BUFFETT EARLY CHILDHOOD FUND: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BUFFETT EARLY CHILDHOOD FUND (EIN 20-1768874)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-10
- IRS object ID
- 201622239349100422
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-10T14:10:40-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 476097913 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEIM JOHNSON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18081 BURT STREET SUITE 200 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 680224722 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201768874 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUFFETT EARLY CHILDHOOD FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUFF | BusinessNameControlTxt |
| Phone | 4023410933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3555 FARNAM STREET | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESSIE RASMUSSEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4023410933 | PhoneNum |
| Signature | 2016-07-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARBARA J FAJEN | PreparerPersonNm |
| PTIN | P00400874 | PTIN |
| Phone | 4023302660 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,399,290 | 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 | $34,840,256 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,213 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,213 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,012,293 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,076,760 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,075,078 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $85,682 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $85,682 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $35,939,444 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,161,973 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $395,326 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $395,326 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $666,968 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $666,968 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $302,878 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $302,878 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $25,533 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $25,533 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,477 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,477 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $165,486 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $165,486 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $277,295 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $66,663 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $25,800 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $25,800 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $210,928 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $210,928 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,105 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,105 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $78,095 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $78,095 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,159,891 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,949,259 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,655,829 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,650,541 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,815,720 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,599,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,876,276 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,161,973 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $156,137 | CashEOYAmt |
| Cash EOYFMV | $156,137 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,453,595 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $346,347 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $346,347 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $148,395 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $234,621 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $234,621 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $22,561,989 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,530,980 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,530,980 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $20,348 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,348 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $8,131,205 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,131,205 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,131,205 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $32,295,184 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,399,290 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,399,290 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $2,389,731 | GrantsPayableBOYAmt |
| Grants Payable EOY | $8,394,530 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,389,731 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,394,530 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $29,905,453 | UnrestrictedBOYAmt |
| Unrestricted EOY | $24,004,760 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,905,453 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,004,760 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,295,184 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,399,290 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,905,453 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,876,276 | ExcessRevenueOverExpensesAmt |
| Other Increases | $846,498 | OtherIncreasesAmt |
| Subtotal | $27,875,675 | SubtotalAmt |
| Other Decreases | $3,870,915 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,004,760 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2014-02-14 | AcquiredDt |
| Sold | 2015-12-31 | SoldDt |
| Gross Sales Price | $11,076,760 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,682 | CostOrOtherBasisAmt |
| Gain Or Loss | $11,075,078 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $11,075,078 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,075,078 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $34,742,268 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $21,507,179 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.615380 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $19,962,244 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,163,077 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.964193 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $21,843,958 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,338,458 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 2.976641 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $17,567,532 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,296,699 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 3.316694 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $19,946,155 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,048,109 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 3.297916 | DistributionYr5Rt |
| Total Distribution | 13.170824 | TotalDistributionRt |
| Average Distribution | 2.634165 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $28,522,875 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $75,133,959 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $111,620 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $75,245,579 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $32,599,800 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $223,239 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $223,239 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $223,239 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $210,632 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $70,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $280,632 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $244 | EsPenaltyAmt |
| Overpayment | $57,149 | OverpaymentAmt |
| Applied To ES Tax | $57,149 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BUFFETTEARLYCHILDHOODFUND.ORG | WebsiteAddressTxt |
| Individual With Books | SUSAN MULLIN | IndividualWithBooksNm |
| Phone | 4023410933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3555 FARNAM STREET | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | Yes (1) | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SUSAN A BUFFETT | ||||||||
| 3555 FARNAM STREET | OMAHA | NE | 68131 | DIRECTOR & CHAIR | 5.00 | $0 | $0 | $0 |
| HELEN RAIKES | ||||||||
| 3555 FARNAM STREET | OMAHA | NE | 68131 | DIRECTOR & TREASURER | 5.00 | $0 | $0 | $0 |
| WALLACE WEITZ | ||||||||
| 3555 FARNAM STREET | OMAHA | NE | 68131 | DIRECTOR & SECRETARY | 5.00 | $0 | $0 | $0 |
| MIKE BURKE | ||||||||
| 3555 FARNAM STREET | OMAHA | NE | 68131 | VICE-PRESIDENT | 40.00 | $175,743 | $51,276 | $0 |
| JESSIE RASMUSSEN | ||||||||
| 3555 FARNAM STREET | OMAHA | NE | 68131 | PRESIDENT | 40.00 | $219,583 | $45,046 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| GLADYS HAYNES | ||||||||
| 3555 FARNAM STREET | OMAHA | NE | 68131 | DIRECTOR OF NEBRASKA | 40.00 | $151,786 | $54,066 | $0 |
| ERIC BUCHANAN | ||||||||
| 3555 FARNAM STREET | OMAHA | NE | 68131 | DIRECTOR OF STRATEGI | 40.00 | $155,792 | $47,249 | $0 |
| SUSAN MULLIN | ||||||||
| 3555 FARNAM STREET | OMAHA | NE | 68131 | OPERATIONS DIRECTOR | 40.00 | $111,001 | $38,819 | $0 |
| EVA LESTER | ||||||||
| 3555 FARNAM STREET | OMAHA | NE | 68131 | DIRECTOR OF PROGRAM | 40.00 | $110,864 | $32,127 | $0 |
| PORTIA KENNEL | ||||||||
| 3555 FARNAM STREET | OMAHA | NE | 68131 | SENIOR ADVISOR | 40.00 | $70,638 | $17,117 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 1 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EARLY OPPORTUNITIES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5006 50TH PLACE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | STRATEGIC PLANNING CONSULTING | ServiceTypeTxt |
| Compensation | $75,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $27,583,119 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,374,115 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,957,234 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,957,234 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $434,359 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,522,875 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,426,144 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,426,144 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $223,239 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $223,239 | TotalTaxAmt |
| Distributable Before Adj | $1,202,905 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,202,905 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,202,905 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,599,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $32,599,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $32,599,800 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,202,905 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $32,599,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,202,905 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $31,396,895 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $31,396,895 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $30,996,433 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $400,462 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $400,462 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ADVANCEMENT PROJECT | |||||||
| 1910 W SUNSET BLVD STE 500 | LOS ANGELES | CA | 90026 | PC | WATER COOLER CONFERENCE SUPPORT | $5,000 | |
| ALLIANCE FOR EARLY SUCCESS | |||||||
| PO BOX 6756 | LEAWOOD | KS | 66206 | PC | OPERATING SUPPORT | $3,015,955 | |
| BOARD OF REGENTS OF UNIVERSITY OF WISCONSIN SYSTEM - MILWAUKEE | |||||||
| PO BOX 500 | MILWAUKEE | WI | 53201 | GOV | EDUCARE MILWAUKEE LOCAL EVALUATION SUPPORT | $102,411 | |
| BRAZELTON TOUCHPOINTS PROJECT INC CHILDREN'S HOSPITAL BOSTON | |||||||
| 1295 BOYLSTON ST STE 320 | BOSTON | MA | 02215 | PC | BTC/ELN COLLABORATION SUPPORT | $150,000 | |
| CHILD AND FAMILY POLICY CENTER | |||||||
| 505 FIFTH AVE STE 404 | DES MOINES | IA | 50309 | PC | GENERAL SUPPORT | $25,000 | |
| COLLEGE OF ST MARY | |||||||
| 7000 MERCY ROAD | OMAHA | NE | 681062606 | PC | CHILDCARE ASSOCIATES SUPPORT | $100,000 | |
| COUNCIL FOR A STRONG AMERICA | |||||||
| 1212 NEW YORK AVENUE STE 300 | WASHINGTON | DC | 20005 | PC | MISSION: READINESS SUPPORT | $150,413 | |
| E C S V | |||||||
| 4000 MOORPARK AVE STE 200 | SAN JOSE | CA | 95117 | PC | CAPITAL CAMPAIGN SUPPORT | $166,667 | |
| EARLY CHILDHOOD EDUCATION INSTITUTE UNIV OF OKLAHOMA - TULSA | |||||||
| 4502 E 41ST ST | TULSA | OK | 74135 | GOV | ELN AG SUPPORT | $27,669 | |
| EARLY CHILDHOOD SERVICES | |||||||
| 985220 NEBRASKA MEDICAL CENTER | OMAHA | NE | 68198 | PC | OPERATING SUPPORT | $5,354,595 | |
| EDUCARE DC | |||||||
| 640 ANACOSTIA AVENUE NW | WASHINGTON | DC | 20019 | PC | OPERATING SUPPORT | $1,777,957 | |
| EDUCARE OF OMAHA INC | |||||||
| 2123 PAUL STREET | OMAHA | NE | 68102 | PC | OPERATING SUPPORT | $850,000 | |
| EDUCARE WEST DUPAGE | |||||||
| 851 PEARL RD | WEST CHICAGO | IL | 60185 | PC | GENERAL SUPPORT AND ELN AG SUPPORT | $72,830 | |
| ERIKSON INSTITUTE | |||||||
| 451 NORTH LASALLE STREET | CHICAGO | IL | 606544510 | PC | DISTANCE LEARNING PROJECT AND GENERAL SUPPORT | $339,142 | |
| FRANK PORTER GRAHAM CHILD DEVELOPMENT INSTITUTE-UNC-CH | |||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | GOV | RCT, IS AND ELN AG SUPPORT | $1,008,438 | |
| GROWTH PHILANTHROPY NETWORK | |||||||
| 122 E 42ND STREET FL 17 | NEW YORK | NY | 10168 | PC | SOCIAL IMPACT EXCHANGE SUPPORT | $25,000 | |
| KENNEBEC VALLEY COMMUNITY ACTION PROGRAM | |||||||
| 97 WATER STREET | WATERVILLE | ME | 04901 | PC | ELN AG SUPPORT | $145,800 | |
| NATIONAL HEAD START ASSOCIATION | |||||||
| 1651 PRINCE STREET | ALEXANDRIA | VA | 22314 | PC | PROJECT SUPPORT | $25,000 | |
| NEBRASKA CHILDREN & FAMILIES FOUNDATION | |||||||
| 215 CENTENNIAL MALL S STE 200 | LINCOLN | NE | 68508 | PC | FIRST FIVE NEBRASKA AND ROOTED IN RELATIONSHIPS SUPPORT | $2,230,681 | |
| NEXT DOOR FOUNDATION | |||||||
| 2545 N29TH STREET | MILWAUKEE | WI | 53210 | PC | OPERATING SUPPORT | $475,000 | |
| NU FOUNDATION | |||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | PC | BECI GALLUP POLL SUPPORT | $101,113 | |
| OMAHA CHILDRENS MUSEUM INC | |||||||
| 500 S 20TH STREET | OMAHA | NE | 68102 | PC | GENERAL SUPPORT | $750 | |
| OMAHA SCHOOLS FOUNDATION | |||||||
| 3215 CUMING STREET | OMAHA | NE | 68131 | PC | OELC CAPITAL CAMPAIGN SUPPORT | $5,424,674 | |
| OUNCE OF PREVENTION FUND | |||||||
| 33 W MONROE STREET | CHICAGO | IL | 60603 | PC | FIRST FIVE YEARS FUND AND EDUCARE LEARNING NETWORK SUPPORT | $3,702,687 | |
| PROJECT HARMONY | |||||||
| 11949 Q STREET | OMAHA | NE | 68137 | PC | IMPACT FROM INFANCY SUPPORT | $300,299 | |
| SAVE THE CHILDREN | |||||||
| 54 WILTON ROAD | WESTPORT | CT | 06880 | PC | EARLY STEPS TO SCHOOL SUCCESS AND SCAN SUPPORT | $867,501 | |
| SHELTERING ARMS EARLY EDUCATION & FAMILY CENTERS | |||||||
| 385 CENTENNIAL OLYMPIC PARK DRIVE | ATLANTA | GA | 30313 | PC | ELN AG SUPPORT | $142,052 | NW |
| SOUTHWEST HUMAN DEVELOPMENT | |||||||
| 2850 N 24TH STREET | PHOENIX | AZ | 85008 | PC | ELN AG SUPPORT | $499,314 | |
| ST AUGUSTINE INDIAN MISSION | |||||||
| PO BOX GG 1 MISSION RD SOUTH | WINNEBAGO | NE | 68071 | PC | GENERAL SUPPORT | $650 | |
| THIRD SECTOR NEW ENGLAND INC | |||||||
| 89 SOUTH ST STE 700 | BOSTON | MA | 02111 | PC | BUILD SUPPORT | $100,000 | |
| TIDES FOUNDATION | |||||||
| PO BOX 29903 | SAN FRANCISCO | CA | 94129 | PC | GRADE LEVEL READING FUND SUPPORT | $200,000 | |
| TRUSTEES FOR HARVARD UNIVERSITY | |||||||
| 1033 MASSACHUSETTS AVE STE 3 | CAMBRIDGE | MA | 02138 | PC | CENTER ON THE DEVELOPING CHILD SUPPORT | $1,008,550 | |
| UNIVERSITY OF CHICAGO | |||||||
| 1126 EAST 59TH STREET | CHICAGO | IL | 60637 | PC | HECKMAN PROJECT SUPPORT | $250,000 | |
| UNIVERSITY OF KANSAS CENTER FOR RESEARCH INC | |||||||
| 2385 IRVING HILL RD | LAWRENCE | KS | 66045 | PC | ELN AG SUPPORT | $236,165 | |
| UNIVERSITY OF MIAMI OFFICE OF RESEARCH ADMINISTRATION | |||||||
| PO BOX 405803 | ATLANTA | GA | 303845803 | GOV | ELN AG SUPPORT | $382,942 | |
| UNIVERSITY OF NEBRASKA MED CTR MONROE MEYER INSTITUTE | |||||||
| 600 SOUTH 42D STREET | OMAHA | NE | 68198 | GOV | EDUCARE OMAHA, ECS AND OELC LOCAL EVALUATION SUPPORT | $626,510 | |
| UNIVERSITY OF NEBRASKA-KEARNEY | |||||||
| COE B103 | KEARNEY | NE | 68849 | GOV | PROJECT SUPPORT | $38,000 | |
| UNIVERSITY OF NEBRASKA-LINCOLN | |||||||
| 151 WHITTIER RESEARCH CENTER 2200 | LINCOLN | NE | 685831825 | GOV | MATH EARLY ON SUPPORT | $695,776 | VINE STREET PO BOX 830861 |
| VILLAGE SHALOM INC | |||||||
| 5500 WEST 123RD STREET | OVERLAND PARK | KS | 66209 | PC | GENERAL SUPPORT | $1,000 | |
| ZERO TO THREE NATIONAL CENTER FOR INFANTS TODDLERS AND FAMILIES | |||||||
| 1255 23RD STREET NW STE 350 | WASHINGTON | DC | 20037 | PC | SAFE BABIES COURT TEAMS SUPPORT | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,650,541 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BOARD OF REGENTS OF UNIVERSITY OF WISCONSIN SYSTEM - MILWAUKEE | |||||||
| PO BOX 500 | MILWAUKEE | WI | 53201 | GOV | EDUCARE MILWAUKEE LOCAL EVALUATION SUPPORT | $51,205 | |
| EARLY CHILDHOOD EDUCATION INSTITUTE UNIV OF OKLAHOMA - TULSA | |||||||
| 4502 E 41ST ST | TULSA | OK | 74135 | GOV | ELN AG SUPPORT | $128,888 | |
| EDUCARE WEST DUPAGE | |||||||
| 851 PEARL RD | WEST CHICAGO | IL | 60185 | PC | GENERAL SUPPORT AND ELN AG SUPPORT | $64,350 | |
| ERIKSON INSTITUTE | |||||||
| 451 NORTH LASALLE STREET | CHICAGO | IL | 606544510 | PC | DISTANCE LEARNING PROJECT AND GENERAL SUPPORT | $197,775 | |
| FRANK PORTER GRAHAM CHILD DEVELOPMENT INSTITUTE-UNC-CH | |||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | GOV | RCT, IS AND ELN AG SUPPORT | $634,887 | |
| HARVARD UNIVERSITY | |||||||
| MASSACHUSETTS HALL | CAMBRIDGE | MA | 02138 | GOV | OPERATING SUPPORT | $991,450 | |
| KENNEBEC VALLEY COMMUNITY ACTION PROGRAM | |||||||
| 97 WATER STREET | WATERVILLE | ME | 04901 | PC | ELN AG SUPPORT | $306,200 | |
| NEXT DOOR FOUNDATION | |||||||
| 2545 N29TH STREET | MILWAUKEE | WI | 53201 | PC | OPERATING SUPPORT | $225,000 | |
| OUNCE OF PREVENTION FUND | |||||||
| 33 W MONROE STREET | CHICAGO | IL | 60603 | PC | FIRST FIVE YEARS FUND AND EDUCARE LEARNING NETWORK SUPPORT | $2,257,990 | |
| SAVE THE CHILDREN | |||||||
| 54 WILTON ROAD | WESTPORT | CT | 06880 | PC | EARLY STEPS TO SCHOOL SUCCESS AND SCAN SUPPORT | $281,062 | |
| SOUTHWEST HUMAN DEVELOPMENT | |||||||
| 2850 N 24TH STREET | PHOENIX | AZ | 85008 | PC | ELN AG SUPPORT | $1,330,573 | |
| TIDES FOUNDATION | |||||||
| PO BOX 29903 | SAN FRANCISCO | CA | 94129 | PC | GRADE LEVEL READING FUND SUPPORT | $200,000 | |
| UNIVERSITY OF KANSAS CENTER FOR RESEARCH INC | |||||||
| 2385 IRVING HILL RD | LAWRENCE | KS | 66045 | PC | WORD GAP RESEARCH | $238,329 | |
| UNIVERSITY OF MIAMI | |||||||
| PO BOX 405803 | ATLANTA | GA | 303845803 | GOV | ELN AG SUPPORT | $617,058 | |
| UNIVERSITY OF NEBRASKA MED CTR MONROE MEYER INSTITUTE | |||||||
| 600 SOUTH 42D STREET | OMAHA | NE | 68198 | GOV | EDUCARE OMAHA, ECS AND OELC LOCAL EVALUATION SUPPORT | $217,402 | |
| UNIVERSITY OF NEBRASKA MEDICAL CENTER | |||||||
| 600 SOUTH 42D STREET | OMAHA | NE | 68198 | GOV | OPERATING SUPPORT | $284,339 | |
| UNIVERSITY OF NEBRASKA-LINCOLN | |||||||
| 151 WHITTIER RESEARCH CENTER 2200 | LINCOLN | NE | 685831825 | GOV | MATH EARLY ON GRANT | $305,698 | VINE STREET PO BOX 830861 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $8,332,206 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,213 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,012,293 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROG REL INV: NOTES REC INT INC | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85,682 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,099,188 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,099,188 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| THE SHERWOOD FOUNDATION | ||||||
| 1 | 3555 FARNAM STREET | OMAHA | NE | 68131 | $20,022,416 | Yes (X) |
| THE SHERWOOD FOUNDATION | ||||||
| 2 | 3555 FARNAM STREET | OMAHA | NE | 68131 | $14,817,840 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 138,200 SHARES OF BERKSHIRE HATHAWAY CLASS B STOCK | $20,022,416 | 2015-03-18 |
| 2 | 116,000 SHARES OF BERKSHIRE HATHAWAY CLASS B STOCK | $14,817,840 | 2015-08-26 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $10,477 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,477 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROPERTY DISTRIBUTIONS VALUED AT FAIR MARKET VALUE | IdentifierTxt |
| Form And Line Reference | FORM 990, PART III, LINE 3 | FormAndLineReferenceDesc |
| Medium Explanation | DURING 2015, 23 PROPERTY DISTRIBUTION GRANTS WERE MADE TO FOURTEEN (14) SECTION 501(C)(3) CHARITABLE ORGANIZATIONS. ALL PROPERTY DISTRIBUTIONS WERE OF BRK B STOCK. THE FAIR MARKET VALUE AND BOOK VALUE OF THE DISTRIBUTED SHARES WAS $20,782,381 AND $19,935,883, RESPECTIVELY. THE DONATED STOCK'S APPRECIATION, $846,498, IS REPORTED ON FORM 990-PF, PART III, LINE 3. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BERKSHIRE HATHAWAY - CLASS B | StockNm |
| EOY Book Value | $23,530,980 | EOYBookValueAmt |
| EOYFMV | $23,530,980 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $25,533 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25,533 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| STONEHENGE NEBRASKA NMTC INVESTMENT FUND II, LLC | $4,025,000 | $4,025,000 | $4,025,000 |
| USBCDC INVESTMENT FUND 102, LLC | $4,106,205 | $4,106,205 | $4,106,205 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON CONTRIBUTED STOCK HELD AT YEAR END | Desc |
| Amt | $3,870,915 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $48,543 | $0 | $48,543 |
| TELEPHONE | $22,301 | $0 | $22,301 |
| INSURANCE | $3,986 | $0 | $3,986 |
| EQUIPMENT | $2,825 | $0 | $2,825 |
| POSTAGE | $440 | $0 | $440 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROG REL INV: NOTES REC INT INC | Desc |
| Revenue And Expenses Per Books | $85,682 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $85,682 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $85,682 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | APPRECIATION IN VALUE OF DONATED STOCK | Desc |
| Amt | $846,498 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ARCHITECTURAL | $42,723 | $0 | $42,723 |
| OTHER PROFESSIONAL | $120,098 | $0 | $120,098 |
| MARKETING, BRANDING | $2,665 | $0 | $2,665 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $66,663 | $0 | $66,663 |
| EXCISE TAXES | $210,632 | $0 | $0 |