Sterns Charitable Foundation Inc The in Lincoln, Nebraska (NE)

Sterns Charitable Foundation Inc The
Employer Identification Number (EIN)	510178685
Name of Organization	Sterns Charitable Foundation Inc The
Address	PO BOX 81407, Lincoln, NE 68501-1407
Activities	Gifts, grants, or loans to other organizations
Subsection	Charitable Organization
Ruling Date	01/1976
Deductibility	Contributions are deductible
Foundation	Private non-operating foundation
Organization	Corporation
Exempt Organization Status	Unconditional Exemption
Tax Period	09/2014
Assets	$1,000,000 to $4,999,999
Income	$25,000 to $99,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$1,943,486
Amount of Income	$49,596
Form 990 Revenue Amount	$256,532

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2013)
Total revenue	$50,608	$50,633	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$114
Dividends and interest from securities	$50,519
Gross rents	$0
Gross sales price for all assets	$100,000
Gross profit from sales of goods	$0
Other income	$0
Total expenses and disbursements	$64,509	$36,109	$0	$64,509
Compensation of officers, directors, trustees, etc.	$26,320
Pension plans, employee benefits	$0
Legal fees	$0
Accounting fees	$5,376
Interest	$0
Depreciation	$0
Occupancy	$0
Travel, conferences, and meetings	$0
Printing and publications	$0
Total operating and administrative expenses	$36,109	$36,109		$36,109
Contributions, gifts, grants paid	$28,400
Excess of revenue over expenses and disbursements	$-13,901
Net investment income		$14,524
Adjusted net income			$0

	2011		2012		2013
Balance Sheets
	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value
Total assets	$1,431,630	$1,431,630	$1,623,560	$1,623,560	$1,784,538	$1,784,538
Cash - non-interest-bearing	$0		$0		$0
Investments-U.S. and state government obligations	$0		$0		$0
Investments-corporate stock	$1,098,420		$1,226,000		$1,400,355
Investments-corporate bonds	$100,025		$100,025		$0
Investments-mortgage loans	$0		$0		$0
Investments-other	$0		$0		$0
Other assets			$165		$165
Total liabilities	$940		$941		$1,465
Mortgages and other notes payable	$0		$0		$0
Other liabilities			$0		$0
Total liabilities and net assets/fund balances	$1,430,690		$1,622,619		$1,783,073

	2011	2012	2013
Capital Gains and Losses for Tax on Investment Income
Capital gain net income	$218,994	$3,556	$0
Net capital loss	$0	$0	$-25

	2011	2012	2013
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)	No	No	No
Tax based on investment income	$2,331	$671	$290
Total credits and payments	$440	$2,360	$1,689
Current year estimated tax payments and previous year's overpayment credited to current year	$440	$2,360	$1,689
Exempt foreign organizations-tax withheld at source	$0	$0	$0
Tax paid with application for extension of time to file (Form 8868)	$0	$0	$0
Backup withholding erroneously withheld	$0	$0	$0
Any penalty for underpayment of estimated tax	$0	$0	$0
Tax due		$0	$0
Overpayment		$1,689	$1,399
Amount to be credited to next year's estimated tax	$0	$1,689	$1,399

	2011	2012	2013
Statements Regarding Activities
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	No	No
Has the foundation engaged in any activities that have not previously been reported to the IRS?		No	No
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?		No	No
Has the foundation filed a tax return on Form 990-T for this year?		No	No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?	No	No	No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?		Yes	Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?	No	No	No
Did any persons become substantial contributors during the tax year?		No	No
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?		No	No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?		Yes	Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041		No	No

	2011	2012	2013
Statements Regarding Activities for Which Form 4720 May Be Required
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	No	No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?	No	No	No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?	No	No	No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?	No	No	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	No	No
Agree to pay money or property to a government official?	No	No	No
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?		No	No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?		No	No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?	No	No	No
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?		No	No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?	No	No	No
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?	No	No	No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?	No	No	No
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?		No	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	No	No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?	No	No	No
Provide a grant to an individual for travel, study, or other similar purposes?	No	No	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	No	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	No	No
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?		No	No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No

	2011	2012	2013
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$1,468,319	$1,565,968	$1,722,381
Net value of noncharitable-use assets		$1,486,868	$1,620,081
Minimum investment return	$70,031	$74,343	$81,004

	2011	2012	2013
Distributable Amount
Distributable amount	$67,700	$73,672	$80,714

	2011	2012	2013
Undistributed Income
Distributable amount for this year	$67,700	$73,672	$80,714
Undistributed income for this year. This amount must be distributed in the next year	$0	$5,357	$21,562

	2013	2012	2011	2010	Total
Private Operating Foundations (for 2010 - 2013)
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

Supplementary Information (for 2013)
Grants approved for future payment	$0

	Amount	Related or exempt function income
Analysis of Income-Producing Activities (for 2013)
Program service revenue
Fees and contracts from government agencies	$0	$0
Membership dues and assessments	$0	$0
Interest on savings and temporary cash investments	$114	$0
Dividends and interest from securities	$50,519	$0

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
Cash	No
Other assets	No
Other transactions:
Sales of assets to a noncharitable exempt organization	No
Purchases of assets from a noncharitable exempt organization	No
Rental of facilities, equipment, or other assets	No
Reimbursement arrangements	No
Loans or loan guarantees	No
Performance of services or membership or fundraising solicitations	No
Sharing of facilities, equipment, mailing lists, other assets, or paid employees	No

Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review

Would you recommend Sterns Charitable Foundation Inc The to others? (optional)

Yes

Add photo of Sterns Charitable Foundation Inc The (optional)

About You

Your nickname:
I have read, and agree to the Terms of Service

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

	Log in» \| Register - it's free and very quick!
Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
	Show my IP address (3.144.96.xxx) to everybody
	Leave your signature» Clear Make my signature public

Recently Added Reviews
Cedars Youth Services Inc in Lincoln, NE
American Rose Society, Lincoln Rose Society in Lincoln, NE
Lincoln Animal Ambassadors in Lincoln, NE
Phoenix Mix Inc in Lincoln, NE
Southview Baptist Church in Lincoln, NE
Friends Of The Dog Parks Inc in Lincoln, NE
Fraternal Order Of Eagles, Auxiliary 3990 in York, NE
International Order Of The Kings Daughters And Sons in Sidney, NE
Women United Ministries in Bellevue, NE
Center For Holistic Development in Omaha, NE

Recently Added Reviews

Cedars Youth Services Inc in Lincoln, NE

American Rose Society, Lincoln Rose Society in Lincoln, NE

Lincoln Animal Ambassadors in Lincoln, NE

Phoenix Mix Inc in Lincoln, NE

Southview Baptist Church in Lincoln, NE

Friends Of The Dog Parks Inc in Lincoln, NE

Fraternal Order Of Eagles, Auxiliary 3990 in York, NE

International Order Of The Kings Daughters And Sons in Sidney, NE

Women United Ministries in Bellevue, NE

Center For Holistic Development in Omaha, NE

Id	Name	Address	State	Established	Total Income
Other organizations in Nebraska
1	Star Theater Incorporated	PO BOX 73, Curtis, NE 69025-0073	NE	1994-04	$29,876
2	State Farm Employees Activities Clu	222 S 84th St, Lincoln, NE 68510-2605	NE	1960-02	$106,713
3	Steamfitters And Plumbers Lu 464 Labor Management Cooperation Fund	13505 B St, Omaha, NE 68144-3615	NE	2003-11	$67,149
4	Steamfitters L U 464 Building Corp	13505 B St, Omaha, NE 68144-3615	NE	1975-08	$295,665
5	Steamfitters Local Union 464 Educational Trust Fund	13505 B St Local Union 464, Omaha, NE 68144	NE	1975-09	$1,290,750
6	Steamfitters Local Union 464 Vacation Trust Fund Of Omaha Ne	13505 B St, Omaha, NE 68144-3615	NE	1974-08	$3,707,180
7	Steinhart Foundation Inc	601 Central Ave Ste 105, Nebraska City, NE 68410-2468	NE	1957-10	$2,906,877
8	Stephanies Miracles In Loving Equine Inc, C-O Patricia Jean Prauner	54646 832 Rd, Madison, NE 68748-6602	NE	1994-09	$120,589
9	Stephen Center Inc	2723 Q Street, Omaha, NE 68107-3408	NE	1985-07	$3,934,336
10	Sterling Education Inc	5710 F St, Omaha, NE 68117-2821	NE	2008-04	$899,145
11	Sterns Charitable Foundation Inc The	PO BOX 81407, Lincoln, NE 68501-1407	NE	1976-01	$49,596
12	Stewart And Elsie Earle Educational Foundation And Trust	1919 Douglas St 2nd Fl Ma, Omaha, NE 68102-1310	NE	1981-10	$51,960
13	Stickneys Toy Breed Rescue And Retirement Sancturary	5675 Sw 42nd Rd, Cortland, NE 68331	NE	2009-03	$0
14	Stinson Family Foundation	14349 Hamilton St, Omaha, NE 68154-5116	NE	1998-05	$2
15	Strategic Air & Space Museumfoundation	28210 W Park Hwy, Ashland, NE 68003-3525	NE	2008-01	$497
16	Strategic Air And Space Museum	28210 W Park Hwy, Ashland, NE 68003-3525	NE	1980-09	$2,714,885
17	Stratton Industrial Commission Inc, Hitchcock County Senior Center	PO BOX 81, Stratton, NE 69043-0081	NE	1982-07	$346,474
18	Stuart Athletic Club Inc	Po Box 261, Stuart, NE 68780	NE	1993-03	$22,358
19	Stuart Foundation	1248 O St Ste 852, Lincoln, NE 68508-1424	NE	1948-10	$1,394,466
20	Stuart Stock Car Association Inc	PO BOX 194, Stuart, NE 68780-0194	NE	2002-01	$39,404

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Sterns Charitable Foundation Inc The and has no official or unofficial affiliation with Sterns Charitable Foundation Inc The