ROBERT J KUTAK FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT J KUTAK FOUNDATION (EIN 47-0652086)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-09
- IRS object ID
- 201421299349101732
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-09T15:17:43-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 476097913 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEIM JOHNSON LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18081 BURT STREET SUITE 200 | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 680224722 | 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 | 470652086 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT J KUTAK FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 4023466000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 FARNAM STREET | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68102 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICKI L YOUNG | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4023466000 | PhoneNum |
| Signature | 2014-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BEN J MILLER | PreparerPersonNm |
| PTIN | P00781894 | PTIN |
| Phone | 4023302660 | 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 | $353,799 | 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 | $8,750 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,927 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,927 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,099 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $125,739 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,099 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $34 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $34 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $32,816 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,066 | 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 | $1,394 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $697 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $697 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,860 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,860 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $425 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $125 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,679 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,682 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $697 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,679 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,682 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,697 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,863 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,384 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,354 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,625 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,625 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $225,599 | CorporateStockBOYAmt |
| Corporate Stock EOY | $208,892 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $242,026 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $92,671 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $95,244 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $97,148 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $331,624 | TotalAssetsBOYAmt |
| Total Assets EOY | $318,761 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $353,799 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $331,624 | UnrestrictedBOYAmt |
| Unrestricted EOY | $318,761 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $331,624 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $318,761 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $331,624 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $318,761 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $331,624 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,863 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $318,761 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $318,761 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BERNSTEIN GLOBAL WEALTH - PUBLICLY TRADED SECURITES | P | 2012-07-01 | 2013-12-31 | $57,184 | $53,035 | $4,149 | $4,149 |
| BERNSTEIN GLOBAL WEALTH - PUBLICLY TRADED SECURITES | P | 2013-07-01 | 2013-12-31 | $68,044 | $55,605 | $12,439 | $12,439 |
| CAPITAL GAINS DIVIDENDS | P | $511 | $511 | $511 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,099 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $20,715 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $315,723 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.065611 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $91,439 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $353,470 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.258690 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $78,016 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $418,542 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.186399 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $99,275 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $428,431 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.231718 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $146,647 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $642,495 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.228246 | DistributionYr5Rt |
| Total Distribution | 0.970664 | TotalDistributionRt |
| Average Distribution | 0.194133 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $336,674 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $65,360 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $194 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $65,554 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $40,697 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $388 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $388 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $388 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $280 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $280 | TotalPaymentsAndCreditsAmt |
| Tax Due | $108 | 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 | HAROLD L ROCK | IndividualWithBooksNm |
| Phone | 4023466000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 FARNAM STREET | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68102 | 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD L WEILL | ||||||||
| 453 COOK STREET | DENVER | CO | 80206 | DIRECTOR & PRESIDENT | 1.00 | $0 | $0 | $0 |
| PATRICK A RAY | ||||||||
| 8601 NORTH SCOTTSDALE ROAD STE 300 | SCOTTSDALE | AZ | 852532742 | DIRECTOR & VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| PATRICIA SCHUETT PETERSON | ||||||||
| 1650 FARNAM STREET | OMAHA | NE | 681022186 | DIRECTOR & VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| HAROLD L ROCK | ||||||||
| 1650 FARNAM STREET | OMAHA | NE | 681022186 | DIRECTOR & CHAIR EMERITUS | 1.00 | $0 | $0 | $0 |
| VICKI L YOUNG | ||||||||
| 1650 FARNAM STREET | OMAHA | NE | 681022186 | TREASURER | 1.00 | $0 | $0 | $0 |
| DAVID L AMSDEN | ||||||||
| 303 PEACHTREE STREET NE | ATLANTA | GA | 30308 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES D ARUNDEL | ||||||||
| 1801 CALIFORNIA STREET STE 3100 | DENVER | CO | 802022626 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JO BASS | ||||||||
| 26842 ELK RUN ROAD | HOT SPRINGS | SD | 57747 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOSEPH A INGRISANO | ||||||||
| 1101 CONNECTICUT AVENUE NW STE 1000 | WASHINGTON | DC | 200364374 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN E MUSSELMAN | ||||||||
| 1650 FARNAM STREET | OMAHA | NE | 681022186 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JUDY A WEILL | ||||||||
| 453 COOK STREET | DENVER | CO | 80206 | DIRECTOR | 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 | $332,951 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,850 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $341,801 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $341,801 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,127 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $336,674 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,834 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,834 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $388 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $388 | TotalTaxAmt |
| Distributable Before Adj | $16,446 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,446 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,446 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,697 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $40,697 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $40,697 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,446 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $114,744 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $77,985 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $57,511 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $74,167 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,189 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $329,596 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $40,697 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,446 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $24,251 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $353,847 | 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 | $114,744 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $239,103 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $77,985 | ExcessFromYear4Amt |
| Excess From Year3 | $57,511 | ExcessFromYear3Amt |
| Excess From Year2 | $74,167 | ExcessFromYear2Amt |
| Excess From Year1 | $5,189 | ExcessFromYear1Amt |
| Excess From Current Year | $24,251 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HAROLD L ROCK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 FARNAM STREET | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4023466000 | RecipientPhoneNum |
| Form And Info And Materials | TYPEWRITTEN AND INCLUDE INFORMATION ON THE APPLICANT'S BACKGROUND AND USES TO WHICH THE FUNDS WOULD BE APPLIED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED AT ANY TIME. RESPONSES ARE USUALLY RECEIVED WITHIN 3 MOS OF APPLICATION. | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE IS GIVEN TO GRANTS THAT SUPPORT FINE ARTS OR SUPPORT EDUCATION AND TRAINING IN THE LEGAL PROFESSION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL LEGAL AID & DEFENDERS ASSOCIATION | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1140 CONNECTICUT AVE NW SUITE | AddressLine1 |
| Address Line2 | 9001140 CONNECTICUT AVE NW SUITE 90 | AddressLine2 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO FUND AWARDS FOR OUTSTANDING PERFORMANCE IN THE FIELD OF PROVIDING LEGAL AID TO THE POOR AND THE EXPENSES ASSOCIATED THEREWITH | GrantOrContributionPurposeTxt |
| Amt | $40,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,000 | 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 | $6,927 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,099 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $34 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $24,066 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,066 | 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 | JOHN A SELLON CHARITABLE RESIDUAL T | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 SCHOOL STREET | AddressLine1 |
| City | RYE | City |
| State | NY | State |
| ZIP Code | 10580 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX AND ACCOUNTING | CategoryTxt |
| Amt | $1,394 | Amt |
| Net Investment Income | $697 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $697 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $208,892 | EOYBookValueAmt |
| EOYFMV | $242,026 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BERNSTEIN INTERMEDIATE DURATION POTFOLIO | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $95,244 | BookValueAmt |
| EOYFMV | $97,148 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $34 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $34 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $34 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $3,860 | Amt |
| Net Investment Income | $3,860 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $300 | $0 | $0 |
| FOREIGN TAXES | $125 | $125 | $0 |
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