Civic Intelligence

Ben & Jeanne Overman Charitable Trust

990PF • Fiscal year 2011 • EIN 41-1384796

Jan 01, 2011 to Dec 31, 2011 • Filed on May 03, 2012

19432 Rh Johnson Blvd85375
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$2,456,226

Flat from 2011

Net Assets

$2,456,226

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$164,031

Flat from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $2,456,226Liabilities 2011: $0Net Assets 2011: $2,456,2262011Assets 2011: $2,456,226Liabilities 2011: $12011Assets 2012: $2,381,476Liabilities 2012: $0Net Assets 2012: $2,381,4762012Assets 2013: $2,448,574Liabilities 2013: $02013Assets 2014: $2,587,914Liabilities 2014: $02014Assets 2015: $2,578,959Liabilities 2015: $02015Assets 2019: $2,467,238Liabilities 2019: $02019Assets 2020: $2,577,941Liabilities 2020: $0Net Assets 2020: $2,577,9412020Assets 2021: $2,865,470Liabilities 2021: $0Net Assets 2021: $2,865,4702021Assets 2022: $2,821,316Liabilities 2022: $0Net Assets 2022: $2,821,3162022Assets 2023: $2,707,871Liabilities 2023: $0Net Assets 2023: $2,707,8712023Assets 2024: $2,622,219Liabilities 2024: $0Net Assets 2024: $2,622,2192024

Highlighted filing

2011

Assets$2,456,226
Liabilities$0
Net Assets$2,456,226

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2011: $164,0312011Revenue 2011: $61,204Expenses 2011: $164,031Net Income 2011: -$102,8272011Expenses 2012: $146,7702012Revenue 2013: $212,310Expenses 2013: $144,828Net Income 2013: $67,4822013Revenue 2014: $305,350Expenses 2014: $160,664Net Income 2014: $144,6862014Revenue 2015: $139,930Expenses 2015: $165,550Net Income 2015: -$25,6202015Revenue 2019: $109,693Expenses 2019: $181,838Net Income 2019: -$72,1452019Revenue 2020: $292,135Expenses 2020: $181,123Net Income 2020: $111,0122020Revenue 2021: $515,932Expenses 2021: $234,526Net Income 2021: $281,4062021Revenue 2022: $152,971Expenses 2022: $195,494Net Income 2022: -$42,5232022Revenue 2023: $86,559Expenses 2023: $199,018Net Income 2023: -$112,4592023Revenue 2024: $145,258Expenses 2024: $229,258Net Income 2024: -$84,0002024

Highlighted filing

2011

Revenue-
Expenses$164,031
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 3, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MUTUAL OF OMAHA BANKTrusteePT$13,250-$13,250
JANE OVERMANSelect Committee-$0--
BEVERLY GOLDFINESelect Committee-$0--
JAMES SHERSelect Committee-$0--
STEVEN GOLDFINESelect Committee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTEMPLE ISRAEL DULUTH MNGENERAL SUPPORTCHURCHDULUTH, MN, US$35,000
Paid GrantBOYS AND GIRLS CLUB DULUTH MNGENERAL SUPPORTCHARITABLE ORGDULUTH, MN, US$15,000
Paid GrantUNIVERSITY OF MINNESOTA-DULUTH DULUTH MNGENERAL SUPPORTGENERAL SUPPORTUNIVERSITYDULUTH, MN, US$15,000
Paid GrantCOLLEGE OF ST SCHOLASTICA DULUTH MNSCHOLARSHIPSCOLLEGEDULUTH, MN, US$11,500
Paid GrantSCAN - NEW YORK NYGENERAL SUPPORTCHARITABLE ORGNEW YORK, NY, US$11,000
Paid GrantMILLER DWAN FOUNDATIONGENERAL SUPPORTCHARITABLE ORGDULUTH, MN, US$10,000
Paid GrantGREAT LAKES AQUARIUMGENERAL SUPPORTCHARITABLE ORGDULUTH, MN, US$5,000
Paid GrantINSIGHT PRISON PROJECTGENERAL SUPPORTCHARITABLE ORGSAN RAFAEL, CA, US$5,000
Paid GrantJ STREET EDUCATION FUNDGENERAL SUPPORTCHARITABLE ORGWASHINGTON, DC, US$5,000
Paid GrantST MICHAEL CATHOLIC SCHOOLGENERAL SUPPORTCHARITABLE ORGDULUTH, MN, US$5,000
Paid GrantUNIVERSITY OF MINNESOTA-DULUTH MEDICAL SCHOOL DULUTH MNGENERAL SUPPORTUNIVERSITYDULUTH, MN, US$5,000
Paid GrantCHUM-GENERAL OPERATIONSGENERAL SUPPORTCHARITABLE ORGDULUTH, MN, US$3,000
Paid GrantDAMIANO CENTER DULUTH MNGENERAL SUPPORTCHARITABLE ORGDULUTH, MN, US$3,000
Paid GrantUNION GOSPEL MISSION DULUTH MNSOUP KITCHENCHURCHDULUTH, MN, US$3,000
Paid GrantDULUTH ART INSTITUTEGENERAL SUPPORTCHARITABLE ORGDULUTH, MN, US$2,000
Paid GrantSCOTTISH RITE FOUNDATION OF DULUTHGENERAL SUPPORTCHARITABLE ORGDULUTH, MN, US$2,000
Paid GrantSHOLOM FOUNDATIONGENERAL SUPPORTCHARITABLE ORGMINNEAPOLIS, MN, US$2,000
Paid GrantWOMEN'S HEALTH CENTERGENERAL SUPPORTGENERAL SUPPORTCHARITABLE ORGDULUTH, MN, US$2,000
Paid GrantST MARKS AFRICAN METHODIST CHURCH DULUTH MNGENERAL SUPPORTCHURCHDULUTH, MN, US$1,500
Paid GrantFIRST WITNESS DULUTH MNGENERAL SUPPORTCHARITABLE ORGDULUTH, MN, US$1,000
Paid GrantHOLY COW PRESSGENERAL SUPPORTCHARITABLE ORGDULUTH, MN, US$500
Paid GrantTHE ORAL CANCER FOUNDATIONGENERAL SUPPORTCHARITABLE ORGNEWPORT BEACH, CA, US$500
Filing and Contact Details

Filer

EIN
41-1384796
Raw XML AppendixShowing 400 of 572 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0MUTUAL OF OMAHA - DETAILS SUBMITTED WITH PDF
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2MUTUAL OF OMAHA RETURN OF PRINCPAL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3UNITED HEALTH GROUP SECURITIES LITIGATION
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4CAPITAL GAINS DIVIDENDS
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JANE OVERMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1BEVERLY GOLDFINE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JAMES SHER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3STEVEN GOLDFINE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4MUTUAL OF OMAHA BANK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0SELECT COMMITTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1SELECT COMMITTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2SELECT COMMITTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3SELECT COMMITTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4TRUSTEE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine112306 E SUPERIOR ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine124145 WINDSONG CIR NE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine131502 CLIFF AVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1419432 RH JOHNSON BLVD
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3DULUTH
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus20UNIVERSITY
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