RICHARD P KIMMEL AND LAURINE KIMMEL CHARITABLE FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD P KIMMEL AND LAURINE KIMMEL CHARITABLE FOUNDATION INC (EIN 36-3617581)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201441339349101119
- Schema version
- 2013v3.1
- 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
- Compensation Explanation
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- 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 | 2014-05-13T09:15:40-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCKLEY & SITZMAN LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3901 NORMAL BLVD STE 100 | AddressLine1 |
| City | LINCOLN | City |
| State | NE | State |
| ZIP Code | 685065200 | 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 | 363617581 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD P & LAURINE KIMMEL | BusinessNameLine1 |
| Business Name Line2 | CHARITABLE FOUNDATION INC | BusinessNameLine2 |
| 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 | AddressLine1 |
| Address Line2 | ROOM/SUITE 600 | AddressLine2 |
| City | LINCOLN | City |
| State | NE | State |
| ZIP Code | 68512 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERNEST L WEYENETH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4024751797 | PhoneNum |
| Signature | 2014-05-07 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KYLE L SITZMAN CPA | PreparerPersonNm |
| PTIN | P00767944 | PTIN |
| Phone | 4024847676 | PhoneNum |
| Preparation | 2014-05-07 | PreparationDt |
| 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 | $24,838,588 | 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 | $102,503 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $102,503 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $755,615 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $755,615 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,703 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,973,962 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $7,750 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,750 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $867,571 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $865,868 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $141,750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $28,350 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $113,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $115,054 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $17,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $98,054 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $13,569 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,469 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $10,100 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $814 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $814 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,455 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,760 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,695 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,296 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $321 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $975 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,168 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $25,992 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,191 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $17,803 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $7,121 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $10,682 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,762 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,762 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $100,545 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,705 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $88,840 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $448,208 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,940 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $346,322 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $600,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $600,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,048,358 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,940 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $946,472 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$180,787 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $790,928 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $73,019 | CashBOYAmt |
| Cash EOY | $70,166 | CashEOYAmt |
| Cash EOYFMV | $70,166 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,844,377 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,906,319 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,906,319 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $100,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl EOY | $100,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $100,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $2,540 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,540 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $15,996,038 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,662,099 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,509,917 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,223,089 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $753,144 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $793,899 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $489,869 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $438,125 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,017,622 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $383,151 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $660,454 | LandBOYAmt |
| Land EOY | $634,471 | LandEOYAmt |
| Land EOYFMV | $1,017,622 | LandEOYFMVAmt |
| Other Assets BOY | $2,426 | OtherAssetsBOYAmt |
| Total Assets BOY | $21,799,403 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,618,608 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,838,588 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $8 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $8 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $21,799,395 | UnrestrictedBOYAmt |
| Unrestricted EOY | $21,618,608 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,799,395 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,618,608 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,799,403 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,618,608 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,799,395 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$180,787 | ExcessRevenueOverExpensesAmt |
| Subtotal | $21,618,608 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $21,618,608 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,064,966 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $21,192,904 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.380550 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,567,462 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $21,626,138 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.072480 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $800,066 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $20,889,642 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038300 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,179,518 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,392,988 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064129 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $618,776 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $24,046,884 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.025732 | DistributionYr5Rt |
| Total Distribution | 0.581191 | TotalDistributionRt |
| Average Distribution | 0.116238 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $22,060,940 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,564,320 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,909 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,572,229 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $946,472 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,819 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,819 | SubtotalAmt |
| Tax Based On Investment Income | $15,819 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,200 | TotalPaymentsAndCreditsAmt |
| Tax Due | $6,619 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | 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 | AddressLine1 |
| Address Line2 | SUITE 100 | AddressLine2 |
| City | LINCOLN | City |
| State | NE | State |
| ZIP Code | 68506 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ERNEST L WEYENETH | ||||||||
| 1248 O STREET STE 792 | LINCOLN | NE | 68508 | PRESIDENT | 20.00 | $141,750 | $0 | $0 |
| PATRICIA HOLMES | ||||||||
| 153 S 56TH ROAD | NEBRASKA CITY | NE | 68410 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| TYLER CROWNOVER | ||||||||
| 80 S ROAD | UNADILLA | NE | 68454 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| WILLIAM CARROLL | ||||||||
| 1115 3RD AVENUE | NEBRASKA CITY | NE | 68410 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| LEN WEYENETH | ||||||||
| 1248 O STREET STE 792 | LINCOLN | NE | 68508 | DIRECTOR | 5.00 | $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 | $18,730,652 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,446,941 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $219,300 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,396,893 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $22,396,893 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $335,953 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,060,940 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,103,047 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,103,047 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,819 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,819 | TotalTaxAmt |
| Distributable Before Adj | $1,087,228 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,087,228 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,087,228 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $946,472 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $946,472 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $946,472 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,087,228 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $272,403 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $504,819 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,022,011 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,799,233 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $946,472 | QualifyingDistributionsAmt |
| Applied To Current Year | $946,472 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $140,756 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $140,756 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,658,477 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $7,658,477 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $131,647 | ExcessFromYear4Amt |
| Excess From Year2 | $504,819 | ExcessFromYear2Amt |
| Excess From Year1 | $7,022,011 | ExcessFromYear1Amt |
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 (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SEE ATTACHMENT | |||||||
| VARIOUS ADDRESSES | VARIOUS CITIES | NE | 68501 | NONE | 501(C)(3) | PUBLIC CHARITY | $350,150 |
| KOV EDUCATION FOUNDATION INC | |||||||
| 5995 G RD | NEBRASKA CITY | NE | 68410 | NONE | 501(C)(3) | OPERATIONAL ASSETS | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $600,150 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102,503 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $755,615 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,750 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,703 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $867,571 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $867,571 | 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 | $16,455 | Amt |
| Net Investment Income | $5,760 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,695 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (5 entries)
| ERNEST L WEYENETH |
| PATRICIA HOLMES |
| TYLER CROWNOVER |
| WILLIAM CARROLL |
| LEN WEYENETH |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DEPRECIATION | PropertyDesc |
| Current Year Expense | $25,992 | CurrentYearExpenseAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| MS/CITIGROUP 309-124448-303 | 2011-01 | PURCHASE | 2013-12 | $4,917,263 | $5,198,643 | -$281,380 |
| FREEPORT MCMORAN CP&GLD | 2013-01 | PURCHASE | 2013-04 | $587,869 | $693,790 | -$105,921 |
| H&Q HLTHCARE FD SBI | 2013-06 | PURCHASE | 2013-09 | $59 | $57 | $2 |
| MCCORMICK & COMPANY | 2013-01 | PURCHASE | 2013-12 | $550,841 | $518,457 | $32,384 |
| SPDR S&P 500 ETF | 2011-09 | PURCHASE | 2013-12 | $917,930 | $561,312 | $356,618 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PER ATTACHMENT | BondNm |
| EOY Book Value | $753,144 | EOYBookValueAmt |
| EOYFMV | $793,899 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PER ATTACHMENT | StockNm |
| EOY Book Value | $15,662,099 | EOYBookValueAmt |
| EOYFMV | $18,509,917 | 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 |
| Book Value | $489,869 | BookValueAmt |
| EOYFMV | $438,125 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $1,017,622 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $383,151 | AccumulatedDepreciationAmt |
| Book Value | $634,471 | 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 | $814 | LegalFeesAmt |
| Disbursements Charitable Prps | $814 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN TAX WITHHELD | Desc |
| BOY Book Value | $2,426 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| ADVERTISING | $4,787 | $4,787 | |
| ARTIST STIPENDS-NET | $14,854 | $14,854 | |
| BANK CHARGES | |||
| CLEANING SERVICES | $4,083 | $4,083 | |
| COMPUTER SUPPLIES & SERVICE | $3,213 | $2,893 | $320 |
| CUSTODIAL FEES | $6,389 | $6,389 | |
| DIRECTORS FEES | $10,000 | $8,000 | $2,000 |
| DUES & SUBSCRIPTIONS | $1,084 | $1,084 | |
| INSURANCE | $10,356 | $10,356 | |
| MEALS AND ENTERTAINMENT | $1,636 | $1,636 | |
| OFFICE SUPPLIES | $4,664 | $4,197 | $467 |
| POSTAGE | $875 | $875 | |
| MAINTENANCE | $21,375 | $20,307 | $1,068 |
| SEMINARS | |||
| SUPPLIES | $2,273 | $2,273 | |
| UTILITIES | $14,611 | $13,150 | $1,461 |
| WEBSITE | $345 | $345 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTION RCVD FROM PTP | Desc |
| Revenue And Expenses Per Books | $7,750 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,750 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAXES WITTHELD | Desc |
| BOY Book Value | $8 | BOYBookValueAmt |
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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $100,000 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | VARIOUS | CategoryTxt |
| Amt | $1,296 | Amt |
| Net Investment Income | $321 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $975 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE | $2,145 | |
| OTHER | $23 | $23 |
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