ALLAN & ANN MACTIER CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ALLAN & ANN MACTIER CHARITABLE FOUNDATION (EIN 20-8485698)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-09
- IRS object ID
- 202402839349100115
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-09T11:16:00-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 832666987 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERGER ELLIOTT & PRITCHARD CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 S 75TH STREET SUITE 200 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208485698 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLAN AND ANN MACTIER CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALLA | BusinessNameControlTxt |
| Phone | 4024537374 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14115 NORTH 42ND STREET | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAN MORIARTY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4024537374 | PhoneNum |
| Signature | 2024-10-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH D TRITSCH CPA | PreparerPersonNm |
| PTIN | P01329728 | PTIN |
| Phone | 4025511919 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,448,792 | 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 | $45,629 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45,629 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $133,182 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $133,182 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $629,679 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,326,118 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $629,679 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $808,490 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $808,490 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $58,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,246 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,375 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $137,536 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $24,522 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $202,157 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,522 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $626,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $626,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $828,657 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $651,022 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,167 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $808,490 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $754,568 | CashBOYAmt |
| Cash EOY | $476,771 | CashEOYAmt |
| Cash EOYFMV | $476,771 | CashEOYFMVAmt |
| Corporate Stock BOY | $8,215,658 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,722,963 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,547,279 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $725,848 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,476,173 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,424,742 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,696,074 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,675,907 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,448,792 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $9,696,074 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,675,907 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,696,074 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,675,907 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,696,074 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,675,907 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,696,074 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,167 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,675,907 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,675,907 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| IAA INC COM | 2023-01-11 | $83,715 | $97,498 | -$13,783 | -$13,783 |
| IAA INC COM | 2023-01-12 | $8,706 | $10,360 | -$1,654 | -$1,654 |
| IAA INC COM | 2023-01-13 | $20,102 | $21,014 | -$912 | -$912 |
| SALES FORCE | 2023-01-13 | $71,950 | $84,012 | -$12,062 | -$12,062 |
| IAA INC COM | 2023-01-17 | $64,005 | $62,581 | $1,424 | $1,424 |
| PROGRESSIVE CORP OH COM | 2023-02-10 | $83,489 | $43,799 | $39,690 | $39,690 |
| ULTA BEAUTY, INC | 2023-03-06 | $55,268 | $29,030 | $26,238 | $26,238 |
| IQVIA HLDGS INC COM | 2023-03-21 | $88,861 | $70,376 | $18,485 | $18,485 |
| ISHARES CORE S&P | 2023-03-21 | $28,291 | $22,945 | $5,346 | $5,346 |
| SVB FINL GROUP COM | 2023-03-30 | $417 | $273,791 | -$273,374 | -$273,374 |
| TEXAS PAC LD CORP | 2023-04-14 | $219,806 | $162,425 | $57,381 | $57,381 |
| META PLATFORM | 2023-05-25 | $74,453 | $50,291 | $24,162 | $24,162 |
| JPMORGAN CHASE & CO COM | 2023-05-25 | $96,138 | $70,233 | $25,905 | $25,905 |
| LAMB WESTON HLDGS INC COM | 2023-05-23 | $109,649 | $18,629 | $91,020 | $91,020 |
| MUELLER INDS INC COM | 2023-05-25 | $197,569 | $39,089 | $158,480 | $158,480 |
| NVIDIA CORP COM | 2023-05-25 | $184,835 | $33,640 | $151,195 | $151,195 |
| SHERWIN WILLIAMS CO COM | 2023-06-26 | $110,937 | $72,528 | $38,409 | $38,409 |
| ADOBE INC. | 2023-08-11 | $77,973 | $39,672 | $38,301 | $38,301 |
| APPLE INC COM | 2023-08-11 | $90,134 | $23,916 | $66,218 | $66,218 |
| BWX TECHNOLOGIES INC COM | 2023-08-11 | $51,439 | $40,551 | $10,888 | $10,888 |
| META PLATFORM | 2023-08-11 | $109,130 | $68,057 | $41,073 | $41,073 |
| MASTERCARD INC CL A | 2023-08-11 | $79,111 | $46,451 | $32,660 | $32,660 |
| NVIDIA CORP COM | 2023-08-11 | $87,662 | $11,213 | $76,449 | $76,449 |
| OLD DOMINION FGHT LINES INC COM | 2023-08-11 | $100,777 | $23,833 | $76,944 | $76,944 |
| UNION PACIFIC CORP COM | 2023-08-11 | $68,221 | $48,795 | $19,426 | $19,426 |
| VISA INC COM CL A | 2023-08-11 | $72,423 | $46,248 | $26,175 | $26,175 |
| TRANSUNION COM | 2023-11-01 | $91,057 | $185,462 | -$94,405 | -$94,405 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $629,679 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,238 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,238 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,238 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $573 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $8,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,573 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,665 | TaxDueAmt |
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 | N/A | WebsiteAddressTxt |
| Individual With Books | BERGER ELLIOTT PRITCHARD | IndividualWithBooksNm |
| Phone | 4025511919 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 S 75TH ST | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68124 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT MACTIER | ||||||||
| 14115 NORTH 42ND | OMAHA | NE | 68112 | VICE PRES AND DIRECTOR | 1.00 | $24,000 | $0 | $0 |
| JUDITH MORIARTY | ||||||||
| 14115 NORTH 42ND | OMAHA | NE | 68112 | PRESIDENT AND DIRECTOR | 1.00 | $26,000 | $0 | $0 |
| LINDA DOWNEY | ||||||||
| 1010 MARION AVENUE | MALVERN | IA | 51551 | DIRECTOR | 1.00 | $8,000 | $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 | $12,481,924 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $876,749 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,358,673 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,358,673 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $200,380 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,158,293 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $657,915 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $657,915 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,238 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,238 | TotalTaxAmt |
| Distributable Before Adj | $646,677 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $646,677 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $646,677 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $651,022 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $651,022 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $646,677 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $637,434 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $651,022 | QualifyingDistributionsAmt |
| Applied To Year1 | $637,434 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,588 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $633,089 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BOULDER MOUNTAIN CLAYWORKS | |||||||||||
| PO BOX 3725 | KETCHUM | ID | 83340 | NONE | PUBLIC | CHARITABLE | $2,500 | ||||
| BROWNELL TALBOT FOUNDATION | |||||||||||
| 400 NORTH HAPPY HOLLOW BLVD | OMAHA | NE | 68132 | NONE | PUBLIC | CHARITABLE | $5,000 | ||||
| CATZ ANGELS CARE | |||||||||||
| 113 EAST 12TH STREET | FREMONT | NE | 68025 | NONE | PUBLIC | CHARITABLE | $4,000 | ||||
| CENTRAL HIGH SCHOOL FOUNDATION | |||||||||||
| 1823 HARNEY STREET | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $5,000 | ||||
| CHI HEALTH FOUNDATION | |||||||||||
| 12809 WEST DODGE ROAD | OMAHA | NE | 68154 | NONE | PUBLIC | CHARITABLE | $10,000 | ||||
| CREIGHTON UNIVERSITY ROWING TEAM | |||||||||||
| 2500 CALIFORNIA PLAZA | OMAHA | NE | 68178 | NONE | PUBLIC | CHARITABLE | $20,000 | ||||
| CUNY GRADUATE CENTER FOUNDATION | |||||||||||
| 365 FIFTH AVENUE | NEW YORK | NY | 10016 | NONE | PUBLIC | CHARITABLE | $3,000 | ||||
| DOCTORS WITHOUT BORDERS | |||||||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PUBLIC | CHARITABLE | $3,000 | ||||
| ETHEL WALKER CHARITABLE | |||||||||||
| 230 BUSHY HILL ROAD | SIMSBURY | CT | 06070 | NONE | PUBLIC | CHARITABLE | $10,000 | ||||
| FLORIDA AGRICULTURAL CENTER AND HORSE PARK AUTHORITY | |||||||||||
| 11008 SOUTH HWY 475 | OCALA | FL | 34480 | NONE | PUBLIC | CHARITABLE | $5,000 | ||||
| FORT CALHOUN FIRE AND RESCUE | |||||||||||
| 602 N 14TH STREET | FORT CALHOUN | NE | 68023 | NONE | PUBLIC | CHARITABLE | $7,000 | ||||
| FRIENDS OF IOWA PBS | |||||||||||
| 6450 CORPORATE DRIVE | JOHNSTON | IA | 50131 | NONE | PUBLIC | CHARITABLE | $8,000 | ||||
| GUANCASTE DRY FOREST CONSERVATIVE | |||||||||||
| 4780 MAIN ROAD | HUNTINGTON | VT | 05462 | NONE | PUBLIC | CHARITABLE | $10,000 | ||||
| HIGHER GOUND SUN VALLEY | |||||||||||
| PO BOX 6791 | KETCHUM | ID | 83340 | NONE | PUBLIC | CHARITABLE | $3,000 | ||||
| IRVINGTON VOLUNTEER FIRE DEPARTMENT | |||||||||||
| 9111 FREMONT ST | OMAHA | NE | 68152 | NONE | PUBLIC | CHARITABLE | $7,000 | ||||
| JDRF INTERNATIONAL | |||||||||||
| 9202 WEST DODGE ROAD STE 304 | OMAHA | NE | 68114 | NONE | PUBLIC | CHARITABLE | $10,000 | ||||
| KANEKO | |||||||||||
| 1111 JONES STREET | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $20,000 | ||||
| KDPI DROP IN RADIO | |||||||||||
| PO BOX 4809 | KETCHUM | ID | 83340 | NONE | PUBLIC | CHARITABLE | $4,000 | ||||
| MDI BIOLOGICAL LABORATORY | |||||||||||
| PO BOX 35 | SALISBURY | ME | 04672 | NONE | PUBLIC | CHARITABLE | $7,000 | ||||
| NEBRASKA HUMANCE SOCIETY | |||||||||||
| 8929 FORT STREET | OMAHA | NE | 68134 | NONE | PUBLIC | CHARITABLE | $5,000 | ||||
| NET FOUNDATION FOR TELEVISION | |||||||||||
| 1800 N 33RD ST | LINCOLN | NE | 68503 | NONE | PUBLIC | CHARITABLE | $15,000 | ||||
| NORTH HILLS HUNT INC | |||||||||||
| 8939 F STREET | OMAHA | NE | 68127 | NONE | PUBLIC | CHARITABLE | $7,000 | ||||
| NORTHWEST COMMUNITY COLLEGE FOUNDATION | |||||||||||
| 801 E BENJAMIN AVE | NORFOLK | NE | 68702 | NONE | PUBLIC | CHARITABLE | $7,000 | ||||
| OMAHA BOTANICAL CENTER | |||||||||||
| 100 BANCROFT STREET | OMAHA | NE | 68108 | NONE | PUBLIC | CHARITABLE | $7,000 | ||||
| OMAHA CHILDRENS MUSEUM | |||||||||||
| 500 SOUTH 20TH | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $7,000 | ||||
| OMAHA COMMUNITY PLAYHOUSE FOUNDATION | |||||||||||
| 6915 CASS STREET | OMAHA | NE | 68132 | NONE | PUBLIC | CHARITABLE | $10,000 | ||||
| OMAHA EQUESTRIAN FOUNDATION | |||||||||||
| 1004 FARNAM ST | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $10,000 | ||||
| OMAHA PUBLIC LIBRARY FOUNDATION | |||||||||||
| 215 SO 15TH ST | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $7,000 | ||||
| OMAHA SYMPHONY ASSOCIATION | |||||||||||
| 1905 HARNEY ST | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $25,000 | ||||
| OMAHA ZOOLOGICAL SOCIETY | |||||||||||
| 3701 S 10TH STREET | OMAHA | NE | 68107 | NONE | PUBLIC | CHARITABLE | $10,000 | ||||
| OPERA OMAHA INC | |||||||||||
| 1850 FARNAM ST | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $30,000 | ||||
| PHOENIX ACADEMY | |||||||||||
| 1110 N 66TH ST | OMAHA | NE | 68132 | NONE | PUBLIC | CHARITABLE | $210,000 | ||||
| POLICE ATHLETICS FOR COMMUNITY | |||||||||||
| PO BOX 24251 | OMAHA | NE | 68124 | NONE | PUBLIC | CHARITABLE | $4,000 | ||||
| POLISH HERITAGE CENTER | |||||||||||
| 120 HOWELLS AVE P O BOX 3 | ASHTON | NE | 68817 | NONE | PUBLIC | CHARITABLE | $4,000 | ||||
| PONCA HILL VOLUNTEER FIRE | |||||||||||
| 12919 PONCA ROAD | OMAHA | NE | 68112 | NONE | PUBLIC | CHARITABLE | $7,000 | ||||
| RIDERS | |||||||||||
| PO BOX 87 | BENNINGTON | NE | 68007 | NONE | PUBLIC | CHARITABLE | $5,000 | ||||
| ROSE BLUMKIN PERFORMING ARTS | |||||||||||
| 2001 FARNAM STREET | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $5,000 | ||||
| SIENNA FRANCIS HOUSE | |||||||||||
| PO BOX 217 | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $7,000 | ||||
| STONY BROOK FOUNDATION | |||||||||||
| 230 ADMINISTRATION | STONY BROOK | NY | 11794 | NONE | PUBLIC | CHARITABLE | $5,000 | ||||
| STOWARZYSZENIE GOSPEL | |||||||||||
| NONE | PUBLIC | CHARITABLE | $5,000 | AL DASZYNSKIEGO 15A10 | KRAKOW | PL | 31537 | ||||
| THEATRE ARTS FOR KIDS | |||||||||||
| PO BOX 67032 | LINCOLN | NE | 68516 | NONE | PUBLIC | CHARITABLE | $5,000 | ||||
| UNITED STATES DRESSAGE | |||||||||||
| 4047 IRON WORKS PARKWAY | LEXINGTON | NE | 40511 | NONE | PUBLIC | CHARITABLE | $5,000 | ||||
| UNITED STATES PONY CLUBS | |||||||||||
| 4041 IRON WORKS PARKWAY | LEXINGTON | KY | 40511 | NONE | PUBLIC | CHARITABLE | $5,000 | ||||
| VOICE ADVOCACY CENTER | |||||||||||
| 6655 SORENSON PARKWAY | OMAHA | NE | 68152 | NONE | PUBLIC | CHARITABLE | $7,000 | ||||
| WILLA CATHER FOUNDATION | |||||||||||
| 413 N WEBSTER ST | RED CLOUD | NE | 68970 | NONE | PUBLIC | CHARITABLE | $15,000 | ||||
| ELMWOOD RESCUE | |||||||||||
| 601 N 4TH ST | ELMWOOD | NE | 68349 | NONE | PUBLIC | CHARITABLE | $3,000 | ||||
| FRIENDS OF MALVERN PUBLIC | |||||||||||
| 502 MAIN ST | MALVERN | IA | 51551 | NONE | PUBLIC | CHARITABLE | $1,000 | ||||
| FIRST RESPONDERS FOUNDATION | |||||||||||
| 10605 BURT CIR | OMAHA | NE | 68114 | NONE | PUBLIC | CHARITABLE | $5,000 | ||||
| STOWARZYZENIE UNICORN | |||||||||||
| NONE | PUBLIC | CHARITABLE | $30,000 | UL SNIADECKICH 5 | KRAKOW | PL | 31531 | ||||
| STOWARZYZENIE - GLOWNE | |||||||||||
| NONE | PUBLIC | CHARITABLE | $5,000 | PLAC SIKORSKIEGO 2/8 | KRAKOW | PL | 31115 | ||||
| ALZHEIMERS ASSOCIATION NEBRASKA CHAPTER | |||||||||||
| 11711 ARBOR STREET | OMAHA | NE | 68144 | NONE | PUBLIC | CHARITABLE | $10,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $626,500 | 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 | $45,629 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $133,182 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $629,679 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $808,490 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $808,490 | 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 AND TAX | CategoryTxt |
| Amt | $3,375 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| STOWARZYSZENIE UNICORN | ||||||
| SNIADECKICH 5 | KRAKOW | PL | 31-531 | 2021-12-16 | $10,000 | USE OF FUNDS TOWARDS DEFRAYING COSTS OF ATTENDING THE EIGHT THERAPEUTIC GROUPS THAT ARE LED ACCORDING TO THE SIMONTON METHOD, WHICH IS BASED ON THE SUCESSFUL MODEL FOR EMOTIONAL INTERVENTION AND SUPPORT, WHICH CAN INFLUENCE ON GETTING HEALTHIER ADN IMPROVING LIFE QUALITY WHILE SUFFERING FROM CANCER. |
| STOWARZYSZENIE GOSPEL | ||||||
| AI DASZYNSKIEGO 15A/10 | KRAKOW | PL | 31-537 | 2021-12-10 | $5,000 | SPECIFIC PURPOSE OF GRANT EDUCATIONAL AND RELIGIOUS PURPOSES, USING GOSPEL MUSIC IN EDUCATION. |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPENDITURE RESPONSIBILITY GRANT | IdentifierTxt |
| Form And Line Reference | EXPENDITUE RESPONSIBILITY GRANT | FormAndLineReferenceDesc |
| Medium Explanation | STATEMENT REQUIRED BY TREAS REG 53-4945-5(D). INFORMATION WITH RESPECT TO EXPENDITURE RESPONSIBILITY GRANTS. 1. GRANTEE NAME IS STOWARZYSZENIE UNICORN. ADDRESS IS KOPERNIKA 19, 31-501, KRAKOW, POLANDCURRENT YEAR GRANT AMOUNT IS $10,000 AND THE GRANT DATE IS DECEMBER 16, 2021GRANT WILL BE USED TOWARD DEFRAYING COSTS OF ATTENDING THE THERAPEUTIC GROUPS THAT WOULD BE LED ACCORDING TO THE SIMONTON METHOD, WHICH IS BASED ON THE SUCESSFUL MODEL FOR EMOTIONAL INTERVENTION AND SUPPORT, WHICH CAN INFLUENCE ON GETTING HEALTHIER AND IMPROVING LIFE QUALITY WHILE SUFFERING FROM CANCER. ALL FUNDS WERE EXPENDED FROM GRANT FUNDS DURING THE PERIOD JANUARY 1, 2022 TO JULY 31, 2022.A GRANT WAS ALSO ISSUED TO THIS ORGANIZATION IN THE AMOUNT OF $7,000 ON NOVEMBER 20, 2020. THE ORGANIZATION EXPENDED THOSE FUNDS BETWEEN FEBRUARY 17, 2021 AND AUGUST 24, 2021 ON SPECIFIC CHARITABLE PURPOSES AS OUTLINED IN THE ORGINAL GRANT. THE FOREIGN GRANTEE PROVIDED SUFFICIENT REPORTING AND DOCUMENTATION AS REQUIRED.2. GRANTEE NAME IS STOWARZYSZENIE GOSPEL. ADDRESS IS AI.DASZYNSKIEGO 15A/10 KRAKOW, POLANDCURRENT YEAR GRANT IS $5,000 AND THE GRANT DATE IS DECEMBER 10, 2021.GRANT WILL BE USED TO SUPPORT THE FESTIVAL 7XGOSPEL 2022 TO MAKE IT ACCESSIBLE FINANCIALLY FOR ALL WHO WOULD LIKE TO TAKE PART. NO FUNDS WERE EXPENDED FROM GRANT FUNDS DURING THE PERIOD DECEMBER 10, 2021 TO DECEMBER 31, 2021. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $7,722,963 | EOYBookValueAmt |
| EOYFMV | $12,547,279 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIXED INCOME FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,476,173 | BookValueAmt |
| EOYFMV | $1,424,742 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $3,246 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $113,014 | $0 | $0 |
| PHILANTHROPIC FEE | $24,522 | $0 | $24,522 |