Leonard E Benes Charitable Fund in Valparaiso, Nebraska (NE)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Nebraska
Leonard E Benes Charitable Fund | |
Employer Identification Number (EIN) | 237284008 |
Name of Organization | Leonard E Benes Charitable Fund |
In Care of Name | Wm F Wright |
Address | PO BOX 8, Valparaiso, NE 68065-0008 |
Activities | Gifts, grants, or loans to other organizations |
Subsection | Charitable Organization |
Ruling Date | 04/1973 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 10/2011 |
Assets | $25,000 to $99,999 |
Income | $10,000 to $24,999 |
Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
Asset Amount | $28,781 |
Amount of Income | $22,313 |
Form 990 Revenue Amount | $22,313 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Analysis of Revenue and Expenses (for 2011) | ||||
Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
---|---|---|---|---|
Total revenue | $22,313 | $187 | $187 | |
Contributions, gifts, grants, etc., received | $22,126 | |||
Interest on savings and temporary cash investments | $187 | |||
Dividends and interest from securities | $0 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Total expenses and disbursements | $25,354 | $0 | $0 | $25,000 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $354 | $0 | $0 | |
Contributions, gifts, grants paid | $25,000 | |||
Excess of revenue over expenses and disbursements | $-3,041 | |||
Net investment income | $187 | |||
Adjusted net income | $187 |
Balance Sheets (for 2011) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $28,781 | $0 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $0 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $28,781 | |
Total liabilities | $1 | |
Mortgages and other notes payable | $0 | |
Other | $1 | |
Total liabilities and net assets/fund balances | $28,781 |
Capital Gains and Losses for Tax on Investment Income (for 2011) | |
Capital gain net income | $0 |
Net capital loss | $0 |
Excise Tax Based on Investment Income (for 2011) | |
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
Tax based on investment income | $4 |
Total credits and payments | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $4 |
Amount to be credited to 2012 estimated tax | $0 |
Statements Regarding Activities (for 2011) | |
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011? | No |
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
During the year did the foundation (either directly or indirectly): | |
Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
Agree to pay money or property to a government official? | No |
At the end of tax year 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | No |
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
During the year did the foundation pay or incur any amount to: | |
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
Provide a grant to an individual for travel, study, or other similar purposes? | No |
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
Minimum Investment Return (for 2011) | |
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $30,301 |
Net value of noncharitable-use assets | $29,840 |
Minimum investment return | $1,492 |
Distributable Amount (for 2011) | |
Distributable amount | $1,488 |
Undistributed Income (for 2011) | |
Distributable amount for 2011 | $1,488 |
Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
Private Operating Foundations (for 2011) | |||||
2011 | 2010 | 2009 | 2008 | Total | |
---|---|---|---|---|---|
The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
Value of all assets | $0 | $0 | $0 | $0 | $0 |
Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
Gross investment income | $0 | $0 | $0 | $0 | $0 |
Write your review! |
|
Recently Added Reviews |
Fraternal Order Of Eagles, Auxiliary 3990 in York, NE |
International Order Of The Kings Daughters And Sons in Sidney, NE |
Cedars Youth Services Inc in Lincoln, NE
|
Women United Ministries in Bellevue, NE |
American Rose Society, Lincoln Rose Society in Lincoln, NE |
Center For Holistic Development in Omaha, NE
|
North Platte Opportunity Center For Handicapped Adults And Children in North Platte, NE |
Society For Preservation & Encourmt Of Barbershop Quartet Singing Amer, Valley Harmonizers in Ord, NE
|
Lincoln Animal Ambassadors in Lincoln, NE
|
Fellowship Christian Center, C-O Edward R Rollerson in Omaha, NE |
Other organizations in Nebraska | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | Legacy Re Ltd | PO BOX 3067, Omaha, NE 68103-0067 | NE | 2005-03 | $0 |
2 | Legal Aid Of Nebraska | 209 S 19th St Ste 200, Omaha, NE 68102-1709 | NE | 1965-09 | $5,769,075 |
3 | Lehr Scholarship Irrev Tr | 1919 Douglas St 2nd Fl N, Omaha, NE 68102-1310 | NE | 1964-08 | $14,294 |
4 | Leigh F & Jane M & Leigh M Coffin Foundation | 1415 S 3rd Ave, Beatrice, NE 68310-4816 | NE | 2000-06 | $32,124 |
5 | Leland Cemetery Association | PO BOX 136, Cordova, NE 68330-0136 | NE | 1979-05 | $789 |
6 | Leland J And Dorothy H Olson Charitable Fountation, C-O Leland J And Dorothy H Olson | 12829 W Dodge Rd Ste 100, Omaha, NE 68154-2188 | NE | 1992-05 | $604,084 |
7 | Leo J Dowd Foundation Inc | PO BOX 129, Columbus, NE 68602-0129 | NE | 1965-09 | $211,844 |
8 | Leon Fellman Bnai Brith Youth Charitable Foundation Trust | 809 N 96th Street, Omaha, NE 68114-2498 | NE | 1997-09 | $17,670 |
9 | Leonard & Lewise Foreman Kimball County Scholarship Fund | 115 W 2nd St, Kimball, NE 69145-1240 | NE | 1984-03 | $655 |
10 | Leonard And Esther Nowak Charitable Foundation, Nowak Patrick Ttee | 1605 S 170th St, Omaha, NE 68130-1104 | NE | 2005-01 | $1,076,412 |
11 | Leonard E Benes Charitable Fund | PO BOX 8, Valparaiso, NE 68065-0008 | NE | 1973-04 | $22,313 |
12 | Leonard J & Angeleen E Stransky Charitable Trust | PO BOX 81667, Lincoln, NE 68501-1667 | NE | 2000-01 | $0 |
13 | Leonora E Kolb Scholarship Tr | 1919 Douglas St, Omaha, NE 68102-1317 | NE | 2002-09 | $195,188 |
14 | Leroy Thom Jean Thom And T-L Foundation Inc | PO BOX 1047, Hastings, NE 68902-1047 | NE | 1994-09 | $7,159,493 |
15 | Leslie Foundation | 1919 Douglas St 2nd Flr, Omaha, NE 68102-1310 | NE | 1983-04 | $92,596 |
16 | Leslie Scholarship Fund | 1919 Douglas St 2nd Fl, Omaha, NE 68102-1310 | NE | 1966-11 | $70,101 |
17 | Lester A Walker Foundation | PO BOX 169, Fremont, NE 68026-0169 | NE | 1961-05 | $1,006,656 |
18 | Lester B Ludens Scholarship Fund Trust Uw | 1919 Douglas St 2nd Fl Macn8000-027, Omaha, NE 68102-1310 | NE | $254,100 | |
19 | Lexington Chamber Of Commerce | PO BOX 97, Lexington, NE 68850-0097 | NE | 1942-02 | $216,600 |
20 | Lexington Community Foundation | PO BOX 422, Lexington, NE 68850-0422 | NE | 1996-08 | $2,417,067 |
Organization representatives - add corrected or new information about Leonard E Benes Charitable Fund »
Non-representatives - add comments about Leonard E Benes Charitable Fund»