HIRSCHFELD FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HIRSCHFELD FAMILY FOUNDATION INC (EIN 47-0762188)
- Tax period
- 2019-09-01 to 2020-08-31
- Filed
- 2021-01-12
- IRS object ID
- 202110129349100601
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-12T10:15:24-06:00 | ReturnTs |
| Tax Period End | 2020-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1248 O STREET STE 1040 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 685081461 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470762188 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hirschfeld Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CHRISTIE HEACOCK | InCareOfNm |
| Business Name Control | HIRS | BusinessNameControlTxt |
| Phone | 3082343927 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 456 | AddressLine1Txt |
| City | Kearney | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68848 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTIE HEACOCK | PersonNm |
| Person Title | MANAGING DIRECTOR | PersonTitleTxt |
| Phone | 3082343927 | PhoneNum |
| Signature | 2021-01-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON W BOMBECK | PreparerPersonNm |
| PTIN | P00393463 | PTIN |
| Phone | 4024737600 | PhoneNum |
| 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 | $217,711,866 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $268,502 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $268,502 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,789,995 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,789,995 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,337,808 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,340,926 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,337,808 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,396,305 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,396,305 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $95,361 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,768 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $90,593 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,537 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $377 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,160 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,470 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,118 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,352 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $630,521 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $630,521 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $14,877 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,877 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $2,102 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $105 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,997 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $899 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $884 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $763,767 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $653,781 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $109,986 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,125,665 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,125,665 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,889,432 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $653,781 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,235,651 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,493,127 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,742,524 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $77,392 | CashBOYAmt |
| Cash EOY | $133,360 | CashEOYAmt |
| Cash EOYFMV | $133,360 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,967,355 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,869,287 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,869,287 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $89,767,176 | CorporateStockBOYAmt |
| Corporate Stock EOY | $84,091,090 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $197,709,219 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,865,762 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $909,177 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $107,586,862 | TotalAssetsBOYAmt |
| Total Assets EOY | $104,093,737 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $217,711,866 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $627 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $627 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $627 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $627 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $35,843 | CapitalStockBOYAmt |
| Capital Stock EOY | $35,843 | CapitalStockEOYAmt |
| Retained Earning BOY | $107,550,393 | RetainedEarningBOYAmt |
| Retained Earning EOY | $104,057,266 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $107,586,236 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $104,093,109 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $107,586,863 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $104,093,736 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $107,586,236 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,493,127 | ExcessRevenueOverExpensesAmt |
| Subtotal | $104,093,109 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $104,093,109 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SEE EXHIBIT 1 | PropertyDesc |
| Acquired | 2016-01-01 | AcquiredDt |
| Sold | 2020-08-31 | SoldDt |
| Gross Sales Price | $32,340,926 | GrossSalesPriceAmt |
| Cost Or Other Basis | $30,003,118 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,337,808 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,337,808 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,337,808 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,470,513 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $170,389,725 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049713 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,692,332 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $159,420,079 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041979 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,629,886 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $141,989,912 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053735 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,308,227 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $151,291,558 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054915 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,443,475 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $171,910,390 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049116 | DistributionYr5Rt |
| Total Distribution | 0.249458 | TotalDistributionRt |
| Average Distribution | 0.049892 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $187,203,553 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,339,960 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $37,425 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,377,385 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,235,651 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $74,850 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $74,850 | SubtotalAmt |
| Tax Based On Investment Income | $74,850 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $116,457 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $116,457 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $41,607 | OverpaymentAmt |
| Applied To ES Tax | $41,607 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTIE HEACOCK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3082382480 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 456 | AddressLine1Txt |
| City | Kearney | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68848 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2018 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| Daniel J Hirschfeld | ||||||||
| PO Box 456 | Kearney | NE | 68848 | President, Treasurer | 5.0 | $4,000 | $0 | $0 |
| Monya A Hirschfeld | ||||||||
| PO Box 456 | Kearney | NE | 68848 | Secretary, Director | 5.0 | $4,000 | $0 | $0 |
| David J Hirschfeld | ||||||||
| PO Box 456 | Kearney | NE | 68848 | Vice President | 5.0 | $4,000 | $0 | $0 |
| Letitia A Spencer | ||||||||
| PO Box 456 | Kearney | NE | 68848 | Vice President | 5.0 | $4,000 | $0 | $0 |
| Benjamin G Hirschfeld | ||||||||
| PO Box 456 | Kearney | NE | 68848 | Vice President | 5.0 | $4,000 | $0 | $0 |
| Christie Heacock | ||||||||
| PO Box 456 | Kearney | NE | 68848 | Managing Director | 15.0 | $75,361 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WILLIAM BLAIR & CO LLC | |||||
| 222 WEST ADAMS ST | CHICAGO | IL | 60606 | INVESTMENT ADVISORY | $553,193 |
| GOLDMAN SACHS | |||||
| 100 CRESCENT COURT SUITE 1000 | DALLAS | TX | 75201 | INVESTMENT ADVISORY | $77,328 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $181,193,363 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,861,006 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $190,054,369 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $190,054,369 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,850,816 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $187,203,553 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,360,178 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,360,178 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $74,850 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $74,850 | TotalTaxAmt |
| Distributable Before Adj | $9,285,328 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,285,328 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,285,328 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,235,651 | 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 | $7,235,651 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $7,235,651 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,285,328 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,286,361 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,235,651 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,235,651 | AppliedToYear1Amt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Taxable2 | $50,710 | Taxable2Amt |
| Undistributed Income CY | $9,285,328 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL J HIRSCHFELD | ContributingManagerNm |
| Contributing Manager | MONYA A HIRSCHFELD | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Christie Heacock | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 456 | AddressLine1Txt |
| City | Kearney | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68848 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3082382480 | RecipientPhoneNum |
| Form And Info And Materials | STANDARD APPLICATION FORM AVAILABLE FROM THE FOUNDATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS TO TAX-EXEMPT ORGANIZATIONS AS DEFINED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Bryan Foundation | ||||||||
| 1600 S 48th St | Lincoln | NE | 68506 | NONE | PC | Scholarships | $20,000 | |
| Foundation for Annie Jeffrey | ||||||||
| P O Box 428 | Osceola | NE | 68651 | NONE | PC | Equipment | $20,000 | |
| Christian Heritage Homes | ||||||||
| 14880 Old Cheney Road | Walton | NE | 68461 | NONE | PC | Programming and Capital Improvements | $7,500 | |
| Tabitha Health Care | ||||||||
| 4720 Randolph Street | Lincoln | NE | 68510 | NONE | PC | Programming | $100,000 | |
| Friends of Axtell Public Library | ||||||||
| 305 N Main Street | Axtell | NE | 68924 | NONE | PC | Capital Improvements | $5,000 | |
| Omaha Symphony Association | ||||||||
| 1905 Harney St Ste 400 | Omaha | NE | 68102 | NONE | PC | Programming | $10,000 | |
| American Red Cross | ||||||||
| 520 West 48th St | Kearney | NE | 68845 | NONE | PC | Equipment | $40,000 | |
| Westview Boys Home | ||||||||
| PO Box 553 | Hollis | OK | 73550 | NONE | PC | Capital Improvements | $186,520 | |
| Nebraska HS Sports Hall of Fame | ||||||||
| 500 Charleston St Suite 3 | Lincoln | NE | 68508 | NONE | PC | Programming | $20,000 | |
| Coastal Mountains Land Trust | ||||||||
| 101 Mount Bathe Street | Camden | ME | 04843 | NONE | PC | Capital Improvements | $400,000 | |
| Riverside Zoological | ||||||||
| 1600 S Beltline Hwy W | Scottsbluff | NE | 69361 | NONE | PC | Capital Improvements | $25,000 | |
| Warren Hospital | ||||||||
| 905 2nd Street | Friend | NE | 68359 | NONE | PC | Equipment | $70,000 | |
| York College | ||||||||
| 1125 E 8th St | York | NE | 68467 | NONE | PC | Capital Improvements | $1,000,000 | |
| Assure Women's Center | ||||||||
| 6510 Sorensen Pkwy | Omaha | NE | 68152 | NONE | PC | Programming | $25,000 | |
| Concordia University | ||||||||
| 800 N Columbia Ave | Seward | NE | 68434 | NONE | PC | Programming | $12,000 | |
| Cleveland Clinic | ||||||||
| 9500 Elucid Avenue Q10 | Cleveland | OH | 44195 | NONE | PC | Endowed Chair | $2,000,000 | |
| Cozad Development Foundation | ||||||||
| 121 W 9th STREET SUITE E POB 252 | Cozad | NE | 69130 | NONE | PC | Capital Improvements | $12,500 | |
| City of Kearney | ||||||||
| 18 East 22nd Street | Kearney | NE | 68847 | NONE | GOV | Equipment | $61,000 | |
| University of Nebraska Foundation | ||||||||
| 214 W 39th St | Kearney | NE | 68845 | NONE | PC | Capital Improvements | $10,000 | |
| Kearney Catholic | ||||||||
| PO Box 1261 | Kearney | NE | 68848 | NONE | PC | Capital Improvements | $50,000 | |
| Girl Scouts Spirit | ||||||||
| 2412 Hwy 30 East Suite 1 | Kearney | NE | 68847 | NONE | PC | Capital Improvements | $10,000 | |
| Chariots4Hope Inc | ||||||||
| 4778 S 162nd Ave | Omaha | NE | 68135 | NONE | PC | Equipment | $20,000 | |
| Hastings Kiwanis Club | ||||||||
| C/O HASTINGS COMMUNITY FOUNDATION | Hastings | NE | 68902 | NONE | PC | Equipment | $10,000 | PO BOX 1293 |
| Junior Achievement District of Kearney | ||||||||
| PO Box 607 | Kearney | NE | 68848 | NONE | PC | Programming | $5,000 | |
| Hot Meals | ||||||||
| 22 West 56th Street Suite 107 | Kearney | NE | 68847 | NONE | PC | Equipment | $58,000 | |
| Regional West Garden County Foundation | ||||||||
| 1100 West 2nd | Oshkosh | NE | 69154 | NONE | PC | Capital Improvements | $45,000 | |
| Northeast Community College Foundation | ||||||||
| 801 East Benjamin Ave PO Box 469 | Norfolk | NE | 68702 | NONE | PC | Capital Improvements | $50,000 | |
| City of Kearney | ||||||||
| 18 East 22nd Street | Kearney | NE | 68847 | NONE | GOV | Capital Improvements | $100,000 | |
| City of Kearney | ||||||||
| 18 East 22nd Street | Kearney | NE | 68847 | NONE | GOV | Capital Improvements | $100,000 | |
| Village of Stratton | ||||||||
| 311 Bailey Street | Stratton | NE | 69043 | NONE | GOV | Capital Improvements | $20,000 | |
| Better Ponca Foundation Inc | ||||||||
| PO Box 570 | Ponca | NE | 68770 | NONE | PC | Capital Improvements | $20,000 | |
| RAFT | ||||||||
| PO Box 1741 | Kearney | NE | 68848 | NONE | PC | Operations | $25,000 | |
| Madonna Foundation | ||||||||
| 5401 South Street | Lincoln | NE | 68506 | NONE | PC | Capital Improvements | $50,000 | |
| Maine Health | ||||||||
| 22 White Street | Rockland | ME | 04841 | NONE | PC | Capital Improvements | $250,000 | |
| MOUNTAIN STATES CHILDREN | ||||||||
| 14780 N 107th | Longmont | CO | 80502 | NONE | PC | Capital Improvements | $500,000 | |
| Table of Grace | ||||||||
| 1444 Jackson Street | Sidney | NE | 69162 | NONE | PC | Programming | $15,000 | |
| Wakefield Senior Center | ||||||||
| 407 E 7th St | Wakefield | NE | 68784 | NONE | PC | Programming | $6,000 | |
| University of Nebraska Foundation | ||||||||
| 1010 Lincoln Mall Suite 300 | Lincoln | NE | 68508 | NONE | PC | Programming | $4,000 | |
| City of Kearney | ||||||||
| 18 East 22nd Street | Kearney | NE | 68847 | NONE | GOV | Equipment - Police | $150,000 | |
| Museum of Nebraska Art | ||||||||
| 2401 Central Avenue | Kearney | NE | 68847 | NONE | PC | Capital Improvements | $500,000 | |
| York College | ||||||||
| 1125 E 8th St | York | NE | 68467 | NONE | PC | Capital Improvements | $1,000,000 | |
| University of Nebraska Foundation | ||||||||
| 1010 Lincoln Mall Suite 300 | Lincoln | NE | 68508 | NONE | PC | Programming | $100,000 | |
| Kearney Area Community Found | ||||||||
| 412 W 48th 12 | Kearney | NE | 68845 | NONE | PC | Double R Horse Operations | $13,145 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,125,665 | TotalGrantOrContriPdDurYrAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $268,502 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,789,995 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,337,808 | 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 | $4,396,305 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,396,305 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,470 | Amt |
| Net Investment Income | $3,118 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,352 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS STOCKS | $0 | $0 |
| WILLIAM BLAIR STOCKS | $78,391,090 | $192,623,332 |
| WILLIAM BLAIR MUTUAL FUNDS | $5,700,000 | $5,085,887 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,537 | LegalFeesAmt |
| Net Investment Income | $377 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,160 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES AND FEES | $299 | $15 | $284 |
| WEBSITE EXPENSE | $600 | $600 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MONEY MANAGEMENT FEES | CategoryTxt |
| Amt | $630,521 | Amt |
| Net Investment Income | $630,521 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $14,877 | Amt |
| Net Investment Income | $14,877 | NetInvestmentIncomeAmt |