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 |
| 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
![]() ![]() ![]() ![]() ![]() |
| 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 |


Organization representatives - add corrected or new information about Stuart Foundation »
Non-representatives - add comments about Stuart Foundation»