ROBERT J KUTAK FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT J KUTAK FOUNDATION (EIN 47-0652086)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201341339349101639
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T14:01:04-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 476097913 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEIM JOHNSON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18081 BURT STREET SUITE 200 | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 680224722 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470652086 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT J KUTAK FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROBE | NameControl |
| Phone | 4023466000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 FARNAM STREET | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68102 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | VICKI L YOUNG | Name |
| Title | TREASURER | Title |
| Phone | 4023466000 | Phone |
| Date Signed | 2013-05-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARBARA J FAJEN | Name |
| PTIN | P00400874 | PTIN |
| Phone | 4023302660 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 333051 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 8300 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 6 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 6 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 8026 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 8026 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 9328 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 157705 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 9328 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 201 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 201 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 25861 | TotalRevenueAndExpenses |
| Total Net Investment Income | 17561 | 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 | 1430 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 715 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 715 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 3686 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 3686 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 338 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 137 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5454 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4538 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 715 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 20000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 20000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 25454 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4538 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 20715 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 407 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 13023 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 13006 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 13354 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 13354 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 233230 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 225599 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 219791 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 84981 | InvestmentsOtherBOY |
| Investments Other EOY | 92671 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 99906 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 331217 | TotalAssetsBOY |
| Total Assets EOY | 331624 | TotalAssetsEOY |
| Total Assets EOYFMV | 333051 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 331217 | UnrestrictedBOY |
| Unrestricted EOY | 331624 | UnrestrictedEOY |
| Total Net Assets BOY | 331217 | TotalNetAssetsBOY |
| Total Net Assets EOY | 331624 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 331217 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 331624 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 331217 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 407 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 331624 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 331624 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 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 |
|---|---|---|---|---|---|---|---|
| BERNSTEIN GLOBAL WEALTH - PUBLICLY TRADED SECURITES | P | 2011-07-01 | 2012-12-31 | 75816 | 68041 | 7775 | 7775 |
| BERNSTEIN GLOBAL WEALTH - PUBLICLY TRADED SECURITES | P | 2012-07-01 | 2012-12-31 | 81730 | 80336 | 1394 | 1394 |
| CAPITAL GAINS DIVIDENDS | P | 159 | 159 | 159 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 9328 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 91439 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 353470 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.258690 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 78016 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 418542 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.186399 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 99275 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 428431 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.231718 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 146647 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 642495 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.228246 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 66886 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 786173 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.085078 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.990131 | TotalDistributionRatio |
| Average Distribution Ratio | 0.198026 | AverageDistributionRatio |
| Net Noncharitable Assets | 315723 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 62521 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 130 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 62651 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 20715 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 260 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 260 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 260 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 240 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 240 | TotalCreditsAndPayments |
| Tax Due | 20 | 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 | HAROLD L ROCK | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4023466000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 FARNAM STREET | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign 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 (13 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 | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|
| RICHARD L WEILL | |||||||||
| 453 COOK STREET | DENVER | CO | 80206 | DIRECTOR & PRESIDENT | 1.00 | 0 | 0 | 0 | |
| PATRICK A RAY | |||||||||
| 8601 NORTH SCOTTSDALE ROAD STE 300 | SCOTTSDALE | AZ | 852532742 | DIRECTOR & VICE-PRESIDENT | 1.00 | 0 | 0 | 0 | |
| HAROLD L ROCK | |||||||||
| 1650 FARNAM STREET | OMAHA | NE | 681022186 | DIRECTOR & CHAIR EMERITUS & SECRETARY | 1.00 | 0 | 0 | 0 | |
| ALLAN JAY GARFINKLE | |||||||||
| 2901 WEST 127TH STREET | LEAWOOD | KS | 66209 | DIRECTOR | 1.00 | 0 | 0 | 0 | |
| VICKI L YOUNG | |||||||||
| 1650 FARNAM STREET | OMAHA | NE | 681022186 | TREASURER | 1.00 | 0 | 0 | 0 | |
| JAMES D ARUNDEL | |||||||||
| 1801 CALIFORNIA STREET STE 3100 | DENVER | CO | 802022626 | DIRECTOR | 1.00 | 0 | 0 | 0 | |
| JO BASS | |||||||||
| 26842 ELK RUN ROAD | HOT SPRINGS | SD | 57747 | DIRECTOR | 1.00 | 0 | 0 | 0 | |
| DAVID L AMSDEN | |||||||||
| 303 PEACHTREE STREET NE | ATLANTA | GA | 30308 | DIRECTOR | 1.00 | 0 | 0 | 0 | |
| JOSEPH A INGRISANO | |||||||||
| 1101 CONNECTICUT AVENUE NW STE 1000 | WASHINGTON | DC | 200364374 | DIRECTOR | 1.00 | 0 | 0 | 0 | |
| JOHN E MUSSELMAN | |||||||||
| 1650 FARNAM STREET | OMAHA | NE | 681022186 | DIRECTOR | 1.00 | 0 | 0 | 0 | |
| HAVEN N B PELL | |||||||||
| 800 CONNECTICUT AVENUE NW 10TH | WASHINGTON | DC | 20006 | DIRECTOR | 1.00 | 0 | 0 | 0 | FLOOR |
| PATRICIA SCHUETT PETERSON | |||||||||
| 1650 FARNAM STREET | OMAHA | NE | 681022186 | DIRECTOR | 1.00 | 0 | 0 | 0 | |
| JUDY A WEILL | |||||||||
| 453 COOK STREET | DENVER | CO | 80206 | DIRECTOR | 1.00 | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of 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 | 313225 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 7306 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 320531 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 320531 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 4808 | CashDeemedCharitable |
| Net Noncharitable Assets | 315723 | NetNoncharitableAssets |
| Minimum Investment Return | 15786 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 15786 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 260 | TaxBasedOnInvestmentIncome |
| Total Tax | 260 | TotalTax |
| Distributable Amount Before Adj | 15526 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 15526 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 15526 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 20715 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 20715 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 20715 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 15526 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 28721 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 114744 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 77985 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 57511 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 74167 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 353128 | TotalExcessDistriCarryover |
| Qualifying Distributions | 20715 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 15526 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 5189 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 358317 | 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 | 28721 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 329596 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 114744 | ExcessFromYear4 |
| Excess From Year3 | 77985 | ExcessFromYear3 |
| Excess From Year2 | 57511 | ExcessFromYear2 |
| Excess From Year1 | 74167 | ExcessFromYear1 |
| Excess From Current Year | 5189 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | HAROLD L ROCK | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 FARNAM STREET | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4023466000 | RecipientPhoneNumber |
| Form And Info And Materials | TYPEWRITTEN AND INCLUDE INFORMATION ON THE APPLICANT'S BACKGROUND AND USES TO WHICH THE FUNDS WOULD BE APPLIED. | FormAndInfoAndMaterials |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED AT ANY TIME. RESPONSES ARE USUALLY RECEIVED WITHIN 3 MOS OF APPLICATION. | SubmissionDeadlines |
| Restrictions On Awards | PREFERENCE IS GIVEN TO GRANTS THAT SUPPORT FINE ARTS OR SUPPORT EDUCATION AND TRAINING IN THE LEGAL PROFESSION. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL LEGAL AID & DEFENDERS ASSOCIATION | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1140 CONNECTICUT AVE NW SUITE 900 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationship |
| Recipient Foundation Status | 509(A)(1) | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | TO FUND AWARDS FOR OUTSTANDING PERFORMANCE IN THE FIELD OF PROVIDING LEGAL AID TO THE POOR AND THE EXPENSES ASSOCIATED THEREWITH | PurposeOfGrantOrContribution |
| Amount | $20,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 20000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $8,026 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $9,328 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $201 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $17,561 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 17561 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | JOHN A SELLON CHARITABLE RESIDUAL T | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 SCHOOL STREET | AddressLine1 |
| City | RYE | City |
| State | NY | State |
| ZIP Code | 10580 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 5000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX AND ACCOUNTING | Category |
| Amount | $1,430 | Amount |
| Net Investment Income | 715 | NetInvestmentIncome |
| Disbursements Charitable Prps | 715 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCK | NameOfStock |
| EOY Book Value | 225599 | EOYBookValue |
| EOYFMV | 219791 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BERNSTEIN INTERMEDIATE DURATION POTFOLIO | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 92671 | BookValue |
| EOYFMV | 99906 | EOYFMV |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Revenue And Expenses Per Books | 201 | RevenueAndExpensesPerBooks |
| Net Investment Income | 201 | NetInvestmentIncome |
| Adjusted Net Income | 201 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | Category |
| Amount | $3,686 | Amount |
| Net Investment Income | 3686 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL TAXES | $201 | 0 | 0 |
| FOREIGN TAXES | $137 | 137 | 0 |
Comments