DOROTHY B DAVIS FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DOROTHY B DAVIS FAMILY FOUNDATION (EIN 36-3907862)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-04-29
- IRS object ID
- 201301199349100005
- Schema version
- 2012v2.1
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-29T09:09:50-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470608676 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDERMOTT & MILLER PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11602 WEST CENTER ROAD SUITE 125 | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68144 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363907862 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEEMANN FAMILY FOUNDATION INC CO GEORGE BLAZEK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SEEM | NameControl |
| Phone | 4023900390 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9290 W DODGE ROAD 303 NO 303 | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 681143320 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GEORGE BLAZEK | Name |
| Title | SECRETARY | Title |
| Phone | 4023900390 | Phone |
| Date Signed | 2013-04-24 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KENNETH A KLUCK | Name |
| PTIN | P00089142 | PTIN |
| Phone | 4023911207 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 978735 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 1 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1330 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1330 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 1330 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1392 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2722 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1330 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 1330 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 18304 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 18304 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 21026 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1330 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 1330 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 18304 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -21025 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 9766 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 4973 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 4973 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 160304 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 157612 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 973762 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 170070 | TotalAssetsBOY |
| Total Assets EOY | 162585 | TotalAssetsEOY |
| Total Assets EOYFMV | 978735 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 170070 | RetainedEarningsBOY |
| Retained Earnings EOY | 162585 | RetainedEarningsEOY |
| Total Net Assets BOY | 170070 | TotalNetAssetsBOY |
| Total Net Assets EOY | 162585 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 170070 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 162585 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 170070 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -21025 | ExcessOfRevenueOverExpenses |
| Other Increases | 13540 | OtherIncreases |
| Subtotal | 162585 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 162585 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 318972 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1143092 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.279043 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 2000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1260879 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.001586 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 8101 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1031211 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.007856 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 207562 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1532815 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.135412 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 327827 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1733319 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.189133 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.613030 | TotalDistributionRatio |
| Average Distribution Ratio | 0.122606 | AverageDistributionRatio |
| Net Noncharitable Assets | 913120 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 111954 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 111954 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 18304 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 0 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1200 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1200 | TotalCreditsAndPayments |
| Overpayment | 1200 | Overpayment |
| Amount Credited To Next Year | 1200 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NE | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | GEORGE T BLAZEK | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4023900390 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9290 W DODGE ROAD SUITE 303 | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| LEE D SEEMANN SR | ||||||||
| 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | TRUSTEE PRES. | 0.00 | 0 | 0 | 0 |
| WILLA D SEEMANN | ||||||||
| 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | TRUSTEE V.P. | 0.00 | 0 | 0 | 0 |
| LEE D SEEMANN JR | ||||||||
| 25807 BLONDO ST | WATERLOO | NE | 68069 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| ANNE S DRICKEY | ||||||||
| 654 FAIRWOOD LANE | OMAHA | NE | 68132 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| SCOTT D SEEMANN | ||||||||
| 1685 H STREET PMB - 137 | BLAINE | WA | 98230 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| GEORGE T BLAZEK | ||||||||
| 9290 W DODGE ROAD SUITE 303 | OMAHA | NE | 68114 | TRUSTEE SEC. | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE - OTHER THAN CONTRIBUTIONS PAID (SEE PART XV) | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 927025 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 927025 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 927025 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 13905 | CashDeemedCharitable |
| Net Noncharitable Assets | 913120 | NetNoncharitableAssets |
| Minimum Investment Return | 45656 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 45656 | MinimumInvestmentReturn |
| Total Tax | 0 | TotalTax |
| Distributable Amount Before Adj | 45656 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 45656 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 45656 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 18304 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 18304 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 18304 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 45656 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 247611 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 132917 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year1 | 264197 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 644725 | TotalExcessDistriCarryover |
| Qualifying Distributions | 18304 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 18304 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 27352 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 27352 | ExcessDistriCyovAppliedCY |
| Total Corpus | 617373 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 220259 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 397114 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 132917 | ExcessFromYear4 |
| Excess From Year1 | 264197 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LEE D SEEMANN SR | ContributingManager |
| Contributing Manager | WILLA D SEEMANN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| SALVATON ARMY | |||||||
| 3612 CUMING STREET | OMAHA | NE | 68131 | NONE | PUBLIC CHARITY | UNDESIGNATED | $1,000 |
| UNITED WAY OF THE MIDLANDS | |||||||
| 1805 HARNEY STREET | OMAHA | NE | 68102 | NONE | PUBLIC CHARITY | UNDESIGNATED | $1,000 |
| OKOBOJI YACHT CLUB | |||||||
| PO BOX 544 | MILFORD | IA | 51351 | NONE | PUBLIC CHARITY | UNDESIGNATED | $72 |
| OKOBOJI YACHT CLUB | |||||||
| PO BOX 544 | MILFORD | IA | 51351 | NONE | PUBLIC CHARITY | UNDESIGNATED | $16,232 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 18304 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 1 | ALL ACTIVITIES ABOVE PROVIDED INCOME THAT WAS SUBSEQUENTLY AWARDED |
| 2 | TO SEVERAL CHARITABLE ORGANIZATIONS. |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MCDERMOTT & MILLER, P.C. | Category |
| Amount | $1,330 | Amount |
| Net Investment Income | 1330 | NetInvestmentIncome |
| Adjusted Net Income | 1330 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | STOCK DONATIONS | Identifier |
| Return Reference | PART XV STOCK DONATION | ReturnReference |
| Explanation | ADDITIONAL SUPPLEMENTAL INFORMATION:186 SHARES OF BERKSHIRE HATHAWAY CLASS B STOCK WAS DONATED ON 12/04/12 TO THE OKOBOJI YACHT SAILING SCHOOL, INC., P.O. BOX 544, MILFORD, IA 51351.THE FAIR MARKET VALUE WAS DETERMINED BY THE STOCK MARKET PRICE ON THE DATE OF TRANSFER $16,232. THE BOOK VALUE WAS $2,692 AS DETERMINED BY THE FAIR MARKET VALUE OF THE STOCK WHEN IT WAS ORGINALLY RECEIVED BY THE FOUNDATION. | Explanation |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | BERKSHIRE HATHAWAY A & B | NameOfStock |
| EOY Book Value | 157612 | EOYBookValue |
| EOYFMV | 973762 | EOYFMV |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FMV > BOOK VALUE OF SECURITIES CONTRIBUTED | Description |
| Amount | $13,540 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FEDERAL ESTIMATES | $1,200 | 0 | 0 | 0 |
| FEDERAL TAX | $192 | 0 | 0 | 0 |
Comments