SOENER FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SOENER FOUNDATION (EIN 36-3608622)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202611359349102206
- Schema version
- 2025v4.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T10:38:44-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470846179 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | W E STEVENS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16850 FRANCES ST STE 100 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363608622 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SOENER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOEN | BusinessNameControlTxt |
| Phone | 4027076886 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 602 S 67TH ST | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY SOENER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4027076886 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM STEVENS | PreparerPersonNm |
| PTIN | P00173351 | PTIN |
| Phone | 4029328815 | PhoneNum |
| Preparation | 2026-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,353,387 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,310 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,310 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $75,791 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $75,791 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,318,903 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,492,137 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,318,903 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,400,004 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,400,004 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Trav Conf Meeting Rev And Expnss | $233 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $756 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,789 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $501,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $501,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $507,289 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $501,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,892,715 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,400,004 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $218,854 | CashBOYAmt |
| Cash EOY | $130,465 | CashEOYAmt |
| Cash EOYFMV | $130,465 | CashEOYFMVAmt |
| Corporate Stock BOY | $884,505 | CorporateStockBOYAmt |
| Corporate Stock EOY | $937,677 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,222,922 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,103,359 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,068,142 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,353,387 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,103,359 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,068,142 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,103,359 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,068,142 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,103,359 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,068,142 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,103,359 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,892,715 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,996,074 | SubtotalAmt |
| Other Decreases | $1,927,932 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,068,142 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VARIOUS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2017-02-27 | AcquiredDt |
| Sold | 2025-03-27 | SoldDt |
| Gross Sales Price | $2,492,137 | GrossSalesPriceAmt |
| Cost Or Other Basis | $173,234 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,318,903 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,318,903 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,318,903 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33,360 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $33,360 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $33,360 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,720 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,720 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $23,640 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NANCY SOENER | IndividualWithBooksNm |
| Phone | 4027076886 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 602 S 67TH STREET | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| NANCY ANN SOENER | ||||||||
| 602 S 67TH ST | OMAHA | NE | 68106 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| THOMAS SOENER | ||||||||
| 689 JE GEORGE BLVD | OMAHA | NE | 68132 | TREASURER | 0.00 | $0 | $0 | $0 |
| ROBERT J SOENER | ||||||||
| 640 SO 57TH ST | OMAHA | NE | 68106 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| BETH SOENER O'CONNOR | ||||||||
| 1686 STANFORD ST | ST PAUL | MN | 55105 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JOAN SOENER WILSON | ||||||||
| 21637 315TH STREET | PLYMOUTH | IA | 50464 | SECRETARY | 0.00 | $0 | $0 | $0 |
| PETER JOSEPH SOENER | ||||||||
| 307 BLACK OAK CT | ST PETERS | MO | 63376 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JOESPH SOENER | ||||||||
| 1710 MAIN STREET | OMAHA | NE | 65233 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,092,524 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,796 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,125,320 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,125,320 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $136,880 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,988,440 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $449,422 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $449,422 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,360 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,360 | TotalTaxAmt |
| Distributable Before Adj | $416,062 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $416,062 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $416,062 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $501,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $501,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $416,062 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $46,054 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $19,663 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $450,769 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $61,579 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $578,065 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $501,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $416,062 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $85,438 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $663,503 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $46,054 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $617,449 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $19,663 | ExcessFromYear3Amt |
| Excess From Year2 | $450,769 | ExcessFromYear2Amt |
| Excess From Year1 | $61,579 | ExcessFromYear1Amt |
| Excess From Current Year | $85,438 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 48TH STREET CLUB | ||||||
| 219 NORTH 48TH STREET | OMAHA | NE | 68132 | NC | CHARITABLE | $500 |
| ACLU MN | ||||||
| PO BOX 14720 | MINNEAPOLIS | MN | 55414 | NC | CHARITABLE | $10,000 |
| ARCH HALFWAY HOUSE | ||||||
| 604 S 37TH ST | OMAHA | NE | 68105 | NC | CHARITABLE | $2,000 |
| ASTORIA FOOD PANTRY | ||||||
| 25-82 STEONWAY ST | ASTORIA | NY | 11103 | NC | CHARITABLE | $2,000 |
| A-T CHILDREN'S PROJECT | ||||||
| 6810 N STATE RD 7 STE 125 | COCONUT CREEK | FL | 33073 | NC | CHARITABLE | $2,000 |
| BOYS TOWN SUICIDE HOTLINE | ||||||
| 234 MONSKY DR | BOYS TOWN | NE | 68010 | NC | CHARITABLE | $26,000 |
| BREAKING FREE | ||||||
| PO BOX 4366 | ST PAUL | MN | 55104 | NC | CHARITABLE | $6,000 |
| CATHOLIC CHARITIES | ||||||
| PO BOX 952393 | ST LOUIS | NE | 63195 | NC | CHARITABLE | $12,900 |
| CHARIOTS 4 HOPE | ||||||
| 2101 WOOLWORTH AVE | OMAHA | NE | 68108 | NC | CHARITABLE | $500 |
| CITY SPROUTS | ||||||
| 4002 SEWARD ST | OMAHA | NE | 68111 | NC | CHARITABLE | $1,000 |
| COLONIAL WILLIAMSBURG FOUNDATION | ||||||
| PO BOX 1590 | MERRIFIELD | VA | 22116 | NC | CHARITABLE | $1,000 |
| COMMUNITY KITCHEN OF NORTH IOWA | ||||||
| 606 N MONROE | MASON CITY | IA | 50431 | NC | CHARITABLE | $4,000 |
| CREIGHTON PREP SCHOOL | ||||||
| 7400 WESTERN AVE | OMAHA | NE | 68114 | NC | CHARITABLE | $18,800 |
| DUCHESE SACRED HEART ACADEMY | ||||||
| 3601 BURT ST | OMAHA | NE | 68131 | NC | CHARITABLE | $24,800 |
| EPIPHANY PARISH | ||||||
| 300 5TH ST SE | MASON CITY | IA | 50401 | NC | CHARITABLE | $15,000 |
| EWING MARIA KAUFMAN SCHOOL | ||||||
| 6401 THE PASEO | KANSAS CITY | MO | 64131 | NC | CHARITABLE | $5,000 |
| FEEDING AMERICA | ||||||
| 161 N CLARK ST | CHICAGO | IL | 60601 | NC | CHARITABLE | $6,000 |
| FELINE FRIENDS | ||||||
| PO BOX 641818 | OMAHA | NE | 68164 | NC | CHARITABLE | $500 |
| FOOD BANK OF THE HEARTLAND | ||||||
| 10525 J ST | OMAHA | NE | 68127 | NC | CHARITABLE | $5,000 |
| FREEDOM READS | ||||||
| 2666 STATE ST SUITE 5A | HAMDEN | CT | 65170 | NC | CHARITABLE | $6,000 |
| FRIENDS OF THE FAMILY | ||||||
| PO BOX 184 | MASON CITY | IA | 50401 | NC | CHARITABLE | $5,000 |
| GREMLIN THEATER | ||||||
| 550 VANDALIA ST SUITE 177 | ST PAUL | MN | 55114 | NC | CHARITABLE | $4,000 |
| GROVELAND ELEMENTARY SCHOOL | ||||||
| 2045 ST CLAIR AVE | ST PAUL | MN | 55105 | NC | CHARITABLE | $5,000 |
| HAWKEYE HARVEST FOOD BANK | ||||||
| 122 S ADAMS | MASON CITY | IA | 50401 | NC | CHARITABLE | $4,000 |
| HAZELDEN BETTY FORD FOUNDATION | ||||||
| PO BOX 11 | CENTER CITY | MN | 55012 | NC | CHARITABLE | $7,000 |
| HOUR CHILDREN | ||||||
| 36-11 12TH ST | LONG ISLAND | NY | 11106 | NC | CHARITABLE | $1,500 |
| INTERGENERATION ORCHESTRA | ||||||
| 4780 SO 131ST ST | OMAHA | NE | 68137 | NC | CHARITABLE | $1,000 |
| KENNICK GLENNON SEMINARY | ||||||
| 5200 GLENNON RD | ST LOUIS | MO | 63319 | NC | CHARITABLE | $7,000 |
| KEYSTONE COMMUNITY SERVICES | ||||||
| 1800 UNIVERSITY AVE W | ST PAUL | MN | 55104 | NC | CHARITABLE | $15,000 |
| KVNO | ||||||
| 6001 DODGE ST | OMAHA | NE | 68182 | NC | CHARITABLE | $9,600 |
| LA MISSION | ||||||
| PO BOX 54059 303 E 5TH ST | LOS ANGELES | CA | 90013 | NC | CHARITABLE | $2,500 |
| LAWRENCE HUMANE SOCIETY | ||||||
| 1805 E 19TH ST | LAWRENCE | KS | 66046 | NC | CHARITABLE | $5,000 |
| MADISON VALLEY 4H SHOOTING STARS | ||||||
| PO BOX 1309 | ENNIS | MT | 59729 | NC | CHARITABLE | $750 |
| MADISON WRANGLERS 4H CLUB | ||||||
| PO BOX 251 | ENNIS | MT | 59729 | NC | CHARITABLE | $750 |
| MAKE A WISH NE | ||||||
| 1005 SO 107TH AVE STE 102 | OMAHA | NE | 68114 | NC | CHARITABLE | $25,000 |
| MARY MAGDALENE CHURCH | ||||||
| 109 SOUTH 19TH ST | OMAHA | NE | 68102 | NC | CHARITABLE | $1,000 |
| MISSOURI RIVER REGIONAL LIBRARY | ||||||
| BOX 1285 | JEFFERSON CITY | MO | 65102 | NC | CHARITABLE | $8,000 |
| NE AIDS PROJECT | ||||||
| 2027 DODGE ST | OMAHA | NE | 68102 | NC | CHARITABLE | $5,000 |
| NEIGHBOR HELPING NEIGHBORS | ||||||
| PO BOX 371 | BOONVILLE | MO | 65233 | NC | CHARITABLE | $3,000 |
| NEWMAN CATHOLIC SCHOOL | ||||||
| 2445 19TH ST SW | MASON CITY | IA | 50401 | NC | CHARITABLE | $10,000 |
| NO MORE EMPTY POTS | ||||||
| 8511 N 30TH ST ADMIN BLDG | OMAHA | NE | 68112 | NC | CHARITABLE | $1,000 |
| NORTHERN LIGHTS ALLIANCE | ||||||
| 202 1ST ST NW | MASON CITY | IA | 50401 | NC | CHARITABLE | $17,000 |
| NORTHWEST PASSAGE GALLERY | ||||||
| 7417 N BASS LAKE RD | WEBSTER | WI | 64893 | NC | CHARITABLE | $6,000 |
| OMAHA CHAMBER MUSIC SOCIETY | ||||||
| 7914 WEST DODGE RD 364 | OMAHA | NE | 68114 | NC | CHARITABLE | $900 |
| OMAHA CONSERVATORY OF OMAHA | ||||||
| 7203 CASS ST | OMAHA | NE | 68132 | NC | CHARITABLE | $18,000 |
| OMAHA FILM FESTIVAL | ||||||
| 2626 HARNEY ST | OMAHA | NE | 68131 | NC | CHARITABLE | $3,000 |
| OMAHA SYMPHONY | ||||||
| 1905 HAMEY ST SUITE 400 | OMAHA | NE | 68102 | NC | CHARITABLE | $1,000 |
| OUR LADY OF PILLAR CHURCH | ||||||
| 401 S LINDBERGH BLVD | ST LOUIS | MO | 63131 | NC | CHARITABLE | $23,500 |
| PALESTINE CHILDREN RELIEF FUND | ||||||
| PO BOX 861716 | LOS ANGELES | CA | 90086 | NC | CHARITABLE | $5,000 |
| PETA | ||||||
| 501 FRONT ST | NORFOLK | VA | 23510 | NC | CHARITABLE | $500 |
| POOR CLARE NUNS OF OMAHA | ||||||
| 22625 EDGEWATER RD | OMAHA | NE | 68022 | NC | CHARITABLE | $1,000 |
| PROJECT HOPE | ||||||
| 6201 NORTH 60TH STREET | OMAHA | NE | 68106 | NC | CHARITABLE | $2,000 |
| RESONANCE INC | ||||||
| 5149 DECATUR ST | OMAHA | NE | 68104 | NC | CHARITABLE | $1,500 |
| SERVANTS OF MARY RETIREMENT | ||||||
| 7400 MILITARY AVENUE | OMAHA | NE | 68134 | NC | CHARITABLE | $10,000 |
| SIENNA FRANCES HOUSE | ||||||
| PO BOX 217 DOWNTOWN STATION | OMAHA | NE | 68101 | NC | CHARITABLE | $2,500 |
| SKINNER ELEMENTARY SCHOOL | ||||||
| 4304 N 334D ST | OMAHA | NE | 68111 | NC | CHARITABLE | $5,000 |
| ST FRANCES CABRINI CATHOLIC CHURCH | ||||||
| 1248 10TH ST | OMAHA | NE | 68108 | NC | CHARITABLE | $2,000 |
| ST VINCENT DE PAUL SOCIETY | ||||||
| 701 NORTH 40TH ST | OMAHA | NE | 68131 | NC | CHARITABLE | $12,600 |
| ST AUGUSTINE INDIAN MISSION | ||||||
| PO BOX GG | WINNEBAGO | NE | 68071 | NC | CHARITABLE | $2,000 |
| ST BENEDICT THE MOOR CHURCH | ||||||
| 2423 GRANT ST | OMAHA | NE | 68111 | NC | CHARITABLE | $2,000 |
| ST CATHERINE UNIVERSITY | ||||||
| 2004 RANDOLPH AVE F12 | ST PAUL | MN | 55105 | NC | CHARITABLE | $5,000 |
| ST CECILIA CATHEDRAL PARISH | ||||||
| 701 NORTH 40TH ST | OMAHA | NE | 68131 | NC | CHARITABLE | $9,500 |
| ST CECILIA SCHOOL | ||||||
| 701 NORTH 40TH ST | OMAHA | NE | 68131 | NC | CHARITABLE | $2,000 |
| ST JOSEPH INDIAN MISSION | ||||||
| 1301 NO MAIN STREET | CHAMBERLAIN | SD | 57325 | NC | CHARITABLE | $2,000 |
| ST JOSEPH'S PARISH | ||||||
| 1355 MOTHERHEAD RD | COTTLEVILLE | MO | 63304 | NC | CHARITABLE | $7,000 |
| ST MARGARET MARY PARISH | ||||||
| 6116 DODGE ST | OMAHA | NE | 68132 | NC | CHARITABLE | $10,000 |
| ST STEPHEN CENTER | ||||||
| 2723 Q ST | OMAHA | NE | 68107 | NC | CHARITABLE | $3,000 |
| TREVOR PROJECT | ||||||
| PO BOX 69232 | W HOLLYWOOD | CA | 90069 | NC | CHARITABLE | $11,000 |
| UNIVERSITY OF MN CANCER RESEARCH FUND | ||||||
| PO BOX 860266 | MINNEAPOLIS | MN | 55486 | NC | CHARITABLE | $12,000 |
| UNO RECOVERY CENTER | ||||||
| 1010 LINCOLN MATT SUITE 300 | LINCOLN | NE | 68508 | NC | CHARITABLE | $10,000 |
| VALLEY HOPE BOONVILLE CHAPTER | ||||||
| PO BOX 59 | NORTON | KS | 67654 | NC | CHARITABLE | $11,000 |
| WAR HORSE FOR VETERANS | ||||||
| 5600 W 183RD ST | STILLWELL | KS | 66085 | NC | CHARITABLE | $2,000 |
| WHETSTONE RANCH | ||||||
| 6750 COUNTY RD 2660 | MOUNTAIN VIEW | MO | 65648 | NC | CHARITABLE | $22,500 |
| WOMEN ADVANCEMENT CENTER | ||||||
| 3801 HARNEY ST | OMAHA | NE | 68131 | NC | CHARITABLE | $8,400 |
| YMCA SWIM PROGRAM | ||||||
| 11837 MIRCLE HILLS DR SUITE 105 | OMAHA | NE | 68154 | NC | CHARITABLE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $501,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,310 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $75,791 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,318,903 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,400,004 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,400,004 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE EQUITIES | StockNm |
| EOY Book Value | $937,677 | EOYBookValueAmt |
| EOYFMV | $9,222,922 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR-YEAR ADJUSTMENT | Desc |
| Amt | $1,927,932 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $617 | $0 | $0 |
| PROFESSIONAL FEES | $139 | $0 | $0 |