LJUNGDAHL & SWANSON FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LJUNGDAHL & SWANSON FOUNDATION (EIN 46-1808217)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-21
- IRS object ID
- 202301729349100610
- Schema version
- 2022v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-21T12:23:52-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873246104 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAX & BUSINESS CONSULTANTS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 390 | AddressLine1Txt |
| City | BLAIR | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461808217 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LJUNGDAHL & SWANSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LJUN | BusinessNameControlTxt |
| Phone | 4026782468 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 231 | AddressLine1Txt |
| City | ST EDWARD | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68660 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAX NORDEEN | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Signature | 2023-06-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MAX | PersonFirstNm |
| Person Last | NORDEEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY SCHROEDER | PreparerPersonNm |
| PTIN | P00687276 | PTIN |
| Phone | 4024264144 | PhoneNum |
| Preparation | 2023-06-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,947,878 | 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 | $10,160 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,160 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $10,160 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $34,859 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,859 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $34,859 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $71,504 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $176,136 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $71,504 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $116,523 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $116,523 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $45,019 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $22,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $22,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,275 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,903 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,903 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $11,903 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,370 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,370 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,370 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $1,370 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,548 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,273 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $13,273 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,645 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $70,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $107,148 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,273 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $13,273 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $95,245 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,375 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $103,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $31,746 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $35,356 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $69,511 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $69,511 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $884,854 | CorporateStockBOYAmt |
| Corporate Stock EOY | $850,504 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,612,357 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $270,921 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $278,423 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $266,010 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,191,131 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,198,438 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,947,878 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,191,131 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,198,438 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,191,131 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,198,438 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,191,131 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,198,438 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,191,131 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,375 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,200,506 | SubtotalAmt |
| Other Decreases | $2,068 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,198,438 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | P | 2014-03-31 | 2022-05-16 | $32,492 | $13,082 | $19,410 |
| EMBECTA CORP, KYNDRYL HOLDINGS INC | P | 2014-03-31 | 2022-05-16 | $1,459 | $1,201 | $257 |
| JP MORGAN CHASE, SHERWIN WILLIAMS | P | 2020-12-11 | 2022-01-04 | $70,000 | $70,282 | -$282 |
| ELI LILLY & CO | P | 2014-03-31 | 2022-05-16 | $68,775 | $13,376 | $55,398 |
| WARNER BROS DISCOVERY INC | P | 2014-03-31 | 2022-05-16 | $3,410 | $6,689 | -$3,279 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $71,504 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,435 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,435 | SubtotalAmt |
| Tax Based On Investment Income | $1,435 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $64 | EsPenaltyAmt |
| Tax Due | $1,499 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BONNIE NORDEEN | IndividualWithBooksNm |
| Phone | 4026782468 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 231 | AddressLine1Txt |
| City | ST EDWARD | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2021 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Undistr Incm Sect4942a2 App Yr1 | 2021 | UndistrIncmSect4942a2AppYr1Yr |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| MAX NORDEEN | ||||||||
| PO BOX 231 | ST EDWARD | NE | 68660 | VICE PRESIDE | 2.00 | $7,600 | $0 | $0 |
| BONNIE NORDEEN | ||||||||
| PO BOX 231 | ST EDWARD | NE | 68660 | SEC/TREASURE | 2.00 | $7,200 | $0 | $0 |
| CASEY MICEK | ||||||||
| 1107 CLARK ST | ST EDWARD | NE | 68660 | PRESIDENT | 2.00 | $7,200 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ST EDWARD RESCUE UNIT | Description1Txt |
| Description2 | ST EDWARD CITY PARK DEPT | Description2Txt |
| Description3 | ST EDWARD STREET DEPT | Description3Txt |
| Description4 | ST EDWARD LIBRARY | Description4Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,922,040 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51,752 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,973,792 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,973,792 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,607 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,944,185 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $97,209 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $97,209 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,435 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,435 | TotalTaxAmt |
| Distributable Before Adj | $95,774 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $95,774 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $95,774 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $95,245 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $95,245 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $95,774 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $95,246 | UndistributedIncomePYAmt |
| Qualifying Distributions | $95,245 | QualifyingDistributionsAmt |
| Applied To Year1 | $95,245 | AppliedToYear1Amt |
| Taxable2 | $1 | Taxable2Amt |
| Undistributed Income CY | $95,774 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MAX NORDEEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 231 | AddressLine1Txt |
| City | SAINT EDWARD | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4026782468 | RecipientPhoneNum |
| Form And Info And Materials | CHARITABLE PURPOSES OF REQUEST, AND INDICATION OF SAINT EDWARD AREA LOCATION OF ORGANIZATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | SAINT EDWARD GEOGRAPHICAL AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| SAINT EDWARD PARK DEPARTMENT | |||||
| 1302 STATE HIGHWAY 39 | SAINT EDWARD | NE | 68660 | PARK IMPROVEMENTS | $10,000 |
| SAINT EDWARD STREET DEPARTMENT | |||||
| 1302 STATE HIGHWAY 39 | SAINT EDWARD | NE | 68660 | STREET IMPROVEMENTS | $10,000 |
| SAINT EDWARD RESCUE UNIT | |||||
| 1302 STATE HIGHWAY 39 | SAINT EDWARD | NE | 68660 | GENERAL FUND ASSISTANCE | $10,000 |
| SAINT EDWARD FFA | |||||
| 601 CLARK STREET | SAINT EDWARD | NE | 68660 | GENERAL FUND ASSISTANCE | $5,800 |
| SAINT EDWARD FCCLA | |||||
| 601 CLARK STREET | SAINT EDWARD | NE | 68660 | GENERAL FUND ASSISTANCE | $5,800 |
| SAINT EDWARD COMMUNITY DEVELOPMENT | |||||
| 1302 STATE HIGHWAY 39 | SAINT EDWARD | NE | 68660 | GENERAL FUND ASSISTANCE | $5,800 |
| SAINT EDWARD LIBRARY | |||||
| 302 BEAVER STREET | SAINT EDWARD | NE | 68660 | GENERAL FUND ASSISTANCE | $5,800 |
| SAINT EDWARD SENIOR CENTER | |||||
| 308 BEAVER STREET | SAINT EDWARD | NE | 68660 | GENERAL FUND ASSISTANCE | $5,800 |
| SAINT EDWARD AMERICAN LEGION | |||||
| 208 BEAVER STREET | SAINT EDWARD | NE | 68660 | GENERAL FUND ASSISTANCE | $5,800 |
| SAINT EDWARD LEGION AUXILIARY | |||||
| 208 BEAVER STREET | SAINT EDWARD | NE | 68660 | GENERAL FUND ASSISTANCE | $5,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,160 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $34,859 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $19,409 | ExclusionAmt |
| Related Or Exempt Function Incm | $52,095 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $19,409 | ExclusionAmt |
| Related Or Exempt Function Incm | $97,114 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $116,523 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,275 | Amt |
| Disbursements Charitable Prps | $1,275 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (7 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | 2014-03 | PURCHASE | 2022-05 | $32,492 | $13,083 | $19,409 |
| EMBECTA CORP | 2014-03 | PURCHASE | 2022-05 | $865 | $472 | $393 |
| JPMORGAN CHASE & CO | 2020-12 | PURCHASE | 2022-01 | $40,000 | $40,616 | -$616 |
| KYNDRYL HOLDINGS INC | 2014-03 | PURCHASE | 2022-01 | $594 | $729 | -$135 |
| ELI LILLY & CO | 2014-03 | PURCHASE | 2022-05 | $68,775 | $13,376 | $55,399 |
| SHERWIN WILLIAMS CO | 2019-03 | PURCHASE | 2022-06 | $30,000 | $29,666 | $334 |
| WARNER BROS DISCOVERY INC | 2014-03 | PURCHASE | 2022-05 | $3,410 | $6,690 | -$3,280 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $278,423 | EOYBookValueAmt |
| EOYFMV | $266,010 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $850,504 | EOYBookValueAmt |
| EOYFMV | $1,612,357 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOND PREMIUM AMORTIZATION | Desc |
| Amt | $2,068 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $11,903 | Amt |
| Net Investment Income | $11,903 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,903 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $1,370 | Amt |