CHARLES AND MARY HEIDER FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: CHARLES AND MARY HEIDER FAMILY FOUNDATION (EIN 47-0810266)
Tax period: 2015-01-01 to 2015-12-31
Filed: 2016-05-13
IRS object ID: 201621349349100517
Schema version: 2015v2.0
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
Other Decreases Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-05-13T06:13:36-07:00	ReturnTs
Tax Period End	2015-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	LUTZ AND COMPANY PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	13616 CALIFORNIA ST STE 300	AddressLine1Txt
City	OMAHA	CityNm
State Abbreviation	NE	StateAbbreviationCd
ZIP	681545336	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2015-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	470810266	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	The Charles and Mary Heider	BusinessNameLine1Txt
Business Name Line2	Family Foundation	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	CHAR	BusinessNameControlTxt
Phone	4023970295	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	9762 Ascot Drive	AddressLine1Txt
City	Omaha	CityNm
State Abbreviation	NE	StateAbbreviationCd
ZIP	68114	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Cindy M Heider	PersonNm
Person Title	Vice President	PersonTitleTxt
Signature	2016-05-13	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JAMES J TICHOTA	PreparerPersonNm
PTIN	P00573913	PTIN
Phone	4024968800	PhoneNum

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2016-09-27 15:27:22Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$6,805,707	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$1,000	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$61	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$61	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$61	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$34,462	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$34,462	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$34,462	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$378,528	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$4,814,657	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$378,528	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$414,051	TotalRevAndExpnssAmt
Total Net Invst Incm	$413,051	TotalNetInvstIncmAmt
Total Adj Net Incm	$34,523	TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss	$53,264	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$53,264	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$12,187	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$12,187	TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss	$1,873	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$1,873	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$67,324	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$67,324	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,722,750	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,722,750	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,790,074	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$67,324	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,722,750	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$1,376,023	ExcessRevenueOverExpensesAmt
Net Investment Income	$345,727	NetInvestmentIncomeAmt
Adjusted Net Income	$34,523	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$279,721	CashBOYAmt
Cash EOY	$72,843	CashEOYAmt
Cash EOYFMV	$72,843	CashEOYFMVAmt
US Government Obligations BOY	$899,950	USGovernmentObligationsBOYAmt
Corporate Stock BOY	$2,728,759	CorporateStockBOYAmt
Corporate Stock EOY	$2,459,265	CorporateStockEOYAmt
Corporate Stock EOYFMV	$6,732,864	CorporateStockEOYFMVAmt
Total Assets BOY	$3,908,430	TotalAssetsBOYAmt
Total Assets EOY	$2,532,108	TotalAssetsEOYAmt
Total Assets EOYFMV	$6,805,707	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Retained Earning BOY	$3,908,430	RetainedEarningBOYAmt
Retained Earning EOY	$2,532,108	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$3,908,430	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$2,532,108	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$3,908,430	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$2,532,108	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$3,908,430	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$1,376,023	ExcessRevenueOverExpensesAmt
Subtotal	$2,532,407	SubtotalAmt
Other Decreases	$299	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$2,532,108	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BERKSHIRE HATHAWAY INC CL A	P	2001-01-01	2015-05-07	$219,845	$60,210	$159,635	$159,635
GS FIN SQUARES GOV FUND	P	2001-01-01	2015-12-31	$1,744,267	$1,744,267
SEE ATTACHED STATEMENT	P	2015-01-01	2015-01-01	$7,196	$17,470	-$10,274	-$10,274
SEE ATTACHED STATEMENT	P	2001-01-01	2015-01-01	$468,369	$239,261	$229,108	$229,108
US Treasury Bill	P	2015-01-01	2015-01-01	$2,374,980	$2,374,921	$59	$59

Field	Value	IRS element (for citing)
Capital Gain Net Income	$378,528	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	-$10,215	NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$1,020,724	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$8,999,124	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.11343	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$697,100	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$8,104,261	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.08602	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$1,130,050	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$7,055,096	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.16018	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$394,913	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$6,893,501	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.05729	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$349,200	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$7,084,449	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.04929	DistributionYr5Rt
Total Distribution	0.466195	TotalDistributionRt
Average Distribution	0.093239	AverageDistributionRt
Net Vl Noncharitable Assets	$8,280,622	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$772,077	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$3,457	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$775,534	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$1,722,750	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	$3,457	InvestmentIncomeExciseTaxAmt
Subtotal	$3,457	SubtotalAmt
Tax Based On Investment Income	$3,457	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$3,000	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$3,000	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$6	EsPenaltyAmt
Tax Due	$463	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Form990 T Filed	false	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
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	Scott Heider	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4023970295	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	9762 Ascot Drive	AddressLine1Txt
City	Omaha	CityNm
State Abbreviation	NE	StateAbbreviationCd
ZIP	68114	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
Business Holdings	false	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
Transactions Fail To Qlfy As Exc	false	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	false	MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Proceeds Or Net Income	false	ProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
Cindy M Heider
9762 Ascot Drive	Omaha	NE	68114	Vice President	5.00	$0
Mary C Heider
9409 Westchester Lane	Omaha	NE	68114	President	5.00	$0
Scott C Heider
9762 Ascot Drive	Omaha	NE	68114	Secretary	5.00	$0
Mark J Heider
3498 Ellsworth Ave 1306	Denver	CO	80209	Treasurer	5.00	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	Direct contributions are made to the Charitable organizations only. See Statement for list of recipients.	Description1Txt
Expenses1	$1,722,750	Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$7,869,396	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$537,327	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$8,406,723	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$8,406,723	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$126,101	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$8,280,622	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$414,031	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$414,031	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$3,457	TaxBasedOnInvestmentIncomeAmt
Total Tax	$3,457	TotalTaxAmt
Distributable Before Adj	$410,574	DistributableBeforeAdjAmt
Distributable Before Ded	$410,574	DistributableBeforeDedAmt
Distributable As Adjusted	$410,574	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,722,750	ExpensesAndContributionsAmt
Qualifying Distributions	$1,722,750	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$3,457	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$1,719,293	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$410,574	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4	$51,912	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$778,195	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$293,587	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$587,820	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,711,514	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,722,750	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$410,574	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,312,176	RemainingDistriFromCorpusAmt
Total Corpus	$3,023,690	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$3,023,690	ExcessDistriCyovToNextYrAmt
Excess From Year4	$51,912	ExcessFromYear4Amt
Excess From Year3	$778,195	ExcessFromYear3Amt
Excess From Year2	$293,587	ExcessFromYear2Amt
Excess From Year1	$587,820	ExcessFromYear1Amt
Excess From Current Year	$1,312,176	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Catholic Charities
3300 North 60th Street	Omaha	NE	68102	None	Public	Charitable	$20,000
Child Saving Institute
4545 Dodge Street	omaha	NE	68132	None	Public	Charitable	$25,000
University of Southern California
3551 Trousdale Pkwy	Los Angeles	CA	90089	None	Public	Charitable	$5,000
Christ The King
654 S 86th Street	omaha	NE	68114	None	Public	Charitable	$25,500
CUES
2207 Wirt Street	omaha	NE	68110	None	Public	Charitable	$25,000
Arupe Jesuit High School
2500 California Plaza	omaha	NE	68178	None	Public	Charitable	$5,000
Creighton University
2500 California Plaza	omaha	NE	68178	None	Public	Charitable	$25,000
The Food Bank for the Heartland
6824 J Street	Omaha	NE	68117	None	Public	Charitable	$10,000
United Way of the Midlands
1805 Harney Street	Omaha	NE	68102	None	Public	Charitable	$30,000
Creighton Preparatory School
7400 Western Avenue	omaha	NE	68114	None	Public	Charitable	$94,000
Boy Scouts of America
12401 West Maple Road	Omaha	NE	68164	None	Public	Charitable	$2,000
Seeds of Hope Charitable Trust
1300 South Steele Street	Denver	CO	80210	None	Public	Charitable	$10,000
Cathedral of Immaculate Conception
2708 South 24th Street	Omaha	NE	68108	None	Public	Charitable	$5,000
Catholic FDN - Archdiocese of Denve
1535 Logan Street	Denver	CO	80203	None	Public	Charitable	$13,000
Samaritan House
12856 Deauville Drive	Omaha	NE	68137	None	Public	Charitable	$8,000
Big Brothers Big Sisters of Midland
10831 Old Mill Road	Omaha	NE	68154	None	Public	Charitable	$10,000
Mount St Vincent Home
14330 Eagle Run Dr	Omaha	NE	68164	None	Public	Charitable	$8,000
Boys and Girls Clubs of the Midland
2610 Hamilton Street	Omaha	NE	68131	None	Public	Charitable	$57,000
Ballet Nebraska
PO BOX 6413	OMAHA	NE	68106	None	Public	CHARITABLE	$9,000
Jesuit Academy
2311 N 22nd Street	Omaha	NE	68110	None	Public	Charitable	$64,000
Omaha Community Playhouse Foundatio
6915 Cass St	Omaha	NE	68132	None	Public	Charitable	$10,000
St Augustine Indian Mission
1 Mission Road South	Winnebago	NE	68071	None	Public	Charitable	$10,000
The Institute of Priestly Formation
2500 California Plaza	Omaha	NE	68178	None	Public	Charitable	$15,000
Children's Hospital
8200 Dodge Street	Omaha	NE	68114	None	Public	Charitable	$14,000
Children's Respite Care Center
2010 N 89th Street	Omaha	NE	68134	None	Public	CHARITABLE	$10,000
College of Saint Mary
7000 Mercy Rd	Omaha	NE	68106	None	Public	CHARITABLE	$2,500
Completely Kids
2566 Saint Marys Ave	Omaha	NE	68105	None	Public	CHARITABLE	$10,000
Duchesne Academy of the Sacred Hear
3601 Burt Street	Omaha	NE	68131	None	Public	CHARITABLE	$295,000
Lauritzen Gardens
100 Bancroft Street	Omaha	NE	68108	None	Public	CHARITABLE	$2,500
Nebraska Golf Foundation
6618 S 118th Street	Omaha	NE	68137	None	Public	CHARITABLE	$2,500
Omaha Zoo Foundation
3701 S 10th Street	Omaha	NE	68107	None	Public	CHARITABLE	$10,000
The Madonna School
6402 N 71st Plaza	Omaha	NE	68104	None	Public	CHARITABLE	$10,000
Omaha Performing Arts - The Present
1200 Douglas Street	Omaha	NE	68102	None	Public	CHARITABLE	$105,000
The Salvation Army
3612 Cuming Street	Omaha	NE	68131	None	Public	CHARITABLE	$250,000
Youth For Christ - Omaha
4468 S 84th St	Omaha	NE	68127	None	Public	CHARITABLE	$6,250
American Red Cross
2912 S 80th Ave	Omaha	NE	68124	None	Public	CHARITABLE	$10,000
Archdiocese of Omaha
100 N 62nd St	Omaha	NE	68132	None	Public	CHARITABLE	$2,500
Kevin O'Connor Scholarship Fund
2111 S 165th St	Omaha	NE	68130	None	Public	CHARITABLE	$1,000
Nebraska Writer's Collective
9712 N 34th Street	Omaha	NE	68112	None	Public	CHARITABLE	$2,500
Opera Omaha
1850 Farnam st	Omaha	NE	68102	None	Public	CHARITABLE	$6,000
St Anthony Foundation
150 Golden Gate Avenue	San Francisco	CA	94102	None	Public	CHARITABLE	$5,000
Visiting Nurse Association
12565 W Center Road	Omaha	NE	68144	None	Public	CHARITABLE	$5,000
Heritage Services
10050 Regency Circle Suite 101	Omaha	NE	68114	None	Public	CHARITABLE	$25,000
Good Shepherd Catholic Church
2626 E 7th Ave Pkwy	Denver	CO	80206	None	Public	CHARITABLE	$15,000
Business Ethics Alliance
1111 N 13th Street Suite 114	Omaha	NE	68102	None	Public	Charitable	$5,000
Cystic Fibrosis Foundation
11917 Pierce Plaza	Omaha	NE	68144	None	Public	Charitable	$1,000
Denver Art Museum
100 W 14th Avenue PKWY	Denver	CO	80204	None	Public	Charitable	$5,000
Film Streams
1340 Mike Fahey Street	Omaha	NE	68102	None	Public	Charitable	$2,500
Goodwill Omaha
4805 N 72nd St	Omaha	NE	68134	None	Public	Charitable	$10,000
Heart Ministry Center
2222 Binney St	Omaha	NE	68110	None	Public	Charitable	$2,500
JDRF
9202 West Dodge Road 304	Omaha	NE	68114	None	Public	Charitable	$1,000
Omaha Children's Museum
500 S 20th St	Omaha	NE	68102	None	Public	Charitable	$5,000
Opera Colorado
695 S Colorado Blvd 20	Denver	CO	80246	None	Public	Charitable	$5,000
Pear Tree Performing Arts Center
4801 Northwest Radial Highway	Omaha	NE	68104	None	Public	Charitable	$1,000
Solve MECFS Initiative
PO Box 36007	Los Angeles	CA	90036	None	Public	Charitable	$40,000
Word on Fire
5215 Old Orchard Road Suite 410	Skokie	IL	60077	None	Public	Charitable	$5,000
Children's Hospital Colorado Founda
13123 East 16th Ave Box 045	Aurora	CO	80045	None	Public	Charitable	$7,500
Heartland Equine Theraputic Riding
10130 S 222ND STREET	GRETNA	NE	68028	None	PC	CHARITABLE	$25,000
Angels Amoung US
11918 POPPLETON PLZ STE 2	OMAHA	NE	68144	None	PC	CHARITABLE	$1,500
Bethlehem House
2301 S 15TH STREET	OMAHA	NE	68108	None	PC	CHARITABLE	$1,000
Komen Nebraska
8707 WEST CENTER ROAD SUITE 101	OMAHA	NE	68124	NONE	PC	CHARITABLE	$2,500
Mercy High School
1501 S 48TH STREET	OMAHA	NE	68106	None	PC	CHARITABLE	$10,000
Merrymakers Association
12020 SHAMROCK PLAZA	OMAHA	NE	68154	None	PC	CHARITABLE	$1,000
Midwest Jesuits
2050 N CLARK STREET	CHICAGO	IL	60614	None	PC	CHARITABLE	$2,000
Millard Public Schools Foundation
5225 S 159TH AVENUE	OMAHA	NE	68135	None	PC	CHARITABLE	$500
Miss Amazing Pageant - Nebraska
5710 S 176TH AVE	OMAHA	NE	68135	None	PC	CHARITABLE	$1,000
National Turf Writers Foundation
40 EAST 52ND STREET	NEW YORK	NY	10022	None	PC	CHARITABLE	$8,500
Nebraska Coalition for Lifesaving C
900 S 74th Plaza Ste 301	Omaha	NE	68144	None	PC	CHARITABLE	$5,000
Northstar Foundation
4242 N 49TH AVENUE	OMAHA	NE	68104	None	PC	CHARITABLE	$2,500
Open Medicine Foundation
29302 LARO DRIVE	AGOURA HILLS	CA	91301	None	PC	CHARITABLE	$40,000
Thoroughbred Charities of America
PO BOX 910668	LEXINGTON	KY	40591	None	PC	CHARITABLE	$2,000
University of Iowa Foundation
1 W PARK RD	IOWA CITY	IA	52242	None	PC	CHARITABLE	$1,000
University of Nebraska Foundation
1010 LINCOLN MALL 300	LINCOLN	NE	68508	None	PC	CHARITABLE	$250,000
Women's Center for Advancement
222 S 29TH STREET	OMAHA	NE	68131	None	PC	CHARITABLE	$1,000
Hope Center for Kids
2200 NORTH 20TH STREET	OMAHA	NE	68110	None	PC	CHARITABLE	$2,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,722,750	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$61	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$34,462	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$378,528	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$413,051	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$413,051	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

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	Other decreases	Desc
Amt	$299	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	BANK SERVICE CHARGES	Desc
Revenue And Expenses Per Books	$1,873	RevenueAndExpensesPerBooksAmt
Net Investment Income	$1,873	NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	Ruane, Cunniff & Goldfarb Fees	CategoryTxt
Amt	$53,264	Amt
Net Investment Income	$53,264	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
Federal Taxes	$11,651	$11,651
Foreign Taxes	$536	$536