Bernard P And Janice M Taulborg Family Foundation in Omaha, 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
- Organizations performing similar types of work
| Bernard P And Janice M Taulborg Family Foundation | |
| Employer Identification Number (EIN) | 020707289 |
| Name of Organization | Bernard P And Janice M Taulborg Family Foundation |
| In Care of Name | Bernard P Taulborg |
| Address | 11617 Burt St, Omaha, NE 68154-1506 |
| Subsection | Educational Organization |
| Ruling Date | 05/2004 |
| Deductibility | Contributions are deductible |
| Foundation | Private operating foundation (other) |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 05/2011 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $3,352,192 |
| Amount of Income | $599,026 |
| Form 990 Revenue Amount | $533,503 |
| National Taxonomy of Exempt Entities (NTEE) | Arts, Culture and Humanities: History Museums |
Non-representatives - add comments:
Amount of income in 2011: $599,026 (it was $533,503 in 2012)
| This organization: | $599,026 |
| Other organizations performing similar types of work: | $42,230 |
Assets in 2011: $3,352,192 (it was $796 in 2012)
| This organization: | $3,352,192 |
| Other organizations performing similar types of work: | $110,927 |
Expenses in 2012: $3,884,899
| Bernard P And Janice M Taulborg Family Foundation: | $3,884,899 |
| Other organizations performing similar types of work: | $32,454 |
Income to expenses ratio in 2012: 0.2
| This organization: | 0.2 |
| Other organizations performing similar types of work: | 1.6 |
Grants share in income in 2012: 100.0%
| Bernard P And Janice M Taulborg Family Foundation: | 100.0% |
| Other organizations performing similar types of work: | 27.1% |
Revenue for 2012
Expenses for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $533,503 | $0 | $0 | |
| Contributions, gifts, grants, etc., received | $533,502 | |||
| Interest on savings and temporary cash investments | $1 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $3,884,899 | $0 | $0 | $3,878,052 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $6,847 | $0 | $0 | |
| Contributions, gifts, grants paid | $3,878,052 | |||
| Excess of revenue over expenses and disbursements | $-3,351,396 | |||
| Net investment income | $1 | |||
| Adjusted net income | $1 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $796 | $796 |
| 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 | $796 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $796 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| Statements Regarding Activities (for 2012) | |
| 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 2012 or the taxable year beginning in 2012? | Yes |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| 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 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | 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 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $0 |
| Net value of noncharitable-use assets | $0 |
| Minimum investment return | $0 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $1 | $0 | $-235 | $-466 | $-701 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $796 | $3,352,192 | $2,765,859 | $2,518,478 | $8,637,325 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $796 | $3,352,192 | $2,765,859 | $2,518,478 | $8,637,325 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | The Hitchcock County Historical Society | 36262 Drive 712, Trenton, NE 69044 | NE | 2011-08 | $64,301 |
| 2 | Friends Of Arbor Lodge Foundation Inc | Po Box 15, Nebraska City, NE 68410 | NE | 2003-07 | $20,985 |
| 3 | United States Airpower Museum | 12118 County Road 32, Blair, NE 68008-6523 | NE | 2001-06 | $17,446 |
| 4 | Steinauer Community Heritage House | 206 3rd St, Steinauer, NE 68441-5003 | NE | 2014-10 | $4,125 |
| 5 | 806 Historical Preservation Foundation Inc | 806 First Avenue, Nebraska City, NE 68410 | NE | 2004-12 | $0 |
| 6 | Butler County Veterans Museum Inc | 761 D Street 1, David City, NE 68632 | NE | 2012-02 | $0 |
| 7 | Chappell Museum Association Inc | PO BOX 313, Chappell, NE 69129 | NE | 2014-04 | $0 |
| 8 | Creighton Historical Center Inc | Po Box538, Creighton, NE 68729 | NE | 2006-05 | $0 |
| 9 | Daughters Of Union Veterans Of The Civil War 1861-1865, Duvcw Nebraska Tent 29 Clara Barton | Po Box 65, Potter, NE 69156 | NE | 2010-02 | $0 |
| 10 | Frank H Woods Telephone Pioneer Museum | 6120 Inverness Rd, Lincoln, NE 68512 | NE | 1995-01 | $0 |
| 11 | Fremont Firefighters Historical Society Incorporated | 415 East 16th Street, Fremont, NE 68025 | NE | 2002-06 | $0 |
| 12 | Historical Society Of Stanton County Nebraska | 1106 Ivy Street, Stanton, NE 68779 | NE | 2001-01 | $0 |
| 13 | Historical Society Of Stanton County Nebraska | 1106 Ivy Street, Stanton, NE 68779 | NE | 2001-01 | $0 |
| 14 | In The Beginning - Family Christian Theme Park | Po Box 21, Columbus, NE 68601 | NE | 2004-07 | $0 |
| 15 | Lodgepole Depot Museum Inc | 911 Bondegard St, Lodgepole, NE 69149 | NE | 2002-04 | $0 |
| 16 | Nebraska School For The Deaf Alumni Association, Nsdaa | Po Box 272, Columbus, NE 68602-0272 | NE | 2003-11 | $0 |
| 17 | Omaha History Inc | 3927 X St, Omaha, NE 68107-3157 | NE | 2001-02 | $0 |
| 18 | Tri-City Model Railroad Association | 1811 Roberta Avenue, Grand Island, NE 68803 | NE | 2001-11 | $0 |
| 19 | Warrior Society Of Omaha Nebraska | 1204 J St, Omaha, NE 68107-2346 | NE | 2012-02 | $0 |
| 20 | Wayne County Historical Society | Po Box 83, Wayne, NE 68787 | NE | 2012-11 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 2,375 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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