HERBERT T WESTON JR & MARIAN S WESTON FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HERBERT T WESTON JR & MARIAN S WESTON FOUNDATION (EIN 47-0825494)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-09-08
- IRS object ID
- 201402519349100305
- Schema version
- 2013v3.0
- 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 Land Schedule2
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-09-08T09:58:45-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1248 O STREET SUITE 500 | AddressLine1 |
| City | LINCOLN | City |
| State | NE | State |
| ZIP Code | 68508 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | Marian S Weston Foundation | BusinessNameLine2 |
| 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 Street No | AddressLine1 |
| Address Line2 | 500 | AddressLine2 |
| City | Lincoln | City |
| State | NE | State |
| ZIP Code | 68508 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Katharine W Cohen | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 4024799300 | PhoneNum |
| Signature | 2014-08-21 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $802,902 | 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 | $2,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,792 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,792 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,634 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,634 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $337 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $337 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$12,334 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,595 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $40,671 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $15,168 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,763 | 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 | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,937 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,937 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,575 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,490 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $477 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $477 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $10,304 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,304 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,793 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,708 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $57,293 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,708 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$42,125 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,679 | CashBOYAmt |
| Cash EOY | $2,416 | CashEOYAmt |
| Cash EOYFMV | $2,416 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $113,850 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,490 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,490 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $259,502 | CorporateStockBOYAmt |
| Corporate Stock EOY | $303,051 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $453,922 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $58,467 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $48,167 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $51,686 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $411,194 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $477 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $405,468 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $410,717 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $259,749 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,639 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,229 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,229 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $840,966 | TotalAssetsBOYAmt |
| Total Assets EOY | $798,841 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $802,902 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $840,966 | CapitalStockBOYAmt |
| Capital Stock EOY | $798,841 | 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 | $840,966 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $798,841 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $840,966 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $798,841 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $840,966 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$42,125 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $798,841 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $798,841 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Sale of Publicly Traded Securities | $1,047 | $3,473 | -$2,426 | -$2,426 |
| Sale of Publicly Traded Securities | $39,624 | $38,793 | $831 | $831 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,595 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $30,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $772,208 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038850 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $28,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $703,590 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040507 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $26,522 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $635,097 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041761 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $26,600 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $675,440 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039382 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $26,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $598,269 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043459 | DistributionYr5Rt |
| Total Distribution | 0.203959 | TotalDistributionRt |
| Average Distribution | 0.040792 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $790,799 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $32,258 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $32,258 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $37,500 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | 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 | 0 | 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 | AddressLine1 |
| City | Lincoln | City |
| State | NE | State |
| ZIP Code | 68508 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | ||||||||
| 7004 Beauford Drive | Austin | TX | 78750 | 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 | $450,311 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $90,840 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $261,691 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $802,842 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $802,842 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,043 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $790,799 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,540 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,540 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $39,540 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,540 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,540 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $37,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $37,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,540 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $37,442 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $37,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $37,442 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $58 | 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 | $39,482 | 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 | AddressLine1 |
| City | Beatrice | City |
| State | NE | State |
| ZIP Code | 68310 | ZIPCode |
| 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/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Beatrice Cemetery Assoc Tree Fund | |||||||
| 408 N 33rd St | Beatrice | NE | 68310 | None | 501(c)(13) | Tree planting and tree care | $1,000 |
| Beatrice Humane Society | |||||||
| PO Box 646 | Beatrice | NE | 68310 | None | 501(c)(3) | General Purpose | $5,000 |
| Beatrice Library Association | |||||||
| 100 N 16th | Beatrice | NE | 68310 | None | 501(c)(3) | General Purpose | $2,500 |
| Community Players Inc | |||||||
| PO Box 116 Ella St | Beatrice | NE | 68310 | None | 501(c)(3) | Theatre Awareness | $1,500 |
| Epona Horse Rescue | |||||||
| 20100 SW 114th St | Crete | NE | 68333 | None | 501(c)(3) | General Purpose | $2,000 |
| Fontenelle Forest | |||||||
| 1111 North Bellevue Blvd | Bellevue | NE | 68005 | None | 501(c)(3) | Raptor Recovery | $3,000 |
| Gage County Historical Society | |||||||
| PO Box 793 | Beatrice | NE | 68310 | None | 501(c)(3) | General Purpose | $3,500 |
| Humane Society of Callaway Cnty KY CO Tom Ewing | |||||||
| PO Box 764 | Murray | KY | 42071 | None | 501(c)(3) | General Purpose | $5,000 |
| Main Street Beatrice | |||||||
| 205 N 4th St | Beatrice | NE | 68310 | None | 501(c)(3) | General Purpose | $1,500 |
| Olson Brothers Family Foundation | |||||||
| PO Box 1317 | Hastings | NE | 68902 | None | 501(c)(3) | General Purpose | $500 |
| Spring Creek Prairie Audubon Center | |||||||
| 11700 SW 100th St PO Box 117 | Denton | NE | 68339 | None | 501(c)(3) | Educational and Environmental Programs | $4,000 |
| University of Nebraska Foundation | |||||||
| 1010 Lincoln Mall | Lincoln | NE | 68508 | None | 501(c)(3) | The Center for Digital Research in the Humanities Excellence Fund | $5,000 |
| Wildlife Rescue Team | |||||||
| PO Box 80127 | Lincoln | NE | 69501 | None | 501(c)(3) | Appreciation of Volunteers on Behalf of Wildlife | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,500 | 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 | $3,792 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,634 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$12,334 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,595 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $497 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $497 | 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 | $1,500 | Amt |
| Net Investment Income | $1,500 | 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 | SL | 7.000000000000 | $477 | $477 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Southwestern Bell Tel Debentrues - Donated | $10,560 | $10,627 |
| Valmont Industries - Purchased | $10,330 | $11,883 |
| Ford Motor Company Debentures - Purchased | $27,277 | $29,176 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (60 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Altria Group - Donated | $652 | $3,145 |
| Chevron Corp - Donated | $2,733 | $6,527 |
| Cisco Systems - Donated | $1,200 | $4,970 |
| Emerson Electric - Donated | $1,197 | $2,323 |
| General Electric - Donated | $1,766 | $2,575 |
| Johnson and Johnson - Donated | $2,599 | $5,231 |
| Level 3 Communications - Donated | $1,080 | $878 |
| Medtronics - Donated | $2,535 | $3,188 |
| Medtronics - Purchased | $3,528 | $6,376 |
| Microsoft - Donated | $2,844 | $4,170 |
| Microsoft - Purchased | $5,830 | $8,340 |
| Nike - Donated | $3,065 | $7,755 |
| Pepsico - Donated | $1,970 | $4,467 |
| Phillip Morris International Inc - Donated | $1,499 | $6,323 |
| Proctor and Gamble - Donated | $2,785 | $3,930 |
| Qualcomm Inc - Donated | $2,926 | $5,940 |
| Stryker Corp - Donated | $3,121 | $4,216 |
| Target - Donated | $2,693 | $5,795 |
| 3M Corp - Donated | $2,652 | $5,013 |
| United Technologies - Donated | $2,313 | $5,772 |
| Wells Fargo & Co - Purchased | $2,450 | $5,256 |
| Altria Group - Purchased | $4,534 | $9,437 |
| Nextera Energy Inc - Purchased | $4,698 | $10,248 |
| Intel Corp - Purchased | $5,827 | $9,270 |
| Johnson and Johnson - Purchased | $7,802 | $10,462 |
| McDonalds Corp - Purchased | $7,844 | $10,074 |
| Merck & Co - Purchased | $10,979 | $17,355 |
| Pepsico - Purchased | $3,125 | $4,467 |
| Schlumberger Ltd - Purchased | $6,368 | $11,795 |
| Stryker Corp - Purchased | $1,329 | $2,108 |
| Verizon Communications - Purchased | $6,440 | $9,786 |
| Wal Mart Stores Inc - Purchased | $12,106 | $15,014 |
| Emerson Electric - Purchased | $8,479 | $10,949 |
| Proctor and Gamble - Purchased | $3,053 | $3,929 |
| 3M Corp - Purchased | $3,259 | $5,730 |
| Royal Dutch Shell - Purchased | $6,849 | $8,237 |
| JP Morgan Chase & Co - Purchased | $8,809 | $11,524 |
| United Parcel Svc Inc - Purchased | $5,210 | $7,700 |
| Disney - Purchased | $4,212 | $8,574 |
| Johnson Controls Inc - Purchased | $6,698 | $9,986 |
| ConocoPhillips - Purchased | $7,865 | $12,860 |
| T Rowe Price Group Inc - Purchased | $5,777 | $8,441 |
| Express Scripts Holding Co - Purchased | $5,445 | $6,933 |
| Caterpillar Inc - Purchased | $6,803 | $8,150 |
| General Electric - Purchased | $7,760 | $10,565 |
| United Technologies - Purchased | $3,683 | $5,773 |
| Qualcomm Inc - Purchased | $4,316 | $5,940 |
| Mondelez International Inc - Purchased | $3,519 | $6,582 |
| BP PLC Spon ADR - Purchased | $8,620 | $10,550 |
| Blackrock Inc Com - Purchased | $6,436 | $11,186 |
| Cisco Systems - Purchased | $3,843 | $4,970 |
| Eaton Corp Com - Purchased | $12,279 | $15,436 |
| Apple Inc - Purchased | $13,099 | $16,262 |
| Union Pacific - Purchased | $11,567 | $14,963 |
| Wells Fargo & Co - Purchased | $8,848 | $10,512 |
| Chevron Corp - Purchased | $5,631 | $6,528 |
| Phillip Morris International Inc - Purchased | $3,935 | $4,216 |
| Target Corp - Purchased | $5,721 | $5,795 |
| Google Inc - Purchased | $5,190 | $5,752 |
| Mastercard Inc - Purchased | $3,655 | $3,673 |
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 | $477 | AccumulatedDepreciationAmt |
| Book Value | $5,249 | 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 | $10,000 | BookValueAmt |
| EOYFMV | $10,639 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Post office box | $54 | $54 | $0 |
| Bank fees | $10 | $10 | $0 |
| Spraying, mowing, & tree removal | $7,840 | $7,840 | $0 |
| Contract labor | $2,400 | $2,400 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Trustee fees | CategoryTxt |
| Amt | $4,937 | Amt |
| Net Investment Income | $4,937 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign tax | $59 | $59 | $0 |
| Excise tax | $85 | $0 | $0 |
| Real estate tax | $2,431 | $2,431 | $0 |
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