BERKSHIRE HATHAWAY ENERGY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BERKSHIRE HATHAWAY ENERGY FOUNDATION (EIN 47-3577741)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202213199349107086
- Schema version
- 2021v4.2
- 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
- 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 | 2022-11-15T15:03:59-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | 2022-11-13 | 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 | 2021 | 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 | $70,364,622 | 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 |
| Dividends Rev And Expnss | $905,395 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $905,395 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,437,970 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,305,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,437,970 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $24,745 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $3,343,365 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,343,365 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $24,745 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $90,334 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $90,334 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,644,369 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,644,369 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,734,703 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,644,369 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $608,662 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,343,365 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $24,745 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $588,563 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,154,872 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,154,872 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $63,659,803 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $68,209,750 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $68,209,750 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $64,248,366 | TotalAssetsBOYAmt |
| Total Assets EOY | $70,364,622 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $70,364,622 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $4,000,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,000,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $4,000,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,000,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $60,248,366 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $67,364,622 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $60,248,366 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $67,364,622 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $64,248,366 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $70,364,622 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $60,248,366 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $608,662 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,507,594 | OtherIncreasesAmt |
| Subtotal | $67,364,622 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $67,364,622 | 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 |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $6,305,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,953,560 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,351,440 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,351,440 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,437,970 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $24,745 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $46,473 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $46,473 | SubtotalAmt |
| Tax Based On Investment Income | $46,473 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $12,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $52,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,527 | OverpaymentAmt |
| Applied To ES Tax | $5,527 | 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 | $66,218,677 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,924,885 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $68,143,562 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $68,143,562 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,022,153 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $67,121,409 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,356,070 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,356,070 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $46,473 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $46,473 | TotalTaxAmt |
| Distributable Before Adj | $3,309,597 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,309,597 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,309,597 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,644,369 | 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 | $3,644,369 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,309,597 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $42,159 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $42,159 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,644,369 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $3,309,597 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $334,772 | RemainingDistriFromCorpusAmt |
| Total Corpus | $376,931 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $376,931 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $42,159 | ExcessFromYear4Amt |
| Excess From Current Year | $334,772 | 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 (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Inner City - Inner Child | ||||||||||||
| 3133 Dummbarton St NW | Washington | DC | 20007 | NONE | PC | General Support | $10,000 | |||||
| JOPPA | ||||||||||||
| 2326 Euclid Avenue | Des Moines | IA | 50310 | NONE | PC | General Support | $150,000 | |||||
| Transitional Youth | ||||||||||||
| 1500 NW 167th Place | Beaverton | OR | 97006 | NONE | PC | General Support | $50,000 | |||||
| Horton's Kids Inc | ||||||||||||
| 400 Virginia Avenue SW Suite C-13 | Washington | DC | 20024 | NONE | PC | General Support | $15,000 | |||||
| Feeding Texas | ||||||||||||
| 1524 South IH-35 Ste 342 | Austin | TX | 78704 | NONE | PC | General Support | $50,000 | |||||
| Omaha Zoo Foundation | ||||||||||||
| 3701 South 10th Street | Omaha | NE | 68107 | NONE | PC | Alaska Capital Project | $1,050,000 | |||||
| The Nature Conservancy | ||||||||||||
| 6400 Emerald Parkway PO Box 3730 | Dublin | OH | 43016 | NONE | PC | General Support | $2,500 | |||||
| Habitat Omaha | ||||||||||||
| 1701 North 24th Street | Omaha | NE | 68110 | NONE | PC | General Support | $5,000 | |||||
| Jet Award Foundation & Trust Inc | ||||||||||||
| 1700 Farnman Street | Omaha | NE | 68102 | NONE | PC | General Support | $10,000 | |||||
| Salvation Army Western Division | ||||||||||||
| 10755 Burt Street | Omaha | NE | 68114 | NONE | PC | General Support | $25,000 | |||||
| Kurt B Seydow Dystonia Foundation | ||||||||||||
| PO Box 969 | Wayzata | MN | 55391 | NONE | PC | Kites2Kure Dystonia | $6,000 | |||||
| Joslyn Art Museum | ||||||||||||
| 2200 Dodge Street | Omaha | NE | 68102 | NONE | PC | General Support | $15,000 | |||||
| Canadian Hockey Foundation | ||||||||||||
| NONE | PC | General Support | $81,370 | 151 Canada Olympic Road SW Ste 201 | Calgary | AB | CA | T3B 6B7 | ||||
| The Society of Asian Scientists and Engineers | ||||||||||||
| PO Box 11179 | Denver | CO | 80211 | NONE | PC | General Support | $35,000 | |||||
| Habitat to Humanity Philadelphia | ||||||||||||
| 1929 N 19th Street | Philadelphia | PA | 19121 | NONE | PC | General Support | $50,000 | |||||
| oSTEM | ||||||||||||
| 2885 Sanford Ave | Grandville | MI | 49418 | NONE | PC | General support | $10,000 | |||||
| Junior Achievement Of Central Iowa Inc | ||||||||||||
| 6100 Grand Ave | Des Moines | IA | 50312 | NONE | PC | General Support | $20,000 | |||||
| The Freshwater Trust | ||||||||||||
| 700 SW Taylor Street | Portland | OR | 97205 | NONE | PC | General Support | $55,000 | |||||
| Soldiers to Sidelines | ||||||||||||
| 8234 Burnley Rd | Towson | MD | 21204 | NONE | PC | General support | $57,500 | |||||
| Perspectives Inc | ||||||||||||
| 3381 Gorham Ave | St Louis Park | MN | 55426 | NONE | PC | General Support | $5,000 | |||||
| FDNY Foundation | ||||||||||||
| 9 Metro Tech Center | Brooklyn | NY | 11201 | NONE | General Support | $10,000 | ||||||
| American Indian Science and Engineering Society | ||||||||||||
| 4263 Motgomery Blvd NE Suite 200 | Alburquerque | NM | 87109 | NONE | PC | General Support | $15,000 | |||||
| Break Through Cancer | ||||||||||||
| 44 South Main Street | Sherborn | MA | 01770 | NONE | PC | General Support | $5,000 | |||||
| EnergyShare | ||||||||||||
| PO Box 91717 | Richmond | VA | 23291 | NONE | PC | General Support | $5,000 | |||||
| Inclusive Communities | ||||||||||||
| 6400 University Drive North | Omaha | NE | 68132 | NONE | PC | General Support | $10,000 | |||||
| United Way of Calgary & Area | ||||||||||||
| NONE | PC | General Support | $15,000 | Suite 600 105 12 Ave SE | Calgary | Alberta | CA | 1A1 | ||||
| Rise Academy | ||||||||||||
| 3555 Farnam Street | Omaha | NE | 68131 | NONE | PC | General Support | $10,000 | |||||
| National Indian Child Welfare Association | ||||||||||||
| 5100 S Macadam Ave Suite 300 | Portland | OR | 97239 | NONE | PC | General Support | $10,000 | |||||
| OutNebraska | ||||||||||||
| 211 N 14th Steet | Lincoln | NE | 68508 | NONE | PC | General Support | $5,000 | |||||
| ECIA Foundation | ||||||||||||
| 310 Maxwell Road | Alpharetta | GA | 30009 | NONE | PC | General Support | $50,000 | |||||
| National Independent Venue Foundation | ||||||||||||
| 1 Pennsylvania Plaza | New York | NY | 10119 | NONE | PC | General Support | $25,000 | |||||
| Omaha Police Foundation | ||||||||||||
| PO Box 31134 | Omaha | NE | 68131 | NONE | PC | General Support | $5,000 | |||||
| Omaha Symphony Association | ||||||||||||
| 1905 Harney St 400 | Omaha | NE | 68102 | NONE | PC | General Support | $50,000 | |||||
| Round Hill Corporation | ||||||||||||
| West 6946 Round Hill Road | Arkansaw | WI | 54721 | NONE | PC | General Support | $2,000 | |||||
| Phoenix Children's Hospital | ||||||||||||
| 2929 E Camelback Road Suite 122 | Phoenix | AZ | 85016 | NONE | PC | General Support | $100,000 | |||||
| Iowa Center for Children's Justice | ||||||||||||
| 501 SW 7th St Suite G | Des Moines | IA | 50309 | NONE | PC | General Support | $50,000 | |||||
| Westmoreland Union Elementary School District | ||||||||||||
| 200 South C Street PO Box 88 | Westmoreland | CA | 99281 | NONE | PC | General Support | $130,000 | |||||
| El Camino Homeless Organization | ||||||||||||
| 6370 Atascadero Avenue | Atascadero | CA | 93422 | NONE | PC | General Support | $20,000 | |||||
| National Area Council Boy Scouts of America | ||||||||||||
| 9190 Rockville Pike | Bethesda | MD | 20814 | NONE | PC | General Support | $15,000 | |||||
| America Succeeds | ||||||||||||
| 1390 Lawrence Street | Denver | CO | 80204 | NONE | PC | General Support | $10,000 | |||||
| Community Foundation of Greater Des Moines | ||||||||||||
| 1915 Grand Avenue | Des Moines | IA | 50309 | NONE | PC | General Support | $250,000 | |||||
| Self Help International | ||||||||||||
| 207 20th St NW Ste A | Waverly | IA | 506772017 | NONE | PC | General Support | $5,000 | |||||
| Mid Iowa Council Boy Scouts of America | ||||||||||||
| 6123 Scout Trail | Des Moines | IA | 50321 | NONE | PC | General Support | $25,000 | |||||
| Kids First Law Center | ||||||||||||
| 420 6th Street | Cedar Rapids | IA | 52401 | NONE | PC | General Support | $50,000 | |||||
| Center for Energy Workforce Development | ||||||||||||
| 701 Pennsylvania Avenue NW | Washington | DC | 20004 | NONE | PC | General Support | $739,000 | |||||
| Dumbarton Arts and Education | ||||||||||||
| 3133 Dumbarton St NW | Washington | DC | 20007 | NONE | PC | General Support | $10,000 | |||||
| GenYouth | ||||||||||||
| 10255 West Higgins Road | Rosemont | IL | 60018 | NONE | PC | General Support | $50,000 | |||||
| Society of Hispanic Professional Engineers | ||||||||||||
| 13181 Crossroads Parkway North | City of Industry | CA | 91746 | NONE | PC | General Support | $55,000 | |||||
| Tri-Faith Initiative | ||||||||||||
| 13136 Faith Plaza | Omaha | NE | 68144 | NONE | PC | General Support | $5,000 | |||||
| IVC Foundation | ||||||||||||
| 381 East Aten Road | Imperial | CA | 92251 | NONE | PC | General Support | $25,000 | |||||
| National Park Foundation | ||||||||||||
| PO Box 17394 | Baltimore | MD | 21298 | NONE | PC | General Support | $100,000 | |||||
| BHE Foundation Matching Gifts | ||||||||||||
| Various | Des Moines | IA | 503060657 | NONE | PC | General Support | $49,749 | |||||
| Global Days of Service | ||||||||||||
| Various | Des Moines | IA | 503060657 | NONE | PC | General Support | $8,750 | |||||
| NOGLSTP | ||||||||||||
| PO Box 91803 | Pasadena | CA | 91109 | NONE | PC | General Support | $27,500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,644,369 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Omaha Zoo | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3701 South 10th Street | AddressLine1Txt |
| City | Omaha | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Alaska Capital Project | GrantOrContributionPurposeTxt |
| Amt | $0 | Amt |
| 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 | $905,395 | 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 | $2,437,970 | 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 | $3,343,365 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,343,365 | 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 |
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 | $6,112,976 | $6,112,976 |
| VANGUARD SMALL CAP INX FUND | FMV | $8,220,225 | $8,220,225 |
| VANGUARD TOTAL BOND MKT IDX | FMV | $12,873,468 | $12,873,468 |
| VANGUARD TOTAL STK MKT IDX | FMV | $39,915,790 | $39,915,790 |
| VANGUARD FED MONEY MKT FUND | FMV | $35,475 | $35,475 |
| VANGUARD ONEOK PARTNERS | FMV | $544,725 | $544,725 |
| VANGUARD MONEY MKT FUND | FMV | $507,091 | $507,091 |
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 | $6,507,594 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES CURRENT YEAR | CategoryTxt |
| Amt | $90,334 | Amt |