JERRY & EDITH MARLATT FAMILY FOUNDATION: Form 990PF, tax year 2013
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- Organization
- JERRY & EDITH MARLATT FAMILY FOUNDATION (EIN 91-1759170)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2015-01-16
- IRS object ID
- 201500169349100700
- Schema version
- 2013v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-01-16T11:38:34-06:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Redden & Assoicates P C | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3810 Ave A Suite E | AddressLine1 |
| City | KEARNEY | City |
| State | NE | State |
| ZIP Code | 68847 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | KEARNEY | City |
| State | NE | State |
| ZIP Code | 68845 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JERRY MARLATT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2015-01-06 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joy E Redden | PreparerPersonNm |
| Phone | 3082375344 | PhoneNum |
| Preparation | 2015-01-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $697,023 | 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 | $21,612 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $13,369 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,369 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $13,369 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,511 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,511 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,422 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $51,492 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,791 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $13,369 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,150 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $230 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $230 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $230 | TaxesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,380 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,380 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,380 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,510 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,510 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,890 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,380 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,380 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,510 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $35,602 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,411 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,989 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $464,202 | CorporateStockBOYAmt |
| Corporate Stock EOY | $499,804 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $697,023 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $464,202 | TotalAssetsBOYAmt |
| Total Assets EOY | $499,804 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $697,023 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $464,202 | CapitalStockBOYAmt |
| Capital Stock EOY | $499,804 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $464,202 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $499,804 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $464,202 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $499,804 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $464,202 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $35,602 | ExcessRevenueOverExpensesAmt |
| Subtotal | $499,804 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $499,804 | 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 | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| INVESTMENT CO OF AMERICA | P | 2006-09-30 | 2013-12-24 | $12,133 | $12,133 | $12,133 | |
| NEW PERSPECTIVE FUND | P | 2006-09-30 | 2013-12-27 | $4,378 | $4,378 | $4,378 | |
| BUCKLE STOCK | D | 1999-12-07 | 2013-10-11 | $10,002 | $8,796 | $8,796 | $1,206 |
| BUCKLE STOCK | D | 1999-12-07 | 2013-12-13 | $11,610 | $10,115 | $10,115 | $1,495 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,422 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $20,640 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $542,992 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $18,606 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $479,842 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0388 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $19,183 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $469,787 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0408 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,732 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $419,710 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0375 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $12,015 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $351,051 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0342 | DistributionYr5Rt |
| Total Distribution | 0.1893 | TotalDistributionRt |
| Average Distribution | 0.0379 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $655,629 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $24,848 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $474 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $25,322 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $14,510 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $948 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $948 | SubtotalAmt |
| Tax Based On Investment Income | $948 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $948 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JERRY MARLATT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3082373352 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6365 30TH AVE | AddressLine1 |
| City | KEARNEY | City |
| State | NE | State |
| ZIP Code | 68845 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2012 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JERRY MARLATT | ||||||
| 6365 30TH AVE | KEARNEY | NE | 68845 | PRES | 1 | $0 |
| EDITH MARLATT | ||||||
| 6365 30TH AVE | KEARNEY | NE | 68845 | SEC | 1 | $0 |
| JEFFREY MARLATT | ||||||
| 7855 WIND RIDGE TRAIL | MINNETRISTA | MN | 55364 | DIRECTOR | 1 | $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 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $665,613 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $665,613 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $665,613 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,984 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $655,629 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,781 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,781 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $948 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $948 | TotalTaxAmt |
| Distributable Before Adj | $31,833 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $31,833 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $31,833 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,510 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $14,510 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $14,510 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,833 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,894 | UndistributedIncomePYAmt |
| Qualifying Distributions | $14,510 | QualifyingDistributionsAmt |
| Applied To Year1 | $14,510 | AppliedToYear1Amt |
| Taxable2 | $1,384 | Taxable2Amt |
| Undistributed Income CY | $31,833 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JERRY MARLATT | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NET FOUNDATION | ||||||
| 3800 VERTMASS PLACE | LINCOLN | NE | 68502 | PAID | CONTRIBUTION | $1,000 |
| NATL WILDLIFE FEDERATIO | ||||||
| P O BOX 1583 | MERRIFIELD | VA | 22116 | PAID | CONTRIBUTION | $50 |
| KOREAN HERO FLIGHT | ||||||
| 13 EAST 22ND ST | KEARNEY | NE | 68847 | PAID | CONTRIBUTION | $1,000 |
| SPECIAL OLYMPICS OF NE | ||||||
| 9427 F ST | OMAHA | NE | 68127 | PAID | CONTRIBUTION | $110 |
| KY AREA CHAMBER OF COM | ||||||
| 1007 2ND AVE | KEARNEY | NE | 68847 | PAID | CONTRIBUTION | $100 |
| ARCHWAY FOUNDATION | ||||||
| 3060 E 1ST ST | KEARNEY | NE | 68847 | PAID | CONTRIBUTION | $1,000 |
| UNITED WAY OF KEARNEY | ||||||
| 4009 6TH AVE SUITE 19 | KEARNEY | NE | 68847 | PAID | CONTRIBUTION | $3,000 |
| TRAILS RAILS MUSEUM | ||||||
| 710 11TH ST | KEARNEY | NE | 68847 | PAID | CONTRIBUTION | $250 |
| CRANE RIVER THEATER CO | ||||||
| P O 2141 | KEARNEY | NE | 68848 | PAID | CONTRIBUTION | $250 |
| KY COMM FOUNDATION | ||||||
| 2700 CENTRAL AVE | KEARNEY | NE | 68847 | PAID | CONTRIBUTION | $7,000 |
| KEARNEY VOL FIRE DEPT | ||||||
| 2211 AVE A | KEARNEY | NE | 68847 | PAID | CONTRIBUTION | $200 |
| ARBOR DAY FOUNDATION | ||||||
| 211 N 12TH ST | LINCOLN | NE | 68508 | PAID | CONTRIBUTION | $50 |
| FAITH UNITED METHODIST | ||||||
| 1623 CENTRAL AVE | KEARNEY | NE | 68847 | PAID | CONTRIBUTION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,510 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,369 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,511 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $29,880 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,880 | 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 | NONE | RelationshipStatementTxt |
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 | JERRY MARLATT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6365 30TH AVE | AddressLine1 |
| City | KEARNEY | City |
| State | NE | State |
| ZIP Code | 68845 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $21,612 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | CAPITAL GAIN DISTRIBUTION | AssetDesc |
| Acquired | 2006-09 | AcquiredDt |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Sold | 2013-12 | SoldDt |
| Gross Sales Price | $16,511 | GrossSalesPriceAmt |
| Basis Method | COST | BasisMethodTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Edward Jones daily passport | $6,896 | $6,896 |
| income fund of merica | $187,318 | $144,719 |
| New Perspective Fund | $67,461 | $101,272 |
| Franklin Mutual | $114,954 | $209,756 |
| Investment co of America | $123,175 | $234,380 |