HERBERT T WESTON JR & MARIAN S WESTON FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HERBERT T WESTON JR & MARIAN S WESTON FOUNDATION (EIN 47-0825494)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-10-05
- IRS object ID
- 201512789349100106
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-05T15:40:25-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | 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 | 2014-07-01 | 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 Brian D Runge 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 | 2015-10-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brian Runge | PreparerPersonNm |
| PTIN | P00249573 | PTIN |
| Phone | 4024799300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $769,226 | 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 | $150,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,075 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,075 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,767 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,767 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $2,492 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $2,492 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$4,120 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $20,430 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $97,781 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,430 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $188,764 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,764 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $555 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $555 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| 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 | $4,535 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,535 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,208 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,188 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $818 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $818 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,538 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,538 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,184 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,164 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,684 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,164 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $135,080 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,600 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,416 | CashBOYAmt |
| Cash EOY | $6,058 | CashEOYAmt |
| Cash EOYFMV | $6,058 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $24,490 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,593 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,593 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $303,051 | CorporateStockBOYAmt |
| Corporate Stock EOY | $316,563 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $450,447 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $48,167 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $30,376 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $32,292 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $561,194 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $1,295 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $410,717 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $559,899 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $258,932 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $10,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,432 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,904 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,229 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,229 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $798,841 | TotalAssetsBOYAmt |
| Total Assets EOY | $933,921 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $769,226 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $798,841 | CapitalStockBOYAmt |
| Capital Stock EOY | $933,921 | 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 | $798,841 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $933,921 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $798,841 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $933,921 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $798,841 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $135,080 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $933,921 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $933,921 | 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 | $66,172 | $51,793 | $14,379 | $14,379 | |
| Sale of Publicly Traded Securities | $11,765 | $11,267 | $498 | $498 | |
| Sale of Publicly Traded Securities | $19,684 | $14,291 | $5,393 | $5,393 | |
| Capital Gains Dividends | $160 | $160 | $160 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,430 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $37,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $790,799 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047420 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $30,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $772,208 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038850 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $28,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $703,590 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040507 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $26,522 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $635,097 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041761 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $26,600 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $675,440 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039382 | DistributionYr5Rt |
| Total Distribution | 0.207920 | TotalDistributionRt |
| Average Distribution | 0.041584 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $879,676 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $36,580 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $246 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $36,826 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $39,500 | 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 | $246 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $246 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $246 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $246 | 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 | Brian D Runge | 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 | $515,120 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,011 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $342,941 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $893,072 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $893,072 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,396 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $879,676 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,984 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,984 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $246 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $246 | TotalTaxAmt |
| Distributable Before Adj | $43,738 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $43,738 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $43,738 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $39,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $246 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $39,254 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,738 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $39,482 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $39,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $39,482 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18 | 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 | $43,720 | 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 (13 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 | $1,500 |
| Epona Horse Rescue | |||||||
| 20100 SW 114th St | Crete | NE | 68333 | None | PC | General Purpose | $1,000 |
| 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 |
| 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 | $1,500 |
| Olson Brothers Family Foundation | |||||||
| PO Box 1317 | Hastings | NE | 68902 | None | PC | General Purpose | $1,000 |
| 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 | $39,500 | 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 | $3,075 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,767 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$4,120 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,430 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $32,152 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,152 | 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 | Herbert T Weston Jr Testamentary Tr | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 W Dodge Rd Suite 256 | AddressLine1Txt |
| City | Omaha | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $150,000 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1606 Dorsey Street, Beatrice, NE | NoncashPropertyDesc |
| Fair Market Value | $150,000 | FairMarketValueAmt |
| Received | 2014-07-12 | ReceivedDt |
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 (2 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 | $477 | SL | 7.000000000000 | $818 | $818 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Southwestern Bell Tel Debentrues - Donated | $0 | $0 |
| Valmont Industries - Purchased | $3,099 | $3,462 |
| Ford Motor Company Debentures - Purchased | $27,277 | $28,830 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (66 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Altria Group - Donated | $652 | $3,668 |
| Chevron Corp - Donated | $2,733 | $4,824 |
| Cisco Systems - Donated | $1,200 | $5,492 |
| Emerson Electric - Donated | $0 | $0 |
| General Electric - Donated | $1,766 | $2,604 |
| Johnson and Johnson - Donated | $2,599 | $4,873 |
| Level 3 Communications - Donated | $1,080 | $1,053 |
| Medtronics - Donated | $0 | $0 |
| Medtronics - Purchased | $0 | $0 |
| Microsoft - Donated | $2,844 | $4,415 |
| Microsoft - Purchased | $5,830 | $8,830 |
| Nike - Donated | $3,065 | $10,802 |
| Pepsico - Donated | $1,970 | $4,667 |
| Phillip Morris International Inc - Donated | $1,499 | $6,013 |
| Proctor and Gamble - Donated | $2,785 | $3,912 |
| Qualcomm Inc - Donated | $2,926 | $4,697 |
| Stryker Corp - Donated | $3,121 | $4,779 |
| Target - Donated | $2,693 | $8,163 |
| 3M Corp - Donated | $2,652 | $5,401 |
| United Technologies - Donated | $2,313 | $5,546 |
| Wells Fargo & Co - Purchased | $2,450 | $5,624 |
| Altria Group - Purchased | $4,534 | $11,005 |
| Nextera Energy Inc - Purchased | $0 | $0 |
| Intel Corp - Purchased | $5,827 | $9,125 |
| Johnson and Johnson - Purchased | $7,802 | $9,746 |
| McDonalds Corp - Purchased | $7,844 | $9,507 |
| Merck & Co - Purchased | $7,289 | $11,386 |
| Pepsico - Purchased | $3,125 | $4,667 |
| Schlumberger Ltd - Purchased | $6,368 | $8,619 |
| Stryker Corp - Purchased | $1,329 | $2,389 |
| Verizon Communications - Purchased | $6,440 | $9,322 |
| Wal Mart Stores Inc - Purchased | $12,106 | $14,186 |
| Emerson Electric - Purchased | $0 | $0 |
| Proctor and Gamble - Purchased | $3,053 | $3,912 |
| 3M Corp - Purchased | $3,259 | $6,172 |
| Royal Dutch Shell - Purchased | $6,849 | $5,701 |
| JP Morgan Chase & Co - Purchased | $8,809 | $13,552 |
| United Parcel Svc Inc - Purchased | $0 | $0 |
| Disney - Purchased | $4,212 | $11,414 |
| Johnson Controls Inc - Purchased | $6,698 | $9,906 |
| ConocoPhillips - Purchased | $7,865 | $9,211 |
| T Rowe Price Group Inc - Purchased | $5,777 | $7,773 |
| Express Scripts Holding Co - Purchased | $5,445 | $8,894 |
| Caterpillar Inc - Purchased | $0 | $0 |
| General Electric - Purchased | $7,760 | $10,681 |
| United Technologies - Purchased | $3,683 | $5,547 |
| Qualcomm Inc - Purchased | $4,316 | $4,697 |
| Mondelez International Inc - Purchased | $0 | $0 |
| BP PLC Spon ADR - Purchased | $0 | $0 |
| Blackrock Inc Com - Purchased | $11,153 | $17,299 |
| Cisco Systems - Purchased | $3,843 | $5,492 |
| Eaton Corp Com - Purchased | $12,217 | $13,498 |
| Apple Inc - Purchased | $13,099 | $21,949 |
| Union Pacific - Purchased | $11,567 | $14,306 |
| Wells Fargo & Co - Purchased | $8,848 | $11,248 |
| Chevron Corp - Purchased | $5,631 | $4,823 |
| Phillip Morris International Inc - Purchased | $3,935 | $4,008 |
| Target Corp - Purchased | $5,721 | $8,163 |
| Google Inc - Purchased | $5,176 | $5,205 |
| Mastercard Inc - Purchased | $7,448 | $9,348 |
| Level 3 Communications - Purchased | $3,319 | $4,214 |
| American Express Co - Purchased | $8,107 | $7,772 |
| Continental Resources, Inc - Purchased | $9,417 | $8,478 |
| Celgene Corp - Purchased | $11,834 | $11,574 |
| Biogen Inc - Purchased | $10,027 | $10,098 |
| Honeywell Intl Inc - Purchased | $10,653 | $10,197 |
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 | $1,295 | AccumulatedDepreciationAmt |
| Book Value | $4,431 | 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 | $10,432 | BookValueAmt |
| EOYFMV | $10,904 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal fees | CategoryTxt |
| Legal Fees | $555 | LegalFeesAmt |
| Net Investment Income | $555 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Post office box | $58 | $58 | $0 |
| Spraying, mowing, & tree removal | $760 | $760 | $0 |
| Contract labor | $2,720 | $2,720 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Trustee fees | CategoryTxt |
| Amt | $4,535 | Amt |
| Net Investment Income | $4,535 | 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 |
|---|---|---|---|
| Marian S Weston | |||
| 904 North 7th Street | Beatrice | NE | 68310 |
| Herbert T Weston Jr Testamentary Tr | |||
| 8401 W Dodge Rd Suite 256 | Omaha | NE | 68114 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign tax | $56 | $56 | $0 |
| Occupation tax | $20 | $0 | $0 |
| Real estate tax | $3,132 | $3,132 | $0 |
Comments