CLAIRE M HUBBARD FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CLAIRE M HUBBARD FOUNDATION (EIN 20-2364902)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2022-09-22
- IRS object ID
- 202232659349100318
- Schema version
- 2019v5.2
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-22T14:45:04-05:00 | ReturnTs |
| Tax Period End | 2020-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470625816 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTZ AND COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13616 CALIFORNIA ST STE 300 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 681545336 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202364902 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CLAIRE M HUBBARD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAI | BusinessNameControlTxt |
| Phone | 4029301040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4532 SO 163RD ST | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68135 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE M HUBBARD | PersonNm |
| Person Title | PRES/DIR | PersonTitleTxt |
| Phone | 4029301040 | PhoneNum |
| Signature | 2022-09-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN P KENNEY | PreparerPersonNm |
| PTIN | P00056212 | PTIN |
| Phone | 4024968800 | PhoneNum |
| Preparation | 2022-09-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $42,459,454 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,149,344 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $992 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,661 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $515,367 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $810,545 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $695,627 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,139,212 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $695,627 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,361,330 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,510,833 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,611 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $8,611 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $163,812 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $163,812 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $435 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $435 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $175,858 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $172,858 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,678,063 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,678,063 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,853,921 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $172,858 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,678,063 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,492,591 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,337,975 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,076,955 | CashBOYAmt |
| Cash EOY | $1,676,561 | CashEOYAmt |
| Cash EOYFMV | $1,676,561 | CashEOYFMVAmt |
| Corporate Stock BOY | $25,283,685 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,660,410 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $40,782,893 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $26,360,640 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,336,971 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,459,454 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $26,360,640 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,336,971 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,360,640 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,336,971 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,360,640 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,336,971 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,360,640 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,492,591 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,545,877 | OtherIncreasesAmt |
| Subtotal | $23,413,926 | SubtotalAmt |
| Other Decreases | $76,955 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,336,971 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (92 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 GARP | 2019-10-28 | 2020-03-12 | $31,513 | $42,530 | -$11,017 | -$11,017 |
| INVESCO S&P 500 GARP | 2019-10-28 | 2020-03-06 | $471,116 | $519,074 | -$47,958 | -$47,958 |
| INVESCO S&P 500 GARP | 2019-10-28 | 2020-03-12 | $95,643 | $129,083 | -$33,440 | -$33,440 |
| INVESCO S&P 500 GARP | 2019-11-03 | 2020-03-06 | $1,895 | $2,128 | -$233 | -$233 |
| INVESCO S&P 500 GARP | 2019-11-04 | 2020-03-06 | $692,489 | $774,495 | -$82,006 | -$82,006 |
| INVESCO S&P 500 GARP | 2020-01-15 | 2020-03-06 | $13,643 | $16,083 | -$2,440 | -$2,440 |
| INVESCO S&P 500 GARP | 2020-02-04 | 2020-03-06 | $1,029 | $1,188 | -$159 | -$159 |
| ISHARES LONG-TERM | 2020-03-12 | 2020-03-13 | $593,750 | $552,159 | $41,591 | $41,591 |
| PIMCO 1-5 YEAR U.S. TIPS | 2018-07-27 | 2020-03-12 | $5,295 | $5,348 | -$53 | -$53 |
| PIMCO 1-5 YEAR U.S. TIPS | 2018-07-27 | 2020-03-12 | $166,268 | $167,938 | -$1,670 | -$1,670 |
| PIMCO 1-5 YEAR U.S. TIPS | 2019-01-04 | 2020-03-12 | $8,044 | $8,058 | -$14 | -$14 |
| SCHWAB SHORT-TERM U.S. | 2018-12-17 | 2020-03-16 | $22,716 | $21,944 | $772 | $772 |
| SCHWAB SHORT-TERM U.S. | 2018-12-17 | 2020-03-16 | $868,094 | $838,605 | $29,489 | $29,489 |
| ISHARES EDGE MSCI | 2017-01-04 | 2020-03-12 | $16,126 | $18,406 | -$2,280 | -$2,280 |
| ISHARES EDGE MSCI | 2017-01-24 | 2020-03-12 | $29,178 | $33,108 | -$3,930 | -$3,930 |
| ISHARES EDGE MSCI | 2018-01-04 | 2020-03-12 | $33,320 | $45,225 | -$11,905 | -$11,905 |
| ISHARES EDGE MSCI | 2018-01-09 | 2020-03-12 | $14,620 | $20,050 | -$5,430 | -$5,430 |
| ISHARES EDGE MSCI | 2018-02-23 | 2020-03-12 | $1,945 | $2,635 | -$690 | -$690 |
| ISHARES EDGE MSCI | 2019-01-04 | 2020-03-12 | $26,543 | $31,416 | -$4,873 | -$4,873 |
| ISHARES EDGE MSCI | 2019-10-15 | 2020-03-12 | $816 | $1,072 | -$256 | -$256 |
| ISHARES EDGE MSCI | 2019-11-04 | 2020-03-06 | $124,864 | $141,229 | -$16,365 | -$16,365 |
| ISHARES EDGE MSCI | 2019-11-04 | 2020-03-12 | $151,663 | $210,061 | -$58,398 | -$58,398 |
| ISHARES EDGE MSCI | 2020-01-15 | 2020-03-06 | $26,279 | $30,619 | -$4,340 | -$4,340 |
| ISHARES EDGE MSCI | 2020-02-04 | 2020-03-06 | $1,153 | $1,321 | -$168 | -$168 |
| SPDR BLOOMBERG BARCLAYS | 2020-02-11 | 2020-03-09 | $810,193 | $809,327 | $866 | $866 |
| SPDR BLOOMBERG BARCLAYS | 2020-02-11 | 2020-03-16 | $263,342 | $262,885 | $457 | $457 |
| FIDELITY NASDAQ | 2020-03-06 | 2020-04-21 | $168,086 | $171,222 | -$3,136 | -$3,136 |
| INVESCO QQQTR SER 1 | 2020-02-26 | 2020-04-21 | $159,803 | $168,291 | -$8,488 | -$8,488 |
| ISHARES RUSSELL TOP 200 | 2020-03-09 | 2020-04-21 | $690,827 | $707,255 | -$16,428 | -$16,428 |
| ISHARES EDGE MSCI | 2016-02-12 | 2020-04-21 | $456,385 | $379,673 | $76,712 | $76,712 |
| ISHARES EDGE MSCI | 2017-01-24 | 2020-04-21 | $181,898 | $197,366 | -$15,468 | -$15,468 |
| ISHARES IBOXX $ | 2020-03-20 | 2020-06-03 | $541,505 | $439,880 | $101,625 | $101,625 |
| ISHARES IBOXX $ | 2020-03-20 | 2020-06-12 | $590,792 | $478,322 | $112,470 | $112,470 |
| VANGUARD MEGA CAP 300 | 2015-04-09 | 2020-06-12 | $46,567 | $38,021 | $8,546 | $8,546 |
| VANGUARD MEGA CAP 300 | 2017-01-04 | 2020-06-12 | $64,158 | $58,866 | $5,292 | $5,292 |
| VANGUARD MEGA CAP 300 | 2018-01-04 | 2020-06-12 | $63,863 | $67,020 | -$3,157 | -$3,157 |
| VANGUARD MEGA CAP 300 | 2018-01-09 | 2020-06-12 | $27,866 | $29,538 | -$1,672 | -$1,672 |
| VANGUARD MEGA CAP 300 | 2018-02-23 | 2020-06-12 | $4,213 | $4,402 | -$189 | -$189 |
| VANGUARD MEGA CAP 300 | 2019-01-04 | 2020-06-12 | $62,828 | $61,200 | $1,628 | $1,628 |
| VANGUARD MEGA CAP 300 | 2019-10-15 | 2020-06-12 | $3,547 | $3,885 | -$338 | -$338 |
| ISHARES S&P 500 VALUE | 2018-12-19 | 2020-01-15 | $12,403 | $9,591 | $2,812 | $2,812 |
| ISHARES MORNINGSTAR | 2011-03-17 | 2020-01-15 | $37,970 | $11,352 | $26,618 | $26,618 |
| ISHARES SHORT TREASURY | 2018-09-07 | 2020-01-15 | $73,819 | $73,700 | $119 | $119 |
| VANGUARD MEGA CAP ETF | 2014-07-30 | 2020-01-15 | $1,026 | $610 | $416 | $416 |
| VANGUARD MEGA CAP 300 | 2009-07-30 | 2020-01-15 | $756 | $186 | $570 | $570 |
| VANGUARD MEGA CAP 300 | 2013-06-21 | 2020-01-15 | $1,050 | $588 | $462 | $462 |
| VANGUARD MEGA CAP 300 | 2013-07-23 | 2020-01-15 | $3,674 | $2,186 | $1,488 | $1,488 |
| VANGUARD MEGA CAP 300 | 2013-07-23 | 2020-01-15 | $3,674 | $2,186 | $1,488 | $1,488 |
| VANGUARD MEGA CAP 300 | 2014-01-13 | 2020-01-15 | $26,679 | $16,558 | $10,121 | $10,121 |
| INVESCO QQQTR SER 1 | 2018-12-26 | 2020-01-15 | $3,740 | $2,568 | $1,172 | $1,172 |
| PIMCO 1-5 YEAR U.S. TIPS | 2018-07-27 | 2020-01-15 | $2,730 | $2,674 | $56 | $56 |
| VANGUARD S&P 500 GROWTH | 2011-08-03 | 2020-01-15 | $37,081 | $12,401 | $24,680 | $24,680 |
| VANGUARD S AND P 500 | 2012-04-25 | 2020-01-15 | $58,856 | $28,500 | $30,356 | $30,356 |
| FIDELITY COVINGTON TRUST | 2018-12-26 | 2020-01-15 | $12,642 | $9,721 | $2,921 | $2,921 |
| ISHARES JAPAN LARGE-CAP | 2017-01-04 | 2020-02-11 | $664,253 | $561,054 | $103,199 | $103,199 |
| ISHARES JAPAN LARGE-CAP | 2017-01-04 | 2020-02-11 | $25,627 | $21,646 | $3,981 | $3,981 |
| ISHARES JAPAN LARGE-CAP | 2017-01-24 | 2020-02-11 | $179,969 | $153,750 | $26,219 | $26,219 |
| ISHARES JAPAN LARGE-CAP | 2018-01-04 | 2020-02-11 | $24,343 | $25,394 | -$1,051 | -$1,051 |
| ISHARES JAPAN LARGE-CAP | 2018-01-09 | 2020-02-11 | $10,148 | $10,686 | -$538 | -$538 |
| ISHARES JAPAN LARGE-CAP | 2018-02-23 | 2020-02-11 | $1,541 | $1,606 | -$65 | -$65 |
| ISHARES JAPAN LARGE-CAP | 2019-01-04 | 2020-02-11 | $16,507 | $14,474 | $2,033 | $2,033 |
| ISHARES JAPAN LARGE-CAP | 2020-01-15 | 2020-02-11 | $321 | $321 | $0 | $0 |
| ISHARES JAPAN LARGE-CAP | 2020-01-15 | 2020-02-11 | $3,083 | $3,084 | -$1 | -$1 |
| ISHARES JAPAN LARGE-CAP | 2020-01-15 | 2020-02-11 | $321 | $318 | $3 | $3 |
| SCHWAB SHORT-TERM U.S. | 2018-08-15 | 2020-02-11 | $1,670 | $1,643 | $27 | $27 |
| SCHWAB SHORT-TERM U.S. | 2018-12-17 | 2020-02-11 | $22,319 | $21,944 | $375 | $375 |
| SCHWAB SHORT-TERM U.S. | 2018-12-17 | 2020-02-11 | $1,420,382 | $1,396,514 | $23,868 | $23,868 |
| SCHWAB SHORT-TERM U.S. | 2019-01-04 | 2020-02-11 | $243,284 | $239,965 | $3,319 | $3,319 |
| FIDELITY COVINGTON TRUST | 2018-12-26 | 2020-02-11 | $19,071 | $14,190 | $4,881 | $4,881 |
| FIDELITY COVINGTON TRUST | 2018-12-26 | 2020-02-11 | $617,708 | $459,618 | $158,090 | $158,090 |
| FIDELITY COVINGTON TRUST | 2019-01-04 | 2020-02-11 | $3,627 | $2,785 | $842 | $842 |
| FIDELITY COVINGTON TRUST | 2019-10-15 | 2020-02-11 | $11,856 | $10,719 | $1,137 | $1,137 |
| SPDR BLOOMBERG BARCLAYS | 2020-02-11 | 2020-02-26 | $408,719 | $408,505 | $214 | $214 |
| ISHARES S&P 500 VALUE | 2018-12-19 | 2020-03-12 | $32,982 | $34,728 | -$1,746 | -$1,746 |
| ISHARES S&P 500 VALUE | 2018-12-19 | 2020-03-12 | $215,821 | $227,246 | -$11,425 | -$11,425 |
| ISHARES S&P 500 VALUE | 2018-12-26 | 2020-03-12 | $894,061 | $922,522 | -$28,461 | -$28,461 |
| ISHARES S&P 500 VALUE | 2020-02-04 | 2020-03-12 | $384 | $514 | -$130 | -$130 |
| ISHARES SHORT TREASURY | 2018-09-07 | 2020-03-16 | $50,588 | $50,310 | $278 | $278 |
| ISHARES SHORT TREASURY | 2018-09-07 | 2020-03-16 | $1,653,413 | $1,644,354 | $9,059 | $9,059 |
| VANGUARD MEGA CAP 300 | 2020-02-04 | 2020-06-12 | $961 | $1,120 | -$159 | -$159 |
| INVESCO QQQTR SER 1 | 2019-01-04 | 2020-06-03 | $365,978 | $241,288 | $124,690 | $124,690 |
| VANGUARD S AND P 500 | 2015-04-30 | 2020-06-12 | $110,936 | $94,756 | $16,180 | $16,180 |
| VANGUARD S AND P 500 | 2017-01-04 | 2020-06-12 | $40,609 | $38,014 | $2,595 | $2,595 |
| VANGUARD S AND P 500 | 2018-01-04 | 2020-06-12 | $166,879 | $176,307 | -$9,428 | -$9,428 |
| VANGUARD S AND P 500 | 2018-01-09 | 2020-06-12 | $82,699 | $88,138 | -$5,439 | -$5,439 |
| VANGUARD S AND P 500 | 2018-02-23 | 2020-06-12 | $18,295 | $18,986 | -$691 | -$691 |
| VANGUARD S AND P 500 | 2019-01-04 | 2020-06-12 | $109,984 | $102,406 | $7,578 | $7,578 |
| VANGUARD S AND P 500 | 2020-02-04 | 2020-06-12 | $1,904 | $2,234 | -$330 | -$330 |
| ISHARES SHORT TREASURY | 2020-04-24 | 2020-09-25 | $785,735 | $787,239 | -$1,504 | -$1,504 |
| ISHARES 1-3 YEAR | 2020-06-12 | 2020-10-22 | $968,289 | $969,991 | -$1,702 | -$1,702 |
| ISHARES 10-20 YEAR | 2020-09-25 | 2020-10-07 | $995,534 | $1,021,385 | -$25,851 | -$25,851 |
| BERKSHIRE HATHAWAY INC | 1995-03-07 | 2020-02-19 | $159,436 | $10,082 | $149,354 | $149,354 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $695,627 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,090,473 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $39,176,642 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053360 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,096,580 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $38,674,788 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054211 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,516,611 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $34,705,057 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043700 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,870,302 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $31,597,960 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059191 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $597,431 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $31,948,190 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.018700 | DistributionYr5Rt |
| Total Distribution | 0.229162 | TotalDistributionRt |
| Average Distribution | 0.045832 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $39,759,735 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,822,268 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,380 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,835,648 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,678,063 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $13,380 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,380 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,380 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,997 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,997 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5,383 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANNE M HUBBARD | IndividualWithBooksNm |
| Phone | 4029349294 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4532 SO 163RD ST | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68135 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| ANNE M HUBBARD | ||||||||
| 4532 SO 163RD ST | OMAHA | NE | 68135 | PRESIDENT/DIR | 10.00 | $0 | $0 | $0 |
| MARCIA BLUM | ||||||||
| 920 SO 163RD ST | OMAHA | NE | 68135 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| T GEOFFREY LIEBEN | ||||||||
| 409 NO HAPPY HOLLOW BLVD | OMAHA | NE | 68132 | DIR/SECRETARY | 0.00 | $0 | $0 | $0 |
| SARA MCCLURE | ||||||||
| 14215 NO 47TH ST | OMAHA | NE | 68152 | VP/DIRECTOR | 0.00 | $0 | $0 | $0 |
| SUSAN NELSON | ||||||||
| 4403 NO 123RD CIRCLE | OMAHA | NE | 68144 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERRILL LYNCH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13321 CALIFORNIA ST | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADMINISTRATION AND ADVICE | ServiceTypeTxt |
| Compensation | $163,812 | CompensationAmt |
| 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 | $37,921,498 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,443,715 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,365,213 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,365,213 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $605,478 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,759,735 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,987,987 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,987,987 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,380 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,380 | TotalTaxAmt |
| Distributable Before Adj | $1,974,607 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,974,607 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,974,607 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,678,063 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,678,063 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $13,380 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,664,683 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,974,607 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $631,677 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $631,677 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,678,063 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,974,607 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,703,456 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,335,133 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,335,133 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $631,677 | ExcessFromYear1Amt |
| Excess From Current Year | $4,703,456 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANNE M HUBBARD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NO MORE EMPTY POTS | |||||||
| 8501 N 30TH ST | OMAHA | NE | 68112 | NONE | PUBLIC CHARITY | EDUCATION | $85,000 |
| SALVATION ARMY | |||||||
| 2525 DODGE ST | OMAHA | NE | 68131 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $23,000 |
| GESU SCHOOL | |||||||
| 1700 W THOMPSON STREET | PHILADELPHIA | PA | 19121 | NONE | PUBLIC CHARITY | EDUCTION | $7,000 |
| DOCTORS WITHOUT BORDER | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | HEALTH | $10,000 |
| WILLA CATHER FOUNDATION | |||||||
| 413 NORTH WEBSTER | RED CLOUD | NE | 68970 | NONE | PUBLIC CHARITY | ENVIRONMENT | $15,000 |
| MILLS COLLEGE | |||||||
| 5000 MACARTHUR BLVD | OAKLAND | CA | 94613 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 |
| MILLARD PUBLIC SCHOOL FOUNDATION | |||||||
| 5225 SOUTH 159TH AVENUE | OMAHA | NE | 68135 | NONE | PUBLIC CHARITY | ENVIRONMENT | $64,000 |
| NEBRASKA WILDLIFE REHABILITATION | |||||||
| PO BOX 24122 | OMAHA | NE | 68124 | NONE | PUBLIC CHARITY | ENVIRONMENT | $525,921 |
| COLLECTIVE FOR YOUTH | |||||||
| 105 N 31ST AVE 103 | OMAHA | NE | 68131 | NONE | PUBLIC CHARITY | STEM ENVIRONMENT | $31,000 |
| RED CLOUD INDIAN SCHOOL | |||||||
| 100 MISSION DRIVE | PINE RIDGE INDIAN RESE | SD | 57770 | NONE | PUBLIC CHARITY | NATIVE EDUCATION | $10,000 |
| BLACK VOTERS MATTER | |||||||
| PO BOX 7444 | CAROL STREAM | IL | 60197 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 |
| NEBRASKA DEET | |||||||
| 1667 K STREET NW SUITE 300 | WASHINTON | DC | 20006 | NONE | PUBLIC CHARITY | EDUCATIONAL EDUCATION | $3,400 |
| NATURE CONSERVANCY | |||||||
| 4525 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PUBLIC CHARITY | ENVIRONMENT | $243,806 |
| ST AUGUSTINE INDIAN MISSION | |||||||
| 705 SOUTH MISSION DRIVE PO BOX 766 | WINNEBAGO | NE | 68071 | NONE | PUBLIC CHARITY | EDUCATION SCHOOL | $1,009,172 |
| OMAHA ZOO FOUNDATION | |||||||
| 3701 S 10TH ST | OMAHA | NE | 68107 | NONE | PUBLIC CHARITY | ENVIRONMENT | $509,953 |
| OMAHA HEALTHY KIDS ALLIANCE | |||||||
| 1425 S 13TH ST | OMAHA | NE | 68108 | NONE | PUBLIC CHARITY | HEALTH | $60,000 |
| OMAHA COMMUNITY FUND | |||||||
| 1120 S 101ST ST SUITE 320 | OMAHA | NE | 68124 | NONE | PUBLIC CHARITY | EMERGENCY COVID 19 | $70,000 |
| FOOD BANK OF HEARTLAND | |||||||
| 10525 J ST | OMAHA | NE | 68127 | NONE | PUBLIC CHARITY | EMERGENCY COVID 19 | $78,000 |
| OMAHA PERMACULTURE | |||||||
| 4101 GRANT ST | OMAHA | NE | 68111 | NONE | PUBLIC CHARITY | ENVIRONMENT | $35,000 |
| LAURITZEN GARDENS | |||||||
| 100 BANCROFT ST | OMAHA | NE | 68108 | NONE | PUBLIC CHARITY | ENVIRONMENT | $25,000 |
| NEBRASKA HUMANE SOCIETY | |||||||
| 8919 FORT ST | OMAHA | NE | 68134 | NONE | PUBLIC CHARITY | ENVIRONMENT | $15,000 |
| OMAHA PUBLIC LIBRARY | |||||||
| 2868 AMES AVE | OMAHA | NE | 68111 | NONE | PUBLIC CHARITY | DIGITAL LIBRARY COVID 19 | $40,000 |
| LINCOLN COMMUNITY FOUNDATION - INDIAN AFFAIRS | |||||||
| 215 CENTENNIAL MALL SOUTH STE 100 | LINCOLN | NE | 68508 | NONE | PUBLIC CHARITY | SANTEE COVID 19 | $40,000 |
| PROJECT HARMONY | |||||||
| 11949 Q ST | OMAHA | NE | 68137 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $30,000 |
| ARBOR DAY FOUNDATION | |||||||
| 100 ARBOR AVE | NEBRASKA CITY | NE | 68410 | NONE | PUBLIC CHARITY | ENVIRONMENT | $50,000 |
| OPEN SKY POLICY | |||||||
| 1327 H ST 102 | LINCOLN | NE | 68508 | NONE | PUBLIC CHARITY | ENVIRONMENT | $7,000 |
| GROUNDWATER FOUNDATION | |||||||
| 601 DEMPSEY ROAD | WESTERVILLE | OH | 43081 | NONE | PUBLIC CHARITY | ENVIRONMENT | $5,000 |
| NEBRASKA APPLESEED | |||||||
| 941 O STREET STE 400 | LINCOLN | NE | 68508 | NONE | PUBLIC CHARITY | SOCIAL POLICY | $13,000 |
| ANGELS AMONG US | |||||||
| 3828 JONES ST A | OMAHA | NE | 68105 | NONE | PUBLIC CHARITY | HEALTH | $10,000 |
| SAVING GRACE | |||||||
| 6411 S 96TH ST | OMAHA | NE | 68127 | NONE | PUBLIC CHARITY | ENVIRONMENT | $25,000 |
| NEBRASKA CHILDREN AND FAMILIES | |||||||
| 215 CENTENNIAL MALL SOUTH STE 200 | LINCOLN | NE | 68508 | NONE | PUBLIC CHARITY | EMERGENCY COVID 19 | $50,000 |
| IMPACT NEBRASKA | |||||||
| 211 N 14TH ST SUITE 226 | LINCOLN | NE | 68508 | NONE | PUBLIC CHARITY | EMERGENCY COVID 19 | $15,000 |
| GRAND ISLAND COMMUNITY FOUNDATION | |||||||
| 1503 W 2ND STREET | GRAND ISLAND | NE | 68801 | NONE | PUBLIC CHARITY | EMERGENCY COVID 19 | $20,000 |
| AUDUBON NEBRASKA | |||||||
| PO BOX 22521 | LINCOLN | NE | 68542 | NONE | PUBLIC CHARITY | ENVIRONMENT | $25,000 |
| KANEKO | |||||||
| 1111 JONES STREET | OMAHA | NE | 68102 | NONE | PUBLIC CHARITY | EDUCATION | $35,000 |
| JOSLYN FOUNDATION | |||||||
| 2200 DODGE ST | OMAHA | NE | 68102 | NONE | PUBLIC CHARITY | NATIVE EDUCATION/COVID 19 | $10,000 |
| UN FOUNDATION MATC | |||||||
| 2285 S 67TH ST 200 | OMAHA | NE | 68106 | NONE | PUBLIC CHARITY | NATIVE EDUCATION | $20,000 |
| UN FOUNDATION | |||||||
| 2285 S 67TH ST 200 | OMAHA | NE | 68106 | NONE | PUBLIC CHARITY | ENVIRONMENT AND HEALTH | $2,965,111 |
| ONE WORLD HEALTH | |||||||
| 4920 S 30TH STREEET | OMAHA | NE | 68107 | NONE | PUBLIC CHARITY | HEALTH | $25,000 |
| CHARLES DREW HEALTH | |||||||
| 2915 GRANT STREET | OMAHA | NE | 68111 | NONE | PUBLIC CHARITY | HEALTH | $10,200 |
| DO SPACE | |||||||
| 7205 DODGE ST | OMAHA | NE | 68114 | NONE | PUBLIC CHARITY | EDUCATION | $15,000 |
| UNION FOR CONTEMPORARY ART | |||||||
| 2423 NORTH 24TH ST | OMAHA | NE | 68110 | NONE | PUBLIC CHARITY | CULTURE | $3,000 |
| JOSLYN CASTLE | |||||||
| 3902 DAVENPORT ST | OMAHA | NE | 68131 | NONE | PUBLIC CHARITY | ENVIRONMENT | $3,500 |
| METRO COMMUNITY COLLEGE | |||||||
| 5730 N 30TH ST BLDG 12S | OMAHA | NE | 68111 | NONE | PUBLIC CHARITY | EDUCATION | $105,000 |
| NEBRASKA LAND TRUST | |||||||
| 3201 PIONEERS BLVD STE 107 | LINCOLN | NE | 68502 | NONE | PUBLIC CHARITY | ENVIRONMENT | $15,000 |
| CITY SPROUTS | |||||||
| 4002 SEWARD ST | OMAHA | NE | 68111 | NONE | PUBLIC CHARITY | ENVIRONMENT EDUCATION | $15,000 |
| LINCOLN CHILDRENS ZOO | |||||||
| 1222 S 27TH ST | LINCOLN | NE | 68502 | NONE | PUBLIC CHARITY | ENVIRONMENT EDUCATION | $75,000 |
| BOYS AND GIRLS CLUB | |||||||
| 2610 HAMILTON ST | OMAHA | NE | 68131 | NONE | PUBLIC CHARITY | EDUCATION | $40,000 |
| COMPLETELY KIDS | |||||||
| 2566 ST MARYS AVENUE | OMAHA | NE | 68105 | NONE | PUBLIC CHARITY | EDUCATION | $30,000 |
| OMAHA CONSERVATORY OF MUSIC | |||||||
| 7023 CASS ST | OMAHA | NE | 68132 | NONE | PUBLIC CHARITY | NATIVE EDUCATION | $5,000 |
| FONTENELLE FOREST | |||||||
| 111 BELLEVUE BLVD N | BELLEVUE | NE | 68005 | NONE | PUBLIC CHARITY | ENVIRONMENT | $30,000 |
| HABITAT FOR HUMANITY | |||||||
| 1701 N 24TH ST | OMAHA | NE | 68110 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $7,000 |
| GIRLS INC | |||||||
| 2811 N 45TH ST | OMAHA | NE | 68104 | NONE | PUBLIC CHARITY | EDUCATION | $40,000 |
| CENTRAL HIGH SCHOOL FOUNDATION | |||||||
| 1111 N 13TH STREET SUITE 318 | OMAHA | NE | 68102 | NONE | PUBLIC CHARITY | EDUCATION | $2,000 |
| BAGS OF FUN OMAHA | |||||||
| 3406 N 190TH PLAZA | ELKHORN | NE | 68022 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 |
| MASTER NATURALIST | |||||||
| 1400 E 34TH ST | KEARNEY | NE | 68847 | NONE | PUBLIC CHARITY | ENVIRONMENT EDUCATION | $25,000 |
| KEEP OMAHA BEAUTIFUL | |||||||
| 1819 FARNAM STREET SUITE 306 | OMAHA | NE | 68183 | NONE | PUBLIC CHARITY | ENVIRONMENT | $20,000 |
| BLUE BARN | |||||||
| 1106 S 10TH ST | OMAHA | NE | 68108 | NONE | PUBLIC CHARITY | CULTURAL | $2,500 |
| COFAN SURVIVAL FUND | |||||||
| 53 WASHINGTON BOULEVARD | OAK PARK | IL | 60302 | NONE | PUBLIC CHARITY | INDIGENOUS SURVIVAL | $1,500 |
| NATURE INDIGENOUS WOMENS RESOURCE FUND | |||||||
| 515 LAME DEER AVE | LAME DEER | MT | 59043 | NONE | PUBLIC CHARITY | NATIVE SOCIAL SERVICES | $1,000 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | PUBLIC CHARITY | SOCIAL POLICY | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,678,063 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $992 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $515,367 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $695,627 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,211,986 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,211,986 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HUBBARD FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | PRIVATE FOUNDATION | OrganizationTypeDesc |
| Relationship Description | COMMON DIRECTOR | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLAIRE M HUBBARD LEAD TRUST #5 ANNE M HUBBARD TRUSTEE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4532 SO 163RD ST | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68135 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,149,344 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH | StockNm |
| EOY Book Value | $21,660,410 | EOYBookValueAmt |
| EOYFMV | $40,782,893 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & PROFESSIONAL | CategoryTxt |
| Legal Fees | $8,611 | LegalFeesAmt |
| Net Investment Income | $8,611 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $76,955 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNRECOGNIZED GAIN ON CONTRIBUTED SECURITIES | Desc |
| Amt | $1,545,877 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $163,812 | Amt |
| Net Investment Income | $163,812 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |