BUFFETT EARLY CHILDHOOD FUND: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BUFFETT EARLY CHILDHOOD FUND (EIN 20-1768874)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-30
- IRS object ID
- 202501209349101415
- Schema version
- 2024v5.1
- 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
- Distribution From Corpus Election
- General Explanation Attachment
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-30T12:05:11-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18081 BURT ST STE 200 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 680224722 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201768874 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUFFETT EARLY CHILDHOOD FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUFF | BusinessNameControlTxt |
| Phone | 4023410933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 808 CONAGRA DRIVE 200 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESSIE RASMUSSEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4023410933 | PhoneNum |
| Signature | 2025-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY R COOLEY CPA | PreparerPersonNm |
| PTIN | P01523804 | PTIN |
| Phone | 4023302660 | PhoneNum |
| Preparation | 2025-04-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,046,904 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $33,095,923 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $40,574 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $40,574 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $406,002 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,360,731 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,360,516 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $39 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $33,542,538 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,401,090 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $593,350 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $593,350 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $768,970 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $768,970 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $481,039 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $481,039 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,756 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,756 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,243 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $21,243 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $329,510 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $329,510 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $167,299 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $82,299 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $117,670 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $117,670 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $116,179 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $116,179 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,555 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,555 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38,372 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $38,372 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,648,943 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,563,943 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,856,902 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,856,902 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,505,845 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,420,845 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$963,307 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,401,090 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,414,517 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $401,541 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $401,541 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $40,136 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $11,912 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $11,912 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $5,151,676 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,633,451 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,633,451 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $20,348 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,348 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $8,606,329 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,046,904 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,046,904 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $8,606,329 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,046,904 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,606,329 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,046,904 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,606,329 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,046,904 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,606,329 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$963,307 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,403,882 | OtherIncreasesAmt |
| Subtotal | $9,046,904 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,046,904 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL CL B | D | 2024-04-18 | 2024-07-16 | $1,962,449 | $97 | $1,962,352 | $1,962,352 |
| BERKSHIRE HATHAWAY INC DEL CL B | D | 2024-04-18 | 2024-08-15 | $2,398,282 | $118 | $2,398,164 | $2,398,164 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,360,516 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $61,175 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $61,175 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $61,175 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $112,189 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $112,189 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $51,014 | OverpaymentAmt |
| Applied To ES Tax | $51,014 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | WWW.BUFFETTEARLY.ORG | WebsiteAddressTxt |
| Individual With Books | SUSAN MULLIN | IndividualWithBooksNm |
| Phone | 4023410933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 808 CONAGRA DRIVE STE 200 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68102 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| SUSAN A BUFFETT | ||||||||
| 808 CONAGRA DRIVE SUITE 200 | OMAHA | NE | 68102 | DIRECTOR & CHAIR | 5.00 | $0 | $0 | $0 |
| HELEN RAIKES | ||||||||
| 808 CONAGRA DRIVE SUITE 200 | OMAHA | NE | 68102 | DIRECTOR & TREASURER | 5.00 | $0 | $0 | $0 |
| WALLACE WEITZ | ||||||||
| 808 CONAGRA DRIVE SUITE 200 | OMAHA | NE | 68102 | DIRECTOR & SECRETARY | 5.00 | $0 | $0 | $0 |
| MIKE BURKE | ||||||||
| 808 CONAGRA DRIVE SUITE 200 | OMAHA | NE | 68102 | VICE-PRESIDENT | 40.00 | $228,610 | $85,060 | $0 |
| JESSIE RASMUSSEN | ||||||||
| 808 CONAGRA DRIVE SUITE 200 | OMAHA | NE | 68102 | PRESIDENT | 40.00 | $364,740 | $95,586 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| GLADYS HAYNES | ||||||||
| 808 CONAGRA DRIVE SUITE 200 | OMAHA | NE | 68102 | DIRECTOR OF NEBRASKA | 40.00 | $204,807 | $82,887 | $0 |
| SHANNON COTSORADIS | ||||||||
| 808 CONAGRA DRIVE SUITE 200 | OMAHA | NE | 68102 | DIRECTOR OF POLICY A | 40.00 | $189,150 | $79,512 | $0 |
| ERIC BUCHANAN | ||||||||
| 808 CONAGRA DRIVE SUITE 200 | OMAHA | NE | 68102 | DIRECTOR OF STRATEGI | 40.00 | $192,236 | $64,666 | $0 |
| SUSAN MULLIN | ||||||||
| 808 CONAGRA DRIVE SUITE 200 | OMAHA | NE | 68102 | VP, FINANCE AND ADMI | 40.00 | $170,784 | $73,328 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LAKELIGHT ADVISORY LLC | |||||
| 805 LAKE ST UNIT 186 | OAK PARK | IL | 60301 | ADVISORY SERVICES | $95,000 |
| EARLY OPPORTUNITIES LLC | |||||
| 5006 50TH PLACE NW | WASHINGTON | DC | 20016 | STRATEGIC PLANNING CONSULTING | $75,000 |
| THRIVING FAMILIES THRIVING CHILDREN LLC | |||||
| 3260 PACES MILL RD SE | ATLANTA | GA | 30339 | CONSULTING | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $8,179,362 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,412,581 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,591,943 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,591,943 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $158,879 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,433,064 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $521,653 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $521,653 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $61,175 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $61,175 | TotalTaxAmt |
| Distributable Before Adj | $460,478 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $39 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $460,517 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $460,517 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,420,845 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $34,420,845 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $460,517 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,254,968 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,397,194 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,624,748 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,531,039 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $22,807,949 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $34,420,845 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $33,095,923 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $460,517 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $864,405 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $56,768,277 | 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 | $33,095,923 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $23,672,354 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $23,672,354 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALLIANCE FOR EARLY SUCCESS | ||||||
| PO BOX 3882 | WASHINGTON | DC | 20027 | PC | STATE BASED EARLY CHILDHOOD EDUCATION SUPPORT | $2,991,046 |
| CAPITA SOCIAL INC | ||||||
| 157 WELBORN ST SUITE B201 | GREENVILLE | SC | 29601 | PC | CHILD CARE POLICY PROJECT SUPPORT | $85,000 |
| CHILD CARE SERVICES ASSOCIATION | ||||||
| PO BOX 901 | CHAPEL HILL | NC | 27514 | PC | EARLY YEARS TEACH CONVENING | $1,000 |
| CHILD SAVING INSTITUTE | ||||||
| 4545 DODGE STREET | OMAHA | NE | 68132 | PC | KIDSQUAD PROGRAM SUPPORT | $280,000 |
| COMIC RELIEF INC | ||||||
| 120 BROADWAY 22ND FLOOR | NEW YORK | NY | 12071 | PC | RED NOSE DAY - SAVE THE CHILDREN MATCHING GRANT | $300,000 |
| DC ACTION | ||||||
| 1400 16TH STREET NW SUITE 740 | WASHINGTON | DC | 20036 | PC | GENERAL OPERATIONS SUPPORT | $5,000 |
| EDUCARE LINCOLN | ||||||
| 3435 N 14TH STREET | LINCOLN | NE | 68521 | PC | QUALITY EARLY CHILDHOOD PROGRAM OPERATING SUPPORT | $3,085,708 |
| EDUCARE OF OMAHA INC | ||||||
| 4201 N 34TH AVE | OMAHA | NE | 68111 | PC | QUALITY EARLY CHILDHOOD PROGRAM OPERATING SUPPORT | $4,756,540 |
| EDUCARE OF WASHINGTON DC | ||||||
| 640 ANACOSTIA AVENUE NE | WASHINGTON | DC | 20019 | PC | QUALITY EARLY CHILDHOOD PROGRAM OPERATING SUPPORT | $695,657 |
| EDUCARE OF WINNEBAGO INC | ||||||
| 205 BLUFF STREET | WINNEBAGO | NE | 68071 | PC | RENOVATION PROJECT SUPPORT | $35,000 |
| FIRST BOOK | ||||||
| 1319 F STREET NW SUITE 1000 | WASHINGTON | DC | 20004 | PC | BOOKS FOR ALL COALITION SUPPORT | $250,000 |
| FOUNDATIONS INC | ||||||
| 701 EAST GATE DRIVE STE 300 | MT LAUREL | NJ | 08054 | PC | GRADE LEVEL READING PROGRAM SUPPORT | $150,000 |
| HOLLAND CHILDREN'S INSTITUTE | ||||||
| 1111 N 13TH ST STE 414 | OMAHA | NE | 68102 | PF | HOLLAND HEROES EVENT SUPPORT | $2,500 |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | ||||||
| ONE GUSTAVE L LEVY PLACE BOX 1049 | NEW YORK | NY | 10029 | PC | EARLY CHILDHOOD HEALTH & WELLNESS PROGRAM SUPPORT | $150,000 |
| LINCOLN CHILDREN'S MUSEUM | ||||||
| 1420 P STREET | LINCOLN | NE | 68508 | PC | CHILDCARE PROVIDER NIGHT AT THE MUSEUM EVENT SUPPORT | $3,000 |
| LINCOLN COMMUNITY FOUNDATION | ||||||
| 215 CENTENNIAL MALL S STE 100 | LINCOLN | NE | 68508 | PC | LINCOLN LITTLES PROGRAM SUPPORT | $150,000 |
| LUTHERAN FAMILY SERVICES | ||||||
| 7929 WEST CENTER RD | OMAHA | NE | 68124 | PC | EARLY CHILDHOOD HANDBOOK PROJECT SUPPORT | $24,424 |
| MALONE COMMUNITY CENTER | ||||||
| 2032 U STREET | LINCOLN | NE | 68503 | PC | GENERAL OPERATIONS SUPPORT | $150,000 |
| NCSL FOUNDATION FOR STATE LEGISLATURES | ||||||
| 7700 E 1ST PL | DENVER | CO | 80230 | PC | CHILD CARE POLICY PROJECT SUPPORT | $200,000 |
| NATIONAL HEAD START ASSOCIATION | ||||||
| 1651 PRINCE STREET | ALEXANDRIA | VA | 22314 | PC | EARLY CHILDHOOD INNOVATION SUMMIT & DATA SUPPORT | $5,000 |
| NATIONAL WORKFORCE REGISTRY ALLIANCE | ||||||
| PO BOX 58190 | WASHINGTON | DC | 20037 | PC | EARLY CHILDHOOD WORKFORCE REPORT SUPPORT | $25,000 |
| NEBRASKA CHILDREN & FAMILIES FOUNDATION | ||||||
| 215 CENTENNIAL MALL S STE 200 | LINCOLN | NE | 68508 | PC | FIRST FIVE NEBRASKA OPERATING SUPPORT, ROOTED IN RELATIONSHIPS PROGRAM SUPPORT, COMMUNITIES 4 KIDS PROGRAM SUPPORT, CHANGEMAKERS LUNCHEON SUPPORT, SCALING UP PROJECT SUPPORT, DATA PROJECT SUPPORT | $5,440,550 |
| NEBRASKA EARLY CHILDHOOD COLLABORATIVE | ||||||
| 3200 N 30TH STREET STE 200 | OMAHA | NE | 68111 | PC | GENERAL OPERATING SUPPORT 2025, GENERAL OPERATING SUPPORT 2024, PROFESSIONALS NIGHT AT THE MUSEUM | $3,003,691 |
| NEXT DOOR FOUNDATION INC | ||||||
| 2545 N29TH STREET | MILWAUKEE | WI | 53210 | PC | EDUCARE MILWAUKEE QUALITY EARLY CHILDHOOD PROGRAM SUPPORT | $450,000 |
| NORTH MISSISSIPPI EDUCATION CONSORTIUM | ||||||
| PO BOX 1848 | OXFORD | MS | 38677 | PC | CENTER FOR EC POLICY & ADVANCEMENT SUPPORT | $100,000 |
| PARTNERSHIP 4 KIDS | ||||||
| 1004 FARNAM STREET STE 200 | OMAHA | NE | 68102 | PC | BOOK BUDDY PROGRAM SUPPORT | $85,700 |
| PRESIDENT & FELLOWS OF HARVARD COLLEGE | ||||||
| 1033 MASSACHUSETTS AVE STE 3 | CAMBRIDGE | MA | 02138 | PC | CENTER FOR THE DEVELOPING CHILD OPERATING SUPPORT | $1,250,763 |
| PROJECT HARMONY CHILD ADVOCACY CENTER | ||||||
| 11949 Q STREET | OMAHA | NE | 68137 | PC | IMPACT FROM INFANCY PROJECT SUPPORT, ANNUAL LUNCHEON SUPPORT | $501,911 |
| PUBIC PRIVATE STRATEGIES INSTITUTE | ||||||
| 700 PENNSYLVANIA AVE SE 2ND FL | WASHINGTON | DC | 20003 | PC | INVEST IN AMERICA PROJECT SUPPORT | $125,000 |
| REACH OUT & READ INC | ||||||
| 89 SOUTH STREET SUITE 201 | BOSTON | MA | 02111 | PC | NEBRASKA AFFILIATE SUPPORT | $100,000 |
| SOCIAL & ENVIRONMENTAL ENTREPRENEURS INC | ||||||
| 23564 CALABASAS ROAD SUITE 201 | CALABASAS | CA | 91302 | PC | OPPORTUNITIES EXCHANGE PROJECT SUPPORT | $15,000 |
| SOCIETY FOR RESEARCH IN CHILD DEVELOPMENT | ||||||
| 1909 K ST NW | WASHINGTON | DC | 20006 | PC | CONFERENCE SUPPORT | $40,000 |
| SOUTHWEST HUMAN DEVELOPMENT | ||||||
| 2850 N 24TH STREET | PHOENIX | AZ | 85008 | PC | REFLECTIVE SUPERVISION PROJECT SUPPORT | $90,000 |
| START EARLY | ||||||
| 33 W MONROE STREET STE 1200 | CHICAGO | IL | 60603 | PC | EDUCARE LEARNING NETWORK SUPPORT, FIRST FIVE YEARS FUND SUPPORT, AND ANNUAL LUNCHEON SUPPORT | $4,709,763 |
| THE NEBRASKA MEDICAL CENTER | ||||||
| 988145 NEBRASKA MEDICAL CENTER | OMAHA | NE | 68198 | PC | KIDSIGHT PROJECT SUPPORT | $110,883 |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||||||
| 103 SOUTH BUILDING CAMPUS BOX 9100 | CHAPEL HILL | NC | 27599 | PC | FRANK PORTER GRAHAM CHILD DEVELOPMENT - ELN EVALUATION | $880,214 |
| TSNE | ||||||
| 89 SOUTH ST STE 700 | BOSTON | MA | 02111 | PC | ECFC RAISING CHILD CARE FUND, ECFC MEMBERSHIP, BUILD CONFERENCE SPONSORSHIP, ECFC MEETING SUPPORT, RJE PROGRAM SUPPORT | $565,000 |
| UNIVERSITY OF NEBRASKA BOARD OF REGENTS | ||||||
| 3835 HOLDREGE STREET | LINCOLN | NE | 68503 | PC | EDUCARE OF LINCOLN EVALUATION, VITA PROGRAM SUPPORT | $335,515 |
| UNIVERSITY OF NEBRASKA FOUNDATION | ||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | PC | THRIVE EVENT SUPPORT, NE CTR FOR RESEARCH ON CHILDREN, YOUTH, FAMILIES, AND SCHOOLS FUND, UNO CEHHS EC INCLUSIVE DIRECTOR FUND | $455,537 |
| VANDERBILT UNIVERSITY PEABODY COLLEGE | ||||||
| PMB 414 230 APPLETON PL | NASHVILLE | TN | 37203 | PC | PN-3 PROJECT SUPPORT | $250,000 |
| VOICES FOR CHILDREN IN NEBRASKA | ||||||
| 319 S 17TH ST STE 212 | OMAHA | NE | 68102 | PC | CONVENING SPONSORSHIP | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,856,902 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| EDUCARE LINCOLN | ||||||
| 3435 N 14TH STREET | LINCOLN | NE | 68521 | PC | QUALITY EARLY CHILDHOOD PROGRAM OPERATING SUPPORT | $728,272 |
| NCSL FOUNDATION FOR STATE LEGISLATURES | ||||||
| 7700 E 1ST PL | DENVER | CO | 80230 | PC | CHILD CARE POLICY PROJECT SUPPORT | $200,000 |
| NEBRASKA CHILDREN & FAMILIES FOUNDATION | ||||||
| 215 CENTENNIAL MALL S STE 200 | LINCOLN | NE | 68508 | PC | COMMUNITIES 4 KIDS PROGRAM SUPPORT, DATA PROJECT SUPPORT | $736,154 |
| NEXT DOOR FOUNDATION INC | ||||||
| 2545 N29TH STREET | MILWAUKEE | WI | 53210 | PC | EDUCARE MILWAUKEE QUALITY EARLY CHILDHOOD PROGRAM SUPPORT | $425,000 |
| PUBIC PRIVATE STRATEGIES INSTITUTE | ||||||
| 700 PENNSYLVANIA AVE SE 2ND FL | WASHINGTON | DC | 20003 | PC | INVEST IN AMERICA PROJECT SUPPORT | $125,000 |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||||||
| 103 SOUTH BUILDING CAMPUS BOX 9100 | CHAPEL HILL | NC | 27599 | PC | FRANK PORTER GRAHAM CHILD DEVELOPMENT - ELN EVALUATION | $600,171 |
| TSNE | ||||||
| 89 SOUTH ST STE 700 | BOSTON | MA | 02111 | PC | ECFC RAISING CHILD CARE FUND, RJE PROGRAM SUPPORT | $700,000 |
| UNIVERSITY OF NEBRASKA BOARD OF REGENTS | ||||||
| 3835 HOLDREGE STREET | LINCOLN | NE | 68503 | PC | RESPECT PROJECT SUPPORT | $719,708 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,234,305 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,574 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $406,002 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED CONTRIBUTIONS | Desc |
| Related Or Exempt Function Incm | $39 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $446,576 | ExclusionAmt |
| Related Or Exempt Function Incm | $39 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $446,615 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | GRANT FUNDS RETURNED PURSUANT TO TERMS OF GRANT AGREEMENTS | RelationshipStatementTxt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| THE SHERWOOD FOUNDATION | |||||||
| 1 | 808 CONAGRA DRIVE SUITE 200 | OMAHA | NE | 68102 | $30,095,923 | Yes (X) | Yes (X) |
| THE REBECCA SUSAN BUFFETT FOUNDATION | |||||||
| 2 | 1016 CHEVY CHASE | BEVERLY HILLS | CA | 90210 | $3,000,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 37,600 SHS BERKSHIRE HATHAWAY CL B | $14,955,024 | 2024-04-18 |
| 1 | 32,600 SHS BERKSHIRE HATHAWAY CL B | $15,140,899 | 2024-10-22 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $21,243 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,243 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SECTION 4942(H)(2) AND REGULATION 53.4942(A)-3(D)(2), THE BUFFETT EARLY CHILDHOOD FUND HEREBY ELECTS TO TREAT $33,095,923 OF CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS FOR THE FOLLOWING TAX YEARS:CURRENT 2024 TAX YEAR PASSTHROUGH FUNDS: $33,095,923 | ElectionDesc |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROPERTY DISTRIBUTIONS VALUED AT FAIR MARKET VALUE | IdentifierTxt |
| Form And Line Reference | FORM 990, PART III, LINE 3 | FormAndLineReferenceDesc |
| Medium Explanation | DURING 2024, 15 PROPERTY DISTRIBUTION GRANTS WERE MADE TO TEN (10) SECTION 501(C)(3) CHARITABLE ORGANIZATIONS. ALL PROPERTY DISTRIBUTIONS WERE OF BERKSHIRE HATHAWAY CLASS B STOCK. THE FAIR MARKET VALUE AND BOOK VALUE OF THE DISTRIBUTED SHARES WAS $24,063,301 AND $22,734,805, RESPECTIVELY. THE DONATED STOCK'S APPRECIATION IN VALUE, $1,328,496 IS REPORTED ON FORM 990-PF, PART III, LINE 3. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BERKSHIRE HATHAWAY - CLASS B | StockNm |
| EOY Book Value | $8,633,451 | EOYBookValueAmt |
| EOYFMV | $8,633,451 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $13,756 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,756 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INTERNET | $112 | $0 | $112 |
| REPAIRS | $1,174 | $0 | $1,174 |
| POSTAGE | $1,213 | $0 | $1,213 |
| BANK CHARGES | $2,232 | $0 | $2,232 |
| OFFICE SUPPLIES | $10,630 | $0 | $10,630 |
| INSURANCE | $8,754 | $0 | $8,754 |
| TELEPHONE | $7,285 | $0 | $7,285 |
| MISCELLANEOUS | $6,972 | $0 | $6,972 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED CONTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $39 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $39 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN VALUE OF DONATED STOCK | $1,328,496 |
| UNREALIZED GAIN ON SECURITIES | $75,386 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL | CategoryTxt |
| Amt | $329,510 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $329,510 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $82,299 | $0 | $82,299 |
| EXCISE TAXES | $85,000 | $0 | $0 |