MYRL S AND BESSIE EVANS MATHER FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MYRL S AND BESSIE EVANS MATHER FOUNDATION INC (EIN 23-7123365)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-15
- IRS object ID
- 201320469349100802
- Schema version
- 2011v1.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-15T10:52:25-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470526649 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANA F COLE & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1248 O STREET SUITE 500 | AddressLine1 |
| City | LINCOLN | City |
| State | NE | State |
| ZIP Code | 68508 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237123365 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MYRL & BESSIE EVANS MATHER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MYRL | NameControl |
| Phone | 4024341584 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 233 S 13TH STREET NO 1011 | AddressLine1 |
| City | LINCOLN | City |
| State | NE | State |
| ZIP Code | 68508 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MR JAKE STRASHEIM | Name |
| Title | MEMBER - BOARD OF DIRECTOR | Title |
| Phone | 4024341584 | Phone |
| Date Signed | 2013-02-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KENT M KLUTE | Name |
| PTIN | P00249558 | PTIN |
| Phone | 4024799300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1034422 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 13284 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 13284 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 14518 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 14518 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 336 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 82309 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 336 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 3570 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 3570 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 31708 | TotalRevenueAndExpenses |
| Total Net Investment Income | 31708 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 2800 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 2800 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 13732 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 13732 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 250 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 257 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 257 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 0 | TravConfMeetingDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 17039 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 16789 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 45000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 45000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 62039 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 16789 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 45000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -30331 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 14919 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -1 | CashBOY |
| Savings And Temp Cash Invst BOY | 18145 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 12724 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 12724 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 160713 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 164259 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 164946 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 478171 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 531687 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 682907 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 256095 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 174122 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 173845 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 913123 | TotalAssetsBOY |
| Total Assets EOY | 882792 | TotalAssetsEOY |
| Total Assets EOYFMV | 1034422 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 913123 | UnrestrictedBOY |
| Unrestricted EOY | 882792 | UnrestrictedEOY |
| Total Net Assets BOY | 913123 | TotalNetAssetsBOY |
| Total Net Assets EOY | 882792 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 913123 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 882792 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 913123 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -30331 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 882792 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 882792 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| METLIFE INC | P | 2011-12-01 | 80000 | 81973 | -1973 | -1973 |
| NUVEEN MID CAP GROWTH | P | 2011-12-16 | 2309 | 2309 | 2309 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 336 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 9654 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1055892 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.009143 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 43702 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 901594 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.048472 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 62181 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 975262 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.063758 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 47476 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1155025 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.041104 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 43900 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1200838 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.036558 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.199035 | TotalDistributionRatio |
| Average Distribution Ratio | 0.039807 | AverageDistributionRatio |
| Net Noncharitable Assets | 1009678 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 40192 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 149 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 40341 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 45000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 149 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 149 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 149 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 500 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 500 | TotalCreditsAndPayments |
| Overpayment | 351 | Overpayment |
| Amount Credited To Next Year | 351 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NE | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JAKE STRASHEIM US BANK | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4024341584 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 233 S 13TH STREET | AddressLine1 |
| City | LINCOLN | City |
| State | NE | State |
| ZIP Code | 685082003 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| KEVIN SCHNEIDER | ||||||||
| 233 SOUTH 13TH STREET SUITE 1900 | LINCOLN | NE | 68508 | MEMBER - BOARD OF DIRECTOR | 1.00 | 700 | 0 | 0 |
| NORMAN LUTHY | ||||||||
| 185 DRIFTWOOD DRIVE | AURORA | NE | 68818 | MEMBER - BOARD OF DIRECTOR | 1.00 | 700 | 0 | 0 |
| JIM MCHARQUE | ||||||||
| 1125 12TH STREET | AURORA | NE | 68818 | MEMBER - BOARD OF DIRECTOR | 1.00 | 700 | 0 | 0 |
| DR DENNIS SMITH | ||||||||
| 1202 22ND STREET | AURORA | NE | 68818 | MEMBER - BOARD OF DIRECTOR | 1.00 | 700 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1007590 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 17464 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1025054 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1025054 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 15376 | CashDeemedCharitable |
| Net Noncharitable Assets | 1009678 | NetNoncharitableAssets |
| Minimum Investment Return | 50484 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 50484 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 149 | TaxBasedOnInvestmentIncome |
| Total Tax | 149 | TotalTax |
| Distributable Amount Before Adj | 50335 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 50335 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 50335 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 45000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 45000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 149 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 44851 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 50335 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 4660 | ExcessDistriCarryoverYear3 |
| Total Excess Distri Carryover | 4660 | TotalExcessDistriCarryover |
| Qualifying Distributions | 45000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 45000 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 4660 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 4660 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 675 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MR JAKE STRASHEIM US BANK | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 233 S 13TH ST SUITE 1011 | AddressLine1 |
| City | LINCOLN | City |
| State | NE | State |
| ZIP Code | 68508 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4024341584 | RecipientPhoneNumber |
| Form And Info And Materials | LETTER FORM, SELF EXPLANATORY, WITH 501(C)(3) EXEMPTION LETTER | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| AURORA CHILD CARE INC | ||||||
| 1604 L STREET | AURORA | NE | 68818 | 501(C)(3) | GENERAL | $25,000 |
| HAMILTON RECREATION INC | ||||||
| PO BOX 83 | AURORA | NE | 68818 | 501(C)(3) | GENERAL | $10,000 |
| EDGERTON EDUCATION CENTER | ||||||
| 208 16TH ST | AURORA | NE | 68818 | 501(C)(3) | GENERAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 45000 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| AURORANS 4 DIAMOND SPORTS | ||||||
| HWY 34 | AURORA | NE | 68818 | 501(C)(3) | GENERAL | $25,000 |
| AURORA CHILD CARE INC | ||||||
| 1604 L STREET | AURORA | NE | 68818 | 501(C)(3) | GENERAL | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 50000 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $13,284 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $14,518 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,570 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $336 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $31,708 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 31708 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| GOLDMAN SACHS GROUP LP | 105050 | 101450 |
| CONOCO PHILLIPS | 69072 | 72395 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (19 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMERICAN EXPRESS COMPANY | 6172 | 49479 |
| PHILIP MORRIS INTL | 1389 | 32723 |
| GENERAL ELECTRIC CO. | 8231 | 29801 |
| DU PONT E.I. DE NEMOURS & CO. | 13038 | 25285 |
| JOHNSON & JOHNSON | 44579 | 54048 |
| CISCO SYSTEMES, INC. | 15319 | 17170 |
| INTERNATIONAL BUSINESS MACHINES CORP | 25773 | 58674 |
| JP MORGAN CHASE & CO | 35329 | 35730 |
| 3M CO | 38240 | 44800 |
| LAUDUS INTL MRKTMASTERS INV FUND | 65223 | 51414 |
| PROCTOR & GAMBLE CO | 21608 | 24500 |
| P G & E CORP | 28734 | 31689 |
| ALTRIA GROUP INC | 610 | 12956 |
| BANK OF AMERICA CO | 36950 | 6544 |
| BRISTOL MYERS SQUIBB CO | 7305 | 10785 |
| FREEPORT MCMORAN COOPER GOLD | 34242 | 27256 |
| SCOUT INTERNATIONAL FUND | 34412 | 35930 |
| NUVEEN MID CAP GROWTH OPP FUND | 63888 | 69708 |
| P P G INDS INC | 50645 | 64415 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 164259 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 164946 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Revenue And Expenses Per Books | 3570 | RevenueAndExpensesPerBooks |
| Net Investment Income | 3570 | NetInvestmentIncome |
| Adjusted Net Income | 3570 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES | Category |
| Amount | $13,732 | Amount |
| Net Investment Income | 13732 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | Category |
| Amount | $250 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |