ALLAN & ANN MACTIER CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ALLAN & ANN MACTIER CHARITABLE FOUNDATION (EIN 20-8485698)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-22
- IRS object ID
- 201941429349100719
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-22T15:32:30-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN S ELLIOTT CPA | PreparerPersonNm |
| PTIN | P00004306 | PTIN |
| Phone | 4025511919 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 184.178.40.132 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-16 | IPDt |
| IP Tm | 14:47:43 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 19F5281BE656F9BF47539A33E9862AFDB8C262EF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0288769BF54DEC4CFA0AD26B89FC9E3EBF8E48A8 | 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 | $7,292,097 | 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 | $14,738 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,738 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $118,635 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $118,635 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,268 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $48,539 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,268 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,252,291 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $150,641 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $48,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $48,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $59,598 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $59,598 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,873 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,873 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $119,721 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $119,721 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $252,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $252,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $371,721 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $119,721 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $252,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $880,570 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,920 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,005,357 | CashBOYAmt |
| Cash EOY | $4,917,198 | CashEOYAmt |
| Cash EOYFMV | $4,917,198 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,374,238 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,342,967 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,250,279 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $134,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $134,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $124,620 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,513,595 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,394,165 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,292,097 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $5,513,595 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,394,165 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,513,595 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,394,165 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,513,595 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,394,165 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,513,595 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $880,570 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,394,165 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,394,165 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 2000 SH MUELLER INDUSTRIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2000-01-01 | AcquiredDt |
| Sold | 2018-10-31 | SoldDt |
| Gross Sales Price | $48,539 | GrossSalesPriceAmt |
| Cost Or Other Basis | $31,271 | CostOrOtherBasisAmt |
| Gain Or Loss | $17,268 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $17,268 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,268 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $125,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,457,082 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.019359 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $75,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,245,611 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.014298 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $180,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,371,554 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041175 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $161,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,969,126 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054225 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $110,415 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,242,935 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049228 | DistributionYr5Rt |
| Total Distribution | 0.178285 | TotalDistributionRt |
| Average Distribution | 0.035657 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,905,342 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $281,881 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $309 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $282,190 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $252,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $618 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $618 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $618 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,810 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,810 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,192 | OverpaymentAmt |
| Applied To ES Tax | $4,192 | 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 | 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 (2 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 ST | OMAHA | NE | 68112 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JUDITH MORIARTY | ||||||||
| 14115 NORTH 42ND STREET | OMAHA | NE | 68112 | PRESIDENT | 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 | $2,849,031 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,176,697 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,025,728 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,025,728 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $120,386 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,905,342 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $395,267 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $395,267 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $618 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $618 | TotalTaxAmt |
| Distributable Before Adj | $394,649 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $394,649 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $394,649 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $252,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $252,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $252,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $394,649 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $76,276 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $252,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $76,276 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $175,724 | 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 | $218,925 | 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 (18 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PHOENIX ACADEMY | |||||||||||
| 1110 N 66TH ST | OMAHA | NE | 68132 | NONE | PUBLIC | CHARITABLE | $150,000 | ||||
| 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 | $5,000 | ||||
| CREIGHTON UNIVERSITY ROWING TEAM | |||||||||||
| 2500 CALIFORNIA ST | OMAHA | NE | 68178 | NONE | PUBLIC | CHARITABLE | $5,000 | ||||
| OPERA OMAHA INC | |||||||||||
| 1850 FARNAM ST | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $10,000 | ||||
| OMAHA SYMPHONY ASSOCIATION | |||||||||||
| 1905 HARNEY ST | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $10,000 | ||||
| JDRF INTERNATIONAL | |||||||||||
| 7101 NEWPORT AVE | OMAHA | NE | 68152 | NONE | PUBLIC | CHARITABLE | $10,000 | ||||
| PONCA HILL VOLUNTEER FIRE | |||||||||||
| 12919 PONCA ROAD | OMAHA | NE | 68112 | NONE | PUBLIC | CHARITABLE | $5,000 | ||||
| BROWNELL TALBOT FOUNDATION | |||||||||||
| 400 HAPPY HOLLOW BLVD | OMAHA | NE | 68152 | NONE | PUBLIC | CHARITABLE | $5,000 | ||||
| NEBRASKA SHAKESPEARE FESTIVAL | |||||||||||
| 411 1/2 ELMWOOD ROAD | OMAHA | NE | 68132 | NONE | PUBLIC | CHARITABLE | $2,500 | ||||
| CENTRAL HIGH SCHOOL FOUNDATION | |||||||||||
| 1823 HARNEY STREET | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $2,500 | ||||
| CATZ ANGELS CARE | |||||||||||
| 406 E 14TH ST | FREMONT | NE | 68025 | NONE | PUBLIC | CHARITABLE | $1,000 | ||||
| ETHEL WALKER CHARITABLE | |||||||||||
| 230 BUSHY HILL ROAD | SIMSBURY | CT | 06070 | NONE | PUBLIC | CHARITABLE | $5,000 | ||||
| STONY BROOK FOUNDATION | |||||||||||
| 230 ADMINISTRATION | STONY BROOK | NY | 11794 | NONE | PUBLIC | CHARITABLE | $5,000 | ||||
| UNITED STATES EQUESTRIAN FOUNDATION | |||||||||||
| 4047 IRON WORKS PARKWAY | LEXINGTON | KY | 40511 | NONE | PUBLIC | CHARITABLE | $10,000 | ||||
| UNITED STATES DRESSAGE FEDERATION | |||||||||||
| 4051 IRON WORKS PARKWAY | LEXINGTON | KY | 40511 | NONE | PUBLIC | CHARITABLE | $1,000 | ||||
| WILLA CTHER FOUNDATION | |||||||||||
| 413 N WEBSTER ST | RED CLOUD | NE | 68970 | NONE | PUBLIC | CHARITABLE | $10,000 | ||||
| STOWARZUSZENIE UNICORN | |||||||||||
| NONE | PUBLIC | CHARITABLE | $5,000 | ZIELONY DOL 4 | KRAKOW | PL | 30117 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $252,000 | 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 | $14,738 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $118,635 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,268 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $150,641 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $150,641 | 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 | $2,250 | Amt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MUELLER INDUSTRIES | BondNm |
| EOY Book Value | $134,000 | EOYBookValueAmt |
| EOYFMV | $124,620 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,342,967 | EOYBookValueAmt |
| EOYFMV | $2,250,279 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNT FEES - FNB | $39,391 | $39,391 | $0 |
| ADVISORY FEES | $5,000 | $5,000 | $0 |
| ACCOUNT FEES - BRIDGES | $7,207 | $7,207 | $0 |
| CONSULTING | $8,000 | $8,000 | $0 |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | LATE FILED RETURN DUE TO CCH SOFTWARE OUTAGE | ExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES 2017 | $5,063 | $5,063 | $0 |
| FEDERAL TAXES ESTIMATE PAYMENT | $4,810 | $4,810 | $0 |