Mower | $6,451 | $384 | $6,067 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Post office box | $60 | $60 | $0 |
| Bank fees | $32 | $32 | $0 |
| Spraying, mowing, & tree removal | $1,924 | $1,924 | $0 |
| Contract labor | $2,880 | $2,880 | $0 |
| Fuel & supplies | $684 | $684 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Trustee fees | $4,640 | $4,640 | $0 |
| Appraisal fees | $1,500 | $1,500 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign tax | $146 | $146 | $0 |
| Excise tax | $246 | $0 | $0 |
| Real estate tax | $5,699 | $5,699 | $0 |
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