THE FRED AND EVE SIMON CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE FRED AND EVE SIMON CHARITABLE FOUNDATION (EIN 36-3585646)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-09
- IRS object ID
- 202113139349101111
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-09T10:13:28-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363585646 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRED AND EVE SIMON CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRED | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1308 JACKSON STREET STE 614 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD D SIMON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4025978115 | PhoneNum |
| Signature | 2021-11-09 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TODD | PersonFirstNm |
| Person Last | SIMON | 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 | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| 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 | $4,878,518 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $278,440 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $278,440 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $66,178 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,178 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$88,115 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $62,443 | GrossSalesPriceAmt |
| Total Rev And Expnss | $256,503 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $344,618 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $21,564 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,564 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,292 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,292 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $13,880 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,880 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $36,736 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,736 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,432,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,432,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,469,236 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,736 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,432,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,212,733 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $307,882 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,072,527 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,083,403 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,083,403 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,400 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,520 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,400 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,400 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,684,175 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,734,145 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,912,197 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $313,830 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $294,909 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $294,909 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $841,103 | OtherAssetsBOYAmt |
| Other Assets EOY | $586,609 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $586,609 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,913,155 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,700,466 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,878,518 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $5,913,155 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $4,700,466 | AdditionalPaidInCapitalEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,913,155 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,700,466 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,913,155 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,700,466 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,913,155 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,212,733 | ExcessRevenueOverExpensesAmt |
| Other Increases | $55 | OtherIncreasesAmt |
| Subtotal | $4,700,477 | SubtotalAmt |
| Other Decreases | $11 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,700,466 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | D | 2020-02-27 | 2020-03-12 | $58,171 | $150,447 | -$92,276 | -$92,276 |
| PUBLICLY TRADED SECURITIES | D | 2015-12-03 | 2020-11-17 | $4,272 | $111 | $4,161 | $4,161 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$88,115 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$92,276 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,280 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,280 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,280 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,427 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,427 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,147 | OverpaymentAmt |
| Applied To ES Tax | $4,147 | 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 | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | TODD D SIMON | IndividualWithBooksNm |
| Phone | 4025978115 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11030 O STREET | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 681342346 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| EVE SIMON | ||||||||
| 11030 O STREET | OMAHA | NE | 68137 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| TODD D SIMON | ||||||||
| 11030 O STREET | OMAHA | NE | 68137 | SECRETARY & TREASURER | 5.00 | $0 | $0 | $0 |
| RICHARD ORTEGA | ||||||||
| 202 SCHOOLHOUSE LANE | GLEN MILLS | PA | 19342 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| STEVEN R BLOCH | ||||||||
| 444 REGENCY PARKWAY DR 100 | OMAHA | NE | 68114 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,688,714 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,710,380 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $881,518 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,280,612 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,280,612 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,209 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,201,403 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $260,070 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $260,070 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,280 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,280 | TotalTaxAmt |
| Distributable Before Adj | $255,790 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $255,790 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $255,790 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,432,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,432,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,432,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $255,790 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $92,350 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $713,932 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,007,678 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,926,124 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,308,505 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,048,589 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,432,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $255,790 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,176,710 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,225,299 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $92,350 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,132,949 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $713,932 | ExcessFromYear4Amt |
| Excess From Year3 | $1,007,678 | ExcessFromYear3Amt |
| Excess From Year2 | $2,926,124 | ExcessFromYear2Amt |
| Excess From Year1 | $2,308,505 | ExcessFromYear1Amt |
| Excess From Current Year | $1,176,710 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NA | PC | PROMOTE SECURITY OF LIBERTIES ENJOYED BY AMERICA | $55,000 |
| AMERICAN MIDWEST BALLET | |||||||
| PO BOX 6413 | OMAHA | NE | 68106 | NA | PC | INSPIRE THE COMMUNITY THROUGH THE ART OF DANCE | $125,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 333 S 132ND ST | OMAHA | NE | 68154 | NA | PC | ADDRESS ISSUES OF PREJUDICE AND DISCRIMINATION | $45,000 |
| BEMIS CENTER FOR CONTEMPORARY ARTS | |||||||
| 724 SOUTH 12th STREET | OMAHA | NE | 68102 | NA | PC | SPONSOR PERFORMING ARTISTS | $50,000 |
| BROWNELL TALBOT | |||||||
| 400 NORTH HAPPY HOLLOW BOULEVARD | OMAHA | NE | 68132 | NA | PC | DEDICATED TO ACADEMIC EXCELLENCE AND PREPARING S | $2,000 |
| CHICAGO FILMMAKERS | |||||||
| 1326 W HOLLYWOOD AVE | CHICAGO | IL | 60660 | NA | PC | FOSTERS THE CREATION APPRECIATION AND UNDERSTA | $10,000 |
| CIVIC NEBRASKA | |||||||
| 1111 LINCOLN MALL SUITE 350 | LINCOLN | NE | 68508 | NA | PC | SUPPORT K-12 YOUTH CIVIC ENGAGEMENT | $25,000 |
| FILM STREAMS | |||||||
| 1340 MIKE FAHEY STREET | OMAHA | NE | 68102 | NA | PC | SUPPORT ART EXHIBITIONS | $20,000 |
| HEARTLAND WORKERS CENTER | |||||||
| 4923 SOUTH 24TH STREET STE 3A | OMAHA | NE | 68107 | NA | PC | IMPROVE THE QUALITY OF LIFE OF LATINOA IMMIGRAN | $60,000 |
| IMMIGRANT LEGAL CENTER | |||||||
| 4223 CENTER ST | OMAHA | NE | 68105 | NA | PC | SUPPORT IMMIGRANTS BY PROVIDING HIGH QUALITY LEG | $50,000 |
| INTERCULTURAL SENIOR CENTER | |||||||
| 5545 CENTER STREET | OMAHA | NE | 68106 | NA | PC | PROVIDE A DAYTIME ACTIVITY CENTER FOR OLDER ADUL | $100,000 |
| JEWISH FEDERATION OF OMAHA FOUNDATI | |||||||
| 333 SOUTH 132nd ST | OMAHA | NE | 68154 | NA | PC | PROVIDE FUNDS FOR COMMUNITY BENEFIT ACTIVITIES | $120,000 |
| JOSLYN ART MUSEUM | |||||||
| 2200 DODGE STREET | OMAHA | NE | 68102 | NA | PC | SUPPORT ART EXHIBITIONS | $30,000 |
| KVNO CLASICAL 907 FM | |||||||
| 6001 DODGE STREET | OMAHA | NE | 68182 | NA | PC | SUPPORT BROADCASTS OF CLASSICAL MUSIC | $5,000 |
| LATINO CENTER OF THE MIDLANDS | |||||||
| 4821 S 24TH ST | Omaha | NE | 68107 | NA | PC | SUPPORT EMPLOYABILITY OF LATINO YOUTH | $10,000 |
| METROPOLITAN COMM COLLEGE FOUNDATI | |||||||
| PO BOX 3777 | OMAHA | NE | 68103 | NA | PC | SUPPORT PERFORMING ARTISTS | $56,000 |
| MONTESSORI CHILDRENS ROOM | |||||||
| 7302 BURT ST | OMAHA | NE | 68114 | NA | PC | PROVIDE CHILDREN WITH THE OPPORTUNITY TO ACHIEVE | $2,000 |
| NE SHAKESPEARE FESTIVAL | |||||||
| 720 NORTH 57TH AVE | OMAHA | NE | 68132 | NA | PC | SUPPORT PERFORMING ARTISTS | $35,000 |
| NEBRASKA APPLESEED CENTER FOR LAW | |||||||
| 941 O ST 920 | LINCOLN | NE | 68508 | NA | PC | PROVIDE ACCESS TO LEGAL SERVICES TO NE FAMILIES | $100,000 |
| NEBRASKA CIVIC ENGAGEMENT TABLE | |||||||
| 211 N 14TH STREET | LINCOLN | NE | 68508 | NA | PC | STRENGTHEN THE COLLECTIVE IMPACT OF NONPROFIT 50 | $30,000 |
| NEBRASKA CULTURAL ENDOWMENT | |||||||
| 1004 FARNAM ST | OMAHA | NE | 68102 | NA | PC | SUPPORT PUBLIC ART EXHIBITIONS | $20,000 |
| OLLIE WEBB CENTER INC | |||||||
| 1941 S 42ND ST 122 | OMAHA | NE | 68105 | NA | PC | SUPPORT PEOPLE WITH DISABILITIES AND THEIR FAMIL | $50,000 |
| OMAHA COMMUNITY FOUNDATION | |||||||
| 3555 FARNAM ST 222 | OMAHA | NE | 68131 | NA | PC | CONNECT THE DOTS BETWEEN THE COMPLEX NEEDS OF TH | $30,000 |
| OMAHA SYMPHONY | |||||||
| 1605 HOWARD STREET | OMAHA | NE | 68102 | NA | PC | SUPPORT PERFORMING ARTISTS | $42,500 |
| OPERA OMAHA | |||||||
| 1625 FARNAM STE 100 | OMAHA | NE | 68102 | NA | PC | SUPPORT PERFORMING ARTISTS | $220,000 |
| PLANNED PARENTHOOD OF NEBRASKA | |||||||
| 5631 S 48TH ST SUITE 100 | LINCOLN | NE | 68516 | NA | PC | PROVIDE FAMILY PLANNING EDUCATION PROGRAMS | $30,000 |
| THE UNION FOR CONTEMPORARY ART | |||||||
| 2423 NORTH 24TH STREET | OMAHA | NE | 68110 | NA | PC | PROVIDE DIRECT SUPPORT TO LOCAL ARTISTS | $50,000 |
| UNITED STATES ARTISTS | |||||||
| 980 NORTH MICHIGAN AVENUE STE 1300 | CHICAGO | IL | 60611 | NA | PC | SUPPORT PERFORMING ARTISTS | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,432,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $278,440 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,178 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$88,115 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $256,503 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $256,503 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DIMENSIONAL EMERGING MKTS VAL | $160,231 | $146,458 |
| DFA US SMALL CAP VALUE PRTF IN | $222,481 | $213,901 |
| DFA ONE YEAR FIXED INCOME PRTF | $726,128 | $728,838 |
| DODGE & COX INCOME | $426,447 | $459,174 |
| DOUBLELINE TOTAL RETURN BOND F | $498,803 | $509,258 |
| ISHARES MSCI EMERGING MARKETS | $50,027 | $54,460 |
| ISHARES MSCI EAFE ETF | $300,101 | $314,093 |
| OPPENHEIMER DEVELOPING MARKETS | $0 | $0 |
| VANGUARD INDEX FDS | $249,987 | $350,907 |
| VANGUARD INDEX FDS VANGUARD SM | $99,940 | $135,108 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ASCOT FINANCIAL LLC | $0 | $0 |
| ATEL GROWTH CAPITAL FUND V LIQUIDAT | $5,726 | $5,726 |
| COMPASS ROYALTY MANAGEMENT LLC | $145,137 | $145,137 |
| TERROIR WINERY FUND LP | $41,820 | $41,820 |
| FRANKLIN ST. PROPERTIES 303 E WACKE | $17,852 | $17,852 |
| FRANKLIN ST. PROPERTIES 385 INTERLO | $110 | $110 |
| FRANKLIN ST. PROPERTIES 50 S 10TH S | $1,416 | $1,416 |
| FRANKLIN ST. PROPERTIES CENTRE POIN | $81,625 | $81,625 |
| FRANKLIN ST. PROPERTIES UNION CENTR | $93 | $93 |
| FRANKLIN ST. PROPERTIES GALLERIA NO | $1,130 | $1,130 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OMAHA STEAKS INTL INC DEBENTURE | $560,734 | $391,071 | $391,071 |
| OMAHA STEAKS INC DEBENTURE | $280,369 | $195,538 | $195,538 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE EXPENSES FROM K-1 | Desc |
| Amt | $11 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| WIRE TRANSFER SERVICE FEE | $30 | $30 | $0 | $0 |
| PARTNERSHIP LOSS | $13,850 | $13,850 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER TAX-EXEMPT INCOME FROM K-1 | Desc |
| Amt | $55 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $21,564 | Amt |
| Net Investment Income | $21,564 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX ON DIVIDENDS | $1,015 | $1,015 | $0 | $0 |
| STATE TAX WITHHOLDING | $277 | $277 | $0 | $0 |