BUFFETT EARLY CHILDHOOD FUND: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BUFFETT EARLY CHILDHOOD FUND (EIN 20-1768874)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201911339349101176
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T09:13:39-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY R COOLEY | PreparerPersonNm |
| PTIN | P01523804 | PTIN |
| Phone | 4023302660 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.34.201.180 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-09 | IPDt |
| IP Tm | 16:48:06 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 06718D1991FB6EEBEB7ECD4F00D4AA79CF05A929 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5D066E2939FE45487034BD10C4A0DC94BE27FEF9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $36,723,848 | 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 | $29,853,124 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11,797 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,797 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $884,785 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,657,829 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,656,888 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $85,682 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $85,682 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $30,835,388 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,754,367 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $438,104 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $438,104 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $749,334 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $749,334 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $353,334 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $353,334 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $20,484 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $20,484 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $463,886 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $463,886 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $224,482 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $72,058 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $58,009 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $58,009 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $137,795 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $137,795 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $868 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $868 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $92,080 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $92,080 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,551,326 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,398,902 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,999,460 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,414,266 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $42,550,786 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,813,168 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,715,398 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,754,367 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $301,002 | CashBOYAmt |
| Cash EOY | $142,765 | CashEOYAmt |
| Cash EOYFMV | $142,765 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $261,172 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,246,813 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,246,813 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $371,768 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $287,241 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $287,241 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $32,909,079 | CorporateStockBOYAmt |
| Corporate Stock EOY | $26,915,824 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,915,824 | 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 | $8,131,205 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,131,205 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $41,974,226 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,723,848 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,723,848 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $5,873,149 | GrantsPayableBOYAmt |
| Grants Payable EOY | $11,835,840 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $5,873,149 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,835,840 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $36,101,077 | UnrestrictedBOYAmt |
| Unrestricted EOY | $24,888,008 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $36,101,077 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,888,008 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,974,226 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,723,848 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $36,101,077 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,715,398 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,090,942 | OtherIncreasesAmt |
| Subtotal | $27,476,621 | SubtotalAmt |
| Other Decreases | $2,588,613 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,888,008 | 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 | 2017-01-19 | AcquiredDt |
| Sold | 2018-12-31 | SoldDt |
| Gross Sales Price | $8,657,829 | GrossSalesPriceAmt |
| Cost Or Other Basis | $941 | CostOrOtherBasisAmt |
| Gain Or Loss | $8,656,888 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $8,656,888 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,656,888 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $26,868,563 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $25,907,485 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.037097 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $35,015,709 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $31,225,892 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.121368 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $32,599,800 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $28,522,875 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.142935 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $34,742,268 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $21,507,179 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.615380 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $19,962,244 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,163,077 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.964193 | DistributionYr5Rt |
| Total Distribution | 6.880973 | TotalDistributionRt |
| Average Distribution | 1.376195 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $27,353,099 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $37,643,198 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $87,544 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $37,730,742 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $37,813,168 | 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 | $87,544 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $87,544 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $87,544 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $270,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $270,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $182,456 | OverpaymentAmt |
| Applied To ES Tax | $182,456 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | $193,621 | $62,700 | $0 |
| JESSIE RASMUSSEN | ||||||||
| 808 CONAGRA DRIVE SUITE 200 | OMAHA | NE | 68102 | PRESIDENT | 40.00 | $244,483 | $49,823 | $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 |
|---|---|---|---|---|---|---|---|---|
| GLADYS HAYNES | ||||||||
| 808 CONAGRA DRIVE SUITE 200 | OMAHA | NE | 68102 | DIRECTOR OF NEBRASKA | 40.00 | $167,153 | $66,836 | $0 |
| ERIC BUCHANAN | ||||||||
| 808 CONAGRA DRIVE SUITE 200 | OMAHA | NE | 68102 | DIRECTOR OF STRATEGI | 40.00 | $162,813 | $52,185 | $0 |
| PORTIA KENNEL | ||||||||
| 808 CONAGRA DRIVE SUITE 200 | OMAHA | NE | 68102 | SENIOR ADVISOR | 40.00 | $168,261 | $36,279 | $0 |
| SUSAN MULLIN | ||||||||
| 808 CONAGRA DRIVE SUITE 200 | OMAHA | NE | 68102 | OPERATIONS DIRECTOR | 40.00 | $122,144 | $50,055 | $0 |
| EVA ROBERTS | ||||||||
| 808 CONAGRA DRIVE SUITE 200 | OMAHA | NE | 68102 | DIRECTOR OF PROGRAM | 40.00 | $122,004 | $42,414 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARABELLA ADVISORS | |||||
| 125 SOUTH CLARK ST | CHICAGO | IL | 60603 | STRATEGIC PLANNING CONSULTING | $151,773 |
| CONCORD ASSOCIATES LLC | |||||
| 127 S HIGHLAND ST | ARLINGTON | VA | 22204 | STRATEGIC PLANNING CONSULTING | $103,358 |
| CAROLYN POPE EDWARDS | |||||
| 6619 BLUE RIDGE LANE | LINCOLN | NE | 68516 | STRATEGIC PLANNING CONSULTING | $75,000 |
| 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 | $24,912,073 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,857,571 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,769,644 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,769,644 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $416,545 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,353,099 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,367,655 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,367,655 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $87,544 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $445 | IncomeTaxAmt |
| Total Tax | $87,989 | TotalTaxAmt |
| Distributable Before Adj | $1,279,666 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,423,443 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,703,109 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,703,109 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,813,168 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $37,813,168 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $87,544 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $37,725,624 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,703,109 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $37,813,168 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,703,109 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $35,110,059 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $35,110,059 | 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 | $35,110,059 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADVANCEMENT PROJECT | ||||||
| 1910 W SUNSET BLVD STE 500 | LOS ANGELES | CA | 90026 | PC | BIRTH TO TWELVE WATER COOLER CONFERENCE SUPPORT | $5,000 |
| ALL OUR KIN | ||||||
| PO BOX 8477 | NEW HAVEN | CT | 06530 | PC | STRATEGIC PLAN SUPPORT | $127,000 |
| ALLIANCE FOR EARLY SUCCESS | ||||||
| PO BOX 6756 | SHAWNEE MISSION | KS | 66206 | PC | STATE BASED EARLY CHILDHOOOD ISSUES SUPPORT | $3,026,304 |
| BELLWETHER EDUCATION PARTNERS | ||||||
| 517 BOSTON POST RD UNIT 171 | SUDBURY | MA | 01776 | PC | EARLY CHILDHOOD EDUCATION PROJECT SUPPORT | $33,787 |
| BOARD OF REGENTS OF UNIVERSITY OF WISCONSIN SYSTEM - MILWAUKEE | ||||||
| 101 COURTHOUSE 311 MAIN STREET | MILWAUKEE | WI | 54166 | PC | EDUCARE MILWAUKEE LOCAL EVALUATION SUPPORT | $51,509 |
| BRAZELTON TOUCHPOINTS PROJECT INC CHILDREN'S HOSPITAL BOSTON | ||||||
| 1295 BOYLSTON ST STE 320 | BOSTON | MA | 02215 | PC | FAMILY ENGAGEMENT PROJECT SUPPORT | $102,500 |
| CHILDREN'S CAMPUS OF KANSAS CITY | ||||||
| 444 MINNESOTA AVE STE 100 | KANSAS CITY | MO | 66101 | PC | BUILDLING PURCHASE MATCHING GRANT | $25,000 |
| CLAYTON EARLY LEARNING | ||||||
| 3801 MARTIN LUTHER KING BLVD | DENVER | CO | 80205 | PC | EMBRACE PROJECT SUPPORT | $165,873 |
| COLLEGE OF ST MARY | ||||||
| 7000 MERCY ROAD | OMAHA | NE | 68106 | PC | CHILDCARE ASSOCIATES SUPPORT | $100,000 |
| COMIC RELIEF INC | ||||||
| 488 MADISON AVENUE 10TH FLOOR | NEW YORK | NY | 10022 | PC | RED NOSE DAY - SAVE THE CHILDREN MATCHING GRANT | $1,000,000 |
| COUNCIL FOR A STRONG AMERICA | ||||||
| 1212 NEW YORK AVENUE STE 300 | WASHINGTON | DC | 20005 | PC | MISSION: READINESS SUPPORT | $150,000 |
| EARLY CHILDHOOD SERVICES | ||||||
| 985220 NEBRASKA MEDICAL CENTER | OMAHA | NE | 68198 | PC | NE EARLY CHILDHOOD COLLABORATIVE; TEEN PREGNANCY AND PARENTING PROGRAM SUPPORT | $4,255,521 |
| EDUCARE LINCOLN | ||||||
| 3435 N 14TH STREET | LINCOLN | NE | 68521 | PC | QUALITY EARLY CHILDHOOD PROGRAM OPERATING SUPPORT | $2,270,361 |
| EDUCARE NEW ORLEANS | ||||||
| 320 JULIA ST | NEW ORLEANS | LA | 70130 | PC | EDUCARE BENEFIT SUPPORT | $2,500 |
| EDUCARE OF OMAHA INC | ||||||
| 2123 PAUL STREET | OMAHA | NE | 68102 | PC | QUALITY EARLY CHILDHOOD PROGRAM OPERATING SUPPORT | $2,302,055 |
| EDUCARE WASHINGTON DC | ||||||
| 640 ANACOSTIA AVENUE NE | WASHINGTON | DC | 20019 | PC | QUALITY EARLY CHILDHOOD PROGRAM OPERATING SUPPORT | $1,503,484 |
| ERIKSON INSTITUTE | ||||||
| 451 NORTH LASALLE STREET | CHICAGO | IL | 60654 | PC | EARLY CHILDHOOD ONLINE LEARNING PROGRAM SUPPORT | $367,123 |
| KENNEBEC VALLEY COMMUNITY ACTION PROGRAM | ||||||
| 97 WATER STREET | WATERVILLE | ME | 04901 | PC | ELN PARENT AMBASSADORS PROJECT SUPPORT | $263,270 |
| KINGSLEY HOUSE | ||||||
| 1600 CONSTANCE ST | NEW ORLEANS | LA | 70130 | PC | QUALITY EARLY CHILDHOOD PROGRAM OPERATING SUPPORT | $251,112 |
| NATIONAL CENTER FOR MONTESSORI IN THE PUBLIC SECTOR | ||||||
| 125 WHITING LN | WEST HARTFORD | CT | 06119 | PC | EXECUTIVE FUNCTION ASSESSMENT PROJECT SUPPORT | $1,433 |
| NATIONAL HEAD START ASSOCIATION | ||||||
| 1651 PRINCE STREET | ALEXANDRIA | VA | 22314 | PC | EARLY CHILDHOOD INNOVATION SUMMIT AND DATA DESIGN SUPPORT | $7,500 |
| NEBRASKA CHILDREN & FAMILIES FOUNDATION | ||||||
| 215 CENTENNIAL MALL S STE 200 | LINCOLN | NE | 68508 | PC | FIRST FIVE NEBRASKA, ROOTED, COMMUNITIES4KIDS SUPPORT | $3,292,509 |
| NEXT DOOR FOUNDATION | ||||||
| 2545 N29TH STREET | MILWAUKEE | WI | 53210 | PC | EDUCARE MILWAUKEE QUALITY EARLY CHILDHOOD PROGRAM SUPPORT | $475,000 |
| NONPROFIT KNOWLEDGE WORKS | ||||||
| 1600 CONSTANCE ST | NEW ORLEANS | LA | 70130 | PC | FUTURE OF YOUNG CHILDREN FORECAST PROJECT SUPPORT | $50,000 |
| OMAHA EARLY LEARNING CENTERS | ||||||
| 5810 S 42 STREET | OMAHA | NE | 68107 | PC | QUALITY BIRTH TO FIVE EDUCATION PROGRAM SUPPORT | $2,144,583 |
| OMAHA SCHOOLS FOUNDATION | ||||||
| 3861 FARNAM STREET | OMAHA | NE | 68131 | PC | NORTH OMAHA LEARNING CENTER WRAP AROUND CARE SUPPORT | $60,609 |
| OUNCE OF PREVENTION FUND | ||||||
| 33 W MONROE STREET STE 2400 | CHICAGO | IL | 60603 | PC | EDUCARE LEARNING NETWORK (ELN); FIRST FIVE YEARS FUND SUPPORT | $5,010,440 |
| PARTNERSHIP 4 KIDS | ||||||
| 1004 FARNAM STREET STE 200 | OMAHA | NE | 68102 | SO I | BOOK BUDDY PROGRAM SUPPORT | $42,325 |
| PHOENIX ACADEMY DAY SCHOOL | ||||||
| 1110 N 66TH STREET | OMAHA | NE | 68132 | PC | SCHOLARSHIP LUNCHEON SUPPOR | $1,150 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||
| 1033 MASSACHUSETTS AVE STE 3 | CAMBRIDGE | MA | 02138 | PC | CENTER FOR THE DEVELOPING CHILD SUPPORT | $1,510,870 |
| PROJECT HARMONY | ||||||
| 11949 Q STREET | OMAHA | NE | 68137 | PC | IMPACT FROM INFANCY PROJECT SUPPORT | $304,063 |
| SOUTHWEST HUMAN DEVELOPMENT | ||||||
| 1300 N 48TH STREET | PHOENIX | AZ | 85008 | PC | ELN QUALITY TEACHING INITIATIVE SUPPORT & BREAKTHROUGH GRANT | $719,228 |
| SPRINGFIELD OPERATIONS ECS INC | ||||||
| 1 MONARCH PL SE 1300 | SPRINGFIELD | MA | 01114 | PC | EDUCARE SPRINGFIELD CAPITAL CAMPAIGN | $1,979,732 |
| THE FAMILY CONSERVANCY | ||||||
| 444 MINNESOTA AVE STE 200 | KANSAS CITY | KS | 66101 | PC | PARTNERSHIP PROJECT SUPPORT | $100,000 |
| TIDES FOUNDATION | ||||||
| PO BOX 29903 | SAN FRANCISCO | CA | 94129 | PC | GRADE LEVEL READING PROGRAM SUPPORT | $250,000 |
| TSNEMISSIONWORKS | ||||||
| 89 SOUTH ST STE 700 | BOSTON | MA | 02111 | PC | EARLY CHILDHOOD EDUCATION PROJECT SUPPORT | $1,470,113 |
| UNITED PLANNING ORGANIZATION | ||||||
| 301 RHODE ISLAND AVE NW | WASHINGTON | DC | 20001 | PC | MLK BREAKFAST BENEFIT SUPPORT | $10,000 |
| UNIVERSITY OF CHICAGO | ||||||
| 1126 EAST 59TH STREET | CHICAGO | IL | 60637 | GOV | EARLY CHILDHOOD EDUCATION RESEARCH SUPPORT | $400,000 |
| UNIVERSITY OF MIAMI OFFICE OF RESEARCH ADMINISTRATION | ||||||
| PO BOX 405803 | ATLANTA | GA | 30384 | GOV | EARLY CHILDHOOD EDUCATION SCIENCE INQUIRTY SUPPORT | $361,248 |
| UNIVERSITY OF NEBRASKA FOUNDATION | ||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | PC | EARLY CHILDHOOD EDUCATION LEADERSHIP COHORT FUND SUPPORT | $176,843 |
| UNIVERSITY OF NEBRASKA MED CTR MONROE MEYER INSTITUTE | ||||||
| 600 SOUTH 42ND STREET | OMAHA | NE | 68198 | GOV | EDUCARE OMAHA AND EARLY CHILDHOOD SERVICES EVALUATION; MINDFULNESS & MASTERY SUPPORT | $818,527 |
| UNIVERSITY OF NEBRASKA-LINCOLN | ||||||
| PO BOX 830861 | LINCOLN | NE | 68583 | GOV | EDUCARE LINCOLN EVALUATION SUPPORT | $225,694 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,414,266 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOARD OF REGENTS OF UNIVERSITY OF WISCONSIN SYSTEM - MILWAUKEE | ||||||
| PO BOX 500 | MILWAUKEE | WI | 53201 | GOV | EDUCARE MILWAUKEE LOCAL EVALUATION SUPPORT | $158,130 |
| BRAZELTON TOUCHPOINTS PROJECT INC CHILDREN'S HOSPITAL BOSTON | ||||||
| 1295 BOYLSTON ST STE 320 | BOSTON | MA | 02215 | PC | BTC/ELN COLLABORATION SUPPORT | $477,300 |
| CLAYTON EARLY LEARNING | ||||||
| 3801 MARTIN LUTHER KING BLVD | DENVER | CO | 80205 | PC | EMBRACE PROJECT SUPPORTEMBRACE PROJECT SUPPORT | $331,748 |
| EDUCARE LINCOLN | ||||||
| 3435 N 14TH STREET | LINCOLN | NE | 68521 | PC | QUALITY EARLY CHILDHOOD PROGRAM OPERATING SUPPORT | $1,273,278 |
| EDUCARE OF OMAHA INC | ||||||
| 2123 PAUL STREET | OMAHA | NE | 68102 | PC | QUALITY EARLY CHILDHOOD PROGRAM OPERATING SUPPORT | $1,797,945 |
| EDUCARE OF WASHINGTON DC | ||||||
| 640 ANACOSTIA AVENUE NE | WASHINGTON | DC | 20019 | PC | QUALITY EARLY CHILDHOOD PROGRAM OPERATING SUPPORT | $394,596 |
| ERIKSON INSTITUTE | ||||||
| 451 NORTH LASALLE STREET | CHICAGO | IL | 60654 | PC | DISTANCE LEARNING PROJECT AND GENERAL SUPPORT | $201,917 |
| KENNEBEC VALLEY COMMUNITY ACTION PROGRAM | ||||||
| 97 WATER STREET | WATERVILLE | ME | 04901 | PC | ELN PARENT AMBASSADORS PROJECT | $733,739 |
| KINGSLEY HOUSE | ||||||
| 1600 CONSTANCE ST | NEW ORLEANS | LA | 70130 | PC | QUALITY EARLY CHILDHOOD PROGRAM OPERATING SUPPORT | $248,888 |
| LINCOLN COMMUNITY FOUNDATION | ||||||
| 215 CENTENNIAL MALL S STE 100 | LINCOLN | NE | 68508 | PC | PROJECT SUPPORT | $250,000 |
| NEBRASKA CHILDREN & FAMILIES FOUNDATION | ||||||
| 215 CENTENNIAL MALL S STE 100 | LINCOLN | NE | 68508 | PC | ROOTED IN RELATIONSHIPS SUPPORT | $425,792 |
| NEXT DOOR FOUNDATION | ||||||
| 2545 N29TH STREET | MILWAUKEE | WI | 53201 | PC | EARLY CHILDHOOD PROGRAM SUPPORT | $475,000 |
| PROJECT HARMONY | ||||||
| 11949 Q STREET | OMAHA | NE | 68137 | PC | IMPACT FROM INFANCY SUPPORT | $16,068 |
| SOUTHWEST HUMAN DEVELOPMENT | ||||||
| 2850 N 24TH STREET | PHOENIX | AZ | 85008 | PC | ELN QUALITY TEACHING INITIATIVE SUPPORT & BREAKTHROUGH GRANT | $1,179,874 |
| UNIVERSITY OF CHICAGO | ||||||
| 1126 EAST 59TH STREET | CHICAGO | IL | 60637 | GOV | EARLY CHILDHOOD EDUCATION RESEARCH AND COMMUNICATIONS | $250,000 |
| UNIVERSITY OF MIAMI | ||||||
| PO BOX 405803 | ATLANTA | GA | 30384 | GOV | EARLY CHILDHOOD EDUCATION | $1,313,163 |
| UNIVERSITY OF NEBRASKA MED CTR MONROE MEYER INSTITUTE | ||||||
| 600 SOUTH 42ND STREET | OMAHA | NE | 68198 | GOV | EDUCARE OMAHA, ECS AND OELC LOCAL EVALUATION SUPPORT | $101,594 |
| UNIVERSITY OF NEBRASKA MEDICAL CENTER | ||||||
| 600 SOUTH 42ND STREET | OMAHA | NE | 68198 | GOV | OPERATING SUPPORT | $1,094,379 |
| 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 | $1,112,429 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $11,835,840 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,797 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $884,785 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROG REL INV: NOTES REC INT INC | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85,682 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $982,264 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $982,264 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| THE SHERWOOD FOUNDATION | ||||||
| 1 | 808 CONAGRA DRIVE SUITE 200 | OMAHA | NE | 68102 | $14,946,525 | Yes (X) |
| THE SHERWOOD FOUNDATION | ||||||
| 2 | 808 CONAGRA DRIVE SUITE 200 | OMAHA | NE | 68102 | $14,906,599 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 76,250 SHARES OF BERKSHIRE HATHAWAY CLASS B STOCK | $14,946,525 | 2018-02-12 |
| 2 | 75,100 SHARES OF BERKSHIRE HATHAWAY CLASS B STOCK | $14,906,599 | 2018-10-29 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $12,950 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,950 | 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 2018, 29 PROPERTY DISTRIBUTION GRANTS WERE MADE TO FOURTEEN (14) SECTION 501(C)(3) CHARITABLE ORGANIZATIONS. ALL PROPERTY DISTRIBUTIONS WERE OF BRK B STOCK. THE FAIR MARKET VALUE AND BOOK VALUE OF THE DISTRIBUTED SHARES WAS $28,529,715 AND $25,484,722, RESPECTIVELY. THE DONATED STOCK'S APPRECIATION, $3,044,993, 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 | $26,915,824 | EOYBookValueAmt |
| EOYFMV | $26,915,824 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $20,484 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,484 | 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 | $4,025,000 | $4,025,000 |
| USBCDC INVESTMENT FUND 102, LLC | $4,106,205 | $4,106,205 | $4,106,205 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON CONTRIBUTED STOCK HELD AT YEAR END | Desc |
| Amt | $2,588,613 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $48,300 | $0 | $48,300 |
| TELEPHONE | $14,352 | $0 | $14,352 |
| INSURANCE | $6,571 | $0 | $6,571 |
| EQUIPMENT | $22,573 | $0 | $22,573 |
| POSTAGE | $139 | $0 | $139 |
| INTERNET | $145 | $0 | $145 |
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 | $85,682 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $85,682 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $85,682 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | APPRECIATION IN VALUE OF DONATED STOCK | Desc |
| Amt | $3,090,942 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ARCHITECTURAL | $11,935 | $0 | $11,935 |
| OTHER PROFESSIONAL | $451,951 | $0 | $451,951 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $72,058 | $0 | $72,058 |
| EXCISE TAXES | $152,424 | $0 | $0 |