Civic Intelligence

Robert Dale Carstens Charitable Trust

990PF • Fiscal year 2015 • EIN 45-6932800

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 18, 2016

Organization Profile
1248 O Street Rm/Ste 600Lincoln, NE 68508

(402) 475-1075

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

2nd percentile

-391%

Higher net margin than 2% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

45th percentile

$7,500

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 14.4% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

10th percentile

-11%

Faster asset growth than 10% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

9th percentile

-49%

Faster revenue growth than 9% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$2,458,568

Down $318,409 (-11%) from 2014

Net Assets

Down

$2,458,568

Down $318,409 (-11%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin2nd percentile

Revenue

Down

$52,175

Down $49,416 (-49%) from 2014

Expenses

Down

$256,059

Down $2,110 (-0.8%) from 2014

Net Income

Down

-$203,884

Down $47,306 (-30%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$3.0M$2.0M$1.0M$0Assets 2013: $2,943,202Liabilities 2013: $02013Assets 2014: $2,776,977Liabilities 2014: $0Net Assets 2014: $2,776,9772014Assets 2015: $2,458,568Liabilities 2015: $0Net Assets 2015: $2,458,5682015Assets 2016: $2,232,161Liabilities 2016: $0Net Assets 2016: $2,232,1612016Assets 2017: $2,147,547Liabilities 2017: $0Net Assets 2017: $2,147,5472017Assets 2019: $1,770,629Liabilities 2019: $12019Assets 2020: $1,608,225Liabilities 2020: $0Net Assets 2020: $1,608,2252020Assets 2021: $1,755,685Liabilities 2021: $0Net Assets 2021: $1,755,6852021Assets 2022: $1,484,897Liabilities 2022: $12022Assets 2023: $1,399,001Liabilities 2023: $12023Assets 2024: $1,428,392Liabilities 2024: $0Net Assets 2024: $1,428,3922024

Highlighted filing

2015

Assets$2,458,568
Liabilities$0
Net Assets$2,458,568
Open 2015 Filing

Operations Trend

Revenue Growth9th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2013: $2,994,521Expenses 2013: $135,684Net Income 2013: $2,858,8372013Revenue 2014: $101,591Expenses 2014: $258,169Net Income 2014: -$156,5782014Revenue 2015: $52,175Expenses 2015: $256,059Net Income 2015: -$203,8842015Revenue 2016: -$15,186Expenses 2016: $349,070Net Income 2016: -$364,2562016Revenue 2017: $106,527Expenses 2017: $241,256Net Income 2017: -$134,7292017Revenue 2019: $43,066Expenses 2019: $170,900Net Income 2019: -$127,8342019Revenue 2020: $44,876Expenses 2020: $173,904Net Income 2020: -$129,0282020Revenue 2021: $112,662Expenses 2021: $72,510Net Income 2021: $40,1522021Revenue 2022: $10,272Expenses 2022: $69,315Net Income 2022: -$59,0432022Revenue 2023: $29,326Expenses 2023: $268,186Net Income 2023: -$238,8602023Revenue 2024: $44,621Expenses 2024: $139,585Net Income 2024: -$94,9642024

Highlighted filing

2015

Revenue$52,175
Expenses$256,059
Net Income-$203,884
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 18, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLY JO HINRICHSCo-Trustee-$7,500-$7,500
W SCOTT DAVISCo-Trustee-$3,500-$3,500
Filing and Contact Details

Filer

Filer Name
Robert D Carstens Charitable Trust
EIN
45-6932800
Phone
4024751075
Address
1248 O STREET RM/STE 600, LINCOLN, NE 68508

Signing Officer

Name
W Scott Davis
Title
Co-trustee
Phone
4024751075
Signed
2016-04-18
Discuss with paid preparer
Yes

Preparer

Firm
Bmg Certified Public Accountants Llp
Address
211 SOUTH 84TH STREET SUITE 100, LINCOLN, NE 68510
Preparer
Sarah Boehle Pool
Phone
4024837781
Raw XML Appendix319 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01575
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0BMG CERTIFIED PUBLIC ACCOUNTANTS
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01575
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02275554
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02275554
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORP. STOCKS HELD IN LPL FIN. ACCT.
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt092063
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-39898
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt010
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt052175
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt052175
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01575
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01575
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt09350
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01650
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt011000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0222000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0222000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt092063
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt092063
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-203884
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0776230
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01760
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0311
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02071
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-39898
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt072517
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0716
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt016854
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt016854
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0741
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01843
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0234685
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt019556
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0256059
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt092073
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt052175
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt012685
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt019556
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt034059
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0304224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1511904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-7821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-49724
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-7821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-49724
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0296403
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1462180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-39898
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-203884
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0114525
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02573093
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02776977
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02458568
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0127541
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0127541
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0127541
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0128266
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0725
IRS990PF/DistributableAmountGrp/TotalTaxAmt0725
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0190
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0920
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0725
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0195
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt05
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0725
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0725
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0920
IRS990PF/FMVAssetsEOYAmt02458568
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt095313
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt056851
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt056851
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02441490
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02275554
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02275554
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0240174
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0126163
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0126163
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02776977
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02458568
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02458568
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02776977
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02458568
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02776977
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02458568
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt02776977
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt02458568
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02604395
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt094205
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02510190
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt039066
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0128266
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02565329
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02604395
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt03500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt17500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0W SCOTT DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KELLY JO HINRICHS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01248 O STREET SUITE 600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16740 ANNS COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LINCOLN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LINCOLN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd068508
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd168516
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0108855
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0109580
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0234023
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0120532
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt024
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.042433
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.084061
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.043031
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.000206
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0725
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02565329
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02783959
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02801069
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0116353
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0234685
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.127298
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0233960
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0234685
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0725
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0234685
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0W SCOTT DAVIS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01248 O STREET SUITE 600
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LINCOLN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd068508
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04024751075
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0MONIES WILL BE GIVEN TO QUALIFIED 501(C)(3) ENTITIES TO MAKE SCHOLARSHIPS AND SIMILAR FINANCIAL SUPPORT AVAILABLE TO STUDENTS SEEKING POST-SECONDARY EDUCATIONAL OPPORTUNITIES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0MONIES WILL BE GIVEN TO QUALIFIED 501(C)(3) ENTITIES THAT HELP OR BENEFIT INDIVIDUAL CANCER PATIENTS OR WHICH PERFORM CANCER RESEARCH.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0150000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt072000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt127000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt420000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROVIDE SCHOLARSHIPS FOR STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1NURSING CARE FOR CANCER PATIENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO PROVIDE SCHOLARSHIPS FOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CARE FOR CANCER PATIENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CARE FOR CANCER PATIENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FDN FOR LINCOLN PUBLIC SCHOOLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1TABITHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BOYS & GIRLS CLUB OF LINCOLN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3TEAM TERRIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4A STRONG HEART FOR KATIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 82889
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14720 RANDOLPH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 22344
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34331 TYLERGATE CR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt44331 TYLERGATE CR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LINCOLN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LINCOLN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LINCOLN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SPRING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SPRING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd068501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd168510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd268642
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd377373
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd477373
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0222000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0127541
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0127541
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt076199
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0183343
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0107144
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt076199
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0234685
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0107144
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0183343
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt076199
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0BAYLOR EVNEN - LEGAL
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1DEMARS, GORDON, OLSON - LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01129
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt1631
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01328
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt1743
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0199
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt1112
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0114525
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0716
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt016854
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0LPL FINANCIAL INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt016854
TaxesSchedule/TaxesDetail/Amt0741
TaxesSchedule/TaxesDetail/Amt1182
TaxesSchedule/TaxesDetail/Amt2920
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1NET INVESTMENT INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt2ESTIMATED NIIT
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0741
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0W SCOTT DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04024751075
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT D CARSTENS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0456932800
ReturnHeader/Filer/PhoneNum04024751075
ReturnHeader/Filer/USAddress/AddressLine1Txt01248 O STREET RM/STE 600
ReturnHeader/Filer/USAddress/CityNm0LINCOLN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068508
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470650756
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BMG CERTIFIED PUBLIC ACCOUNTANTS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0211 SOUTH 84TH STREET SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LINCOLN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd068510
ReturnHeader/PreparerPersonGrp/PhoneNum04024837781
ReturnHeader/PreparerPersonGrp/PreparationDt02016-04-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARAH BOEHLE POOL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-04-18T10:42:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,458,568
Liabilities
$0
Net assets
$2,458,568
Revenue
$52,175
Expenses
$256,059
Net income
-$203,884
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$0.04$0.14$0.09
2023Summary only. Only limited summary data is available for this year.$1.40$0.00$0.03$0.27$0.24
2022Summary only. Only limited summary data is available for this year.$1.48$0.00$0.01$0.07$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.11$0.07$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.04$0.17$0.13
2019Summary only. Only limited summary data is available for this year.$1.77$0.00$0.04$0.17$0.13
2017Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.11$0.24$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.00$2.23$0.02$0.35$0.36
2015Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.05$0.26$0.20
2014Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.10$0.26$0.16
2013Summary only. Only limited summary data is available for this year.$2.94$0.00$2.99$0.14$2.86