P & N CHARITABLE FOUNDATION TRUST: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- P & N CHARITABLE FOUNDATION TRUST (EIN 47-6207241)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201311339349101846
- Schema version
- 2012v2.1
- 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
- Land Etc Schedule2
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T15:04:06-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Willnerd & Associates LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 Pine Lake Road Suite A | AddressLine1 |
| City | Lincoln | City |
| State | NE | State |
| ZIP Code | 68516 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 476207241 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | P&N Charitable Foundation Trust | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % MR ROBERT E NIXON | InCareOfName |
| Name Control | P&NC | NameControl |
| Phone | 4024772500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 North 8th Street Suite 410 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Lincoln | City |
| State | NE | State |
| ZIP Code | 68508 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Robert E Nixon | Name |
| Title | Trustee | Title |
| Phone | 4024772500 | Phone |
| Date Signed | 2013-05-09 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Ryan J Bourlier | Name |
| Phone | 4024211811 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 94490 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 34000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 742 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 742 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 21849 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 35615 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 21849 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 19875 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 56592 | TotalRevenueAndExpenses |
| Total Net Investment Income | 22592 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 19875 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 760 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 4 | InterestRevAndExpnss |
| Taxes Rev And Expnss | 812 | TaxesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 1576 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 19447 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 19447 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 21023 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 19447 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 35569 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 22592 | NetInvestmentIncome |
| Adjusted Net Income | 19875 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 11340 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 9529 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 9529 | SavingsAndTempCashInvstEOYFMV |
| Pledges Receivable BOY | 3150 | PledgesReceivableBOY |
| Investments Corp Stock BOY | 69380 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 82330 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 84961 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 83870 | TotalAssetsBOY |
| Total Assets EOY | 91859 | TotalAssetsEOY |
| Total Assets EOYFMV | 94490 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 26854 | CapitalStockBOY |
| Capital Stock EOY | 26854 | CapitalStockEOY |
| Retained Earnings BOY | 57016 | RetainedEarningsBOY |
| Retained Earnings EOY | 65005 | RetainedEarningsEOY |
| Total Net Assets BOY | 83870 | TotalNetAssetsBOY |
| Total Net Assets EOY | 91859 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 83870 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 91859 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 83870 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 35569 | ExcessOfRevenueOverExpenses |
| Subtotal | 119439 | Subtotal |
| Other Decreases | 27580 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 91859 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | 10,000 SHS LIFE VANTAGE LVFN COMMON | DescriptionOfAsset |
| How Acquired | D | HowAcquired |
| Date Acquired | 2011-12-27 | DateAcquired |
| Date Sold | 2012-10-01 | DateSold |
| Gross Sales Price | 33641 | GrossSalesPrice |
| Cost Or Other Basis | 13766 | CostOrOtherBasis |
| Gain Or Loss | 19875 | GainOrLoss |
| Gains Minus Excess Or Losses | 19875 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 21849 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 19875 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 14647 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 62378 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.23481 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 15999 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 35167 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.454944 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 11148 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 30721 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.362879 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 8075 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 38686 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.208732 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 10110 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 92225 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.109623 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.370988 | TotalDistributionRatio |
| Average Distribution Ratio | 0.274198 | AverageDistributionRatio |
| Net Noncharitable Assets | 69800 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 19139 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 226 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 19365 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 19447 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 226 | InvestmentIncomeExciseTax |
| Subtotal | 226 | Subtotal |
| Tax Based On Investment Income | 226 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 252 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 252 | TotalCreditsAndPayments |
| Overpayment | 26 | Overpayment |
| Amount Credited To Next Year | 26 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NE | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MR ROBERT E NIXON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4024772500 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 NORTH 8TH STREET SUITE 410 | AddressLine1 |
| City | LINCOLN | City |
| State | NE | State |
| ZIP Code | 68508 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| ROBERT E NIXON | ||||||
| 140 North 8th Street Suite 410 | Lincoln | NE | 68508 | CO-TRUSTEE | 0 | 0 |
| CARLA PISEL-NIXON | ||||||
| 140 North 8th Street Suite 410 | Lincoln | NE | 68508 | CO-TRUSTEE | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 60682 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 10181 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 70863 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 70863 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1063 | CashDeemedCharitable |
| Net Noncharitable Assets | 69800 | NetNoncharitableAssets |
| Minimum Investment Return | 3490 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 3490 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 226 | TaxBasedOnInvestmentIncome |
| Total Tax | 226 | TotalTax |
| Distributable Amount Before Adj | 3264 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 3264 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 3264 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 19447 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 19447 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 226 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 19221 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 3264 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 5610 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 6147 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 9614 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 14243 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 12031 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 47645 | TotalExcessDistriCarryover |
| Qualifying Distributions | 19447 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 3264 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 16183 | RemainingDistriFromCorpus |
| Total Corpus | 63828 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 5610 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 58218 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 6147 | ExcessFromYear4 |
| Excess From Year3 | 9614 | ExcessFromYear3 |
| Excess From Year2 | 14243 | ExcessFromYear2 |
| Excess From Year1 | 12031 | ExcessFromYear1 |
| Excess From Current Year | 16183 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT E NIXON CARLA PISEL-NIXON | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | ROBERT E NIXON CARLA PISEL-NIXON | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 NORTH 8TH STREET SUITE 410 | AddressLine1 |
| City | LINCOLN | City |
| State | NE | State |
| ZIP Code | 68508 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4024772500 | RecipientPhoneNumber |
| 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 | FormAndInfoAndMaterials |
| Submission Deadlines | OCTOBER 1ST FOR THE NEXT CALENDAR YEAR | SubmissionDeadlines |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| YOUNG LIFE - LINCOLN AREA | |||||||
| PO BOX 6442 | LINCOLN | NE | 68502 | N/A | 501(c)(3) | GENERAL OPERATING FUND OF YOUTH MINISTRY | $578 |
| GRACE CHAPEL | |||||||
| 4000 SHERIDAN BLVD | LINCOLN | NE | 68502 | N/A | 501 (C)(3) | GENERAL OPERATING FUND OF CHURCH | $17,236 |
| PEOPLE'S CITY MISSION | |||||||
| 110 Q STREET | LINCOLN | NE | 68502 | N/A | 501(C)(3) | General Operating Fund | $1,394 |
| Other Qualified Contributions | |||||||
| VARIOUS ADDRESSES | LINCOLN | NE | 68508 | N/A | 501(C)(3) | GENERAL OPERATING FUND | $239 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 19447 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $742 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $21,849 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,592 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 22592 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumber |
| Relationship Statement | Not Applicable | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | Robert E Nixon Carla J Pisel-Ni | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3045 Van Dorn Street | AddressLine1 |
| City | Lincoln | City |
| State | NE | State |
| ZIP Code | 68502 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 34000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 10,000 Shs Lifevantage Co. Common Stock | NoncashPropertyDescription |
| Fair Market Value | 34000 | FairMarketValue |
| Date Received | 2012-10-01 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | Category |
| Amount | $760 | Amount |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 3,000 SHS LEVEL 3 COMM | 9965 | 4622 |
| 170.003 SHS FIRSTHAND TECH VAL | 3137 | 2965 |
| 1,350 SHS AVINCI MEDIA CORP | 21 | 1 |
| FIDELITY MUTUAL FUND PORTFOLIO | 69207 | 77373 |
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NET ASSET ADJUSTMT (FMV > COST OF GIFTS) | Description |
| Amount | $27,580 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| FOREIGN TAXES | $52 |
| FEDERAL EXCISE TAX | $760 |