BERKSHIRE HATHAWAY ENERGY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BERKSHIRE HATHAWAY ENERGY FOUNDATION (EIN 47-3577741)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202333189349105723
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T17:03:08-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473577741 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berkshire Hathaway Energy Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CORPORATE ACCOUNTING | InCareOfNm |
| Business Name Control | BERK | BusinessNameControlTxt |
| Phone | 5152424201 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 657 DMR27 | AddressLine1Txt |
| City | Des Moines | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 503060657 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN HALE | PersonNm |
| Person Title | VP-Taxation | PersonTitleTxt |
| Phone | 5152812789 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JONATHAN | PersonFirstNm |
| Person Last | HALE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $64,595,350 | 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 | $10,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,041,725 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,041,725 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $526,864 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,460,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $526,864 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,568,589 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,568,589 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $36,643 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $36,643 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,356,754 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,356,754 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,393,397 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,356,754 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,175,192 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,568,589 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,154,872 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,706,474 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,706,474 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $68,209,750 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $62,888,876 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $62,888,876 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $70,364,622 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,595,350 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $64,595,350 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $3,000,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $4,000,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $3,000,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,000,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $67,364,622 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $60,595,350 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $67,364,622 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $60,595,350 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $70,364,622 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $64,595,350 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $67,364,622 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,175,192 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$12,944,464 | OtherIncreasesAmt |
| Subtotal | $60,595,350 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $60,595,350 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VANGUARD FUNDS - LONG TERM | PropertyDesc |
| Gross Sales Price | $3,463,468 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,945,607 | CostOrOtherBasisAmt |
| Gain Or Loss | $517,861 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $517,861 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $526,864 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,803 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $21,803 | SubtotalAmt |
| Tax Based On Investment Income | $21,803 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,527 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $29,527 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,724 | OverpaymentAmt |
| Applied To ES Tax | $7,724 | AppliedToESTaxAmt |
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 |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORPORATE ACCOUNTING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5152812652 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 666 GRAND AVE DM28 | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 503060657 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| Onnalee K Kelley | |||||||||
| 666 Grand Ave | PO Box 657 | Des Moines | IA | 503060657 | President/Director | 1.0 | $0 | $0 | $0 |
| Calvin D Haack | |||||||||
| 666 Grand Ave | PO Box 657 | Des Moines | IA | 503060657 | Treasurer/Director | 1.0 | $0 | $0 | $0 |
| Jonathan D Hale | |||||||||
| 666 Grand Ave | PO Box 657 | Des Moines | IA | 503060657 | V.P. Taxation | 1.0 | $0 | $0 | $0 |
| Natalie L Hocken | |||||||||
| 666 Grand Ave | PO Box 657 | Des Moines | IA | 503060657 | Director | 1.0 | $0 | $0 | $0 |
| Jeffery B Erb | |||||||||
| 825 NE Multnomah | Suite 2000 | Portland | OR | 97232 | Secretary | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $59,284,852 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,947,286 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $61,232,138 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $61,232,138 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $918,482 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $60,313,656 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,015,683 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,015,683 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,803 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,803 | TotalTaxAmt |
| Distributable Before Adj | $2,993,880 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,993,880 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,993,880 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,356,754 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,356,754 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,993,880 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $42,159 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $334,772 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $376,931 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,356,754 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,993,880 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,362,874 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,739,805 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $42,159 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,697,646 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $334,772 | ExcessFromYear1Amt |
| Excess From Current Year | $1,362,874 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
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 | Berkshire Hathaway Energy FndnBOD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 657 DMR27 | AddressLine1Txt |
| City | Des Moines | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5152424201 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST INCLUDING AMOUNT REQUESTED, PURPOSE OF ORGANIZATION AND INTENDED USE OF THE REQUESTED FUNDS. THE BOARD RESERVES THE RIGHT TO REQUEST ADDITIONAL INFORMATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | DISCRETION OF THE BOARD OF DIRECTORS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 100 Black Men of Omaha | |||||||||||||
| 2221 North 24th Street | Omaha | NE | 68110 | NONE | PC | General Support | $1,000 | ||||||
| 100 Black Women of Omaha | |||||||||||||
| 2221 North 24th Street | Omaha | NE | 68110 | NONE | PC | General Support | $1,000 | ||||||
| American Indian Science & Engineering Society | |||||||||||||
| 6321 Riverside Plaza Lane NW | Alburquerque | NM | 87120 | NONE | PC | General Support | $30,000 | ||||||
| Boy Scouts of America WLACC | |||||||||||||
| 16525 Sherman Way C8 | Van Nuys | CA | 91406 | NONE | PC | General Support | $50,000 | ||||||
| Boys & Girls Club of Imperial Valley | |||||||||||||
| 165 S Plaza | Brawley | CA | 92227 | NONE | PC | General Support | $75,000 | ||||||
| Brawley Union High School | |||||||||||||
| 480 North Imperial Ave | Brawley | CA | 92227 | NONE | PC | General Support | $15,000 | ||||||
| Calipatria Unified School District | |||||||||||||
| 501 West Main St | Calipatria | CA | 92233 | NONE | PC | General Support | $30,782 | ||||||
| Hockey Foundation US | |||||||||||||
| 1775 Bob Johnson Drive | Colorado Springs | CO | 80906 | NONE | PC | General Support | $79,987 | ||||||
| Central SC Habitat for Humanity | |||||||||||||
| 209 S Sumter St | Columbia | SC | 29201 | NONE | PC | General Support | $5,000 | ||||||
| Cody's Closet | |||||||||||||
| PO Box 807 | Herber | CA | 92249 | NONE | PC | General Support | $6,000 | ||||||
| Court Appointed Special Advocates of Imperial Coun | |||||||||||||
| 229 South 8th St | El Centro | CA | 92243 | NONE | PC | General Support | $25,000 | ||||||
| Foundation for Education | |||||||||||||
| 1398 sperber Rd | El Centro | CA | 92243 | NONE | PC | General Support | $30,000 | ||||||
| Freshwater Trust | |||||||||||||
| 700 SW Taylor St | Portland | OR | 97205 | NONE | PC | General Support | $50,000 | ||||||
| Friends of Bridgeport Recreation | |||||||||||||
| PO Box 1282 | Bridgeport | WV | 26330 | NONE | PC | General Support | $25,000 | ||||||
| Global Days of Service | |||||||||||||
| VARIOUS | VARIOUS | IA | 50309 | NONE | PC | General Support | $13,750 | ||||||
| Habitat for Humanity | |||||||||||||
| 1829 N 19th St | Philadelphia | PA | 19121 | NONE | PC | General Support | $50,000 | ||||||
| Horton's Kids Inc | |||||||||||||
| 400 Virgina Avenue | Washington | DC | 20020 | NONE | PC | General Support | $15,000 | SW Suite C-130 | |||||
| House2Home Inc | |||||||||||||
| 2503 Brockman Blvd | Ann Arbor | MI | 48104 | NONE | PC | General Support | $5,000 | ||||||
| Imperial Unified School District | |||||||||||||
| 219 North E St | Imperial | CA | 92251 | NONE | PC | General Support | $11,555 | ||||||
| Imperial Valley Community Foundation | |||||||||||||
| PO Box 2739 | El Centro | CA | 92244 | NONE | PC | General Support | $75,000 | ||||||
| Imperial Valley Cancer Support Center | |||||||||||||
| 205 W Legion Rd | Brawley | CA | 92227 | NONE | PC | General Support | $3,000 | ||||||
| Imperial Valley College | |||||||||||||
| 380 E Aten Rd | Imperial | CA | 92251 | NONE | PC | General Support | $65,000 | ||||||
| Imperial Valley Community Foundation | |||||||||||||
| PO Box 2739 | El Centro | CA | 92244 | NONE | PC | General Support | $25,000 | ||||||
| Imperial Valley Food Bank | |||||||||||||
| 486 W Aten Rd | Imperial | CA | 92251 | NONE | PC | General Support | $100,000 | ||||||
| Imperial Valley Wellness Foundation | |||||||||||||
| PO Box 3005 | El Centro | CA | 92244 | NONE | PC | General Support | $20,000 | ||||||
| Inspired Child | |||||||||||||
| 3823 37th Avenue South | Seattle | WA | 98118 | NONE | PC | General Support | $10,000 | ||||||
| Junior Achievement | |||||||||||||
| 6100 Grand Ave | Des Moines | IA | 50312 | NONE | PC | General Support | $20,000 | ||||||
| Lake Cunningham Development Trust | |||||||||||||
| 10340 North 84th St | Omaha | NE | 68122 | NONE | PC | General Support | $50,000 | ||||||
| Leukemia & Lymphona Society | |||||||||||||
| 3 International Dr | Rye Brook | NY | 10573 | NONE | PC | General Support | $5,000 | Ste 200 | |||||
| Mana De Imperial Valley | |||||||||||||
| PO Box 2945 | El Centro | CA | 92244 | NONE | PC | General Support | $5,000 | ||||||
| Mindspring | |||||||||||||
| 511 E 6th St | Des Moines | IA | 50309 | NONE | PC | General Support | $15,000 | Ste B | |||||
| Montana Historical Society | |||||||||||||
| 225 North Roberts St | Helena | MT | 59620 | NONE | PC | General Support | $500,000 | ||||||
| National Capital Area Council BSA | |||||||||||||
| 9190 Rockville Pike | Bethesda | MD | 20814 | NONE | PC | General Support | $15,000 | ||||||
| North American Gay Amateur Athletic Alliance | |||||||||||||
| 4228 Gochman St | Austin | TX | 78723 | NONE | PC | General Support | $5,000 | ||||||
| North End Alliance III | |||||||||||||
| PO Box 220 | Niland | CA | 92257 | NONE | PC | General Support | $5,000 | ||||||
| Omaha Zoo Foundation | |||||||||||||
| 3701 S 10th Street | Omaha | NE | 68107 | NONE | PC | General Support | $1,000,000 | ||||||
| OSTEM Inc | |||||||||||||
| 2885 Sanford Ave SW | Grandville | MI | 49418 | NONE | PC | General Support | $27,500 | ||||||
| Out to Innovate (OTI) | |||||||||||||
| PO Box 91803 | Pasadena | CA | 91109 | NONE | PC | General Support | $82,500 | ||||||
| OutNebraska | |||||||||||||
| 211 N 14th Street | Lincoln | NE | 68508 | NONE | PC | General Support | $10,000 | ||||||
| Partnership for the Future | |||||||||||||
| 4521 Highwoods Parkway | Glen Allen | VA | 23060 | NONE | PC | General Support | $15,000 | ||||||
| Patuxent Habitat for Humanity | |||||||||||||
| PO Box 452 | Lexington Park | MD | 20653 | NONE | PC | General Support | $5,000 | ||||||
| Phoenix Childrens Hospital Foundation | |||||||||||||
| 2929 E Camelback Rd Ste 122 | Phoenix | AZ | 85016 | NONE | PC | General Support | $80,000 | ||||||
| Project Iowa | |||||||||||||
| 1420 Mulberry St | Des Moines | IA | 50309 | NONE | PC | General Support | $10,000 | ||||||
| BHE Foundation Matching Gifts | |||||||||||||
| Various | Des Moines | IA | 50306 | NONE | PC | General Support | $39,714 | ||||||
| QLI | |||||||||||||
| 6404 N 70th Plz | Omaha | NE | 68104 | NONE | PC | General Support | $10,000 | ||||||
| Roosevelt Institute | |||||||||||||
| 570 Lexington Ave 5th Floor | New York | NY | 10022 | NONE | PC | General Support | $25,000 | ||||||
| Ryan Little League | |||||||||||||
| PO Box 22 | Ryan | IA | 52330 | NONE | PC | General Support | $50,000 | ||||||
| Salvation Army | |||||||||||||
| 10755 Burt Street | Omaha | NE | 68114 | NONE | PC | General Support | $15,000 | ||||||
| SC Chapter American Association | |||||||||||||
| PO Box 7696 | Columbia | SC | 29202 | NONE | PC | General Support | $5,000 | ||||||
| Self Help International | |||||||||||||
| 207 20th St NW | Waverly | IA | 50677 | NONE | PC | General Support | $1,250 | ||||||
| Society of Hispanic Professional Engineers | |||||||||||||
| 13181 Crossroads Parkway North | City of Industry | CA | 91746 | NONE | PC | General Support | $82,500 | ||||||
| Soldiers to Sidelines | |||||||||||||
| 8234 Burnley Rd | Townson | MD | 21204 | NONE | PC | General Support | $25,000 | ||||||
| Soroptimist International of the Americas | |||||||||||||
| PO Box 23 | El Centro | CA | 92244 | NONE | PC | General Support | $5,000 | ||||||
| Spookstock Foundation | |||||||||||||
| 15 E Market Street 878 | Leesburg | VA | 20178 | NONE | PC | General Support | $180,000 | ||||||
| Terry Less Wells Nevada Discovery Museum | |||||||||||||
| 490 South Center Street | Reno | NV | 89501 | NONE | PC | General Support | $30,000 | ||||||
| The Society of Asian Scientists and Engineers | |||||||||||||
| PO Box 11179 | Denver | CO | 80211 | NONE | PC | General Support | $127,500 | ||||||
| Transitional Youth | |||||||||||||
| 1500 NW 167th Place | Beaverton | OR | 97006 | NONE | PC | General Support | $50,000 | ||||||
| Tri-Faith Initiative | |||||||||||||
| 13136 Faith Plaza | Omaha | NE | 68144 | NONE | PC | General Support | $10,000 | ||||||
| United Way Alliance of MOV | |||||||||||||
| 404 Market Street | Parkersburg | WV | 52202 | NONE | PC | General Support | $510,000 | ||||||
| United Way of Calgary | |||||||||||||
| NONE | PC | General Support | $483,416 | 600-105 12 Ave SE | Calgary | AB | CA | T2G1A1 | |||||
| Veterans in Energy | |||||||||||||
| 5080 N 40 Street | Phoenix | AZ | 85018 | NONE | PC | General Support | $6,300 | ||||||
| Western Pennsylvania Conservancy | |||||||||||||
| 1067 Philadelphia St Ste 101 | Indiana | PA | 15701 | NONE | PC | General Support | $25,000 | ||||||
| WomanHaven | |||||||||||||
| PO Box 2219 | El Centro | CA | 92244 | NONE | PC | General Support | $4,000 | ||||||
| Zacharys Mission | |||||||||||||
| PO Box 841 | Greensburg | PA | 15601 | NONE | PC | General Support | $5,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,356,754 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Omaha Zoo | |||||||
| 3701 S 10th Street | Omaha | NE | 68107 | NONE | PC | ALASKA PROJECT | -$1,000,000 |
| Montana Historical Society | |||||||
| 225 North Roberts St | Helena | MT | 59620 | NONE | PC | Building Expansion | $2,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,041,725 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $526,864 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,568,589 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,568,589 | 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 | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT 38 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | SEE STATEMENT 38 | OrganizationTypeDesc |
| Relationship Description | SEE STATEMENT 38 | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Berkshire Hathaway Energy | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 666 Grand Avenue Suite 500 | AddressLine1Txt |
| City | Des Moines | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000,000 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
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
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD SHORT TERM FED ADM | FMV | $5,255,184 | $5,255,184 |
| VANGUARD SMALL CAP INX FUND | FMV | $7,619,611 | $7,619,611 |
| VANGUARD TOTAL BOND MKT IDX | FMV | $13,728,235 | $13,728,235 |
| VANGUARD TOTAL STK MKT IDX | FMV | $35,268,304 | $35,268,304 |
| VANGUARD FED MONEY MKT FUND | FMV | $11,634 | $11,634 |
| VANGUARD ONEOK PARTNERS | FMV | $492,745 | $492,745 |
| VANGUARD MONEY MKT FUND | FMV | $513,163 | $513,163 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| TAX GAIN VS. BOOK GAIN DIFFERENCE | $0 |
| VALUE OF GOODS RECEIVED FROM: | $0 |
| HORATIO ALGER FOUNDATION | $0 |
| OMAHA SYMPHONY | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON SECURITIES | Desc |
| Amt | -$12,944,464 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES CURRENT YEAR | CategoryTxt |
| Amt | $36,643 | Amt |