DUNCAN FAMILY TRUST: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
DUNCAN FAMILY TRUST (EIN 20-0905873)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-14
IRS object ID
201441349349102754
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-05-14T15:16:29-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BKD LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11248 O STREET STE 1040AddressLine1
CityLINCOLNCity
StateNEState
ZIP Code685081461ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200905873EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DUNCAN FAMILY TRUSTBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of% CINDY MORRISInCareOfNm
Business Name ControlDUNCBusinessNameControlTxt
Phone4024752611PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 81887AddressLine1
Address Line2SuiteAddressLine2
CityLINCOLNCity
StateNEState
ZIP Code68501ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCINDY MORRISPersonNm
Person TitleOFFICERPersonTitleTxt
Phone4024752611PhoneNum
Signature2014-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKRISTIN TYNONPreparerPersonNm
Phone4024737600PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,582FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$60,000ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$60,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,005AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,005AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$341OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$341OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,346TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,346TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$54,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$54,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$55,846TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$55,846TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,154ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,428CashBOYAmt
Cash EOY$7,582CashEOYAmt
Cash EOYFMV$7,582CashEOYFMVAmt
Total Assets BOY$3,428TotalAssetsBOYAmt
Total Assets EOY$7,582TotalAssetsEOYAmt
Total Assets EOYFMV$7,582TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$3,428RetainedEarningBOYAmt
Retained Earning EOY$7,582RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,428TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,582TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,428TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,582TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,428TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,154ExcessRevenueOverExpensesAmt
Subtotal$7,582SubtotalAmt
Tot Net Ast Or Fund Balances EOY$7,582TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$50,296AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$8,233NetVlNoncharitableAssetsYr1Amt
Distribution Yr16.109073DistributionYr1Rt
Adjusted Qlfy Distri Yr2$44,080AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$10,051NetVlNoncharitableAssetsYr2Amt
Distribution Yr24.385633DistributionYr2Rt
Adjusted Qlfy Distri Yr3$35,775AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$8,323NetVlNoncharitableAssetsYr3Amt
Distribution Yr34.29833DistributionYr3Rt
Adjusted Qlfy Distri Yr4$50,295AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$10,754NetVlNoncharitableAssetsYr4Amt
Distribution Yr44.676864DistributionYr4Rt
Adjusted Qlfy Distri Yr5$168,278AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$14,275NetVlNoncharitableAssetsYr5Amt
Distribution Yr511.788301DistributionYr5Rt
Total Distribution31.258201TotalDistributionRt
Average Distribution6.25164AverageDistributionRt
Net Vl Noncharitable Assets$17,176NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$107,378AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$107,378AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$55,846QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Subtotal$0SubtotalAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CINDY MORRISBusinessNameLine1
FieldValueIRS element (for citing)
Phone4024752611PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 81887AddressLine1
CityLINCOLNCity
StateNEState
ZIP Code68501ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
J ROBERT DUNCAN
PO BOX 81887LINCOLNNE68501VICE PRESIDENT0$0$0$0
D TODD DUNCAN
PO BOX 81887LINCOLNNE68501MEMBER AT LARGE0$0$0$0
CINDY MORRIS
PO BOX 81887LINCOLNNE68501TREASURER0$0$0$0
KAREN K DUNCAN
PO BOX 81887LINCOLNNE68501SECRETARY0$0$0$0
CONNIE DUNCAN
PO BOX 81887LINCOLNNE68501PRESIDENT0$0$0$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Contractor Paid Over50k0ContractorPaidOver50kCnt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$17,438AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$17,438TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$17,438AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$262CashDeemedCharitableAmt
Net Vl Noncharitable Assets$17,176NetVlNoncharitableAssetsAmt
Minimum Investment Return$859MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$859MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$859DistributableBeforeAdjAmt
Distributable Before Ded$859DistributableBeforeDedAmt
Distributable As Adjusted$859DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$55,846ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$55,846QualifyingDistributionsAmt
Adjusted Qualifying Distri$55,846AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$859DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12011PriorYear1Yr
Prior Year22010PriorYear2Yr
Prior Year32009PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$167,564ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$49,757ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$35,359ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$42,427ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$49,634ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$344,741TotalExcessDistributionCyovAmt
Qualifying Distributions$55,846QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$859AppliedToCurrentYearAmt
Remaining Distri From Corpus$54,987RemainingDistriFromCorpusAmt
Total Corpus$399,728TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$167,564ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$232,164ExcessDistriCyovToNextYrAmt
Excess From Year4$49,757ExcessFromYear4Amt
Excess From Year3$35,359ExcessFromYear3Amt
Excess From Year2$42,427ExcessFromYear2Amt
Excess From Year1$49,634ExcessFromYear1Amt
Excess From Current Year$54,987ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Boys and Girls Club
PO Box 22344LincolnNE68542NONEPCGENERAL$10,000
Lincoln Children's Musuem
1420 P StLincolnNE68508NONEPCGENERAL$6,000
Bemis Center for Contemporary Arts
724 South 12th StOmahaNE68102NONEPCGENERAL$5,000
Tabitha Health Care Services
4720 Trandolf StLincolnNE68510NONEPCGENERAL$2,500
Lincoln Literacy Council
745 S 9th StLincolnNE68508NONEPCGENERAL$2,500
Brownville Fine Arts Association
427 Main St 4BrownvilleNE68321NONEPCGENERAL$20,000
Voices of Hope
2545 N StLincolnNE68510NONEPCGENERAL$3,000
Northeast Family Center
6220 Logan AvenueLincolnNE68507NONEPCGENERAL$1,000
YMCA of Lincoln
570 Fallbrook Blvd Suite 210LincolnNE68510NONEPCGENERAL$2,500
Boy Scouts of America
600 S 120th StWaltonNE68461NONEPCGENERAL$1,000
Film Streams
1340 Mike Fahey StOmahaNE68102NONEPCGENERAL$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$54,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp
Div And Int From Sec Part VIIDivAndIntFromSecPartVIIGrp
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp
Subtotals Incm Producing ActySubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDUNCAN AVIATIONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 81887AddressLine1
CityLINCOLNCity
StateNEState
ZIP Code68501ZIPCode
FieldValueIRS element (for citing)
Total Contributions$60,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,005Amt
Disbursements Charitable Prps$1,005DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Land Schedule2 InvestmentsLandSchedule2

Land Etc Schedule2 LandEtcSchedule2

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
WEBSITE DESIGN$321$321
ANNUAL REPORT FEES$20$20

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