CHARLES AND MARY HEIDER FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES AND MARY HEIDER FAMILY FOUNDATION (EIN 47-0810266)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2024-02-01
- IRS object ID
- 202420329349100802
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-01T09:18:18-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470625816 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTZ AND COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13616 CALIFORNIA ST STE 300 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 681545336 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470810266 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHARLES AND MARY HEIDER | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 4023970295 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12910 PIERCE ST STE 310 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68144 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CINDY M HEIDER | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4023970295 | PhoneNum |
| Signature | 2024-01-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CINDY | PersonFirstNm |
| Person Last | HEIDER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES J TICHOTA | PreparerPersonNm |
| PTIN | P00573913 | PTIN |
| Phone | 4024968800 | PhoneNum |
| Preparation | 2024-01-30 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $94,467,247 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $86,176,984 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $325,472 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $325,472 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $800,249 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,922,465 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $800,249 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $87,302,705 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,125,721 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $157,239 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $23,961 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,266 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,760 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $16,008 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,362 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $71,269 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $103,373 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,111 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,553 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $405,987 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,915 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,328,374 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,328,374 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,734,361 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,915 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,328,374 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $82,568,344 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,121,806 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,315,272 | CashBOYAmt |
| Cash EOY | $4,364,275 | CashEOYAmt |
| Cash EOYFMV | $4,364,275 | CashEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $81,868,103 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $89,055,082 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $722,504 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $722,504 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $683,596 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $358,210 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $396,652 | LandBOYAmt |
| Land EOY | $325,386 | LandEOYAmt |
| Land EOYFMV | $325,386 | LandEOYFMVAmt |
| Total Assets BOY | $4,711,924 | TotalAssetsBOYAmt |
| Total Assets EOY | $87,280,268 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $94,467,247 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,711,924 | RetainedEarningBOYAmt |
| Retained Earning EOY | $87,280,268 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,711,924 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $87,280,268 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,711,924 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $87,280,268 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,711,924 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $82,568,344 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $87,280,268 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $87,280,268 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC CL A | D | 2022-11-01 | 2022-11-23 | $4,680,882 | $4,308,848 | $372,034 | $372,034 |
| GS FIN SQUARES TREAS OBLIG | P | 2022-12-31 | $4,813,368 | $4,813,368 | $0 | $0 | |
| MARY C HEIDER TRUST | P | 2021-01-01 | 2022-12-31 | $428,215 | $428,215 | $428,215 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $800,249 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,593 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,593 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,593 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $593 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SCOTT HEIDER | IndividualWithBooksNm |
| Phone | 4023970295 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9762 ASCOT DRIVE | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CINDY M HEIDER | ||||||||
| 9762 ASCOT DRIVE | OMAHA | NE | 68114 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| SCOTT C HEIDER | ||||||||
| 9762 ASCOT DRIVE | OMAHA | NE | 68114 | SECRETARY | 5.00 | $0 | $0 | $0 |
| MARK J HEIDER | ||||||||
| 3498 ELLSWORTH AVE 1306 | DENVER | CO | 80209 | TREASURER | 5.00 | $0 | $0 | $0 |
| ERIN E SWANSON RUSSELL | ||||||||
| 4720 S 129TH ST | OMAHA | NE | 68137 | VICE PRESIDENT - COMMUNITY GIVING | 32.00 | $157,239 | $23,961 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,063,831 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,307,302 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $722,504 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,093,637 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,093,637 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $271,405 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,822,232 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $891,112 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $891,112 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,593 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,593 | TotalTaxAmt |
| Distributable Before Adj | $875,519 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $875,519 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $875,519 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,328,374 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,328,374 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $875,519 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,814,130 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,442,478 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,404,291 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,733,039 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,604,306 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $30,998,244 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,328,374 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $875,519 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,452,855 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $34,451,099 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,814,130 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $31,636,969 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,442,478 | ExcessFromYear4Amt |
| Excess From Year3 | $3,404,291 | ExcessFromYear3Amt |
| Excess From Year2 | $7,733,039 | ExcessFromYear2Amt |
| Excess From Year1 | $6,604,306 | ExcessFromYear1Amt |
| Excess From Current Year | $3,452,855 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (125 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A TIME TO HEAL CANCER FOUNDATION | |||||||
| 8707 W CENTER RD STE 101 | OMAHA | NE | 68124 | NONE | PUBLIC | CHARITABLE | $10,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 8030 FARNAM DR | OMAHA | NE | 68114 | NONE | PUBLIC | CHARITABLE | $25,000 |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| PO BOX 45739 | OMAHA | NE | 68137 | NONE | PUBLIC | CHARITABLE | $7,500 |
| AMERICAN MIDWEST BALLET | |||||||
| PO BOX 6413 | OMAHA | NE | 68106 | NONE | PUBLIC | CHARITABLE | $55,000 |
| ARCHDIOCESE OF OMAHA | |||||||
| 100 N 62ND ST | OMAHA | NE | 68132 | NONE | PUBLIC | CHARITABLE | $10,000 |
| ARRUPE VIRTUAL LEARNING INSTITUTE | |||||||
| 1606 N 59TH ST | OMAHA | NE | 68104 | NONE | PUBLIC | CHARITABLE | $2,500 |
| ARUPE COLLEGE OF LOYOLA UNIVERSITY | |||||||
| 1 E PEARSON ST | CHICAGO | IL | 60611 | NONE | PUBLIC | CHARITABLE | $5,000 |
| ASSISTANCE LEAGUE OF OMAHA | |||||||
| 8502 W CENTER RD | OMAHA | NE | 68124 | NONE | PUBLIC | CHARITABLE | $2,500 |
| AUTISM ACTION PARTNERSHIP | |||||||
| 10110 NICHOLAS ST 202 | OMAHA | NE | 68114 | NONE | PUBLIC | CHARITABLE | $20,000 |
| BATEMAN HORNE CENTER | |||||||
| 24 1100 E 205 | SAL LAKE CITY | UT | 84102 | NONE | PUBLIC | CHARITABLE | $10,000 |
| BEMIS CENTER FOR CONTEMPORARY ARTS | |||||||
| 724 S 12TH ST | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $6,500 |
| BIG BROTHERS BIG SISTERS OF MIDLANDS | |||||||
| 10831 OLD MILL ROAD | OMAHA | NE | 68154 | NONE | PUBLIC | CHARITABLE | $25,000 |
| BLUE GRASS FARMS CHARITIES | |||||||
| 2339 SANDERSVILLE RD | LEXINGTON | KY | 40511 | NONE | PUBLIC | CHARITABLE | $50,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 12401 W MAPLE RD | OMAHA | NE | 68164 | NONE | PUBLIC | CHARITABLE | $5,000 |
| BOYS AND GIRLS CLUBS OF THE MIDLANDS | |||||||
| 2610 HAMILTON STREET | OMAHA | NE | 68131 | NONE | PUBLIC | CHARITABLE | $163,500 |
| CASA FOR DOUGLAS COUNTY | |||||||
| 2412 ST MARYS AVENUE | OMAHA | NE | 68105 | NONE | PUBLIC | CHARITABLE | $5,000 |
| CATHOLIC CHARITIES | |||||||
| 3300 NORTH 60TH STREET | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $20,000 |
| CHILD SAVING INSTITUTE | |||||||
| 4545 DODGE ST | OMAHA | NE | 68132 | NONE | PUBLIC | CHARITABLE | $128,500 |
| CHILDREN'S HOSPITAL COLORADO FOUNDATION | |||||||
| 13123 EAST 16TH AVE BOX 045 | AURORA | CO | 80045 | NONE | PUBLIC | CHARITABLE | $98,000 |
| CHILDREN'S SCHOLARSHIP FUND OF OMAHA | |||||||
| 1414 HARNEY ST SUITE 400 | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $50,000 |
| CHRIST CHILD SOCIETY OF OMAHA | |||||||
| 1248 S 10TH ST | OMAHA | NE | 68108 | NONE | PUBLIC | CHARITABLE | $5,000 |
| CHRIST THE KING | |||||||
| 654 S 86TH STREET | OMAHA | NE | 68114 | NONE | PUBLIC | CHARITABLE | $40,500 |
| CITY OF OMAHA PUBLIC LIBRARY | |||||||
| 9101 W DODGE RD | OMAHA | NE | 68114 | NONE | PUBLIC | CHARITABLE | $7,000 |
| COLLEGE OF SAINT MARY | |||||||
| 7000 MERCY RD | OMAHA | NE | 68106 | NONE | PUBLIC | CHARITABLE | $65,000 |
| COLLEGE POSSIBLE | |||||||
| 900 S 74TH PLAZA 200 | OMAHA | NE | 68114 | NONE | PUBLIC | CHARITABLE | $25,000 |
| COMPLETELY KIDS | |||||||
| 2566 ST MARYS AVE | OMAHA | NE | 68105 | NONE | PUBLIC | CHARITABLE | $5,000 |
| CREIGHTON PREPARATORY SCHOOL | |||||||
| 7400 WESTERN AVENUE | OMAHA | NE | 68114 | NONE | PUBLIC | CHARITABLE | $78,500 |
| CREIGHTON UNIVERSITY | |||||||
| 2500 CALIFORNIA PLAZA | OMAHA | NE | 68178 | NONE | PUBLIC | CHARITABLE | $513,874 |
| CUES | |||||||
| 2207 WIRT STREET | OMAHA | NE | 68110 | NONE | PUBLIC | CHARITABLE | $58,000 |
| DOWNTOWN RIVERFRONT TRUST | |||||||
| 10050 REGENCY CIRCLE SUITE 101 | OMAHA | NE | 68114 | NONE | PUBLIC | CHARITABLE | $200,000 |
| DUCHESNE ACADEMY OF THE SACRED HEART | |||||||
| 3601 BURT STREET | OMAHA | NE | 68131 | NONE | PUBLIC | CHARITABLE | $65,000 |
| EDWIN J GREGSON FOUNDATION | |||||||
| PO BOX 660039 | ARCADIA | CA | 91066 | NONE | PUBLIC | CHARITABLE | $25,000 |
| ESSENTIAL PREGNANCY SERVICES | |||||||
| 6220 MAPLE STREET | OMAHA | NE | 68104 | NONE | PUBLIC | CHARITABLE | $35,000 |
| FILM STREAMS | |||||||
| 1340 MIKE FAHEY STREET | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $97,500 |
| FONTENELLE FOREST | |||||||
| 1111 BELLEVUE BLVD | BELLEVUE | NE | 68005 | NONE | PUBLIC | CHARITABLE | $2,500 |
| GOOD SHEPHERD CATHOLIC CHURCH | |||||||
| 2626 E 7TH AVE PKWY | DENVER | CO | 80206 | NONE | PUBLIC | CHARITABLE | $20,000 |
| HEART MINISTRY CENTER | |||||||
| 2222 BINNEY ST | OMAHA | NE | 68110 | NONE | PUBLIC | CHARITABLE | $25,000 |
| HEARTLAND EQUINE THERAPEUTIC | |||||||
| 10130 S 222ND ST | GRETNA | NE | 68028 | NONE | PUBLIC | CHARITABLE | $7,500 |
| HERITAGE SERVICES | |||||||
| 10050 REGENCY CIRCLE SUITE 101 | OMAHA | NE | 68114 | NONE | PUBLIC | CHARITABLE | $25,000 |
| HUMANITIES NEBRASKA | |||||||
| 215 CENTENNAIL MALL S UNIT 330 | LINCOLN | NE | 68508 | NONE | PUBLIC | CHARITABLE | $5,000 |
| JDRF | |||||||
| 9202 WEST DODGE ROAD 304 | OMAHA | NE | 68114 | NONE | PUBLIC | CHARITABLE | $5,000 |
| JESUIT ACADEMY | |||||||
| 2311 N 22ND STREET | OMAHA | NE | 68110 | NONE | PUBLIC | CHARITABLE | $292,500 |
| JOSLYN ART MUSEUM | |||||||
| 2200 DODGE STREET | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $10,000 |
| JUNIOR LEAGUE OF OMAHA FOUNDATION | |||||||
| 12135 PACIFIC STREET | OMAHA | NE | 68154 | NONE | PUBLIC | CHARITABLE | $2,000 |
| KANEKO | |||||||
| 1111 JONES ST | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $5,000 |
| KAPPA KAPPA GAMMA FOUNDATION | |||||||
| 530 EAST TOWN STREET PO BOX 38 | COLUMBUS | OH | 43216 | NONE | PUBLIC | CHARITABLE | $1,500 |
| KEVIN O'CONNOR SCHOLARSHIP FUND | |||||||
| 2111 S 165TH ST | OMAHA | NE | 68130 | NONE | PUBLIC | CHARITABLE | $1,500 |
| KUEMPER CATHOLIC SCHOOL | |||||||
| 109 S CLARK STREET | CARROLL | IA | 51401 | NONE | PUBLIC | CHARITABLE | $510,000 |
| LAURITZEN GARDENS | |||||||
| 100 BANCROFT STREET | OMAHA | NE | 68108 | NONE | PUBLIC | CHARITABLE | $7,500 |
| MAKE-A-WISH FOUNDATION OF NEBRASKA | |||||||
| 11836 ARBOR STREET | OMAHA | NE | 68144 | NONE | PUBLIC | CHARITABLE | $11,000 |
| MERCY HIGH SCHOOL | |||||||
| 1501 S 48TH STREET | OMAHA | NE | 68106 | NONE | PUBLIC | CHARITABLE | $210,000 |
| MICAH HOUSE | |||||||
| 1415 AVENUE J | COUNCIL BLUFFS | IA | 51501 | NONE | PUBLIC | CHARITABLE | $2,500 |
| MICHAEL J FOX FOUNDATION | |||||||
| PO BOX 4777 | NEW YORK | NY | 10163 | NONE | PUBLIC | CHARITABLE | $25,000 |
| MOUNT ST VINCENT HOME | |||||||
| 14330 EAGLE RUN DR | OMAHA | NE | 68164 | NONE | PUBLIC | CHARITABLE | $5,000 |
| MOVEMENT DISORDERS FOUNDATION | |||||||
| PO BOX 886 | ENGLEWOOD | CO | 80151 | NONE | PUBLIC | CHARITABLE | $80,000 |
| NATIONAL MUSEUM OF RACING | |||||||
| 191 UNION AVE | SARATOGA SPRINGS | NY | 12866 | NONE | PUBLIC | CHARITABLE | $10,000 |
| NEBRASKA APPLESEED | |||||||
| 941 O ST SUITE 400 | LINCOLN | NE | 68508 | NONE | PUBLIC | CHARITABLE | $1,000 |
| NEBRASKA GAME AND PARKS COMMISSION | |||||||
| 2200 N 33RD ST | LINCOLN | NE | 68503 | NONE | PUBLIC | CHARITABLE | $5,000 |
| NEBRASKA WRITER'S COLLECTIVE | |||||||
| 9712 N 34TH STREET | OMAHA | NE | 68112 | NONE | PUBLIC | CHARITABLE | $20,000 |
| NEW VOCATIONS | |||||||
| 719 DOLAN LANE | LEXINGTON | KY | 40511 | NONE | PUBLIC | CHARITABLE | $25,000 |
| NORTHSTAR FOUNDATION | |||||||
| 4242 N 49TH AVE | OMAHA | NE | 68104 | NONE | PUBLIC | CHARITABLE | $7,500 |
| NOTRE DAME SISTERS | |||||||
| 3501 STATE ST | OMAHA | NE | 68112 | NONE | PUBLIC | CHARITABLE | $2,000 |
| OMAHA CATHOLIC SCHOOLS CONSORTIUM | |||||||
| 4501 S 41ST ST | OMAHA | NE | 68107 | NONE | PUBLIC | CHARITABLE | $15,000 |
| OMAHA CHILDREN'S MUSEUM | |||||||
| 500 S 20TH ST | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $25,000 |
| OMAHA COMMUNITY FOUNDATION | |||||||
| 302 S 36TH ST 100 | OMAHA | NE | 68131 | NONE | PUBLIC | CHARITABLE | $15,000 |
| OMAHA COMMUNITY PLAYHOUSE | |||||||
| 6915 CASS ST | OMAHA | NE | 68132 | NONE | PUBLIC | CHARITABLE | $25,000 |
| OMAHA CONSERVATORY OF MUSIC | |||||||
| 3504 S 108TH ST | OMAHA | NE | 68144 | NONE | PUBLIC | CHARITABLE | $15,000 |
| OMAHA PERFORMING ARTS - THE PRESENTERS | |||||||
| 1200 DOUGLAS STREET | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $51,000 |
| OMAHA POLICE FOUNDATION | |||||||
| 505 S 15TH ST | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $2,500 |
| OMAHA RODEO | |||||||
| 6910 PACIFIC ST 102 | OMAHA | NE | 68106 | NONE | PUBLIC | CHARITABLE | $5,000 |
| OMAHA SYMPHONY | |||||||
| 1605 HOWARD STREET | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $1,000 |
| OMAHA ZOO FOUNDATION | |||||||
| 3701 S 10TH STREET | OMAHA | NE | 68107 | NONE | PUBLIC | CHARITABLE | $11,000 |
| ONEWORLD COMMUNITY HEALTH CENTERS | |||||||
| 4920 S 30TH ST | OMAHA | NE | 68107 | NONE | PUBLIC | CHARITABLE | $5,000 |
| OPEN DOOR MISSION | |||||||
| 2726 N 23RD ST E | OMAHA | NE | 68110 | NONE | PUBLIC | CHARITABLE | $10,000 |
| OPERA OMAHA | |||||||
| 1850 FARNAM ST | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $5,000 |
| PEAR TREE PERFORMING ARTS | |||||||
| 4801 NW RADIAL HWY | OMAHA | NE | 68104 | NONE | PUBLIC | CHARITABLE | $2,000 |
| PLATTE INSTITUTE FOR ECONOMIC RESEARCH | |||||||
| 6910 PACIFIC ST | OMAHA | NE | 68106 | NONE | PUBLIC | CHARITABLE | $20,000 |
| POTTAWATTAMIE ARTS CULTURE & ENTERTAINMENT | |||||||
| 1001 S 6TH ST | COUNCIL BLUFFS | IA | 51501 | NONE | PUBLIC | CHARITABLE | $5,000 |
| PROJECT HARMONY | |||||||
| 11949 Q ST | OMAHA | NE | 68137 | NONE | PUBLIC | CHARITABLE | $226,000 |
| RESPECT | |||||||
| 820 S 75TH ST | OMAHA | NE | 68114 | NONE | PUBLIC | CHARITABLE | $10,000 |
| SAMARITAN HOUSE | |||||||
| 12856 DEAUVILLE DRIVE | OMAHA | NE | 68137 | NONE | PUBLIC | CHARITABLE | $5,000 |
| SIENA FRANCIS HOUSE | |||||||
| 1702 NICHOLAS ST | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $5,000 |
| ST AUGUSTINE INDIAN MISSION | |||||||
| 1 MISSION ROAD SOUTH | WINNEBAGO | NE | 68071 | NONE | PUBLIC | CHARITABLE | $30,000 |
| ST MICHAEL CATHOLIC CHURCH | |||||||
| 524 W CHURCH ST | ALBION | NE | 68620 | NONE | PUBLIC | CHARITABLE | $6,000 |
| ST ROBERTS | |||||||
| 11802 PACIFIC ST | OMAHA | NE | 68154 | NONE | PUBLIC | CHARITABLE | $23,500 |
| TAKE FLIGHT FARMS | |||||||
| 1004 FARNAM ST 400 | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $7,500 |
| TEAMMATES MENTORING PROGRAMS | |||||||
| 11615 E CENTENNIAL RD | LA VISTA | NE | 68128 | NONE | PUBLIC | CHARITABLE | $30,000 |
| THE HOPE CENTER FOR KIDS | |||||||
| 2200 N 20TH ST | OMAHA | NE | 68110 | NONE | PUBLIC | CHARITABLE | $5,000 |
| THE KIM FOUNDATION | |||||||
| 13609 CALIFORNIA ST | OMAHA | NE | 68154 | NONE | PUBLIC | CHARITABLE | $5,000 |
| THE MADONNA SCHOOL | |||||||
| 6402 N 71ST PLAZA | OMAHA | NE | 68104 | NONE | PUBLIC | CHARITABLE | $78,000 |
| THE RONALD MCDONALD HOUSE | |||||||
| 620 S 38TH AVE | OMAHA | NE | 68105 | NONE | PUBLIC | CHARITABLE | $25,000 |
| THE ROSE THEATER | |||||||
| 2001 FARNAM ST | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $6,000 |
| THE SALVATION ARMY | |||||||
| 10755 BURT ST | OMAHA | NE | 68114 | NONE | PUBLIC | CHARITABLE | $5,000 |
| THOROUGHBRED RETIREMENT FOUNDATION | |||||||
| 10 LAKE AVE | SARATOGA SPRINGS | NY | 12866 | NONE | PUBLIC | CHARITABLE | $25,000 |
| UNION FOR CONTEMPORARY ART | |||||||
| 2423 N 24TH ST | OMAHA | NE | 68110 | NONE | PUBLIC | CHARITABLE | $1,000 |
| UNITED WAY OF THE MIDLANDS | |||||||
| 1805 HARNEY STREET | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $10,000 |
| UNIVERSITY OF IOWA FOUNDATION | |||||||
| 1 W PARK RD | IOWA CITY | IA | 52242 | NONE | PUBLIC | CHARITABLE | $70,000 |
| VISITING NURSE ASSOCIATION | |||||||
| 12565 W CENTER RD 100 | OMAHA | NE | 68144 | NONE | PUBLIC | CHARITABLE | $5,000 |
| VOICES FOR CHILDREN IN NEBRASKA | |||||||
| 7521 MAIN ST | RALSTON | NE | 68127 | NONE | PUBLIC | CHARITABLE | $27,500 |
| WESTSIDE FOUNDATION | |||||||
| 1101 S 90TH STREET | OMAHA | NE | 68124 | NONE | PUBLIC | CHARITABLE | $7,500 |
| WOMENS CARE CENTER | |||||||
| 5632 A 48TH ST | LINCOLN | NE | 68516 | NONE | PUBLIC | CHARITABLE | $30,000 |
| WORD ON FIRE CATHOLIC MINISTRIES | |||||||
| PO BOX 170 | DES PLAINES | IL | 60016 | NONE | PUBLIC | CHARITABLE | $30,000 |
| 100 BLACK MEN OF OMAHA | |||||||
| 2221 N 24TH ST | OMAHA | NE | 68110 | NONE | PUBLIC | CHARITABLE | $5,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NONE | PUBLIC | CHARITABLE | $2,500 |
| ARTHRITIS FOUNDATION | |||||||
| 1355 PEACHTREE STREET NE SUITE 600 | ATALANTA | GA | 30309 | NONE | PUBLIC | CHARITABLE | $5,000 |
| AT EASE USA | |||||||
| PO BOX 24465 | OMAHA | NE | 68124 | NONE | PUBLIC | CHARITABLE | $5,000 |
| CALIFORNIA THOROUGHBRED HORSEMEN'S FOUNDATION | |||||||
| PO BOX 660129 | ARCADIA | CA | 91066 | NONE | PUBLIC | CHARITABLE | $10,000 |
| FRANCISCAN MONASTERY OF ST CLARE | |||||||
| 22625 EDGEWATER RD | DOUGLAS | NE | 68022 | NONE | PUBLIC | CHARITABLE | $1,000 |
| GESU HOUSING INC | |||||||
| 7602 PACIFIC ST | OMAHA | NE | 68114 | NONE | PUBLIC | CHARITABLE | $2,500 |
| INTERCULTURAL SENIOR CENTER | |||||||
| 5545 CENTER STREET | OMAHA | NE | 68106 | NONE | PUBLIC | CHARITABLE | $2,500 |
| LINCOLN CHILDREN'S MUSEUM | |||||||
| 1420 P ST | LINCOLN | NE | 68508 | NONE | PUBLIC | CHARITABLE | $3,000 |
| OMAHA STREET SCHOOL | |||||||
| 3223 N 45TH STREET | OMAHA | NE | 68104 | NONE | PUBLIC | CHARITABLE | $32,500 |
| RELEASE | |||||||
| 3223 NORTH 45TH STREET | OMAHA | NE | 68104 | NONE | PUBLIC | CHARITABLE | $5,000 |
| RESTORING DIGNITY | |||||||
| 8000 CHICAGO STREET | OMAHA | NE | 68114 | NONE | PUBLIC | CHARITABLE | $15,000 |
| SARPY COUNTY SHERIFF'S FOUNDATION | |||||||
| 217 NORTH JEFFERSON STREET | PAPILLION | NE | 68046 | NONE | PUBLIC | CHARITABLE | $1,000 |
| SMART GEN SOCIETY | |||||||
| 8710 F ST SUITE 110-120 | OMAHA | NE | 68127 | NONE | PUBLIC | CHARITABLE | $2,500 |
| ST ANTHONY FOUNDATION | |||||||
| PO BOX 83246 | LINCOLN | NE | 68501 | NONE | PUBLIC | CHARITABLE | $10,000 |
| SUMMER OF ARTS | |||||||
| 319 E 1ST ST | IOWA CITY | IA | 52240 | NONE | PUBLIC | CHARITABLE | $5,000 |
| TEMPLE OF ISRAEL | |||||||
| 13111 STERLING RIDGE DR | OMAHA | NE | 68144 | NONE | PUBLIC | CHARITABLE | $1,000 |
| THE FURNITURE PROJECT | |||||||
| 10808 J ST | OMAHA | NE | 68137 | NONE | PUBLIC | CHARITABLE | $10,000 |
| THE SIMPLE FOUNDATION | |||||||
| 1111 NORTH 13TH ST | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $10,000 |
| UNIVERSITY OF DENVER | |||||||
| 2199 S UNIVERSITY BLVD | DENVER | CO | 80208 | NONE | PUBLIC | CHARITABLE | $50,000 |
| USA MIDWEST JESUITS | |||||||
| 1010 N HOOKER ST | CHICAGO | IL | 60642 | NONE | PUBLIC | CHARITABLE | $10,000 |
| WOMEN'S CENTER FOR ADVANCEMENT | |||||||
| 3801 HARNEY ST | OMAHA | NE | 68131 | NONE | PUBLIC | CHARITABLE | $6,000 |
| YOUTH EMERGENCY SERVICES | |||||||
| 2566 FARNAM STREET STE 301 | OMAHA | NE | 68131 | NONE | PUBLIC | CHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,328,374 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $325,472 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $800,249 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,125,721 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,125,721 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MARY HEIDER ESTATE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9762 ASCOT DRIVE | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $86,176,950 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 200 SHARES OF BERKSHIRE HATHAWAY INC CLASS A | NoncashPropertyDesc |
| Fair Market Value | $86,176,950 | FairMarketValueAmt |
| Received | 2022-11-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,760 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| OFFICE LIGHTING | 2017-11-01 | $61,194 | $36,425 | SL | 7.000000000000 | $8,742 | $0 |
| OFFICE BUILDOUT | 2017-11-01 | $254,938 | $70,817 | SL | 15.000000000000 | $16,996 | $0 |
| ARCHITECT FEES | 2017-11-01 | $45,218 | $12,562 | SL | 15.000000000000 | $3,015 | $0 |
| COMPUTERS | 2017-11-01 | $7,027 | $5,854 | SL | 5.000000000000 | $1,173 | $0 |
| PRINTER | 2017-11-01 | $1,238 | $1,033 | SL | 5.000000000000 | $205 | $0 |
| OFFICE FURNITURE | 2017-11-01 | $53,989 | $32,137 | SL | 7.000000000000 | $7,713 | $0 |
| OFFICE LIGHTING | 2018-01-01 | $76,790 | $43,880 | SL | 7.000000000000 | $10,970 | $0 |
| COMPUTERS | 2018-01-01 | $14,023 | $11,220 | SL | 5.000000000000 | $2,803 | $0 |
| PRINTER | 2018-01-01 | $5,008 | $4,008 | SL | 5.000000000000 | $1,000 | $0 |
| OFFICE BUILDOUT | 2018-01-01 | $42,225 | $11,260 | SL | 15.000000000000 | $2,815 | $0 |
| OFFICE FURNITURE | 2018-01-01 | $86,103 | $49,200 | SL | 7.000000000000 | $12,300 | $0 |
| ARCHITECT FEES | 2018-01-01 | $1,313 | $352 | SL | 15.000000000000 | $88 | $0 |
| OFFICE BUILDOUT | 2019-01-01 | $19,473 | $3,894 | SL | 15.000000000000 | $1,298 | $0 |
| OFFICE FURNITURE | 2020-01-01 | $15,057 | $4,302 | SL | 7.000000000000 | $2,151 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BERKSHIRE HATHAWAY INC CL A | StockNm |
| EOY Book Value | $81,868,103 | EOYBookValueAmt |
| EOYFMV | $89,055,082 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MARY C HEIDER TRUST | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $722,504 | BookValueAmt |
| EOYFMV | $722,504 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE LIGHTING | $61,194 | $45,167 | $16,027 |
| OFFICE BUILDOUT | $254,938 | $87,813 | $167,125 |
| ARCHITECT FEES | $45,218 | $15,577 | $29,641 |
| COMPUTERS | $7,027 | $7,027 | $0 |
| PRINTER | $1,238 | $1,238 | $0 |
| OFFICE FURNITURE | $53,989 | $39,850 | $14,139 |
| OFFICE LIGHTING | $76,790 | $54,850 | $21,940 |
| COMPUTERS | $14,023 | $14,023 | $0 |
| PRINTER | $5,008 | $5,008 | $0 |
| OFFICE BUILDOUT | $42,225 | $14,075 | $28,150 |
| OFFICE FURNITURE | $86,103 | $61,500 | $24,603 |
| ARCHITECT FEES | $1,313 | $440 | $873 |
| OFFICE BUILDOUT | $19,473 | $5,192 | $14,281 |
| OFFICE FURNITURE | $15,057 | $6,453 | $8,604 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,266 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BRANDING & MISC OFFICE EXPENSES | $5,200 | $0 | $0 |
| INSURANCE | $4,230 | $0 | $0 |
| MISC OFFICE EXPENSES | $7,128 | $0 | $0 |
| BANK SERVICE CHARGES | $1,553 | $1,553 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $11,495 | $0 | $0 |
| FEDERAL TAXES | $2,151 | $0 | $0 |
| FOREIGN TAXES | $2,362 | $2,362 | $0 |