CHARLES AND MARY HEIDER FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES AND MARY HEIDER FAMILY FOUNDATION (EIN 47-0810266)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-20
- IRS object ID
- 202401419349100705
- Schema version
- 2023v5.0
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-20T08:23:56-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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 | 2024-05-15 | 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 | 2024-05-14 | 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 | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $363,264,438 | 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 | $220,372,140 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $522,157 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $522,157 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,455,235 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,045,339 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,455,235 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $222,349,532 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,977,392 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $287,477 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $287,477 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $25,171 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $6,293 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $24,959 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,240 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,540 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,135 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $145,502 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $145,502 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $55,937 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,480 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,114 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $67,662 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $107,583 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $26,896 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,005 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,752 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $745,836 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $150,982 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $339,907 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,598,835 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,598,835 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,344,671 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $150,982 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,938,742 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $206,004,861 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,826,410 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,364,275 | CashBOYAmt |
| Cash EOY | $2,236,283 | CashEOYAmt |
| Cash EOYFMV | $2,236,283 | CashEOYFMVAmt |
| Corporate Stock BOY | $81,868,103 | CorporateStockBOYAmt |
| Corporate Stock EOY | $284,177,250 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $360,087,801 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $722,504 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $646,230 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $671,609 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $694,616 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $425,871 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $325,386 | LandBOYAmt |
| Land EOY | $268,745 | LandEOYAmt |
| Land EOYFMV | $268,745 | LandEOYFMVAmt |
| Total Assets BOY | $87,280,268 | TotalAssetsBOYAmt |
| Total Assets EOY | $287,328,508 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $363,264,438 | 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 | $87,280,268 | RetainedEarningBOYAmt |
| Retained Earning EOY | $287,328,508 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $87,280,268 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $287,328,508 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $87,280,268 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $287,328,508 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $87,280,268 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $206,004,861 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $293,285,129 | SubtotalAmt |
| Other Decreases | $5,956,621 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $287,328,508 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| FNBO - 9015 | P | 2023-12-31 | $9,908,019 | $8,617,695 | $1,290,324 | $1,290,324 |
| RUANE - 3225 | P | 2023-12-31 | $983,168 | $818,257 | $164,911 | $164,911 |
| GS FIN SQUARES TREAS OBLIG (FNBO) | P | 2023-12-31 | $16,154,152 | $16,154,152 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,455,235 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,387 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,387 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,387 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,387 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $25,387 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $193 | EsPenaltyAmt |
| Tax Due | $193 | 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/TREASURER | 15.00 | $100,000 | $0 | $0 |
| SCOTT C HEIDER | ||||||||
| 9762 ASCOT DRIVE | OMAHA | NE | 68114 | VICE-PRESIDENT/SECRETARY | 5.00 | $0 | $0 | $0 |
| ERIN SWANSON RUSSELL | ||||||||
| 4720 S 129TH ST | OMAHA | NE | 68137 | OFFICER | 15.00 | $187,477 | $25,171 | $0 |
| MICHAEL T FINDLEY | ||||||||
| 325 S HAPPY HOLLOW BLVD | OMAHA | NE | 68132 | OFFICER | 5.00 | $0 | $0 | $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 | $198,633,448 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,520,235 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $205,153,683 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $205,153,683 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,077,305 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $202,076,378 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,103,819 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,103,819 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,387 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,387 | TotalTaxAmt |
| Distributable Before Adj | $10,078,432 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,078,432 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,078,432 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,938,742 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,938,742 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,078,432 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $10,442,478 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,404,291 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,733,039 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,604,306 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,478,396 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $31,662,510 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,938,742 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,078,432 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,860,310 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $37,522,820 | 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 | $10,442,478 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,080,342 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,404,291 | ExcessFromYear4Amt |
| Excess From Year3 | $7,733,039 | ExcessFromYear3Amt |
| Excess From Year2 | $6,604,306 | ExcessFromYear2Amt |
| Excess From Year1 | $3,478,396 | ExcessFromYear1Amt |
| Excess From Current Year | $5,860,310 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (136 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 100 BLACK MEN OF OMAHA | |||||||
| 2221 N 24TH ST | OMAHA | NE | 68110 | NONE | PUBLIC | CHARITABLE | $5,000 |
| ABIDE | |||||||
| 3223 N 45TH ST | OMAHA | NE | 68104 | NONE | PUBLIC | CHARITABLE | $2,500 |
| AKSARBEN FOUNDATION | |||||||
| 7101 MERCY RD STE 23 | OMAHA | NE | 68106 | NONE | PUBLIC | CHARITABLE | $1,000 |
| 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 | $15,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NONE | PUBLIC | CHARITABLE | $1,000 |
| AMERICAN MIDWEST BALLET | |||||||
| PO BOX 6413 | OMAHA | NE | 68106 | NONE | PUBLIC | CHARITABLE | $60,000 |
| ANGEL GUARDIANS INC | |||||||
| 15677 SPAULDING ST | OMAHA | NE | 68116 | NONE | PUBLIC | CHARITABLE | $5,000 |
| ARCHBISHOP'S DINNER FOR EDUCATION | |||||||
| 2222 N 11TH ST | OMAHA | NE | 68164 | NONE | PUBLIC | CHARITABLE | $5,000 |
| ARCHDIOCESE OF OMAHA | |||||||
| 100 N 62ND ST | OMAHA | NE | 68132 | NONE | PUBLIC | CHARITABLE | $10,000 |
| ARTHRITIS FOUNDATION | |||||||
| 1355 PEACHTREE STREET NE SUITE 600 | ATALANTA | GA | 30309 | NONE | PUBLIC | CHARITABLE | $5,000 |
| 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 | $3,000 |
| AT EASE USA | |||||||
| PO BOX 24465 | OMAHA | NE | 68124 | NONE | PUBLIC | CHARITABLE | $5,000 |
| AUTISM ACTION PARTNERSHIP | |||||||
| 10110 NICHOLAS ST 202 | OMAHA | NE | 68114 | NONE | PUBLIC | CHARITABLE | $20,000 |
| BEMIS CENTER FOR CONTEMPORARY ARTS | |||||||
| 724 S 12TH ST | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $10,000 |
| 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 |
| BLUEBARN THEATRE | |||||||
| 1106 S 10TH ST | OMAHA | NE | 68108 | NONE | PUBLIC | CHARITABLE | $1,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 12401 W MAPLE RD | OMAHA | NE | 68164 | NONE | PUBLIC | CHARITABLE | $15,000 |
| BOYS AND GIRLS CLUBS OF THE MIDLANDS | |||||||
| 2610 HAMILTON STREET | OMAHA | NE | 68131 | NONE | PUBLIC | CHARITABLE | $803,000 |
| BOYSTOWN | |||||||
| 14100 CRAWFORD ST | BOYS TOWN | NE | 68010 | NONE | PUBLIC | CHARITABLE | $1,000,000 |
| CASA FOR DOUGLAS COUNTY | |||||||
| 2412 ST MARYS AVENUE | OMAHA | NE | 68105 | NONE | PUBLIC | CHARITABLE | $7,500 |
| CATHOLIC CHARITIES | |||||||
| 3300 NORTH 60TH STREET | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $30,000 |
| CHILD SAVING INSTITUTE | |||||||
| 4545 DODGE ST | OMAHA | NE | 68132 | NONE | PUBLIC | CHARITABLE | $171,000 |
| CHILDREN'S HOSPITAL COLORADO FOUNDATION | |||||||
| 13123 EAST 16TH AVE BOX 045 | AURORA | CO | 80045 | NONE | PUBLIC | CHARITABLE | $65,500 |
| CHILDREN'S NEBRASKA HOSPITAL | |||||||
| 8200 DODGE ST | OMAHA | NE | 68114 | NONE | PUBLIC | CHARITABLE | $50,000 |
| CHILDREN'S SCHOLARSHIP FUND OF OMAHA | |||||||
| 1414 HARNEY ST SUITE 400 | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $50,000 |
| CHILDREN'S SQUARE USA | |||||||
| 520 N 7TH ST | COUNCIL BLUFFS | IA | 51503 | NONE | PUBLIC | CHARITABLE | $2,500 |
| CHRIST CHILD SOCIETY OF OMAHA | |||||||
| 2920 S 110TH CT | OMAHA | NE | 68144 | NONE | PUBLIC | CHARITABLE | $12,500 |
| CHRIST THE KING | |||||||
| 654 S 86TH STREET | OMAHA | NE | 68114 | NONE | PUBLIC | CHARITABLE | $38,500 |
| CITY OF OMAHA PUBLIC LIBRARY | |||||||
| 9101 W DODGE RD | OMAHA | NE | 68114 | NONE | PUBLIC | CHARITABLE | $20,000 |
| COLLEGE OF SAINT MARY | |||||||
| 7000 MERCY RD | OMAHA | NE | 68106 | NONE | PUBLIC | CHARITABLE | $370,000 |
| COMMUNITY ALLIANCE | |||||||
| 4001 LEAVENWORTH ST | OMAHA | NE | 68105 | NONE | PUBLIC | CHARITABLE | $1,010,000 |
| COMPLETELY KIDS | |||||||
| 2566 ST MARYS AVE | OMAHA | NE | 68105 | NONE | PUBLIC | CHARITABLE | $25,000 |
| CREIGHTON PREPARATORY SCHOOL | |||||||
| 7400 WESTERN AVENUE | OMAHA | NE | 68114 | NONE | PUBLIC | CHARITABLE | $336,500 |
| CREIGHTON UNIVERSITY | |||||||
| 2500 CALIFORNIA PLAZA | OMAHA | NE | 68178 | NONE | PUBLIC | CHARITABLE | $1,834,505 |
| CROHN'S & COLITIS FOUNDATION | |||||||
| 8901 INDIAN HILLS DR STE 200 | OMAHA | NE | 68114 | NONE | PUBLIC | CHARITABLE | $10,000 |
| CUES | |||||||
| 2207 WIRT STREET | OMAHA | NE | 68110 | NONE | PUBLIC | CHARITABLE | $539,500 |
| 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 | $173,000 |
| EPIC FOR GIRLS | |||||||
| 117 N 32ND AVE STE 202 | OMAHA | NE | 68131 | NONE | PUBLIC | CHARITABLE | $10,000 |
| ESSENTIAL PREGNANCY SERVICES | |||||||
| 6220 MAPLE STREET | OMAHA | NE | 68104 | NONE | PUBLIC | CHARITABLE | $25,000 |
| FASHION ARTS COLLECTIVE | |||||||
| 1141 N 11TH ST | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $3,000 |
| FILM STREAMS | |||||||
| 1340 MIKE FAHEY STREET | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $80,000 |
| FONTENELLE FOREST | |||||||
| 1111 BELLEVUE BLVD | BELLEVUE | NE | 68005 | NONE | PUBLIC | CHARITABLE | $1,000 |
| FRIENDS OF OMAHA PUBLIC LIBRARY | |||||||
| PO BOX 6032 | OMAHA | NE | 68106 | NONE | PUBLIC | CHARITABLE | $1,000 |
| GIRL SCOUTS SPIRIT OF NEBRASKA | |||||||
| 2121 S 44TH ST | OMAHA | NE | 68105 | NONE | PUBLIC | CHARITABLE | $2,500 |
| HABITAT FOR HUMANITY OF OMAHA | |||||||
| 1229 MILLWORK AVE STE 301 | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $10,000 |
| HEART MINISTRY CENTER | |||||||
| 2222 BINNEY ST | OMAHA | NE | 68110 | NONE | PUBLIC | CHARITABLE | $72,500 |
| HEARTLAND EQUINE THERAPEUTIC | |||||||
| 10130 S 222ND ST | GRETNA | NE | 68028 | NONE | PUBLIC | CHARITABLE | $10,000 |
| HERITAGE SERVICES | |||||||
| 10050 REGENCY CIRCLE SUITE 101 | OMAHA | NE | 68114 | NONE | PUBLIC | CHARITABLE | $25,000 |
| HOLY NAME PARISH | |||||||
| 3014 N 45TH ST | OMAHA | NE | 68104 | NONE | PUBLIC | CHARITABLE | $2,000 |
| HOSPICE HOUSE | |||||||
| 12809 W DODGE RD | OMAHA | NE | 68154 | NONE | PUBLIC | CHARITABLE | $15,000 |
| HUMANITIES NEBRASKA | |||||||
| 215 CENTENNAIL MALL S UNIT 330 | LINCOLN | NE | 68508 | NONE | PUBLIC | CHARITABLE | $5,000 |
| INTERCULTURAL SENIOR CENTER | |||||||
| 5545 CENTER STREET | OMAHA | NE | 68106 | NONE | PUBLIC | CHARITABLE | $3,500 |
| JESUIT ACADEMY | |||||||
| 2311 N 22ND STREET | OMAHA | NE | 68110 | NONE | PUBLIC | CHARITABLE | $330,000 |
| JOSLYN ART MUSEUM | |||||||
| 2200 DODGE STREET | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $1,416,000 |
| JOSLYN CASTLE | |||||||
| 3902 DAVENPORT ST | OMAHA | NE | 68131 | NONE | PUBLIC | CHARITABLE | $2,500 |
| 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 | $2,000 |
| KIEWIT LUMINARIUM | |||||||
| 345 RIVERFRONT DRIVE | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $5,000 |
| KNIGHTS OF THE HOLY EUCHARIST | |||||||
| 7303 N 112TH ST | WAVERLY | NE | 68462 | NONE | PUBLIC | CHARITABLE | $5,000 |
| KUEMPER CATHOLIC SCHOOL | |||||||
| 109 S CLARK STREET | CARROLL | IA | 51401 | NONE | PUBLIC | CHARITABLE | $10,000 |
| LAKE CUNNINGHAM DEVELOPMENT TRUST | |||||||
| 8305 RAINWOOD RD | OMAHA | NE | 68122 | NONE | PUBLIC | CHARITABLE | $150,000 |
| LATINO CENTER OF THE MIDLANDS | |||||||
| 4821 S 24TH ST | OMAHA | NE | 68107 | NONE | PUBLIC | CHARITABLE | $20,000 |
| LAURITZEN GARDENS | |||||||
| 100 BANCROFT STREET | OMAHA | NE | 68108 | NONE | PUBLIC | CHARITABLE | $21,000 |
| LINCOLN CHILDREN'S MUSEUM | |||||||
| 1420 P ST | LINCOLN | NE | 68508 | NONE | PUBLIC | CHARITABLE | $5,000 |
| MAKE-A-WISH FOUNDATION OF NEBRASKA | |||||||
| 11836 ARBOR STREET | OMAHA | NE | 68144 | NONE | PUBLIC | CHARITABLE | $10,000 |
| MARIAN HIGH SCHOOL | |||||||
| 7400 MILITARY AVE | OMAHA | NE | 68134 | NONE | PUBLIC | CHARITABLE | $2,500 |
| MENTAL HEALTH INNOVATION FOUNDATION | |||||||
| 1550 MIKE FAHEY ST | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $1,000,000 |
| MERCY HIGH SCHOOL | |||||||
| 1501 S 48TH STREET | OMAHA | NE | 68106 | NONE | PUBLIC | CHARITABLE | $153,000 |
| MICAH HOUSE | |||||||
| 1415 AVENUE J | COUNCIL BLUFFS | IA | 51501 | NONE | PUBLIC | CHARITABLE | $10,000 |
| MICHAEL J FOX FOUNDATION | |||||||
| PO BOX 4777 | NEW YORK | NY | 10163 | NONE | PUBLIC | CHARITABLE | $50,000 |
| NATIONAL MUSEUM OF RACING | |||||||
| 191 UNION AVE | SARATOGA SPRINGS | NY | 12866 | NONE | PUBLIC | CHARITABLE | $6,000 |
| 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 | $15,000 |
| NEW VOCATIONS | |||||||
| 719 DOLAN LANE | LEXINGTON | KY | 40511 | NONE | PUBLIC | CHARITABLE | $30,000 |
| NORTHSTAR FOUNDATION | |||||||
| 4242 N 49TH AVE | OMAHA | NE | 68104 | NONE | PUBLIC | CHARITABLE | $20,000 |
| NOTRE DAME SISTERS | |||||||
| 3501 STATE ST | OMAHA | NE | 68112 | NONE | PUBLIC | CHARITABLE | $2,500 |
| OMAHA BRIDGES OUT OF POVERTY INC | |||||||
| 4343 N 52ND ST | OMAHA | NE | 68104 | NONE | PUBLIC | CHARITABLE | $3,000 |
| OMAHA CATHOLIC SCHOOLS CONSORTIUM | |||||||
| 4501 S 41ST ST | OMAHA | NE | 68107 | NONE | PUBLIC | CHARITABLE | $250,000 |
| OMAHA CHILDREN'S MUSEUM | |||||||
| 500 S 20TH ST | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $10,000 |
| 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 | $26,250 |
| OMAHA CONSERVATORY OF MUSIC | |||||||
| 3504 S 108TH ST | OMAHA | NE | 68144 | NONE | PUBLIC | CHARITABLE | $15,000 |
| OMAHA EQUESTRIAN FOUNDATION | |||||||
| 1004 FARNAM ST | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $25,000 |
| OMAHA PERFORMING ARTS - THE PRESENTERS | |||||||
| 1200 DOUGLAS STREET | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $1,062,580 |
| 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 STREET SCHOOL | |||||||
| 3223 N 45TH STREET | OMAHA | NE | 68104 | NONE | PUBLIC | CHARITABLE | $35,000 |
| OMAHA SYMPHONY | |||||||
| 1605 HOWARD STREET | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $46,000 |
| OMAHA ZOO FOUNDATION | |||||||
| 3701 S 10TH STREET | OMAHA | NE | 68107 | NONE | PUBLIC | CHARITABLE | $1,000 |
| ONEWORLD COMMUNITY HEALTH CENTERS | |||||||
| 4920 S 30TH ST | OMAHA | NE | 68107 | NONE | PUBLIC | CHARITABLE | $10,000 |
| OPEN DOOR MISSION | |||||||
| 2726 N 23RD ST E | OMAHA | NE | 68110 | NONE | PUBLIC | CHARITABLE | $12,500 |
| OPERA OMAHA | |||||||
| 1850 FARNAM ST | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $50,000 |
| PACE OMAHA | |||||||
| 5105 A 37TH ST | OMAHA | NE | 68107 | NONE | PUBLIC | CHARITABLE | $5,000 |
| PARKINSON'S NEBRASKA | |||||||
| 16811 BURDETTE STREET SUITE ONE | OMAHA | NE | 68116 | NONE | PUBLIC | CHARITABLE | $500,000 |
| PEAR TREE PERFORMING ARTS | |||||||
| 4801 NW RADIAL HWY | OMAHA | NE | 68104 | NONE | PUBLIC | CHARITABLE | $2,500 |
| PGA REACH NEBRASKA | |||||||
| 610 J ST 10 | LINCOLN | NE | 68508 | NONE | PUBLIC | CHARITABLE | $5,000 |
| PLATTE INSTITUTE FOR ECONOMIC RESEARCH | |||||||
| 6910 PACIFIC ST | OMAHA | NE | 68106 | NONE | PUBLIC | CHARITABLE | $20,000 |
| PROJECT HARMONY | |||||||
| 11949 Q ST | OMAHA | NE | 68137 | NONE | PUBLIC | CHARITABLE | $200,000 |
| RESPECT | |||||||
| 820 S 75TH ST | OMAHA | NE | 68114 | NONE | PUBLIC | CHARITABLE | $20,000 |
| RACE TRACK CHAPLAINCY OF AMERICA | |||||||
| 2365 HARRODSBURG RD STE A120 | LEXINGTON | KY | 40504 | NONE | PUBLIC | CHARITABLE | $10,000 |
| RADIUS | |||||||
| 5040 GRAND AVE | OMAHA | NE | 68104 | NONE | PUBLIC | CHARITABLE | $20,000 |
| RELEASE | |||||||
| 3223 NORTH 45TH STREET | OMAHA | NE | 68104 | NONE | PUBLIC | CHARITABLE | $5,000 |
| SARPY COUNTY SHERIFF'S FOUNDATION | |||||||
| 217 NORTH JEFFERSON STREET | PAPILLION | NE | 68046 | NONE | PUBLIC | CHARITABLE | $1,500 |
| SIENA FRANCIS HOUSE | |||||||
| 1702 NICHOLAS ST | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $15,000 |
| ST ANTHONY FOUNDATION | |||||||
| PO BOX 83246 | LINCOLN | NE | 68501 | NONE | PUBLIC | CHARITABLE | $10,000 |
| ST AUGUSTINE INDIAN MISSION | |||||||
| 1 MISSION ROAD SOUTH | WINNEBAGO | NE | 68071 | NONE | PUBLIC | CHARITABLE | $25,000 |
| ST FRANCES CABRINI CHURCH | |||||||
| 1248 S 10TH ST | OMAHA | NE | 68108 | NONE | PUBLIC | CHARITABLE | $1,000 |
| ST MICHAEL CATHOLIC CHURCH | |||||||
| 524 W CHURCH ST | ALBION | NE | 68620 | NONE | PUBLIC | CHARITABLE | $10,000 |
| ST PIUS X | |||||||
| 6905 BLONDO ST | OMAHA | NE | 68104 | NONE | PUBLIC | CHARITABLE | $20,000 |
| ST ROBERTS | |||||||
| 11802 PACIFIC ST | OMAHA | NE | 68154 | NONE | PUBLIC | CHARITABLE | $24,000 |
| STABLE RECOVERY | |||||||
| 321 HUMMINGBIRD LANE | LEXINGTON | KY | 40503 | NONE | PUBLIC | CHARITABLE | $25,000 |
| THE DURHAM MUSEUM | |||||||
| 801 S 10TH ST | OMAHA | NE | 68108 | NONE | PUBLIC | CHARITABLE | $8,500 |
| THE FURNITURE PROJECT | |||||||
| 10808 J ST | OMAHA | NE | 68137 | NONE | PUBLIC | CHARITABLE | $15,000 |
| 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 | $516,000 |
| THE RONALD MCDONALD HOUSE | |||||||
| 620 S 38TH AVE | OMAHA | NE | 68105 | NONE | PUBLIC | CHARITABLE | $40,000 |
| THE ROSE THEATER | |||||||
| 2001 FARNAM ST | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $5,000 |
| THE SALVATION ARMY | |||||||
| 10755 BURT ST | OMAHA | NE | 68114 | NONE | PUBLIC | CHARITABLE | $20,000 |
| THE SHELTERING TREE | |||||||
| 12323 WILLIAM ST | OMAHA | NE | 68108 | NONE | PUBLIC | CHARITABLE | $200,000 |
| THE SIMPLE FOUNDATION | |||||||
| 1111 NORTH 13TH ST | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $22,000 |
| THE STEPHEN CENTER | |||||||
| 2723 Q ST | OMAHA | NE | 68107 | 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 | $2,000 |
| UNIVERSITY OF NEBRASKA FOUNDATION | |||||||
| 1010 LINCOLN MALL 300 | LINCOLN | NE | 68508 | NONE | PUBLIC | CHARITABLE | $5,000 |
| VICTORY RIDING ACADEMY | |||||||
| 4906 S 180TH ST | OMAHA | NE | 68135 | NONE | PUBLIC | CHARITABLE | $5,000 |
| VISITING NURSE ASSOCIATION | |||||||
| 12565 W CENTER RD 100 | OMAHA | NE | 68144 | NONE | PUBLIC | CHARITABLE | $2,500 |
| VITA NOVA | |||||||
| PO BOX 540370 | OMAHA | NE | 68154 | NONE | PUBLIC | CHARITABLE | $1,500,000 |
| VOICES FOR CHILDREN IN NEBRASKA | |||||||
| 7521 MAIN ST | RALSTON | NE | 68127 | NONE | PUBLIC | CHARITABLE | $10,000 |
| WESTERN IOWA JOURNALISM FOUNDATION | |||||||
| 15302 140TH ST | BREDA | IA | 51436 | NONE | PUBLIC | CHARITABLE | $75,000 |
| WESTSIDE FOUNDATION | |||||||
| 1101 S 90TH STREET | OMAHA | NE | 68124 | NONE | PUBLIC | CHARITABLE | $30,000 |
| WOMEN'S CENTER FOR ADVANCEMENT | |||||||
| 3801 HARNEY ST | OMAHA | NE | 68131 | NONE | PUBLIC | CHARITABLE | $55,000 |
| AMERICAN RED CROSSOMAHA | |||||||
| 2912 S 80TH AVE | OMAHA | NE | 68164 | NONE | PUBLIC | CHARITABLE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,598,835 | 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 | $522,157 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,455,235 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,977,392 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,977,392 | 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 (11 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| MARY HEIDER ESTATE | |||||||
| 1 | 9762 ASCOT DRIVE | OMAHA | NE | 68114 | $190,881,944 | Yes (X) | |
| MARY HEIDER ESTATE | |||||||
| 2 | 9762 ASCOT DRIVE | OMAHA | NE | 68114 | $562,974 | Yes (X) | |
| MARY HEIDER ESTATE | |||||||
| 3 | 9762 ASCOT DRIVE | OMAHA | NE | 68114 | $3,312,979 | Yes (X) | |
| MARY HEIDER ESTATE | |||||||
| 4 | 9762 ASCOT DRIVE | OMAHA | NE | 68114 | $89,524 | Yes (X) | |
| MARY HEIDER ESTATE | |||||||
| 5 | 9762 ASCOT DRIVE | OMAHA | NE | 68114 | $5,089,996 | Yes (X) | |
| MARY HEIDER ESTATE | |||||||
| 6 | 9762 ASCOT DRIVE | OMAHA | NE | 68114 | $398,738 | Yes (X) | |
| MARY HEIDER TRUST | |||||||
| 7 | 9762 ASCOT DRIVE | OMAHA | NE | 68114 | $3,573 | Yes (X) | |
| MARY HEIDER ESTATE | |||||||
| 8 | 9762 ASCOT DRIVE | OMAHA | NE | 68114 | $127,696 | Yes (X) | |
| MARY HEIDER TRUST | |||||||
| 9 | 9762 ASCOT DRIVE | OMAHA | NE | 68114 | $2,434,466 | Yes (X) | |
| MARY HEIDER TRUST | |||||||
| 10 | 9762 ASCOT DRIVE | OMAHA | NE | 68114 | $1,477,855 | Yes (X) | |
| MARY HEIDER TRUST | |||||||
| 11 | 9762 ASCOT DRIVE | OMAHA | NE | 68114 | $15,992,395 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (9 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt |
|---|---|---|
| 1 | 443 SHARES OF BERKSHIRE HATHAWAY INC CLASS A | $190,881,944 |
| 2 | 1963 SHARES OF BERKSHIRE HATHAWAY INC DEL C B NEW | $562,974 |
| 3 | 32175 SHARES OF DISNEY WALT CO COM | $3,312,979 |
| 4 | 3885 SHARES OF LONGLEAF PARTNERS FDS TR | $89,524 |
| 5 | 106374 SHARES OF US BANCORP DEL COM NEW | $5,089,996 |
| 6 | 8034.869 SHARES OF WEITZ VALUE FUND #328 | $398,738 |
| 7 | 110.310 SHARES OF FPA QUEENS ROAD SMALL CAP VALUE FUND | $3,573 |
| 8 | 13308.334 SHARES OF FPA NEW INCOME FUND | $127,696 |
| 11 | VARIOUS SECURITIES | $15,992,395 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,540 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,135 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (15 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 | $45,167 | SL | 7.000000000000 | $8,742 | $0 |
| OFFICE BUILDOUT | 2017-11-01 | $254,938 | $87,813 | SL | 15.000000000000 | $16,996 | $0 |
| ARCHITECT FEES | 2017-11-01 | $45,218 | $15,577 | SL | 15.000000000000 | $3,015 | $0 |
| COMPUTERS | 2017-11-01 | $7,027 | $7,027 | SL | 5.000000000000 | $0 | $0 |
| PRINTER | 2017-11-01 | $1,238 | $1,238 | SL | 5.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 2017-11-01 | $53,989 | $39,850 | SL | 7.000000000000 | $7,713 | $0 |
| OFFICE LIGHTING | 2018-01-01 | $76,790 | $54,850 | SL | 7.000000000000 | $10,970 | $0 |
| COMPUTERS | 2018-01-01 | $14,023 | $14,023 | SL | 5.000000000000 | $0 | $0 |
| PRINTER | 2018-01-01 | $5,008 | $5,008 | SL | 5.000000000000 | $0 | $0 |
| OFFICE BUILDOUT | 2018-01-01 | $42,225 | $14,075 | SL | 15.000000000000 | $2,815 | $0 |
| OFFICE FURNITURE | 2018-01-01 | $86,103 | $61,500 | SL | 7.000000000000 | $12,300 | $0 |
| ARCHITECT FEES | 2018-01-01 | $1,313 | $440 | SL | 15.000000000000 | $88 | $0 |
| OFFICE BUILDOUT | 2019-01-01 | $19,473 | $5,192 | SL | 15.000000000000 | $1,298 | $0 |
| OFFICE FURNITURE | 2020-01-01 | $15,057 | $6,453 | SL | 7.000000000000 | $2,151 | $0 |
| OFFICE FURNITURE | 2023-01-01 | $11,020 | SL | 7.000000000000 | $1,574 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY INC CL A | $264,132,352 | $332,629,143 |
| BERKSHIRE HATHAWAY INC DEL CL B | $562,974 | $700,124 |
| US BANCORP DEL COM | $5,089,996 | $4,603,867 |
| DISNEY WALT CO COM | $3,312,979 | $2,905,081 |
| EQUITIES - RUANE, CUNNIFF & GOLDFARB | $11,078,949 | $19,249,586 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FPA QUEENS ROAD SMALL CAP VALUE FUND | AT COST | $3,685 | $4,181 |
| LONGLEAF PARTNERS FDS TR | AT COST | $90,436 | $97,923 |
| WEITZ - LARGE CAP | AT COST | $421,020 | $437,018 |
| FPA NEW INCOME FUND | AT COST | $131,089 | $132,487 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE LIGHTING | $61,194 | $53,909 | $7,285 |
| OFFICE BUILDOUT | $254,938 | $104,809 | $150,129 |
| ARCHITECT FEES | $45,218 | $18,592 | $26,626 |
| COMPUTERS | $7,027 | $7,027 | $0 |
| PRINTER | $1,238 | $1,238 | $0 |
| OFFICE FURNITURE | $53,989 | $47,563 | $6,426 |
| OFFICE LIGHTING | $76,790 | $65,820 | $10,970 |
| COMPUTERS | $14,023 | $14,023 | $0 |
| PRINTER | $5,008 | $5,008 | $0 |
| OFFICE BUILDOUT | $42,225 | $16,890 | $25,335 |
| OFFICE FURNITURE | $86,103 | $73,800 | $12,303 |
| ARCHITECT FEES | $1,313 | $528 | $785 |
| OFFICE BUILDOUT | $19,473 | $6,490 | $12,983 |
| OFFICE FURNITURE | $15,057 | $8,604 | $6,453 |
| OFFICE FURNITURE | $11,020 | $1,574 | $9,446 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $24,959 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,240 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJ. FOR RUANE STOCK TRANSFER FV > COST BASIS | Desc |
| Amt | $5,956,621 | Amt |
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 | $1,943 | $0 | $486 |
| INSURANCE | $1,090 | $0 | $273 |
| MISC EXPENSES | $14,472 | $0 | $3,618 |
| CONSULTING | $5,500 | $0 | $1,375 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| RUANE MANAGEMENT FEES | $91,917 | $91,917 | $0 |
| FNBO MANAGEMENT FEES | $53,585 | $53,585 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $20,457 | $0 | $5,114 |
| FEDERAL TAXES | $30,000 | $0 | $0 |
| FOREIGN TAXES | $5,480 | $5,480 | $0 |