FURTHER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FURTHER FOUNDATION (EIN 47-0772447)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-10
- IRS object ID
- 202631009349100813
- Schema version
- 2024v5.2
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-10T13:46:59-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470772447 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Further Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | FURT | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Brian Kanter | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-04-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,169,170 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $19,169 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,169 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $73,620 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,620 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $40,744 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $40,744 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $32,438 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $114,345 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $873,343 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $114,345 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $247,878 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $247,878 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $20,106 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,106 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,971 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $248 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $8,306 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $8,306 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $26,888 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $26,888 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $57,271 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,660 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,888 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $180,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $180,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $237,271 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,660 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $206,888 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,607 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $219,218 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $402,644 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $574,311 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $574,311 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $578,231 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $651,205 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $624,624 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,671,155 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,401,746 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,148,372 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $453,066 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $496,747 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $452,263 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $236,874 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $171,794 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $73,386 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $65,080 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $369,600 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,178,482 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,189,089 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,169,170 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,000 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $7,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,171,482 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,182,089 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,171,482 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,182,089 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,178,482 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,189,089 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,171,482 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,607 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,182,089 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,182,089 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $873,343 | GrossSalesPriceAmt |
| Cost Or Other Basis | $758,998 | CostOrOtherBasisAmt |
| Gain Or Loss | $114,345 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $114,345 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,047 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,047 | SubtotalAmt |
| Tax Based On Investment Income | $3,047 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,400 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Tax Due | $50 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| James Hamilton | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas, Dir | 0.0 | $0 | $0 | $0 |
| Brian Kanter | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 2.0 | $0 | $0 | $0 |
| Nathan Lore | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 0.0 | $0 | $0 | $0 |
| Sam Manzitto Sr | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 0.0 | $0 | $0 | $0 |
| Tiffany Schnittker | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec | 0.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,339,259 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $488,046 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $369,600 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,196,905 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,196,905 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,954 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,133,951 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $206,698 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $206,698 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,047 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,047 | TotalTaxAmt |
| Distributable Before Adj | $203,651 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $203,651 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $203,651 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $206,888 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $206,888 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $203,651 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $180,479 | UndistributedIncomePYAmt |
| Qualifying Distributions | $206,888 | QualifyingDistributionsAmt |
| Applied To Year1 | $180,479 | AppliedToYear1Amt |
| Applied To Current Year | $26,409 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $177,242 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUTISM ACTION PARTNERSHIP | |||||||
| 10909 MILL VALLEY RD STE 205 | OMAHA | NE | 68154 | N/A | PC | COMPASS: Autism Training and Consultation Services | $10,000 |
| BIG BROTHERS BIG SISTERS OF THE MIDLANDS | |||||||
| 1416 HOWARD ST | OMAHA | NE | 68102 | N/A | PC | Community Based Mentoring Program | $10,000 |
| CENTERPOINTE INC | |||||||
| 2633 P ST | LINCOLN | NE | 68503 | N/A | PC | Community Basic Needs Support | $10,000 |
| CHILDRENS HOSPITAL & MEDICAL CENTER FOUNDATION | |||||||
| 8200 DODGE ST | OMAHA | NE | 68114 | N/A | PC | Behavioral Health & Wellness Center Staff Training | $10,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 2827 S 88TH ST | OMAHA | NE | 68124 | N/A | PC | State of the art whole person cystic fibrosis care in Nebraska | $10,000 |
| DIBS FOR KIDS | |||||||
| 1402 JONES ST STE 238 | OMAHA | NE | 68102 | N/A | PC | Delivering Infinite Book Shelves (DIBS) for Kids: Nebraska English Learning Classroom Books | $10,000 |
| INTERNATIONAL COUNCIL FOR REFUGEES AND IMMIGRANTS | |||||||
| 7315 MAPLE ST | OMAHA | NE | 68134 | N/A | PC | General & Unrestricted | $10,000 |
| KEARNEY AREA COMMUNITY FOUNDATION | |||||||
| 2908 W 39TH ST STE A | KEARNEY | NE | 68845 | N/A | PC | Operating Fund | $10,000 |
| NEBRASKA CENTER FOR WORKFORCE DEVELOPMENT AND EDUC | |||||||
| 6001 GROVER ST STE 2 | OMAHA | NE | 68106 | N/A | PC | TOOLS Project | $10,000 |
| NEBRASKA DIAPER BANK | |||||||
| 9100 F ST STE 100 | OMAHA | NE | 68127 | N/A | PC | General & Unrestricted | $10,000 |
| NEBRASKA TRANSITION COLLEGE | |||||||
| 6901 N 13TH CIR | LINCOLN | NE | 68521 | N/A | PC | Residential Program Support | $10,000 |
| NEBRASKA YOUTH JUSTICE INITIATIVE | |||||||
| 5040 GRAND AVE | OMAHA | NE | 68104 | N/A | PC | RADIUS - In-Home Services | $10,000 |
| NONPROFIT ASSOCIATION OF THE MIDLANDS | |||||||
| 1111 N 13TH ST STE 213 | OMAHA | NE | 68102 | N/A | PC | Digital Tools in the Nonprofit Sector | $10,000 |
| REFUGEE WOMEN RISING | |||||||
| 3902 DAVENPORT ST | OMAHA | NE | 68131 | N/A | PC | 2025/26 Program and Operating Support | $10,000 |
| REGION V FOUNDATION | |||||||
| 4433 S 70TH ST STE 200 | LINCOLN | NE | 68516 | N/A | PC | AED's for Apace Day Centers | $10,000 |
| THE ARC OF LINCOLN | |||||||
| 5200 FRANCIS ST | LINCOLN | NE | 68504 | N/A | PC | The Arc of Lincoln Operating Budget Growth | $10,000 |
| THE CRISIS CENTER FOR DOMESTIC ABUSE AND SEXUAL AS | |||||||
| 141 S UNION ST | FREMONT | NE | 68025 | N/A | PC | Serving Washington County Victims | $10,000 |
| VISIONARY YOUTH | |||||||
| 4230 S 33RD ST STE 105 | LINCOLN | NE | 68506 | N/A | PC | General & Unrestricted | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $180,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,169 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73,620 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $32,438 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $114,345 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $239,572 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $239,572 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| BUILDING (JOSHUA) | 1999-10-29 | $165,058 | $148,551 | SL | 27 | $6,002 | $6,002 | $6,002 |
| BLDG-DECK (JOSHUA) | 2017-06-21 | $11,870 | $5,538 | SL | 15 | $791 | $791 | $791 |
| BLDG-DECK/FENCE JO | 1999-10-27 | $4,000 | $3,598 | SL | 27 | $145 | $145 | $145 |
| BLDG-DEP (JOSHUA) | 1999-09-29 | $875 | $791 | SL | 27 | $32 | $32 | $32 |
| BLDG IMP - ROOF | 2020-09-16 | $36,731 | $5,010 | SL | 27 | $1,336 | $1,336 | $0 |
| LAND (JOSHUA) | 1999-10-29 | $18,340 | L | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CITIGROUP INC SER G MTN - 2.00 | $100,010 | $81,313 |
| GOLDMAN SACHS GROUP INC - 2.60 | $50,010 | $48,616 |
| PAYPAL HOLDINGS INC - 2.650% - | $50,445 | $49,095 |
| PPG INDS INC NOTE - 2.550% - 0 | $103,510 | $91,093 |
| SCHWAB CHARLES CORP NOTE CALL | $93,452 | $88,973 |
| WELLS FARGO & CO SER T MTN - 2 | $99,320 | $93,173 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $27,804 | $41,845 |
| ALPHABET INC CL A | $33,292 | $52,869 |
| AMAZON COM | $30,178 | $53,751 |
| APPLE INC | $38,140 | $45,753 |
| ASML HOLDING NV NY REG SHS | $38,856 | $32,857 |
| BLACKROCK INC | $29,800 | $57,709 |
| CHUBB LIMITED | $21,727 | $53,598 |
| CHURCH & DWIGHT | $15,907 | $14,032 |
| CINTAS CRP | $16,392 | $57,946 |
| CME GROUP, INC | $35,530 | $50,990 |
| COPART INC | $25,115 | $24,044 |
| COSTCO WHOLESALE CORPORATION | $16,793 | $54,447 |
| CROWDSTRIKE HOLDINGS, INC | $16,609 | $23,428 |
| GOLDMAN SACHS GQG PARTNERS INT | $88,706 | $131,839 |
| INTUITIVE SURGICAL | $19,853 | $57,058 |
| INVESCO QQQ TRUST | $37,233 | $88,262 |
| ISHARES CORE 1-5 YEAR USD BOND | $30,820 | $29,190 |
| ISHARES TRUST MSCI EAFE INDEX | $105,999 | $125,146 |
| META PLATFORMS INC | $25,346 | $33,214 |
| MICROSOFT CORP | $20,280 | $54,715 |
| MSCI INC | $24,927 | $40,372 |
| PRINCIPAL FDS, INC. MIDCAP FD | $97,600 | $150,506 |
| REPUBLIC SVCS INC | $16,585 | $48,089 |
| RESMED INC | $29,866 | $45,150 |
| SALESFORCE.COM | $33,914 | $50,448 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $15,243 | $58,887 |
| TJX COMPANIES INC | $16,392 | $16,548 |
| TRACTOR SUPPLY CO COM | $40,442 | $46,174 |
| TRANSDIGM GRP INC | $38,688 | $48,660 |
| UNION PACIFIC | $31,145 | $40,264 |
| VANGUARD LG-CAP ETF | $56,480 | $87,017 |
| VANGUARD MID-CAP ETF | $100,314 | $149,709 |
| VANGUARD SM-CAP ETF | $147,495 | $195,508 |
| VISA INC | $29,445 | $53,258 |
| ZOETIS INC | $48,830 | $35,089 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $274,953 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $275,185 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $376,252 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $349,439 | StateLocalSecEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING (JOSHUA) | $165,058 | $154,553 | $10,505 | $264,365 |
| BLDG-DECK (JOSHUA) | $11,870 | $6,329 | $5,541 | $5,541 |
| BLDG-DECK/FENCE JO | $4,000 | $3,743 | $257 | $257 |
| BLDG-DEP (JOSHUA) | $875 | $823 | $52 | $52 |
| BLDG IMP - ROOF | $36,731 | $6,346 | $30,385 | $30,385 |
| LAND (JOSHUA) | $18,340 | $18,340 | $69,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Fees | Desc |
| Revenue And Expenses Per Books | $26,888 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $26,888 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $20,106 | Amt |
| Net Investment Income | $20,106 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2025 | $1,600 | |
| 990-PF Excise Tax for 2024 | $123 | |
| Foreign Tax Paid | $248 | $248 |
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