ROBERT B DAUGHERTY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT B DAUGHERTY FOUNDATION (EIN 36-3766006)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201823189349102367
- Schema version
- 2017v2.3
- 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 Other Schedule2
- 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 | 2018-11-14T14:01:44-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 1120 S 101ST ST STE 410 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 681241088 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363766006 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT B DAUGHERTY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOHN WILSON | InCareOfNm |
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 4029334663 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE VALMONT PLAZA Suite 202 | AddressLine1Txt |
| City | Omaha | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN K WILSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4029334663 | PhoneNum |
| Signature | 2018-11-15 | 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 | 4023921040 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 47008520183185000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F44951193556BE4062C14245A0E72B18ABBECF66 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F44951193556BE4062C14245A0E72B18ABBECF66 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $773,783,950 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $185,226 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $185,226 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,018,516 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,978,359 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $40,157 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $57,026,067 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $57,026,067 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,409,110 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,409,110 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $70,638,919 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $70,598,762 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $40,157 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $729,442 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $145,888 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $583,554 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $329,519 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $65,904 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $263,615 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $193,419 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $38,684 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $154,735 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $24,960 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $22,464 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,496 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $42,935 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,587 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $34,348 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,481,019 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,410,605 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $70,414 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $49,856 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $49,856 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $882,598 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $232,942 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $39,656 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $113,842 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $113,842 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $207,522 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $41,504 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $166,018 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,109,642 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,875,842 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $191,289 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,164,754 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,006,118 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,506,125 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,050,672 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,050,672 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,215,426 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,006,118 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,556,797 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $25,423,493 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,592,644 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $40,157 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $19,174,099 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,273,395 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,273,395 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $690,792,381 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $754,019,589 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $754,019,589 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,439,098 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $905,136 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $609,039 | LandBOYAmt |
| Land EOY | $533,962 | LandEOYAmt |
| Land EOYFMV | $533,962 | LandEOYFMVAmt |
| Other Assets BOY | $58,284 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,957,004 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,957,004 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $710,633,803 | TotalAssetsBOYAmt |
| Total Assets EOY | $773,783,950 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $773,783,950 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $710,633,803 | UnrestrictedBOYAmt |
| Unrestricted EOY | $773,783,950 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $0 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $0 | TemporarilyRestrictedEOYAmt |
| Permanently Restricted BOY | $0 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $0 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $710,633,803 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $773,783,950 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $710,633,803 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $773,783,950 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $710,633,803 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $25,423,493 | ExcessRevenueOverExpensesAmt |
| Other Increases | $62,590,069 | OtherIncreasesAmt |
| Subtotal | $798,647,365 | SubtotalAmt |
| Other Decreases | $24,863,415 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $773,783,950 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | OTHER - DETAIL AVAILABLE UPON REQUEST | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gain Or Loss | $57,026,067 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $57,026,067 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $35,981,669 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $696,823,961 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051637 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $36,913,072 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $729,101,589 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050628 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $35,215,602 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $763,059,100 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046151 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $31,170,484 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $743,529,246 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041922 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $25,338,173 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $676,131,741 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037475 | DistributionYr5Rt |
| Total Distribution | 0.227813 | TotalDistributionRt |
| Average Distribution | 0.045563 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $739,288,066 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $33,684,182 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $625,926 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $34,310,108 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $36,556,797 | 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 | $625,926 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $625,926 | SubtotalAmt |
| Tax Based On Investment Income | $625,926 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $608,357 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $190,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $798,357 | TotalPaymentsAndCreditsAmt |
| Overpayment | $172,431 | OverpaymentAmt |
| Applied To ES Tax | $172,431 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN WILSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4029334663 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE VALMONT PLAZA SUITE 202 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | EI | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| J TIMOTHY DAUGHERTY | |||||||||
| ONE VALMONT PLAZA | 202 | Omaha | NE | 68154 | trustee | 1.0 | $35,000 | $0 | $0 |
| ROBERT DAUGHERTY III | |||||||||
| ONE VALMONT PLAZA | 202 | Omaha | NE | 68154 | TRUSTEE | 1.0 | $35,000 | $0 | $2,907 |
| F JOE DAUGHERTY | |||||||||
| ONE VALMONT PLAZA | 202 | Omaha | NE | 68154 | TRUSTEE | 1.0 | $35,000 | $0 | $0 |
| MOGENS BAY | |||||||||
| ONE VALMONT PLAZA | 202 | Omaha | NE | 68154 | TRUSTEE | 1.0 | $35,000 | $0 | $0 |
| KEN STINSON | |||||||||
| ONE VALMONT PLAZA | 202 | Omaha | NE | 68154 | TRUSTEE | 1.0 | $35,000 | $0 | $0 |
| JOHN K WILSON | |||||||||
| ONE VALMONT PLAZA | 202 | Omaha | NE | 68154 | EXECUTIVE DIRECTOR | 40.0 | $369,634 | $57,653 | $0 |
| KIMBERLY YUNGTUM | |||||||||
| ONE VALMONT PLAZA | 202 | Omaha | NE | 68154 | CHIEF GRANTS OFFICER | 40.0 | $184,808 | $42,146 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| REBECCA NADGWICK | ||||||||
| ONE VALMONT PLAZA | OMAHA | NE | 68154 | CONTROLLER/MANAGER | 40.0 | $117,413 | $33,822 | $0 |
| SARA SEMIN | ||||||||
| ONE VALMONT PLAZA | OMAHA | NE | 68154 | GRANTS RESEARCHER | 40.0 | $85,885 | $22,580 | $0 |
| LINDSAY SHANNON | ||||||||
| ONE VALMONT PLAZA | OMAHA | NE | 68154 | EXECUTIVE ASSISTANT | 40.0 | $54,952 | $22,130 | $0 |
| JOHN JARRETT | ||||||||
| ONE VALMONT PLAZA | OMAHA | NE | 68154 | ASSISTANT CONTROLLER | 40.0 | $48,385 | $9,307 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PRODIGY ASSET MANAGEMENT LLC | |||||
| 14100 CRAWFORD STREET | BOYS TOWN | NE | 68010 | INVESTMENT SERVICES | $1,119,544 |
| BNY Mellon NA | |||||
| PO BOX 223230 | PITTSBURGH | PA | 152512230 | investment services | $252,848 |
| MONDRIAN INVESTMENT GROUP INC | |||||
| 1105 N MARKET STREET SUITE 1118 | WILMINGTON | DE | 19801 | investment services | $255,646 |
| IRIDIAN ASSET MANAGEMENT LLC | |||||
| 276 POST ROAD WEST | WESTPORT | CT | 068804704 | investment services | $150,360 |
| CONESTOGA CAPITAL ADVISORS | |||||
| 550 E SWEDESFORD ROAD SUITE 120 | WAYNE | PA | 19087 | investment services | $145,634 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 4 | ContractorPaidOver50kCnt |
| 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 | $723,246,965 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,306,682 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,992,613 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $750,546,260 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $750,546,260 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,258,194 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $739,288,066 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,964,403 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,964,403 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $625,926 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $625,926 | TotalTaxAmt |
| Distributable Before Adj | $36,338,477 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $36,338,477 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $36,338,477 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,556,797 | 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 | $36,556,797 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $625,926 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $35,930,871 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,338,477 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $32,318,653 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $36,556,797 | QualifyingDistributionsAmt |
| Applied To Year1 | $32,318,653 | AppliedToYear1Amt |
| Applied To Current Year | $4,238,144 | 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 | $32,100,333 | 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 | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KIMBERLY YUNGTUM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE VALMONT PLAZA SUITE 202 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4029334663 | RecipientPhoneNum |
| Form And Info And Materials | ATTACHMENT 21 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIMARILY FOR ORGANIZATIONS IN THE STATE OF NEBRASKA, PARTICULARLY IN THE GREATER OMAHA AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (109 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Aqua-Africa Inc | |||||||
| 417 N 40th Street | Omaha | NE | 68131 | none | PC | GENERAL OPERATING SUPPORT | $50,000 |
| Arthur Betterment Authority | |||||||
| PO Box 31 | Arthur | NE | 69121 | none | PC | CAPITAL FUND/RENOVATION | $50,000 |
| Ashland Area Foundation | |||||||
| 1442 Silver St | Ashland | NE | 68003 | none | PC | CAPITAL FUND/RENOVATION | $25,000 |
| At Ease USA | |||||||
| PO Box 24465 | Omaha | NE | 68124 | none | PC | PROGRAM/PROJECT SUPPORT | $100,000 |
| Avenue Scholars Foundation | |||||||
| 7101 Mercy Rd Ste 240 | Omaha | NE | 68106 | none | PC | PROGRAM/PROJECT SUPPORT | $250,000 |
| Bellevue University | |||||||
| 1000 Galvin Road South | Bellevue | NE | 68005 | none | PC | CAPITAL FUND/RENOVATION | $300,000 |
| Bemis Center for Contemporary Arts | |||||||
| 724 South 12th Street | Omaha | NE | 68102 | none | PC | GENERAL OPERATING SUPPORT | $50,000 |
| Bethany Lutheran Church | |||||||
| 4200 N 204th St | Elkhorn | NE | 68022 | none | PC | PROGRAM/PROJECT SUPPORT | $4,000 |
| Big Brothers Big Sisters Of The Midlands | |||||||
| 10831 Old Mill Road Suite 400 | Omaha | NE | 68154 | none | PC | GENERAL OPERATING SUPPORT | $60,000 |
| Blair Public Library Foundation | |||||||
| 2233 Civic Drive | Blair | NE | 68008 | none | PC | CAPITAL FUND/RENOVATION | $250,000 |
| Boy Scouts of America - Cornhusker Council | |||||||
| PO Box 269 | Walton | NE | 68461 | none | PC | PROGRAM/PROJECT SUPPORT | $20,000 |
| Boys & Girls Clubs Of Lincoln and Lancaster County | |||||||
| PO Box 22344 | Lincoln | NE | 68542 | none | PC | CAPITAL FUND/RENOVATION | $50,000 |
| Boys & Girls Clubs Of The Midlands | |||||||
| 2610 Hamilton Street | Omaha | NE | 68131 | none | PC | PROGRAM/PROJECT SUPPORT | $720,000 |
| Boys & Girls Clubs Of The Midlands | |||||||
| 2610 Hamilton Street | Omaha | NE | 68131 | none | PC | GENERAL OPERATING SUPPORT | $205,000 |
| CASA For Douglas County | |||||||
| 2412 St Marys Avenue | Omaha | NE | 68105 | none | PC | GENERAL OPERATING SUPPORT | $50,000 |
| Celebrating Nebraska Statehood Inc | |||||||
| 201 N 8th Street Suite 215 | Lincoln | NE | 68508 | none | PC | PROGRAM/PROJECT SUPPORT | $150,000 |
| Celebrating Nebraska Statehood Inc | |||||||
| 201 N 8th Street Suite 215 | Lincoln | NE | 68508 | none | PC | CAPITAL FUND/RENOVATION | $70,000 |
| Central Community College Foundation Inc | |||||||
| 2727 W 2nd Street | Hastings | NE | 68901 | none | PC | CAPITAL FUND/RENOVATION | $1,500,000 |
| Chadron Community Foundation Inc | |||||||
| 202 Main Street | Chadron | NE | 69337 | none | PC | CAPITAL FUND/RENOVATION | $250,000 |
| Child Saving Institute Inc | |||||||
| 4545 Dodge St | Omaha | NE | 68132 | none | PC | GENERAL OPERATING SUPPORT | $30,000 |
| Children's Respite Care Center Inc | |||||||
| 5321 S 138th Street | Omaha | NE | 68137 | none | PC | PROGRAM/PROJECT SUPPORT | $50,000 |
| Childrens Scholarship Fund Of Omaha | |||||||
| 7101 Mercy Road Suite 150 | Omaha | NE | 68106 | none | PC | PROGRAM/PROJECT SUPPORT | $250,000 |
| City Of Omaha Police Foundation Inc | |||||||
| 6457 Frances Street Suite 100 | Omaha | NE | 68106 | none | PC | PROGRAM/PROJECT SUPPORT | $190,510 |
| City Of Omaha Public Library Foundation | |||||||
| 215 S 15th St | Omaha | NE | 68102 | none | PC | GENERAL OPERATING SUPPORT | $25,000 |
| Collective For Youth | |||||||
| 105 N 31st Ave Suite 103 | Omaha | NE | 68131 | none | PC | GENERAL OPERATING SUPPORT | $75,000 |
| College of St Mary | |||||||
| 7000 Mercy Road | Omaha | NE | 68106 | none | PC | CAPITAL FUND/RENOVATION | $1,000,000 |
| College Possible | |||||||
| 900 South 74th Plaza Suite 403 | Omaha | NE | 68114 | none | PC | GENERAL/OPERATING SUPPORT | $200,000 |
| Community Alliance Inc | |||||||
| 4001 Leavenworth Street | Omaha | NE | 68105 | none | SO II | PROGRAM/PROJECT SUPPORT | $275,000 |
| Community Information Trust | |||||||
| 10050 Regency Circle Suite 101 | Omaha | NE | 68114 | none | PC | CAPITAL FUND/RENOVATION | $625,000 |
| Completely Kids | |||||||
| 2566 St Marys Avenue | Omaha | NE | 68105 | none | PC | GENERAL OPERATING SUPPORT | $125,000 |
| Council Bluffs Community School District | |||||||
| 300 West Broadway Suite 1600 | Council Bluffs | IA | 51503 | none | GOV | CAPITAL FUND/RENOVATION | $400,000 |
| Creighton University | |||||||
| 2500 California Plaza | Omaha | NE | 68178 | none | PC | CAPITAL FUND/RENOVATION | $2,000,000 |
| Defy Ventures Inc | |||||||
| 154 Grand St 6th Floor | New York | NY | 10013 | none | PC | GENERAL OPERATING SUPPORT | $150,000 |
| Donors Trust | |||||||
| 10050 Regency Circle Suite 101 | Omaha | NE | 68114 | none | PC | CAPITAL FUND/RENOVATION | $1,600,000 |
| Downtown Omaha Inc Foundation | |||||||
| PO Box 8252 | Omaha | NE | 68108 | none | PC | PROGRAM/PROJECT SUPPORT | $25,000 |
| Downtown Riverfront Trust | |||||||
| 10050 Regency Circle Suite 101 | Omaha | NE | 68114 | none | PC | CAPITAL FUND/RENOVATION | $500,000 |
| Father Flanagans Boys Home | |||||||
| 14100 Crawford St | Boys Town | NE | 68010 | none | PC | GENERAL OPERATING SUPPORT | $100,000 |
| Film Streams Inc | |||||||
| 1340 Mike Fahey ST | Omaha | NE | 68102 | none | PC | GENERAL OPERATING SUPPORT | $50,000 |
| Girl Scouts Spirit of Nebraska | |||||||
| 2121 S 44th Street | Omaha | NE | 68105 | none | PC | PROGRAM/PROJECT SUPPORT | $25,000 |
| Girls Incorporated of Omaha | |||||||
| 2811 N 45th St | Omaha | NE | 68104 | none | PC | CAPITAL FUND/RENOVATION | $109,906 |
| Habitat for Humanity of Omaha | |||||||
| 1701 N 24th Street | Omaha | NE | 68110 | none | PC | PROGRAM/PROJECT SUPPORT | $300,000 |
| Hastings Library Foundation | |||||||
| PO Box 849 | Hastings | NE | 68902 | none | PC | CAPITAL FUND/RENOVATION | $150,000 |
| Heart Ministry Center Inc | |||||||
| 2222 Binney Street | Omaha | NE | 68110 | none | PC | GENERAL OPERATING SUPPORT | $50,000 |
| Heart of the Hills Rural Fire District | |||||||
| 3527 Highway 2 | Lakeside | NE | 69351 | none | PC | CAPITAL FUND/RENOVATION | $90,000 |
| Heartland Bike Share | |||||||
| 1144 N 11th St STE B | Omaha | NE | 68102 | none | PC | GENERAL OPERATING SUPPORT | $30,000 |
| Heartland Hope Mission | |||||||
| 2021 U Street | Omaha | NE | 68107 | none | PC | GENERAL OPERATING SUPPORT | $35,000 |
| HELP Adult Services | |||||||
| 1941 S 42 Street Ste 200 | Omaha | NE | 68105 | none | PC | GENERAL OPERATING SUPPORT | $15,000 |
| Heritage Services | |||||||
| 10050 Regency Circle Suite 101 | Omaha | NE | 68114 | none | PC | PROGRAM/PROJECT SUPPORT | $75,000 |
| Hope Harbor Inc | |||||||
| 615 W 1st Street | Grand Island | NE | 68801 | none | PC | CAPITAL FUND/RENOVATION | $125,000 |
| Intercultural Senior Center | |||||||
| 3010 R St | Omaha | NE | 68107 | none | PC | GENERAL OPERATING SUPPORT | $30,000 |
| Joslyn Art Museum Foundation | |||||||
| 2200 Dodge Street | Omaha | NE | 68102 | none | PC | CAPITAL FUND/RENOVATION | $400,000 |
| Joslyn Art Museum Foundation | |||||||
| 2200 Dodge Street | Omaha | NE | 68102 | none | PC | PROGRAM/PROJECT SUPPORT | $45,000 |
| Justice For Our Neighbors-Nebraska | |||||||
| 4223 Center Street | Omaha | NE | 68105 | none | PC | GENERAL OPERATING SUPPORT | $50,000 |
| Kaneko | |||||||
| 1111 Jones Street | Omaha | NE | 68102 | none | PC | GENERAL OPERATING SUPPORT | $50,000 |
| Kids Can Community Center | |||||||
| 4860 Q Street | Omaha | NE | 68117 | none | PC | PROGRAM/PROJECT SUPPORT | $50,000 |
| Kids Can Community Center | |||||||
| 4860 Q Street | Omaha | NE | 68117 | none | PC | GENERAL OPERATING SUPPORT | $25,000 |
| Kountze Memorial Evangelical Lutheran Church | |||||||
| 2650 Farnam Street | Omaha | NE | 68131 | none | PC | CAPITAL FUND/RENOVATION | $1,000,000 |
| Lighthouse | |||||||
| 2601 N Street | Lincoln | NE | 68510 | none | PC | GENERAL OPERATING SUPPORT | $20,000 |
| Merrymakers Association | |||||||
| 12020 Shamrock Plaza Suite 200 | Omaha | NE | 68154 | none | PC | GENERAL OPERATING SUPPORT | $25,000 |
| Metropolitan Community College Foundation | |||||||
| PO Box 3777 | Omaha | NE | 68103 | none | PC | CAPITAL FUND/RENOVATION | $6,250,000 |
| Metropolitan Community College Foundation | |||||||
| PO Box 3777 | Omaha | NE | 68103 | none | PC | PROGRAM/PROJECT SUPPORT | $300,000 |
| Nebraska Children And Families Foundation | |||||||
| 215 Centennial Mall South Ste 200 | Lincoln | NE | 68508 | none | PC | PROGRAM/PROJECT SUPPORT | $300,000 |
| Nebraska Cultural Endowment | |||||||
| 1004 Farnam Street Plaza Level | Omaha | NE | 68102 | none | PC | GENERAL OPERATING SUPPORT | $150,000 |
| Nebraska Humane Society | |||||||
| 8929 Fort Street | Omaha | NE | 68134 | none | PC | PROGRAM/PROJECT SUPPORT | $100,000 |
| Nebraska Shakespeare Festival Inc | |||||||
| 2500 California Plaza | Omaha | NE | 68178 | none | PC | PROGRAM/PROJECT SUPPORT | $10,000 |
| Net Foundation For Television | |||||||
| 1800 N 33rd Street | Lincoln | NE | 68503 | none | PC | PROGRAM/PROJECT SUPPORT | $50,000 |
| Nevis Public Schools | |||||||
| 210 Pleasant Street | Nevis | MN | 56467 | none | GOV | PROGRAM/PROJECT SUPPORT | $10,000 |
| North Platte Community College Foundation | |||||||
| 1101 Halligan Drive | North Platte | NE | 69101 | none | PC | CAPITAL FUND/RENOVATION | $250,000 |
| NorthStar Foundation | |||||||
| 4242 North 49th Avenue | Omaha | NE | 68104 | none | PC | GENERAL OPERATING SUPPORT | $100,000 |
| Ocean Reef Foundation | |||||||
| 35 Ocean Reef Dr Ste 148 | Key Largo | FL | 33037 | none | PC | PROGRAM/PROJECT SUPPORT | $500,000 |
| Ollie Webb Center Inc | |||||||
| 1941 South 42nd Street Suite 122 | Omaha | NE | 68105 | none | SO I | GENERAL OPERATING SUPPORT | $20,000 |
| Omaha Botanical Center Inc | |||||||
| 100 Bancroft Street | Omaha | NE | 68108 | none | PC | PROGRAM/PROJECT SUPPORT | $25,000 |
| Omaha Children's Museum Inc | |||||||
| 500 South 20 Street | Omaha | NE | 68102 | none | PC | GENERAL OPERATING SUPPORT | $50,000 |
| Omaha Conservatory Of Music | |||||||
| 7023 Cass Street | Omaha | NE | 68132 | none | PC | CAPITAL FUND/RENOVATION | $300,000 |
| Omaha Crime Stoppers Inc | |||||||
| 5324 N 134th Ave | Omaha | NE | 68164 | none | PC | PROGRAM/PROJECT SUPPORT | $25,000 |
| Omaha Equestrian Foundation | |||||||
| 1004 Farnam St Ste 100 | Omaha | NE | 68102 | none | PC | PROGRAM/PROJECT SUPPORT | $200,000 |
| Omaha Home For Boys | |||||||
| 4343 North 52nd Street | Omaha | NE | 68104 | none | PC | GENERAL OPERATING SUPPORT | $25,000 |
| Omaha Municipal Land Bank | |||||||
| 1141 N 11th Street | Omaha | NE | 68102 | none | PC | GENERAL OPERATING SUPPORT | $150,000 |
| Omaha Performing Arts Society | |||||||
| 1200 Douglas Street | Omaha | NE | 68102 | none | PC | GENERAL OPERATING SUPPORT | $675,000 |
| Omaha Performing Arts Society | |||||||
| 1200 Douglas Street | Omaha | NE | 68102 | none | PC | CAPITAL FUND/RENOVATION | $64,000 |
| Omaha Schools Foundation | |||||||
| 3215 Cuming Street | Omaha | NE | 68131 | none | PC | CAPITAL FUND/RENOVATION | $324,000 |
| Omaha Symphony Association | |||||||
| 1905 Harney Street Suite 400 | Omaha | NE | 68102 | none | PC | GENERAL OPERATING SUPPORT | $150,000 |
| OneWorld Community Health Centers Inc | |||||||
| 4920 South 30th Street Suite 103 | Omaha | NE | 68107 | none | PC | GENERAL OPERATING SUPPORT | $125,000 |
| OneWorld Community Health Centers Inc | |||||||
| 4920 South 30th Street Suite 103 | Omaha | NE | 68107 | none | PC | PROGRAM/PROJECT SUPPORT | $70,000 |
| Opera Omaha Inc | |||||||
| 1850 Farnam Street | Omaha | NE | 68102 | none | PC | GENERAL OPERATING SUPPORT | $100,000 |
| Outlook Nebraska Inc | |||||||
| 4125 South 72nd Street | Omaha | NE | 68127 | none | PC | CAPITAL FUND/RENOVATION | $230,000 |
| Patriotic Productions Inc | |||||||
| 16213 Lamp St | Omaha | NE | 68118 | none | PC | PROGRAM/PROJECT SUPPORT | $75,000 |
| Police Athletics for Community Engagement | |||||||
| PO Box 24251 | Omaha | NE | 68124 | none | PC | GENERAL OPERATING SUPPORT | $100,000 |
| Project Harmony-Haven For Abuse Response Members S | |||||||
| 11949 Q Street | Omaha | NE | 68137 | none | PC | PROGRAM/PROJECT SUPPORT | $675,000 |
| Robert M Merryman Performing Arts Center | |||||||
| 225 W 22nd Street | Kearney | NE | 68845 | none | PC | CAPITAL FUND/RENOVATION | $25,000 |
| Saving Grace Perishable Food Rescue | |||||||
| 4611 South 96th Street Suite 112 | Omaha | NE | 68127 | none | PC | GENERAL OPERATING SUPPORT | $20,000 |
| School District Of Columbus Foundation Inc | |||||||
| 2508 27th Street | Columbus | NE | 68601 | none | GOV | PROGRAM/PROJECT SUPPORT | $275,000 |
| Seal-Naval Special Warfare Foundation-San Diego | |||||||
| 300 Calsbad Village Drive Ste 108a | Carlsbad | CA | 92008 | none | PC | PROGRAM/PROJECT SUPPORT | $25,000 |
| Seventy-Five North Revitalization Corporation | |||||||
| 4383 Nicholas Street | Omaha | NE | 68131 | none | PC | CAPITAL FUND/RENOVATION | $1,250,000 |
| Special Olympics Nebraska Inc | |||||||
| 9427 F Street | Omaha | NE | 68127 | none | PC | PROGRAM/PROJECT SUPPORT | $35,000 |
| Stephen Center Inc | |||||||
| 2723 Q Street | Omaha | NE | 68107 | none | PC | PROGRAM/PROJECT SUPPORT | $100,000 |
| Ted E Bear Hollow Inc | |||||||
| 7811 Farnam Drive | Omaha | NE | 68114 | none | PC | GENERAL OPERATING SUPPORT | $25,000 |
| The Salvation Army | |||||||
| 10755 Burt Street | Omaha | NE | 68114 | none | PC | CAPITAL FUND/RENOVATION | $2,000,000 |
| Together Inc Of Metropolitan Omaha | |||||||
| 812 S 24th Street | Omaha | NE | 68108 | none | PC | GENERAL OPERATING SUPPORT | $25,000 |
| Together Inc Of Metropolitan Omaha | |||||||
| 812 S 24th Street | Omaha | NE | 68108 | none | PC | GENERAL OPERATING SUPPORT | $100,000 |
| United Way Of The Midlands | |||||||
| 2201 Farnam St Ste 200 | Omaha | NE | 68102 | none | PC | GENERAL OPERATING SUPPORT | $409,256 |
| University Of Nebraska Foundation | |||||||
| 1010 Lincoln Mall Suite 300 | Lincoln | NE | 68508 | none | PC | PROGRAM/PROJECT SUPPORT | $3,828,000 |
| Urban League Of Nebraska | |||||||
| 3040 Lake Street | Omaha | NE | 68111 | none | PC | GENERAL OPERATING SUPPORT | $100,000 |
| Wayne State Foundation | |||||||
| 1111 Main Street | Wayne | NE | 68787 | none | PC | CAPITAL FUND/RENOVATION | $200,000 |
| Women's Center for Advancement | |||||||
| 3801 Harney Street | Omaha | NE | 68131 | none | PC | GENERAL OPERATING SUPPORT | $50,000 |
| Wounded Warriors Family Support Inc | |||||||
| 920 S 107th Ave Suite 250 | Omaha | NE | 68114 | none | PC | GENERAL OPERATING SUPPORT | $75,000 |
| Young Mens Christian Association | |||||||
| 810 N Lincoln Ave | Fremont | NE | 68025 | none | PC | CAPITAL FUND/RENOVATION | $500,000 |
| Youth Care & Beyond Inc | |||||||
| 2819 S 125th Ave Suite 276 | Omaha | NE | 68144 | none | PC | GENERAL OPERATING SUPPORT | $31,000 |
| Youth Frontiers Inc | |||||||
| 7101 Mercy Road Suite 210 | Omaha | NE | 68106 | none | PC | PROGRAM/PROJECT SUPPORT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,050,672 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Heritage Services | |||||||
| 10050 Regency Circle Suite 101 | Omaha | NE | 68114 | NONE | PC | CAPITAL FUND/RENOVATION | $5,000,000 |
| Carleton College | |||||||
| One North College Street | Northfield | MN | 55057 | NONE | PC | CAPITAL FUND/RENOVATION | $5,000,000 |
| Children's Hospital & Medical Center Foundation | |||||||
| 8401 West Dodge Road Suite 120 | Omaha | NE | 68114 | NONE | PC | CAPITAL FUND/RENOVATION | $2,000,000 |
| Boys & Girls Clubs Of The Midlands | |||||||
| 2610 Hamilton Street | Omaha | NE | 68131 | NONE | PC | CAPITAL FUND/RENOVATION | $2,000,000 |
| Completely Kids | |||||||
| 2566 St Marys Avenue | Omaha | NE | 68105 | NONE | PC | CAPITAL FUND/RENOVATION | $2,000,000 |
| Nebraska Humane Society | |||||||
| 8929 Fort Street | Omaha | NE | 68134 | NONE | PC | CAPITAL FUND/RENOVATION | $1,000,000 |
| The Durham Museum | |||||||
| 801 South 10th Street | Omaha | NE | 68108 | NONE | PC | CAPITAL FUND/RENOVATION | $1,000,000 |
| Pottawattamie Arts Culture and Entertainment | |||||||
| 1228 S Main Street Suite 115 | Council Bluffs | IA | 51503 | NONE | PC | CAPITAL FUND/RENOVATION | $1,000,000 |
| Justice For Our Neighbors Nebraska | |||||||
| 4223 Center Street | Omaha | NE | 68105 | NONE | PC | CAPITAL FUND/RENOVATION | $500,000 |
| Childrens Scholarship Fund Of Omaha | |||||||
| 7101 Mercy Road Suite 150 | Omaha | NE | 68106 | NONE | PC | PROGRAM/PROJECT SUPPORT | $500,000 |
| Young Mens Christian Association YMCA | |||||||
| 301 W Benjamin Ave | Norfolk | NE | 68701 | NONE | PC | CAPITAL FUND/RENOVATION | $500,000 |
| Womens Center for Advancement | |||||||
| 222 S 29th Street | Omaha | NE | 68131 | NONE | PC | CAPITAL FUND/RENOVATION | $500,000 |
| Gothenburg Memorial Hospital Foundation | |||||||
| PO Box 58 | Gothenburg | NE | 69138 | NONE | PC | CAPITAL FUND/RENOVATION | $500,000 |
| Project Harmony | |||||||
| 11949 Q Street | Omaha | NE | 68137 | NONE | PC | PROGRAM/PROJECT SUPPORT | $500,000 |
| Habitat for Humanity of Omaha | |||||||
| 1701 N 24th Street | Omaha | NE | 68110 | NONE | PC | CAPITAL FUND/RENOVATION | $400,000 |
| College Possible | |||||||
| 900 South 74th Plaza Suite 403 | Omaha | NE | 68114 | NONE | PC | GENERAL OPERATING SUPPORT | $400,000 |
| Nebraska Children And Families Foundation | |||||||
| 215 Centennial Mall South Ste 200 | Lincoln | NE | 68508 | NONE | PC | PROGRAM/PROJECT SUPPORT | $300,000 |
| Omaha Municipal Land Bank | |||||||
| 1141 N 11th Street | Omaha | NE | 68102 | NONE | PC | PROGRAM/PROJECT SUPPORT | $300,000 |
| Omaha Parks Foundation | |||||||
| 11225 Davenport Street Ste 108 | Omaha | NE | 68154 | NONE | PC | PROGRAM/PROJECT SUPPORT | $300,000 |
| CECSeabee Historical Foundation Inc | |||||||
| PO Box 657 | Gulfport | MS | 39502 | NONE | PC | CAPITAL FUND/RENOVATION | $250,000 |
| Westside Community Schools Foundation Inc | |||||||
| 1101 South 90th Street | Omaha | NE | 68124 | NONE | PC | CAPITAL FUND/RENOVATION | $200,000 |
| Wayne State Foundation | |||||||
| 1111 Main Street | Wayne | NE | 68787 | NONE | PC | CAPITAL FUND/RENOVATION | $200,000 |
| City Of Omaha Police Foundation Inc | |||||||
| 6457 Frances Street Suite 100 | Omaha | NE | 68106 | NONE | PC | CAPITAL FUND/RENOVATION | $200,000 |
| Habitat for Humanity of Omaha | |||||||
| 1701 N 24th Street | Omaha | NE | 68110 | NONE | PC | PROGRAM/PROJECT SUPPORT | $200,000 |
| Nebraska Children And Families Foundation | |||||||
| 215 Centennial Mall South Ste 200 | Lincoln | NE | 68508 | NONE | PC | PROGRAM/PROJECT SUPPORT | $200,000 |
| Together Inc Of Metropolitan Omaha | |||||||
| 812 S 24th Street | Omaha | NE | 68108 | NONE | PC | GENERAL OPERATING SUPPORT | $200,000 |
| Family Housing Advisory Services Inc | |||||||
| 2401 Lake Street | Omaha | NE | 68111 | NONE | PC | GENERAL OPERATING SUPPORT | $150,000 |
| Heartland Equine Therapeutic Riding Academy Inc | |||||||
| 10130 S 222nd Street | Gretna | NE | 68028 | NONE | PC | PROGRAM/PROJECT SUPPORT | $150,000 |
| Ronald McDonald House Charities In Omaha Inc | |||||||
| 620 South 38th Avenue | Omaha | NE | 68105 | NONE | PC | GENERAL OPERATING SUPPORT | $150,000 |
| Omaha Parks Foundation | |||||||
| 11225 Davenport Street Ste 108 | Omaha | NE | 68154 | NONE | PC | CAPITAL FUND/RENOVATION | $150,000 |
| Collective For Youth | |||||||
| 105 N 31st Ave Suite 103 | Omaha | NE | 68131 | NONE | PC | GENERAL OPERATING SUPPORT | $150,000 |
| University Of Nebraska Foundation | |||||||
| 1010 Lincoln Mall Suite 300 | Lincoln | NE | 68508 | NONE | PC | PROGRAM/PROJECT SUPPORT | $143,000 |
| Celebrating Nebraska Statehood Inc | |||||||
| 201 N 8th Street Suite 215 | Lincoln | NE | 68508 | NONE | PC | CAPITAL FUND/RENOVATION | $130,000 |
| Youth Emergency Services Inc | |||||||
| 2679 Farnam Street Suite 205 | Omaha | NE | 68131 | NONE | PC | GENERAL OPERATING SUPPORT | $120,000 |
| Big Brothers Big Sisters Of The Midlands | |||||||
| 10831 Old Mill Road Suite 400 | Omaha | NE | 68154 | NONE | PC | GENERAL OPERATING SUPPORT | $120,000 |
| Omaha Schools Foundation | |||||||
| 3215 Cuming Street | Omaha | NE | 68131 | NONE | PC | CAPITAL FUND/RENOVATION | $118,000 |
| Children's Respite Care Center Inc | |||||||
| 5321 S 138th Street | Omaha | NE | 68137 | NONE | PC | PROGRAM/PROJECT SUPPORT | $100,000 |
| Central High School Foundation | |||||||
| 1823 Harney Street Ste 203 | Omaha | NE | 68102 | NONE | PC | CAPITAL FUND/RENOVATION | $100,000 |
| Omaha Children's Museum Inc | |||||||
| 500 South 20th Street | Omaha | NE | 68102 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 |
| Autism Action Partnership | |||||||
| 10110 Nicholas Suite 202 | Omaha | NE | 68114 | NONE | PC | PROGRAM/PROJECT SUPPORT | $30,000 |
| University Of Nebraska Foundation | |||||||
| 1010 Lincoln Mall Ste 300 | Lincoln | NE | 68508 | NONE | PC | PROGRAM/PROJECT SUPPORT | $50,000 |
| Heart of the Hills Rural Fire District | |||||||
| 3527 Highway 2 | Lakeside | NE | 69351 | NONE | PC | CAPITAL FUND/RENOVATION | $50,000 |
| Youth Care & Beyond Inc | |||||||
| 2819 S 125th Ave Suite 276 | Omaha | NE | 68144 | NONE | PC | GENERAL OPERATING SUPPORT | $43,000 |
| Metropolitan Entertainment and Convention Authorit | |||||||
| 455 N 10th Street | Omaha | NE | 68102 | NONE | PC | CAPITAL FUND/RENOVATION | $33,450 |
| Heartland Bike Share | |||||||
| 1144 N 11th St Ste B | Omaha | NE | 68102 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 |
| Nevis Public Schools | |||||||
| 210 Pleasant Street | Nevis | MN | 56467 | NONE | GOV | PROGRAM/PROJECT SUPPORT | $20,000 |
| Saving Grace Perishable Food Rescue | |||||||
| 4611 South 96th Street Suite 112 | Omaha | NE | 68127 | NONE | PC | PROGRAM/PROJECT SUPPORT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $27,107,450 | TotalGrantOrContriApprvFutAmt |
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 | $185,226 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,018,516 | 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 | $57,026,067 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Exclusion | 24 | ExclusionCd |
| Exclusion | $2,409,110 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $70,638,919 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $70,638,919 | 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 | $42,935 | Amt |
| Net Investment Income | $8,587 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $34,348 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GLOBAL EQUITY FUNDS | FMV | $347,429,878 | $347,429,878 |
| FIXED INCOME FUNDS | FMV | $122,873,102 | $122,873,102 |
| REAL ASSET FUNDS | FMV | $57,155,363 | $57,155,363 |
| HEDGE FUNDS | FMV | $182,243,304 | $182,243,304 |
| PRIVATE EQUITY FUNDS | FMV | $44,317,942 | $44,317,942 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $24,960 | LegalFeesAmt |
| Net Investment Income | $22,464 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,496 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLE | Desc |
| BOY Book Value | $58,284 | BOYBookValueAmt |
| EOY Book Value | $10,957,004 | EOYBookValueAmt |
| EOYFMV | $10,957,004 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX > BOOK PASS-THROUGH INCOME/LOSS | Desc |
| Amt | $24,863,415 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVERTISING | $450 | $90 | $360 |
| INSURANCE | $32,532 | $6,506 | $26,026 |
| SUPPLIES | $13,311 | $2,662 | $10,649 |
| MISCELLANEOUS EXPENSE | $22,446 | $4,489 | $17,957 |
| PROFESSIONAL DEVELOPMENT | $4,857 | $971 | $3,886 |
| OTHER PROGRAM FEES | $132,411 | $132,411 | |
| OTHER INVESTMENT EXPENSES | $3,903,635 | $3,861,124 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NET RENTAL REAL ESTATE LOSS | -$100,931 | -$100,931 |
| MISCELLANEOUS REVENUE | $2,510,041 | $2,510,041 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $62,590,069 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKKEEPING FEES | $3,061 | $612 | $2,449 |
| INVESTMENT SERVICE FEES | $3,393,001 | $3,393,001 | |
| INFORMATION TECHNOLOGY FEES | $80,957 | $16,192 | $64,765 |
| ADVISOR FEES | $4,000 | $800 | $3,200 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $49,518 | $9,904 | $39,614 |
| EXCISE TAXES | $610,000 | ||
| SALES & USE TAX | $52 | $10 | $42 |
| FOREIGN TAXES | $222,787 | $222,787 | |
| STATE INCOME TAXES | $241 | $241 |