ROBERT B DAUGHERTY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT B DAUGHERTY FOUNDATION (EIN 36-3766006)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202433189349100833
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases 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 | 2024-11-13T09:55:43+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1120 S 101st St Ste 410 | AddressLine1Txt |
| City | Omaha | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 681241088 | 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 | 363766006 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT B DAUGHERTY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 4029334663 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15000 VALMONT PLAZA 202 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN WILSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4029334663 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jason Bombeck | PreparerPersonNm |
| PTIN | P00393463 | PTIN |
| Phone | 4023921040 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $793,447,363 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,500,317 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,500,317 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,151,385 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,151,204 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $181 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,016,164 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,016,164 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,016,164 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $13,985,089 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13,485,089 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $500,000 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $36,652,955 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,152,774 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $500,181 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $978,461 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $195,692 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $782,769 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $534,135 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $106,827 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $427,308 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $310,511 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $62,102 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $248,409 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $22,329 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $20,096 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,233 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $67,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $60,840 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,760 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,940,540 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,875,197 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $65,343 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $544,378 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $544,378 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $719,404 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $331,867 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $57,537 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $253,831 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $253,831 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $236,434 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $47,287 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $189,147 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $26,631 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $5,326 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $21,305 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,050,065 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,826,423 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $192,256 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,684,319 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,329,866 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,993,067 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,554,010 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,554,010 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,238,329 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,329,866 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,547,077 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,585,374 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,822,908 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $500,181 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $28,757,882 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,857,299 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,857,299 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $730,939,826 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $771,626,424 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $771,626,424 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,612,166 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $874,378 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,986,255 | LandBOYAmt |
| Land EOY | $1,737,788 | LandEOYAmt |
| Land EOYFMV | $1,737,788 | LandEOYFMVAmt |
| Other Assets BOY | $18,419,352 | OtherAssetsBOYAmt |
| Other Assets EOY | $225,852 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $225,852 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $780,103,315 | TotalAssetsBOYAmt |
| Total Assets EOY | $793,447,363 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $793,447,363 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $780,103,315 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $793,447,363 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $780,103,315 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $793,447,363 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $780,103,315 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $793,447,363 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $780,103,315 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,585,374 | ExcessRevenueOverExpensesAmt |
| Other Increases | $38,783,618 | OtherIncreasesAmt |
| Subtotal | $802,301,559 | SubtotalAmt |
| Other Decreases | $8,854,196 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $793,447,363 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DETAIL AVAILABLE UPON REQUEST | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2020-01-01 | AcquiredDt |
| Sold | 2023-12-31 | SoldDt |
| Gross Sales Price | $10,016,164 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $0 | CostOrOtherBasisAmt |
| Gain Or Loss | $10,016,164 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $10,016,164 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,016,164 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $303,338 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $303,338 | SubtotalAmt |
| Tax Based On Investment Income | $303,338 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $452,931 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $140,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $592,931 | TotalPaymentsAndCreditsAmt |
| Overpayment | $289,593 | OverpaymentAmt |
| Applied To ES Tax | $289,593 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN WILSON | IndividualWithBooksNm |
| Phone | 4029334663 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15000 VALMONT PLAZA SUITE 202 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | EI | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT DAUGHERTY III | ||||||||
| 15000 VALMONT PLAZA | OMAHA | NE | 68154 | TRUSTEE | 1.000 | $35,000 | $0 | $3,820 |
| F JOSEPH DAUGHERTY | ||||||||
| 15000 VALMONT PLAZA | OMAHA | NE | 68154 | TRUSTEE | 1.000 | $35,000 | $0 | $0 |
| MOGENS BAY | ||||||||
| 15000 VALMONT PLAZA | OMAHA | NE | 68154 | TRUSTEE | 1.000 | $35,000 | $0 | $0 |
| KEN STINSON | ||||||||
| 15000 VALMONT PLAZA | OMAHA | NE | 68154 | TRUSTEE | 1.000 | $35,000 | $0 | $0 |
| JAMES LINDER | ||||||||
| 15000 VALMONT PLAZA | OMAHA | NE | 68154 | TRUSTEE | 1.000 | $35,000 | $0 | $0 |
| JOHN K WILSON | ||||||||
| 15000 VALMONT PLAZA | OMAHA | NE | 68154 | EXECUTIVE DIRECTOR | 40.000 | $479,231 | $65,503 | $0 |
| Kimberly Yungtum | ||||||||
| 15000 VALMONT PLAZA | OMAHA | NE | 68154 | Deputy Executive Director & Chief Grants Officer | 40.000 | $289,231 | $63,140 | $0 |
| CLARK Lauritzen | ||||||||
| 15000 VALMONT PLAZA | OMAHA | NE | 68154 | TRUSTEE | 1.000 | $35,000 | $0 | $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 |
|---|---|---|---|---|---|---|---|---|
| Rebecca Nadgwick | ||||||||
| 15000 VALMONT PLAZA | OMAHA | NE | 68154 | Controller & Grants | 40.000 | $161,538 | $50,906 | $0 |
| JULIE DAVIS | ||||||||
| 15000 VALMONT PLAZA | OMAHA | NE | 68154 | Tech & Program | 40.000 | $144,615 | $52,472 | $0 |
| SARA SEMIN | ||||||||
| 15000 VALMONT PLAZA | OMAHA | NE | 68154 | Comm Inv Officer | 40.000 | $144,615 | $32,472 | $0 |
| MEGAN FRABER | ||||||||
| 15000 VALMONT PLAZA | OMAHA | NE | 68154 | Executive Assistant | 40.000 | $83,365 | $38,959 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Prodigy Asset Management LLC | |||||
| 13710 FNB Pkwy Suite 205 | OMAHA | NE | 68154 | Investment Advisor | $1,133,542 |
| BNY Mellon NA | |||||
| Box 223230 | Pittsburgh | PA | 152512230 | Investment Custodian | $237,633 |
| Eagle Capital Management LLC | |||||
| 499 Park Avenue 17th Floor | New York | NY | 10022 | Investment Manager | $211,947 |
| Edgewood Management LLC | |||||
| 535 Madison Ave 15th Floor | New York | NY | 10022 | Investment Manager | $200,323 |
| Blue Cross Blue Shield of Nebraska | |||||
| PO Box 3801 | Omaha | NE | 681030801 | Insurance | $196,025 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 4 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Description2 | NONE | Description2Txt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $748,282,199 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,765,433 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,766,302 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $782,813,934 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $782,813,934 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,742,209 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $771,071,725 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,553,586 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,553,586 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $303,338 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $303,338 | TotalTaxAmt |
| Distributable Before Adj | $38,250,248 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $500,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $38,750,248 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $38,750,248 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,547,077 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $38,547,077 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,750,248 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,793,072 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $38,547,077 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,793,072 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $31,754,005 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $6,996,243 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KIMBERLY YUNGTUM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15000 VALMONT PLAZA SUITE 202 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4029334663 | RecipientPhoneNum |
| Form And Info And Materials | SEE EXHIBIT I - GRANT APPLICATION PROCEDURES AND AGREEMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIMARILY FOR ORGANIZATIONS IN THE STATE OF NEBRASKA, PARTICULARLY IN THE GREATER OMAHA AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (113 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Ballet Nebraska | |||||||
| 1001 S 6th Street | Council Bluffs | IA | 51501 | none | PC | General Operating Support | $50,000 |
| Angels Among Us | |||||||
| 220 North 89th Street | Omaha | NE | 68114 | none | PC | Capital Project Support | $40,000 |
| Aqua-Africa Inc | |||||||
| 1111 N 13th St Suite 136A | Omaha | NE | 68102 | none | PC | Program Support | $25,000 |
| Aqua-Africa Inc | |||||||
| 1111 N 13th St Suite 136A | Omaha | NE | 68102 | none | PC | General Operating Support | $50,000 |
| Association of Fundraising Professionals | |||||||
| Po Box 24133 | Omaha | NE | 68124 | none | PC | General Operating Support | $5,000 |
| At Ease USA | |||||||
| 10605 Burt Circle | Omaha | NE | 68114 | none | PC | General Operating Support | $50,000 |
| Autism Action Partnership | |||||||
| 10909 Mill Valley Road 205 | Omaha | NE | 68154 | none | PC | General Operating Support | $50,000 |
| Bemis Center For Contemporary Arts | |||||||
| 724 South 12th Street | Omaha | NE | 68102 | none | PC | General Operating Support | $50,000 |
| Big Brothers Big Sisters of the Midlands | |||||||
| 1209 Harney Street | Omaha | NE | 68102 | none | PC | General Operating Support | $50,000 |
| Boys & Girls Clubs of the Midlands | |||||||
| 2610 Hamilton Street | Omaha | NE | 68131 | none | PC | General Operating Support | $200,000 |
| Boys & Girls Clubs of the Midlands | |||||||
| 2610 Hamilton Street | Omaha | NE | 68131 | none | PC | Program Support | $250,000 |
| Father Flanagans Boys Home | |||||||
| 14100 Crawford Street | Boys Town | NE | 68010 | none | PC | Capital Project Support | $500,000 |
| Lincoln-Lancaster County Child Advocacy Center | |||||||
| 5025 Garland St | Lincoln | NE | 68504 | none | PC | Capital Project Support | $300,000 |
| Central Community College Foundation Inc | |||||||
| 201 Foundation Place Suite 200 | Hastings | NE | 68901 | none | PC | Capital Project Support | $150,000 |
| Chicano Awareness Center Inc | |||||||
| 4821 S 24th Street | Omaha | NE | 68107 | none | PC | General Operating Support | $75,000 |
| Child Saving Institute Inc | |||||||
| 4545 Dodge St | Omaha | NE | 68132 | none | PC | General Operating Support | $50,000 |
| Childrens Scholarship Fund of Omaha | |||||||
| 7837 Chicago Plaza | Omaha | NE | 68114 | none | PC | Program Support | $150,000 |
| City of Humphrey NE | |||||||
| PO Box 486 | Humphrey | NE | 68642 | none | GOV | Capital Project Support | $150,000 |
| City of Milford NE | |||||||
| PO Box 13 | Milford | NE | 68405 | none | GOV | Capital Project Support | $75,000 |
| City of Omaha | |||||||
| 1819 Farnam Street STE 1007 | Omaha | NE | 68183 | none | GOV | Capital Project Support | $60,000 |
| City of Omaha Police Foundation Inc | |||||||
| PO Box 540752 | Omaha | NE | 68154 | none | PC | Program Support | $143,750 |
| City of Ravenna NE | |||||||
| 416 Grand Ave | Ravenna | NE | 68869 | none | GOV | Capital Project Support | $65,000 |
| Collective For Youth | |||||||
| 105 N 31st Ave Suite 103 | Omaha | NE | 68131 | none | PC | General Operating Support | $75,000 |
| College of St Mary | |||||||
| 7000 Mercy Rd | Omaha | NE | 68106 | none | PC | Capital Project Support | $1,000,000 |
| Completely Kids | |||||||
| 2566 St Marys Ave | Omaha | NE | 68105 | none | PC | Capital Project Support | $400,000 |
| Completely Kids | |||||||
| 2566 St Marys Ave | Omaha | NE | 68105 | none | PC | General Operating Support | $150,000 |
| Platte River Whooping Crane Maintenance Trust Inc | |||||||
| 6611 West Whooping Crane Drive | Wood River | NE | 68883 | none | SO I | Capital Project Support | $200,000 |
| Creighton University | |||||||
| 2500 California Plaza | Omaha | NE | 68178 | none | PC | Capital Project Support | $300,000 |
| Creighton University | |||||||
| 2500 California Plaza | Omaha | NE | 68178 | none | PC | Program Support | $720,000 |
| Downtown Omaha Inc Foundation | |||||||
| PO Box 8252 | Omaha | NE | 68108 | none | PC | Program Support | $25,000 |
| Downtown Riverfront Trust | |||||||
| c/o Heritage Services | Omaha | NE | 68114 | none | PC | Capital Project Support | $10,000,000 |
| Emerson Veterans Memorial Park Committee | |||||||
| 511 State St | Emerson | NE | 68733 | none | PC | Capital Project Support | $40,000 |
| Family Housing Advisory Services Inc | |||||||
| 2401 Lake Street | OMAHA | NE | 68111 | none | PC | General Operating Support | $50,000 |
| Film Streams Inc | |||||||
| 1340 Mike Fahey St | Omaha | NE | 68102 | none | PC | General Operating Support | $50,000 |
| Fontenelle Forest | |||||||
| 1111 Bellevue Boulevard North | Bellevue | NE | 68005 | none | PC | General Operating Support | $50,000 |
| Girls Incorporated of Omaha | |||||||
| 2811 N 45th St | Omaha | NE | 68104 | none | PC | General Operating Support | $100,000 |
| Girls Incorporated of Omaha | |||||||
| 2811 N 45th St | Omaha | NE | 68104 | none | PC | Capital Project Support | $230,260 |
| Habitat for Humanity of Omaha Inc | |||||||
| 1701 N 24th St | Omaha | NE | 68110 | none | PC | Program Support | $200,000 |
| YMCA of Hastings Nebraska | |||||||
| 1430 West 16th Street | Hastings | NE | 68901 | none | PC | Capital Project Support | $250,000 |
| Heart Ministry Center Inc | |||||||
| 2222 Binney St | Omaha | NE | 68110 | none | PC | Capital Project Support | $50,000 |
| Heartland Family Service | |||||||
| 2101 S 42nd St | Omaha | NE | 68105 | none | PC | Program Support | $50,000 |
| Heritage Services | |||||||
| 10050 Regency Circle | Omaha | NE | 68114 | none | PC | Capital Project Support | $1,000,000 |
| Heritage Services | |||||||
| 10050 Regency Circle | Omaha | NE | 68114 | none | PC | Program Support | $250,000 |
| Hope Harbor Inc | |||||||
| 615 W 1st Street | Grand Island | NE | 68801 | none | PC | General Operating Support | $25,000 |
| Justice for Our Neighbors Nebraska | |||||||
| 4223 Center Street | Omaha | NE | 68105 | none | PC | General Operating Support | $100,000 |
| Kearney Area Community Foundation | |||||||
| 412 W 48th 12 | Kearney | NE | 68845 | none | PC | Capital Project Support | $85,000 |
| Kids Can Community Center | |||||||
| 4768 Q Street | Omaha | NE | 68117 | none | PC | General Operating Support | $50,000 |
| Lake Cunningham Development Trust | |||||||
| 8305 Rainwood Road | Omaha | NE | 68122 | none | PC | General Operating Support | $100,000 |
| Omaha Botanical Center Inc | |||||||
| 100 Bancroft Street | Omaha | NE | 68108 | none | PC | Program Support | $25,000 |
| Legal Aid of Nebraska | |||||||
| 209 S 19th Street Suite 200 | Omaha | NE | 68102 | none | PC | General Operating Support | $50,000 |
| Lincoln Literacy Council | |||||||
| 1023 Lincoln Mall | Lincoln | NE | 68508 | none | PC | General Operating Support | $20,000 |
| The Madonna Foundation | |||||||
| 5401 South Street | Lincoln | NE | 68506 | none | PC | Program Support | $250,000 |
| Merrymakers Association | |||||||
| 12020 Shamrock Plaza Ste 200 | Omaha | NE | 68154 | none | PC | General Operating Support | $25,000 |
| Metropolitan Area Continuum of Care for the Homeless | |||||||
| 6001 Dodge Street | Omaha | NE | 68182 | none | PC | General Operating Support | $25,000 |
| Metropolitan Community College Foundation | |||||||
| Fort Omaha Campus Building 12S | Omaha | NE | 68103 | none | PC | Program Support | $200,000 |
| Metropolitan Community College Foundation | |||||||
| Fort Omaha Campus Building 12S | Omaha | NE | 68103 | none | PC | Capital Project Support | $1,000,000 |
| National Audubon Society Inc | |||||||
| 11205 Wright Circle | Omaha | NE | 68144 | none | PC | General Operating Support | $25,000 |
| National Audubon Society Inc | |||||||
| 11205 Wright Circle | Omaha | NE | 68144 | none | PC | Capital Project Support | $50,000 |
| Nebraska Alliance of Child Advocacy Centers | |||||||
| 11949 Q Street | Omaha | NE | 68137 | none | PC | General Operating Support | $25,000 |
| Nebraska Children and Families Foundation | |||||||
| 215 Centennial Mall South | Lincoln | NE | 68508 | none | PC | Program Support | $100,000 |
| Nebraska City Veterans Memorial Building Project | |||||||
| PO Box 121 | Nebraska City | NE | 68410 | none | PC | Capital Project Support | $25,000 |
| Nebraska Cultural Endowment | |||||||
| 1004 Farnam Street Plaza Level | Omaha | NE | 68102 | none | PC | General Operating Support | $50,000 |
| Nebraska Game and Parks Foundation | |||||||
| PO Box 36 | Waverly | NE | 68003 | none | PC | Capital Project Support | $200,000 |
| Nebraska Humane Society | |||||||
| 8929 Fort Street | Omaha | NE | 68134 | none | PC | Program Support | $100,000 |
| Nebraska State Historical Society Foundation | |||||||
| 1201 Lincoln Mall Suite 100 | Lincoln | NE | 68508 | none | PC | CAPITAL PROJECT SUPPORT | $250,000 |
| Northstar Foundation | |||||||
| 4242 N 49th Avenue | Omaha | NE | 68104 | none | PC | Capital Project Support | $750,000 |
| Northstar Foundation | |||||||
| 4242 N 49th Avenue | Omaha | NE | 68104 | none | PC | General Operating Support | $150,000 |
| Ollie Webb Center Inc | |||||||
| 1941 S 42nd Street Suite 122 | Omaha | NE | 68105 | none | PC | General Operating Support | $40,000 |
| Omaha Childrens Museum Inc | |||||||
| 500 South 20 Street | Omaha | NE | 68102 | none | PC | General Operating Support | $50,000 |
| Omaha Community Foundation | |||||||
| 1120 S 101st St | Omaha | NE | 68124 | none | PC | Program Support | $25,000 |
| Omaha Conservatory of Music | |||||||
| 7023 Cass Street | Omaha | NE | 68132 | none | PC | Program Support | $65,000 |
| Omaha Equestrian Foundation | |||||||
| 1004 Farnam Street Suite 100 | Omaha | NE | 68102 | none | PC | Program Support | $250,000 |
| Omaha Home for Boys | |||||||
| 4343 N 52nd Street | Omaha | NE | 68104 | none | PC | General Operating Support | $25,000 |
| Omaha Shelter For Homeless Trust | |||||||
| 10050 Regency Circle Suite 101 | Omaha | NE | 68114 | none | PC | Capital Project Support | $1,000,000 |
| Omaha Summer Arts Festival Inc | |||||||
| PO Box 31036 | Omaha | NE | 68131 | none | PC | Program Support | $20,000 |
| Oneworld Community Health Centers Inc | |||||||
| 4920 South 30th Street Suite 103 | Omaha | NE | 68107 | none | PC | Program Support | $125,000 |
| OPAS Foundation | |||||||
| 1200 Douglas Street | Omaha | NE | 68102 | none | PC | Capital Project Support | $2,000,000 |
| Opera Omaha Inc | |||||||
| 1850 Farnam Street | Omaha | NE | 68102 | none | PC | Program Support | $60,000 |
| Opera Omaha Inc | |||||||
| 1850 Farnam Street | Omaha | NE | 68102 | none | PC | General Operating Support | $250,000 |
| Police Athletics for Community Engagement | |||||||
| 5105 South 37th Street | Omaha | NE | 68107 | none | PC | General Operating Support | $105,000 |
| Pottawattamie Arts Culture & Entertainment | |||||||
| 1001 South 6th Street | Council Bluffs | IA | 51501 | none | PC | General Operating Support | $75,000 |
| Project Harmony-Haven for Abuse Response Members Serving Our | |||||||
| 11949 Q St | Omaha | NE | 68137 | none | PC | Capital Project Support | $250,000 |
| Project Harmony-Haven for Abuse Response Members Serving Our | |||||||
| 11949 Q St | Omaha | NE | 68137 | none | PC | Program Support | $300,000 |
| Project Houseworks | |||||||
| 2316 S 24th St | Omaha | NE | 68108 | none | PC | Program Support | $50,000 |
| Project Houseworks | |||||||
| 2316 S 24th St | Omaha | NE | 68108 | none | PC | Capital Project Support | $30,000 |
| Nebraska Youth Justice Initiative | |||||||
| PO Box 4374 | Omaha | NE | 68104 | none | PC | Capital Project Support | $750,000 |
| Rise Academy | |||||||
| 3555 Farnam Street | Omaha | NE | 68131 | none | PC | General Operating Support | $200,000 |
| Roam Share | |||||||
| 1144 N 11th Street Suite B | Omaha | NE | 68102 | none | PC | General Operating Support | $15,000 |
| Roam Share | |||||||
| 1144 N 11th Street Suite B | Omaha | NE | 68102 | none | PC | Program Support | $40,000 |
| Rock County Nebraska | |||||||
| 400 State Street | Bassett | NE | 68714 | none | GOV | Capital Project Support | $40,000 |
| Ronald Mcdonald House Charities in Omaha Inc | |||||||
| 620 S 38th Avenue | Omaha | NE | 68105 | none | PC | General Operating Support | $50,000 |
| Santa Monica Inc | |||||||
| 401 South 39th Street | Omaha | NE | 68131 | none | PC | General Operating Support | $25,000 |
| Santa Monica Inc | |||||||
| 401 South 39th Street | Omaha | NE | 68131 | none | PC | General Operating Support | $15,000 |
| Saving Grace Perishable Food Rescue Inc | |||||||
| 4611 South 96th Street Suite 154 | Omaha | NE | 68127 | none | PC | General Operating Support | $40,000 |
| Seal-Naval Special Warfare Foundation-San Diego | |||||||
| 300 Carlsbad Village Drive | Carlsbad | CA | 92008 | none | PC | Program Support | $25,000 |
| Share Omaha | |||||||
| 1402 Jones Street | Omaha | NE | 68102 | none | PC | General Operating Support | $125,000 |
| Share Omaha | |||||||
| 1402 Jones Street | Omaha | NE | 68102 | none | PC | Capital Project Support | $50,000 |
| Sheltering Tree Inc | |||||||
| PO Box 4990 | Omaha | NE | 68104 | none | PC | Capital Project Support | $500,000 |
| Siena Francis House | |||||||
| 1401 N 18th Street | Omaha | NE | 68102 | none | PC | General Operating Support | $100,000 |
| Spark | |||||||
| 1111 N 13th Street 311 | Omaha | NE | 68102 | none | PC | General Operating Support | $25,000 |
| Special Olympics Nebraska Inc | |||||||
| 9427 F St | Omaha | NE | 68127 | none | PC | General Operating Support | $50,000 |
| Stephen Center Inc | |||||||
| 2723 Q Street | Omaha | NE | 68107 | none | PC | General Operating Support | $50,000 |
| Strategic Air Command & Aerospace Museum | |||||||
| 28210 West Park Highway | Ashland | NE | 68003 | none | PC | Capital Project Support | $500,000 |
| Teammates Mentoring Program | |||||||
| 11615 Centennial Road | LaVista | NE | 68128 | none | PC | General Operating Support | $100,000 |
| The Durham Museum | |||||||
| 801 S 10th St | Omaha | NE | 68108 | none | PC | Capital Project Support | $150,000 |
| Simple Foundation | |||||||
| 3003 Q Street | Omaha | NE | 68107 | none | PC | General Operating Support | $50,000 |
| Together Inc of Metropolitian Omaha | |||||||
| 812 S 24th Street | Omaha | NE | 68108 | none | PC | General Operating Support | $150,000 |
| United Way of the Midlands | |||||||
| 2201 Farnam Street | Omaha | NE | 68102 | none | PC | Program Support | $380,000 |
| University of Nebraska Foundation | |||||||
| 1010 Lincoln Mall Suite 300 | Lincoln | NE | 68508 | none | PC | Program Support | $3,855,000 |
| University of Nebraska Foundation | |||||||
| 1010 Lincoln Mall Suite 300 | Lincoln | NE | 68508 | none | PC | Capital Project Support | $2,500,000 |
| Womens Center for Advancement | |||||||
| 3801 Harney St | Omaha | NE | 68131 | none | PC | General Operating Support | $100,000 |
| Ymca of Greater Omaha | |||||||
| 430 South 20th St | Omaha | NE | 68102 | none | PC | Capital Project Support | $500,000 |
| Youth Emergency Services Inc | |||||||
| 2566 Farnam Street | Omaha | NE | 68131 | none | PC | General Operating Support | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,554,010 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Heart Association Inc | |||||||
| 9900 Nicholas Street Suite 200 | Omaha | NE | 68114 | none | PC | General Operating Support | $100,000 |
| Autism Action Partnership | |||||||
| 10909 Mill Valley Road 205 | Omaha | NE | 68154 | none | PC | General Operating Support | $100,000 |
| Big Brothers Big Sisters of the Midlands | |||||||
| 1209 Harney Street | Omaha | NE | 68102 | none | PC | General Operating Support | $100,000 |
| Bone Creek Art Museum | |||||||
| 575 E St | David City | NE | 68632 | none | PC | Capital Support | $500,000 |
| Brownell Talbot School | |||||||
| 400 N Happy Hollow Blvd | Omaha | NE | 68132 | none | PC | Capital Support | $250,000 |
| Cedars Home for Children Foundation Inc | |||||||
| 6601 Pioneers Blvd | Lincoln | NE | 68506 | none | PC | Capital Support | $100,000 |
| Chicano Awareness Center Inc | |||||||
| 4821 S 24th Street | Omaha | NE | 68107 | none | PC | General Operating Support | $150,000 |
| Child Saving Institute Inc | |||||||
| 4545 Dodge St | Omaha | NE | 68132 | none | PC | Capital Support | $3,000,000 |
| City of Fort Calhoun NE | |||||||
| 110 S 14th St | Fort Calhoun | NE | 68023 | none | GOV | Capital Support | $50,000 |
| City of Humphrey NE | |||||||
| PO Box 486 | Humphrey | NE | 68642 | none | GOV | Capital Support | $50,000 |
| City of Wood River NE | |||||||
| 108 W 10th St | Wood River | NE | 68883 | none | GOV | Capital Support | $250,000 |
| Community Information Trust | |||||||
| 10050 Regency Cir Ste 101 | Omaha | NE | 68114 | none | PC | Capital Support | $15,000,000 |
| Fontenelle Forest | |||||||
| 1111 Bellevue Boulevard North | Bellevue | NE | 68005 | none | PC | General Operating Support | $100,000 |
| Food Bank Of Lincoln Inc | |||||||
| 1221 Kingbird Road | Lincoln | NE | 68521 | none | PC | General Operating Support | $300,000 |
| Fort Atkinson Foundation | |||||||
| Po Box 432 | Fort Calhoun | NE | 68023 | none | PC | Capital Support | $50,000 |
| Garfield County Frontier Fair Association | |||||||
| Po Box 711 | Burwell | NE | 68823 | none | PC | Capital Support | $250,000 |
| Girls Incorporated of Omaha | |||||||
| 2811 N 45th St | Omaha | NE | 68104 | none | PC | General Operating Support | $200,000 |
| Habitat for Humanity International Inc | |||||||
| 1701 N 24th St | Omaha | NE | 68110 | none | PC | Capital Support | $1,000,000 |
| Heart Ministry Center Inc | |||||||
| 2222 Binney St | Omaha | NE | 68110 | none | PC | General Operating Support | $225,000 |
| Howard County Medical Center Foundation | |||||||
| 1113 Sherman St | St Paul | NE | 68873 | none | PC | Capital Support | $250,000 |
| Imagine Inclusion Inc | |||||||
| 15733 Capitol Ave | Omaha | NE | 68118 | none | PC | Capital Support | $125,000 |
| Justice for Our Neighbors Nebraska | |||||||
| 4223 Center Street | Omaha | NE | 68105 | none | PC | Capital Support | $1,000,000 |
| Intercultural Senior Center | |||||||
| 5545 Center Street | Omaha | NE | 68106 | none | PC | General Operating Support | $225,000 |
| Lake Cunningham Development Trust | |||||||
| 8305 Rainwood Road | Omaha | NE | 68122 | none | PC | General Operating Support | $200,000 |
| Omaha Botanical Center Inc | |||||||
| 100 Bancroft Street | Omaha | NE | 68108 | none | PC | Capital Support | $1,000,000 |
| Madonna School | |||||||
| 6402 N 71st St | Omaha | NE | 68104 | none | PC | Capital Support | $500,000 |
| Metropolitan Entertainment & Convention Authority | |||||||
| 455 N 10th St | Omaha | NE | 68102 | none | PC | Capital Support | $15,000,000 |
| Metropolitan Community College Foundation | |||||||
| Fort Omaha Campus Building 12S | Omaha | NE | 68103 | none | PC | Capital Support | $300,000 |
| National Audubon Society Inc | |||||||
| 11205 Wright Circle | Omaha | NE | 68144 | none | PC | Capital Support | $1,000,000 |
| Nebraska Children and Families Foundation | |||||||
| 215 Centennial Mall South | Lincoln | NE | 68508 | none | PC | Program Support | $200,000 |
| Nebraska Community Foundation | |||||||
| PO Box 83107 | Lincoln | NE | 68501 | none | PC | Capital Support | $300,000 |
| Nonprofit Association Of The Midlands | |||||||
| 1111 North 13th St | Omaha | NE | 68102 | none | PC | General Operating Support | $90,000 |
| Omaha Community Foundation | |||||||
| 1120 S 101st St | Omaha | NE | 68124 | none | PC | Capital Support | $100,000 |
| Omaha Community Playhouse | |||||||
| 6915 Cass Street | Omaha | NE | 68132 | none | PC | Capital Support | $750,000 |
| Omaha Theater Company | |||||||
| 2001 Farnam Street | Omaha | NE | 68102 | none | PC | General Operating Support | $150,000 |
| Omaha Zoo Foundation | |||||||
| 3701 South 10th Street | Omaha | NE | 68107 | none | PC | Capital Support | $5,000,000 |
| Opas Foundation | |||||||
| 1200 Douglas Street | Omaha | NE | 68102 | none | PC | Capital Support | $5,000,000 |
| Opera Omaha Inc | |||||||
| 1850 Farnam Street | Omaha | NE | 68102 | none | PC | General Operating Support | $300,000 |
| Pottawattamie Arts Culture & Entertainment | |||||||
| 1001 South 6th Street | Council Bluffs | IA | 51501 | none | PC | General Operating Support | $150,000 |
| Rise Academy | |||||||
| 3555 Farnam Street | Omaha | NE | 68131 | none | PC | General Operating Support | $400,000 |
| Roam Share | |||||||
| 1144 N 11th Street Suite B | Omaha | NE | 68102 | none | PC | Program Support | $80,000 |
| Saving Grace Perishable Food Rescue Inc | |||||||
| 4611 South 96th Street Suite 154 | Omaha | NE | 68127 | none | PC | General Operating Support | $80,000 |
| Seward Changing the Game Inc | |||||||
| 125 S 6th St | Seward | NE | 68434 | none | PC | Capital Support | $750,000 |
| Siouxland Tennis Association Inc | |||||||
| 1500 Riverview Drive | South Sioux City | NE | 68776 | none | PC | Capital Support | $150,000 |
| Stephen Center Inc | |||||||
| 2723 Q Street | Omaha | NE | 68107 | none | PC | General Operating Support | $100,000 |
| The Salvation Army | |||||||
| 10755 Burt Street | Omaha | NE | 68114 | none | PC | Capital Support | $2,500,000 |
| Together Inc of Metropolitian Omaha | |||||||
| 812 S 24th Street | Omaha | NE | 68108 | none | PC | General Operating Support | $300,000 |
| University of Nebraska Foundation | |||||||
| 1010 Lincoln Mall Suite 300 | Lincoln | NE | 68508 | none | PC | Program Support | $100,000 |
| University of Nebraska Foundation | |||||||
| 1010 Lincoln Mall Suite 300 | Lincoln | NE | 68508 | none | PC | Capital Support | $2,500,000 |
| Village of Ceresco NE | |||||||
| 217 South 2nd St | Ceresco | NE | 68017 | none | GOV | Capital Support | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $60,425,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,500,317 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,151,385 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,016,164 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PARTNERSHIP INCOME | 14 | $13,854,096 |
| NET RENTAL REAL ESTATE LOSS | 17 | -$369,007 |
| GRANT RECOVERIES | 1 | $500,000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $36,652,955 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,652,955 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $67,600 | Amt |
| Net Investment Income | $60,840 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,760 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LEASEHOLD IMPROVMENTS & EQUIPMENT | PropertyDesc |
| Acquired | 2020-01-01 | AcquiredDt |
| Cost Or Other Basis | $2,625,973 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $693,718 | PriorYearDepreciationAmt |
| Current Year Expense | $253,831 | CurrentYearExpenseAmt |
| Net Investment Income | $253,831 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GLOBAL EQUITIES | FMV | $372,635,412 | $372,635,412 |
| ABSOLUTE RETURN FUNDS | FMV | $110,360,812 | $110,360,812 |
| LONG/SHORT FUNDS | FMV | $6,018,948 | $6,018,948 |
| PRIVATE EQUITY FUNDS | FMV | $117,693,517 | $117,693,517 |
| PRIVATE EQUITY ENERGY FUNDS | FMV | $48,232,548 | $48,232,548 |
| PRIVATE EQUITY RE FUNDS | FMV | $23,097,471 | $23,097,471 |
| FIXED INCOME | FMV | $93,587,716 | $93,587,716 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $2,145,615 | $874,378 | $1,271,237 | $1,271,237 |
| EQUIPMENT & OTHER ASSETS | $466,551 | $0 | $466,551 | $466,551 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $22,329 | LegalFeesAmt |
| Net Investment Income | $20,096 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,233 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLE | Desc |
| BOY Book Value | $18,419,352 | BOYBookValueAmt |
| EOY Book Value | $225,852 | EOYBookValueAmt |
| EOYFMV | $225,852 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX > BOOK PASS-THROUGH INCOME/LOSS | Desc |
| Amt | $8,854,196 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $43,288 | $8,658 | $0 | $34,630 |
| SUPPLIES | $13,920 | $2,784 | $0 | $11,136 |
| MISCELLANEOUS EXPENSE | $5,168 | $1,034 | $0 | $4,134 |
| OTHER PROGRAM FEES | $141,956 | $0 | $0 | $141,956 |
| OTHER INVESTMENT EXPENSES | $7,845,233 | $7,813,847 | $0 | $0 |
| MARKETING | $500 | $100 | $0 | $400 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $13,854,096 | $13,854,096 | $0 |
| NET RENTAL REAL ESTATE LOSS | -$369,007 | -$369,007 | $0 |
| GRANT RECOVERIES | $500,000 | $0 | $500,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $38,783,618 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BOOKKEEPING FEES | $6,686 | $1,337 | $0 | $5,349 |
| INVESTMENT SERVICE FEES | $4,858,862 | $4,858,862 | $0 | $0 |
| INFORMATION TECHNOLOGY FEES | $74,992 | $14,998 | $0 | $59,994 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $71,921 | $14,384 | $0 | $57,537 |
| EXCISE TAXES | $330,000 | $0 | $0 | $0 |
| FOREIGN TAXES | $299,488 | $299,488 | $0 | $0 |
| STATE INCOME TAXES | $17,995 | $17,995 | $0 | $0 |