DUNCAN FAMILY TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- DUNCAN FAMILY TRUST (EIN 20-0905873)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202611349349102331
- Schema version
- 2025v4.1
- 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
- All Oth Prog Rltd Investments Sch
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T10:05:29+00:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1248 O Street Ste 1040 | AddressLine1Txt |
| City | Lincoln | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 685081461 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200905873 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Duncan Family Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DUNC | BusinessNameControlTxt |
| Phone | 4024752611 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 81887 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CINDY MORRIS | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 4024752611 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kristin Tynon | PreparerPersonNm |
| PTIN | P01063388 | PTIN |
| Phone | 4024737600 | PhoneNum |
| Preparation | 2026-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $3,023,166 | 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 | $1,875,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $49,675 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $49,675 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,924,675 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,675 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,775 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $196 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $739 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $739 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,710 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,514 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $631,770 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $631,770 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $634,480 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $634,284 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,290,195 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $49,675 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $233,238 | CashBOYAmt |
| Cash EOY | $273,166 | CashEOYAmt |
| Cash EOYFMV | $273,166 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $0 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,750,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,750,000 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,499,733 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,732,971 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,023,166 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,023,166 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,732,971 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,023,166 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,732,971 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,023,166 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,732,971 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,023,166 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,732,971 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,290,195 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,023,166 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,023,166 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $690 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $690 | SubtotalAmt |
| Tax Based On Investment Income | $690 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $690 | TaxDueAmt |
| Refund | $0 | RefundAmt |
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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CINDY MORRIS | IndividualWithBooksNm |
| Phone | 4024752611 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 81887 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68501 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| J ROBERT DUNCAN | ||||||||
| PO BOX 81887 | LINCOLN | NE | 68501 | SECRETARY/DIRECTOR | 0.50 | $0 | $0 | $0 |
| CINDY MORRIS | ||||||||
| PO BOX 81887 | LINCOLN | NE | 68501 | TREASURER | 0.50 | $0 | $0 | $0 |
| CONNIE DUNCAN | ||||||||
| PO BOX 81887 | LINCOLN | NE | 68501 | VICE PRESIDENT/DIRECTOR | 0.50 | $0 | $0 | $0 |
| KATHERINE DUNCAN | ||||||||
| PO BOX 81887 | LINCOLN | NE | 68501 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| D TODD DUNCAN | ||||||||
| PO BOX 81887 | LINCOLN | NE | 68501 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| KAREN K DUNCAN | ||||||||
| PO BOX 81887 | LINCOLN | NE | 68501 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Description2 | NONE | Description2Txt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,369,414 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $241,963 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,611,377 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,611,377 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,171 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,587,206 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $79,360 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $79,360 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $690 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $690 | TotalTaxAmt |
| Distributable Before Adj | $78,670 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $78,670 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $78,670 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $634,284 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $634,284 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $78,670 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year3 | 2021 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $315,145 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $218,052 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $722,948 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $361,542 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $360,090 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,977,777 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $634,284 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $78,670 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $555,614 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,533,391 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $315,145 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,218,246 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $218,052 | ExcessFromYear4Amt |
| Excess From Year3 | $722,948 | ExcessFromYear3Amt |
| Excess From Year2 | $361,542 | ExcessFromYear2Amt |
| Excess From Year1 | $360,090 | ExcessFromYear1Amt |
| Excess From Current Year | $555,614 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NOT APPLICABLE | ContributingManagerNm |
| Shareholder Manager | NOT APPLICABLE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AEROANGEL | ||||||||
| 1550 LARIMER ST 899 | DENVER | CO | 80202 | NONE | PC | GENERAL OPERATIONS | $1,000 | |
| ASIAN COMMUNITY & CULTURAL CENTER | ||||||||
| 144 N 44TH STREET SUITE A | LINCOLN | NE | 68503 | NONE | PC | GENERAL OPERATIONS | $1,000 | |
| BRANCHED OAK OBSERVATORY | ||||||||
| 14300 NW 98TH ST | RAYMOND | NE | 68428 | NONE | PC | GENERAL OPERATIONS | $2,500 | |
| BURMA CENTER | ||||||||
| 765 UPTON AVE | SPRINGFIELD | MI | 49037 | NONE | PC | GENERAL OPERATIONS | $1,000 | |
| CAUSE COLLECTIVE | ||||||||
| 1645 N ST | LINCOLN | NE | 68508 | NONE | PC | GENERAL OPERATIONS | $2,500 | |
| CEREAL CITY DEVELOPMENT CORPORATION | ||||||||
| 1 MCCAMLY SQUARE | BATTLE CREEK | MI | 49017 | NONE | PC | GENERAL OPERATIONS | $1,000 | |
| CHILD ADVOCACY CENTER | ||||||||
| 5025 GARLAND ST | LINCOLN | NE | 68504 | NONE | PC | GENERAL OPERATIONS | $5,000 | |
| CIR INC | ||||||||
| 331 W JACKSON ST | BATTLE CREEK | MI | 49037 | NONE | PC | GENERAL OPERATIONS | $500 | |
| COMMUNITY ACTION GATHERING PLACE | ||||||||
| 210 O ST | LINCOLN | NE | 68508 | NONE | PC | GENERAL OPERATIONS | $5,000 | |
| COMMUNITY CROPS | ||||||||
| 501 S 7TH ST | LINCOLN | NE | 68508 | NONE | PC | GENERAL OPERATIONS | $1,000 | |
| CORPORATE ANGEL NETWORK | ||||||||
| WESTCHESTER COUNTY AIRPORT ONE LOOP | WHITE PLAINS | NY | 10604 | NONE | PC | GENERAL OPERATIONS | $5,000 | ROAD |
| CULTURAL CENTERS OF LINCOLN | ||||||||
| 2617 Y ST | LINCOLN | NE | 68503 | NONE | PC | GENERAL OPERATIONS | $100,000 | |
| EL CENTRO DE LAS AMERICAS | ||||||||
| 210 O ST | LINCOLN | NE | 68508 | NONE | PC | GENERAL OPERATIONS | $14,500 | |
| FAMILY SERVICE LINCOLN | ||||||||
| 5025 GARLAND ST | LINCOLN | NE | 68504 | NONE | PC | GENERAL OPERATIONS | $20,000 | |
| FOOD BANK OF LINCOLN | ||||||||
| 1221 KINGBIRD RD | LINCOLN | NE | 68521 | NONE | PC | GENERAL OPERATIONS | $1,500 | |
| FOUNDATION FOR LINCOLN PUBLIC SCHOOLS | ||||||||
| 5905 O ST | LINCOLN | NE | 68510 | NONE | PC | GENERAL OPERATIONS | $2,270 | |
| GOOD NEIGHBOR COMMUNITY CENTER | ||||||||
| 2617 Y ST | LINCOLN | NE | 68503 | NONE | PC | GENERAL OPERATIONS | $15,000 | |
| JAYHAWK AERO DESIGN | ||||||||
| 1530 W 15TH ST | LAWRENCE | KS | 66045 | NONE | PC | GENERAL OPERATIONS | $500 | |
| LANSING COMMUNITY COLLEGE FOUNDATION | ||||||||
| 411 N GRANT AVE | LANSING | MI | 48933 | NONE | PC | GENERAL OPERATIONS | $5,000 | |
| LEADERSHIP LINCOLN INC | ||||||||
| 2124 Y ST 107 | LINCOLN | NE | 68503 | NONE | PC | GENERAL OPERATIONS | $15,000 | |
| LINCOLN COMMUNITY FOUNDATION | ||||||||
| 215 CENTENNIAL MALL SOUTH | LINCOLN | NE | 68508 | NONE | PC | GENERAL OPERATIONS | $148,500 | |
| LNK SKILLS USA | ||||||||
| 5801 N 33RD ST | LINCOLN | NE | 68504 | NONE | PC | GENERAL OPERATIONS | $4,000 | |
| MAKE-A-WISH NEBRASKA | ||||||||
| 8033 S 15TH ST STE B | LINCOLN | NE | 68512 | NONE | PC | GENERAL OPERATIONS | $1,500 | |
| MALONE COMMUNITY CENTER | ||||||||
| 2032 U ST | LINCOLN | NE | 68503 | NONE | PC | GENERAL OPERATIONS | $52,500 | |
| MATT TALBOT KITCHEN | ||||||||
| 2121 N 27TH ST | LINCOLN | NE | 68503 | NONE | PC | GENERAL OPERATIONS | $5,000 | |
| NEBRASKA PUBLIC MEDIA | ||||||||
| 1800 N 33RD ST | LINCOLN | NE | 68503 | NONE | PC | GENERAL OPERATIONS | $2,500 | |
| ORGANIZATION OF BLACK AEROSPACE PROFESSIONALS | ||||||||
| 237 HELMER RD | BATTLE CREEK | MI | 49037 | NONE | PC | GENERAL OPERATIONS | $2,500 | |
| QUILTS OF VALOR | ||||||||
| PO BOX 191 | WINTERSET | IA | 50273 | NONE | PC | GENERAL OPERATIONS | $500 | |
| SOUTH MICHIGAN FOOD BANK | ||||||||
| 5451 WAYNE RD | BATTLE CREEK | MI | 49037 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| TABITHA'S WAY LOCAL FOOD PANTRY | ||||||||
| 50 EAST 100 NORTH | SPANISH FORK | UT | 84062 | NONE | PC | GENERAL OPERATIONS | $5,000 | |
| UNITED WAY OF LINCOLNLANCASTER COUNTY | ||||||||
| 238 S 13TH ST | LINCOLN | NE | 68508 | NONE | PC | GENERAL OPERATIONS | $131,500 | |
| UNITED WAY OF SOUTH CENTRAL MICHIGAN | ||||||||
| 34 WEST JACKSON ST | BATTLE CREEK | MI | 49017 | NONE | PC | GENERAL OPERATIONS | $28,500 | |
| UNITED WAY OF UTAH COUNTY | ||||||||
| 148 100 W PROVO | PROVO | UT | 84601 | NONE | PC | GENERAL OPERATIONS | $26,500 | |
| UNIVERSITY OF NEBRASKA FOUNDATION | ||||||||
| 1010 LINCOLN MALL 300 | LINCOLN | NE | 68508 | NONE | PC | GENERAL OPERATIONS | $7,500 | |
| UTAH FOOD BANK | ||||||||
| 3150 S 900 W SOUTH SALT LAKE | SALT LAKE CITY | UT | 84119 | NONE | PC | GENERAL OPERATIONS | $2,500 | |
| VOCES | ||||||||
| 1346 W COLUMBIA AVE | BATTLE CREEK | MI | 49015 | NONE | PC | GENERAL OPERATIONS | $500 | |
| WNCC FOUNDATION | ||||||||
| 1601 EAST 27TH | SCOTTSBLUFF | NE | 69361 | NONE | PC | GENERAL OPERATIONS | $2,500 | |
| WYUKA HISTORICAL FOUNDATION | ||||||||
| 3600 O ST | LINCOLN | NE | 68510 | NONE | PC | GENERAL OPERATIONS | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $631,770 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,675 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $49,675 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $49,675 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DUNCAN AVIATION | ||||||
| 1 | 3701 AVIATION ROAD | LINCOLN | NE | 68524 | $1,800,000 | Yes (X) |
| COMMONWEALTH ELECTRIC COMPANY | ||||||
| 2 | 3910 SOUTH ST | LINCOLN | NE | 68506 | $75,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,775 | Amt |
| Disbursements Charitable Prps | $1,775 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| TELEPHONE & INTERNET | $130 | $130 |
| FEES | $609 | $609 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $196 | Amt |
Comments