PEARSON FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PEARSON FAMILY FOUNDATION (EIN 86-3173870)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-01
- IRS object ID
- 202621219349102102
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-01T11:04:14-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 863173870 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pearson Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | PEAR | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Larry Pearson | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-03-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| 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 | $23,690,510 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,230,587 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $138 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $138 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $454,244 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $454,244 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $668,873 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,916,074 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $668,873 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,353,842 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,123,255 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $44,445 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $44,445 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $32,400 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $52,645 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $52,645 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $129,490 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,445 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $52,645 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $856,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $856,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $986,440 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,445 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $909,595 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,367,402 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,078,810 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $220,596 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $229,085 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $229,085 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $16,837,169 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,196,082 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,461,425 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $17,057,765 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,425,167 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,690,510 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $17,057,765 | RetainedEarningBOYAmt |
| Retained Earning EOY | $18,425,167 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,057,765 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,425,167 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,057,765 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,425,167 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,057,765 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,367,402 | ExcessRevenueOverExpensesAmt |
| Subtotal | $18,425,167 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $18,425,167 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $5,916,074 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,247,201 | CostOrOtherBasisAmt |
| Gain Or Loss | $668,873 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $668,873 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $668,873 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,995 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,995 | SubtotalAmt |
| Tax Based On Investment Income | $14,995 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,099 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $11,099 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,896 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| Lori M Hodges | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Bradley J Pearson | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Larry V Pearson | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres, Treas | 1.0 | $0 | $0 | $0 |
| Linda J Pearson | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, VP | 1.0 | $0 | $0 | $0 |
| Timothy V Pearson | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive Suite 302 | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $52,597 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,254,981 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $136,736 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,391,717 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,391,717 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $320,876 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,070,841 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,053,542 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,053,542 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,995 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,995 | TotalTaxAmt |
| Distributable Before Adj | $1,038,547 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,038,547 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,038,547 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $909,595 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $909,595 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,038,547 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $803,501 | UndistributedIncomePYAmt |
| Qualifying Distributions | $909,595 | QualifyingDistributionsAmt |
| Applied To Year1 | $803,501 | AppliedToYear1Amt |
| Applied To Current Year | $106,094 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $932,453 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Larry V Pearson | ContributingManagerNm |
| Contributing Manager | Linda J Pearson | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOY SCOUTS OF AMERICA - MID-AMERICA COUNCIL | |||||||
| 12401 W MAPLE RD | OMAHA | NE | 68164 | N/A | PC | Capital Campaign | $79,450 |
| CREIGHTON UNIVERSITY | |||||||
| 2500 CALIFORNIA PLZ | OMAHA | NE | 68178 | N/A | PC | PEARSON ENDOWED FUND AND FUND FOR ATHLETICS PERFORMANCE CENTER | $300,000 |
| DONOR ADVISED CHARITABLE GIVING | |||||||
| PO BOX 2430 | OMAHA | NE | 68103 | N/A | PC | HODGES FAMILY GIVING FUND | $50,000 |
| DONOR ADVISED CHARITABLE GIVING | |||||||
| PO BOX 2430 | OMAHA | NE | 68103 | N/A | PC | TAP FAMILY FOUNDATION FUND | $50,000 |
| DONOR ADVISED CHARITABLE GIVING | |||||||
| PO BOX 2430 | OMAHA | NE | 68103 | N/A | PC | PEARSON FAMILY CHARITABLE FUND | $50,000 |
| MAKE-A-WISH OF NEBRASKA | |||||||
| 1005 S 107TH AVE STE 102 | OMAHA | NE | 68114 | N/A | PC | SUPPORT WISHES FOR CHILDREN | $25,000 |
| NEBRASKA METHODIST HOSPITAL FOUNDATION | |||||||
| 8701 W DODGE RD STE 450 | OMAHA | NE | 68114 | N/A | PC | Community Counseling program | $150,000 |
| RIO VERDE COMMUNITY CHURCH | |||||||
| 25603 N DANNY LN STE 1 | RIO VERDE | AZ | 85263 | N/A | PC | General & Unrestricted | $20,000 |
| ST LUKE UNITED METHODIST CHURCH | |||||||
| 11810 BURKE ST | OMAHA | NE | 68154 | N/A | PC | 2025 Stewardship Campaign | $75,000 |
| THE TEEN CENTER | |||||||
| 12200 BURKE BLVD | OMAHA | NE | 68154 | N/A | PC | General & Unrestricted | $30,000 |
| UNITED WAY OF THE MIDLANDS | |||||||
| 1229 MILLWORK AVE STE 402 | OMAHA | NE | 68102 | N/A | PC | 2025 United Way Campaign | $27,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $856,950 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $138 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $454,244 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $668,873 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,123,255 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,123,255 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Pearson Larry V | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14816 Starlite Circle | AddressLine1Txt |
| City | Bennington | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,230,587 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | GENERAC HOLDING INC GNRC, 5000 sh. | $746,825 | 2025-11-26 |
| 1 | TEXAS INSTRUMENTS INC TXN, 2940 sh. | $483,762 | 2025-11-26 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIRD AGGREGATE BOND FUND CLAS | $774,981 | $817,747 |
| CALAMOS MARKET NEUTRAL FD CL I | $569,800 | $596,283 |
| GENERAC HOLDING INC | $746,825 | $681,850 |
| ISHARE SP SMALL CAP 600 INDEX | $125,928 | $154,191 |
| ISHARES GOLD TR MICRO | $340,819 | $367,951 |
| ISHARES TR S & P MIDCAP 400 IN | $1,324,521 | $1,547,502 |
| PIMCO FUNDS FOREIGN BOND FUND | $410,015 | $413,750 |
| PIMCO INCOME FUND | $1,571,240 | $1,656,595 |
| TEXAS INSTRUMENTS INC | $483,762 | $510,061 |
| VANGUARD FTSE DEVELOPED MARKET | $2,438,214 | $2,950,708 |
| VANGUARD GROWTH ETF | $2,006,817 | $3,222,315 |
| VANGUARD S&P 500 ETF | $5,055,432 | $7,659,139 |
| VANGUARD SHORT TERM INFLATION | $418,601 | $413,832 |
| VANGUARD VALUE ETF | $1,929,127 | $2,469,501 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $52,597 | $52,597 |
| Postage/Delivery Service | $48 | $48 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $44,445 | Amt |
| Net Investment Income | $44,445 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2025 | $11,000 |
| 990-PF Extension for 2024 | $21,400 |