LELAND J AND DOROTHY H OLSON CHARITABLE FOUNTATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LELAND J AND DOROTHY H OLSON CHARITABLE FOUNTATION (EIN 47-0748772)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-09
- IRS object ID
- 201411299349101626
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-09T14:31:00-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470710889 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANCOCK & DANA PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12829 WEST DODGE ROAD 100 | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68154 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470748772 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LELAND J & DOROTHY H OLSON CHARITABLE | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION C/O HANCOCK & DANA PC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LELA | BusinessNameControlTxt |
| Phone | 4023911065 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12829 WEST DODGE ROAD 100 | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68154 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LELAND OLSON | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4023911065 | PhoneNum |
| Signature | 2014-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANET OSBORN | PreparerPersonNm |
| PTIN | P00283478 | PTIN |
| Phone | 4023911065 | 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 | $5,123,813 | 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 | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $67,819 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $67,819 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $117,201 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $401,945 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $117,201 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $134,314 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $134,314 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $319,340 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $319,340 | 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 | $4,753 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,665 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $850 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,418 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $461 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $478 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,598 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,598 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,762 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,059 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $225,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $225,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $265,762 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,059 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $225,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $53,578 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $291,281 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $68,737 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $134,249 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $134,249 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,436,880 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,424,946 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,989,564 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,505,617 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,559,195 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,123,813 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,508,894 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,562,472 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$3,277 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$3,277 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,505,617 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,559,195 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,505,617 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,559,195 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,505,617 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $53,578 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,559,195 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,559,195 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 500 ACTAVIS INC COM | P | 2013-10-01 | $72,000 | $43,629 | $28,371 | $28,371 | |
| 300 ISHARES LATIN AMERICAN 40 ETF | P | 2013-09-24 | $11,757 | $12,882 | -$1,125 | -$1,125 | 2012-10-02 |
| 100 VALMONT INDUSTRIES | P | 2013-10-10 | $13,160 | $14,574 | -$1,414 | -$1,414 | 2013-04-29 |
| 300 BHP BILLITON LTD SPONSORED ADR | P | 2013-09-24 | $20,124 | $20,367 | -$243 | -$243 | 2011-09-26 |
| 1500 EMC CORP COMMON | P | 2013-07-01 | $35,618 | $38,716 | -$3,098 | -$3,098 | |
| 200 ISHARES LATIN AMERICAN 40 ETF | P | 2013-09-24 | $7,838 | $9,002 | -$1,164 | -$1,164 | |
| 300 PERRIGO COMPANY COM | P | 2013-03-12 | $34,868 | $22,012 | $12,856 | $12,856 | 2011-02-11 |
| 200 3M CO COM | P | 2013-04-29 | $20,660 | $17,298 | $3,362 | $3,362 | 2007-12-11 |
| 200 ANADARKO PET CORP COM | P | 2013-07-01 | $17,524 | $4,231 | $13,293 | $13,293 | 2003-09-16 |
| 400 APACHE CORP COM | P | 2013-04-29 | $29,340 | $13,490 | $15,850 | $15,850 | 2003-09-16 |
| 200 APACHE CORP COM | P | 2013-07-01 | $16,746 | $6,745 | $10,001 | $10,001 | 2003-09-16 |
| 200 BHP BILLITON LTD SPONSORED ADR | P | 2013-09-24 | $13,416 | $14,988 | -$1,572 | -$1,572 | 2010-09-23 |
| 100 FEDEX CORP COM | P | 2013-07-01 | $9,950 | $6,884 | $3,066 | $3,066 | 2003-10-10 |
| 500 ISHARES LATIN AMERICAN 40 ETF | P | 2013-09-24 | $19,596 | $25,267 | -$5,671 | -$5,671 | |
| 50 MASTERCARD INC CL A | P | 2013-12-11 | $39,728 | $7,377 | $32,351 | $32,351 | 2007-09-21 |
| 500 PROCTER & GAMBLE CO COM | P | 2013-09-24 | $39,620 | $27,282 | $12,338 | $12,338 | 2005-06-10 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $117,201 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $240,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,905,974 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.061444 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $236,700 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,829,075 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.061816 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $246,303 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,610,810 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.068213 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $234,196 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,122,701 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.074998 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $294,479 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,337,913 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.067885 | DistributionYr5Rt |
| Total Distribution | 0.334356 | TotalDistributionRt |
| Average Distribution | 0.066871 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,397,486 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $294,064 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,913 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $296,977 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $225,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,826 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,826 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,826 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,240 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,240 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3,586 | 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 | HANCOCK DANA PC | IndividualWithBooksNm |
| Phone | 4023911065 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12829 WEST DODGE ROAD 100 | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68154 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID OLSON | ||||||||
| 12829 WEST DODGE ROAD 100 | OMAHA | NE | 68154 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KAREN OLSON | ||||||||
| 12829 WEST DODGE ROAD 100 | OMAHA | NE | 68154 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| NANCY OLSON | ||||||||
| 12829 WEST DODGE ROAD 100 | OMAHA | NE | 68154 | DIRECTOR | 0.00 | $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 | $4,404,004 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,449 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,464,453 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,464,453 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,967 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,397,486 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $219,874 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $219,874 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,826 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,826 | TotalTaxAmt |
| Distributable Before Adj | $214,048 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $214,048 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $214,048 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $225,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $225,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $225,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $214,048 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $78,625 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $78,837 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $67,156 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $46,759 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $46,938 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $318,315 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $225,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $214,048 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,952 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $329,267 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $78,625 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $250,642 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $78,837 | ExcessFromYear4Amt |
| Excess From Year3 | $67,156 | ExcessFromYear3Amt |
| Excess From Year2 | $46,759 | ExcessFromYear2Amt |
| Excess From Year1 | $46,938 | ExcessFromYear1Amt |
| Excess From Current Year | $10,952 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SALVATION ARMY TREE OF LIGHTS | |||||||
| 3612 CUMING STREET | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $15,000 |
| COMPLETELY KIDS | |||||||
| 2566 ST MARYS AVE | OMAHA | NE | 68105 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $40,000 |
| JUNIOR LEAGUE OF OMAHA | |||||||
| 608 N 108TH CT | OMAHA | NE | 68154 | N/A | PUBLIC CHARITY | GENERAL FUNDSGENERAL FUNDS | $20,000 |
| NEBRASKA HUMANE SOCIETY | |||||||
| 8929 FORT STREET | OMAHA | NE | 68134 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $50,000 |
| ABIDE NETWORK | |||||||
| 3335 FOWLER AVE | OMAHA | NE | 68111 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $15,000 |
| UNIVERSITY OF NEBRASKA FOUNDATION | |||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $10,000 |
| UNIVERSITY OF NEBRASKA FOUNDATION | |||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $50,000 |
| AMERICAN RED CROSS GREATER NY REGION HURRICANE SANDY | |||||||
| 520 WEST 49TH STREET | NEW YORK | NY | 10019 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $10,000 |
| YOUTH EMERGENCY SERVICES | |||||||
| 2679 FARNAM STREET | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $225,000 | 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 | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,819 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $134,314 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $117,201 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $319,340 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $319,340 | 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 | $3,665 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORP STOCK | StockNm |
| EOY Book Value | $2,424,946 | EOYBookValueAmt |
| EOYFMV | $4,989,564 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,753 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $27,598 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $27,598 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $134,314 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $134,314 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $134,314 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEES | CategoryTxt |
| Amt | $850 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $461 | $461 | $0 |
| EXCISE TAX | $2,957 | $0 | $0 |
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