BUFFETT EARLY CHILDHOOD FUND: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BUFFETT EARLY CHILDHOOD FUND (EIN 20-1768874)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-11
- IRS object ID
- 202111319349100236
- Schema version
- 2020v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-11T12:42:40-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 476097913 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEIM JOHNSON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18081 BURT STREET SUITE 200 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 680224722 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201768874 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUFFETT EARLY CHILDHOOD FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUFF | BusinessNameControlTxt |
| Phone | 4023410933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 808 CONAGRA DRIVE SUITE 200 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESSIE RASMUSSEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4023410933 | PhoneNum |
| Signature | 2021-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JESSIE | PersonFirstNm |
| Person Last | RASMUSSEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY R COOLEY | PreparerPersonNm |
| PTIN | P01523804 | PTIN |
| Phone | 4023302660 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $17,559,730 | 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 | $30,623,719 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,500 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,500 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,329,254 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,233,174 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,230,082 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $52,426 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $52,426 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $32,011,901 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,289,010 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $501,292 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $501,292 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $877,630 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $877,630 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $406,186 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $406,186 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,914 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,914 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,955 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $16,955 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $390,477 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $390,477 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $168,559 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $79,639 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $116,018 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $116,018 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $28,659 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $28,659 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $750 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $750 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50,609 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50,609 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,564,049 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,475,129 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $44,679,535 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,388,197 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,243,584 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,863,326 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,231,683 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,289,010 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $359,370 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $1,430,965 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,109,797 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,109,797 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $409,229 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $320,590 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $320,590 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $14,961,005 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $14,961,005 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $19,983,189 | CorporateStockBOYAmt |
| Corporate Stock EOY | $168,338 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $168,338 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $20,348 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,348 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $8,131,205 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $30,313,958 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,559,730 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,559,730 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $9,749 | AccountsPayableBOYAmt |
| Grants Payable BOY | $6,063,479 | GrantsPayableBOYAmt |
| Grants Payable EOY | $10,223,611 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $6,073,228 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,223,611 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $24,240,730 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,336,119 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,240,730 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,336,119 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,313,958 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,559,730 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,240,730 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,231,683 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,009,047 | SubtotalAmt |
| Other Decreases | $1,672,928 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,336,119 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2019-01-19 | AcquiredDt |
| Sold | 2020-12-31 | SoldDt |
| Gross Sales Price | $31,233,174 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,092 | CostOrOtherBasisAmt |
| Gain Or Loss | $31,230,082 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $31,230,082 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,230,082 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $434,917 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $434,917 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $434,917 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $293,536 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $293,536 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $141,381 | 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 | WWW.BUFFETTEARLYCHILDHOODFUND.ORG | WebsiteAddressTxt |
| Individual With Books | SUSAN MULLIN | IndividualWithBooksNm |
| Phone | 4023410933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 808 CONAGRA DRIVE STE 200 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68102 | 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 | Yes (1) | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| SUSAN A BUFFETT | ||||||||
| 808 CONAGRA DRIVE SUITE 200 | OMAHA | NE | 68102 | DIRECTOR & CHAIR | 5.00 | $0 | $0 | $0 |
| HELEN RAIKES | ||||||||
| 808 CONAGRA DRIVE SUITE 200 | OMAHA | NE | 68102 | DIRECTOR & TREASURER | 5.00 | $0 | $0 | $0 |
| WALLACE WEITZ | ||||||||
| 808 CONAGRA DRIVE SUITE 200 | OMAHA | NE | 68102 | DIRECTOR & SECRETARY | 5.00 | $0 | $0 | $0 |
| MIKE BURKE | ||||||||
| 808 CONAGRA DRIVE SUITE 200 | OMAHA | NE | 68102 | VICE-PRESIDENT | 40.00 | $202,111 | $66,423 | $0 |
| JESSIE RASMUSSEN | ||||||||
| 808 CONAGRA DRIVE SUITE 200 | OMAHA | NE | 68102 | PRESIDENT | 40.00 | $299,181 | $63,282 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| PORTIA KENNEL | ||||||||
| 808 CONAGRA DRIVE SUITE 200 | OMAHA | NE | 68102 | SENIOR ADVISOR | 40.00 | $222,401 | $49,674 | $0 |
| GLADYS HAYNES | ||||||||
| 808 CONAGRA DRIVE SUITE 200 | OMAHA | NE | 68102 | DIRECTOR OF NEBRASKA | 40.00 | $174,631 | $67,218 | $0 |
| ERIC BUCHANAN | ||||||||
| 808 CONAGRA DRIVE SUITE 200 | OMAHA | NE | 68102 | DIRECTOR OF STRATEGI | 40.00 | $169,947 | $55,515 | $0 |
| SUSAN MULLIN | ||||||||
| 808 CONAGRA DRIVE SUITE 200 | OMAHA | NE | 68102 | OPERATIONS DIRECTOR | 40.00 | $151,118 | $55,738 | $0 |
| EVA ROBERTS | ||||||||
| 808 CONAGRA DRIVE SUITE 200 | OMAHA | NE | 68102 | DIRECTOR OF PROGRAM | 40.00 | $151,418 | $48,336 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GMMB | |||||
| 3050 K STREET NW STE 100 | WASHINGTON | DC | 20007 | STRATEGIC PLANNING CONSULTING | $130,000 |
| NEIMAND COLLABORATIVE | |||||
| 1100 VERMONT AVENUE NW STE 200 | WASHINGTON | DC | 20005 | STRATEGIC PLANNING CONSULTING | $86,500 |
| EARLY OPPORTUNITIES LLC | |||||
| 5006 50TH PLACE NW | WASHINGTON | DC | 20016 | STRATEGIC PLANNING CONSULTING | $75,000 |
| FACTOR3 DIGITAL | |||||
| 4915 PALE MORNING DUN ROAD | ELKRIDGE | MD | 21075 | STRATEGIC PLANNING CONSULTING | $58,190 |
| 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 | $22,813,066 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,122,559 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,935,625 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,935,625 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $389,034 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,546,591 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,277,330 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,277,330 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $434,917 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $434,917 | TotalTaxAmt |
| Distributable Before Adj | $842,413 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $842,413 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $842,413 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,863,326 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $34,863,326 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $34,863,326 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $842,413 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $49,136,687 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $49,136,687 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $34,863,326 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $842,413 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $34,020,913 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $83,157,600 | 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 | $83,157,600 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $49,136,687 | ExcessFromYear1Amt |
| Excess From Current Year | $34,020,913 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NEO PHILANTHROPY | ||||||
| 45 WEST 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | PC | FUNDERS GROUP MEMBERSHIP | $15,000 |
| EDUCARE OF WASHINGTON DC | ||||||
| 640 ANACOSTIA AVENUE NW | WASHINGTON | DC | 20019 | PC | RENOVATION SUPPORT | $1,500,000 |
| KANSAS CITY FRIENDS OF ALVIN AILEY | ||||||
| 1714 EAST 18TH STREET | KANSAS CITY | MO | 64108 | PC | GENERAL SUPPORT | $1,750 |
| JUST PARTNERS INC | ||||||
| 1425 MARKET BLVD STE 530-322 | ROSWELL | GA | 30076 | PC | RACE MATTERS INSTITUTE PROJECT SUPPORT | $35,000 |
| LEARNING COMMUNITY FOUNDATION OF DOUGLAS & SARPY COUNTIES | ||||||
| 1612 N 24TH STREET | OMAHA | NE | 68110 | SO I | WORKFORCE DEVELOPMENT PROGRAM SUPPORT | $16,800 |
| COUNCIL FOR A STRONG AMERICA | ||||||
| 1212 NEW YORK AVE NW STE 300 | WASHINGTON | DC | 20005 | PC | EC SERVICES IN RURAL COMMUNITIES PROJECT SUPPORT | $250,000 |
| ALL OUR KIN | ||||||
| 414A CHAPEL STREET ST 100 | NEW HAVEN | CT | 06511 | PC | EARLY CHILDHOOD EDUCATION PILOT PROGRAM SUPPORT | $261,582 |
| BOARD OF REGENTS OF THE UNIVERSITY OF TEXAS SYSTEM | ||||||
| 210 W 7 STREET | AUSTIN | TX | 78701 | GOV | PN-3 IMPACT CENTER SUPPORT | $225,310 |
| BOARD OF REGENTS OF UNIVERSITY OF WISCONSIN SYSTEM - MILWAUKEE | ||||||
| PO BOX 500 | MILWAUKEE | WI | 53201 | GOV | EDUCARE MILWAUKEE LOCAL EVALUATION SUPPORT | $53,310 |
| BRAZELTON TOUCHPOINTS PROJECT INC CHILDREN'S HOSPITAL BOSTON | ||||||
| 1295 BOYLSTON ST STE 320 | BOSTON | MA | 02215 | PC | FAMILY ENGAGEMENT TECH ASSISTANCE | $90,000 |
| BRAZELTON TOUCHPOINTS PROJECT INC CHILDREN'S HOSPITAL BOSTON | ||||||
| 1295 BOYLSTON ST STE 320 | BOSTON | MA | 02215 | PC | ELN PROJECT SUPPORT | $327,450 |
| CLAYTON EARLY LEARNING | ||||||
| 3801 MARTIN LUTHER KING BLVD | DENVER | CO | 80205 | PC | EMBRACE PROJECT SUPPORT | $165,875 |
| COLLEGE OF ST MARY | ||||||
| 7000 MERCY ROAD | OMAHA | NE | 68106 | PC | CHILDCARE ASSOCIATES PROGRAM SUPPORT | $172,000 |
| COMIC RELIEF INC | ||||||
| 488 MADISON AVENUE 10TH FLOOR | NEW YORK | NY | 10022 | PC | RED NOSE DAY - SAVE THE CHILDREN MATCHING GRANT | $1,177,400 |
| EDUCARE LINCOLN | ||||||
| 3435 N 14TH STREET | LINCOLN | NE | 68521 | PC | QUALITY EARLY CHILDHOOD PROGRAM OPERATING SUPPORT | $2,567,498 |
| EDUCARE OF OMAHA INC | ||||||
| 3110 W STREET | OMAHA | NE | 68107 | PC | QUALITY EARLY CHILDHOOD PROGRAM OPERATING SUPPORT | $4,432,930 |
| EDUCARE WASHINGTON DC | ||||||
| 640 ANACOSTIA AVENUE NW | WASHINGTON | DC | 20019 | PC | QUALITY EARLY CHILDHOOD PROGRAM OPERATING SUPPORT | $1,053,075 |
| ERIKSON INSTITUTE | ||||||
| 451 NORTH LASALLE STREET | CHICAGO | IL | 606544510 | PC | OPERATING SUPPORT | $100,000 |
| ERIKSON INSTITUTE | ||||||
| 451 NORTH LASALLE STREET | CHICAGO | IL | 606544510 | PC | EARLY CHILDHOOD ONLINE LEARNING PROGRAM SUPPORT | $45,602 |
| FOUNDATIONS INC | ||||||
| 701 EAST GATE DR STE 300 | MT LAUREL | NJ | 08054 | PC | CAMPAIGN FOR GRADE-LEVEL READING SUPPORT | $150,000 |
| HEALTH FEDERATION OF PHILADEPHIA | ||||||
| 1211 CHESTNUT STREET STE 801 | PHILADELPHIA | PA | 19107 | PC | HOMEGROWN PROJECT SUPPORT | $66,500 |
| KENNEBEC VALLEY COMMUNITY ACTION PROGRAM | ||||||
| 97 WATER STREET | WATERVILLE | ME | 04901 | PC | ELN PARENT AMBASSADORS PROJECT SUPPORT | $368,240 |
| KINDLING GROUP | ||||||
| 4201 N BROADWAY ST | CHICAGO | IL | 60603 | PC | NO SMALL MATTER PROJECT SUPPORT | $125,000 |
| LINCOLN COMMUNITY FOUNDATION | ||||||
| 215 CENTENNIAL MALL S STE 100 | LINCOLN | NE | 68508 | PC | LINCOLN LITTLES PROGRAM SUPPORT | $125,000 |
| NATIONAL HEAD START ASSOCIATION | ||||||
| 1651 PRINCE STREET | ALEXANDRIA | VA | 22314 | PC | EARLY CHILDHOOD INNOVATION SUMMIT | $5,000 |
| NCSL FOUNDATION FOR STATE LEGISLATURES | ||||||
| 7700 E 1ST PL | DENVER | CO | 80230 | PC | LEGISLATIVE EC FELLOWS PROGRAM SUPPORT | $100,000 |
| NEBRASKA CHILDREN & FAMILIES FOUNDATION | ||||||
| 215 CENTENNIAL MALL S STE 200 | LINCOLN | NE | 68508 | PC | FIRST FIVE NEBRASKA OPERATING SUPPORT, ROOTED IN RELATIONSHIPS PROGRAM SUPPORT, COMMUNITIES4KIDS SUPPORT AND ANNUAL LUNCHEON SUPPORT | $3,371,659 |
| NEBRASKA EARLY CHILDHOOD COLLABORATIVE | ||||||
| 3200 N 30TH STREET STE 200 | OMAHA | NE | 68111 | PC | EMERGENCY COVID RELIEF | $250,000 |
| NEBRASKA EARLY CHILDHOOD COLLABORATIVE | ||||||
| 3200 N 30TH STREET STE 200 | OMAHA | NE | 68111 | PC | OPERATING SUPPORT | $5,924,393 |
| NEXT DOOR FOUNDATION | ||||||
| 2545 N29TH STREET | MILWAUKEE | WI | 53210 | PC | EDUCARE MILWAUKEE QUALITY EARLY CHILDHOOD PROGRAM SUPPORT | $564,943 |
| OUNCE OF PREVENTION FUND | ||||||
| 33 W MONROE STREET STE 2400 | CHICAGO | IL | 60603 | PC | EDUCARE LEARNING NETWORK (ELN); FIRST FIVE YEARS FUND SUPPORT; ANNUAL LUNCHEON SUPPORT | $3,789,250 |
| PARTNERSHIP 4 KIDS | ||||||
| 1004 FARNAM STREET STE 200 | OMAHA | NE | 68102 | SO I | BOOK BUDDY PROGRAM SUPPORT | $70,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||
| PO BOX 415649 | BOSTON | MA | 02241 | GOV | CENTER FOR THE DEVELOPING CHILD OPERATING SUPPORT | $1,510,834 |
| PROJECT HARMONY | ||||||
| 11949 Q STREET | OMAHA | NE | 68137 | PC | IMPACT FROM INFANCY PROJECT SUPPORT | $503,900 |
| SOUTHWEST HUMAN DEVELOPMENT | ||||||
| 2850 N 24TH STREET | PHOENIX | AZ | 85008 | PC | ELN QUALITY TEACHING INITIATIVE SUPPORT AND EGC BREAKTHROUGH PROJECT SUPPORT | $1,037,331 |
| TEACHERS COLLEGE AT COLUMBIA UNIVERSITY | ||||||
| 525 W 120TH STREET BOX 21 | NEW YORK | NY | 10027 | PC | VISIONING EC POLICY PROJECT SUPPORT | $250,000 |
| TSNEMISSIONWORKS | ||||||
| 89 SOUTH ST STE 700 | BOSTON | MA | 02111 | PC | ECFC MEMBERSHIP | $50,000 |
| UNITED PLANNING ORGANIZATION | ||||||
| 301 RHODE ISLAND AVE NW | WASHINGTON | DC | 20001 | PC | MLK BREAKFAST BENEFIT SUPPORT | $2,500 |
| UNIVERSITY OF MIAMI OFFICE OF RESEARCH ADMINISTRATION | ||||||
| PO BOX 405803 | ATLANTA | GA | 30384 | GOV | EARLY CHILDHOOD EDUCATION | $368,884 |
| UNIVERSITY OF NEBRASKA FOUNDATION | ||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | PC | THRIVE EVENT SUPPORT & LEADERSHIP PROGRAM SUPPORT | $114,966 |
| UNIVERSITY OF NEBRASKA MED CTR MONROE MEYER INSTITUTE | ||||||
| 600 SOUTH 42ND STREET | OMAHA | NE | 68198 | GOV | OMAHA EARLY LEARNING CENTER AND EARLY CHILDHOOD SERVICES EVALUATION; MINDFULNESS & MASTERY SUPPORT | $649,865 |
| UNIVERSITY OF NEBRASKA MEDICAL CENTER - COLLEGE OF PUBLIC HEALTH | ||||||
| 987835 NEBRASKA MEDICAL CENTER | OMAHA | NE | 68198 | GOV | EDUCARE OMAHA EVALUATION | $180,041 |
| UNIVERSITY OF NEBRASKA - LINCOLN | ||||||
| PO BOX 830861 | LINCOLN | NE | 68583 | GOV | EDUCARE LINCOLN EVALUATION | $119,309 |
| UNIVERSITY OF NORTH CAROLINA - CHAPEL HILL FPG CHILD DEVELOPMENT INST | ||||||
| 105 SMITH LEVEL RD BOX 8180 | CHAPEL HILL | NC | 27599 | GOV | FRANK PORTER GRAHAM CHILD DEVELOPMENT CENTER | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,388,197 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| TEACHERS COLLEGE AT COLUMBIA UNIVERSITY | ||||||
| 525 WEST 120TH STREET BOX 21 | NEW YORK | NY | 10027 | PC | EARLY CHILDHOOD PROGRAM SUPPORTEARLY CHILDHOOD PROGRAM SUPPORT | $250,000 |
| EDUCARE LINCOLN | ||||||
| 3435 N 14TH STREET | LINCOLN | NE | 68521 | PC | QUALITY EARLY CHILDHOOD PROGRAM OPERATING SUPPORT | $436,376 |
| EDUCARE OF OMAHA INC | ||||||
| 3110 W STREET | OMAHA | NE | 68107 | PC | QUALITY EARLY CHILDHOOD PROGRAM OPERATING SUPPORT | $3,397,500 |
| UNIVERSITY OF NORTH CAROLINA - CHAPEL HILL - FPG CHILD DEVELOPMENT INST | ||||||
| CB 8180 105 SMITH LEVEL RD | CHAPEL HILL | NC | 27599 | GOV | EARLY CHILDHOOD PROGRAM OPERATING SUPPORT | $50,000 |
| OUNCE OF PREVENTION FUND | ||||||
| 33 W MONROE STREET STE 2400 | CHICAGO | IL | 60603 | PC | EDUCARE LEARNING NETWORK AND FIRST FIVE YEARS FUND SUPPORT | $493,250 |
| NEBRASKA CHILDREN & FAMILIES FOUNDATION | ||||||
| 215 CENTENNIAL MALL S STE 200 | LINCOLN | NE | 68508 | PC | ROOTED IN RELATIONSHIPS SUPPORT | $831,746 |
| NEBRASKA EARLY CHILDHOOD COLLABORATIVE | ||||||
| 3200 N 30TH STREET STE 200 | OMAHA | NE | 68111 | PC | ALL OUR KIN PROGRAM SUPPORT | $4,510,543 |
| PROJECT HARMONY | ||||||
| 11949 Q STREET | OMAHA | NE | 68137 | PC | IMPACT FROM INFANCY SUPPORT | $5,808 |
| UNIVERSITY OF NORTH CAROLINA - CHAPEL HILL FPG CHILD DEVELOPMENT INST | ||||||
| CB 8180 105 SMITH LEVEL RD | CHAPEL HILL | NC | 27599 | GOV | EDUCARE LEARNING NETWORK EVALUATION SUPPORT | $248,388 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $10,223,611 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,500 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,329,254 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROG REL INV: NOTES REC INT INC | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,426 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,388,182 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,388,182 | 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 | 0 | RelationshipsNonchrtblEOInd |
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 | THE SHERWOOD FOUNDATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 808 CONAGRA DRIVE SUITE 200 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $30,623,719 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 68,900 SHARES OF BERKSHIRE HATHAWAY CLASS B STOCK | $15,023,645 | 2020-02-26 |
| 1 | 76,950 SHARES OF BERKSHIRE HATHAWAY CLASS B STOCK | $15,600,074 | 2020-03-11 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $16,955 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,955 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROPERTY DISTRIBUTIONS VALUED AT FAIR MARKET VALUE | IdentifierTxt |
| Form And Line Reference | FORM 990, PART III, LINE 3 | FormAndLineReferenceDesc |
| Medium Explanation | DURING 2020, 16 PROPERTY DISTRIBUTION GRANTS WERE MADE TO NINE (9) SECTION 501(C)(3) CHARITABLE ORGANIZATIONS. ALL PROPERTY DISTRIBUTIONS WERE OF BERKSHIRE HATHAWAY CLASS B STOCK. THE FAIR MARKET VALUE AND BOOK VALUE OF THE DISTRIBUTED SHARES WAS $18,857,781 AND $19,209,259, RESPECTIVELY. THE DONATED STOCK'S DEPRECIATION IN VALUE, $351,472, IS REPORTED ON FORM 990-PF, PART III, LINE 3. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BERKSHIRE HATHAWAY - CLASS B | StockNm |
| EOY Book Value | $168,338 | EOYBookValueAmt |
| EOYFMV | $168,338 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $14,961,005 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $14,961,005 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $6,914 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,914 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| STONEHENGE NEBRASKA NMTC INVESTMENT FUND II, LLC | $4,025,000 | $0 | $0 |
| USBCDC INVESTMENT FUND 102, LLC | $4,106,205 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN VALUE OF DONATED STOCK | $351,472 |
| UNREALIZED LOSS ON SECURITIES | $1,321,456 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $18,600 | $0 | $18,600 |
| TELEPHONE | $7,648 | $0 | $7,648 |
| INSURANCE | $9,383 | $0 | $9,383 |
| OFFICE SUPPLIES | $14,573 | $0 | $14,573 |
| POSTAGE | $133 | $0 | $133 |
| INTERNET | $16 | $0 | $16 |
| REPAIRS | $256 | $0 | $256 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROG REL INV: NOTES REC INT INC | Desc |
| Revenue And Expenses Per Books | $52,426 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $52,426 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $52,426 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL | CategoryTxt |
| Amt | $390,477 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $390,477 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $79,639 | $0 | $79,639 |
| EXCISE TAXES | $88,920 | $0 | $0 |