ALLAN & ANN MACTIER CHARITABLE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ALLAN & ANN MACTIER CHARITABLE FOUNDATION (EIN 20-8485698)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-14
- IRS object ID
- 201541349349100424
- Schema version
- 2014v5.0
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T16:10:29-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 CPA'S 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 | 2014-01-01 | 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 | 2015-05-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN S ELLIOTT CPA CVA | PreparerPersonNm |
| PTIN | P00004306 | PTIN |
| Phone | 4023931850 | PhoneNum |
| Preparation | 2015-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | 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 | $2,292,639 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,171,186 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $47,345 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,345 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $92,155 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $185,968 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $92,155 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,310,686 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $139,500 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,450 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $31,719 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,719 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,500 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $850 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $37,519 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,719 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $161,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $161,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $198,519 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,719 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $161,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,112,167 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $107,781 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,081 | CashBOYAmt |
| Cash EOY | $1,220,061 | CashEOYAmt |
| Corporate Stock BOY | $1,468,063 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,374,250 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,292,639 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,482,144 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,594,311 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,292,639 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,482,144 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,594,311 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,482,144 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,594,311 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,482,144 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,594,311 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,482,144 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,112,167 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,594,311 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,594,311 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 3000 MUELLER INDUSTRIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Sold | 2014-02-26 | SoldDt |
| Gross Sales Price | $185,968 | GrossSalesPriceAmt |
| Cost Or Other Basis | $93,813 | CostOrOtherBasisAmt |
| Gain Or Loss | $92,155 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $92,155 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $92,155 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $110,415 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,242,935 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049228 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $169,400 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $818,977 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.206843 | DistributionYr2Rt |
| Net Vl Noncharitable Assets Yr3 | $34,489 | NetVlNoncharitableAssetsYr3Amt |
| Adjusted Qlfy Distri Yr4 | $45,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $63,195 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.712082 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,499 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $87,882 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.108088 | DistributionYr5Rt |
| Total Distribution | 1.076241 | TotalDistributionRt |
| Average Distribution | 0.269060 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,969,126 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $798,873 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,078 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $799,951 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $161,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,156 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,156 | SubtotalAmt |
| Tax Based On Investment Income | $2,156 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,760 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,760 | TotalPaymentsAndCreditsAmt |
| Tax Due | $396 | 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 | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | 1.00 | $0 | $0 | $0 |
| JUDITH MORIARTY | ||||||||
| 14115 NORTH 42ND STREET | OMAHA | NE | 68112 | PRESIDENT | 1.00 | $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 | $2,098,980 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $915,361 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,014,341 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,014,341 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,215 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,969,126 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $148,456 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $148,456 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,156 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,156 | TotalTaxAmt |
| Distributable Before Adj | $146,300 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $146,300 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $146,300 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $161,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $161,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $161,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $146,300 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $40,731 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $169,773 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $119,585 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $330,089 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $161,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $146,300 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,700 | RemainingDistriFromCorpusAmt |
| Total Corpus | $344,789 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $344,789 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $40,731 | ExcessFromYear4Amt |
| Excess From Year2 | $169,773 | ExcessFromYear2Amt |
| Excess From Year1 | $119,585 | ExcessFromYear1Amt |
| Excess From Current Year | $14,700 | ExcessFromCurrentYearAmt |
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 | $161,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $161,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,345 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $92,155 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $139,500 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $139,500 | 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 | $1,171,186 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOYLE HESS & ELLIOTT | CategoryTxt |
| Amt | $1,450 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,374,250 | EOYBookValueAmt |
| EOYFMV | $2,292,639 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| MISCELLANEOUS | $850 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TRUSTEE FEES | $20,419 | $20,419 |
| ADVISORY FEES | $11,300 | $11,300 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $3,500 | Amt |