ALLAN & ANN MACTIER CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ALLAN & ANN MACTIER CHARITABLE FOUNDATION (EIN 20-8485698)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201821359349103672
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T14:56:27-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470761070 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOYLE HESS & ELLIOTT CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 617 N 90TH ST | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 681142821 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | JUDITH MORIARTY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4024537374 | PhoneNum |
| Signature | 2018-05-14 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN S ELLIOTT CPA | PreparerPersonNm |
| PTIN | P00004306 | PTIN |
| Phone | 4023931850 | PhoneNum |
| Preparation | 2018-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $3,050,328 | 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 | $11,922 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,922 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $276,339 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $276,339 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$240,287 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $107,167 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $2,160 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,151,784 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $288,261 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $100 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $48,102 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $48,102 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $48,202 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,202 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $125,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $125,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $173,202 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,202 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $125,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $978,582 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $240,059 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,814,271 | CashBOYAmt |
| Cash EOY | $4,005,357 | CashEOYAmt |
| Corporate Stock BOY | $1,721,692 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,374,238 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,916,328 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $134,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $134,000 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,535,963 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,513,595 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,050,328 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,535,963 | UnrestrictedBOYAmt |
| Unrestricted EOY | $5,513,595 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,535,963 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,513,595 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,535,963 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,513,595 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,535,963 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $978,582 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,514,545 | SubtotalAmt |
| Other Decreases | $950 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,513,595 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 23000 SHS PANDORA | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2015-02-27 | AcquiredDt |
| Sold | 2017-12-26 | SoldDt |
| Gross Sales Price | $107,167 | GrossSalesPriceAmt |
| Cost Or Other Basis | $347,454 | CostOrOtherBasisAmt |
| Gain Or Loss | -$240,287 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$240,287 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$240,287 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $75,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,245,611 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.014298 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $180,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,371,554 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041175 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $161,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,969,126 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054225 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $110,415 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,242,935 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049228 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $169,400 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $818,977 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.206843 | DistributionYr5Rt |
| Total Distribution | 0.365769 | TotalDistributionRt |
| Average Distribution | 0.073154 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,457,082 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $472,361 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,401 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $474,762 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $125,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,801 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,801 | SubtotalAmt |
| Tax Based On Investment Income | $4,801 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $148 | EsPenaltyAmt |
| Tax Due | $4,949 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BOYLE HESS ELLIOTT CPA'S PC | IndividualWithBooksNm |
| Phone | 4023931850 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 617 NORTH 90TH STREET | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 | 000.00 | $0 | $0 | $0 |
| JUDITH MORIARTY | ||||||||
| 14115 NORTH 42ND STREET | OMAHA | NE | 68112 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,739,802 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,815,611 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,555,413 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,555,413 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $98,331 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,457,082 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $322,854 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $322,854 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,801 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,801 | TotalTaxAmt |
| Distributable Before Adj | $318,053 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $318,053 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $318,053 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $125,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $125,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $125,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $318,053 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $102,077 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,700 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $116,777 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $125,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $125,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $116,777 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $116,777 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $76,276 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | OMAHA COMMUNITY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1005 SOUTH 107TH AVE | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE | GrantOrContributionPurposeTxt |
| Amt | $125,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $125,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,922 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $265,966 | ExclusionAmt |
| Related Or Exempt Function Incm | $10,373 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$240,287 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Related Or Exempt Function Incm | $2,160 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $25,679 | ExclusionAmt |
| Related Or Exempt Function Incm | $24,455 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $50,134 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | $100 | Amt |
| Net Investment Income | $100 | NetInvestmentIncomeAmt |
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 | $134,000 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,374,238 | EOYBookValueAmt |
| EOYFMV | $2,916,328 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DECREASE VALUE OF BOND | Desc |
| Amt | $950 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Revenue And Expenses Per Books | $2,160 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TRUSTEE FEES | $27,102 | $27,102 |
| ADVISORY FEES | $21,000 | $21,000 |