Stuart Foundation in Lincoln, 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
Stuart Foundation | |
Employer Identification Number (EIN) | 476024642 |
Name of Organization | Stuart Foundation |
Address | 1248 O St Ste 852, Lincoln, NE 68508-1424 |
Activities | Other school related activities, Gifts, grants, or loans to other organizations, Other religious activities |
Subsection | Charitable Organization |
Ruling Date | 10/1948 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Corporation |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2010 |
Assets | $1,000,000 to $4,999,999 |
Income | $1,000,000 to $4,999,999 |
Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
Asset Amount | $2,900,120 |
Amount of Income | $1,394,466 |
Form 990 Revenue Amount | $-45,928 |
Non-representatives - add comments:
Expenses for 2011
Assets 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 | $-45,928 | $42,477 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $90,743 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $-48,266 | |||
Total expenses and disbursements | $157,359 | $11,396 | $0 | $144,928 |
Compensation of officers, directors, trustees, etc. | $2,500 | |||
Total operating and administrative expenses | $15,933 | $11,396 | $3,502 | |
Contributions, gifts, grants paid | $141,426 | |||
Excess of revenue over expenses and disbursements | $-203,287 | |||
Net investment income | $31,081 | |||
Adjusted net income | $0 |
Balance Sheets (for 2011) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $2,696,833 | $2,588,271 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $1,209,803 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $1,487,030 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $2,696,833 |
Capital Gains and Losses for Tax on Investment Income (for 2011) | |
Capital gain net income | $0 |
Net capital loss | $-88,405 |
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 | $311 |
Total credits and payments | $1,000 |
2011 estimated tax payments and 2010 overpayment credited to 2011 | $1,000 |
Exempt foreign organizations-tax withheld at source | $0 |
Tax paid with application for extension of time to file (Form 8868) | $0 |
Backup withholding erroneously withheld | $0 |
Any penalty for underpayment of estimated tax | $0 |
Overpayment | $689 |
Amount to be credited to 2012 estimated tax | $689 |
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? | Yes |
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 | $2,858,324 |
Net value of noncharitable-use assets | $2,815,440 |
Minimum investment return | $140,772 |
Distributable Amount (for 2011) | |
Distributable amount | $140,772 |
Undistributed Income (for 2011) | |
Distributable amount for 2011 | $140,772 |
Undistributed income for 2011. This amount must be distributed in 2012 | $137,160 |
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 |
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Other organizations in Nebraska | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | Stephen Center Inc | 2723 Q Street, Omaha, NE 68107-3408 | NE | 1985-07 | $3,934,336 |
2 | Sterling Education Inc | 5710 F St, Omaha, NE 68117-2821 | NE | 2008-04 | $899,145 |
3 | Sterns Charitable Foundation Inc The | PO BOX 81407, Lincoln, NE 68501-1407 | NE | 1976-01 | $49,596 |
4 | Stewart And Elsie Earle Educational Foundation And Trust | 1919 Douglas St 2nd Fl Ma, Omaha, NE 68102-1310 | NE | 1981-10 | $51,960 |
5 | Stickneys Toy Breed Rescue And Retirement Sancturary | 5675 Sw 42nd Rd, Cortland, NE 68331 | NE | 2009-03 | $0 |
6 | Stinson Family Foundation | 14349 Hamilton St, Omaha, NE 68154-5116 | NE | 1998-05 | $2 |
7 | Strategic Air & Space Museumfoundation | 28210 W Park Hwy, Ashland, NE 68003-3525 | NE | 2008-01 | $497 |
8 | Strategic Air And Space Museum | 28210 W Park Hwy, Ashland, NE 68003-3525 | NE | 1980-09 | $2,714,885 |
9 | Stratton Industrial Commission Inc, Hitchcock County Senior Center | PO BOX 81, Stratton, NE 69043-0081 | NE | 1982-07 | $346,474 |
10 | Stuart Athletic Club Inc | Po Box 261, Stuart, NE 68780 | NE | 1993-03 | $22,358 |
11 | Stuart Foundation | 1248 O St Ste 852, Lincoln, NE 68508-1424 | NE | 1948-10 | $1,394,466 |
12 | Stuart Stock Car Association Inc | PO BOX 194, Stuart, NE 68780-0194 | NE | 2002-01 | $39,404 |
13 | Stuart Village Manor Inc | PO BOX 263, Stuart, NE 68780-0263 | NE | 1987-03 | $48,100 |
14 | Stuart Village Nursing Home Board, Parkside Manor Of Stuart | PO BOX 350, Stuart, NE 68780-0350 | NE | 1996-04 | $2,584,027 |
15 | Stueven Charitable Foundation | 5251 W Husker Hwy, Alda, NE 68810-9610 | NE | 1990-07 | $217,780 |
16 | Stuhr Museum Foundation | 3133 W Hwy 34, Grand Island, NE 68801 | NE | 1981-06 | $1,976,156 |
17 | Stuhr Museum Of The Prairie Pioneer | 3133 W Hwy 34, Grand Island, NE 68801 | NE | 1970-04 | $2,428,078 |
18 | Sturdevant Mckee Foundation Inc | PO BOX 225, Atkinson, NE 68713-0225 | NE | 1995-10 | $6,622 |
19 | Suburban Rotary Charitable Foundation | 4089 S 84th St Pmb 317, Omaha, NE 68127-1701 | NE | 1988-01 | $221,625 |
20 | Sugar Valley Rally Inc | PO BOX 214, Scottsbluff, NE 69363-0214 | NE | 1992-03 | $38,899 |
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