JERRY & EDITH MARLATT FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JERRY & EDITH MARLATT FAMILY FOUNDATION (EIN 91-1759170)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2018-11-09
- IRS object ID
- 201833139349100003
- Schema version
- 2017v2.3
- 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 Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-09T07:30:14-06:00 | ReturnTs |
| Tax Period End | 2018-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 820692739 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSO CPA's PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 404 E 25TH STREET | AddressLine1Txt |
| City | KEARNEY | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68847 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911759170 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JERRY & EDITH MARLATT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JERR | BusinessNameControlTxt |
| Phone | 3082373352 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6365 30TH AVE | AddressLine1Txt |
| City | KEARNEY | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68845 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JERRY MARLATT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3082373352 | PhoneNum |
| Signature | 2018-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY L STEFFENSMEIER CPA | PreparerPersonNm |
| PTIN | P00050043 | PTIN |
| Phone | 3082345565 | PhoneNum |
| Preparation | 2018-11-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.51.32.179 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-08 | IPDt |
| IP Tm | 08:49:34 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7B4A007095EC1F39685F3A09CD63521524E66E26 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7B4A007095EC1F39685F3A09CD63521524E66E26 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $839,826 | 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 | $48,318 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,970 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,970 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,611 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $98,251 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,611 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $113,915 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $65,597 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,160 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,160 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $1 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $340 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $340 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,501 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,501 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $61,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $61,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $62,551 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,501 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $61,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $51,364 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $64,096 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,551 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,755 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,755 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $579,612 | CorporateStockBOYAmt |
| Corporate Stock EOY | $627,772 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $834,071 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $582,163 | TotalAssetsBOYAmt |
| Total Assets EOY | $633,527 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $839,826 | 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 | $582,163 | RetainedEarningBOYAmt |
| Retained Earning EOY | $633,527 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $582,163 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $633,527 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $582,163 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $633,527 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $582,163 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $51,364 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $633,527 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $633,527 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FRANKLIN MUTUAL SHARES FUND A - 847.17 SHARES | P | 2012-12-19 | 2018-09-21 | $25,000 | $20,668 | $4,332 | $4,332 |
| FRANKLIN MUTUAL SHARES FUND A - 33.829 SHARES | P | 2012-12-19 | 2018-09-25 | $1,000 | $825 | $175 | $175 |
| FRANKLIN MUTUAL SHARES FUND A - 34.025 SHARES | P | 2012-12-19 | 2018-08-27 | $1,000 | $830 | $170 | $170 |
| FRANKLIN MUTUAL SHARES FUND A - 34.686 SHARES | P | 2012-12-19 | 2018-07-25 | $1,000 | $846 | $154 | $154 |
| INVESTMENT CO OF AMERICA - 594.248 SHARES | P | 1996-12-20 | 2017-12-06 | $25,000 | $16,487 | $8,513 | $8,513 |
| INVESTMENT CO OF AMERICA - 166.238 SHARES | P | 1997-01-16 | 2018-01-02 | $6,739 | $4,734 | $2,005 | $2,005 |
| INVESTMENT CO OF AMERICA - 25.582 SHARES | P | 1997-12-23 | 2018-03-26 | $1,000 | $730 | $270 | $270 |
| INVESTMENT CO OF AMERICA - 25.145 SHARES | P | 1997-12-23 | 2018-04-25 | $1,000 | $717 | $283 | $283 |
| INVESTMENT CO OF AMERICA - 24.325 SHARES | P | 1997-12-23 | 2018-05-25 | $1,000 | $694 | $306 | $306 |
| INVESTMENT CO OF AMERICA - 24.618 SHARES | P | 1997-12-23 | 2018-06-25 | $1,000 | $707 | $293 | $293 |
| INVESTMENT CO OF AMERICA - 48.792 SHARES | P | 1997-12-23 | 2018-08-17 | $2,000 | $1,402 | $598 | $598 |
| Capital Gains Dividends | P | $32,512 | $32,512 | $32,512 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,611 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $35,940 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $718,721 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050005 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $25,513 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $657,144 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038824 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $26,437 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $684,907 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038599 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $24,848 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $655,629 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037899 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,460 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $542,992 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037680 | DistributionYr5Rt |
| Total Distribution | 0.203007 | TotalDistributionRt |
| Average Distribution | 0.040601 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $802,878 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $32,598 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $641 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $33,239 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $61,050 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $641 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $641 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $641 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $12 | EsPenaltyAmt |
| Tax Due | $653 | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JERRY MARLATT | IndividualWithBooksNm |
| Phone | 3082373352 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6365 30TH AVE | AddressLine1Txt |
| City | KEARNEY | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68845 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| JERRY MARLATT | ||||||||
| 6365 30TH AVE | KEARNEY | NE | 68845 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| EDITH MARLATT | ||||||||
| 6365 30TH AVE | KEARNEY | NE | 68845 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JEFFREY MARLATT | ||||||||
| 7855 WIND RIDGE TRAL | MINNETRISTA | MN | 55364 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $815,105 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $815,105 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $815,105 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,227 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $802,878 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,144 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,144 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $641 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $641 | TotalTaxAmt |
| Distributable Before Adj | $39,503 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,503 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,503 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $61,050 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $61,050 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $641 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $60,409 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,503 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $19,925 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $61,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $19,925 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,503 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,622 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,622 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,622 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,622 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JERRY MARLATT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHRISTIAN RECORD SERVICES INC | ||||||
| 5900 58TH ST STE M | LINCOLN | NE | 68516 | PC | CHARITABLE | $1,000 |
| CRANE RIVER THEATRE COMPANY INC | ||||||
| 1310 W 22ND ST | KEARNEY | NE | 68845 | PC | CHARITABLE | $1,000 |
| FIRST UNITED METHODIST CHURCH | ||||||
| 4500 LINDEN DR | KEARNEY | NE | 68847 | PC | CHARITABLE | $17,100 |
| GREAT PLATTE RIVER ROAD ARCHWAY MONUMENT | ||||||
| 3060 E 1ST ST | KEARNEY | NE | 68847 | PC | CHARITABLE | $500 |
| HIMANCHAL EDUCATION FOUNDATION | ||||||
| 412 W 48TH ST 12 | KEARNEY | NE | 68845 | PC | CHARITABLE | $1,000 |
| IN FAITH | ||||||
| 145 JOHN ROBERT THOMAS DRIVE | EXTON | PA | 19341 | PC | CHARITABLE | $1,000 |
| KEARNEY AREA HABITAT FOR HUMANITY | ||||||
| 1815 1ST AVE | KEARNEY | NE | 68847 | PC | CHARITABLE | $23,000 |
| KEARNEY COMMUNITY FOUNDATION | ||||||
| 412 W 48TH ST 12 | KEARNEY | NE | 68845 | PC | CHARITABLE | $2,100 |
| KEARNEY JUBILEE CENTER | ||||||
| 2523 AVE A | KEARNEY | NE | 68847 | PC | CHARITABLE | $1,000 |
| KEARNEY VOLUNTEER FIRE DEPARTMENT | ||||||
| 2211 AVE A | KEARNEY | NE | 68847 | PC | CHARITABLE | $100 |
| SALVATION ARMY | ||||||
| 15 E 18TH ST | KEARNEY | NE | 68847 | PC | CHARITABLE | $1,000 |
| TRAILS & RAILS MUSEUM | ||||||
| 710 W 11TH ST | KEARNEY | NE | 68845 | PC | CHARITABLE | $6,250 |
| UNITED WAY OF THE KEARNEY AREA INC | ||||||
| 4009 6TH AVE | KEARNEY | NE | 68847 | PC | CHARITABLE | $3,000 |
| WATER FOR HAITI | ||||||
| 29 ROWAN DRIVE | ALISO VIEJO | CA | 92656 | PC | lcharron - 10/19/18 02:58PM Worksheet Private Foundation | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $61,050 | 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 | $16 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,970 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,512 | ExclusionAmt |
| Related Or Exempt Function Incm | $17,099 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $48,498 | ExclusionAmt |
| Related Or Exempt Function Incm | $17,099 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $65,597 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| JERRY C MARLATT | ||||||
| 1 | 6365 30TH AVE | KEARNEY | NE | 68845 | $18,318 | Yes (X) |
| JERRY C MARLATT | ||||||
| 2 | 6365 30TH AVE | KEARNEY | NE | 68845 | $30,000 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | SECURITIES-MUTUAL FUNDS | $18,318 | 2017-10-03 |
| 2 | SECURITIES-MUTUAL FUNDS | $30,000 | 2018-09-19 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,160 | Amt |
| Net Investment Income | $1,160 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $627,772 | EOYBookValueAmt |
| EOYFMV | $834,071 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $340 | Amt |
| Net Investment Income | $340 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |