SOKOLOF GRANDCHILDREN CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SOKOLOF GRANDCHILDREN CHARITABLE FOUNDATION (EIN 20-6423564)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-02
- IRS object ID
- 202531229349100813
- Schema version
- 2024v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-02T07:46:05-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 18081 BURT ST STE 200 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 680224722 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 206423564 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOKOLOF GRANDCHILDREN CHARITABLE FOUNDAT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOKO | BusinessNameControlTxt |
| Phone | 4023920816 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9740 BRENTWOOD ROAD | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68114 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER JAVITCH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4023920816 | PhoneNum |
| Signature | 2025-05-01 | 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 | MEGAN L KOZIOL CPA | PreparerPersonNm |
| PTIN | P01544037 | PTIN |
| Phone | 4023302660 | PhoneNum |
| Preparation | 2025-05-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $12,366,814 | 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 | $4,851 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,851 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $293,816 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $245,621 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $335,568 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,979,021 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $335,568 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $634,235 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $586,040 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,710 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $171 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,539 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,771 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $577 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,194 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $54,426 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,526 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $14,900 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,923 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,936 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $75,830 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,210 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,633 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $513,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $513,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $589,130 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,210 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $534,933 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $45,105 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $543,830 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,062 | CashBOYAmt |
| Cash EOY | $13,062 | CashEOYAmt |
| Cash EOYFMV | $13,062 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $150,723 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $163,850 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $163,850 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,181,069 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,127,679 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,615,297 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,452,406 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,542,827 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,564,882 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $4,583 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,723 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,723 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,807,843 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,857,141 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,366,814 | 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 | $9,807,843 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,857,141 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,807,843 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,857,141 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,807,843 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,857,141 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,807,843 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $45,105 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,193 | OtherIncreasesAmt |
| Subtotal | $9,857,141 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,857,141 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| VARIOUS SECURITIES | 2023-05-31 | 2024-05-14 | $1,529,150 | $1,389,275 | $139,875 | $139,875 | |
| VARIOUS SECURITIES | 2020-03-17 | 2024-05-17 | $1,449,843 | $1,254,178 | $195,665 | $195,665 | |
| CAPITAL GAINS DIVIDENDS | $28 | $28 | $28 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $335,568 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,559 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,559 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,559 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | 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 | $6,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $66 | EsPenaltyAmt |
| Tax Due | $1,625 | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JENNIFER JAVITCH | IndividualWithBooksNm |
| Phone | 4023933893 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9740 BRENTWOOD ROAD | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68114 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JENNIFER JAVITCH | ||||||||
| 2300 VERNON CIRCLE | MINNETONKA | MN | 55305 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARK JAVITCH | ||||||||
| 3 EAST 3RD AVE STE 200 | SAN MATEO | CA | 94401 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RACHEL CANFIELD | ||||||||
| 2895 ELLA LANE | MINNETONKA | MN | 55305 | TRUSTEE | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THERE ARE NO DIRECT CHARITABLE ACTIVITIES. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $11,903,962 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $165,060 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,069,022 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,069,022 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $181,035 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,887,987 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $594,399 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $594,399 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,559 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,559 | TotalTaxAmt |
| Distributable Before Adj | $586,840 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $586,840 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $586,840 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $534,933 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $534,933 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $586,840 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $533,749 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $534,933 | QualifyingDistributionsAmt |
| Applied To Year1 | $533,749 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,184 | 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 | $585,656 | 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 |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JENNIFER JAVITCH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 VERNON CIRCLE | AddressLine1Txt |
| City | MINNETONKA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4023933893 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AICE INC | |||||||
| 2810 BLAINE DRIVE | CHEVY CHASE | MD | 20815 | N/A | PC | PROMOTE EDUCATION REGARDING AMERICAN-ISRAELI ISSUES | $17,300 |
| CITY OF OMAHA PUBLIC LIBRARY FOUNDATION | |||||||
| 215 S 15TH STREET | OMAHA | NE | 68102 | PC | SUPPORT OMAHA PUBLIC LIBRARY | $20,000 | |
| FAMILY HOUSING ADVISORY SERVICES INC | |||||||
| 2401 LAKE STREET | OMAHA | NE | 68111 | PC | HOMEOWNER EDUCATION PROGRAMS | $10,000 | |
| FILM STREAMS | |||||||
| 1340 MIKE FAHEY STREET | OMAHA | NE | 68102 | PC | SUPPORT FILM PRODUCTION IN THE OMAHA/COUNCIL BLUFFS AREA | $25,000 | |
| FINANCIAL HOPE COLLABORATION (CREIGHTON UNIVERSITY) | |||||||
| 2500 CALIFORNIA PLAZA | OMAHA | NE | 68154 | PC | FINANCIAL EDUCATION IN BOTH THE WORKPLACE AND COMMUNITY THAT CHANGES CONSUMER BEHAVIOR | $15,000 | |
| GIRLS INC OF OMAHA | |||||||
| 2811 N 45TH STREET | OMAHA | NE | 68104 | PC | EDUCATION PROGRAMS | $25,000 | |
| HERZL CAMP FOUNDATION | |||||||
| 4330 CEDER LAKE ROAD S | ST LOUIS PARK | MN | 55416 | SO I | SUPPORT FOR JEWISH YOUTH | $15,000 | |
| JEWISH FEDERATION OF OMAHA | |||||||
| 333 S 132ND STREET | OMAHA | NE | 68154 | PC | SUPPORT FOR THE ROSE BLUMKIN JEWISH HOME CAPITAL CAMPAIGN. | $15,000 | |
| LATINO CENTER OF THE MIDLANDS (CHICANO AWARENESS CENTER INC) | |||||||
| 4821 SOUTH 24TH STREET | OMAHA | NE | 68107 | PC | SUPPORT COMMUNITY BASED ADULT EDUCATION AND SKILLS DEVELOPMENT | $15,000 | |
| MINNEAPOLIS FOUNDATION | |||||||
| 800 IDS CENTER 80 S EIGTH STREET | MINNEAPOLIS | MN | 55402 | PC | SUPPORT GENERAL PROGRAMS | $100,000 | |
| NORTHSTAR FOUNDATION | |||||||
| 4242 N 49TH AVE | OMAHA | NE | 68104 | PC | EDUCATION PROGRAMS FOR YOUNG MEN | $30,000 | |
| PROJECT HARMONY | |||||||
| 11949 Q SREET | OMAHA | NE | 68137 | PC | PROTECT AND SUPPORT CHILDREN | $25,000 | |
| WOMEN'S CENTER FOR ADVANCEMENT | |||||||
| 3801 HARNEY STREET | OMAHA | NE | 68131 | PC | SUPPORT WOMEN'S ADVANCEMENT | $10,000 | |
| YOUTH EMERGENCY SERVICES | |||||||
| 2679 FARNAM STREET SUITE 205 | OMAHA | NE | 68131 | PC | HOUSING OF YOUTH | $15,000 | |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||
| 245 SUMMER ST | BOSTON | MA | 02210 | PC | PROVIDE PROGRAMS FOR CHARITABLE GIVING | $176,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $513,300 | 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 | $4,851 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $293,816 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $335,568 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $634,235 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $634,235 | 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 | TAX PREP | CategoryTxt |
| Amt | $5,771 | Amt |
| Net Investment Income | $577 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,194 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PIMCO MUNICIPAL BOND FUND CLASS 12 | BondNm |
| EOY Book Value | $1,542,827 | EOYBookValueAmt |
| EOYFMV | $1,564,882 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PIMCO INCOME FUND CLASS 12 | $965,530 | $928,860 |
| FIDELITY COVINGTON TR MSCI ENERGY INDEX ETF | $237,098 | $234,824 |
| FIDELITY COVINGTON TR MSCI INDL INDEX ETF | $426,557 | $578,300 |
| FIDELITY CONVINGTON TR MSCI REAL ESTATE INDEX ETF | $107,165 | $135,100 |
| FIDELITY COVINGTON TR MSCI COMMUNICATION SVCS INDEX ETF | $578,421 | $871,695 |
| ISHARES TR CORE S&P MID-CAP ETF | $158,231 | $359,965 |
| ISHARES TR U S HEALTHCARE ETF | $758,263 | $834,718 |
| ISHARES TR US FINANCIALS ETF INDEX FD | $568,538 | $875,794 |
| ISHARES TR US CONSUMER STAPLES ETF | $392,374 | $419,776 |
| ISHARES TR US BASIC MATERIALS ETF | $113,546 | $123,434 |
| VANGUARD INTL FD FTSE DEVELOPED MKTS ETF | $481,103 | $679,809 |
| VANGUARD WORLD FDS VANGUARD CONSUMER | $600,221 | $893,404 |
| VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF | $1,609,873 | $2,446,783 |
| VANGUARD WORLD FDS VANGUARD UTILS ETF | $144,798 | $185,482 |
| CLIFFWATER CORPORATE LENDING FUND CLASS I | $651,441 | $642,473 |
| VANGUARD WORLD FD VANGUARD MEGA CAP CROWTH ETF | $334,520 | $404,880 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,710 | LegalFeesAmt |
| Net Investment Income | $171 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,539 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $4,583 | BOYBookValueAmt |
| EOY Book Value | $9,723 | EOYBookValueAmt |
| EOYFMV | $9,723 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $4,193 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $39,526 | $39,526 | $0 |
| ADMINISTRATIVE FEES | $14,900 | $0 | $14,900 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,936 | $1,936 | $0 |
| FEDERAL TAXES | $11,987 | $0 | $0 |