RICHARD P KIMMEL AND LAURINE KIMMEL CHARITABLE FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD P KIMMEL AND LAURINE KIMMEL CHARITABLE FOUNDATION INC (EIN 36-3617581)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-11
- IRS object ID
- 201531319349101343
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-11T12:05:08-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470350235 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCKLEY & SITZMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3901 NORMAL BLVD STE 100 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 685065200 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363617581 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD P & LAURINE KIMMEL | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 4024751797 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8555 EXECUTIVE WOODS DRIVE | AddressLine1Txt |
| Address Line2 | ROOM/SUITE 600 | AddressLine2Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68512 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERNEST L WEYENETH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4024751797 | PhoneNum |
| Signature | 2015-05-08 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KYLE L SITZMAN CPA | PreparerPersonNm |
| PTIN | P00767944 | PTIN |
| Phone | 4024847676 | PhoneNum |
| Preparation | 2015-05-08 | PreparationDt |
| 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 | $24,928,615 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $52,555 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $52,555 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $859,477 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $859,477 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $771 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,350,884 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $771 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $912,803 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $912,803 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $141,750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $70,875 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $70,875 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $106,355 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $35,416 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $70,939 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,646 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $665 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,981 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,481 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,444 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,094 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $309 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,785 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $31,086 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,028 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,058 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $25,982 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $25,982 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $19,419 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $9,710 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $9,709 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,346 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,346 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $123,250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,186 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $96,064 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $477,853 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $194,652 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $283,201 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,755,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,755,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,233,553 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $194,652 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,038,901 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,320,750 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $718,151 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $70,166 | CashBOYAmt |
| Cash EOY | $150,795 | CashEOYAmt |
| Cash EOYFMV | $150,795 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,906,319 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,308,093 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,308,093 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $100,000 | OtherNtsAndLoansRcvblBOYAmt |
| Prepaid Expenses BOY | $2,540 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $15,662,099 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,727,968 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,928,727 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $753,144 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $502,807 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $523,378 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $489,869 | OtherInvestmentsBOYAmt |
| Land Bldg Equip Cost Or Other Bss | $1,017,622 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $409,133 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $634,471 | LandBOYAmt |
| Land EOY | $608,489 | LandEOYAmt |
| Land EOYFMV | $1,017,622 | LandEOYFMVAmt |
| Total Assets BOY | $21,618,608 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,298,152 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,928,615 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $294 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $294 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $21,618,608 | UnrestrictedBOYAmt |
| Unrestricted EOY | $20,297,858 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,618,608 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,297,858 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,618,608 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,298,152 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,618,608 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,320,750 | ExcessRevenueOverExpensesAmt |
| Subtotal | $20,297,858 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $20,297,858 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | STIFEL 9223 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2005-07-01 | AcquiredDt |
| Sold | 2015-07-01 | SoldDt |
| Gross Sales Price | $6,350,884 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,350,113 | CostOrOtherBasisAmt |
| Gain Or Loss | $771 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $771 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $771 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $946,472 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $22,060,940 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042903 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,064,966 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $21,192,904 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.380550 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,567,462 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $21,626,138 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.072480 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $800,066 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $20,889,642 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038300 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,179,518 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $18,392,988 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064129 | DistributionYr5Rt |
| Total Distribution | 0.598362 | TotalDistributionRt |
| Average Distribution | 0.119672 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,674,831 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,234,854 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,182 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,242,036 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,038,901 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,363 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,363 | SubtotalAmt |
| Tax Based On Investment Income | $14,363 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,350 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,350 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $192 | EsPenaltyAmt |
| Tax Due | $10,205 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Section508e Rqr Satisfied | false | 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 | KIMMELORCHARD.COM | WebsiteAddressTxt |
| Individual With Books | KYLE L SITZMAN CPA | IndividualWithBooksNm |
| Phone | 4024847676 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3901 NORMAL BLVD | AddressLine1Txt |
| Address Line2 | SUITE 100 | AddressLine2Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68506 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ERNEST L WEYENETH | ||||||||
| 8555 EXECUTIVE WOODS DR 600 | LINCOLN | NE | 68512 | PRESIDENT | 20.00 | $141,750 | $0 | $0 |
| PATRICIA HOLMES | ||||||||
| 153 S 56TH ROAD | NEBRASKA CITY | NE | 68410 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| TYLER CROWNOVER | ||||||||
| 80 S ROAD | UNADILLA | NE | 68454 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| WILLIAM CARROLL | ||||||||
| 1115 3RD AVENUE | NEBRASKA CITY | NE | 68410 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| LEN WEYENETH | ||||||||
| 8555 EXECUTIVE WOODS DR 600 | LINCOLN | NE | 68508 | DIRECTOR | 10.00 | $0 | $0 | $0 |
| 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 | $18,234,587 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $114,632 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $610,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,959,219 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $18,959,219 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $284,388 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,674,831 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $933,742 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $933,742 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,363 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,363 | TotalTaxAmt |
| Distributable Before Adj | $919,379 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $919,379 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $919,379 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,038,901 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,038,901 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,038,901 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $919,379 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $131,647 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $504,819 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,022,011 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $7,658,477 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,038,901 | QualifyingDistributionsAmt |
| Applied To Current Year | $919,379 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,119,522 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,777,999 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $131,647 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,646,352 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $504,819 | ExcessFromYear3Amt |
| Excess From Year2 | $7,022,011 | ExcessFromYear2Amt |
| Excess From Current Year | $1,119,522 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | APPLICATION'S ARE TO BE SUBMITTED PER THE ATTACHED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 31, JUNE 30, SEPTEMBER 30, DECEMBER 31 | SubmissionDeadlinesTxt |
| Restrictions On Awards | RESTRICTIONS ARE PER THE ATTACHED STATEMENTS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHMENT | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS ADDRESSES | AddressLine1Txt |
| City | VARIOUS CITIES | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PUBLIC CHARITY | GrantOrContributionPurposeTxt |
| Amt | $1,755,700 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,755,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,555 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $859,477 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $771 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $912,803 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $912,803 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $13,925 | Amt |
| Net Investment Income | $3,481 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,444 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DEPRECIATION | PropertyDesc |
| Current Year Expense | $25,982 | CurrentYearExpenseAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PER ATTACHMENT | BondNm |
| EOY Book Value | $502,807 | EOYBookValueAmt |
| EOYFMV | $523,378 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PER ATTACHMENT | StockNm |
| EOY Book Value | $17,727,968 | EOYBookValueAmt |
| EOYFMV | $21,928,727 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ATLAS PIPELINE PARTNERS PTP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $1,017,622 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $409,133 | AccumulatedDepreciationAmt |
| Book Value | $608,489 | BookValueAmt |
| EOYFMV | $1,017,622 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | VARIOUS ATTORNEYS | CategoryTxt |
| Legal Fees | $6,646 | LegalFeesAmt |
| Net Investment Income | $665 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,981 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (19 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| ADVERTISING | $1,667 | $1,667 | |
| ARTIST STIPENDS-NET | $12,558 | $12,558 | |
| CLEANING SERVICES | $4,698 | $4,698 | |
| COMPUTER SUPPLIES & SERVICE | $6,735 | $5,051 | $1,684 |
| CUSTODIAL FEES | $6,602 | $6,602 | |
| DIRECTORS FEES | $10,000 | $6,000 | $4,000 |
| DUES & SUBSCRIPTIONS | $3,338 | $1,669 | $1,669 |
| INSURANCE | $10,348 | $6,209 | $4,139 |
| MEALS AND ENTERTAINMENT | $5,027 | $4,524 | $503 |
| OFFICE SUPPLIES | $9,730 | $8,757 | $973 |
| POSTAGE | $765 | $665 | $100 |
| MAINTENANCE | $8,441 | $8,441 | |
| SEMINARS | $1,448 | $1,448 | |
| SUPPLIES | $1,836 | $1,836 | |
| UTILITIES | $18,791 | $11,275 | $7,516 |
| WEBSITE | $629 | $629 | |
| OTHER | $2,671 | $2,671 | |
| CAPITAL SUPPLIES | $17,966 | $17,966 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAXES WITTHELD | Desc |
| EOY Book Value | $294 | EOYBookValueAmt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RECEIVABLE FROM KOV | BusinessNameLine1Txt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | VARIOUS | CategoryTxt |
| Amt | $3,094 | Amt |
| Net Investment Income | $309 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,785 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE | $10,969 | $10,969 | |
| OTHER/PAYROLL | $20,117 | $10,059 | $10,058 |
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