KITTY M PERKINS FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- KITTY M PERKINS FOUNDATION (EIN 36-6154399)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201911349349100821
- Schema version
- 2018v3.1
- 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 Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T08:27:11-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 476097913 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEIM JOHNSON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18081 BURT STREET SUITE 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 | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366154399 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KITTY M PERKINS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KITT | BusinessNameControlTxt |
| Phone | 3086973395 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 304 NELSON STREET PO BOX 268 | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 69022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTINA L WITTE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3086973395 | PhoneNum |
| Signature | 2019-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY R COOLEY | PreparerPersonNm |
| PTIN | P01523804 | PTIN |
| Phone | 4023302660 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.34.201.180 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-03 | IPDt |
| IP Tm | 11:21:15 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 06718D1991FB6EEBEB7ECD4F00D4AA79CF05A929 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A322D7B515740BCA4AD2B7C00609431A0D79E664 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,821,791 | 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 |
| Dividends Rev And Expnss | $321,035 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $321,035 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $830,192 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,212,044 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $830,192 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $483 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $483 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,151,710 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,151,710 | 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 | $1,610 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,610 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,610 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,610 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $60,119 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $60,119 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $958 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $958 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $33,675 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,706 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,530 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $592 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $103,502 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,783 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,812 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $498,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $498,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $602,002 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,783 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $505,312 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $549,708 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,086,927 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,595 | CashBOYAmt |
| Cash EOY | $2,415 | CashEOYAmt |
| Cash EOYFMV | $2,415 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $195,998 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $140,985 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $140,985 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $280,153 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $288,848 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $290,825 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,090,305 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,705,609 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,475,181 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $289,942 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $290,206 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $281,290 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $2,890,755 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,889,206 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,631,095 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,761,748 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,317,269 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,821,791 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $7,761,748 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,317,269 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,761,748 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,317,269 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,761,748 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,317,269 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,761,748 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $549,708 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,813 | OtherIncreasesAmt |
| Subtotal | $8,317,269 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,317,269 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - VARIUOS DATES SOLD | P | 2018-06-30 | 2018-12-31 | $396,048 | $396,666 | -$618 | -$618 |
| PUBLICLY TRADED SECURITIES - VARIUOS DATES SOLD | P | 2017-01-01 | 2018-12-31 | $1,758,563 | $985,186 | $773,377 | $773,377 |
| CAPITAL GAIN DISTRIBUTION | P | 2017-01-01 | 2018-12-31 | $57,433 | $57,433 | $57,433 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $830,192 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $456,572 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,235,559 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044606 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $465,118 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,274,541 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050150 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $477,434 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,571,015 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049883 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $421,990 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,743,908 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043308 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $417,750 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,900,919 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046933 | DistributionYr5Rt |
| Total Distribution | 0.234880 | TotalDistributionRt |
| Average Distribution | 0.046976 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,820,135 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $508,287 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,869 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $519,156 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $505,312 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,739 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,739 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,739 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $16,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5,739 | 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 | KRISTINA L WITTE | IndividualWithBooksNm |
| Phone | 3086973395 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 304 NELSON STREET PO BOX 268 | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 69022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KRISTINA L WITTE | ||||||||
| 70931 DRIVE 412 | WILSONVILLE | NE | 69046 | PRESIDENT/DIRECTOR | 0.50 | $0 | $0 | $0 |
| WILLIAM E SHOEMAKER | ||||||||
| 304 NELSON STREET | CAMBRIDGE | NE | 69022 | TREASURER/DIRECTOR | 0.50 | $0 | $0 | $0 |
| J AUGUST SHOEMAKER | ||||||||
| 100 NORTH 12TH ST 605 | LINCOLN | NE | 68508 | VICE PRESIDENT/DIRECTOR | 0.50 | $0 | $0 | $0 |
| D CHARLES SHOEMAKER | ||||||||
| BOX 309 | HASTINGS | NE | 68902 | SECRETARY/DIRECTOR | 0.50 | $0 | $0 | $0 |
| KATHRYN A HEITMANN | ||||||||
| BOX 340 | CAMBRIDGE | NE | 69022 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 HARBOR BLVD | AddressLine1Txt |
| City | WEEHAWKEN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07086 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGMT | ServiceTypeTxt |
| Compensation | $60,119 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $10,513,266 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $471,643 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,984,909 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,984,909 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $164,774 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,820,135 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $541,007 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $541,007 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,739 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,739 | TotalTaxAmt |
| Distributable Before Adj | $519,268 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $519,268 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $519,268 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $505,312 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $505,312 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $505,312 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $519,268 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $488,297 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $505,312 | QualifyingDistributionsAmt |
| Applied To Year1 | $488,297 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,015 | 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 | $502,253 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KRISTINA L WITTE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70931 DRIVE 412 | AddressLine1Txt |
| City | WILSONVILLE | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 69046 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3086973395 | RecipientPhoneNum |
| Form And Info And Materials | DETAIL AS TO PURPOSE FOR FUNDS AND AMOUNT REQUESTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED IN GENERAL TO PUBLIC CHARITIES UNDER IRC SECTION 501(C)(3) LOCATED IN SOUTH CENTRAL AND SOUTHWESTERN NEBRASKA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NEBRASKA LIONS FOUNDATION | |||||||
| 3920 SPRUCE | LINCOLN | NE | 68516 | N/A | PC | FOR GENERAL OPERATIONS | $5,000 |
| ARTSPIRIT | |||||||
| 100 N 12TH STREET | LINCOLN | NE | 68508 | N/A | PC | GENERAL SUPPORT | $5,000 |
| BUTLER MEMORIAL LIBRARY FOUNDATION INC | |||||||
| 316 NELSON ST | CAMBRIDGE | NE | 69022 | N/A | PC | GENERAL SUPPORT | $3,000 |
| CITY OF CAMBRIDGE | |||||||
| 722 PATTERSON AVENUE | CAMBRIDGE | NE | 69022 | N/A | GOV | GOLF COURSE OPERATING SHORTFALL AND EQUIPMENT PURCHASE AND ECONOMIC DEVELOPMENT RESIDENTIAL LOAN FUND. | $100,000 |
| DOANE COLLEGE | |||||||
| 1014 BOSWELL AVE | CRETE | NE | 68333 | N/A | PC | SCHOLARSHIPS | $5,000 |
| HASTINGS COMMUNITY FOUNDATION | |||||||
| 800 WEST 3RD STREET STE 232 | HASTINGS | NE | 68901 | N/A | PC | DOANE COLLEGE CRETE CAMPUS MUSIC ADDITION | $150,000 |
| MAYO CLINIC | |||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55902 | N/A | PC | GENERAL SUPPORT | $1,000 |
| NEBRASKA EDUCATIONAL TELECOMMUNICATION FOR RADIO - NET | |||||||
| 1800 NORTH 33RD STREET | LINCOLN | NE | 68503 | N/A | PC | NPR | $10,000 |
| NEBRASKA EDUCATIONAL TELECOMMUNICATION FOR TV - NPTV | |||||||
| 1800 NORTH 33RD STREET | LINCOLN | NE | 68503 | N/A | PC | NPTV | $10,000 |
| TRI-VALLEY MEDICAL FOUNDATION | |||||||
| PO BOX 488 | CAMBRIDGE | NE | 69022 | N/A | PC | CAPITAL EQUIPMENT PROJECTS | $100,000 |
| PRIARIE LOFT CENTER | |||||||
| PO BOX 1731 | HASTINGS | NE | 68902 | N/A | PC | EXPERIMENTAL OUTDOOR EDUCATION PROGRAM | $10,000 |
| HASTINGS COLLEGE FOUNDATION | |||||||
| 710 N TURNER AVE | HASTINGS | NE | 68901 | N/A | SO I | CHARLES E. RICHARDS LEADERSHIP FUND AND NEW CAMPUS ENTRANCE | $4,500 |
| HASTINGS PUBLIC SCHOOLS FOUNDATION | |||||||
| 1924 W A ST | HASTINGS | NE | 68901 | N/A | PC | VOCAL MUSIC PROGRAM | $5,000 |
| SCHOOL DISTRICT #18 OF ADAMS COUNTY | |||||||
| 1924 W A ST | HASTINGS | NE | 68901 | N/A | GOV | FOOTBALL HELMETS | $30,000 |
| POST 11 AMERICAN LEGION BASEBALL COMMITTEE | |||||||
| PO BOX 992 | HASTINGS | NE | 68902 | N/A | PC | PARTICIPATION FEE SUPPORT AND DUNCAN FIELD TURF PROJECT | $20,000 |
| CENTRAL COMMUNITY COLLEGE FOUNDATION | |||||||
| 201 FOUNDATION FL NO 200 | HASTINGS | NE | 68901 | N/A | PC | ADVANCED MANUFCATURING PROJECT | $10,000 |
| NEBRASKA COMMUNITY FOUNDATION | |||||||
| PO BOX 83107 | LINCOLN | NE | 68501 | N/A | PC | GRANT | $15,000 |
| POST PLAYHOUSE INC | |||||||
| PO BOX 749 | CHADRON | NE | 69337 | N/A | PC | THEATER GENERAL OPERATIONS | $10,000 |
| SCHOOL DISTRICT #21 OF FURNAS COUNTY | |||||||
| 1003 NELSON ST PO BOX 100 | CAMBRIDGE | NE | 69022 | N/A | GOV | YOUNG AMERICANS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $498,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $321,035 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | $483 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $830,192 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $483 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,151,227 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,151,710 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,610 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,610 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $4,705,609 | EOYBookValueAmt |
| EOYFMV | $6,475,181 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $288,848 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $290,825 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $2,869,083 | $2,618,154 |
| ACCRUED DIVIDENDS RECEIVABLE | AT COST | $3,330 | $3,330 |
| MASTER LIMITED PARTNERSHIPS | AT COST | $16,793 | $9,611 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,610 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,610 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $586 | $0 | $586 |
| PTPS: ORDINARY BUSINESS LOSSES | $1,938 | $0 | $0 |
| POSTAGE | $6 | $0 | $6 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PUBLICLY TRADED PARTNERSHIPS-NET INVEST INC | Desc |
| Revenue And Expenses Per Books | $483 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $483 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $483 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BK-TX DIFF IN PTP INCOME (LOSS) | $1,455 |
| BK-TX DIFF IN PTP UNIT SALES GAIN (LOSS) | $4,358 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $60,119 | Amt |
| Net Investment Income | $60,119 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,706 | $3,706 | $0 |
| EXCISE TAXES | $29,969 | $0 | $0 |