Holdt Family 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
- Organizations performing similar types of work
| Holdt Family Foundation | |
| Employer Identification Number (EIN) | 911814618 |
| Name of Organization | Holdt Family Foundation |
| In Care of Name | Leland Holdt |
| Address | 245 N 162nd St, Lincoln, NE 68527-1802 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 02/1998 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 12/2012 |
| Assets | $10,000 to $24,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $23,560 |
| Amount of Income | $3,911 |
| Form 990 Revenue Amount | $-443 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations |
Non-representatives - add comments:
Amount of income in 2012: $3,911 (it was $-443 in 2011)
| Holdt Family Foundation: | $3,911 |
| Other organizations performing similar types of work: | $120,021 |
Assets in 2012: $23,560 (it was $22,697 in 2011)
| Holdt Family Foundation: | $23,560 |
| Other organizations performing similar types of work: | $470,342 |
Expenses in 2012: $3,421
| This organization: | $3,421 |
| Other organizations performing similar types of work: | $61,754 |
Income to expenses ratio in 2012: 1.1
| This organization: | 1.1 |
| Other organizations performing similar types of work: | 2.0 |
Grants share in income in 2012: 115.3%
| Holdt Family Foundation: | 115.3% |
| Other organizations performing similar types of work: | 0.0% |
Revenue for 2012
Expenses for 2012
Assets 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 | $734 | $563 | $0 | |
| Contributions, gifts, grants, etc., received | $846 | |||
| Interest on savings and temporary cash investments | $1 | |||
| Dividends and interest from securities | $562 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $3,421 | $813 | $0 | $2,608 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,621 | $813 | $808 | |
| Contributions, gifts, grants paid | $1,800 | |||
| Excess of revenue over expenses and disbursements | $-2,687 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $23,560 | $23,560 |
| Cash - non-interest-bearing | $412 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $6,884 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $16,256 | |
| Other | $8 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $23,560 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-675 |
| 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 |
| Overpayment | $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? | No |
| 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 | $23,940 |
| Net value of noncharitable-use assets | $23,580 |
| Minimum investment return | $1,179 |
| Distributable Amount (for 2012) | |
| Distributable amount | $1,179 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $1,179 |
| 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 | $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 |
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
|
| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | S & G Foundation | PO BOX 860, Saratoga Spgs, NY 12866-0860 | NY | 1998-01 | $316,260,515 |
| 2 | The Walsh Foundation | 190 S Lasalle St Ste 1700, Chicago, IL 60603-3496 | IL | 1995-06 | $46,605,330 |
| 3 | Tasajillo Charitable Trust, Wyatt O S Jr Ttee | PO BOX 56223, Houston, TX 77256-6223 | TX | 1997-06 | $40,568,060 |
| 4 | Stuller Family Foundation | 1213 Terrace Hwy, Broussard, LA 70518-7643 | LA | 1995-04 | $34,623,905 |
| 5 | Phillip S Miller Foundation | PO BOX 3168, Portland, OR 97208-3168 | OR | 1996-09 | $32,166,827 |
| 6 | Taishoff Family Foundation Tr | 4085 Tamiami Trl N Ste B104, Naples, FL 34103-3724 | FL | 1996-01 | $30,254,004 |
| 7 | Zs & M Wilf Foundation Inc | 200 Central Avenue, Mountainside, NJ 07092-1926 | NJ | 1998-06 | $23,767,898 |
| 8 | Renate Hans And Maria Hofmann Trust C/O Robert S Warshaw | 10 S Dearborn Il10111, Chicago, IL 60603-2300 | IL | 1997-07 | $20,790,768 |
| 9 | Saint Stephens Of Kansas Charitable Tr, Romain William R Ttee | 120 W Kansas Ave Ste B, Mcpherson, KS 67460-4756 | KS | 1997-08 | $17,757,802 |
| 10 | Gaughan Family Foundation | 617 N 90th St, Omaha, NE 68114-2821 | NE | 1997-07 | $5,702,286 |
| 11 | Dillon Foundation | PO BOX 6368, Lincoln, NE 68506-0368 | NE | 1997-07 | $1,025,316 |
| 12 | Dolezal Family Foundation Charitable Trust | PO BOX 81667, Lincoln, NE 68501-1667 | NE | 1997-11 | $410,590 |
| 13 | Donald A And Joan M Cimpl Foundation | 3626 S 94th Ave, Omaha, NE 68124-3817 | NE | 1997-07 | $261,555 |
| 14 | Victor E & Rosa M Blum Foundation Inc | 424 N Grant Ave, York, NE 68467-3656 | NE | 1998-08 | $205,678 |
| 15 | Lois & Gene Konopik Family Foundation | 1316 S 181st Plz, Omaha, NE 68130-2700 | NE | 1997-09 | $181,489 |
| 16 | John G Neihardt Foundation | PO BOX 344, Bancroft, NE 68004-0344 | NE | 1967-08 | $98,639 |
| 17 | David E Abboud Family Private Foundation | 5709 F St, Omaha, NE 68117-2822 | NE | 1997-03 | $76,619 |
| 18 | Mccarthy Redland Family Foundation | 7404 Rainwood Rd, Omaha, NE 68122-2215 | NE | 1995-03 | $75,194 |
| 19 | Kubly Family Foundation | 1201 Aries Dr, Lincoln, NE 68512-9338 | NE | 1997-06 | $54,000 |
| 20 | Jerry & Edith Marlatt Family Foundation | 6365 30th Ave, Kearney, NE 68845-2016 | NE | 1997-12 | $51,492 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total | 2,744 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Organization representatives - add corrected or new information about Holdt Family Foundation »
Non-representatives - add comments about Holdt Family Foundation»