HIRSCHFELD FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HIRSCHFELD FAMILY FOUNDATION INC (EIN 47-0762188)
- Tax period
- 2018-09-01 to 2019-08-31
- Filed
- 2020-01-13
- IRS object ID
- 202000139349100105
- Schema version
- 2018v3.1
- 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 | 2020-01-13T09:54:43-06:00 | ReturnTs |
| Tax Period End | 2019-08-31 | 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 | 2018-09-01 | 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 | DANIEL J HIRSCHFELD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3082343927 | PhoneNum |
| Signature | 2020-01-15 | 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 | 2018 | 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 | $182,673,606 | 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 | $279,962 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $279,962 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,895,359 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,895,359 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,045,928 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $48,717,182 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,045,928 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $23,221,249 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,221,249 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $93,594 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $23,399 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $70,195 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,961 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $990 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,971 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,845 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,711 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,134 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $524,962 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $524,962 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $468,421 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,657 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,299 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $325 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $974 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $899 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $899 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,103,981 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $566,943 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $82,274 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,614,782 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,614,782 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,718,763 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $566,943 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,697,056 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,502,486 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,654,306 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $209,307 | CashBOYAmt |
| Cash EOY | $77,392 | CashEOYAmt |
| Cash EOYFMV | $77,392 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,431,095 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,967,355 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,967,355 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $78,421,083 | CorporateStockBOYAmt |
| Corporate Stock EOY | $89,767,176 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $164,352,639 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,666,268 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,865,762 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,228,478 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,358,394 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $909,177 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,047,742 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $94,086,147 | TotalAssetsBOYAmt |
| Total Assets EOY | $107,586,862 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $182,673,606 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,397 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $627 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,397 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $627 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $35,843 | CapitalStockBOYAmt |
| Capital Stock EOY | $35,843 | CapitalStockEOYAmt |
| Retained Earning BOY | $94,047,907 | RetainedEarningBOYAmt |
| Retained Earning EOY | $107,550,393 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $94,083,750 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $107,586,236 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $94,086,147 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $107,586,863 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $94,083,750 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,502,486 | ExcessRevenueOverExpensesAmt |
| Subtotal | $107,586,236 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $107,586,236 | 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 | 2019-08-31 | SoldDt |
| Gross Sales Price | $48,717,182 | GrossSalesPriceAmt |
| Cost Or Other Basis | $28,671,254 | CostOrOtherBasisAmt |
| Gain Or Loss | $20,045,928 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $20,045,928 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,045,928 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,692,332 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $159,420,079 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041979 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,629,886 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $141,989,912 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053735 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,308,227 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $151,291,558 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054915 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,443,475 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $171,910,390 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049116 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,431,744 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $167,290,408 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044424 | DistributionYr5Rt |
| Total Distribution | 0.244169 | TotalDistributionRt |
| Average Distribution | 0.048834 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $170,389,725 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,320,812 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $226,543 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,547,355 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,697,056 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $226,543 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $226,543 | SubtotalAmt |
| Tax Based On Investment Income | $226,543 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $343,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $343,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $116,457 | OverpaymentAmt |
| Applied To ES Tax | $116,457 | 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 |
| 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 | $73,594 | $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 | $468,564 |
| GOLDMAN SACHS | |||||
| 100 CRESCENT COURT SUITE 1000 | DALLAS | TX | 75201 | INVESTMENT ADVISORY | $56,398 |
| 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 | $160,467,412 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,517,080 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $172,984,492 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $172,984,492 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,594,767 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $170,389,725 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,519,486 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,519,486 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $226,543 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $226,543 | TotalTaxAmt |
| Distributable Before Adj | $8,292,943 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,292,943 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,292,943 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,697,056 | 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 | $8,697,056 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $226,543 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,470,513 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,292,943 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,690,474 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,697,056 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,690,474 | AppliedToYear1Amt |
| Applied To Current Year | $1,006,582 | AppliedToCurrentYearAmt |
| 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 |
| Undistributed Income CY | $7,286,361 | 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 (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| South Central NE Area Agency on Aging | |||||||
| 620 E 25th St 12 | Kearney | NE | 68847 | NONE | PC | General Support | $3,000 |
| Foundation for Annie Jeffrey | |||||||
| PO Box 428 | Osceola | NE | 68651 | NONE | PC | Equipment | $10,000 |
| Lifeline of Hope | |||||||
| PO Box 1100 | Kalispell | MT | 59901 | NONE | PC | General Support | $10,000 |
| Central Community College | |||||||
| 201 Foundation Place Suite 200 | Hastings | NE | 68901 | NONE | PC | General Support | $1,000,000 |
| American Red Cross | |||||||
| Fort Chapter 104 West 46th Street | Kearney | NE | 68847 | NONE | PC | Equipment | $45,000 |
| Omaha Symphony Association | |||||||
| 1905 Harney Street Suite 400 | Omaha | NE | 68102 | NONE | PC | General Support | $7,000 |
| Community Action Partnership of Mid-NE | |||||||
| 16 W 11th Street | Kearney | NE | 68847 | NONE | PC | General Support | $1,500 |
| University of Nebraska Foundation | |||||||
| PO Box 2678 | Kearney | NE | 68848 | NONE | PC | Capital Improvement | $1,000,000 |
| Kearney Area Animal Shelter | |||||||
| 3205 West Hwy 30 | Kearney | NE | 68845 | NONE | PC | General Support | $100,000 |
| World Theatre Foundation | |||||||
| PO Box 1694 | Kearney | NE | 68848 | NONE | PC | Capital Improvement | $50,000 |
| NE State Historical Foundation | |||||||
| 128 N 13th St Suite 1010 | Lincoln | NE | 68508 | NONE | PC | Capital Improvement | $50,000 |
| City of Kearney | |||||||
| 18 E 22nd Street | Kearney | NE | 68847 | NONE | GOV | Equipment | $65,000 |
| University of Nebraska Foundation | |||||||
| PO Box 2678 | Kearney | NE | 68848 | NONE | PC | Scholarships | $30,000 |
| Gothenburg Community Playhouse | |||||||
| PO Box 15 | Gothenburg | NE | 69138 | NONE | PC | Capital Improvement | $20,000 |
| American Red Cross | |||||||
| Fort Chapter 104 West 46th Street | Kearney | NE | 68847 | NONE | PC | Disaster Relief | $25,000 |
| Franklin County Senior Citizen's Services Inc | |||||||
| 621 15th Avenue | Franklin | NE | 68939 | NONE | PC | Capital Improvement | $2,000 |
| World Theatre Foundation | |||||||
| PO Box 1694 | Kearney | NE | 68848 | NONE | PC | Capital Improvement | $25,000 |
| Make-A-Wish Foundation | |||||||
| 11836 Arbor Street | Omaha | NE | 68144 | NONE | PC | General Support | $25,000 |
| Madonna Foundation | |||||||
| 5401 South Street | Lincoln | NE | 68506 | NONE | PC | Capital Improvement | $50,000 |
| Boys Town National Research Hospital | |||||||
| 14100 Crawford Street | Boys Town | NE | 68010 | NONE | PC | General Support | $10,000 |
| Girl Scouts | |||||||
| 2412 Hwy 30 East Suite 1 | Kearney | NE | 68847 | NONE | PC | Capital Improvement | $8,000 |
| Oshkosh Water Tower | |||||||
| 10181 Mountain Maple Drive | Highlands Ranch | CO | 80129 | NONE | PC | Capital Improvement | $8,000 |
| Nebraska Humanities Council | |||||||
| 215 Centennial Mall South Suite 22 | Lincoln | NE | 68508 | NONE | PC | General Support | $2,000 |
| Kearney YMCA | |||||||
| 4500 Sixth Avenue | Kearney | NE | 68847 | NONE | PC | Capital Improvement | $169,790 |
| University of Nebraska Foundation | |||||||
| PO Box 2678 | Kearney | NE | 68848 | NONE | PC | Cancer Center | $1,000,000 |
| York College | |||||||
| 1125 East 8th Street | York | NE | 68467 | NONE | PC | Scholarships | $1,000,000 |
| Hastings Literacy Program | |||||||
| 123 North Marian Road | Hastings | NE | 68901 | NONE | PC | General Support | $1,500 |
| Mayo Foundation | |||||||
| 200 First Street SW | Rocherster | MN | 55902 | NONE | PC | Research | $1,000,000 |
| University of Nebraska Foundation | |||||||
| PO Box 2678 | Kearney | NE | 68848 | NONE | PC | Pediatric Brain Cancer Fund | $10,000 |
| Kearney Area Community Found | |||||||
| 412 W 48th 12 | Kearney | NE | 68845 | NONE | PC | Disaster Relief | $100,000 |
| City of Kearney | |||||||
| 18 E 22nd Street | Kearney | NE | 68847 | NONE | GOV | Capital Improvement | $577,550 |
| Kimball Hospital Foundation | |||||||
| 505 S Burg Street | Kimball | NE | 69145 | NONE | PC | Equipment | $6,000 |
| Wellspring Pregnancy Health Center | |||||||
| 223 East 14th Street Suite 202 | Hastings | NE | 68901 | NONE | PC | General Support | $3,442 |
| CHI Health Good Samaritan Foundation | |||||||
| 115 West 32nd Street | Kearney | NE | 68845 | NONE | PC | Capital Improvement | $2,000,000 |
| York College | |||||||
| 1125 East 8th Street | York | NE | 68467 | NONE | PC | Scholarships | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,614,782 | 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 | $279,962 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,895,359 | 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 | $20,045,928 | 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 | $23,221,249 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,221,249 | 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 | $10,845 | Amt |
| Net Investment Income | $2,711 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,134 | 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 | $7,865,762 | EOYBookValueAmt |
| EOYFMV | $8,228,478 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS STOCKS | $11,525,022 | $11,818,119 |
| WILLIAM BLAIR STOCKS | $72,542,154 | $147,615,514 |
| WILLIAM BLAIR MUTUAL FUNDS | $5,700,000 | $4,919,006 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Book Value | $909,177 | BookValueAmt |
| EOYFMV | $1,047,742 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,961 | LegalFeesAmt |
| Net Investment Income | $990 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,971 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK CHARGES AND FEES | $299 | $299 |
| 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 | $524,962 | Amt |
| Net Investment Income | $524,962 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $13,657 | $13,657 |
| FEDERAL INCOME TAXES | $454,764 |