P & N CHARITABLE FOUNDATION TRUST: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- P & N CHARITABLE FOUNDATION TRUST (EIN 47-6207241)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201711329349101901
- Schema version
- 2016v3.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T11:50:20-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Willnerd & Associates LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 Pine Lake Road Suite A | AddressLine1Txt |
| City | Lincoln | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68516 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 476207241 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | P&N Charitable Foundation Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MR ROBERT E NIXON | InCareOfNm |
| Business Name Control | P&NC | BusinessNameControlTxt |
| Phone | 4024772500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 North 8th Street Suite 410 | AddressLine1Txt |
| City | Lincoln | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68508 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT E NIXON | PersonNm |
| Person Title | Co-Trustee | PersonTitleTxt |
| Phone | 4024772500 | PhoneNum |
| Signature | 2017-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Milton A Willnerd | PreparerPersonNm |
| PTIN | P00862414 | PTIN |
| Phone | 4024211811 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.106.8.202 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 47043920171325000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-05-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CB92F2FA211F991B5064E80229E32E3D193CF339 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CB92F2FA211F991B5064E80229E32E3D193CF339 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $234,515 | 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 | $60,996 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $629 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $629 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,688 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $60,883 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,688 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $6,977 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $38 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $38 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $75,351 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,355 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,977 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $930 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $384 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $63 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,314 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,053 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,053 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,367 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,053 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $59,984 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,292 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,977 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $26,195 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,502 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,502 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $157,055 | CorporateStockBOYAmt |
| Corporate Stock EOY | $206,037 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $233,013 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $183,250 | TotalAssetsBOYAmt |
| Total Assets EOY | $207,539 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $234,515 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $451 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $451 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $26,854 | CapitalStockBOYAmt |
| Capital Stock EOY | $26,854 | CapitalStockEOYAmt |
| Retained Earning BOY | $155,945 | RetainedEarningBOYAmt |
| Retained Earning EOY | $180,685 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $182,799 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $207,539 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $183,250 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $207,539 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $182,799 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $59,984 | ExcessRevenueOverExpensesAmt |
| Subtotal | $242,783 | SubtotalAmt |
| Other Decreases | $35,244 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $207,539 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SCH D STMT 1 - ST COVERED | P | 2016-01-01 | 2016-06-30 | $34,710 | $27,733 | $6,977 | $6,977 |
| SCH D STMT 1 - LT COVERED | P | 2015-01-01 | 2016-06-30 | $12,258 | $12,840 | -$582 | -$582 |
| SCH D STMT 1 - LT NONCOVERED | D | 2015-01-01 | 2016-06-30 | $13,915 | $12,946 | $969 | $969 |
| CAPITAL GAIN DIVIDENDS | P | $6,324 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,688 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,977 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $15,741 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $161,829 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.097269 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $14,676 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $138,200 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.106194 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $16,584 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $97,902 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.169394 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $19,221 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $69,800 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.275372 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $14,647 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $62,378 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.23481 | DistributionYr5Rt |
| Total Distribution | 0.883039 | TotalDistributionRt |
| Average Distribution | 0.176608 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $182,787 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $32,282 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $143 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $32,425 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $14,053 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $286 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $286 | SubtotalAmt |
| Tax Based On Investment Income | $286 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $348 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $348 | TotalPaymentsAndCreditsAmt |
| Overpayment | $62 | OverpaymentAmt |
| Applied To ES Tax | $62 | AppliedToESTaxAmt |
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 | false | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MR ROBERT E NIXON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4024772500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 NORTH 8TH STREET SUITE 410 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68508 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 E NIXON | ||||||||
| 140 North 8th Street Suite 410 | Lincoln | NE | 68508 | CO-TRUSTEE | 0 | $0 | $0 | $0 |
| CARLA PISEL-NIXON | ||||||||
| 140 North 8th Street Suite 410 | Lincoln | NE | 68508 | CO-TRUSTEE | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $166,972 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,599 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $185,571 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $185,571 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,784 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $182,787 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,139 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,139 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $286 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $286 | TotalTaxAmt |
| Distributable Before Adj | $8,853 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,853 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,853 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,053 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $14,053 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $14,053 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,853 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $12,031 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,183 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,301 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,138 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,995 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $56,648 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,053 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $8,853 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,200 | RemainingDistriFromCorpusAmt |
| Total Corpus | $61,848 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $12,031 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $49,817 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,183 | ExcessFromYear4Amt |
| Excess From Year3 | $12,301 | ExcessFromYear3Amt |
| Excess From Year2 | $8,138 | ExcessFromYear2Amt |
| Excess From Year1 | $7,995 | ExcessFromYear1Amt |
| Excess From Current Year | $5,200 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT E NIXON CARLA PISEL-NIXON | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT E NIXON CARLA PISEL-NIXON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 NORTH 8TH STREET SUITE 410 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4024772500 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED IN WRITING AND SHOULD INCLUDE A DESCRIPTION OF THE REQUESTING ORGANIZATION'S PURPOSE AND EXPECTED USE OF THE REQUESTED FUNDS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | OCTOBER 1ST FOR THE NEXT CALENDAR YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GRACE CHAPEL | |||||||
| 4000 SHERIDAN BLVD | LINCOLN | NE | 68502 | N/A | PC | GENERAL OPERATING FUND OF CHURCH | $12,000 |
| Other Qualified Contributions | |||||||
| VARIOUS ADDRESSES | LINCOLN | NE | 68508 | N/A | PC | GENERAL OPERATING FUND | $2,053 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,053 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $629 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,688 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEE REBATES | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $38 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $14,355 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,355 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| Robert E Nixon Carla J Pisel-Ni | ||||||
| 1 | 3045 Van Dorn Street | Lincoln | NE | 68502 | $19,106 | Yes (X) |
| Robert E Nixon Carla J Pisel-Ni | ||||||
| 2 | 3045 Van Dorn Street | Lincoln | NE | 68502 | $41,890 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 100 shs Linked In Common Stock | $19,106 | 2016-08-15 |
| 2 | 1,000 shs Direxion Common Stock | $41,890 | 2016-12-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $930 | Amt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,801 SHS FIRSTHAND TECH | $27,141 | $13,814 |
| 1,350 SHS AVINCI MEDIA CORP | $21 | $0 |
| 1,000 SHS DIREXION INC | $14,858 | $39,910 |
| FIDELITY MUTUAL FUND PORTFOLIO | $164,017 | $179,289 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET ASSET ADJUSTMT (FMV > COST OF GIFTS) | Desc |
| Amt | $35,244 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Fee Rebates | Desc |
| Revenue And Expenses Per Books | $38 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $38 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSEMENT PAYABLE TO R NIXON | Desc |
| BOY Book Value | $451 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $63 | $63 |
| FEDERAL TAXES PAID | $321 |