RICHARD BROOKE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD BROOKE FOUNDATION (EIN 47-2497511)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202621329349103612
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T14:38:53-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470625816 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTZ AND COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13616 CALIFORNIA ST STE 300 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 681545336 | 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 | 472497511 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD BROOKE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 4029733030 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17310 WRIGHT ST 202 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68130 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELINDA DRICKEY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4029733030 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL SWEENEY JD LLM | PreparerPersonNm |
| PTIN | P02009973 | PTIN |
| Phone | 4024968800 | PhoneNum |
| Preparation | 2026-05-11 | 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 | $134,624,552 | 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 | $693,435 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $206 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $206 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $35,308 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,308 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,432,975 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,604,062 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,432,975 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,161,924 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,468,489 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $167,517 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $21,350 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $82,866 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $541 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $43,221 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,783 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $336,228 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,707,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,707,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,043,928 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,707,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,882,004 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,468,489 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $704,490 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $877,527 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $877,527 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $36,198,821 | CorporateStockBOYAmt |
| Corporate Stock EOY | $34,039,072 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $133,746,804 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $71,360 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $71,140 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $761 | LandBOYAmt |
| Land EOY | $220 | LandEOYAmt |
| Land EOYFMV | $220 | LandEOYFMVAmt |
| Total Assets BOY | $36,904,072 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,916,820 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $134,624,552 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4,228 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,552 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,228 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,552 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $36,899,844 | RetainedEarningBOYAmt |
| Retained Earning EOY | $34,912,268 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $36,899,844 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,912,268 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $36,904,072 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,916,820 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $36,899,844 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,882,004 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $35,017,840 | SubtotalAmt |
| Other Decreases | $105,572 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $34,912,268 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2025-02-14 | 2025-06-12 | $790,540 | $785,973 | $4,567 | $4,567 | |
| PUBLICLY TRADED SECURITIES | 2021-08-23 | 2025-06-12 | $1,097,608 | $1,175,615 | -$78,007 | -$78,007 | |
| BERKSHIRE HATHAWAY - CLASS B | 2016-11-04 | 2025-11-21 | $656,929 | $152,659 | $504,270 | $504,270 | |
| BERKSHIRE HATHAWAY - CLASS A | 2013-10-22 | 2025-12-04 | $4,554,791 | $1,056,840 | $3,497,951 | $3,497,951 | |
| CAPITAL GAINS DIVIDENDS | $504,194 | $504,194 | $504,194 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,432,975 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $62,112 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $62,112 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $62,112 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $70,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $70,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,888 | OverpaymentAmt |
| Applied To ES Tax | $7,888 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.RICHARDBROOKE.ORG | WebsiteAddressTxt |
| Individual With Books | MELINDA DRICKEY | IndividualWithBooksNm |
| Phone | 4029733025 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17310 WRIGHT STREET SUITE 202 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| MELINDA DRICKEY | ||||||||
| 17310 WRIGHT ST STE 202 | OMAHA | NE | 68130 | EXECUTIVE DIRECTOR & TREAS | 40.00 | $167,517 | $21,350 | $0 |
| NEAL DRICKEY | ||||||||
| 17310 WRIGHT ST STE 202 | OMAHA | NE | 68130 | SECRETARY | 5.00 | $0 | $0 | $0 |
| ANNE DRICKEY | ||||||||
| 17310 WRIGHT ST STE 202 | OMAHA | NE | 68130 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| ROBERT DRICKEY | ||||||||
| 17310 WRIGHT ST STE 202 | OMAHA | NE | 68130 | VICE PRESIDENT | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $137,276,031 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $362,777 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $243 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $137,639,051 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $137,639,051 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,064,586 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $135,574,465 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,778,723 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,778,723 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $62,112 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $62,112 | TotalTaxAmt |
| Distributable Before Adj | $6,716,611 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,716,611 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,716,611 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,707,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,707,700 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,716,611 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $529,141 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $529,141 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,707,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,707,700 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $8,911 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $8,911 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $520,230 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $520,230 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $520,230 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACLU OF NEBRASKA | ||||||
| 134 5 13TH ST 1010 | LINCOLN | NE | 68508 | PC | GENERAL OPERATING SUPPORT | $75,000 |
| AMERICAN MIDWEST BALLET | ||||||
| 1001 S 6TH ST | COUNCIL BLUFFS | IA | 51503 | PC | GENERAL OPERATING SUPPORT | $150,000 |
| ANIMAL ACTION LEAGUE | ||||||
| PO BOX 1413 | JOSHUA TREE | CA | 92252 | PC | SPAY/NEUTER TRAILER MATCHING GRANT | $100,000 |
| ANIMAL ACTION LEAGUE | ||||||
| PO BOX 1413 | JOSHUA TREE | CA | 92252 | PC | EAST VALLEY SPAY/NEUTER CLINICS | $80,000 |
| ANIMAL SAMARITANS | ||||||
| 72-120 PET LAND PLACE | THOUSAND PALMS | CA | 92276 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| ASSISTANCE LENGUE OF OMAHA | ||||||
| 3569 LEAVENWORTH ST | OMAHA | NE | 68105 | PC | OPERATION SCHOOL BELL | $150,000 |
| AUTISM ACTION FARTNERSHIP | ||||||
| 10909 MILL VELLEY RD 205 | OMAHA | NE | 68154 | PC | GENERAL OPERATING SUPPORT | $35,000 |
| AVENUE SCHOLERS FOUNDATION | ||||||
| 2121 N 117TH AVE SUITE 220 | OMAHA | NE | 68164 | PC | GENERAL OPERATING SUPPORT | $150,000 |
| BOYS AND GIRLS CLUBS OF THE COACHELLA VALLEY | ||||||
| 42600 COOK ST SUITE 120 | PALM DESERT | CA | 92211 | PC | GENERAL OPERATING SUPPORT | $80,000 |
| BROWNELL-TALBOT | ||||||
| 400 N HAPPY HOLLOW BLVD | OMAHA | NE | 68132 | PC | SCHOLARSHIPS | $40,000 |
| CALIFORNIA PAWS RESCUE | ||||||
| 73650 DINAH SHORE DRIVE | PALM DESERT | CA | 92211 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| CAMP FOSTERYMCA OF THE OKOBOJIS | ||||||
| 1769 260TH AVE | SPIRIT LAKE | IA | 51360 | PC | EMPLOYEE SCHOLARSHIPS/BONUSES | $182,500 |
| CASA FOR DOUGLAS COUNTY | ||||||
| 2412 ST MARYS AVENUE | OMAHA | NE | 68105 | PC | GENERAL OPERATING SUPPORT | $75,000 |
| CHILD SAVING IINSTITUTE | ||||||
| 4545 DODGE ST | OMAHA | NE | 68132 | PC | PEDIATRIC AND ADOLESCENT MENTAL HEALTH SERVICES | $115,000 |
| CHILDREN'S HOSPITAL FOUNDATION | ||||||
| 8404 INDIAN HILLS DRIVE SUITE 650 | OMAHA | NE | 68114 | PC | PET THERAPY PROGRAM | $40,000 |
| CHILDREN'S SCHOLARSHIP FUND | ||||||
| 7837 CHICAGO PLAZA | OMAHA | NE | 68114 | PC | K-8 SCHOLARSHIPS | $60,000 |
| CITY SPROUTS | ||||||
| PO BOX 31593 | OMAHA | NE | 68131 | PC | SUMMER URBAN FARMING INTERNSHIP | $35,000 |
| COLLEGE OF THE DESERT FOUNDATION | ||||||
| 43-500 MONTERREY AVE | PALM DESERT | CA | 92260 | PC | PLEDGE SCHOLARSHIP PROGRAM | $200,000 |
| COLLEGE POSSIBLE OMAHA | ||||||
| 900 S 74TH PLAZA SUITE 403 | OMAHA | NE | 68144 | PC | GENERAL OPERATING SUPPORT | $125,000 |
| COMMUNITY ALLIANCE REHABILITATION SERVICES | ||||||
| 7150 ARBOR STREET | OMAHA | NE | 68106 | PC | RAPID RESPONSE TEAM | $50,000 |
| COMPLETELY KIDS | ||||||
| 2566 ST MARYS AVE | OMAHA | NE | 68105 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| DURHAM MUSEUM | ||||||
| 801 S 10TH ST | OMAHA | NE | 68108 | PC | TEMPORARY EXHIBIT PROGRAM | $75,000 |
| ELKHORN PUBLIC SCHOOLLS FOUNDATION | ||||||
| 20272 VETERANS DRIVE | ELKHORN | NE | 68022 | PC | ROBOTICS AFTER-SCHOOL CLUBS | $31,000 |
| FILM STREAMS | ||||||
| 1340 MIKE FAHEY ST | OMAHA | NE | 68104 | PC | GENERAL OPERATING SUPPORT | $75,000 |
| FOOD BANK FOR THE HEARTLAND | ||||||
| 10525 J ST | OMAHA | NE | 68127 | PC | SCHOOL BASED MOBILE PANTRIES | $150,000 |
| FOOD BANK FOR THE HEARTLAND | ||||||
| 10525 J ST | OMAHA | NE | 68127 | PC | SNAP COUNSELLOR | $50,000 |
| FOOD IN NEED OF DISTRIBUTION INC (DBA FIND FOOD BANK) | ||||||
| 83-775 CITRUS AVE | INDIO | CA | 92202 | PC | MOBILE MARKETS | $175,000 |
| GALLERY 1516 OF REGIONAL ARTISTS | ||||||
| 1516 LEAVENWORTH ST | OMAHA | NE | 68102 | PC | BAGELS AND SOMETIMES BACH | $25,000 |
| GALLERY 1516 OF REGIONAL ARTISTS | ||||||
| 1516 LEAVENWORTH ST | OMAHA | NE | 68102 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| GIRLS INCORPORATED OF OMAHA | ||||||
| 2811 N 45TH ST | OMAHA | NE | 68104 | PC | CAPITAL CAMPAIGN | $100,000 |
| GIRLS INCORPORATED OF OMAHA | ||||||
| 2811 N 45TH ST | OMAHE | NE | 68104 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| HOSPICE HOUSE | ||||||
| 7415 CEDAR ST | OMAHA | NE | 68124 | PC | GENERAL OPERATING SUPPORT | $75,000 |
| KIEWIT LUMINARIUM | ||||||
| 345 RIVERTRONT DRIVE | OMAHA | NE | 68102 | PC | FIELD TRIP PROGRAM | $100,000 |
| LEARNING FOR ALL | ||||||
| 6001 DODGE RD CEC117B | OMAHA | NE | 68182 | PC | GENERAL OPERATING SUPPORT | $20,000 |
| LIVING DESERT | ||||||
| 47900 PORTOLA AVE | PALM DESERT | CA | 92260 | PC | FIELD TRIP PROGRAM | $150,000 |
| MCCALLUM THEATER | ||||||
| 73000 FRED WARING DRIVE | PALM DESERT | CA | 92260 | PC | AESTHETIC EDUCATION PROGRAM | $100,000 |
| NEBRASKA APPLESEED | ||||||
| PO BOX 83613 | LINCOLN | NE | 68508 | PC | GENERAL OPERATING SUPPORT FOR CHILD WELFARE PROGRAM | $75,000 |
| NEBRASKA CHILDREN & FAMILIES FOUNDATION | ||||||
| 215 CENTENNIAL MALL SOUTH SUITE 200 | LINCOLN | NE | 68501 | PC | LEARN AND EARN TO ACHIEVE POTENTIAL SKILLS SCHOLARSHIPS | $115,000 |
| NEBRASKA HUMANE SOCIETY | ||||||
| 8929 FORT ST | OMAHA | NE | 68134 | PC | PET WELLNESS CENTER | $1,000,000 |
| NEBRASKA HUMANE SOCIETY | ||||||
| 8929 FORT ST | OMAHA | NE | 68134 | PC | GENERAL OPERATING SUPPORT | $30,000 |
| NEBRASKA HUMANE SOCIETY | ||||||
| 8929 FORT ST | OMAHA | NE | 68134 | PC | MOLLY PROJECT | $120,000 |
| NEBRASKA HUMANE SOCIETY | ||||||
| 8929 FORT ST | OMAHA | NE | 68134 | PC | FOREVER HOME | $50,000 |
| NO MORE EMPTY POTS | ||||||
| 8511 N 30TH ST | OMAHA | NE | 68112 | PC | YOUTH COMMUNITY EDUCATION PROGRAMMING | $100,000 |
| NORTHSTAR FOUNDATION | ||||||
| 4240 N 49TH AVE | OMAHA | NE | 68104 | PC | GENERAL OPERATING SUPPORT | $125,000 |
| OMAHA CHILDREN'S MUSEUM | ||||||
| 500 S 20TH ST | OMAHA | NE | 68102 | PC | PARTNER SCHOOL/WELCOME FUND PROGRAM | $75,000 |
| OMAHA CONSERVATORY OF MUSIC | ||||||
| 3504 S 108TH ST | OMAHA | NE | 68144 | PC | GENERAL OPERATING SUPPORT | $125,000 |
| OMAHA PERFORMING ARTS | ||||||
| 1200 DOUGLAS ST | OMAHA | NE | 68102 | PC | MUSICAL EXPLORERS | $40,000 |
| OMAHA PERFORMING ARTS | ||||||
| 1200 DOUGLAS ST | OMAHA | NE | 68102 | PC | DISNEY MUSICALS IN SCHOOLS | $40,000 |
| OMAHA PUBLIC LIBRARY FOUNDATION | ||||||
| 8790 F ST SUITE 108 | OMAHA | NE | 68127 | PC | SUMMER READING PROGRAM | $50,000 |
| OMAHA THEATER COMPANY | ||||||
| 2001 FARNAM ST | OMAHA | NE | 68102 | PC | LIL ROSIES | $75,000 |
| OMAHA THEATER COMPANY | ||||||
| 2001 FARNAM ST | OMAHA | NE | 68102 | PC | PREK DRAMA ENRICHMENT | $100,000 |
| ONEWORLD COMMUNITY HEALTH CENTERS INC | ||||||
| 4920 S 30TH ST SUITE 103 | OMAHA | NE | 68107 | PC | BEHAVIORAL HEALTH AND WORKFORCE TRAINING CENTER CAPITAL CAMPAIGN | $300,000 |
| ONEWORLD COMMUNITY HEALTH CENTERS INC | ||||||
| 4920 S 30TH ST SUITE 103 | OMAHA | NE | 68107 | PC | TEEN & YOUNG ADULT HEALTH CENTERS | $100,000 |
| ONEWORLD COMMUNITY HEALTH CENTERS INC | ||||||
| 4920 S 30TH ST SUITE 103 | OMAHA | NE | 65107 | PC | MOBILE DENTAL CLINICS | $100,000 |
| ONEWORLD COMMUNITY HEALTH CENTERS INC | ||||||
| 4920 S 30TH ST SUITE 103 | OMAHA | NE | 68107 | PC | FAMILY LEARNING AND NAVIGATION SERVICES AT THE LEARNING COMMUNITY OF SOUTH OMAHA | $100,000 |
| OOH DE LALLY | ||||||
| 4916 UNDERWOOD AVE | OMAHA | NE | 68132 | PC | GENERAL OPERATING SUPPORT | $30,000 |
| PALM SPRINGS UNIFIED SCHOOL DISTRICT FOUNDAITON | ||||||
| 150 DISTRICT CENTER DRIVE | PALM SPRINGS | CA | 92264 | PC | AFTER-SCHOOL DRONE CLUBS | $50,000 |
| PHOENIX ACADEMY | ||||||
| 1110 N 66TH ST | OMAHA | NE | 68132 | PC | GENERAL OPERATING SUPPORT | $75,000 |
| RANCHO MIRAGE LIBRARY FOUNDATION | ||||||
| 71-100 HWY 111 | RANCHO MIRAGE | CA | 92270 | PC | CHILDREN'S THEATER PROGRAM | $100,000 |
| SHELTERING TREE | ||||||
| 7307 PONDEROSA DR | PAPILLION | NE | 68045 | PC | GOALS RESIDENT PROGRAMMING | $44,200 |
| STREET DOG COALITION | ||||||
| 305 W MAGNOLIA ST 277 | FORT COLLINS | CO | 80521 | PC | OMAHA CLINICS | $30,000 |
| UNION FOR CONTEMPORARY ART | ||||||
| 2417 BURDETTE STREET | OMAHA | NE | 68111 | PC | YOUTH ENGAGEMENT PROGRAMS | $100,000 |
| VOICE FOR COMPANION ANIMALS | ||||||
| PO BOX 5256 | GRAND ISLAND | NE | 68802 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| WOMEN'S CENTER FOR ADVANCEMENT | ||||||
| 222 S 29TH ST | OMAHA | NE | 68131 | PC | GENERAL OPERATING SUPPORT | $75,000 |
| WOMEN'S FUND OF OMAHA | ||||||
| 1111 N 13TH ST SUITE 106 | OMAHA | NE | 68102 | PC | ADOLESCENT HEALTH PROJECT | $75,000 |
| YOUTH EMERGENCY SERVICES | ||||||
| 2679 FARNAM ST SUITE 205 | OMAHA | NE | 68131 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,707,700 | 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 | $206 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,308 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,432,975 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,468,489 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,468,489 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (95 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| WILLA SEEMANN | |||||||
| 1 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $76,463 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 2 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $7,631 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 3 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $7,386 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 4 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $3,485 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 5 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $6,774 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 6 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $2,527 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 7 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $10,324 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 8 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $2,658 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 9 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $4,017 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 10 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $3,587 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 11 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $1,875 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 12 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $6,972 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 13 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $4,749 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 14 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $3,177 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 15 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $4,537 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 16 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $4,326 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 17 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $5,585 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 18 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $5,463 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 19 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $5,186 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 20 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $9,247 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 21 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $19,149 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 22 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $4,482 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 23 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $7,941 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 24 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $5,360 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 25 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $6,607 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 26 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $2,641 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 27 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $3,413 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 28 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $4,166 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 29 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $4,006 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 30 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $4,295 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 31 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $5,896 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 32 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $2,200 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 33 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $6,783 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 34 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $9,491 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 35 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $1,734 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 36 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $9,989 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 37 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $4,090 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 38 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $96,435 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 39 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $3,870 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 40 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $6,622 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 41 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $3,080 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 42 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $6,274 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 43 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $3,727 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 44 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $12,534 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 45 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $3,322 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 46 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $4,558 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 47 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $2,671 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 48 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $18,402 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 49 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $5,885 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 50 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $5,852 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 51 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $3,974 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 52 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $2,810 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 53 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $8,737 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 54 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $11,321 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 55 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $6,286 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 56 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $12,342 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 57 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $3,219 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 58 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $6,797 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 59 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $3,653 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 60 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $4,140 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 61 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $4,132 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 62 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $3,563 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 63 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $3,030 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 64 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $7,746 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 65 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $4,043 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 66 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $2,059 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 67 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $8,494 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 68 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $4,991 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 69 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $5,025 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 70 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $10,394 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 71 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $2,981 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 72 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $3,079 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 73 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $4,129 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 74 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $2,282 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 75 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $2,235 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 76 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $5,990 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 77 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $6,004 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 78 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $3,329 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 79 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $7,783 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 80 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $3,193 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 81 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $15,110 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 82 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $4,340 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 83 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $4,564 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 84 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $6,572 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 85 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $3,463 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 86 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $1,405 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 87 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $3,700 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 88 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $1,947 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 89 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $17,044 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 90 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $6,484 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 91 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $2,864 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 92 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $5,244 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 93 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $6,112 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 94 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $1,853 | Yes (X) | |
| WILLA SEEMANN | |||||||
| 95 | 10126 FIELDCREST DRIVE | OMAHA | NE | 68114 | $3,528 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (94 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 42 SHARES OF ABBVIE INC STOCK (ABBV) | $7,631 | 2025-05-15 |
| 3 | 36 SHARES OF AMAZON. COM INC STOCK (AMZ) | $7,386 | 2025-05-15 |
| 4 | 36 SHARES OF AMEREN CORP STOCK (AEE) | $3,485 | 2025-05-15 |
| 5 | 32 SHARES OF AMERICAN TOWER CORP NEW REIT STOCK (AMT) | $6,774 | 2025-05-15 |
| 6 | 18 SHARES OF AMERICAN WTR WKS CO INC STOCK (AWK) | $2,527 | 2025-05-15 |
| 7 | 38 SHARES OF AMGEN INC STOCK (AMGN) | $10,324 | 2025-05-15 |
| 8 | 141 SHARES OF ANTERO MIDSTREAM CORP STOCK (AM) | $2,658 | 2025-05-15 |
| 9 | 147 SHARES OF AT&T INC STOCK (T) | $4,017 | 2025-05-15 |
| 10 | 23 SHARES OF ATMOS ENERGY CORP STOCK (ATO) | $3,587 | 2025-05-15 |
| 11 | 146 SHARES OF AVANTOR INC STOCK (AVTR) | $1,875 | 2025-05-15 |
| 12 | 78 SHARES OF BANK NEW YORK MELLON COR STOCK (BK) | $6,972 | 2025-05-15 |
| 13 | 107 SHARES OF BANK OF AMERICA CORP STOCK (BAC) | $4,749 | 2025-05-15 |
| 14 | 56 SHARES OF BLOCK H & R INC STOCK (HRB) | $3,177 | 2025-05-15 |
| 15 | 22 SHARES OF BOEING CO STOCK (BA) | $4,537 | 2025-05-15 |
| 16 | 140 SHARES OF CANADIAN NAT RES LTD F STOCK (CNQ) | $4,326 | 2025-05-15 |
| 17 | 150 SHARES OF CENTERPOINT ENERGY INC STOCK (CNP) | $5,585 | 2025-05-15 |
| 18 | 62 SHARES OF CHARLES SCHWAB CORP STOCK (SCHW) | $5,463 | 2025-05-15 |
| 19 | 22 SHARES OF CHENIERE ENERGY INC STOCK (LNG) | $5,186 | 2025-05-15 |
| 20 | 65 SHARES OF CHEVRON CORP NEW STOCK (CVX) | $9,247 | 2025-05-15 |
| 21 | 298 SHARES OF CISCO SYS INC STOCK (CSCO) | $19,149 | 2025-05-15 |
| 22 | 59 SHARES OF CITIGROUP INC STOCK (C) | $4,482 | 2025-05-15 |
| 23 | 112 SHARES OF CMS ENERGY CORP STOCK (CMS) | $7,941 | 2025-05-15 |
| 24 | 68 SHARES OF COHERENT CORP STOCK (COHR) | $5,360 | 2025-05-15 |
| 25 | 187 SHARES OF COMCAST CORP NEW CLASS A STOCK (CMCSA) | $6,607 | 2025-05-15 |
| 26 | 116 SHARES OF CONAGRA BRANDS INC STOCK (CAG) | $2,641 | 2025-05-15 |
| 27 | 12 SHARES OF CONSTELLATION ENERGY CORP STOCK (CEG) | $3,413 | 2025-05-15 |
| 28 | 12 SHARES OF CORPAY INC STOCK (CPAY) | $4,166 | 2025-05-15 |
| 29 | 128 SHARES OF CSX CORP STOCK (CSX) | $4,006 | 2025-05-15 |
| 30 | 140 SHARES OF DIGITALOCEAN HLDGS INC STOCK (DOCN) | $4,295 | 2025-05-15 |
| 31 | 62 SHARES OF EAST WEST BANKCORP STOCK (EWBC) | $5,896 | 2025-05-15 |
| 32 | 3 SHARES OF ELI LILLY AND CO STOCK (LLY) | $2,200 | 2025-05-15 |
| 33 | 151 SHARES OF ENBRIDGE INC STOCK (ENB) | $6,783 | 2025-05-15 |
| 34 | 116 SHARES OF ENTERGY CORP NEW STOCK (ETR) | $9,491 | 2025-05-15 |
| 35 | 2 SHARES OF EQUINIX INC REIT STOCK (EQIX) | $1,734 | 2025-05-15 |
| 36 | 230 SHARES OF EXELON CORP STOCK (EXC) | $9,989 | 2025-05-15 |
| 37 | 68 SHARES OF FIRST AMERN FINL CORP STOCK (FAF) | $4,090 | 2025-05-15 |
| 38 | 5,498 SHARES OF FIRST TRUST PREFERRED SEC INCOME ETF STOCK (FPE) | $96,435 | 2025-05-15 |
| 39 | 227 SHARES OF FIRST WATCH RESTAURANT STOCK (FWRG) | $3,870 | 2025-05-15 |
| 40 | 66 SHARES OF GILEAD SCIENCES INC STOCK (GILD) | $6,622 | 2025-05-15 |
| 41 | 5 SHARES OF GOLDMAN SACHS GROUP INC STOCK (GS) | $3,080 | 2025-05-15 |
| 42 | 167 SHARES OF GSK PLC ADR FSPONSORED ADR 1 ADR REPS STOCK (GSK) | $6,274 | 2025-05-15 |
| 43 | 242 SHARES OF HOST HOTELS & RESORTS INC STOCK (HST) | $3,727 | 2025-05-15 |
| 44 | 47 SHARES OF IBM CORP STOCK (IBM) | $12,534 | 2025-05-15 |
| 45 | 19 SHARES OF INTERCONTINENTAL EXCHANGE STOCK (ICE) | $3,322 | 2025-05-15 |
| 46 | 181 SHARES OF INTERPUBLIC GROUP COS INC STOCK (IPG) | $4,558 | 2025-05-15 |
| 47 | 50 SHARES OF JEFFERIES FINL GROUP INC (JEF) | $2,671 | 2025-05-15 |
| 48 | 123 SHARES OF JOHNSON & JOHNSON STOCK (JNJ) | $18,402 | 2025-05-15 |
| 49 | 22 SHARES OF JPMORGAN CHASE & CO STOCK (JPM) | $5,885 | 2025-05-15 |
| 50 | 209 SHARES OF KINDER MORGAN INC DEL STOCK (KMI) | $5,852 | 2025-05-15 |
| 51 | 34 SHARES OF LAMAR ADVERTISING CO NEWREIT STOCK (LAMR) | $3,974 | 2025-05-15 |
| 52 | 17 SHARES OF MARATHON PETE CORP STOCK (MPC) | $2,810 | 2025-05-15 |
| 53 | 134 SHARES OF MARVELL TECHNOLOGY INC STOCK (MRVL) | $8,737 | 2025-05-15 |
| 54 | 36 SHARES OF MCDONALDS CORP STOCK (MCD) | $11,321 | 2025-05-15 |
| 55 | 73 SHARES OF MEDTRONIC PLC STOCK (MDT) | $6,286 | 2025-05-15 |
| 56 | 165 SCHARES OF MERCK & CO INC STOCK (MRK) | $12,342 | 2025-05-15 |
| 57 | 5 SHARES OF META PLATFORMS INC CLASS A STOCK (META) | $3,219 | 2025-05-15 |
| 58 | 15 SHARES OF MICROSOFT CORP STOCK (MSFT) | $6,797 | 2025-05-15 |
| 59 | 49 SHARES OF NEXTERA ENERGY INC STOCK (NEE) | $3,653 | 2025-05-15 |
| 60 | 107 SHARES OF NISOURCE INC STOCK (NI) | $4,140 | 2025-05-15 |
| 61 | 59 SHARES OF NTNL GIRD OLC ADR FSPONSORED ADR 1 ADR REPS STOCK (NGG) | $4,132 | 2025-05-15 |
| 62 | 62 SHARES OF NUTRIEN LTD STOCK (NTR) | $3,563 | 2025-05-15 |
| 63 | 69 SHARES OF OGE ENERGY CORP STOCK (OGE) | $3,030 | 2025-05-15 |
| 64 | 204 SHARES OF OLD REP INTL CORP STOCK (ORI) | $7,746 | 2025-05-15 |
| 65 | 47 SHARES OF ONEOK INC NEW STOCK (OKE) | $4,043 | 2025-05-15 |
| 66 | 21 SHARES OF ONTO INNOVATION INC STOCK (ONTO) | $2,059 | 2025-05-15 |
| 67 | 55 SHARES OF PAYCHEX INC STOCK (PAYX) | $8,494 | 2025-05-15 |
| 68 | 40 SHARES OF PHILLIPS 66 STOCK (PSX) | $4,991 | 2025-05-15 |
| 69 | 146 SHARES OF PPL CORP STOCK (PPL) | $5,025 | 2025-05-15 |
| 70 | 64 SHARES OF PROCTER & GAMBLE CO STOCK (PG) | $10,394 | 2025-05-15 |
| 71 | 38 SHARES OF PUBLIC SVC ENTERPRISE GR STOCK (PEG) | $2,981 | 2025-05-15 |
| 72 | 10 SHARES OF ROCKWELL AUTOMATION INC STOCK (ROK) | $3,079 | 2025-05-15 |
| 73 | 54 SHARES OF SEMPRA STOCK (SRE) | $4,129 | 2025-05-15 |
| 74 | 88 SHARES OF SOUTH BOW CORP STOCK (SOBO) | $2,282 | 2025-05-15 |
| 75 | 63 SHARES OF STAG INDL INC REIT STOCK (STAG) | $2,235 | 2025-05-15 |
| 76 | 61 SHARES OF STATE STR CORP STOCK (STT) | $5,990 | 2025-05-15 |
| 77 | 25 SHARES OF T-MOBILE US INC STOCK (TMUS) | $6,004 | 2025-05-15 |
| 78 | 20 SHARES OF TARGA RES CORP STOCK (TRGP) | $3,329 | 2025-05-15 |
| 79 | 156 SHARES OF TC ENERGY CORP STOCK (TRP) | $7,783 | 2025-05-15 |
| 80 | 17 SHARES OF TEXAS INSTRS INC STOCK (TXN) | $3,193 | 2025-05-15 |
| 81 | 211 SHARES OF THE COOCA-COLA CO STOCK (KO) | $15,110 | 2025-05-15 |
| 82 | 56 SHARES OF THE TRADE DESK INC CLASS A STOCK (TTD) | $4,340 | 2025-05-15 |
| 83 | 56 SHARES OF THOR INDS INC STOCK (THO) | $4,564 | 2025-05-15 |
| 84 | 111 SHARES OF TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS STOCK (TTE) | $6,572 | 2025-05-15 |
| 85 | 15 SHARES OF UNION PAC CORP STOCK (UNP) | $3,463 | 2025-05-15 |
| 86 | 14 SHARES OF UNITED PARCEL SVC INC CLASS B STOCK (UPS) | $1,405 | 2025-05-15 |
| 87 | 83 SHARES OF US BANCORP DEL STOCK (USB) | $3,700 | 2025-05-15 |
| 88 | 63 SHARES OF VAXCYTE INC STOCK (PCVX) | $1,947 | 2025-05-15 |
| 89 | 392 SHARES OF VERIZON COMMUNICAITONS INC STOCK (VZ) | $17,044 | 2025-05-15 |
| 90 | 205 SHARES OF VICI PPTYS INC REIT STOCK (VICI) | $6,484 | 2025-05-15 |
| 91 | 15 SHARES OF WASTE CONNECTIONS INC F STOCK (WCN) | $2,864 | 2025-05-15 |
| 92 | 23 SHARES OF WASTE MGMT INC DEL STOCK (WM) | $5,244 | 2025-05-15 |
| 93 | 104 SHARES OF WILLIAMS COS INC STOCK (WMB) | $6,112 | 2025-05-15 |
| 94 | 26 SHARES OF XCEL ENERGY INC STOCK (XEL) | $1,853 | 2025-05-15 |
| 95 | 22 SHARES OF ZOETIS INC CLASS A STOCK (ZTS) | $3,528 | 2025-05-15 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,950 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| OFFICE FURNITURE | 2015-03-27 | $9,035 | $9,035 | 200DB | 7.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 2015-05-28 | $2,989 | $2,989 | 200DB | 7.000000000000 | $0 | $0 |
| SOFA | 2015-05-29 | $2,196 | $2,196 | 200DB | 7.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 2015-06-04 | $6,649 | $6,649 | 200DB | 7.000000000000 | $0 | $0 |
| COMPUTER ACCESSORIES | 2015-06-04 | $2,058 | $2,058 | 200DB | 5.000000000000 | $0 | $0 |
| FILE CABINET | 2015-06-10 | $2,003 | $2,003 | 200DB | 7.000000000000 | $0 | $0 |
| OFFICE DECOR | 2015-08-11 | $27,256 | $27,256 | 200DB | 7.000000000000 | $0 | $0 |
| OFFICE DECOR | 2015-09-29 | $4,815 | $4,815 | 200DB | 7.000000000000 | $0 | $0 |
| OFFICE DECOR | 2016-01-28 | $5,000 | $5,000 | 200DB | 7.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 2018-08-20 | $6,477 | $6,188 | 200DB | 7.000000000000 | $289 | $0 |
| LATERAL FILES & CABINETS | 2019-10-04 | $2,882 | $2,410 | 200DB | 7.000000000000 | $252 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $30,495,001 | $130,677,914 |
| EQUITY FUNDS | $3,544,071 | $3,068,890 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE FURNITURE | $9,035 | $9,035 | $0 |
| OFFICE FURNITURE | $2,989 | $2,989 | $0 |
| SOFA | $2,196 | $2,196 | $0 |
| OFFICE FURNITURE | $6,649 | $6,649 | $0 |
| COMPUTER ACCESSORIES | $2,058 | $2,058 | $0 |
| FILE CABINET | $2,003 | $2,003 | $0 |
| OFFICE DECOR | $27,256 | $27,256 | $0 |
| OFFICE DECOR | $4,815 | $4,815 | $0 |
| OFFICE DECOR | $5,000 | $5,000 | $0 |
| OFFICE FURNITURE | $6,477 | $6,477 | $0 |
| LATERAL FILES & CABINETS | $2,882 | $2,662 | $220 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV VS COST BASIS OF DONATED STOCK | Desc |
| Amt | $105,572 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE - UMBRELLA | $1,000 | $0 | $0 |
| INSURANCE - WORKERS COMP | $5 | $0 | $0 |
| OPERATING EXPENSES | $3,886 | $0 | $0 |
| SOFTWARE | $2,836 | $0 | $0 |
| INSURANCE - LIABILITY, D AND O | $8,690 | $0 | $0 |
| MILEAGE REIMBURSEMENT | $309 | $0 | $0 |
| BANK FEES | $2 | $0 | $0 |
| BUSINESS REGISTRATION FEES | $55 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL LIABILITIES | $4,129 | $4,359 |
| CAPITAL ONE CREDIT CARD | $99 | $193 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $70,000 | $0 | $0 |
| PAYROLL TAXES | $12,866 | $0 | $0 |
Comments