ROBERT B DAUGHERTY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT B DAUGHERTY FOUNDATION (EIN 36-3766006)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201703179349102060
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments 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 | 2017-11-13T15:14:15-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-05-15 | 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 | 47008520173175000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C6482EBB770AB4198E8B2BB08A5719A52A4B6863 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C6482EBB770AB4198E8B2BB08A5719A52A4B6863 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $710,633,803 | 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 | $32,186 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32,186 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,867,455 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,852,701 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $14,754 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,315,691 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $10,315,691 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$320,612 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$320,612 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $21,894,720 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,879,966 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $14,754 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $700,677 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $140,135 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $560,542 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $338,504 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $67,701 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $270,803 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $176,301 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $35,260 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $141,041 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $21,728 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $19,555 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,173 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,905 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,181 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $28,724 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,747,022 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,688,706 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $58,316 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $336,307 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $152,665 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $38,642 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $164,411 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $164,411 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $208,089 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $41,618 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $166,471 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,270,039 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,108,208 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $147,752 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,998,983 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,425,440 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,414,464 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,731,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,731,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,730,733 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,425,440 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,146,214 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,836,013 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,454,526 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,754 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,602,147 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,174,099 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,174,099 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $671,734,665 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $690,792,381 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $690,792,381 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,409,608 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $800,569 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $771,395 | LandBOYAmt |
| Land EOY | $609,039 | LandEOYAmt |
| Land EOYFMV | $609,039 | LandEOYFMVAmt |
| Other Assets BOY | $4,016,474 | OtherAssetsBOYAmt |
| Other Assets EOY | $58,284 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $58,284 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $693,124,681 | TotalAssetsBOYAmt |
| Total Assets EOY | $710,633,803 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $710,633,803 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $693,124,681 | UnrestrictedBOYAmt |
| Unrestricted EOY | $710,633,803 | 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 | $693,124,681 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $710,633,803 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $693,124,681 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $710,633,803 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $693,124,681 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,836,013 | ExcessRevenueOverExpensesAmt |
| Other Increases | $40,187,048 | OtherIncreasesAmt |
| Subtotal | $713,475,716 | SubtotalAmt |
| Other Decreases | $2,841,913 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $710,633,803 | 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 | $10,315,691 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,315,691 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $36,913,072 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $729,101,589 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050628 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $35,215,602 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $763,059,100 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046151 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $31,170,484 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $743,529,246 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041922 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $25,338,173 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $676,131,741 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037475 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $12,877,562 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $539,247,522 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.023881 | DistributionYr5Rt |
| Total Distribution | 0.200057 | TotalDistributionRt |
| Average Distribution | 0.040011 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $696,823,961 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $27,880,624 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $164,545 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $28,045,169 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $36,146,214 | 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 | $164,545 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $164,545 | SubtotalAmt |
| Tax Based On Investment Income | $164,545 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $163,029 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $320,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $483,029 | TotalPaymentsAndCreditsAmt |
| Overpayment | $318,484 | OverpaymentAmt |
| Applied To ES Tax | $318,484 | 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 | $4,884 |
| 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 | $350,831 | $55,531 | $0 |
| KIMBERLY YUNGTUM | |||||||||
| ONE VALMONT PLAZA | 202 | Omaha | NE | 68154 | CHIEF GRANTS OFFICER | 40.0 | $174,846 | $39,430 | $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 | $112,923 | $31,581 | $0 |
| FRED SCHOTT | ||||||||
| ONE VALMONT PLAZA | OMAHA | NE | 68154 | PROGRAM ADVISOR | 20.0 | $85,000 | $6,800 | $0 |
| SARA SEMIN | ||||||||
| ONE VALMONT PLAZA | OMAHA | NE | 68154 | GRANTS RESEARCHER | 40.0 | $79,938 | $20,673 | $0 |
| LINDSAY SHANNON | ||||||||
| ONE VALMONT PLAZA | OMAHA | NE | 68154 | EXECUTIVE ASSISTANT | 40.0 | $52,462 | $18,312 | $0 |
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 | $1,052,418 |
| BNY Mellon NA | |||||
| PO BOX 223230 | PITTSBURGH | PA | 152512230 | investment services | $230,092 |
| MONDRIAN INVESTMENT GROUP INC | |||||
| 1105 N MARKET STREET SUITE 1118 | WILMINGTON | DE | 19801 | investment services | $237,526 |
| IRIDIAN ASSET MANAGEMENT LLC | |||||
| 276 POST ROAD WEST | WESTPORT | CT | 068804704 | investment services | $138,332 |
| RICHMOND CAPITAL MANAGEMENT INC | |||||
| PO BOX 73086 | RICHMOND | VA | 23235 | investment services | $120,422 |
| 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 | $687,874,313 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,423,289 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,137,891 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $707,435,493 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $707,435,493 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,611,532 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $696,823,961 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,841,198 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,841,198 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $164,545 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $164,545 | TotalTaxAmt |
| Distributable Before Adj | $34,676,653 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $34,676,653 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $34,676,653 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,146,214 | 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 | $36,146,214 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $164,545 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $35,981,669 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,676,653 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $33,788,214 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $36,146,214 | QualifyingDistributionsAmt |
| Applied To Year1 | $33,788,214 | AppliedToYear1Amt |
| Applied To Current Year | $2,358,000 | 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 | $32,318,653 | 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 19 | 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 (102 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Accelerate Nebraska Inc | ||||||||
| 7101 Mercy Road Suite 210 | Omaha | NE | 68106 | none | PC | Program/Project Support | $60,000 | |
| Aqua-Africa Inc | ||||||||
| 1213 Jones Street | Omaha | NE | 68102 | none | PC | General Operating Support | $50,000 | |
| Arthur Betterment Authority | ||||||||
| PO Box 31 | Arthur | NE | 69121 | none | PC | Capital Fund/Renovation | $115,000 | |
| Autism Action Partnership | ||||||||
| 10110 Nichols Street Suite 202 | Omaha | NE | 68114 | none | PC | Program/Project Support | $30,000 | |
| Bemis Center for Contemporary Arts | ||||||||
| 724 South 12th Street | Omaha | NE | 68102 | none | PC | General Operating Support | $25,000 | |
| Big Brothers Big Sisters Of The Midlands | ||||||||
| 10831 Old Mill Road Suite 400 | Omaha | NE | 68154 | none | PC | General Operating Support | $50,000 | |
| Blue Barn Theatre | ||||||||
| 1106 South 10th Street | Omaha | NE | 68108 | none | PC | General Operating Support | $30,000 | |
| Boy Scouts Of America | ||||||||
| 12401 West Maple Road | Omaha | NE | 68164 | none | PC | Capital Fund/Renovation | $252,000 | |
| Boys & Girls Clubs Of Lincoln and Lancaster County | ||||||||
| PO Box 22344 | Lincoln | NE | 68542 | none | PC | General Operating Support | $30,000 | |
| Boys And Girls Clubs Of The Midlands | ||||||||
| 2610 Hamilton Street | Omaha | NE | 68131 | none | PC | General Operating Support | $225,000 | |
| Boys And Girls Clubs Of The Midlands | ||||||||
| 2610 Hamilton Street | Omaha | NE | 68131 | none | PC | Program/Project Support | $45,000 | |
| Casa for Douglas County | ||||||||
| 2412 St Marys Avenue | Omaha | NE | 68105 | none | PC | General Operating Support | $50,000 | |
| Central Community College Foundation Inc | ||||||||
| 2727 W Second Street Suite 211 | Hastings | NE | 68901 | none | PC | Capital Fund/Renovation | $500,000 | |
| 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 | Capital Fund/Renovation | $50,000 | |
| Childrens Scholarship Fund Of Omaha | ||||||||
| 7101 Mercy Road Suite 305 | Omaha | NE | 68106 | none | PC | Program/Project Support | $250,000 | |
| City of Genoa NE | ||||||||
| 170 N Walnut Street | Genoa | NE | 68640 | none | GOV | Capital Fund/Renovation | $75,000 | |
| City Of Omaha Police Foundation Inc | ||||||||
| P O Box 31134 | Omaha | NE | 68131 | none | PC | Program/Project Support | $400,490 | |
| City Of Omaha Public Library Foundation | ||||||||
| 215 S 15th St | Omaha | NE | 68102 | none | PC | General Operating Support | $25,000 | |
| College Possible | ||||||||
| 900 South 74th Plaza Suite 403 | Omaha | NE | 68114 | none | PC | General Operating Support | $500,000 | |
| Community Alliance Inc | ||||||||
| 4001 Leavenworth Street | Omaha | NE | 68105 | none | SO II | Program/Project Support | $265,000 | |
| 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 | $150,000 | |
| Cornhusker Council Boy Scouts of America | ||||||||
| PO Box 269 | Walton | NE | 68461 | none | PC | Program/Project Support | $20,000 | |
| Council Bluffs Community School District | ||||||||
| 300 West Broadway Suite 1600 | Council Bluffs | IA | 51503 | none | GOV | Capital Fund/Renovation | $850,000 | |
| Creighton University | ||||||||
| 2500 California Plaza | Omaha | NE | 68178 | none | PC | Program/Project Support | $200,000 | |
| Custer Economic Development Corporation | ||||||||
| PO Box 2 | Broken Bow | NE | 68822 | none | PC | Program/Project Support | $10,000 | |
| 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 | Program/Project Support | $140,000 | |
| Downtown Omaha Inc Foundation | ||||||||
| PO Box 8252 | Omaha | NE | 68108 | none | PC | Program/Project Support | $25,000 | |
| Film Streams Inc | ||||||||
| 1340 Mike Fahey Street | Omaha | NE | 68102 | none | PC | General Operating Support | $50,000 | |
| Food Bank For The Heartland | ||||||||
| 10525 J Street | Omaha | NE | 68127 | none | PC | General Operating Support | $250,000 | |
| Friends of the Midwest Theater | ||||||||
| 1707 Broadway | Scottsbluff | NE | 69361 | none | PC | Capital Fund/Renovation | $50,000 | |
| Girl Scouts Spirit of Nebraska | ||||||||
| 2121 S 44th Street | Omaha | NE | 68105 | none | PC | Program/Project Support | $20,000 | |
| Girls Incorporated of Omaha | ||||||||
| 2811 North 45th Street | Omaha | NE | 68104 | none | PC | Capital Fund/Renovation | $500,000 | |
| Habitat For Humanity of Omaha Inc | ||||||||
| 1701 N 24th Street | Omaha | NE | 68110 | none | PC | Program/Project Support | $200,000 | |
| Heart Ministry Center Inc | ||||||||
| 2222 Binney Street | Omaha | NE | 68110 | none | PC | General Operating Support | $50,000 | |
| Heartland Family Service | ||||||||
| 2101 S 42nd St | Omaha | NE | 68105 | none | PC | Capital Fund/Renovation | $500,000 | |
| Heartland Hope Mission | ||||||||
| 2021 U Street | Omaha | NE | 68107 | none | PC | General Operating Support | $35,000 | |
| HELP Adult Services | ||||||||
| 1941 S 42 St 200 | Omaha | NE | 68105 | none | PC | General Operating Support | $15,000 | |
| Hennepin Health Foundation | ||||||||
| 701 Park Ave LSB-3 | Minneapolis | MN | 55415 | none | PC | Program/Project Support | $100,000 | |
| Hope Harbor Inc | ||||||||
| 610 W Division | 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 | PO Box 785 |
| Justice For Our Neighbors Nebraska | ||||||||
| 2414 E Street | Omaha | NE | 68107 | 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 | General Operating Support | $25,000 | |
| Legacy of the Plains | ||||||||
| 2930 Old Oregon Trail | Gering | NE | 69341 | none | PC | Capital Fund/Renovation | $250,000 | |
| Lemoyne Senior Center | ||||||||
| 720 Hwy 92 W | Lemoyne | NE | 69146 | none | PC | Capital Fund/Renovation | $40,000 | |
| Live Well Omaha | ||||||||
| PO Box 31518 | Omaha | NE | 68131 | none | PC | Capital Fund/Renovation | $137,000 | |
| 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 | $1,875,000 | |
| Missouri River Basin Lewis & Clark Interpretive | ||||||||
| TRAILS VISITOR CENTER FOUNDATION | Nebraska City | NE | 68410 | none | PC | General Operating Support | $50,000 | 100 Valmont Drive |
| Nebraska Children And Families Foundation | ||||||||
| 215 Centennial Mall South Suite 20 | Lincoln | NE | 68510 | none | PC | Program/Project Support | $175,000 | |
| Nebraska Cultural Endowment | ||||||||
| 1004 Farnam Street Plaza Level | Omaha | NE | 68102 | none | PC | General Operating Support | $150,000 | |
| Nebraska Game And Parks Foundation | ||||||||
| P O Box 36 | Waverly | NE | 68462 | none | PC | Capital Fund/Renovation | $540,000 | |
| 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 | |
| Nebraska Trails Foundation Inc | ||||||||
| 3901 S 27th Street Unit 29 | Lincoln | NE | 68502 | none | PC | Program/Project Support | $140,000 | |
| Nevis Public Schools | ||||||||
| 210 Pleasant Street | Nevis | MN | 56467 | none | GOV | Program/Project Support | $10,000 | |
| Northstar Foundation | ||||||||
| 4242 N 49th Ave | Omaha | NE | 68104 | none | PC | General Operating Support | $100,000 | |
| 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 | $50,000 | |
| Omaha by Design | ||||||||
| 618 South 11th Street | Omaha | NE | 68102 | none | PC | General Operating Support | $25,000 | |
| Omaha Children's Museum Inc | ||||||||
| 500 South 20th Street | Omaha | NE | 68102 | none | PC | General Operating Support | $50,000 | |
| Omaha Conservatory Of Music | ||||||||
| 7023 Cass Street | Omaha | NE | 68132 | none | PC | Program/Project Support | $50,000 | |
| Omaha Conservatory Of Music | ||||||||
| 7023 Cass Street | Omaha | NE | 68132 | none | PC | Capital Fund/Renovation | $300,000 | |
| Omaha Equestrian Foundation | ||||||||
| 1004 Farnam Suite 400 | Omaha | NE | 68102 | none | PC | Program/Project Support | $300,000 | |
| Omaha Home For Boys | ||||||||
| 4343 North 52nd Street | Omaha | NE | 68104 | none | PC | General Operating Support | $25,000 | |
| Omaha Municipal Land Bank | ||||||||
| 1299 Farnam Street Suite 302 | 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 | $1,281,000 | |
| Omaha Zoo Foundation | ||||||||
| 3701 South 10th Street | Omaha | NE | 68107 | none | SO II | Capital Fund/Renovation | $9,000,000 | |
| OneWorld Community Health Centers Inc | ||||||||
| 4920 South 30 Street | Omaha | NE | 68107 | none | PC | General Operating Support | $125,000 | |
| OneWorld Community Health Centers Inc | ||||||||
| 4920 South 30 Street | Omaha | NE | 68107 | none | PC | Capital Fund/Renovation | $200,000 | |
| Opera Omaha Inc | ||||||||
| 1850 Farnam Street | Omaha | NE | 68102 | none | PC | General Operating Support | $100,000 | |
| Patriotic Productions Inc | ||||||||
| 16213 Lamp St | Omaha | NE | 68118 | none | PC | Program/Project Support | $75,000 | |
| Phoenix Academy Day School | ||||||||
| 1110 N 66th Street | Omaha | NE | 68132 | none | PC | Capital Fund/Renovation | $300,000 | |
| Oregon Trail Community Foundation | ||||||||
| 115 W Railway Street | Scottsbluff | NE | 69361 | none | PC | Capital Fund/Renovation | $350,000 | |
| Project Harmony | ||||||||
| 11949 Q Street | Omaha | NE | 68137 | none | PC | Program/Project Support | $275,000 | |
| Project Harmony | ||||||||
| 11949 Q Street | Omaha | NE | 68137 | none | PC | Capital Fund/Renovation | $1,000,000 | |
| Quality Living Inc | ||||||||
| 6404 North 70th Plaza | Omaha | NE | 68104 | none | PC | Capital Fund/Renovation | $1,450,000 | |
| Ronald McDonald House Charities In Omaha Inc | ||||||||
| 620 S 38th Ave | Omaha | NE | 68105 | none | PC | General Operating Support | $50,000 | |
| Santa Monica Inc | ||||||||
| 130 N 39th Street | Omaha | NE | 68131 | none | PC | Capital Fund/Renovation | $125,000 | |
| 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 | $125,000 | |
| Strategic Air And Space Museum | ||||||||
| 28210 West Park Highway | Ashland | NE | 68003 | none | PC | General Operating Support | $10,000 | |
| Ted E Bear Hollow Inc | ||||||||
| 7811 Farnam Drive | Omaha | NE | 68114 | none | PC | General Operating Support | $25,000 | |
| The Groundwater Foundation | ||||||||
| 3201 Pioneers Blvd Ste 105 | Lincoln | NE | 68502 | none | PC | General Operating Support | $50,000 | |
| Together Inc Of Metropolitan Omaha | ||||||||
| 812 S 24th Street | Omaha | NE | 68108 | none | PC | General Operating Support | $95,000 | |
| United Way Of The Midlands | ||||||||
| 2201 Farnam Street | Omaha | NE | 68102 | none | PC | General Operating Support | $552,260 | |
| University Of Nebraska Foundation | ||||||||
| 1010 Lincoln Mall Suite 300 | Lincoln | NE | 68508 | none | PC | Program/Project Support | $3,600,000 | |
| University Of Nebraska Foundation | ||||||||
| 1010 Lincoln Mall Suite 300 | Lincoln | NE | 68508 | none | PC | Capital Fund/Renovation | $2,500,000 | |
| Urban League Of Nebraska | ||||||||
| 3040 Lake Street | Omaha | NE | 68111 | none | PC | General Operating Support | $100,000 | |
| Village of Firth Nebraska | ||||||||
| 311 Nemaha Street | Firth | NE | 68358 | none | GOV | Capital Fund/Renovation | $45,000 | |
| Wahoo Community Foundation | ||||||||
| 640 North Broadway St | Wahoo | NE | 68066 | none | PC | Capital Fund/Renovation | $100,000 | |
| Wayne State Foundation | ||||||||
| 1111 Main Street | Wayne | NE | 68787 | none | PC | Capital Fund/Renovation | $150,000 | |
| Willa Cather Foundation | ||||||||
| 413 N Webster St | Red Cloud | NE | 68970 | none | PC | Capital Fund/Renovation | $360,000 | |
| Womens Center for Advancement | ||||||||
| 222 S 29th 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 | Capital Fund/Renovation | $104,000 | |
| Youth Emergency Services Inc | ||||||||
| 2679 Farnam St Suite 205 | Omaha | NE | 68131 | none | PC | General Operating Support | $25,000 | |
| Youth Frontiers Inc | ||||||||
| 7101 Mercy Road Suite 150 | Omaha | NE | 68106 | none | PC | Program/Project Support | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,731,750 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 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 | $300,000 |
| Avenue Scholars Foundation | |||||||
| 7101 Mercy Rd Ste 240 | Omaha | NE | 68106 | none | PC | Program/Project Support | $900,000 |
| 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 |
| Boys & Girls Clubs Of Lincoln and Lancaster County | |||||||
| PO Box 22344 | Lincoln | NE | 68542 | none | PC | Capital Fund/Renovation | $50,000 |
| Broken Bow Library Foundation | |||||||
| 626 South D Street | Broken Bow | NE | 68822 | none | PC | Capital Fund/Renovation | $250,000 |
| Casa for Douglas County | |||||||
| 2412 St Marys Avenue | Omaha | NE | 68105 | none | PC | General Operating Support | $100,000 |
| Celebrating Nebraska Statehood Inc | |||||||
| 201 8th Street 215 | Lincoln | NE | 68508 | none | PC | Program/Project Support | $150,000 |
| 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 | $60,000 |
| City Of Omaha Police Foundation Inc | |||||||
| 6457 Frances Street Suite 100 | Omaha | NE | 68106 | none | PC | Program/Project Support | $119,510 |
| City Of Omaha Public Library Foundation | |||||||
| 215 S 15th St | Omaha | NE | 68102 | none | PC | General Operating Support | $50,000 |
| Cornhusker Council Boy Scouts of America | |||||||
| PO Box 269 | Walton | NE | 68461 | none | PC | Program/Project Support | $40,000 |
| Defy Ventures Inc | |||||||
| 154 Grand St 6th Floor | New York | NY | 10013 | none | PC | General Operating Support | $300,000 |
| Film Streams Inc | |||||||
| 1340 Mike Fahey Street | Omaha | NE | 68102 | none | PC | Capital Fund/Renovation | $500,000 |
| Food Bank For The Heartland | |||||||
| 10525 J Street | Omaha | NE | 68127 | none | PC | General Operating Support | $350,000 |
| Heart Ministry Center Inc | |||||||
| 2222 Binney Street | Omaha | NE | 68110 | none | PC | General Operating Support | $100,000 |
| Heartland Hope Mission | |||||||
| 2021 U Street | Omaha | NE | 68107 | none | PC | General Operating Support | $70,000 |
| HELP Adult Services | |||||||
| 1941 S 42 St 200 | Omaha | NE | 68105 | none | PC | General Operating Support | $30,000 |
| Kaneko | |||||||
| 1111 Jones Street | Omaha | NE | 68102 | none | PC | General Operating Support | $100,000 |
| 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 | $60,000 |
| Metropolitan Community College Foundation | |||||||
| PO Box 3777 | Omaha | NE | 68103 | none | PC | Program/Project Support | $1,050,000 |
| Nebraska Children And Families Foundation | |||||||
| 215 Centennial Mall South Suite 20 | Lincoln | NE | 68510 | none | PC | Program/Project Support | $400,000 |
| Nebraska Game And Parks Foundation | |||||||
| P O Box 36 | Waverly | NE | 68462 | none | PC | Capital Fund/Renovation | $5,000,000 |
| Nebraska Humane Society | |||||||
| 8929 Fort Street | Omaha | NE | 68134 | none | PC | Program/Project Support | $200,000 |
| Nebraska Wesleyan University | |||||||
| 5000 Saint Paul Avenue | Lincoln | NE | 68504 | none | PC | Capital Fund/Renovation | $1,000,000 |
| Seventy-Five North Revitalization Corporation | |||||||
| 4383 Nicholas Street Suite 204 | Omaha | NE | 68131 | none | PC | Capital Fund/Renovation | $2,500,000 |
| Ollie Webb Center Inc | |||||||
| 1941 South 42nd Street Suite 122 | Omaha | NE | 68105 | none | SO I | General Operating Support | $40,000 |
| Omaha Academy of Ballet | |||||||
| 4950 Dodge Street | Omaha | NE | 68132 | none | PC | Capital Fund/Renovation | $200,000 |
| Omaha Home For Boys | |||||||
| 4343 North 52nd Street | Omaha | NE | 68104 | none | PC | General Operating Support | $50,000 |
| Omaha Schools Foundation | |||||||
| 3215 Cuming Street | Omaha | NE | 68131 | none | PC | Capital Fund/Renovation | $224,000 |
| Oneworld Community Health Centers Inc | |||||||
| 4920 South 30 Street | Omaha | NE | 68107 | none | PC | General Operating Support | $235,000 |
| Opera Omaha Inc | |||||||
| 1850 Farnam Street | Omaha | NE | 68102 | none | PC | General Operating Support | $200,000 |
| Robert M Merryman Performing Arts Center | |||||||
| 225 W 22nd Street | Kearney | NE | 68845 | none | PC | Capital Fund/Renovation | $25,000 |
| Rose Blumkin Performing Arts Center Foundation | |||||||
| 2001 Farnam St | Omaha | NE | 68102 | none | SO II | Capital Fund/Renovation | $125,000 |
| School District of Columbus Foundation | |||||||
| 2508 27th Street | Columbus | NE | 68601 | none | GOV | Program/Project Support | $275,000 |
| The Tri-Faith Initiative Of Omaha Nebraska | |||||||
| PO Box 31344 | Omaha | NE | 68131 | none | PC | Capital Fund/Renovation | $750,000 |
| University Of Nebraska Foundation | |||||||
| 1010 Lincoln Mall Suite 300 | Lincoln | NE | 68508 | none | PC | Capital Fund/Renovation | $10,000,000 |
| Western Nebraska Community College Foundation | |||||||
| 1601 E 27th St | Scottsbluff | NE | 69361 | none | PC | Capital Fund/Renovation | $125,000 |
| Womens Center for Advancement | |||||||
| 222 S 29th Street | Omaha | NE | 68131 | none | PC | General Operating Support | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $27,703,510 | 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 | $32,186 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,867,455 | 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 | $10,315,691 | 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 | -$320,612 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $21,894,720 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,894,720 | 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 | $35,905 | Amt |
| Net Investment Income | $7,181 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28,724 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| US EQUITY FUNDS | FMV | $196,334,322 | $196,334,322 |
| INTERNATIONAL FUNDS | FMV | $83,451,180 | $83,451,180 |
| FIXED INCOME FUNDS | FMV | $118,085,631 | $118,085,631 |
| EMERGING MARKET FUNDS | FMV | $33,311,473 | $33,311,473 |
| REAL ASSET FUNDS | FMV | $47,341,271 | $47,341,271 |
| HEDGE FUNDS | FMV | $187,525,660 | $187,525,660 |
| PRIVATE EQUITY FUNDS | FMV | $24,742,844 | $24,742,844 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $21,728 | LegalFeesAmt |
| Net Investment Income | $19,555 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,173 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLE | Desc |
| BOY Book Value | $4,016,474 | BOYBookValueAmt |
| EOY Book Value | $58,284 | EOYBookValueAmt |
| EOYFMV | $58,284 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX > BOOK PASS-THROUGH INCOME/LOSS | Desc |
| Amt | $2,841,913 | 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 | $32,398 | $6,480 | $25,918 |
| SUPPLIES | $9,103 | $1,821 | $7,282 |
| MISCELLANEOUS EXPENSE | $30,600 | $6,120 | $24,480 |
| PROFESSIONAL DEVELOPMENT | $3,480 | $696 | $2,784 |
| OTHER PROGRAM FEES | $86,928 | $86,928 | |
| OTHER INVESTMENT EXPENSES | $1,107,080 | $1,093,001 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NET RENTAL REAL ESTATE LOSS | -$36,850 | -$36,850 |
| MISCELLANEOUS REVENUE | -$283,762 | -$283,762 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $40,187,048 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKKEEPING FEES | $2,915 | $583 | $2,332 |
| INVESTMENT SERVICE FEES | $3,674,127 | $3,674,127 | |
| INFORMATION TECHNOLOGY FEES | $64,980 | $12,996 | $51,984 |
| ADVISOR FEES | $5,000 | $1,000 | $4,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $48,234 | $9,647 | $38,587 |
| EXCISE TAXES | $145,000 | ||
| SALES & USE TAX | $69 | $14 | $55 |
| FOREIGN TAXES | $143,004 | $143,004 |