ROBERT AND CAROLE JULIAN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT AND CAROLE JULIAN FOUNDATION (EIN 47-0800777)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-04
- IRS object ID
- 202513089349101036
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-04T13:56:38-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580673524 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MSTILLER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 780 JOHNSON FERRY RD NE SUITE 325 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30342 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470800777 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT AND CAROLE JULIAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 4043072669 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13525 PAUL CIRCLE | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT SHULTS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4042618333 | PhoneNum |
| Signature | 2025-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GRETCHEN T ANDERSON | PreparerPersonNm |
| PTIN | P00041859 | PTIN |
| Phone | 4042561606 | PhoneNum |
| Preparation | 2025-11-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,496,850 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,848 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,848 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $50,278 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,278 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $152,197 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $640,281 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $282,833 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $204,323 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $334,959 | 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 | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,063 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,063 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,350 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $968 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,913 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,031 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $380,569 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $380,569 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $404,482 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,031 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $383,069 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$200,159 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $320,928 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $142,105 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $105,998 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $105,998 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,168,699 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,004,647 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,390,852 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,310,804 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,110,645 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,496,850 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $1,533 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $1,533 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $1,533 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,533 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,309,271 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,109,112 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,309,271 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,109,112 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,310,804 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,110,645 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,309,271 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$200,159 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,109,112 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,109,112 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SECURITIES RECEIVED AS DONATIONS | P | $297,827 | $23,473 | $274,354 | $274,354 |
| PUBLICLY TRADED SECURITIES | P | $246,171 | $333,975 | -$87,804 | -$87,804 |
| CAPITAL GAINS DIVIDENDS | P | $96,283 | $96,283 | $96,283 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $282,833 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,461 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,461 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,461 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $61 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,461 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $114 | EsPenaltyAmt |
| Tax Due | $114 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT SHULTS | IndividualWithBooksNm |
| Phone | 4043072669 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 WEST BROOKHAVEN DRIVE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30319 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT SHULTS | ||||||||
| 3424 PEACHTREE ROAD NE SUITE 2200 | ATLANTA | GA | 30326 | PRESIDENT AND TREASURER | 1.00 | $0 | $0 | $0 |
| ELIZABETH SHULTS | ||||||||
| 3424 PEACHTREE ROAD NE SUITE 2200 | ATLANTA | GA | 30326 | SECRETARY AND DIRECTOR | 1.00 | $0 | $0 | $0 |
| CAROLE JULIAN | ||||||||
| 13525 PAUL CIRCLE | OMAHA | NE | 68154 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT JULIAN | ||||||||
| 13525 PAUL CIRCLE | OMAHA | NE | 68154 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GRACE SHULTS | ||||||||
| 3424 PEACHTREE ROAD NE SUITE 2200 | ATLANTA | GA | 30326 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,347,292 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,177 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,412,469 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,412,469 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,187 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,331,282 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $266,564 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $266,564 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,461 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,461 | TotalTaxAmt |
| Distributable Before Adj | $262,103 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $262,103 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $262,103 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $383,069 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $383,069 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $262,103 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $21,144 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $304,145 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $38,463 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $73,138 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $69,591 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $506,481 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $383,069 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $262,103 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $120,966 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $627,447 | 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 | $21,144 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $606,303 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $304,145 | ExcessFromYear4Amt |
| Excess From Year3 | $38,463 | ExcessFromYear3Amt |
| Excess From Year2 | $73,138 | ExcessFromYear2Amt |
| Excess From Year1 | $69,591 | ExcessFromYear1Amt |
| Excess From Current Year | $120,966 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROLE JULIAN | ContributingManagerNm |
| Contributing Manager | ROBERT JULIAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AIRCRAFT CARRIER HORNET FOUNDATION | |||||||
| 707 W HORNET AVE | ALAMEDA | CA | 94501 | N/A | PC | GENERAL | $1,000 |
| AMERICAN CENTER FOR LAW & JUSTICE | |||||||
| PO BOX 9055 | WASHINGTON | DC | 20090 | N/A | PC | GENERAL | $50 |
| AMERICAN IMMIGRATION CONTROL FOUNDATION | |||||||
| PO BOX 525 | MONTEREY | VA | 24465 | N/A | PC | GENERAL | $100 |
| AMERICAN MEDIA COUNCIL | |||||||
| 44047 N 43RD AVENUE 75335 | PHOENIX | AZ | 85087 | N/A | PC | GENERAL | $500 |
| AMERICAN STEWARDS OF LIBERTY | |||||||
| PO BOX 801 | GEORGETOWN | TX | 78627 | N/A | PC | GENERAL | $100 |
| ASGCA FOUNDATION | |||||||
| 155 S EXECUTIVE DR SUITE 100 | BROOKFIELD | WI | 53005 | N/A | PC | GENERAL | $20,000 |
| ASSOCIATION OF AMERICAN EDUCATORS | |||||||
| 25909 PALA PLACE SUITE 330 | MISSION VIEJO | CA | 92691 | N/A | PC | GENERAL | $10,000 |
| ATLANTA CHARITY CLAYS | |||||||
| 575 PHARR ROAD NE | ATLANTA | GA | 30355 | N/A | PC | GENERAL | $7,500 |
| AUBURN UNIVERSITY FOUNDATION | |||||||
| 317 SOUTH COLLEGE ST | AUBURN | AL | 36849 | N/A | PC | GENERAL | $14,005 |
| BUCKHEAD CHRISTIAN MINISTRY | |||||||
| 2847 PIEDMONT RD NE | ATLANTA | GA | 30305 | N/A | PC | GENERAL | $15,338 |
| CAMP TWIN LAKES | |||||||
| 6300 FATHER TRIBOU STREET | LITTLE ROCK | AR | 72205 | N/A | PC | GENERAL | $10,000 |
| CHILD SAVING INSTITUTE | |||||||
| 4545 DODGE STREET | OMAHA | NE | 68132 | N/A | PC | GENERAL | $1,870 |
| CHILDREN'S HARBOR | |||||||
| 434 CHILDRENS HARBOR DRIVE | ECLECTIC | AL | 36024 | N/A | PC | GENERAL | $6,000 |
| CITIZENS UNITED FOUNDATION | |||||||
| 1006 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | N/A | PC | GENERAL | $50 |
| CLARE BOOTH LUCE CENTER | |||||||
| 112 ELDEN ST SUITE P | HERNDON | VA | 20170 | N/A | PC | GENERAL | $400 |
| DAUGHTERS AGAINST ALZHEIMER'S | |||||||
| 3215 WOOD VALLEY ROAD NW | ATLANTA | GA | 30327 | N/A | PC | GENERAL | $525 |
| EAGLE FORUM LEGAL DEFENSE FUND | |||||||
| 7800 BONHOMME AVENUE | SAINT LOUIS | MO | 63105 | N/A | PC | GENERAL | $2,500 |
| ESSENTIAL PREGNANCY SERVICES | |||||||
| 6220 MAPLE ST | OMAHA | NE | 68104 | N/A | PC | GENERAL | $3,500 |
| FIRST AIR FORCE ONE | |||||||
| 1402 AIRPORT RD | BRIDGEWATER | VA | 22812 | N/A | PC | GENERAL | $200 |
| FIRST LIBERTY INSTITUTION | |||||||
| 2001 WEST PLANO PARKWAY STE 1600 | PLANO | TX | 75075 | N/A | PC | GENERAL | $100 |
| FREEDOM CENTER FOUNDATION | |||||||
| 8200 GREENSBORO DRIVE | MCLEAN | VA | 22102 | N/A | PC | GENERAL | $100 |
| GENTLE GIANTS | |||||||
| 17250 OLD FREDERICK ROAD | MOUNT AIRY | MD | 21771 | N/A | PC | GENERAL | $612 |
| GLOBAL FAITH INSTITUTE | |||||||
| 4089 S 84TH ST | OMAHA | NE | 68127 | N/A | PC | GENERAL | $15,000 |
| HASTINGS COLLEGE FOUNDATION | |||||||
| 1001 N 6TH AVE | HASTINGS | NE | 68901 | N/A | PC | GENERAL | $25,000 |
| HEARTS UNITED FOR ANIMALS | |||||||
| 73418 638 AVE | AUBURN | NE | 68305 | N/A | PC | GENERAL | $400 |
| HIGH MUSEUM OF ART | |||||||
| 1280 PEACHTREE RD NE | ATLANTA | GA | 30309 | N/A | PC | GENERAL | $31,072 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | N/A | PC | GENERAL | $4,000 |
| ICHA | |||||||
| 12020 SHAMROCK PLAZA SUITE 200 | OMAHA | NE | 68154 | N/A | PC | GENERAL | $750 |
| JOSLYN CASTLE & GARDENS | |||||||
| 3902 DAVENPORT ST | OMAHA | NE | 68131 | N/A | PC | GENERAL | $75 |
| LAURITZEN GARDENS | |||||||
| 100 BANCROFT ST | OMAHA | NE | 68108 | N/A | PC | GENERAL | $500 |
| LAW ENFORCEMENT LEGAL DEFENSE FUND | |||||||
| 2560 HUNTINGTON AVE STE 203 | ALEXANDRIA | VA | 22303 | N/A | PC | GENERAL | $400 |
| MOMS FOR AMERICA | |||||||
| 893 S MAIN ST 228 | ENGLEWOOD | OH | 45322 | N/A | PC | GENERAL | $21,000 |
| NATIONAL FOUNDATION FOR GUN RIGHTS | |||||||
| 2300 W EISENHOWER BLVD | LOVELAND | CO | 80537 | N/A | PC | GENERAL | $4,500 |
| NATIONAL LEGAL & POLICY CENTER | |||||||
| 107 PARK WASHINGTON COURT | FALLS CHURCH | VA | 22046 | N/A | PC | GENERAL | $500 |
| NATIONAL RIGHT TO WORK LEGAL DEFENSE FOUNDATION | |||||||
| 8001 BRADDOCK ROAD | SPRINGFIELD | VA | 22160 | N/A | PC | GENERAL | $250 |
| NEBRASKA FOR FOUNDERS VALUES | |||||||
| PO BOX 255 | WALTON | NE | 68461 | N/A | PC | GENERAL | $1,200 |
| NEBRASKA HUMANE SOCIETY | |||||||
| 8929 FORT ST | OMAHA | NE | 68134 | N/A | PC | GENERAL | $700 |
| NEBRASKA WILDLIFE REHAB | |||||||
| PO BOX 24122 | OMAHA | NE | 68124 | N/A | PC | GENERAL | $2,000 |
| NEBRASKANS EMBRACING LIFE | |||||||
| 143 S 38TH STREET SUITE B | OMAHA | NE | 68131 | N/A | PC | GENERAL | $700 |
| OMAHA FOR DECENCY | |||||||
| PO BOX 45144 | OMAHA | NE | 68145 | N/A | PC | GENERAL | $600 |
| OMAHA POLICE FOUNDATION | |||||||
| PO BOX 540752 | OMAHA | NE | 68154 | N/A | PC | GENERAL | $1,000 |
| OMAHA ZOO FOUNDATION | |||||||
| 3701 S 10TH ST | OMAHA | NE | 68107 | N/A | PC | GENERAL | $1,000 |
| PRO ENGLISH | |||||||
| 1691 US 131 HWY SUITE 2 | PETOSKEY | MI | 49770 | N/A | PC | GENERAL | $200 |
| RONALD MCDONALD HOUSE | |||||||
| 110 NORTH CARPENTER STREET | CHICAGO | IL | 60607 | N/A | PC | GENERAL | $5,044 |
| SHEPHERD CENTER | |||||||
| 2020 PEACHTREE RD NW | ATLANTA | GA | 30309 | N/A | PC | GENERAL | $1,000 |
| STUDENT MOBILIZATION | |||||||
| 950 CARSON COVE 112 | CONWAY | AR | 72034 | N/A | PC | GENERAL | $7,180 |
| THE DURHAM HERITAGE MUSEUM | |||||||
| 801 S 10TH ST | OMAHA | NE | 68108 | N/A | PC | GENERAL | $5,000 |
| THE EPOCH TIMES | |||||||
| 229 W 28TH ST | NEW YORK | NY | 10001 | N/A | PC | GENERAL | $250 |
| THE HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVENUE NE | WASHINGTON | DC | 20002 | N/A | PC | GENERAL | $100 |
| THE LEADERSHIP INSTITUTE | |||||||
| 1101 N HIGHLAND ST | ARLINGTON | VA | 22201 | N/A | PC | GENERAL | $3,000 |
| THE SCHENCK SCHOOL | |||||||
| 282 MT PARAN RD NW | ATLANTA | GA | 30327 | N/A | PC | GENERAL | $22,140 |
| THE WALL OF HONOR | |||||||
| PO BOX 248 | ENID | OK | 73702 | N/A | PC | GENERAL | $25,000 |
| THOMAS MORE SOCIETY | |||||||
| 4675 N SHALLOWFORD RD | ATLANTA | GA | 30338 | N/A | PC | GENERAL | $4,000 |
| TINMAN MINISTRIES | |||||||
| 2926A FOSTER CREIGHTON DR | NASHVILLE | TN | 37204 | N/A | PC | GENERAL | $18,540 |
| TUSKEGEE AIRMEN NATIONAL HISTORY MUSEUM | |||||||
| 1616 CHAPPIE JAMES AVE | TUSKEGEE | AL | 36083 | N/A | PC | GENERAL | $1,500 |
| UNITED WE PLEDGE | |||||||
| 1568 S RIVER RD | SAINT GEORGE | UT | 84790 | N/A | PC | GENERAL | $250 |
| US JUSTICE FOUNDATION | |||||||
| 41810 NORTH VENTURE DR BUILDING F | PHOENIX | AZ | 85086 | N/A | PC | GENERAL | $100 |
| USGA | |||||||
| 77 LIBERTY CORNER RD | LIBERTY CORNER | NJ | 07938 | N/A | PC | GENERAL | $500 |
| VANDERBILT UNIVERSITY | |||||||
| 2201 WEST END AVE | NASHVILLE | TN | 37235 | N/A | PC | GENERAL | $61,968 |
| VOTER INFORMATION PROJECT | |||||||
| 401 REXROAD PL | BELLEVUE | NE | 68005 | N/A | PC | GENERAL | $500 |
| WALK AWAY FOUNDATION | |||||||
| 441 NORTH LEE STREET STE 100 | ALEXANDRIA | VA | 22314 | N/A | PC | GENERAL | $3,500 |
| WELLNESS FORUM FOUNDATION | |||||||
| 510 E WILSON BRIDGE ROAD | WORTHINGTON | OH | 43085 | N/A | PC | GENERAL | $500 |
| WEST POINT AOG | |||||||
| 698 MILLS RD | WEST POINT | NY | 10996 | N/A | PC | GENERAL | $15,000 |
| WINDEMERE VOLUNTEER FIRE DEPT | |||||||
| 3050 CROSSWINDS | ALEXANDER CITY | AL | 35010 | N/A | PC | GENERAL | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $380,569 | 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 | $1,848 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,278 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $152,197 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $204,323 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $204,323 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY CL A | $1,727,380 | $2,665,020 |
| CAPITAL WORLD GROWTH & INCOME FUND | $616,724 | $739,641 |
| DODGE & COX INCOME FUND | $557,257 | $499,649 |
| DODGE & COX STOCK FUND | $244,681 | $305,361 |
| JPMORGAN CHASE & CO | $50,690 | $239,710 |
| PRINCIPAL INV REAL ESTATE FD | $77,929 | $98,069 |
| TRIBUTARY SM COMPANY FUND INST | $192,665 | $206,636 |
| EATON VANCE GROWTH TR ATLANTA | $537,321 | $636,766 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $13,063 | Amt |
| Net Investment Income | $13,063 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| ROBERT JULIAN | |||
| 13525 PAUL CIRCLE | OMAHA | NE | 68154 |
| CAROLE JULIAN | |||
| 13525 PAUL CIRCLE | OMAHA | NE | 68154 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $7,382 | $0 | $0 |
| FOREIGN TAXES | $968 | $968 | $0 |
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