Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
LeRoy Thom Jean Thom and T-L Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)PO Box 1047
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Hastings, NE689021047
A Employer identification number

47-0776789
B Telephone number (see instructions)

(402) 462-4128
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$45,870,932J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,430,004
2 Check bullet.............
3 Interest on savings and temporary cash investments 26,983 26,983  
4 Dividends and interest from securities... 1,219,341 1,219,341  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 269,613
b Gross sales price for all assets on line 6a 3,578,860
7 Capital gain net income (from Part IV, line 2)... 269,613
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 102 102  
12 Total. Add lines 1 through 11........ 3,946,043 1,516,039  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 2,784 2,784    
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 17,154 17,154    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 15,129 15,129    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 9,780 9,780    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 44,847 44,847   0
25 Contributions, gifts, grants paid....... 1,871,550 1,871,550
26 Total expenses and disbursements. Add lines 24 and 25 1,916,397 44,847   1,871,550
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,029,646
b Net investment income (if negative, enter -0-) 1,471,192
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,733,202 2,828,892 2,828,892
3 Accounts receivable bullet3,323
Less: allowance for doubtful accounts bullet   717 3,323 3,323
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 18,943,809 Click to see attachment16,820,992 16,808,333
b Investments—corporate stock (attach schedule)....... 17,127,624 Click to see attachment20,135,105 26,230,384
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 37,805,352 39,788,312 45,870,932
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 37,805,352 39,788,312
30 Total net assets or fund balances (see instructions)..... 37,805,352 39,788,312
31 Total liabilities and net assets/fund balances (see instructions). 37,805,352 39,788,312
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
37,805,352
2
Enter amount from Part I, line 27a .....................
2
2,029,646
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1
4
Add lines 1, 2, and 3 ..........................
4
39,834,999
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
46,687
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
39,788,312
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Pimco En St Mat ETF 875 shs P 2018-09-06 2018-12-21
b Vanguard FTSE Emer Mkts 300 sh P 2013-11-22 2018-09-06
c Vanguard FTSE Emer Mkts 1418 sh P 2014-04-29 2018-09-06
d Vanguard Int Eq Ind Fd 400shs P 2013-11-22 2018-09-06
e Windstream Holdings Inc .8sh P 2006-10-06 2018-05-30
Fed Farm Cr 3300 units P 2009-06-12 2018-06-12
Lincoln Ne Airport Bd 5000units P 2013-07-16 2018-07-03
Fed Home Loan 5000 units P 2016-07-08 2018-07-06
Allstate Corp 4000 shs P 2013-09-30 2018-10-15
Fed Farm Credit Bd 4750 units P 2016-06-02 2018-10-15
Fed Farm Crdit 2250 units P 2016-11-01 2018-11-06
Fed Home Loan 5000 units P 2016-06-14 2018-11-28
Fed Farm Credit 5000 units P 2016-06-17 2018-12-04
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 88,473   88,775 -302
b 12,328   12,386 -58
c 58,269   58,220 49
d 20,548   20,094 454
e 5   9 -4
330,000   330,000  
500,000   500,000  
500,000   500,000  
100,000   100,000  
475,000   474,763 237
225,000   225,000  
500,000   500,000  
500,000   500,000  
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -302
b       -58
c       49
d       454
e       -4
       
       
       
       
      237
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 269,613
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 -302
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 1,617,271 39,583,741 000.040857
2016 1,952,281 39,973,598 000.048839
2015 2,031,733 36,970,351 000.054956
2014 2,045,101 34,385,284 000.059476
2013 1,876,415 28,610,626 000.065585
2
Total of line 1, column (d) .....................
2
000.269713
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
000.053943
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
46,283,376
5
Multiply line 4 by line 3......................
5
2,496,664
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
14,712
7
Add lines 5 and 6........................
7
2,511,376
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,871,550
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 29,424
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 29,424
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 29,424
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 30,475
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 30475 7 30,475
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,051
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet1,051 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNE
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    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 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletnone
    14
    The books are in care ofbulletJames Thom Telephone no.bullet (402) 462-4128

    Located atbullet151East Highway 6 and AB RoadHastingsNE ZIP+4bullet68901
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    LeRoy W Thom deceased 7-29-18 Pres/Dir
    000.50     		0    
    2585 S Maxon Ave
    Hastings,NE68901
    Jean E Thom Sec/Dir
    000.50     		0    
    2585 S Maxon Ave
    Hastings,NE68901
    Thomas A Thom Dir
    000.50     		0    
    1017 Country Club Dr
    Hastings,NE68901
    David W Thom Dir
    000.50     		0    
    5000 W Platte River Dr
    Doniphan,NE68832
    James Thom Pres/DIR
    000.50     		0    
    5130 Osborne Drive East
    Hastings,NE68901
    Robert Lubken Dir
    000.50     		0    
    Route 1 Box60C
    Trumbull,NE68980
    David H Fisher Dir, Gen Cou
    000.50     		0    
    18 Village Drive
    Hastings,NE68901
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 none 0
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 none  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    45,234,452
    b
    Average of monthly cash balances.......................
    1b
    1,753,747
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    46,988,199
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    46,988,199
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) Click to see attachment.............................
    4
    704,823
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    46,283,376
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,314,169
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,314,169
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    29,424
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    29,424
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,284,745
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    2,284,745
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,284,745
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 Click to see attachment..........
    1a
    1,871,550
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,871,550
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,871,550
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 2,284,745
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 465,954
    b From 2014...... 351,501
    c From 2015...... 208,126
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 1,025,581
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,871,550
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2018 distributable amount..... 1,871,550
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018. 413,195 413,195
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 612,386
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		52,759
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		559,627
    10 Analysis of line 9:
    a Excess from 2014.... 351,501
    b Excess from 2015.... 208,126
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    See Schedule B
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    None
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    James Thom
    PO Box 1047
    Hastings,NE68902
    (402) 462-4128
    bThe form in which applications should be submitted and information and materials they should include:
    No particular form
    cAny submission deadlines:
    none
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Generally limited to NE religious, educational, assistance orgnizations and activities
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Action Against Hunger
    One Whitehall Street
    New York,NY10004     		    poverty relief 9,000
    American Cancer Society
    3808 28th Avenue Ste F
    Kearney,NE68845     		    cancer research 6,000
    AOPA - Air Safety Foundation
    421 Aviation Way
    Fredrick,MD21701     		    aviation safety 600
    Billy Graham Evangelistic Assoc
    1 Billy Graham Parkway
    Charlotte,NC28201     		    religious support 12,000
    CASA of South Central NE - Kearney County
    534 N Minden Avenue
    Minden,NE68959     		    juvenile court advocacy 3,000
    CASA of South Central NE
    2727 W 2nd Street Suite 410
    Hastings,NE68901     		    juvenile court advocacy 9,000
    Catholic Relief Services
    228 W Lexington Street
    Baltimore,MD212013443     		    poverty relief 15,000
    Catholic Social Services of Southern Nebraska
    333 W 2nd Street
    Hastings,NE68901     		    poverty relief 1,000
    Catholic Social Services of NE St Gianna House
    PO Box 30425
    Lincoln,NE685030425     		    poverty relief 21,000
    Catholic Social Services of Southern Nebraska
    333 W 2nd Street
    Hastings,NE68901     		    poverty relief 24,000
    Central Community Foundation
    201 Foundation Place Ste 200
    Hastings,NE68901     		    education support 5,000
    Children's Ark Daycare Center
    PO Box 2149
    Hastings,NE689022149     		    daycare support 3,100
    Christ Lutheran School
    13175 W 70th Street
    Juniata,NE68955     		    education support 9,500
    Christian Heritage Children's Homes
    14880 Old Cheney Road
    Walton,NE68461     		    juvenile support 45,000
    Concordia University Foundation
    800 N Columbia Avenue
    Seward,NE68434     		    education support 280,538
    Convoy of Hope
    330 S Patterson Avenue
    Springfield,MO65802     		    international humanitarian relif 15,000
    Creation Instruction Association
    1770 S Overland Avenue
    Juniata,NE68955     		    juvenile education 31,500
    Crossroads Center
    702 W 14th Street
    Hastings,NE68901     		    poverty relief 21,000
    Dakota Boys Ranch
    Box 5007
    Minot,ND587025007     		    juvenile support 20,000
    Epilepsy Foundation
    8301 Professional Place
    Landover,MD207852353     		    medical research 3,000
    Faith Lutheran Church
    837 N Chestnut Avenue
    Hastings,NE68901     		    religious support 40,000
    Fellowship of Christian Athletes
    820 N Webb Road Ste 203
    Grand Island,NE68803     		    religious support 20,259
    Fisher House Foundation Inc
    111 Rockville Pike Suite 420
    Rockville,MD20850     		    veteran support 5,000
    Minden Food Pantry
    341 E 4th Street
    Minden,NE68959     		    poverty relief 4,500
    Freedom Alliance
    22570 Markey Court Suite 240
    Dulles,VA20166     		    relidious freedom advocate 15,000
    Global Down's Syndrome Foundation
    3239 E 2nd Avenue
    Denver,CO80206     		    medical research 6,000
    Grace Life Fellowship
    200 N Burlington Ave Suite 150
    Hastings,NE68901     		    religious support 66,000
    Hastings Area Habitat for Humanity
    PO Box 856
    Hasitngs,NE68901     		    poverty relief 2,500
    Hastings Catholic Schools
    521 N Kansas Avenue
    Hastings,NE68901     		    education support 9,000
    Hastings College Foundation
    710 N Turner Avenue
    Hastings,NE68901     		    education support 32,500
    Hastings Community Foundation
    PO Box 703
    Hastings,NE689020703     		    community support 7,000
    Hastings Family YMCA
    1430 W 16th Street
    Hastings,NE68901     		    juvenile assistance 9,000
    Hastings Museum Foundation
    PO Box 148
    Hastings,NE68901     		    community support 1,000
    Hastings Library Foundation
    PO Box 849
    Hastings,NE689020849     		    community support 1,000
    Hastings Symphony Orchestra
    PO Box 597
    Hastings,NE689020597     		    community support 1,000
    Heartcry Missionary Society
    PO Box 3506
    Redford,VA241433506     		    international relious support 30,000
    Heartland Lutheran High School
    3900 W Husker Hwy
    Grand Island,NE68803     		    education support 15,000
    Helping Soldiers in the Desert
    2075 Johnson Avenue
    San Luis Obispo,CA93401     		    veteran relief 9,000
    Hillsdale College
    33 E College St
    Hillsdale,MI49242     		    education support 69,600
    In Touch Ministries
    PO Box 7900
    Atlanta,GA303579979     		    religious support 22,500
    International Justice Mission
    PO Box 96961
    Washington,DC200906961     		    individual liberty support 16,500
    International Lutheran Laymans League
    660 Mason Ridge Center Dr
    St Louis,MO631418557     		    religious support 9,000
    Intrepid Fallen Heroes Fund
    One Intrepid Square
    New York,NY10036     		    soldier medical relief 15,000
    Joy Christian Community Church
    13430 N Saguaro Blvd
    Fountain Hills,AZ85268     		    religious support 5,000
    Joy of the Gospel Campaign
    3400 Sheridan Blvd
    Lincoln,NE685066125     		    religious support 30,000
    Kearney County Community Foundation
    412 W 48th Street Suite 12
    Kearney,NE68845     		    community support 4,500
    Kearney County Community Foundation
    PO Box 213
    Minden,NE689590213     		    community support 4,500
    Larsen Tractor Museum
    PO Box 830833
    Lincoln,NE685830833     		    historical education 1,000
    LCMS National Mission
    1859 Phelps Avenue
    Fremont,NE68025     		    religious support 15,000
    LCMS World Mission
    40718 Hwy E 16
    Mapelton,IA510347105     		    religious support 10,000
    Life Legal Defense Foundation
    PO Box 2105
    Napa,CA94558     		    humanity support 15,000
    Lifehouse Church for Royal Family Kids Camp
    PO Box 451
    Hastings,NE68901     		    juvenile support 21,000
    Lutheran High of Northeast Nebraska
    2010 N 37th Street
    Norfolk,NE68701     		    education support 10,000
    Madison Valley Medical Center Foundation
    PO Box 993
    Ennis,MT59729     		    medical service support 10,000
    Madonna Foundation
    5401 South Street
    Lincoln,NE685062134     		    medical service support 10,000
    Matt Talbot Kitchen & Outreach
    PO Box 80935
    Lincoln,NE68501     		    poverty relief 9,000
    Mayo Clinic Foundation
    200 First Street SW
    Rochester,MN55905     		    medical research 30,000
    Mentoring Works
    223 E 14th St Suite 260
    Hastings,NE68901     		    juvenile support 3,500
    Mercy Ships
    15862 State Hwy 110 N
    Lindale,TX75771     		    medical assistance 30,000
    Minden Opera House
    PO Box 1
    Minden,NE68959     		    community support 6,000
    Minden Volunteer Fire Dept
    325 N Colorado
    Minden,NE68959     		    community support 4,500
    Miriam's Hope
    1818 W B Street
    Hastings,NE68901     		    juvenile support 6,000
    Mission Nebraska
    PO Box 30345
    Lincoln,NE68503     		    student support 15,000
    Montana Land Reliance
    PO Box 355
    Helena,MT596240355     		    land preservation 1,000
    Mt Calvary MB Church
    4622 Stassen/Belfort St
    Houston,TX77051     		    religious support 9,000
    National Military Family Association Inc
    3601 Eisenhower Ave Ste 425
    Alexandria,VA22304     		    veteran support 5,000
    National Organization for Marriage
    2029 K Street NW Ste 300
    Washington,DC20006     		    family support 9,000
    Nebraska 4-H Foundation
    PO Box 830719
    Lincoln,NE68583     		    juvenile support 7,500
    Nebraska Easter Seal Society
    2727 W 2nd St Ste 470
    Hastings,NE68901     		    medical research 2,000
    Nebraska Future Farmers of America Found
    PO Box 94942
    Lincoln,NE685094942     		    education support 9,000
    University of Nebraska Foundation
    PO Box 830763
    Lincoln,NE685830763     		    education support 8,500
    Nebraska Right to Life - Education
    PO Box 80410
    Lincoln,NE685010410     		    humanity support 22,500
    New Life Christian Counseling
    8101 Bancroft Avenue
    Lincoln,NE68506     		    religious support 30,000
    New Life Community Church
    990 James Way
    Pismo Beach,CA93449     		    religious support 9,000
    One Acre Fund
    1954 1st Street Ste 183
    Highland Park,IL60035     		    international poverty relief 9,000
    Onelife Church of the Bay Area Houston
    16920 N Texas Ave CS
    Webster,TX77598     		    religious support 40,002
    Orphan Grain Train
    PO Box 1466
    Norfolk,NE687021466     		    world poverty relief 60,000
    Pastoral Leadership Institute
    PO Box 972
    Wheaton,IL601870972     		    religious support 50,000
    Peace Lutheran Church
    906 N California
    Hastings,NE68901     		    religious support 70,000
    Platte Valley Youth for Christ
    PO Box 386
    Hastings,NE689020386     		    juvenile religious support 25,500
    Prairie Loft
    PO Box 1731
    Hastings,NE689021731     		    historical education 5,100
    Red Cross - Great Plains Chapter
    404 E 3rd Street
    Grand Island,NE68801     		    medical support 5,000
    Rise School of Houston
    5618 H Mark Crosswell JR St
    Houston,TX77021     		    educational support 20,001
    Santa Barbara Birth Center
    2958 State Street
    Santa Barbara,CA93105     		    humanity support 750
    St Mary's McCracken Heritage Assn
    304 E Florence
    Rush Center,KS67575     		    historical preservation 600
    SASA Crisis Center
    220 S Burlington Avenue Ste 4
    Hastings,NE68901     		    humanity support 600
    Shephard of the Hills Lutheran Church Armitage
    PO Box 785
    Ennis,MT59729     		    religious support 2,000
    Shriners Hospitals for Children
    2900 Rocky Point Drive
    Tampa,FL33607     		    juvenile medical support 17,500
    Simple Grace Ministries
    14200 SW 42nd St
    Martell,NE68404     		    religious support 3,000
    Special Olympics of Nebraska Inc
    9427 F Street
    Omaha,NE68127     		    special education support 6,000
    St Cecilia Church
    301 W 7th Street
    Hastings,NE68901     		    religious support 3,600
    St Jude Children's Research Hopsital
    501 St Jude Place
    Memphis,TN38105     		    medical research 7,500
    St Luke's Foundation
    1213 Hermann Drive
    Houston,TX77004     		    religious support 3,000
    St Paul AME Church
    1554 Gears Road
    Houston,TX77067     		    religious support 9,000
    Teammates of Nebraska
    1924 West A Street
    Hastings,NE68901     		    juvenile support 3,600
    Teammates of Nebraska
    PO Box 301
    Minden,NE68959     		    juvenile support 3,000
    The NRA Foundation
    11250 Waples Mill Road
    Fairfax,VA22030     		    freedom support 9,000
    The Salvation Army
    PO Box 546
    Hastings,NE689020546     		    poverty relief 46,500
    UBUNTU
    611 Baylor St Ste 203
    Austin,TX78703     		    poverty relief 60,000
    United Way of South Central Nebraska
    301 S Burlington Avenue
    Hastings,NE68901     		    community support 22,000
    University of Nebraska Foundation
    PO Box 82555
    Lincoln,NE685022555     		    education support 25,000
    Voice of the Martyrs
    PO Box 443
    Bartlesville,OK74005     		    religious presecution relief 1,500
    Water for Life
    PO Box 456
    Kalona,IA52247     		    international poverty relief 30,000
    Webster County Fire Dept
    137 East 5th
    Red Cloud,NE68970     		    community support 4,500
    Wellspring Pregnancy & Health Care
    223 E 14th Ste 202
    Hastings,NE68901     		    medical assistance 10,500
    Wheeler Avenue Baptist Church
    3826 Wheeler Avenue
    Houston,TX77004     		    religious support 9,000
    Willa Cather Foundation
    513 N Webster Street
    Red Cloud,NE68970     		    community support 2,500
    YWCA
    2525 W 2nd Street
    Hastings,NE68901     		    communioty support 3,200
    Zion Lutheran School
    465 S Marian Road
    Hastings,NE68901     		    education support 9,000
    Friends of Madision Valley Library
    210 E Main
    Enis,MT59729     		    community support 1,000
    Total .................................bullet 3a 1,871,550
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 26,983  
    4 Dividends and interest from securities....     14 1,219,341  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 269,613  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    abond action settlement fund     		    14 102  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   1,516,039  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,516,039
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID: 18007340
    Software Version: 19.1.1.0
    Part VI Line 7 - Tax Paid with the Original Return: 30,475


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    LeRoy Thom Jean Thom and T-L Foundation
     
    Employer identification number

    47-0776789
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    LeRoy Thom Jean Thom and T-L Foundation
          		Employer identification number
    47-0776789
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    LeRoy and Jean Thom  
    2585 S Maxon Ave
     
    Hastings, NE68901

    		$ 2,000,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    Tom and Ladina Thom  
    1017 country Club Drive
     
    Hastings, NE68901

    		$ 50,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    Mike and Lois Thom  
    1279 C Road
     
    Minden, NE68959

    		$ 95,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    David and Janis Thom  
    5000 Platte River Lane
     
    Doniphan, NE68832

    		$ 100,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    James and Jean Thom  
    5130 Osborne Drive East
     
    Hastings, NE68901

    		$ 116,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    Sarah and Chase Crawford  
    1245 N Osage Ave
     
    Junita, NE68955

    		$ 9,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    LeRoy Thom Jean Thom and T-L Foundation
          		Employer identification number
    47-0776789
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    7
    Casey Thom  
    3010 Sea Pine Place
     
    League City, TX77573

    		$ 30,001


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
    Amanda and Nate Jacobitz  
    19440 West 42nd St
     
    Kenesaw, NE68956

    		$ 19,753


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    9
    Elizabeth and Blake Peshek  
    1395 N Adams Central Road
     
    JUniata, NE68955

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    LeRoy Thom Jean Thom and T-L Foundation
          		Employer identification number

    47-0776789
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    8
    		 60 shares Boeing common stock Donor basis 1316 $ 19,753 2018-11-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    LeRoy Thom Jean Thom and T-L Foundation
          		Employer identification number

    47-0776789
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID: 18007340
    Software Version: 19.1.1.0

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    LeRoy Thom Jean Thom and T-L Foundation
    EIN:
    47-0776789
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3636 shares of Wells Fargo Bank 55,241 167,547
    6364 shares of Wells Fargo Bank 74,799 293,253
    12000 shares of Tyson Foods Inc. 58,888 534,000
    1108 shares of Windstream Corp. 397 75
    2050 shares of Dow Dupont formerly EiDupont 66,406 140,545
    3000 shares of I Shares - Midcap 400 Index 277,513 581,210
    8000 shares of I Shares - Russell 1000 Index 598,305 999,450
    3400 shares of I Shares - Russell 2000 Index 279,733 562,380
    6900 shares of I Shares - SP 500 Index 905,141 2,000,300
    6000 shares of I Shares - EAFE Index 415,090 470,240
    15000 shares of I Shares - Australia 333,724 356,125
    5000 shares of SP Dividend EFT 294,457 559,500
    3000 shares of SPDR - SP Int Div EFT 180,701 157,320
    9000 shares of Vanguard Specialized Funds - EFT 462,209 832,575
    China-US Ind Partnership 221,250 212,885
    4000 shares of BBTCorp PFD 98,551 97,880
    4000 shares of US Bank Corp PFD Series H 5.15 99,288 91,720
    4000 shares of Wells Fargo Co PFD 100,000 100,440
    2000 shares of Altria Group 60,793 98,780
    1250 shares of Conoco Phillips 68,073 77,938
    1250 shares of Eaton Corp PLC 49,749 85,825
    3000 shares of Intel Corp 60,072 140,790
    750 shares of McDonalds 63,027 133,178
    1000 shares of Walmart 68,684 93,150
    2250 shares of Microsoft 60,170 228,533
    4000 shares of BBT PPF 100,000 97,880
    4000 shares of Public Storage PFD 100,000 90,400
    Boeing 1,316 19,350
    2300 shares of Invesco SP 500 EQU weight 159,549 210,220
    1400 shares of Mark Vectors Gold Miners 50,121 46,187
    365 shares of Vanguard Extended Mkt EFT 29,350 36,431
    KKR Principal Opportuities Access Fund 368,579 845,427
    Vintage VI LP 121,890 404,194
    Citibank 6.875 PFD 100,000 101,680
    JP Morgan Chase Co 100,000 101,480
    Barclays Bank CD-2.05 250,000 249,305
    American Express Bank CD-2.1 250,000 249,008
    HSBC Bank CD-2.25 250,000 249,540
    World Foremost Bank CD-2.1 200,000 199,242
    Sallie Mae Bank CD-2.1 250,000 249,103
    Anchorage Llliquid Opportunities Access 195,735 322,957
    Chemours 4,511 11,570
    Communications Sales Leasing 878 3,441
    SPDR Trust Series I 528,809 639,795
    Vanguard Mid-Cap ETF Index 74,897 84,290
    Bank of America - PFD 100,000 101,520
    Wells Fargo Co -PFD 100,006 100,440
    American Express Bank CD - 2.35 250,000 246,800
    BMW BK North AM CD 9/18/20 250,000 247,028
    Capital One CD - EP2 250,000 247,360
    Capitl One CD - UMO 250,000 247,465
    Citi Bk Salt Lake City - CD 2.1 250,000 248,375
    Discover Bank CD-2.3 250,000 247,138
    Synchrony Bank Retail CD 250,000 247,458
    Private Equities Offshore Co-Investment 161,040 202,123
    Vintage VII LP 497,872 602,488
    Goldman Sachs CD 2.3 250,000 246,493
    4739 shares of IShares 1-3 Yr Credit Bd ETF 500,054 489,444
    825 shares of IShare SP Mid-Cap 140,014 137,000
    5926 shares of IShares Floating Rate ETF 300,306 298,433
    1886 shares of IShares Russell 1000 Growth 199,958 246,896
    1764 shares of IShares Russell 1000 Value 199,948 195,892
    4933 shares of PIMCO Enhanced Short Mat 500,057 497,986
    965 shares of Vanguard SP 500 200,143 221,767
    6225 shares of Vanguard Short Term Corp Bond 500,016 485,177
    1012 shares of Vanguard Small Cap 135,040 133,574
    American Amcap F2 465,288 605,153
    American Capital World GrIn 243,514 313,487
    American Europacific F2 104,878 141,215
    American Growth Fund of Amer F2 513,221 674,537
    American New Economy F2 344,646 477,528
    American New Perspective F2 211,791 271,323
    American Small Cap World F2 193,095 262,421
    American Washington Mutual Inv F2 660,771 831,135
    IShare MSCI EAFE 99,970 100,337
    Vanguard Dividend Appreciation 74,817 100,889
    Vanguard High Dividend Yield ETF 75,095 93,978
    Amtrust Financial - PFD 94,006 48,760
    Comenity CD 8/9/22 20033ABJ2 250,000 241,045
    Mercantil Bank CD 12/29/22 58733AET2 250,000 242,598
    West Street International Infrastructure LP 431,663 433,300
    SunTrust CD 9/29/27 86789VUT2 250,000 233,665
    Ally CD 2.25 GATO 250,000 248,640
    Citibank Ntl CD 3 QP60 250,000 249,153
    Customers Bk CD 2.1 23204HFFO 250,000 249,689
    Morgan Stanley CD 2.3 MH61 250,000 248,773
    State Bank CD 3.55 5NQO 250,000 249,673
    Toyato Fin CD 3.4 MJAO 250,000 248,733
    Venture Bk CD 2.5 XDT5 250,000 248,118
    Webbank CD 3.1 7KM6 250,000 250,318
    Wells Fargo CD 2.7 3PF7 250,000 247,920

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    LeRoy Thom Jean Thom and T-L Foundation
    EIN:
    47-0776789
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    US Government Securities - End of Year Book Value:

    7,637,697
    US Government Securities - End of Year Fair Market Value:

    7,500,057
    State & Local Government Securities - End of Year Book Value:


    9,183,295
    State & Local Government Securities - End of Year Fair Market Value:


    9,308,276


    TY 2018 LegalFeesSchedule
    Name:
    LeRoy Thom Jean Thom and T-L Foundation
    EIN:
    47-0776789
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Dunmire Fisher Hastings 2,784 2,784    


    TY 2018 OtherDecreasesSchedule
    Name:
    LeRoy Thom Jean Thom and T-L Foundation
    EIN:
    47-0776789
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Description Amount
    Excise Taxes paid in 2018 28,250
    difference in FMV and book value of in-kind donation 19,753-1,316 18,437


    TY 2018 OtherExpensesSchedule
    Name:
    LeRoy Thom Jean Thom and T-L Foundation
    EIN:
    47-0776789
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accrued interest paid on investments 41 41    
    Bond premiums paid on investments 2,819 2,819    
    Bond premium/disc paid on US treasuries 5,276 5,276    
    Bond prem/disc paid on tax exempt bonds 1,644 1,644    


    TY 2018 OtherIncomeSchedule2
    Name:
    LeRoy Thom Jean Thom and T-L Foundation
    EIN:
    47-0776789
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Citigroup Class Action Settlement 102 102  


    TY 2018 OtherIncreasesSchedule
    Name:
    LeRoy Thom Jean Thom and T-L Foundation
    EIN:
    47-0776789
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Description Amount
    rounding adjustment 1


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    LeRoy Thom Jean Thom and T-L Foundation
    EIN:
    47-0776789
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Brokerage Advisory Fees 17,154 17,154    


    TY 2018 SubstantialContributorsSch
    Name:
    LeRoy Thom Jean Thom and T-L Foundation
    EIN:
    47-0776789
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Name Address
    See Schedule B  
     


    TY 2018 TaxesSchedule
    Name:
    LeRoy Thom Jean Thom and T-L Foundation
    EIN:
    47-0776789
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Tax expense through private equity investment 11,690 11,690    
    Foreign Taxes withheld on dividends 3,439 3,439