MYRL S AND BESSIE EVANS MATHER FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MYRL S AND BESSIE EVANS MATHER FOUNDATION INC (EIN 23-7123365)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-04-03
- IRS object ID
- 201200949349100305
- Schema version
- 2010v3.4
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Professional Fees Schedule
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-03T11:17:28-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-07-01 | 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 | 2012-03-29 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KENT M KLUTE | Name |
| Phone | 4024799300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1072067 | 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 | 20334 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 20334 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 12956 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 12956 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1762 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1762 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1762 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 35052 | TotalRevenueAndExpenses |
| Total Net Investment Income | 35052 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 2450 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 2450 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1725 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1725 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 13446 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 13446 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 152 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 152 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 0 | TravConfMeetingDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 17773 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 17773 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 10000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 10000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 27773 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 17773 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 10000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 7279 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 17279 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -1 | CashEOY |
| Cash EOYFMV | -1 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 16106 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 18145 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 18145 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 156037 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 160713 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 164932 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 477606 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 478171 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 626838 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 256095 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 256095 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 262153 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 905844 | TotalAssetsBOY |
| Total Assets EOY | 913123 | TotalAssetsEOY |
| Total Assets EOYFMV | 1072067 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 905844 | UnrestrictedBOY |
| Unrestricted EOY | 913123 | UnrestrictedEOY |
| Total Net Assets BOY | 905844 | TotalNetAssetsBOY |
| Total Net Assets EOY | 913123 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 905844 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 913123 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 905844 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 7279 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 913123 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 913123 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | ENRON CORPORATION | DescriptionOfAsset |
| Date Sold | 2011-01-21 | DateSold |
| Gross Sales Price | 1762 | GrossSalesPrice |
| Gain Or Loss | 1762 | GainOrLoss |
| Gains Minus Excess Or Losses | 1762 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1762 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 43702 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 901594 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.048472 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 62181 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 975262 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.063758 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 47476 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1155025 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.041104 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 43900 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1200838 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.036558 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 36225 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1132140 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.031997 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.221889 | TotalDistributionRatio |
| Average Distribution Ratio | 0.044378 | AverageDistributionRatio |
| Net Noncharitable Assets | 1055892 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 46858 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 173 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 47031 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 10000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 346 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 346 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 346 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 102 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 250 | TaxPaidWithExtension |
| Total Credits And Payments | 352 | TotalCreditsAndPayments |
| Overpayment | 6 | Overpayment |
| Amount Credited To Next Year | 6 | 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 | 0 | 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 | 350 | 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 | 1053792 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 18180 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1071972 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1071972 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 16080 | CashDeemedCharitable |
| Net Noncharitable Assets | 1055892 | NetNoncharitableAssets |
| Minimum Investment Return | 52795 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 52795 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 346 | TaxBasedOnInvestmentIncome |
| Total Tax | 346 | TotalTax |
| Distributable Amount Before Adj | 52449 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 52449 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 52449 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 10000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 10000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 10000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 52449 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 4660 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 4660 | TotalExcessDistriCarryover |
| Qualifying Distributions | 10000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 10000 | 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 | 37789 | 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 (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| AURORA PUBLIC SCHOOLS | ||||||
| 300 L STREET | AURORA | NE | 68818 | GOVERNMENT | GENERAL | $1,000 |
| HAMILTON RECREATION INC | ||||||
| PO BOX 83 | AURORA | NE | 68818 | 501(C)(3) | GENERAL | $9,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 10000 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AURORANS 4 DIAMOND SPORTS | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HWY 34 | AddressLine1 |
| City | AURORA | City |
| State | NE | State |
| ZIP Code | 68818 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | GENERAL | PurposeOfGrantOrContribution |
| Amount | $25,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 25000 | 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 | $20,334 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $12,956 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,762 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $35,052 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 35052 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,725 | Amount |
| Net Investment Income | 1725 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (3 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| METLIFE INC | 81973 | 81790 |
| GOLDMAN SACHS GROUP LP | 105050 | 105688 |
| CONOCO PHILLIPS | 69072 | 74675 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (18 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMERICAN EXPRESS COMPANY | 6172 | 43945 |
| PHILIP MORRIS INTL | 1389 | 25039 |
| GENERAL ELECTRIC CO. | 8231 | 26970 |
| DU PONT E.I. DE NEMOURS & CO. | 13038 | 27025 |
| JOHNSON & JOHNSON | 44579 | 53216 |
| CISCO SYSTEMS, INC. | 15319 | 15610 |
| INTERNATIONAL BUSINESS MACHINES CORP | 25773 | 51465 |
| JP MORGAN CHASE & CO | 35329 | 40940 |
| 3M CO | 38240 | 47425 |
| LAUDUS INTL MRKTMASTERS INV FUND | 65223 | 59175 |
| PROCTER & GAMBLE CO | 21608 | 25428 |
| P G & E CORP | 28734 | 29421 |
| ALTRIA GROUP INC | 610 | 9903 |
| BANK OF AMERICA CO | 36950 | 8768 |
| BRISTOL MYERS SQUIBB CO | 7305 | 8688 |
| FREEPORT MCMORAN COOPER GOLD | 34242 | 42320 |
| SCOUT INTERNATIONAL FUND | 33849 | 40703 |
| NUVEEN MID CAP GROWTH OPP FUND | 61580 | 70797 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 160713 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 164932 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES | Category |
| Amount | $13,446 | Amount |
| Net Investment Income | 13446 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THIS RETURN IS BEING FILED BETWEEN MARCH 1, 2012 AND MARCH 30, 2012, AS DIRECTED BY THE IRS IN NOTICE 2012-4, BECAUSE ELECTRONIC FILING WAS NOT AVAILABLE JANUARY 1, 2012 THROUGH FEBRUARY 29, 2012. WE REQUEST THAT PENALTIES BE WAIVED BECAUSE IT WOULD BE INEQUITABLE TO IMPOSE A PENALTY ON US DUE TO THE UNUSUAL CIRCUMSTANCES REQUIRING US TO DELAY THE FILING OF THIS RETURN. | Explanation |