ALLAN & ANN MACTIER CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ALLAN & ANN MACTIER CHARITABLE FOUNDATION (EIN 20-8485698)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349103761
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T12:35:37-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAN | PersonFirstNm |
| Person Last | MORIARTY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN S ELLIOTT CPA | PreparerPersonNm |
| PTIN | P00004306 | PTIN |
| Phone | 4025511919 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,021,247 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,101,650 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,884 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,884 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $105,995 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $105,995 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $583,117 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,142,566 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $583,117 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,798,646 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $696,996 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $48,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $36,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,377 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,095 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,282 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $102,366 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $102,366 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $161,393 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $119,111 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,282 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $424,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $424,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $585,893 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $119,111 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $466,782 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,212,753 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $577,885 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,215,617 | CashBOYAmt |
| Cash EOY | $679,160 | CashEOYAmt |
| Cash EOYFMV | $679,160 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,971,228 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,854,438 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,342,087 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $134,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $7,320,845 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,533,598 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,021,247 | 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 | $7,320,845 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,533,598 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,320,845 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,533,598 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,320,845 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,533,598 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,320,845 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,212,753 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,533,598 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,533,598 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC | P | 2019-03-26 | 2020-03-13 | $3,584 | $3,801 | -$217 | -$217 |
| BLACKROCK INC | P | 2019-03-26 | 2020-03-13 | $12,345 | $12,345 | $0 | $0 |
| BOEING | P | 2001-01-01 | 2020-08-20 | $51,864 | $102,234 | -$50,370 | -$50,370 |
| BOOKING HOLDINGS INC | P | 2019-03-26 | 2020-03-13 | $20,532 | $26,622 | -$6,090 | -$6,090 |
| CAPITAL FINANCIAL | P | 2019-03-26 | 2020-03-13 | $69,621 | $80,651 | -$11,030 | -$11,030 |
| COMCAST CORP CL A | P | 2019-03-26 | 2020-03-13 | $30,062 | $31,578 | -$1,516 | -$1,516 |
| COMCAST CORP CL A | P | 2020-01-30 | 2020-08-20 | $28,150 | $28,439 | -$289 | -$289 |
| CONTINENTAL RESOURCES | P | 2001-01-01 | 2020-05-20 | $18,216 | $14,051 | $4,165 | $4,165 |
| DELTA AIRLINES | P | 2001-01-01 | 2020-08-20 | $4,783 | $7,035 | -$2,252 | -$2,252 |
| FEDEX CORP | P | 2019-03-26 | 2020-01-30 | $57,825 | $69,593 | -$11,768 | -$11,768 |
| IQVIA HOLDING | P | 2019-03-26 | 2020-03-13 | $36,246 | $45,664 | -$9,418 | -$9,418 |
| IQVIA HOLDING | P | 2019-03-26 | 2020-03-13 | $2,508 | $2,508 | $0 | $0 |
| PNC FINANCIAL | P | 2019-03-26 | 2020-01-30 | $59,761 | $48,672 | $11,089 | $11,089 |
| PNC FINANCIAL | P | 2019-03-26 | 2020-03-13 | $40,752 | $48,672 | -$7,920 | -$7,920 |
| COMCAST CORP CL A | P | 2019-03-26 | 2020-08-20 | $51,969 | $47,367 | $4,602 | $4,602 |
| CONTINENTAL RESOURCES | P | 2019-03-26 | 2020-05-20 | $20,700 | $66,361 | -$45,661 | -$45,661 |
| DELTA AIRLINES | P | 2019-03-26 | 2020-08-20 | $41,236 | $73,822 | -$32,586 | -$32,586 |
| MUELLER INDUSTRIES | P | 2017-03-10 | 2020-08-20 | $135,715 | $134,000 | $1,715 | $1,715 |
| OLD DOMINION FREIGHT LINE | P | 2019-03-26 | 2020-04-01 | $62 | $48 | $14 | $14 |
| SCHWAB CHARLES CORP | P | 2019-03-26 | 2020-08-20 | $25,317 | $30,562 | -$5,245 | -$5,245 |
| CHEVRON CORP | P | 2005-02-25 | 2020-01-30 | $13,721 | $7,740 | $5,981 | $5,981 |
| CHEVRON CORP | P | 2005-02-25 | 2020-03-13 | $60,360 | $49,534 | $10,826 | $10,826 |
| CONAGRA BRANDS | P | 2005-02-25 | 2020-01-30 | $310,953 | $199,447 | $111,506 | $111,506 |
| CONAGRA BRANDS | P | 2005-02-25 | 2020-08-20 | $76,064 | $42,171 | $33,893 | $33,893 |
| CONAGRA BRANDS | P | 2005-02-25 | 2020-11-30 | $143,984 | $84,342 | $59,642 | $59,642 |
| LAMB WESTON HOLDINGS | P | 2005-02-25 | 2020-01-30 | $258,050 | $52,515 | $205,535 | $205,535 |
| LAMB WESTON HOLDINGS | P | 2005-02-25 | 2020-08-20 | $63,456 | $18,628 | $44,828 | $44,828 |
| LAMB WESTON HOLDINGS | P | 2005-02-25 | 2020-11-30 | $108,195 | $27,943 | $80,252 | $80,252 |
| MUELLER INDUSTRIES | P | 2005-02-25 | 2020-01-30 | $237,280 | $124,927 | $112,353 | $112,353 |
| MUELLER INDUSTRIES | P | 2005-02-25 | 2020-08-20 | $60,243 | $31,271 | $28,972 | $28,972 |
| MUELLER INDUSTRIES | P | 2005-02-25 | 2020-11-30 | $99,012 | $46,906 | $52,106 | $52,106 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $583,117 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,033 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,033 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,033 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,151 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,151 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,118 | OverpaymentAmt |
| Applied To ES Tax | $5,118 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | 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 | $24,000 | $0 | $0 |
| LINDA DOWNEY | ||||||||
| 1010 MARION AVENUE | MALVERN | IA | 51551 | DIRECTOR | 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 | $9,208,773 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,491,813 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,700,586 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,700,586 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $160,509 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,540,077 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $527,004 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $527,004 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,033 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,033 | TotalTaxAmt |
| Distributable Before Adj | $518,971 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $518,971 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $518,971 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $466,782 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $466,782 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $466,782 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $518,971 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $419,430 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $466,782 | QualifyingDistributionsAmt |
| Applied To Year1 | $419,430 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,352 | 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 | $471,619 | 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 (42 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CATZ ANGELS CARE | |||||||||||
| 113 EAST 12TH STREET | FREMONT | NE | 68025 | NONE | PUBLIC | CHARITABLE | $3,000 | ||||
| CREIGHTON UNIVERSITY ROWING TEAM | |||||||||||
| 2500 CALIFORNIA PLAZA | OMAHA | NE | 68178 | NONE | PUBLIC | CHARITABLE | $5,000 | ||||
| CUNY GRADUATE CENTER FOUNDATION | |||||||||||
| 365 FIFTH AVENUE | NEW YORK | NY | 10016 | NONE | PUBLIC | CHARITABLE | $1,000 | ||||
| ELKHON VALLEY COMMUNITY THEATRE | |||||||||||
| 101 EAST GARDINER STREET | VALLEY | NE | 68064 | NONE | PUBLIC | CHARITABLE | $3,000 | ||||
| ETHEL WALKER CHARITABLE | |||||||||||
| 230 BUSHY HILL ROAD | SIMSBURY | CT | 06070 | 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 | $4,000 | ||||
| OMAHA SYMPHONY ASSOCIATION | |||||||||||
| 1905 HARNEY ST | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $15,000 | ||||
| OPERA OMAHA INC | |||||||||||
| 1850 FARNAM ST | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $15,000 | ||||
| PHOENIX ACADEMY | |||||||||||
| 1110 N 66TH ST | OMAHA | NE | 68132 | NONE | PUBLIC | CHARITABLE | $210,000 | ||||
| POLISH HERITAGE CENTER | |||||||||||
| 120 HOWELLS AVE P O BOX 3 | ASHTON | NE | 68817 | NONE | PUBLIC | CHARITABLE | $2,000 | ||||
| PONCA HILL VOLUNTEER FIRE | |||||||||||
| 12919 PONCA ROAD | OMAHA | NE | 68112 | NONE | PUBLIC | CHARITABLE | $6,000 | ||||
| STONY BROOK FOUNDATION | |||||||||||
| 230 ADMINISTRATION | STONY BROOK | NY | 11794 | NONE | PUBLIC | CHARITABLE | $5,000 | ||||
| VOICE ADVOCACY CENTER | |||||||||||
| 6655 SORENSON PARKWAY | OMAHA | NE | 68152 | NONE | PUBLIC | CHARITABLE | $4,000 | ||||
| WILLA CATHER FOUNDATION | |||||||||||
| 413 N WEBSTER ST | RED CLOUD | NE | 68970 | NONE | PUBLIC | CHARITABLECHARITABLE | $10,000 | ||||
| UNITED STATES DRESSAGE | |||||||||||
| 4047 IRON WORKS PARKWAY | LEXINGTON | NE | 40511 | NONE | PUBLIC | CHARITABLE | $1,000 | ||||
| CENTRAL HIGH SCHOOL FOUNDATION | |||||||||||
| 1823 HARNEY STREET | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $5,000 | ||||
| NEBRASKA SHAKESPEARE FESTIVAL | |||||||||||
| 2500 CALIFORNIA PLAZA | OMAHA | NE | 68178 | NONE | PUBLIC | CHARITABLE | $5,000 | ||||
| BROWNELL TALBOT FOUNDATION | |||||||||||
| 400 NORTH HAPPY HOLLOW BLVD | OMAHA | NE | 68132 | NONE | PUBLIC | CHARITABLECHARITABLE | $5,000 | ||||
| POLICE ATHLETICS FOR COMMUNITY | |||||||||||
| PO BOX 24251 | OMAHA | NE | 68124 | NONE | PUBLIC | CHARITABLE | $3,000 | ||||
| OMAHA SPORTS COMMISSION | |||||||||||
| 1004 FARNAM ST | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $7,500 | ||||
| NEBRASKA COMMUNITIES PLAYHOUSE | |||||||||||
| 225 LOCUST STREET | HICKMAN | NE | 68372 | NONE | PUBLIC | CHARITABLE | $5,000 | ||||
| MDI BIOLOGICAL LABORATORY | |||||||||||
| PO BOX 35 | SALISBURY | ME | 04672 | NONE | PUBLIC | CHARITABLE | $3,000 | ||||
| OMAHA CHILDRENS MUSEUM | |||||||||||
| 500 SOUTH 20TH | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $5,000 | ||||
| OMAHA COMMUNITY PLAYHOUSE FOUNDATION | |||||||||||
| 6915 CASS STREET | OMAHA | NE | 68132 | NONE | PUBLIC | CHARITABLE | $5,000 | ||||
| OMAHA BOTANICAL CENTER | |||||||||||
| 100 BANCROFT STREET | OMAHA | NE | 68108 | NONE | PUBLIC | CHARITABLE | $5,000 | ||||
| UNITED STATES PONY CLUBS | |||||||||||
| 4041 IRON WORKS PARKWAY | LEXINGTON | KY | 40511 | NONE | PUBLIC | CHARITABLE | $1,000 | ||||
| NORTH HILLS HUNT INC | |||||||||||
| 8939 F STREET | OMAHA | NE | 68127 | NONE | PUBLIC | CHARITABLE | $5,000 | ||||
| NEBRASKA HUMANCE SOCIETY | |||||||||||
| 8929 FORT STREET | OMAHA | NE | 68134 | NONE | PUBLIC | CHARITABLE | $4,000 | ||||
| NET FOUNDATION FOR RADIO | |||||||||||
| 1800 N 33RD ST | LINCOLN | NE | 68503 | NONE | PUBLIC | CHARITABLE | $5,000 | ||||
| OMAHA ZOOLOGICAL SOCIETYY | |||||||||||
| 3701 S 10TH STREET | OMAHA | NE | 68107 | NONE | PUBLIC | CHARITABLE | $10,000 | ||||
| ROSE BLUMKIN PERFORMING ARTS | |||||||||||
| 2001 FARNAM STREET | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $5,000 | ||||
| DOCTORS WITHOUT BORDERS | |||||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | PUBLIC | CHARITABLE | $1,000 | ||||
| NORTHEAST COMMUNITY COLLEGE FOUNDATION | |||||||||||
| 801 E BENJAMIN AVE | NORFOLK | NE | 68702 | NONE | PUBLIC | CHARITABLE | $5,000 | ||||
| NET FOUNDATION FOR TELEVISION | |||||||||||
| 1800 N 33RD ST | LINCOLN | NE | 68503 | NONE | PUBLIC | CHARITABLE | $5,000 | ||||
| ALZHEIMERS ASSOCIATION NEBRASKA CHAPTER | |||||||||||
| 11711 ARBOR STREET | OMAHA | NE | 68144 | NONE | PUBLIC | CHARITABLE | $5,000 | ||||
| FRIENDS OF IOWA PBS | |||||||||||
| 6450 CORPORATE DRIVE | JOHNSTON | IA | 50131 | NONE | PUBLIC | CHARITABLE | $5,000 | ||||
| IRVINGTON VOLUNTEER FIRE DEPARTMENT | |||||||||||
| 9111 FREMONT ST | OMAHA | NE | 68152 | NONE | PUBLIC | CHARITABLE | $3,000 | ||||
| FORT CALHOUN FIRE AND RESCUE | |||||||||||
| 602 N 14TH STREET | FORT CALHOUN | NE | 68023 | NONE | PUBLIC | CHARITABLE | $3,000 | ||||
| RIDERS CLUB INC | |||||||||||
| 1320 CO RD 29 | KENNARD | NE | 68034 | NONE | PUBLIC | CHARITABLE | $5,000 | ||||
| STOWARZYZENIE GOSPEL | |||||||||||
| NONE | FOREIGN | CHARITABLE | $3,000 | AI DASZYNSKIEGO 15A/10 | KRAKOW | PL | 31537 | ||||
| STOWARZYZENIE UNICORN | |||||||||||
| NONE | FOREIGN | CHARITABLE | $7,000 | ZIELONY DOL 4 | KRAKOW | PL | 30117 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $424,500 | 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 | $7,884 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $105,995 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $583,117 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $696,996 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $696,996 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ANN MACTIER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3811 NORTH POST ROAD | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,101,650 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,650 | Amt |
| Net Investment Income | $2,650 | 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 | ||||||
| ZIELONY DOL 4 | KRAKOW | PL | 30228 | 2020-11-20 | $7,000 | USE OF FUNDS TOWARDS DEFRAYING COSTS OF ATTENDING 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 | KRAKOW | PL | 31537 | 2020-11-24 | $3,000 | SUPPORT THE FESTIVAL 7XGOSPEL 2021 TO MAKE IT ACCESSIBLE FINANCIALLY FOR ALL WHO WOULD LIKE TO TAKE PART. IF THE FESTIVAL DOES NOT TAKE PLACE IN 2021 DUE TO COVID-19, THE GRANTEE WOULD CONSULT WITH THE MACTIER FOUNDATION REGARDING ALTERNATIVE CHARITABLE USES. |
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 $7,000 AND THE GRANT DATE IS NOVEMBER 20, 2020GRANT 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. NO FUNDS WERE EXPENDED FROM GRANT FUNDS DURING THE PERIOD DECEMBER 11,2020 TO DECEMBER 31, 2020.A GRANT WAS ALSO ISSUED TO THIS ORGANIZATION IN THE AMOUNT OF $5,000 ON DECEMBER 11, 2019. THE ORGANIZATION EXPENDED THOSE FUNDS BETWEEN FEBRUARY 17, 2020 AND AUGUST 24, 2020 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 $3,000 AND THE GRANT DATE IS NOVEMBER 24, 2020.GRANT WILL BE USED TO SUPPORT THE FESTIVAL 7XGOSPEL 2021 TO MAKE IT ACCESSIBLE FINANCIALLY FOR ALL WHO WOULD LIKE TO TAKE PART. NO FUNDS WERE EXPENDED FROM GRANT FUNDS DURING THE PERIOD DECEMBER 7, 2020 TO DECEMBER 31, 2020. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $7,854,438 | EOYBookValueAmt |
| EOYFMV | $11,342,087 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL | $8,377 | $2,095 | $6,282 |
| $0 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $102,366 | $102,366 | $0 |
| $0 | $0 | $0 | |
| $0 | $0 | $0 |