MARJORIE LEU SKALA FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MARJORIE LEU SKALA FOUNDATION (EIN 47-0843030)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-07
- IRS object ID
- 202621279349102562
- Schema version
- 2025v4.0
- 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
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-07T16:01:08-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FINANCIAL PLAZA SUITE 2300 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | 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 | 470843030 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARJORIE LEU SKALA FOUNDATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SKAL | BusinessNameControlTxt |
| Phone | 9133190300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5901 COLLEGE BOULEVARD SUITE 100 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 662111503 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID YOST | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9133190300 | PhoneNum |
| Signature | 2026-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYLE J MOHLER | PreparerPersonNm |
| PTIN | P01340349 | PTIN |
| Phone | 6892065200 | PhoneNum |
| Preparation | 2026-05-05 | 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) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $2,008,399 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $32,713 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,285 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $330,320 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,096,763 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $330,320 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $363,033 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $362,605 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,761 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,685 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,076 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $322 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $322 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,861 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,861 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $463 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $41 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $21,407 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,587 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,398 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $114,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $114,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $135,657 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,587 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $115,648 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $227,376 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $343,018 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $57,864 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,826 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,826 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,011,017 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,286,463 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,995,573 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,068,881 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,299,289 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,008,399 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,068,881 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,299,289 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,068,881 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,299,289 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,068,881 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,299,289 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,068,881 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $227,376 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,032 | OtherIncreasesAmt |
| Subtotal | $1,299,289 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,299,289 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 2926.96 ANGEL OAK MULTI-STRATEGY INCOME INSTITUT | 2023-08-24 | 2025-12-08 | $25,552 | $24,616 | $936 | $936 |
| 2675.672 ARTISAN INTERNATIONAL SMALL-MID INSTL | 2020-06-24 | 2025-12-08 | $55,333 | $32,246 | $23,087 | $23,087 |
| 257. BANK OF AMERICA CORPORATION | 2019-04-10 | 2025-11-24 | $13,380 | $6,186 | $7,194 | $7,194 |
| 2174.235 BLACKROCK SYSTEMATIC MULTI-STRATEGY INST | 2022-07-12 | 2025-12-08 | $22,721 | $22,246 | $475 | $475 |
| 77. CVS HEALTH CORP | 2011-02-16 | 2025-11-24 | $6,001 | $2,523 | $3,478 | $3,478 |
| 136. COGNIZANT TECH SOLUTIONS CL A | 2019-02-19 | 2025-11-24 | $10,276 | $6,514 | $3,762 | $3,762 |
| 228. CORTEVA INC | 2023-05-19 | 2025-11-24 | $14,925 | $9,097 | $5,828 | $5,828 |
| 3391.637 PARAMETRIC COMMODITY STRATEGY I | 2022-03-09 | 2025-12-08 | $25,064 | $23,287 | $1,777 | $1,777 |
| 4771.661 FEDERATED HERMES INSTITUTIONAL HIGH YIELD BOND INSTITUTIONAL | 2022-07-12 | 2025-12-08 | $42,993 | $43,134 | -$141 | -$141 |
| 2117.545 HARTFORD TOTAL RETURN BOND F | 2023-08-24 | 2025-12-08 | $19,291 | $18,444 | $847 | $847 |
| 18. ISHARES INTERMEDIATE GOVERNMENT/CREDIT B | 2025-12-05 | 2025-12-11 | $1,929 | $1,933 | -$4 | -$4 |
| .767 JPMORGAN MORTGAGE BACKED SECURITIES ETF | 2011-01-07 | 2025-07-02 | $38 | $42 | -$4 | -$4 |
| 946. JPMORGAN MORTGAGE BACKED SECURITIES ETF | 2017-01-06 | 2025-12-05 | $48,238 | $51,853 | -$3,615 | -$3,615 |
| 3048.215 JPMORGAN EMERGING MARKETS EQUITY L | 2009-03-06 | 2025-12-08 | $127,293 | $40,975 | $86,318 | $86,318 |
| 4996.857 MFS INTERNATIONAL EQUITY R6 | 2020-06-24 | 2025-12-08 | $203,622 | $99,693 | $103,929 | $103,929 |
| 1024.215 NYLI MACKAY HIGH YIELD MUNI BOND CLASS R | 2023-08-24 | 2025-12-08 | $12,004 | $11,584 | $420 | $420 |
| 161. MONDELEZ INTERNATIONAL INC | 2019-02-19 | 2025-11-24 | $9,025 | $7,777 | $1,248 | $1,248 |
| 450. MONSTER BEVERAGE CORP | 2019-04-10 | 2025-11-24 | $32,996 | $11,352 | $21,644 | $21,644 |
| 2701.613 NEUBERGER LONG SHORT INSTITUTIONAL | 2023-08-24 | 2025-12-08 | $54,302 | $45,568 | $8,734 | $8,734 |
| 2498.765 PRINCIPAL MIDCAP INSTITUTIONAL | 2019-04-10 | 2025-12-08 | $112,844 | $43,376 | $69,468 | $69,468 |
| 2361.056 T ROWE PRICE INTERNATIONAL BOND FUND CLASS I #527 | 2019-12-16 | 2025-12-08 | $17,000 | $20,925 | -$3,925 | -$3,925 |
| 579.991 T ROWE PRICE SMALL-CAP STOCK I | 2020-11-06 | 2025-12-08 | $35,629 | $22,558 | $13,071 | $13,071 |
| 4363.837 T ROWE PRICE U.S. TREASURY LONG-TERM IND | 2023-04-14 | 2025-12-08 | $31,376 | $36,802 | -$5,426 | -$5,426 |
| 28. UNITEDHEALTH GROUP INC | 2022-12-14 | 2025-08-01 | $6,767 | $4,897 | $1,870 | $1,870 |
| 4132.685 VANGUARD LONG-TERM INVESTMENT-GRADE ADMI | 2022-07-12 | 2025-12-08 | $31,904 | $43,563 | -$11,659 | -$11,659 |
| 5045.541 VANGUARD INTERMEDIATE-TERM INVESTMENT-GR | 2023-06-01 | 2025-12-08 | $45,006 | $42,887 | $2,119 | $2,119 |
| 9189.702 VANGUARD SHORT-TERM TREASURY ADMIRAL | 2023-04-14 | 2025-12-08 | $91,254 | $92,365 | -$1,111 | -$1,111 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $330,320 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,768 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,768 | SubtotalAmt |
| Subtitle A Tax | $46,258 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $392 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $392 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $392 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $392 | 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 | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIDWEST TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9133190300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5901 COLLEGE BOULEVARD SUITE 100 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 662111503 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MIDWEST TRUST COMPANY | ||||||
| 5901 COLLEGE BOULEVARD STE 100 | OVERLAND PARK | KS | 66211 | TRUSTEE | 1 | $9,861 |
| MARSHA GREEN | ||||||
| 1018 E 35TH STREET | SCOTTSBLUFF | NE | 69361 | COMMITTEE MEMBER | 1 | $300 |
| SHARON RICKENBACH | ||||||
| 241 REDFERN ROAD | CHADRON | NE | 59337 | COMMITTEE MEMBER | 1 | $300 |
| MARY SCHADWINKEL | ||||||
| 140 TOLUCA AVE | ALLIANCE | NE | 69301 | COMMITTEE MEMBER | 1 | $300 |
| 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 |
| 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 | $1,882,362 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,219 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,918,581 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,918,581 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,779 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,889,802 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $94,490 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $94,490 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $94,490 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $95,490 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $95,490 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $115,648 | 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 | $115,648 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $95,490 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $48,389 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $115,648 | QualifyingDistributionsAmt |
| Applied To Year1 | $48,389 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $67,259 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $28,231 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| NATIONAL FEDERATION OF THE BLIND | ||||||||
| 1800 JOHNSON ST | BALTIMORE | MD | 21230 | NONE | PC | UNRESTRICTED GIFT | $1,250 | |
| SOUTHEAST COMMUNITY COLLEGE | ||||||||
| 600 S STATE ST | MILFORD | NE | 68405 | NONE | PC | SCHOLARSHIP | $2,500 | |
| UNIVERSITY OF NEBRASKA- KEARNEY | ||||||||
| 905 W 25TH ST | KEARNEY | NE | 68849 | NONE | PC | SCHOLARSHIP | $6,250 | |
| WINIFRED G KNOFLICEK LIBRARY | ||||||||
| 1208 LARAMIE AVE | ALLIANCE | NE | 69301 | NONE | PC | UNRESTRICTED GIFT | $500 | |
| UNIVERSITY OF NEBRASKA - OMAHA | ||||||||
| 6001 DODGE STREET | OMAHA | NE | 68182 | NONE | PC | SCHOLARSHIP | $3,000 | |
| KNIGHT MUSEUM AND SANDHILLS | ||||||||
| 908 YELLOWSTONE AVE | ALLIANCE | NE | 69301 | NONE | PC | UNRESTRICTED GIFT | $500 | CENTER |
| AMERICAN BIBLE SOCIETY | ||||||||
| 1865 BROADWAY | NEW YORK | NY | 10023 | NONE | PC | UNRESTRICTED GIFT | $250 | |
| AMERICAN DIABETES ASSOCIATION | ||||||||
| 1701 N BEAUREGARD ST | ALEXANDRIA | VA | 22311 | NONE | PC | UNRESTRICTED GIFT | $2,500 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 250 WILLIAMS ST NW | ATLANTA | GA | 30303 | NONE | PC | UNRESTRICTED GIFT | $5,000 | |
| ALZHEIMER'S DISEASE | ||||||||
| 225 N MICHIGAN AVE 17TH FL | CHICAGO | IL | 60601 | NONE | PC | UNRESTRICTED GIFT | $5,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PC | UNRESTRICTED GIFT | $5,000 | |
| NORTHERN STATE UNIVERSITY | ||||||||
| 1200 S JAY ST | ABERDEEN | SD | 57401 | NONE | PC | SCHOLARSHIP | $2,500 | |
| WESTERN NEBRASKA COMMUNITY COLLEGE | ||||||||
| 1601 E 27TH ST | SCOTTSBLUFF | NE | 69361 | NONE | PC | SCHOLARSHIP | $6,500 | |
| UNIVERSITY OF NORTH TEXAS | ||||||||
| 1155 UNION CR | DENTON | TX | 76201 | NONE | PC | SCHOLARSHIP | $3,000 | HEALTH SCIENCE CENTER |
| CHADRON STATE COLLEGE | ||||||||
| 1000 MAIN ST | CHADRON | NE | 69337 | NONE | PC | SCHOLARSHIP | $13,500 | |
| UNIVERSITY OF NEBRASKA- LINCOLN | ||||||||
| 206 S 13TH ST SUITE 1000 | LINCOLN | NE | 685880227 | NONE | PC | SCHOLARSHIP | $13,500 | |
| Hastings College | ||||||||
| 710 TURNER AVE | Hastings | NE | 68901 | NONE | PC | SCHOLARSHIP | $4,500 | |
| DOANE UNIVERSITY | ||||||||
| 1014 BOSWELL AVE | CRETE | NE | 68333 | NONE | PC | SCHOLARSHIP | $2,500 | |
| NEBRASKA CHILDREN'S HOME SOCIETY | ||||||||
| 4939 S 118TH ST | OMAHA | NE | 68137 | NONE | PC | UNRESTRICTED GIFT | $500 | |
| SALVATION ARMY OMAHA | ||||||||
| 3612 CUMING ST | OMAHA | NE | 68131 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| LINCOLN COUNTY HISTORICAL SOCIETY | ||||||||
| PO BOX 85 | LINCOLN | NE | 67455 | NONE | PC | UNRESTRICTED GIFT | $2,500 | |
| GEORGETOWN UNIVERSITY | ||||||||
| 3700 O ST NW | WASHINGTON | DC | 20057 | NONE | PC | SCHOLARSHIP | $3,000 | |
| CASPER COLLEGE | ||||||||
| 125 COLLEGE DR | CASPER | WY | 82601 | NONE | PC | SCHOLARSHIP | $2,500 | |
| NEBRASKA WESLEYAN UNIVERSITY | ||||||||
| 5000 SAINT PAUL AVENUE | LINCOLN | NE | 685042794 | NONE | PC | SCHOLARSHIP | $2,000 | |
| TEXAS TECH UNIVERSITY | ||||||||
| 2500 BROADWAY | LUBBOCK | TX | 79409 | NONE | PC | SCHOLARSHIP | $3,000 | |
| BLACK HILLS STATE COLLEGE | ||||||||
| 1200 UNIVERSITY ST | SPEARFISH | SD | 57799 | NONE | PC | SCHOLARSHIP | $3,000 | |
| DICKINSON STATE UNIVERSITY | ||||||||
| 291 CAMPUS DR | DICKINSON | ND | 58601 | NONE | PC | SCHOLARSHIP | $2,000 | |
| FORT HAYS STATE UNIVERSITY | ||||||||
| 600 PARK ST | HAYS | KS | 67601 | NONE | PC | SCHOLARSHIP | $4,500 | |
| GRAND CANYON UNIVERSITY | ||||||||
| 3300 W CAMELBACK RD | PHOENIX | AZ | 85017 | NONE | PC | SCHOLARSHIP | $4,500 | |
| BRAILLE INSTITUTE OF AMERICA INC | ||||||||
| 741 N VERMONT AVE | LOS ANGELES | CA | 90029 | NONE | PC | UNRESTRICTED GIFT | $500 | |
| National Institute of Arthritis | ||||||||
| 31 CENTER DRIVE | BETHESDA | MD | 208920004 | NONE | PC | UNRESTRICTED GIFT | $2,500 | and Musculoskeletal and Skin Diseases |
| WAYNE STATE COLLEGE | ||||||||
| 1111 MAIN ST | Wayne | NE | 68787 | NONE | PC | SCHOLARSHIP | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $114,250 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,713 | 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 | $330,320 | 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 | $363,033 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $363,033 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $322 | Amt |
| Disbursements Charitable Prps | $322 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ND AG required only if 4720 is involved | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,286,463 | BookValueAmt |
| EOYFMV | $1,995,573 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURN OF CAPITAL ADJUSTMENT | $0 |
| MUTUAL FUND TIMING DIFFERENCE | $32 |
| GRANT RECOVERY | $1,000 |
| GRANT REVERSAL | $2,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $9,861 | Amt |
| Net Investment Income | $9,861 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $244 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $178 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $26 | $26 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $15 | $15 | $0 |