LELAND J AND DOROTHY H OLSON CHARITABLE FOUNTATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LELAND J AND DOROTHY H OLSON CHARITABLE FOUNTATION (EIN 47-0748772)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-03-04
- IRS object ID
- 201320639349100262
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-04T15:33:35-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470710889 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANCOCK & DANA PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12829 WEST DODGE ROAD 100 | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68154 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470748772 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LELAND J & DOROTHY H OLSON CHARITABLE | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION C/O HANCOCK & DANA PC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LELA | NameControl |
| Phone | 4023911065 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12829 WEST DODGE ROAD 100 | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68154 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LELAND OLSON | Name |
| Title | DIRECTOR | Title |
| Phone | 4023911065 | Phone |
| Date Signed | 2013-02-21 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANET OSBORN | Name |
| PTIN | P00283478 | PTIN |
| Phone | 4023911065 | 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 | 3942801 | 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 | 66571 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 66571 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 70498 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 519165 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 70498 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 137069 | TotalRevenueAndExpenses |
| Total Net Investment Income | 137069 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 5395 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3303 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 440 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 591 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 0 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 24791 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 24791 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 34080 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 25231 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 240000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 240000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 274080 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 25231 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 240000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -137011 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 111838 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 80429 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 68737 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 68737 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2562199 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2436880 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3874064 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 2642628 | TotalAssetsBOY |
| Total Assets EOY | 2505617 | TotalAssetsEOY |
| Total Assets EOYFMV | 3942801 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 2645905 | CapitalStockBOY |
| Capital Stock EOY | 2508894 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -3277 | RetainedEarningsBOY |
| Retained Earnings EOY | -3277 | RetainedEarningsEOY |
| Total Net Assets BOY | 2642628 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2505617 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2642628 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2505617 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2642628 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -137011 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2505617 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2505617 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (25 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 200 SHS EMERSON ELECTRIC | P | 2011-06-16 | 2012-06-14 | 9260 | 10517 | -1257 | -1257 |
| 100 SHS TIFFANY & CO NEW | P | 2011-12-20 | 2012-12-11 | 5716 | 6410 | -694 | -694 |
| 1500 SHS EATON CORP COM | P | 2012-12-03 | 77483 | 68285 | 9198 | 9198 | |
| 200 SHS EMERSON ELECTRIC | P | 2011-02-11 | 2012-06-14 | 9260 | 12314 | -3054 | -3054 |
| 100 SHS STANLEY BLACK & DECKER | P | 2011-02-11 | 2012-10-02 | 7541 | 7378 | 163 | 163 |
| 500 SHS STANLEY BLACK & DECKER | P | 2012-11-28 | 35365 | 31810 | 3555 | 3555 | |
| 200 SHS TIFFANY & CO | P | 2011-09-26 | 2012-12-11 | 11432 | 13844 | -2412 | -2412 |
| 100 SHS 3M CO | P | 2007-12-11 | 2012-12-11 | 9358 | 8649 | 709 | 709 |
| 300 SHS ANADARKO PETE CORP | P | 2003-09-16 | 2012-10-02 | 21123 | 6347 | 14776 | 14776 |
| 300 SHS ANADARKO PETE CORP | P | 2003-09-16 | 2012-12-11 | 22666 | 6347 | 16319 | 16319 |
| 300 SHS BHP BILLITON LTD SPONSORED ADR | P | 2010-03-26 | 2012-10-02 | 20538 | 23572 | -3034 | -3034 |
| 200 SHS CAPITAL ONE FINANCIAL CORP | P | 2000-02-08 | 2012-10-02 | 11582 | 7741 | 3841 | 3841 |
| 300 SHS CAPITAL ONE FINANCIAL | P | 2012-12-11 | 17537 | 15000 | 2537 | 2537 | |
| 1000 SHS CARNIVAL CORP COM | P | 2012-03-23 | 31896 | 37131 | -5235 | -5235 | |
| 2500 SHS CHESAPEAKE ENERGY CORP | P | 43648 | 66353 | -22705 | -22705 | ||
| 300 SHS EMERSON ELECTRIC CO | P | 2010-09-29 | 2012-06-14 | 13890 | 15878 | -1988 | -1988 |
| 300 SHS FEDEX CORP | P | 2003-10-10 | 25977 | 20652 | 5325 | 5325 | |
| 100 SHS MASTERCARD INC | P | 2007-09-21 | 44709 | 14753 | 29956 | 29956 | |
| 500 SHS PRAXAIR INC | P | 2008-04-17 | 2012-11-28 | 52644 | 45245 | 7399 | 7399 |
| 300 SHS T ROWE PRICE GROUP INC | P | 2007-03-23 | 2012-10-02 | 18744 | 14695 | 4049 | 4049 |
| 200 SHS T ROWE PRICE GROUP INC | P | 2007-03-23 | 2012-11-28 | 12753 | 9797 | 2956 | 2956 |
| 100 SHS WATERS CORP COM | P | 2008-09-25 | 2012-11-28 | 8182 | 5949 | 2233 | 2233 |
| LITIGATION SETTLEMENT - SYSTEMS ARCHITECT | P | 3827 | 3827 | 3827 | |||
| LITIGATION SETTLEMENT - MARSH & MCLENNAN | P | 2193 | 2193 | 2193 | |||
| LITIGATION SETTLEMENT - CARDINAL HEALTH | P | 1841 | 1841 | 1841 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 70498 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 236700 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3829075 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.061816 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 246303 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3610810 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.068213 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 234196 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3122701 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.074998 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 294479 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4337913 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.067885 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 340712 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5380091 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.063328 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.336240 | TotalDistributionRatio |
| Average Distribution Ratio | 0.067248 | AverageDistributionRatio |
| Net Noncharitable Assets | 3905974 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 262669 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1118 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 263787 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 240000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2237 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2237 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2237 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1520 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1520 | TotalCreditsAndPayments |
| Tax Due | 717 | TaxDue |
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 | HANCOCK DANA PC | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4023911065 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12829 WEST DODGE ROAD 100 | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68154 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID OLSON | ||||||||
| 12829 WEST DODGE ROAD 100 | OMAHA | NE | 68154 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| KAREN OLSON | ||||||||
| 12829 WEST DODGE ROAD 100 | OMAHA | NE | 68154 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| NANCY OLSON | ||||||||
| 12829 WEST DODGE ROAD 100 | OMAHA | NE | 68154 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| LELAND OLSON | ||||||||
| 12829 WEST DODGE ROAD 100 | OMAHA | NE | 68154 | DIRECTOR | 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 |
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 | 3906773 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 58683 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3965456 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3965456 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 59482 | CashDeemedCharitable |
| Net Noncharitable Assets | 3905974 | NetNoncharitableAssets |
| Minimum Investment Return | 195299 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 195299 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2237 | TaxBasedOnInvestmentIncome |
| Total Tax | 2237 | TotalTax |
| Distributable Amount Before Adj | 193062 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 193062 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 193062 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 240000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 240000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 240000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 193062 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 80283 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 78625 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 78837 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 67156 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 46759 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 351660 | TotalExcessDistriCarryover |
| Qualifying Distributions | 240000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 193062 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 46938 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 398598 | 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 | 80283 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 318315 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 78625 | ExcessFromYear4 |
| Excess From Year3 | 78837 | ExcessFromYear3 |
| Excess From Year2 | 67156 | ExcessFromYear2 |
| Excess From Year1 | 46759 | ExcessFromYear1 |
| Excess From Current Year | 46938 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CHILD SAVING INSTITUTE | |||||||
| 4545 DODGE STREET | OMAHA | NE | 68132 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $50,000 |
| NEBRASKA HUMANE SOCIETY | |||||||
| 8929 FORT STREET | OMAHA | NE | 68134 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $5,000 |
| NEBRASKA HUMANE SOCIETY | |||||||
| 8929 FORT STREET | OMAHA | NE | 68134 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $100,000 |
| UNIVERSITY OF NEBRASKA FOUNDATION | |||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $5,000 |
| UNIVERSITY OF NEBRASKA FOUNDATION - UNO ATHLETIC WOMEN'S SCHOLARSHIP | |||||||
| 2285 S 67TH STREET STE 200 | OMAHA | NE | 68106 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $35,000 |
| UNIVERSITY OF NEBRASKA FOUNDATION - EPPLEY CANCER CENTER GALA | |||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $25,000 |
| COMPLETELY KIDS | |||||||
| 2566 ST MARYS AVE | OMAHA | NE | 68105 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $10,000 |
| JUNIOR LEAGUE OF OMAHA - PROJECT HOPE PACT | |||||||
| 608 N 108TH CT | OMAHA | NE | 68154 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 240000 | 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 | $66,571 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $70,498 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $137,069 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 137069 | TotalPartXVIA |
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 | ACCOUNTING FEES | Category |
| Amount | $5,395 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | INVESTMENTS - CORP STOCK | NameOfStock |
| EOY Book Value | 2436880 | EOYBookValue |
| EOYFMV | 3874064 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT FEES | Description |
| Revenue And Expenses Per Books | 24791 | RevenueAndExpensesPerBooks |
| Net Investment Income | 24791 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAX | $440 | 440 | 0 |
| EXCISE TAX | $2,863 | 0 | 0 |
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