DUNCAN FAMILY TRUST: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
DUNCAN FAMILY TRUST (EIN 20-0905873)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-12
IRS object ID
201511329349101346
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-12T10:12:20-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BKD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11248 O STREET STE 1040AddressLine1Txt
CityLINCOLNCityNm
State AbbreviationNEStateAbbreviationCd
ZIP685081461ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200905873EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DUNCAN FAMILY TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% CINDY MORRISInCareOfNm
Business Name ControlDUNCBusinessNameControlTxt
Phone4024752611PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 81887AddressLine1Txt
Address Line2SuiteAddressLine2Txt
CityLINCOLNCityNm
State AbbreviationNEStateAbbreviationCd
ZIP68501ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCINDY MORRISPersonNm
Person TitleOFFICERPersonTitleTxt
Phone4024752611PhoneNum
Signature2015-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKRISTIN TYNONPreparerPersonNm
PTINP01063388PTIN
Phone4024752611PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$151,752FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$211,000ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$211,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,045AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,045AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$321OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$321OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,366TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,366TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$65,464ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$65,464ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$66,830TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$66,830TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$144,170ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$7,582CashBOYAmt
Cash EOY$151,752CashEOYAmt
Cash EOYFMV$151,752CashEOYFMVAmt
Total Assets BOY$7,582TotalAssetsBOYAmt
Total Assets EOY$151,752TotalAssetsEOYAmt
Total Assets EOYFMV$151,752TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$7,582RetainedEarningBOYAmt
Retained Earning EOY$151,752RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,582TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$151,752TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,582TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$151,752TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,582TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$144,170ExcessRevenueOverExpensesAmt
Subtotal$151,752SubtotalAmt
Tot Net Ast Or Fund Balances EOY$151,752TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$55,846AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$17,176NetVlNoncharitableAssetsYr1Amt
Distribution Yr13.251397DistributionYr1Rt
Adjusted Qlfy Distri Yr2$50,296AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$8,233NetVlNoncharitableAssetsYr2Amt
Distribution Yr26.109073DistributionYr2Rt
Adjusted Qlfy Distri Yr3$44,080AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$10,051NetVlNoncharitableAssetsYr3Amt
Distribution Yr34.385633DistributionYr3Rt
Adjusted Qlfy Distri Yr4$35,775AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$8,323NetVlNoncharitableAssetsYr4Amt
Distribution Yr44.29833DistributionYr4Rt
Adjusted Qlfy Distri Yr5$50,295AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$10,754NetVlNoncharitableAssetsYr5Amt
Distribution Yr54.676864DistributionYr5Rt
Total Distribution22.721297TotalDistributionRt
Average Distribution4.544259AverageDistributionRt
Net Vl Noncharitable Assets$20,009NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$90,926AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$90,926AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$66,830QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Subtotal$0SubtotalAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CINDY MORRISBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4024752611PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 81887AddressLine1Txt
CityLINCOLNCityNm
State AbbreviationNEStateAbbreviationCd
ZIP68501ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
J ROBERT DUNCAN
PO BOX 81887LINCOLNNE68501VICE PRESIDENT0$0$0$0
D TODD DUNCAN
PO BOX 81887LINCOLNNE68501MEMBER AT LARGE0$0$0$0
CINDY MORRIS
PO BOX 81887LINCOLNNE68501TREASURER0$0$0$0
KAREN K DUNCAN
PO BOX 81887LINCOLNNE68501SECRETARY0$0$0$0
CONNIE DUNCAN
PO BOX 81887LINCOLNNE68501PRESIDENT0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$20,314AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$20,314TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$20,314AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$305CashDeemedCharitableAmt
Net Vl Noncharitable Assets$20,009NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,000MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,000MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$1,000DistributableBeforeAdjAmt
Distributable Before Ded$1,000DistributableBeforeDedAmt
Distributable As Adjusted$1,000DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$66,830ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$66,830QualifyingDistributionsAmt
Adjusted Qualifying Distri$66,830AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,000DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$49,757ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$35,359ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$42,427ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$49,634ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$54,987ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$232,164TotalExcessDistributionCyovAmt
Qualifying Distributions$66,830QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$1,000AppliedToCurrentYearAmt
Remaining Distri From Corpus$65,830RemainingDistriFromCorpusAmt
Total Corpus$297,994TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$49,757ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$248,237ExcessDistriCyovToNextYrAmt
Excess From Year4$35,359ExcessFromYear4Amt
Excess From Year3$42,427ExcessFromYear3Amt
Excess From Year2$49,634ExcessFromYear2Amt
Excess From Year1$54,987ExcessFromYear1Amt
Excess From Current Year$65,830ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Boys and Girls Club
PO Box 22344LincolnNE68542NONEPCGENERAL$5,000
Boy Scouts of America
600 S 120th StWaltonNE68461NONEPCGENERAL$1,000
MUSEUM OF NEBRASKA ART
2401 CENTRAL AVEKEARNEYNE68847NONEPCGENERAL$2,500
CRANE TRUST
9325 SOUTH ALDA ROADWOOD RIVERNE68883NONEPCGENERAL$1,500
JUNIOR ACHIEVEMENT
285 S 68TH ST PLACE SUITE 508LINCOLNNE68510NONEPCGENERAL$1,000
COMMUNITY CROPS
1551 S 2ND STLINCOLNNE68502NONEPCGENERAL$2,000
FOOD BANK OF LINCOLN
4840 DORIS BAIR CIRCLE SUITE ALINCOLNNE68504NONEPCGENERAL$4,000
BRIGHT LIGHTS INC
5561 S 48TH STREET SUITE 220LINCOLNNE68516NONEPCGENERAL$1,500
LINCOLN COMMUNITY FOUNDATION
215 CENTENNIAL MALL S STE 100LINCOLNNE68508NONEPCGENERAL$11,852
CHEFF THERAPUETIC RIDING CENTER
8450 N 43RD STAUGUSTAMI49012NONEPCGENERAL$500
NET FOUNDATION FOR RADIO
1800 N 33RD STLINCOLNNE68503NONEPCGENERAL$2,500
CENTURY CLUB CHARITIES
576 HIGHLAND COLONY PKWY SUITE 110RIDGELANDMS39157NONEPCGENERAL$3,000
FRIENDSHIP HOME
PO BOX 85358LINCOLNNE685015358NONEPCGENERAL$5,000
NEBRASKA WESLEYAN UNIVERSITY
5000 ST PAUL AVENUELINCOLNNE685042794NONEPCGENERAL$11,112
UNITED WAY OF LINCOLN
238 S 13TH STLINCOLNNE68508NONEPCGENERAL$10,000
SOUTHEAST COMMUNITY COLLEGE EDUCATIONAL FOUNDATION
8800 O STLINCOLNNE68520NONEPCGENERAL$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$65,464TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp
Div And Int From Sec Part VIIDivAndIntFromSecPartVIIGrp
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp
Subtotals Incm Producing ActySubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDUNCAN AVIATIONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 81887AddressLine1Txt
CityLINCOLNCityNm
State AbbreviationNEStateAbbreviationCd
ZIP68501ZIPCd
FieldValueIRS element (for citing)
Total Contributions$211,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,045Amt
Disbursements Charitable Prps$1,045DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescWEBSITE DESIGNDesc
Revenue And Expenses Per Books$321RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$321DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.