RICHARD KALVELAGE GIFT TRUST: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD KALVELAGE GIFT TRUST (EIN 47-6234969)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-10
- IRS object ID
- 201623159349100217
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-10T09:27:11-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470699068 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AUTEN PRUSS & BECKMANN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1309 N 9TH ST | AddressLine1Txt |
| City | NORFOLK | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 476234969 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD KALVELAGE GIFT TRUST | BusinessNameLine1Txt |
| Business Name Line2 | JAMES J MCNALLY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 4028875022 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 164 | AddressLine1Txt |
| City | NELIGH | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 687560164 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES J MCNALLY-TRUSTEE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4028875022 | PhoneNum |
| Signature | 2016-11-07 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALVIN G BECKMANN CPA | PreparerPersonNm |
| PTIN | P00053701 | PTIN |
| Phone | 4023794488 | PhoneNum |
| Preparation | 2016-11-10 | PreparationDt |
| 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 | $1,453,068 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $73 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $73 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,296 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,296 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $96,559 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $96,559 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$10,599 | NetRentalIncomeOrLossAmt |
| Other Income Rev And Expnss | $247 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $247 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $106,175 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $106,175 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $11,908 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,939 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,968 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,171 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,171 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $28,088 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,088 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $19,847 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,847 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $39,442 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $39,442 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $3,000 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $3,000 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,262 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,262 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,842 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,842 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $129,560 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $107,158 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,401 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $74,557 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $74,557 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $204,117 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $107,158 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $90,958 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$97,942 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $60 | CashBOYAmt |
| Cash EOY | $200 | CashEOYAmt |
| Cash EOYFMV | $200 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $62,023 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,813 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,813 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,896 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,896 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,896 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $128,589 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $116,159 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $116,159 | MortgageLoansEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,541,668 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $395,762 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,185,348 | LandBOYAmt |
| Land EOY | $1,145,906 | LandEOYAmt |
| Land EOYFMV | $1,320,000 | LandEOYFMVAmt |
| Total Assets BOY | $1,378,916 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,278,974 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,453,068 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $2,000 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $2,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,376,916 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,278,974 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,376,916 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,278,974 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,378,916 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,278,974 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,376,916 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$97,942 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,278,974 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,278,974 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $77,150 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,518,186 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050817 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $82,400 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,534,246 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053707 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $85,846 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,659,820 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051720 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $85,847 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,731,145 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049590 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $93,655 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,738,718 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053864 | DistributionYr5Rt |
| Total Distribution | 0.259698 | TotalDistributionRt |
| Average Distribution | 0.051940 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,461,068 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $75,888 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $75,888 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $90,958 | 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 |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAMES J MCNALLY | IndividualWithBooksNm |
| Phone | 4028875022 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1008 S STREET PO BOX 164 | AddressLine1Txt |
| City | NELIGH | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 687560164 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES J MCNALLY-TRUSTEE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1008 S STREET PO BOX 164 | AddressLine1Txt |
| City | NELIGH | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 687560164 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $38,048 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $125,270 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,320,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,483,318 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,483,318 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,250 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,461,068 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $73,053 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $73,053 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $73,053 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $73,053 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $73,053 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $90,958 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $90,958 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $90,958 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $73,053 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $74,149 | UndistributedIncomePYAmt |
| Qualifying Distributions | $90,958 | QualifyingDistributionsAmt |
| Applied To Year1 | $74,149 | AppliedToYear1Amt |
| Applied To Current Year | $16,809 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $56,244 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES J MCNALLY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1008 S STREET PO BOX 164 | AddressLine1Txt |
| City | NELIGH | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 687560164 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4028875022 | RecipientPhoneNum |
| Form And Info And Materials | PAPER APPLICATIION AMOUNT OF REQUEST AND PURPOSE FOR USE OF FUNDS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| NELIGH SENIOR CENTER PROGRAM INC | ||||||||
| LOCAL | LOCAL | NELIGH | NE | 68756 | NONE | 501(C) 3 ORG | UNRESTRICTED | $5,000 |
| NELIGH PARK FOUNDATION | ||||||||
| LOCAL | LOCAL | NELIGH | NE | 68756 | NONE | 501(C) 3 ORG | IMPROVEMENT | $1,857 |
| ST JOHN CATHOLIC CHURCH | ||||||||
| LOCAL | LOCAL | CLEARWATER | NE | 68726 | NONE | 501(C) 3 ORG | COMMUNITY ACTIVITY | $2,500 |
| CREIGHTON UNIVERSITY | ||||||||
| LOCAL | LOCAL | OMAHA | NE | 68178 | NONE | 501(C) 3 ORG | RESEARCH | $25,000 |
| ELGIN SENIOR CITIZEN CENTER | ||||||||
| LOCAL | LOCAL | ELGIN | NE | 68636 | NONE | 501(C) 3 ORG | UNRESTRICTED | $5,000 |
| ANTELOPE CO HEALTHCARE FOUNDATION | ||||||||
| LOCAL | LOCAL | NELIGH | NE | 68756 | NONE | 501(C) 3 ORG | UNRESTRICTED | $400 |
| ST BONIFACE CHURCH | ||||||||
| LOCAL | LOCAL | ELGIN | NE | 68636 | NONE | 501(C)3 ORG | COMMUNITY ACTIVITY | $500 |
| ST BONIFACE CATHOLIC ELEMENTARY | ||||||||
| LOCAL | LOCAL | ELGIN | NE | 68822 | NONE | 501(C)3 ORG | UNRESTRICTED | $1,800 |
| MOLLY'S MIRACLE MAKERS INC | ||||||||
| LOCAL | LOCAL | EWING | NE | 68735 | NONE | 501(C)3 ORG | RESEARCH | $2,500 |
| ST JOHN CATHOLIC CHURCH | ||||||||
| LOCAL | LOCAL | CLEARWATER | NE | 68726 | NONE | 501(C)3 ORG | UNRESTRICTED | $5,000 |
| POPE JOHN CENTRAL CATHOLIC | ||||||||
| LOCAL | LOCAL | ELGIN | NE | 68636 | NONE | 501(C)3 ORG | UNRESTRICTED | $2,500 |
| NELIGH-OAKDALE JAWS OF LIFE | ||||||||
| LOCAL | LOCAL | NELIGH | NE | 68756 | NONE | 501(C)3 ORG | UNRESTRICTED | $5,000 |
| MOBILE FOOD PANTRY | ||||||||
| LOCAL | LOCAL | NELIGH | NE | 68756 | NONE | 501(C)3 ORG | UNRESTRICTED | $5,000 |
| ANTELOPE CO HISTORICAL SOCIETY | ||||||||
| LOCAL | LOCAL | NELIGH | NE | 68756 | NONE | 501(C) 3 ORG | UNRESTRICTED | $5,000 |
| POPE JOHN CENTRAL CATHOLIC | ||||||||
| LOCAL | LOCAL | ELGIN | NE | 68636 | NONE | 501(C) 3 ORG | IMPROVEMENTS | $5,000 |
| POPE JOHN CENTRAL CATHOLIC | ||||||||
| LOCAL | LOCAL | ELGIN | NE | 68636 | NONE | 501(C) 3 ORG | UNRESTRICTED | $2,000 |
| ERICSONLAKE CORP | ||||||||
| LOCAL | LOCAL | ERICSON | NE | 68637 | NONE | 501(C) 3 ORG | IMPROVEMENTS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $74,557 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,296 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$10,599 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $247 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$983 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$983 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ACCOUNTING -OUTSIDE SERVICE | $1,200 | $1,200 |
| ACCOUNTING -OUTSIDE SERVICE | $1,971 | $1,971 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (39 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| WARD 6- DRUG STORE | 2001-08-01 | $22,000 | $7,545 | S/L | 39.0000 | $564 | $564 |
| WARD 6-LAND | 2001-08-01 | $3,000 | |||||
| WARD 9-DRUG STORE | 2001-08-01 | $12,000 | $4,000 | S/L | 39.0000 | $308 | $308 |
| WARD 9-LAND | 2001-08-01 | $3,000 | |||||
| DENTIST OFFICE-BUILDING | 2001-08-01 | $33,750 | $11,611 | S/L | 39.0000 | $865 | $865 |
| DENTIST OFFICE | 2001-08-01 | $11,250 | |||||
| REMODEL-STORAGE ROOM | 2003-02-10 | $17,856 | $5,437 | S/L | 39.0000 | $458 | $458 |
| CARPET & LABOR | 2007-08-17 | $2,131 | $2,131 | 200DB | 5.0000 | ||
| LAND | 2006-05-05 | $35,000 | |||||
| UNITS | 2006-05-05 | $140,000 | $30,962 | S/L | 39.0000 | $3,589 | $3,589 |
| COSTS | 2006-05-05 | $227 | $50 | S/L | 39.0000 | $6 | $6 |
| PROFESSIONAL FEES | 2006-05-05 | $3,482 | $770 | S/L | 39.0000 | $89 | $89 |
| ADDITIONAL IMPROVEMENTS | 2007-04-09 | $44,496 | $8,795 | S/L | 39.0000 | $1,141 | $1,141 |
| FENCING | 2007-05-08 | $19,878 | $5,864 | S/L | 39.0000 | $497 | $497 |
| LAND | 2006-06-30 | $66,000 | |||||
| UNITS | 2006-06-30 | $264,000 | $57,821 | S/L | 39.0000 | $6,769 | $6,769 |
| COSTS | 2006-06-30 | $152 | $33 | S/L | 39.0000 | $4 | $4 |
| PROFESSIONAL FEES | 2006-06-30 | $6,000 | $1,314 | S/L | 39.0000 | $154 | $154 |
| PROFESSIONAL FEES | 2007-01-01 | $7,327 | $1,495 | S/L | 39.0000 | $188 | $188 |
| FENCING | 2007-01-01 | $54,200 | $15,989 | S/L | 39.0000 | $1,355 | $1,355 |
| PAVING | 2007-01-01 | $33,602 | $6,857 | S/L | 39.0000 | $861 | $861 |
| ADDITIONAL IMPROVEMENTS | 2007-01-19 | $13,500 | $2,755 | S/L | 39.0000 | $346 | $346 |
| ASPHALT | 2007-07-02 | $18,350 | $5,413 | S/L | 39.0000 | $459 | $459 |
| IMPROVE | 2007-07-01 | $11,120 | $3,280 | S/L | 39.0000 | $278 | $278 |
| CARPET | 2007-06-27 | $3,433 | $3,433 | 200DB | 5.0000 | ||
| WINDOWS | 2007-05-15 | $5,102 | $998 | S/L | 39.0000 | $130 | $130 |
| LAND | 2007-03-07 | $160,006 | |||||
| IRRIGATION SYSTEM | 2007-03-07 | $21,500 | $19,317 | S/L | 10.0000 | $2,150 | $2,150 |
| IRRIGATION WELL | 2007-03-07 | $21,500 | $19,317 | S/L | 10.0000 | $2,150 | $2,150 |
| IRRIGATION MOTOR | 2007-03-07 | $3,500 | $3,145 | S/L | 10.0000 | $350 | $350 |
| IRRIGATION TANK | 2007-03-07 | $1,500 | $1,348 | S/L | 10.0000 | $150 | $150 |
| LAND | 2007-03-01 | $320,004 | |||||
| 2 IRRIGATION SYSTEMS, MOTORS, TANKS | 2007-03-01 | $70,000 | $62,893 | S/L | 10.0000 | $7,000 | $7,000 |
| 2 IRRIGATION WELLS | 2007-03-01 | $50,000 | $44,923 | S/L | 10.0000 | $5,000 | $5,000 |
| GRAIN BIN (36X22) | 2007-03-01 | $20,000 | $17,969 | S/L | 10.0000 | $2,000 | $2,000 |
| 2 SET DROP NOZZLES | 2007-05-11 | $8,809 | $7,914 | S/L | 10.0000 | $881 | $881 |
| ADDITIONAL DRAINAGE | 2008-05-08 | $13,860 | $2,772 | S/L | 39.0000 | $347 | $347 |
| LAND | 2013-01-01 | $6,606 | |||||
| GRAIN BIN (N) | 2014-10-01 | $13,527 | $169 | S/L | 10.0000 | $1,353 | $1,353 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PATRONAGE DIVIDEND RETAINED | StockNm |
| EOY Book Value | $2,896 | EOYBookValueAmt |
| EOYFMV | $2,896 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| $936,802 | $395,762 | $541,040 | $1,320,000 |
| $604,866 | $604,866 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (3 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| RENTAL PROPERTY-STORAGE | $3,995 | $998 | $2,996 |
| RENTAL PROPERTY-FARM | $7,763 | $1,941 | $5,822 |
| RENTAL PROPERTY-OTHER | $150 | $150 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| RENTAL PROPERTIES | ||
| RENTAL PERMITS/FEES | $35 | $35 |
| RENTALS-INSURANCE | $6,999 | $6,999 |
| RENTALS-ADVERTISING | $931 | $931 |
| RENTALS-REPAIRS | $8,432 | $8,432 |
| RENTALS-UTILITIES | $5,956 | $5,956 |
| RENTALS-BANK CHARGES | $373 | $373 |
| RENTAL - INTEREST | $48 | $48 |
| OFFICE EXPENSE | $68 | $68 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $247 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $247 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER PROFESSIONAL FEES-FEES, ET | $6,000 | |
| OUTSIDE SERVICES-I 35 | $5,025 | $5,025 |
| OUTSIDE SERVICES-A 1 | $17,063 | $17,063 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| RENTAL-COMM PROP REAL ESTATE | $533 | $533 |
| RENTAL-FARM PROP REAL ESTATE | $12,040 | $12,040 |
| RENTAL-STORAGE UNIT REAL EST | $7,208 | $7,208 |
| RENTAL-OTHER TAXES | $66 | $66 |
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