MILTON G WALDBAUM FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MILTON G WALDBAUM FAMILY FOUNDATION (EIN 36-3611254)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-20
- IRS object ID
- 202622019349100507
- Schema version
- 2025v4.2
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-20T11:37:25-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14010 FNB PKWY STE 600 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 681545206 | 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 | 363611254 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILTON & MIRIAM WALDBAUM FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILT | BusinessNameControlTxt |
| Phone | 4023455866 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6695 COUNTY RD 32 | AddressLine1Txt |
| City | FORT CALHOUN | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN WALDBAUM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4026303675 | PhoneNum |
| Signature | 2026-07-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN M CSIPKES CPA | PreparerPersonNm |
| PTIN | P00400878 | PTIN |
| Phone | 4023302660 | PhoneNum |
| Preparation | 2026-07-20 | 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 | $7,578,089 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $55,883 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $55,883 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $93,242 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $93,242 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $193,555 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $912,940 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $193,555 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $342,680 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $342,680 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $175 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $175 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $52,486 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,486 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,958 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $786 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,384 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,379 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $89,628 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $81,451 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $367,956 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $367,956 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $457,584 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $81,451 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $367,956 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$114,904 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $261,229 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $226,948 | CashBOYAmt |
| Cash EOY | $395,275 | CashEOYAmt |
| Cash EOYFMV | $395,275 | CashEOYFMVAmt |
| US Government Obligations BOY | $911,624 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $784,721 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $793,563 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,836,615 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,730,995 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,278,094 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $630,854 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $641,865 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $661,742 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $395,937 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $334,218 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $449,415 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,001,978 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,887,074 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,578,089 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,001,978 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,887,074 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,001,978 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,887,074 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,001,978 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,887,074 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,001,978 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$114,904 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,887,074 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,887,074 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| WELLS FARGO - SHORT TERM | P | $49,716 | $49,547 | $169 | $169 |
| WELLS FARGO - LONG TERM | P | $829,432 | $669,838 | $159,594 | $159,594 |
| CAPITAL GAINS DIVIDENDS | P | $33,792 | $33,792 | $33,792 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $193,555 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,631 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,631 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,631 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | 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 | $4,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Overpayment | $364 | OverpaymentAmt |
| Applied To ES Tax | $364 | 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 | 0 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN WALDBAUM | IndividualWithBooksNm |
| Phone | 4023455866 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6695 COUNTY ROAD 32 | AddressLine1Txt |
| City | FORT CALHOUN | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68023 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JEROME WALDBAUM | ||||||||
| 6026 95TH PL SW | OMAHA | NE | 68127 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| CHERYL WALDBAUM | ||||||||
| 6026 95TH PL SW | OMAHA | NE | 68127 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| SUSAN HUGHSON | ||||||||
| 10335 E JENAN DR | SCOTTSDALE | AZ | 85260 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JOHN WALDBAUM | ||||||||
| 6695 COUNTY ROAD 32 | FORT CALHOUN | NE | 68023 | TRUSTEE | 5.00 | $24,000 | $0 | $0 |
| NATHA WALDBAUM | ||||||||
| 6695 COUNTY ROAD 32 | FORT CALHOUN | NE | 68023 | TRUSTEE | 0.00 | $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 | $7,026,717 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $288,564 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,315,281 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,315,281 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $109,729 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,205,552 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $360,278 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $360,278 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,631 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,631 | TotalTaxAmt |
| Distributable Before Adj | $356,647 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $356,647 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $356,647 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $367,956 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $367,956 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $356,647 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $27,746 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,215 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,950 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,044 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,762 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $63,717 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $367,956 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $356,647 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,309 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $75,026 | 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 | $27,746 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $47,280 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,215 | ExcessFromYear4Amt |
| Excess From Year3 | $6,950 | ExcessFromYear3Amt |
| Excess From Year2 | $11,044 | ExcessFromYear2Amt |
| Excess From Year1 | $10,762 | ExcessFromYear1Amt |
| Excess From Current Year | $11,309 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN WALDBAUM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6695 COUNTY ROAD 32 | AddressLine1Txt |
| City | FORT CALHOUN | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4023455866 | RecipientPhoneNum |
| Recipient Email Address | STONEGATE4@AOL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | THE APPLICATION SHOULD INCLUDE GENERAL BACKGROUND INFORMATION ON THE APPLICANT, THE AMOUNT REQUESTED, THE PROPOSED USE OF THE REQUESTED AMOUNT, AND THE PROPOSED BUDGET OF THE ORGANIZATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED AT ANY TIME | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS DUE TO THE GEOGRAPHICAL LOCATION, KIND OF INSTITUTION, ETC. AWARD AMOUNTS ARE LIMITED ONLY BY THE FOUNDATION'S CAPICITY TO PAY AMOUNTS RELATIVE TO THE TOTAL. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADL - NEVADA | |||||||
| 8985 S EASTERN AVE STE 370 | LAS VEGAS | NV | 89123 | NONE | PC | GENERAL FUNDING | $5,000 |
| ADL PACIFIC NORTHWEST REGION | |||||||
| 2200 6TH AVE | SEATTLE | WA | 98121 | NONE | PC | GENERAL FUNDING | $5,000 |
| AMERICAN FRIENDS OF TEL AVIV UNIVERSITY | |||||||
| 8 WEST 40TH STREET 8TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL FUNDING | $5,000 |
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 W 36TH ST 11 | NEW YORK | NY | 10018 | NONE | PC | GENERAL FUNDING | $2,000 |
| ANACORTES FAMILY CENTER | |||||||
| 2702 COMMERCIAL AVE | ANACORTES | WA | 98221 | NONE | PC | GENERAL FUNDING | $3,000 |
| ANACORTES PARKS FOUNDATION | |||||||
| PO BOX 1902 | ANACORTES | WA | 98221 | NONE | PC | GENERAL FUNDING | $4,000 |
| ARIZONA CRIME VICTIMS RIGHTS LAW GROUP | |||||||
| PO BOX 2323 | SCOTTSDALE | AZ | 85252 | NONE | PC | GENERAL FUNDING | $4,000 |
| ARIZONA PUBLIC MEDIA | |||||||
| PO BOX 210067 | TUCSON | AZ | 85721 | NONE | PC | GENERAL FUNDING | $2,000 |
| BELLEVUE UNIVERSITY FOUNDATION | |||||||
| 1000 GALVIN ROAD SOUTH | BELLEVUE | NE | 68005 | NONE | PC | GENERAL FUNDING | $5,000 |
| BREAKTHRU T1D - PACIFIC NORTHWEST | |||||||
| 1215 4TH AVENUE SUITE 1050 | SEATTLE | WA | 98161 | NONE | PC | GENERAL FUNDING | $5,000 |
| CARES FOUNDATION INC | |||||||
| 2414 MORRIS AVE STE 110 | UNION | NJ | 07083 | NONE | PC | GENERAL FUNDING | $3,000 |
| CENTER FOR REPRODUCTIVE RIGHTS | |||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | NONE | PC | GENERAL FUNDING | $10,000 |
| CONGREGATION BETH ISRAEL | |||||||
| 2200 BROADWAY ST | BELLINGHAM | WA | 98225 | NONE | PC | GENERAL FUNDING | $3,000 |
| ENVIRONMENT WASHINGTON RESEARCH AND POLICY CENTER | |||||||
| 1402 3RD AVE SUITE 618 | SEATTLE | WA | 98101 | NONE | PC | GENERAL FUNDING | $3,000 |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | NONE | PC | GENERAL FUNDING | $7,000 |
| FORT ATKINSON FOUNDATION | |||||||
| 1701 CLAY STREET | FORT CALHOUN | NE | 68023 | NONE | PC | GENERAL FUNDING | $1,000 |
| FORT CALHOUN FIRE AND RESCUE | |||||||
| 602 N 14TH ST | FORT CALHOUN | NE | 68023 | NONE | PC | GENERAL FUNDING | $2,000 |
| FRIENDS OF THE ACFL | |||||||
| 611 R AVENUE | ANACORTES | WA | 98221 | NONE | PC | GENERAL FUNDING | $1,000 |
| GIRLS INC | |||||||
| 2811 N 45TH STREET | OMAHA | NE | 68104 | NONE | PC | GENERAL FUNDING | $5,000 |
| HOME TRUST OF SKAGIT | |||||||
| 612 S FIRST STREET | MOUNT VERNON | WA | 98273 | NONE | PC | GENERAL FUNDING | $1,000 |
| INTERNATIONAL EGG FOUNDATION | |||||||
| 700 WEST ST CLAIR AVENUE SUITE 416 | CLEVELAND | OH | 44113 | NONE | PC | GENERAL FUNDING | $1,000 |
| ISLAND HOSPITAL FOUNDATION | |||||||
| 1211 24TH ST | ANACORTES | WA | 98221 | NONE | PC | GENERAL FUNDING | $5,000 |
| JEWISH FAMILY SERVICE | |||||||
| 333 S 132ND ST | OMAHA | NE | 68154 | NONE | PC | GENERAL FUNDING | $5,000 |
| JEWISH FEDERATION OF OMAHA | |||||||
| 333 SOUTH 132ND STREET | OMAHA | NE | 68154 | NONE | PC | GENERAL FUNDING | $36,967 |
| JEWISH FEDERATION OF SEATTLE | |||||||
| 2031 THIRD AVENUE | SEATTLE | WA | 98121 | NONE | PC | GENERAL FUNDING | $7,000 |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH ST | NEW YORK | NY | 10021 | NONE | PC | GENERAL FUNDING | $50,000 |
| KINGSWAY LEARNING CENTER | |||||||
| 144 KINGS HIGHWAY WEST | HADDONFIELD | NJ | 08033 | NONE | PC | GENERAL FUNDING | $3,000 |
| NEW ISRAEL FUND | |||||||
| 330 7TH AVE 1101 | NEW YORK | NY | 10001 | NONE | PC | GENERAL FUNDING | $1,500 |
| NORTHWEST JUSTICE PROJECT | |||||||
| 401 SECOND AVENUE S SUITE 407 | SEATTLE | WA | 98104 | NONE | PC | GENERAL FUNDING | $2,500 |
| NORTHEAST HIGH SCHOOL ALUMNI ASSOCIATION | |||||||
| PO BOX 1264 | BLUE SPRINGS | MO | 64013 | NONE | PC | GENERAL FUNDING | $1,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 434 W 33RD ST 12 | NEW YORK | NY | 10001 | NONE | PC | GENERAL FUNDING | $20,000 |
| PLANNED PARENTHOOD NORTH CENTRAL STATES | |||||||
| 671 VANDALIA STREET | ST PAUL | MN | 55114 | NONE | PC | GENERAL FUNDING | $5,000 |
| PLANNED PARENTHOOD OF GREAT NORTHWEST | |||||||
| 2001 EAST MADISON STREET | SEATTLE | WA | 98122 | NONE | PC | GENERAL FUNDING | $2,500 |
| PLANNED PARENTHOOD OF GREATER WASHINGTON | |||||||
| 1117 TIETON DR | YAKIMA | WA | 98902 | NONE | PC | GENERAL FUNDING | $2,500 |
| POLITZ DAY SCHOOL OF CHERRY HILL | |||||||
| 718 COOPER LANDING RD | CHERRY HILL | NJ | 08002 | NONE | PC | GENERAL FUNDING | $4,000 |
| PROJECT HARMONY | |||||||
| 11949 Q STREET | OMAHA | NE | 68137 | NONE | PC | GENERAL FUNDING | $5,000 |
| SAN JUAN PRESERVATION TRUST | |||||||
| PO BOX 327 | LOPEZ | WA | 98261 | NONE | PC | GENERAL FUNDING | $3,000 |
| SIENNAFRANCIS HOUSE | |||||||
| 1702 NICHOLAS ST | OMAHA | NE | 68102 | NONE | PC | GENERAL FUNDING | $5,000 |
| SKAGIT VALLEY YMCA | |||||||
| 215 E FULTON ST | MOUNT VERNON | WA | 98273 | NONE | PC | GENERAL FUNDING | $3,500 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL FUNDING | $4,000 |
| STEPHEN CENTER | |||||||
| 2723 Q STREET | OMAHA | NE | 68107 | NONE | PC | GENERAL FUNDING | $5,000 |
| TEMPLE BETH OR | |||||||
| 12604 PACIFIC ST | OMAHA | NE | 68154 | NONE | PC | GENERAL FUNDING | $10,000 |
| TEMPLE ISRAEL | |||||||
| 7023 CASS ST | OMAHA | NE | 68132 | NONE | PC | GENERAL FUNDING | $16,000 |
| TEMPLE SOLEL | |||||||
| 5100 SHERIDAN ST | HOLLYWOOD | FL | 33021 | NONE | PC | GENERAL FUNDING | $16,289 |
| THE FOOD BANK | |||||||
| 6824 J STREET | OMAHA | NE | 68117 | NONE | PC | GENERAL FUNDING | $25,000 |
| TRI-FAITH INITIATIVE OF OMAHA | |||||||
| PO BOX 31344 | OMAHA | NE | 68131 | NONE | PC | GENERAL FUNDING | $11,000 |
| TUSCON JEWISH MUSEUM AND HOLOCAUST CENTER | |||||||
| 564 S STONE AVE | TUCSON | AZ | 85701 | NONE | PC | GENERAL FUNDING | $3,000 |
| UNION FOR REFORM JUDAISMCAMP KALSMAN | |||||||
| 14724 184TH STREET NE | ARLINGTON | WA | 98223 | NONE | PC | GENERAL FUNDING | $5,000 |
| UNITED WAY OF THE MIDLANDS | |||||||
| 1805 HARNEY ST | OMAHA | NE | 68102 | NONE | PC | GENERAL FUNDING | $3,200 |
| UNIVERSITY OF NEBRASKA FOUNDATION | |||||||
| 2285 SOUTH 67TH ST STE 200 | OMAHA | NE | 68106 | NONE | PC | GENERAL FUNDING | $17,000 |
| WASHINGTON COUNTY HISTORICAL ASSOCIATION | |||||||
| 102 N 14TH ST | FORT CALHOUN | NE | 68023 | NONE | PC | GENERAL FUNDING | $2,000 |
| WOMENS FUND OF GREATER OMAHA | |||||||
| 7602 PACIFIC ST STE 300 | OMAHA | NE | 68114 | NONE | PC | GENERAL FUNDING | $5,000 |
| WORLD UNION FOR PROGRESSIVE JUDAISM | |||||||
| 633 THIRD AVE 6TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL FUNDING | $1,000 |
| ADL | |||||||
| PO BOX 4495 | NEW YORK | NY | 10163 | NONE | PC | GENERAL FUNDING | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $367,956 | 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 | $55,883 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $93,242 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $193,555 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $342,680 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $342,680 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,625 | Amt |
| Net Investment Income | $2,625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $641,865 | EOYBookValueAmt |
| EOYFMV | $661,742 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,730,995 | EOYBookValueAmt |
| EOYFMV | $5,278,094 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $784,721 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $793,563 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $334,218 | BookValueAmt |
| EOYFMV | $449,415 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $175 | LegalFeesAmt |
| Net Investment Income | $175 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $744 | $744 | $0 |
| POSTAGE | $78 | $73 | $0 |
| OTHER EXPENSES | $562 | $562 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNT MANAGEMENT FEES | CategoryTxt |
| Amt | $52,486 | Amt |
| Net Investment Income | $52,486 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON INVESTMENTS | $1,910 | $786 | $0 |
| INCOME TAXES | $7,048 | $0 | $0 |