THE HAWKS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE HAWKS FOUNDATION (EIN 47-6194021)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-03
- IRS object ID
- 202533079349101328
- Schema version
- 2024v5.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-03T11:26:22-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 UNION STREET SUITE 2800 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 476194021 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HAWKS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAWK | BusinessNameControlTxt |
| Phone | 4026919500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14302 FNB PARKWAY | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RHONDA A HAWKS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4026919500 | PhoneNum |
| Signature | 2025-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHRYN J OKIMOTO | PreparerPersonNm |
| PTIN | P00746598 | PTIN |
| Phone | 2069134000 | PhoneNum |
| Preparation | 2025-10-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $625,746,299 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $78,010,618 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,886,389 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,886,389 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,181,458 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,181,458 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,634,155 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,939,394 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,634,155 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $741,900 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,754 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $108,454,520 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,708,756 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $250,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $250,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $209,347 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $209,347 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $85,032 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $85,032 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,959 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $21,959 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $813,516 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $511,459 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $295,833 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,513,686 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20,316 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,632 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,224 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,632 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,917,172 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $537,999 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $885,803 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,624,070 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,624,070 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $35,541,242 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $537,999 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,509,873 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $72,913,278 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,170,757 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $102,370,046 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $149,297,020 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $149,297,020 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $651,899 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $159,616,503 | CorporateStockBOYAmt |
| Corporate Stock EOY | $167,133,970 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $379,965,623 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $69,437,625 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $92,354,590 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $92,214,681 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,907,054 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,268,975 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,268,975 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $335,983,127 | TotalAssetsBOYAmt |
| Total Assets EOY | $413,054,555 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $625,746,299 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4,766 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $14,249 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,766 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,249 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $335,978,361 | RetainedEarningBOYAmt |
| Retained Earning EOY | $413,040,306 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $335,978,361 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $413,040,306 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $335,983,127 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $413,054,555 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $335,978,361 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $72,913,278 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,148,667 | OtherIncreasesAmt |
| Subtotal | $413,040,306 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $413,040,306 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $12,735,646 | $10,121,960 | $2,613,686 | $2,613,686 | |
| PUBLICLY TRADED SECURITIES | $19,588,949 | $5,061,678 | $14,527,271 | $14,527,271 | |
| CAPITAL GAIN DISTRIBUTIONS | $216,621 | $216,621 | $216,621 | P | |
| PASS-THROUGH & ALTERNATIVE INVESTMENTS | $398,178 | $121,601 | $276,577 | $276,577 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,634,155 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $405,474 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $405,474 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $405,474 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $412,824 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $462,824 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $57,350 | OverpaymentAmt |
| Applied To ES Tax | $57,350 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JILL FEILMEIER | IndividualWithBooksNm |
| Phone | 4026919500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14302 FNB PARKWAY | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | 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 | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| HOWARD L HAWKS | ||||||||
| 14302 FNB PARKWAY | OMAHA | NE | 68154 | TRUSTEE (THRU 12/6/24) | 4.00 | $0 | $0 | $0 |
| NEAL H HAWKS | ||||||||
| 14302 FNB PARKWAY | OMAHA | NE | 68154 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| TROY T HAWKS | ||||||||
| 14302 FNB PARKWAY | OMAHA | NE | 68154 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| RHONDA A HAWKS | ||||||||
| 14302 FNB PARKWAY | OMAHA | NE | 68154 | VP, SECRETARY & TREASURER | 30.00 | $0 | $0 | $0 |
| LISA D THOMSEN | ||||||||
| 14302 FNB PARKWAY | OMAHA | NE | 68154 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| RACHEL J CLAY | ||||||||
| 14302 FNB PARKWAY | OMAHA | NE | 68154 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| JULIE M COBB | ||||||||
| 14302 FNB PARKWAY | OMAHA | NE | 68154 | ED/TRUSTEE | 36.00 | $250,000 | $37,514 | $0 |
| RONALD N QUINN | ||||||||
| 14302 FNB PARKWAY | OMAHA | NE | 68154 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HFME LLC | |||||
| 14302 FNB PARKWAY | OMAHA | NE | 68154 | ADMINISTRATIVE | $544,379 |
| BRIDGES TRUST | |||||
| 13333 CALIFORNIA ST STE 500 | OMAHA | NE | 68154 | INVEST MANAGEMENT | $279,630 |
| JOHNSON MACCHIETTO ENTERPRISES | |||||
| 14302 FNB PARKWAY | OMAHA | NE | 68154 | CONSULTING | $150,000 |
| DHR CONSULTING LLC | |||||
| 14302 FNB PARKWAY | OMAHA | NE | 68154 | CONSULTING | $145,833 |
| IRONVINE | |||||
| 9290 W DODGE RD STE 203 | OMAHA | NE | 68114 | INVEST MANAGEMENT | $141,324 |
| 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 | $469,957,586 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $80,660,655 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,268,975 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $554,887,216 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $554,887,216 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,323,308 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $546,563,908 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,328,195 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,328,195 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $405,474 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $138,569 | IncomeTaxAmt |
| Total Tax | $544,043 | TotalTaxAmt |
| Distributable Before Adj | $26,784,152 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $26,784,152 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $26,784,152 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,509,873 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $33,509,873 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,784,152 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $14,076,163 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $8,409,345 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,603,933 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $31,089,441 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,509,873 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $26,784,152 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,725,721 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $37,815,162 | 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 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $37,815,162 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,076,163 | ExcessFromYear4Amt |
| Excess From Year2 | $8,409,345 | ExcessFromYear2Amt |
| Excess From Year1 | $8,603,933 | ExcessFromYear1Amt |
| Excess From Current Year | $6,725,721 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HOWARD L HAWKS | ContributingManagerNm |
| Contributing Manager | RHONDA A HAWKS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RHONDA A HAWKS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14302 FNB PARKWAY | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4026919500 | RecipientPhoneNum |
| Form And Info And Materials | A SCHOLARSHIP APPLICANT SHOULD SUBMIT A COMPLETED SCHOLARSHIP FORM, WITH REQUIRED ATTACHMENTS INCLUDING FINANCIAL INFORMATION, GRADE TRANSCRIPT AND RESULTS OF ACT TEST. A MEDICAL PROGRAM APPLICANT SHOULD SUBMIT A COMPLETED MEDICAL PROGRAM FORM, WITH REQUIRED ATTACHMENTS INCLUDING FINANCIAL INFORMATION. APPLICATION FORMS ARE AVAILABLE AT THE FOUNDATION'S OFFICE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | A SCHOLARSHIP APPLICANT MUST BE ENROLLED AS A FULL-TIME STUDENT, MUST DEMONSTRATE "FINANCIAL NEED AND MUST MAINTAIN AT LEAST A 2.8 GRADE POINT AVERAGE ON A 4.0 SCALE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (141 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 100 BLACK MEN OF OMAHA INC | ||||||
| 2221 N 24TH STREET | OMAHA | NE | 68110 | PC | SUPPORT EDUCATION AND MENTORING PROGRAMS | $30,000 |
| A TIME TO HEAL | ||||||
| 8707 WEST CENTER ROAD STE 101 | OMAHA | NE | 68124 | PC | SUPPORT FOR CANCER SURVIVORS | $20,000 |
| ALL CARE HEALTH CARE | ||||||
| 902 SOUTH 6TH STREET | COUNCIL BLUFFS | IA | 50588 | PC | SUPPORT HEALTH CARE | $40,000 |
| AUTISM ACTION PARTNERSHIP | ||||||
| 10909 MILL VALLEY ROAD SUITE 205 | OMAHA | NE | 68154 | PC | SUPPORT AUTISM PROGRAMS | $10,000 |
| BANISTER'S LEADERSHIP ACADEMY | ||||||
| PO BOX 4002 | OMAHA | NE | 68104 | PC | SUPPORT MENTORSHIP PROGRAM | $20,000 |
| BOYS & GIRLS CLUBS OF THE MIDLANDS | ||||||
| 7902 N 36TH STREET | OMAHA | NE | 68112 | PC | SUPPORT YOUTH PROGRAMS | $100,000 |
| BRAIN INJURY ALLIANCE | ||||||
| PO BOX 22147 | LINCOLN | NE | 68542 | PC | SUPPORT BRAIN INJURY EDUCATION | $10,000 |
| BUENA VISTA UNIVERSITY | ||||||
| 610 W FOURTH STREET | STORM LAKE | IA | 50588 | PC | SUPPORT SCHOLARSHIP PROGRAM | $15,000 |
| CAMPUS CRUSADE FOR CHRIST (CRU) | ||||||
| PO BOX 628222 | ORLANDO | FL | 328628222 | PC | SUPPORT CHRISTIAN MINISTRY | $9,400 |
| CASA FOR DOUGLAS COUNTY | ||||||
| 2412 ST MARYS AVENUE | OMAHA | NE | 68105 | PC | SUPPORT CHILD ADVOCACY PROGRAM | $50,000 |
| CHARIOTS4HOPE | ||||||
| 4778 S 162ND AVE | OMAHA | NE | 68135 | PC | SUPPORT VEHICLES FOR LOW INCOME INDIVIDUALS | $30,000 |
| CHILD SAVINGS INSTITUTE | ||||||
| 4545 DODGE STREET | OMAHA | NE | 68132 | PC | SUPPORT CHILD & FAMILY SERVICES | $2,016,000 |
| CHILDREN'S SQUARE USA | ||||||
| 520 N 7TH STREET | COUNCIL BLUFFS | IA | 51503 | PC | SUPPORT YOUTH MENTAL HEALTH | $25,000 |
| COLLECTIVE FOR HOPE | ||||||
| 8000 CHICAGO STREET | OMAHA | NE | 68114 | PC | SUPPORT GRIEF PROGRAM FOR CHILDREN AND ADULTS | $30,000 |
| COLLEGE OF ST MARY | ||||||
| 7000 MERCY ROAD | OMAHA | NE | 68106 | PC | SUPPORT SCHOLARSHIP PROGRAM | $120,000 |
| COMMUNITY ALLIANCE FOUNDATION | ||||||
| 4001 LEAVENWORTH STREET | OMAHA | NE | 68105 | PC | SUPPORT MENTAL HEALTH PROGRAMS | $2,515,000 |
| COMPASSION INTERNATIONAL | ||||||
| 3333 QUEBEC STREET | DENVER | CO | 80207 | PC | SUPPORT CHILDREN IN POVERTY | $3,032 |
| COMPLETELY KIDS | ||||||
| 2566 ST MARYS AVENUE | OMAHA | NE | 68105 | PC | SUPPORT OUT OF SCHOOLTIME PROGRAM | $75,000 |
| CORNBELT DIABETES CONNECTION INC | ||||||
| 15606 PINE STREET | OMAHA | NE | 68130 | PC | SUPPORT HEALTH PROGRAM | $7,500 |
| COUNCIL BLUFFS PUBLIC LIBRARY | ||||||
| 400 WILLOW AVENUE | COUNCIL BLUFFS | IA | 51503 | PC | SUPPORT CHILDREN'S BOOK COLLECTION | $1,000 |
| CREIGHTON UNIVERSITY | ||||||
| 2500 CALIFORNIA PLAZA | OMAHA | NE | 68178 | PC | SUPPORT EDUCATION AND ATHLETICS PROGRAMS | $5,000 |
| DIBS FOR KIDS | ||||||
| 1111 N 13TH SUITE 426 | OMAHA | NE | 68102 | PC | SUPPORT CHILDREN'S LITERACY PROGRAM | $30,000 |
| DREAMWEAVER FOUNDATION | ||||||
| 14600 BRANCH STREET SUITE 113 | OMAHA | NE | 68154 | PC | SUPPORT FOR ELDER PROGRAM | $15,000 |
| DURHAM MUSEUM | ||||||
| 801 S 10TH ST | OMAHA | NE | 68108 | PC | SUPPORT MUSEUM PROGRAMS | $200,000 |
| EDUCATION RIGHTS COUNSEL | ||||||
| 6001 DODGE STREET CEC 228F | OMAHA | NE | 68182 | PC | SUPPORT EDUCATIONAL EQUITY FOR STUDENTS | $20,000 |
| FAMILY HOUSING ADVISORY SERVICES | ||||||
| 2401 LAKE STREET | OMAHA | NE | 68111 | PC | SUPPORT FINANCIAL LITERACY PROGRAM | $100,000 |
| FRIENDSHIP HOME OF LINCOLN | ||||||
| PO BOX 85358 | LINCOLN | NE | 685015358 | PC | SUPPORT WOMEN'S SHELTER | $60,000 |
| GIRLS INCORPORATED OF OMAHA | ||||||
| 2811N 45TH STREET | OMAHA | NE | 68104 | PC | SUPPORT OUT OF SCHOOL PROGRAM FOR GIRLS | $70,000 |
| GOOD NEWS JAIL & PRISON MINISTRY | ||||||
| 710 SOUTH 17TH STREET | OMAHA | NE | 68102 | PC | SUPPORT JAIL MINISTRY PROGRAM | $50,000 |
| HEARTLAND HOPE MISSION | ||||||
| 2021 U STREET | OMAHA | NE | 68107 | PC | SUPPORT FOOD PANTRY | $50,000 |
| HOFF FAMILY ARTS & CULTURE CENTER | ||||||
| 1001 S 6TH STREET | COUNCIL BLUFFS | IA | 51501 | PC | SUPPORT COMMUNITY ARTS PROGRAMS | $30,000 |
| HOLY NAME HOUSING CORPORATION | ||||||
| 4324 FORT STREET | OMAHA | NE | 68111 | PC | SUPPORT LOW INCOME HOUSING PROGRAM | $100,000 |
| IMMIGRANT LEGAL CENTER | ||||||
| 4223 CENTER STREET | OMAHA | NE | 68105 | PC | SUPPORT LEGAL AID FOR IMMIGRANTS AND REFUGEES | $124,985 |
| INTERCULTURAL SENIOR CENTER | ||||||
| 5545 CENTER STREET | OMAHA | NE | 68106 | PC | SUPPORT PROGRAMS FOR SENIORS | $80,000 |
| JOSIE HARPER HOSPICE HOUSE | ||||||
| 7415 CEDAR STREET | OMAHA | NE | 68124 | PC | SUPPORT PALLIATIVE CARE | $400,000 |
| JOSLYN ART MUSEUM | ||||||
| 2200 DODGE STREET | OMAHA | NE | 68102 | PC | SUPPORT MUSEUM | $100,000 |
| KVNO | ||||||
| 6001 DODGE STREET UNIT 226 | OMAHA | NE | 68182 | PC | SUPPORT CLASSICAL MUSIC | $15,000 |
| LINCOLN CHILDREN'S MUSEUM | ||||||
| 1420 P STREET | LINCOLN | NE | 68508 | PC | SUPPORT CHILDREN'S MUSEUM | $25,000 |
| LUTHERAN CHURCH OF THE MASTER | ||||||
| 2617 SOUTH 114TH STREET | OMAHA | NE | 68144 | PC | SUPPORT CHRISTIAN MINISTRY | $108,000 |
| METROPOLITAN AREA CONTINUUM OF CARE FOR THE HOMELESS | ||||||
| 6001 DODGE STREET | OMAHA | NE | 68182 | PC | SUPPORT HOMELESSNESS SERVICES | $40,000 |
| MERCY HOUSING MIDWEST | ||||||
| 7241 EDNA COURT | LA VISTA | NE | 68128 | PC | SUPPORT LOW INCOME HOUSING | $25,000 |
| MERRYMAKERS ASSOCIATION | ||||||
| 12020 SHAMROCK PLAZA 200 | OMAHA | NE | 68154 | PC | SUPPORT SENIOR PROGRAM | $7,500 |
| METROPOLITAN COMMUNITY COLLEGE | ||||||
| PO BOX 3777 | OMAHA | NE | 681030777 | PC | SUPPORT ACADEMIC PROGRAM | $76,000 |
| MASSACHUSETTS GENERAL PHYSICIANS ORGANIZATION | ||||||
| PO BOX 3662 | BOSTON | MA | 022413662 | PC | SUPPORT FOR MENTAL HEALTH EDUCATION | $195,758 |
| MIDLAND UNIVERSITY | ||||||
| 900 NORTH CLARKSON | FREMONT | NE | 68025 | PC | SUPPORT SCHOLARSHIP PROGRAM | $25,000 |
| NEBRASKA DIAPER BANK | ||||||
| 9100 F STREET STE 100 | OMAHA | NE | 68137 | PC | SUPPORT DIAPER PROGRAM | $25,000 |
| NEBRASKA LUTHERAN OUTDOOR MINISTRIES | ||||||
| 27416 RANCH ROAD | ASHLAND | NE | 68003 | PC | SUPPORT SUMMER CAMP FOR UNDERSERVED | $45,000 |
| NEBRASKA PUBLIC MEDIA (FKA NET NE) | ||||||
| 1800 N 33RD STREET | LINCOLN | NE | 68503 | PC | SUPPORT EDUCATIONAL MEDIA | $300,000 |
| OLLIE WEBB CENTER | ||||||
| 1941 S 42ND STREET SUITE 122 | OMAHA | NE | 68105 | PC | SUPPORT DEVELOPMENTALLY DISABLED ADULTS | $40,000 |
| OMAHA COMMUNITY PLAYHOUSE | ||||||
| 6915 CASS STREET | OMAHA | NE | 68132 | PC | SUPPORT PERFORMING ARTS | $1,070,000 |
| OMAHA CONSERVATORY OF MUSIC | ||||||
| 7023 CASS STREET | OMAHA | NE | 68132 | PC | SUPPORT ARTS EDUCATION FOR UNDERSERVED | $50,000 |
| OMAHA MUNICIPAL LAND BANK | ||||||
| 1905 HARNEY STREET SUITE 224 | OMAHA | NE | 68102 | PC | SUPPORT REDEVELOPMENT | $75,000 |
| OMAHA PUBLIC LIBRARY FOUNDATION | ||||||
| 8790 F STREET SUITE 108 | OMAHA | NE | 68127 | PC | SUPPORT LIBRARY COLLECTIONS | $6,050,000 |
| OMAHA STREET SCHOOL | ||||||
| 3223 NORTH 45TH STREET | OMAHA | NE | 68104 | PC | SUPPORT EDUCATION PROGRAM | $30,000 |
| OMAHA SYMPHONY | ||||||
| 1905 HARNEY STREET SUITE 400 | OMAHA | NE | 681022318 | PC | SUPPORT PERFORMING ARTS | $100,000 |
| OMAHA THEATER COMPANY | ||||||
| 2001 FARNAM STREET | OMAHA | NE | 68102 | PC | SUPPORT PERFORMING ARTS | $40,000 |
| ONE WORLD COMMUNITY HEALTH CENTER | ||||||
| 4920 SOUTH 30TH STREET 103 | OMAHA | NE | 68107 | PC | SUPPORT HEALTH CARE | $100,000 |
| PARTNERSHIP 4 KIDS | ||||||
| 1004 FARNAM ST SUITE 200 | OMAHA | NE | 68102 | PC | SUPPORT YOUTH EDUCATION AND MENTORING | $45,000 |
| PROJECT LINUS | ||||||
| PO BOX 2 | GRETNA | NE | 68028 | PC | SUPPORT TRAUMA SUPPORT PROGRAM | $2,500 |
| RELEASE MINISTRIES | ||||||
| 4815 SOUTH 107TH AVE | OMAHA | NE | 68135 | PC | SUPPORT YOUTH AND FAMILY MENTORING | $50,000 |
| RESTORING DIGNITY | ||||||
| 10818 J STREET | OMAHA | NE | 68137 | PC | SUPPORT REFUGEE TRAINING | $20,000 |
| RISE (FKA DEFY) | ||||||
| 3555 FARNAM STREET | OMAHA | NE | 68131 | PC | SUPPORT RE-ENTRY PROGRAM FOR INCARCERATED | $100,000 |
| RONALD MC DONALD HOUSE | ||||||
| 620S 38TH AVE | OMAHA | NE | 68105 | PC | SUPPORT FAMILIES WITH HOSPITALIZED CHILDREN | $30,000 |
| SAVING GRACE | ||||||
| 4611 SO 96TH STREET SUITE 154 | OMAHA | NE | 68127 | PC | SUPPORT FOOD RESCUE AND DISTRIBUTION | $40,000 |
| SEAL FAMILY FOUNDATION | ||||||
| 11808 WEST CENTER ROAD | OMAHA | NE | 68144 | PC | SUPPORT FAMILIES OF NAVY SEAL MEMBERS | $5,000 |
| SHARE OMAHA | ||||||
| PO BOX 3752 | OMAHA | NE | 681030752 | PC | SUPPORT NONPROFIT SERVICES | $50,000 |
| SPECIAL OLYMPICS | ||||||
| 9427 F STREET | OMAHA | NE | 68127 | PC | SUPPORT PROGRAMS FOR DISABLED | $25,000 |
| STEPHEN CENTER INC | ||||||
| 2723 Q STREET | OMAHA | NE | 68107 | PC | SUPPORT HOMELESS AND ADDICTION RECOVERY | $50,000 |
| STRATEGIC AIR COMMAND & AEROSPACE MUSEUM | ||||||
| 28210 WEST PARK HIGHWAY | ASHLAND | NE | 68003 | PC | SUPPORT SCIENCE EDUCATION | $50,000 |
| T1D FKA JDRF | ||||||
| 9202 W DODGE ROAD | OMAHA | NE | 68114 | PC | SUPPORT MEDICAL RESEARCH AND EDUCATION | $2,500 |
| TABITHA INC | ||||||
| 4720 RANDOLPH STREET | LINCOLN | NE | 68510 | PC | SUPPORT MEALS PROGRAM | $40,000 |
| TOGETHER INC | ||||||
| 812 S 24TH STREET | OMAHA | NE | 68108 | PC | SUPPORT HOMELESS PREVENTION PROGRAM | $80,000 |
| UNITED WAY OF THE MIDLANDS | ||||||
| 1805 HARNEY STREET | OMAHA | NE | 68102 | PC | SUPPORT LOCAL NONPROFIT ORGANIZATIONS | $38,500 |
| UNIVERSITY OF NEBRASKA OMAHA | ||||||
| 2285 SOUTH 67TH STREET SUITE 200 | OMAHA | NE | 68106 | PC | SUPPORT SCHOLARSHIP AND ATHLETICS PROGRAMS | $53,061 |
| UNIVERSITY OF NE FOUNDATION | ||||||
| 1010 LINCOLN MALL SUITE 300 | LINCOLN | NE | 68508 | PC | SUPPORT EDUCATION PROGRAMS AND SCHOLARSHIPS | $215,000 |
| VOLUNTEERS ASSISTING SENIORS | ||||||
| 1941 SOUTH 42ND STREET SUITE 502 | OMAHA | NE | 68105 | PC | SUPPORT SENIOR ASSISTANCE PROGRAM | $20,500 |
| ACCESS PERIOD | ||||||
| 1402 JONES STREET SUITE 405 | OMAHA | NE | 68116 | PC | SUPPORT WOMEN'S HEALTH | $10,000 |
| ASSISTANCE LEAGUE OF OMAHA | ||||||
| 8502 WEST CENTER ROAD | OMAHA | NE | 68124 | PC | SUPPORT RECOVERY PROGRAMS | $15,000 |
| BELLEVUE UNIVERSITY FOUNDATION | ||||||
| 1000 GALVIN ROAD SOUTH | BELLEVUE | NE | 68005 | PC | SUPPORT SCHOLARSHIPS | $75,000 |
| CAROLE'S HOUSE OF HOPE | ||||||
| 7815 HARNEY STREET | OMAHA | NE | 68114 | PC | SUPPORT HOUSING FOR WOMEN AND CHILDREN | $60,000 |
| CENTERPOINTE INC | ||||||
| 2202 S 11TH STREET | LINCOLN | NE | 68502 | PC | SUPPORT RECOVERY PROGRAMS | $50,000 |
| CENTRO LATINO OF IA | ||||||
| 300 W BROADWAY SUITE 40 | COUNCIL BLUFFS | IA | 51503 | PC | SUPPORT IMMIGRANT AND REFUGEE PROGRAMS | $10,000 |
| DOUGLAS COUNTY HEALTH CENTER FOUNDATION | ||||||
| 4102 WOOLWORTH AVE | OMAHA | NE | 68105 | PC | SUPPORT HEALTH PROGRAMS | $5,000 |
| DOWNTOWN RIVERFRONT TRUST | ||||||
| 10050 REGENCY CIRCLE SUITE 101 | OMAHA | NE | 68114 | PC | SUPPORT COMMUNITY PARK PROJECT | $2,000,000 |
| DUCKS UNLIMITED | ||||||
| DEPT 558 PO BOX 1000 | MEMPHIS | TN | 38148 | PC | SUPPORT WETLANDS PRESERVATION | $33,000 |
| FILM STREAMS | ||||||
| 1340 MIKE FAHEY STREET | OMAHA | NE | 68102 | PC | SUPPORT EDUCATION THROUGH FILM | $5,000 |
| FONTENELLE FOREST | ||||||
| 1111 BELLEVUE BLVD N | BELLEVUE | NE | 68005 | PC | SUPPORT NATURE EDUCATION | $30,000 |
| FOOD BANK FOR THE HEARTLAND | ||||||
| 10525 J STREET | OMAHA | NE | 68127 | PC | SUPPORT FOOD DISTRIBUTION | $50,000 |
| HABITAT FOR HUMANITY - CB | ||||||
| 1228 S MAIN STREET | COUNCIL BLUFFS | IA | 51503 | PC | SUPPORT MIDDLE INCOME HOUSING | $75,000 |
| HEARTLAND FAMILY SERVICE | ||||||
| 2101 SOUTH 42ND STREET | OMAHA | NE | 68105 | PC | SUPPORT MENTAL HEALTH CARE | $200,000 |
| HOT SHOPS ART FOUNDATION | ||||||
| 1301 NICHOLAS STREET | OMAHA | NE | 68103 | PC | SUPPORT ART PROGRAMS | $17,500 |
| INTERNATIONAL CO-RESPONDER ALLIANCE | ||||||
| 505 SOUTH 15TH STREET | OMAHA | NE | 68102 | PC | SUPPORT MENTAL HEALTH CARE | $5,000 |
| IOWA WESTERN COMMUNITY COLLEGE FOUNDATION | ||||||
| 2700 COLLEGE RD | COUNCIL BLUFFS | IA | 51503 | PC | SUPPORT SCHOLARSHIPS | $20,000 |
| JESUIT ACADEMY OF OMAHA | ||||||
| 2311 N 22ND STREET | OMAHA | NE | 68110 | PC | SUPPORT EDUCATION | $20,000 |
| KIDS CAN COMMUNITY CENTER | ||||||
| 4860 Q STREET | OMAHA | NE | 68117 | PC | SUPPORT CHILD CARE | $50,000 |
| KIEWIT LUMINARIUM | ||||||
| 345 RIVERFRONT DRIVE | OMAHA | NE | 68102 | PC | SUPPORT SCIENCE EDUCATION | $75,000 |
| KOUNTZE COMMONS SOCIAL WORKER | ||||||
| 8701 WEST DODGE ROAD SUITE 450 | OMAHA | NE | 68114 | PC | SUPPORT SOCIAL WORK NAVIGATION | $65,000 |
| MAKE A WISH | ||||||
| 1005 S 107TH AVE STE 102 | OMAHA | NE | 68114 | PC | SUPPORT CHILDREN | $10,000 |
| MICAH HOUSE | ||||||
| 1415 AVENUE J | COUNCIL BLUFFS | IA | 51501 | PC | SUPPORT SHELTER SERVICES | $65,000 |
| MOUNT SINAI HEALTH SYSTEM | ||||||
| 1 GUSTAVE L LEVY PL BOX 1049 | NEW YORK | NY | 10029 | PC | SUPPORT MEDICAL RESEARCH | $100,000 |
| MUSEUM OF NEBRASKA ART | ||||||
| 2401 CENTRAL AVENUE | KEARNEY | NE | 68847 | PC | SUPPORT ART MUSEUAM | $1,500,000 |
| NEBRASKA CHILDREN & FAMILIES FOUNDATION | ||||||
| 215 CENTENNIAL MALL SOUTH SUITE 200 | LINCOLN | NE | 68508 | PC | SUPPORT CHILD CARE PROGRAMS | $25,000 |
| NONPROFIT ASSOCIATION OF THE MIDLANDS | ||||||
| 1111 N 13TH STREET SUITE 213 | OMAHA | NE | 68102 | PC | SUPPORT NONPROFIT TRAINING | $25,000 |
| OASIS COUNSELING | ||||||
| 333 W NORFOLK AVE SUITE 201 | NORFOLK | NE | 68701 | PC | SUPPORT MENTAL HEALTH | $15,000 |
| OMAHA BRIDGES OUT OF POVERTY | ||||||
| 4343 N 52ND ST HERD BUILDING | OMAHA | NE | 68104 | PC | SUPPORT FINANCIAL LITERACY EDUCATION | $35,000 |
| PHOENIX ACADEMY | ||||||
| 1110 N 66TH STREET | OMAHA | NE | 68132 | PC | SUPPORT SPECIAL EDUCATION | $50,000 |
| RADIO TALKING BOOK SERVICES | ||||||
| 7101 NEWPORT AVE SUITE 205 | OMAHA | NE | 68152 | PC | SUPPORT SERVICES FOR VISION IMPAIRED | $8,000 |
| RESPECT2 | ||||||
| 820 SOUTH 75TH STREET | OMAHA | NE | 68114 | PC | SUPPORT SAFE RELATIONSHIPS | $15,000 |
| SANTA MONICA | ||||||
| 401 SOUTH 39TH STREET | OMAHA | NE | 68131 | PC | SUPPORT WOMEN IN RECOVERY | $150,000 |
| SHEEPGATE WOMEN CTR (FKA ADLT TEEN CHLG) | ||||||
| 25478 SOUTH 23RD ROAD | BEATRICE | NE | 683107626 | PC | SUPPORT WOMEN IN RECOVERY | $10,000 |
| SIENA FRANCIS HOUSE | ||||||
| 1702 NICHOLAS STREET | OMAHA | NE | 68102 | PC | SUPPORT SHELTER SERVICES | $100,000 |
| SUSAN LAFLESCHE PICOTTE CENTER | ||||||
| PO BOX 36 | WALTHILL | NE | 68067 | PC | SUPPORT MUSEUM PROJECT | $100,000 |
| VISITING NURSES ASSOC | ||||||
| 12565 WEST CENTER ROAD SUITE 100 | OMAHA | NE | 68144 | PC | SUPPORT HEATLH CARE FOR LOW-INCOME | $60,000 |
| WHYARTS | ||||||
| 6001 DODGE STREET CEC 126-E | OMAHA | NE | 68182 | PC | SUPPORT ARTS FOR DISADVANTAGED POPULATIONS | $10,000 |
| WORLD SPEAKS | ||||||
| 900 S 74TH PLAZA SUITE 106 | OMAHA | NE | 68114 | PC | SUPPORT TRANSLATION AND INTERPRETATION | $10,000 |
| YOUTH FRONTIERS | ||||||
| 2121 N 117TH AVE SUITE 220 | OMAHA | NE | 68164 | PC | SUPPORT CHARACTER EDUCATION | $15,000 |
| AMERICAN COLLEGE OF EDUCATION - FULTON | ||||||
| 101 WEST OHIO STREET SUITE 1200 | INDIANAPOLIS | IN | 46204 | I | SCHOLARSHIP PROGRAM | $2,500 |
| COLORADO MESA UNIVERSITY - LANG | ||||||
| 1100 NORTH AVE | GRAND JUNCTION | CO | 81501 | I | SCHOLARSHIP PROGRAM | $2,500 |
| COLORADO MESA UNIVERSITY - SHIFLETT | ||||||
| 1100 NORTH AVE | GRAND JUNCTION | CO | 81501 | I | SCHOLARSHIP PROGRAM | $2,500 |
| COLORADO MESA UNIVERSITY - SHIFLETT | ||||||
| 1100 NORTH AVE | GRAND JUNCTION | CO | 81501 | I | SCHOLARSHIP PROGRAM | $5,000 |
| UNIVERSITY OF NEBRASKA-LINCOLN - LAKE | ||||||
| 1400 R STREET | LINCOLN | NE | 68588 | I | SCHOLARSHIP PROGRAM | $2,500 |
| UNIVERSITY OF NEBRASKA-LINCOLN - MCDONNELL | ||||||
| 1400 R STREET | LINCOLN | NE | 68588 | I | SCHOLARSHIP PROGRAM | $2,500 |
| UNIVERSITY OF NEBRASKA-OMAHA - THOMSON | ||||||
| 6001 DODGE ST | OMAHA | NE | 68182 | I | SCHOLARSHIP PROGRAM | $2,500 |
| UNIVERSITY OF NEBRASKA-OMAHA - KARLOFF | ||||||
| 6001 DODGE ST | OMAHA | NE | 68182 | I | SCHOLARSHIP PROGRAM | $5,000 |
| UNIVERSITY OF NEBRASKA-OMAHA - OLABIGE | ||||||
| 6001 DODGE ST | OMAHA | NE | 68182 | I | SCHOLARSHIP PROGRAM | $5,000 |
| WAYNE STATE COLLEGE - THOMSON | ||||||
| 1111 MAIN ST | WAYNE | NE | 68787 | I | SCHOLARSHIP PROGRAM | $5,000 |
| WESTERN IOWA TECH - ANDERSON | ||||||
| 4647 STONE AVE | SIOUX CITY | IA | 51106 | I | SCHOLARSHIP PROGRAM | $5,000 |
| JUSTICE FOR OUR NEIGHBORS | ||||||
| 4223 CENTER STREET | OMAHA | NE | 68105 | PC | SUPPORT LEGAL AID FOR IMMIGRANTS AND REFUGEES | $950,015 |
| LEGAL AID | ||||||
| 209 S 19TH STREET SUITE 200 | OMAHA | NE | 681021709 | PC | SUPPORT CIVIL LEGAL SERVICES FOR THE POOR | $60,050 |
| NEW VISIONS HOMELESS SERVICES | ||||||
| 1435 N 15TH STREET | COUNCIL BLUFFS | IA | 51501 | PC | SUPPORT HOMELESS SERVICES | $58,866 |
| SMART GEN SOCIETY | ||||||
| 11919 P ST STE A | OMAHA | NE | 68137 | PC | SUPPORT YOUTH ORGANIZATION | $37,842 |
| HEART MINISTRY CENTER | ||||||
| 2222 BINNEY ST | OMAHA | NE | 68110 | PC | SUPPORT POVERTY RELIEF PROGRAM | $73,583 |
| RADIUS | ||||||
| 5040 GRAND AVE | OMAHA | NE | 68104 | PC | SUPPORT PROGRAM FOR YOUTH ON PROBATION | $49,372 |
| YOUTH EMERGENCY SERVICES OF OMAHA | ||||||
| 2679 FARNAM STREET SUITE 205 | OMAHA | NE | 68131 | PC | SUPPORT YOUTH HOMELESS PROGRAM | $48,458 |
| CHILD SAVINGS INSTITUTE | ||||||
| 4545 DODGE STREET | OMAHA | NE | 68132 | PC | SUPPORT CHILD & FAMILY | $2,002,980 |
| UNIVERSITY OF NE FOUNDATION | ||||||
| 1010 LINCOLN MALL SUITE 300 | LINCOLN | NE | 68508 | PC | SUPPORT EDUCATION PROGRAMS AND SCHOLARSHIPS | $290,857 |
| UNIVERSITY OF NE FOUNDATION | ||||||
| 1010 LINCOLN MALL SUITE 300 | LINCOLN | NE | 68508 | PC | SUPPORT EDUCATION PROGRAMS AND SCHOLARSHIPS | $3,483 |
| UNIVERSITY OF NE FOUNDATION | ||||||
| 1010 LINCOLN MALL SUITE 300 | LINCOLN | NE | 68508 | PC | SUPPORT EDUCATION PROGRAMS AND SCHOLARSHIPS | $702,599 |
| OMAHA CHILDREN'S MUSEUM | ||||||
| 500 SOUTH 20TH STREET | OMAHA | NE | 68102 | PC | SUPPORT CHILDREN'S EDUCATION PROGRAM | $38,769 |
| SCHWAB DONOR ADVISED FUND | ||||||
| 111 WALL STREET | NEW YORK | NY | 10005 | PC | GENERAL SUPPORT | $6,949,615 |
| BROOKE ARMY MEDICAL CENTER | ||||||
| 3551 ROGER BROOKE DRIVE | SAN ANTONIO | TX | 78234 | GOV | SEATS FOR SOLDIERS | $222,845 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,624,070 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,886,389 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,181,458 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,634,155 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| PASS-THROUGH INVESTMENT INCOME | 525990 | $735,146 | ||
| OTHER INVESTMENT INCOME | 18 | $6,754 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $735,146 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $29,708,756 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,443,902 | 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 (15 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| HOWARD AND RHONDA HAWKS | |||||||
| 1 | 14302 FNB PARKWAY | OMAHA | NE | 68154 | $77,787,773 | Yes (X) | |
| MARY ARDINGER | |||||||
| 2 | 11 WINDSOR RIDGE | FRISCO | TX | 75034 | $11,490 | Yes (X) | Yes (X) |
| HAL BROWNING | |||||||
| 3 | 9996 HOLLOW WAY ROAD | DALLAS | TX | 75220 | $7,660 | Yes (X) | Yes (X) |
| LINDA CARTER | |||||||
| 4 | 2300 WOLF STREET PH22 | DALLAS | TX | 75201 | $11,490 | Yes (X) | Yes (X) |
| MARK CUBAN | |||||||
| 5 | 5424 DELOACHE AVE | DALLAS | TX | 75220 | $8,075 | Yes (X) | Yes (X) |
| ERIC FOSS | |||||||
| 6 | 2555 N PEARL STREET RR1 | DALLAS | TX | 75201 | $6,750 | Yes (X) | Yes (X) |
| SHELDON STEIN | |||||||
| 7 | 14911 QUORAM DRIVE STE 150 | DALLAS | TX | 75254 | $5,500 | Yes (X) | Yes (X) |
| AT&T SERVICES INC | |||||||
| 8 | 208 S AKARD STREET FL 110001 | DALLAS | TX | 75202 | $6,700 | Yes (X) | Yes (X) |
| KENNY TROUTT | |||||||
| 9 | 5956 SHERRY LANE SUITE 1350 | DALLAS | TX | 75225 | $7,660 | Yes (X) | Yes (X) |
| Q-INVESTMENTS | |||||||
| 10 | 301 COMMERCE STREET SUITE 3200 | FORT WORTH | TX | 76102 | $13,400 | Yes (X) | Yes (X) |
| SONNY AND GRETCHEN WILLIAMS | |||||||
| 11 | 12221 CREEK FOREST DRIVE | DALLAS | TX | 75230 | $7,660 | Yes (X) | Yes (X) |
| EVAN WYLY | |||||||
| 12 | 6107 SAINT ANDREWS DR | DALLAS | TX | 75205 | $6,700 | Yes (X) | Yes (X) |
| DALLAS COWBOYS | |||||||
| 13 | 1 COWBOYS WAY | FRISCO | TX | 75034 | $13,400 | Yes (X) | Yes (X) |
| RICHARD GUSSONI | |||||||
| 14 | 8727 DOUGLAS AVE | DALLAS | TX | 75225 | $7,660 | Yes (X) | Yes (X) |
| KYRIE IRVING | |||||||
| 15 | 2312 PROVINE ROAD | MCKINNEY | TX | 75070 | $8,080 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (14 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | NBA TICKETS | $11,490 | 2024-01-01 |
| 3 | NBA TICKETS | $7,660 | 2024-01-01 |
| 4 | NBA TICKETS | $11,490 | 2024-01-01 |
| 5 | NBA TICKETS | $8,075 | 2024-01-01 |
| 6 | NBA TICKETS | $6,750 | 2024-01-01 |
| 7 | NBA TICKETS | $5,500 | 2024-01-01 |
| 8 | NBA TICKETS | $6,700 | 2024-01-01 |
| 9 | NBA TICKETS | $7,660 | 2024-01-01 |
| 10 | NBA TICKETS | $13,400 | 2024-01-01 |
| 11 | NBA TICKETS | $7,660 | 2024-01-01 |
| 12 | NBA TICKETS | $6,700 | 2024-01-01 |
| 13 | NBA TICKETS | $13,400 | 2024-01-01 |
| 14 | NBA TICKETS | $7,660 | 2024-01-01 |
| 15 | NBA TICKETS | $8,080 | 2024-01-01 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $21,959 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $21,959 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (52 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US TBILL 05/01/25 | $7,587,162 | $7,643,428 |
| US TBILL 01/09/25 | $11,151,426 | $11,269,679 |
| US TBILL 01/21/25 | $763,266 | $769,260 |
| US TBILL 01/23/25 | $10,564,608 | $10,650,468 |
| US TBILL 02/13/25 | $5,006,546 | $5,036,901 |
| US TBILL 04/22/25 | $28,602 | $28,628 |
| US TBILL 08/31/25 | $5,759,398 | $5,763,577 |
| NOTES AERCAP IRELAND 5.75% 6/06/28 | $1,298,185 | $1,304,709 |
| NOTES AGILENT TECH 2.3% 3/12/31 | $1,179,989 | $1,169,081 |
| NOTES AMAZON 2.875% 5/12/41 | $1,248,168 | $1,200,547 |
| NOTES AMERICAN EXPRESS 7/27/29 | $721,278 | $718,304 |
| NOTES AMERICAN EXPRESS VAR 10/30/31 | $492,128 | $491,106 |
| NOTES AMERICAN TOWER 5.25% 7/15/28 | $1,172,656 | $1,166,165 |
| NOTES AMPHENOL 5% 1/15/35 | $1,175,979 | $1,173,362 |
| NOTES BANK OF AMERICA | $1,309,135 | $1,300,706 |
| NOTES BERKSHIRE 3.85% 3/15/52 | $1,288,441 | $1,166,394 |
| NOTES BLACKROCK 4.75% 5/25/33 | $1,247,680 | $1,214,332 |
| NOTES BOOZ ALLEN 3.875% 9/1/28 | $949,415 | $946,058 |
| NOTES BROADCOM INC 3.419% 33 | $1,260,204 | $1,265,350 |
| NOTES CBRE 5.95% 8/15/34 | $1,161,237 | $1,165,552 |
| NOTES CHARLES SCHWAB 4% | $771,270 | $772,000 |
| NOTES CHARLES SCHWAB VAR | $1,238,469 | $1,250,550 |
| NOTES CITIGROUP VAR 4/23/29 | $1,306,272 | $1,319,979 |
| NOTES COMCAST | $1,187,400 | $1,180,256 |
| NOTES EQUINIX 3.2% 11/18/29 | $1,202,412 | $1,204,372 |
| NOTES GOLDMAN SACHS VAR 4/23/29 | $1,499,721 | $1,518,438 |
| NOTES HEICO 5.25% 8/01/28 | $1,178,909 | $1,171,423 |
| NOTES HUNTINGTON INGALL 4.2% 5/1/30 | $1,195,614 | $1,192,066 |
| NOTES INTERCONTINENTAL 2.1% | $1,256,774 | $1,261,993 |
| NOTES JPMORGAN VAR | $463,067 | $459,250 |
| NOTES JPMORGAN VAR 6/01/34 | $1,283,176 | $1,279,743 |
| NOTES KLA 4.65% 7/15/32 | $1,151,960 | $1,114,572 |
| NOTES LOWES 5.15% 7/01/33 | $1,158,552 | $1,134,721 |
| NOTES MARTIN MARIETTA 2.4% 7/15/31 | $1,179,815 | $1,195,205 |
| NOTES MASTERCARD 2% 11/18/31 | $500,637 | $498,392 |
| NOTES META 3.85% 8/15/32 | $1,251,412 | $1,233,894 |
| NOTES MORGAN STANLEY VAR 4/20/29 | $1,302,046 | $1,303,822 |
| NOTES NEW YORK LIFE 5% 1/09/34 | $1,001,661 | $984,728 |
| NOTES NVR 3% 5/15/30 | $1,205,860 | $1,226,239 |
| NOTES OREILLY 4.7% 2032 | $1,233,827 | $1,198,056 |
| NOTES PAYPAL 2.3% 6/01/30 | $1,126,109 | $1,139,250 |
| NOTES PFIZER 4.65% 5/19/30 | $1,197,195 | $1,185,732 |
| NOTES PROGRESSIVE 4.95% | $1,229,164 | $1,188,812 |
| NOTES PROLOGIS 4.75% 6/15/33 | $1,216,758 | $1,181,853 |
| NOTES ROPER 1.75% | $1,471,917 | $1,485,773 |
| NOTES SERVICENOW 1.4% 9/01/30 | $1,145,480 | $1,162,486 |
| NOTES THERMO FISHER 2% 10/15/31 | $1,159,006 | $1,154,003 |
| NOTES UNITED RENTALS 6% 12/15/29 | $1,215,087 | $1,209,000 |
| NOTES VONTIER CORP 2.95%31 DUE 04/01/31 | $1,065,918 | $1,049,861 |
| NOTES WASTE CONNECTION 4.2% 1/15/33 | $1,176,390 | $1,132,071 |
| NOTES WELLS FARGO | $1,230,752 | $1,233,800 |
| NOTES ZOETIS 5.6% 11/16/32 | $1,186,457 | $1,148,734 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (75 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON.COM INC CMN | $81,313 | $438,780 |
| APPLE GIFT | $116,090 | $1,402,352 |
| BERKSHIRE HATHAWAY CLASS B | $7,395,873 | $17,621,260 |
| BERKSHIRE HATHWY A | $58,675 | $680,920 |
| HEWLETT PACKARD CO | $1,756,854 | $1,631,500 |
| JOHNSON & JOHNSON | $22,641 | $72,310 |
| PORTLAND GENERAL ELECTRIC CO | $0 | $14,307 |
| ALPHABET C | $2,718,397 | $10,122,648 |
| AMAZON.COM INC CMN | $8,540,365 | $14,858,188 |
| AMERICAN TOWER CORPORATION CMN CLASS A | $55,013 | $150,763 |
| ANALOG DEVICES INC | $7,918,975 | $14,739,837 |
| AON PLC CMN | $4,993,350 | $7,212,651 |
| APPLE GIFT | $68,205 | $954,100 |
| BERKSHIRE HATHAWAY CLASS B | $2,504,624 | $7,756,074 |
| BOSTON OMAHA CORPORA CLASS A | $558,753 | $381,853 |
| COSTAR GROUP INC | $6,117,907 | $5,985,210 |
| COSTCO WHOLESALE CRP | $2,419,077 | $14,420,257 |
| DANAHER CORP | $2,787,408 | $4,803,793 |
| DOLLAR GENERAL CORP | $3,412,081 | $2,659,841 |
| DOLLAR TREE STORES INC | $4,118,699 | $3,128,820 |
| HEICO CORP | $618,122 | $2,753,267 |
| HEICO CORP CLASS A | $4,940,808 | $12,849,382 |
| LABORATORY CORP OF AMERICA-DONATED | $2,303,352 | $4,298,833 |
| LOWE'S COMPANIES INC | $1,538,639 | $4,553,954 |
| MASTERCARD INC | $1,139,955 | $4,605,381 |
| MICROSOFT CORP | $3,352,738 | $25,369,242 |
| MOODYS CORP | $2,520,866 | $7,560,192 |
| O'REILLY AUTOMOTIVE INC | $5,000,284 | $5,638,479 |
| S&P GLOBAL INC | $3,331,293 | $8,463,024 |
| THERMO FISHER SCIENTIFIC INC CMN | $4,196,849 | $6,680,273 |
| UNION PACIFIC CORP | $1,717,642 | $2,093,407 |
| UNITEDHEALTH GROUP INC | $5,517,678 | $5,498,698 |
| VISA INC. CMN CLASS A | $3,752,278 | $9,885,415 |
| ABBVIE INC. CMN | $87,831 | $138,606 |
| ACCENTURE LTD | $86,998 | $101,316 |
| ADOBE INC | $1,873,270 | $3,171,458 |
| ALCON AG | $1,136,234 | $1,604,421 |
| ALPHABET A | $8,992,877 | $30,375,078 |
| AMAZON.COM INC CMN | $5,174,713 | $12,606,149 |
| AMERICAN TOWER CORPORATION CMN CLASS A | $108,866 | $74,098 |
| AMGEN INC COM PV $0.0001 | $225,771 | $256,470 |
| APPLE GIFT | $6,278,015 | $30,147,563 |
| AUTOMATIC DATA PROCESSING | $1,061,817 | $2,632,521 |
| BERKSHIRE HATHAWAY CLASS B | $2,088,572 | $4,433,078 |
| BROADCOM INC | $218,608 | $1,061,827 |
| CINTAS CORP | $142,574 | $281,358 |
| COMCAST CORP | $653,217 | $655,649 |
| COMCAST CORPORATION | $589,898 | $499,412 |
| INTERCONTINENTAL EXCHANGE INC CMN | $109,807 | $142,752 |
| INTUIT INC | $131,269 | $167,181 |
| J.P. MORGAN CHASE & CO | $2,966,450 | $4,613,938 |
| JOHNSON & JOHNSON | $398,886 | $600,173 |
| KLA CORP | $324,368 | $626,969 |
| L3HARRIS TECHNOLOGIES IN | $142,740 | $134,369 |
| LINDE PLC F | $138,151 | $192,170 |
| LITHIA MOTORS INC | $8,070,320 | $11,183,270 |
| LOWE'S COMPANIES INC | $704,016 | $1,773,505 |
| MASTERCARD INC | $2,371,460 | $5,018,739 |
| MCDONALDS CORP | $87,697 | $107,259 |
| MICROSOFT | $231,458 | $230,561 |
| MICROSOFT CORP | $4,491,545 | $18,687,624 |
| OLD DOMINION FREIGHT LINE INC | $6,219,057 | $8,895,675 |
| PALO ALTO NETWORKS INC | $4,704,468 | $8,348,689 |
| PEPSICO INC | $592,538 | $1,151,702 |
| PROGRESSIVE CORP | $1,160,966 | $3,567,074 |
| S&P GLOBAL INC | $1,162,868 | $2,977,223 |
| STRYKER CORP | $87,678 | $122,057 |
| TARGET CORP | $87,715 | $50,152 |
| TEXAS INSTRUMENTS | $218,945 | $217,324 |
| THERMO FISHER SCIENTIFIC INC CMN | $1,196,677 | $2,640,167 |
| TJX COMPANIES | $87,800 | $156,328 |
| ULTA BEAUTY INC | $788,964 | $1,261,297 |
| UNITEDHEALTH GROUP INC | $2,110,202 | $4,006,411 |
| VISA INC. CMN CLASS A | $1,019,903 | $2,066,586 |
| CAUSEWAY INTERNATIONAL VALUE I MUTUAL FUND CLASS INST SHARES | $3,233,957 | $3,702,413 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VONTOBEL: NON-US EQUITY OFFSHORE | AT COST | $4,256,375 | $4,256,375 |
| BROAD STREET RECP II OFFSHORE FEEDER FUND | AT COST | $12,600 | $12,600 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | -$9 | $0 | $0 | -$9 |
| SUPPLIES | $18,200 | $0 | $0 | $18,200 |
| OTHER EXPENSE | $5,441 | $0 | $0 | $5,441 |
| PASS-THROUGH INVESTMENT EXPENSES | $0 | $6,224 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PASS-THROUGH INVESTMENT INCOME | $735,146 | $0 | |
| OTHER INVESTMENT INCOME | $6,754 | $0 | $6,754 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS | $33,859 |
| ADJUSTMENT TO COST BASIS STOCK GRANTS MADE TO OTHER ORGANIZATIONS | $4,114,808 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENTS - TENASKA WESTMORELAND | Desc |
| BOY Book Value | $4,766 | BOYBookValueAmt |
| EOY Book Value | $14,249 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONTRACT LABOR | $295,833 | $0 | $0 | $295,833 |
| MANAGEMENT FEE | $517,683 | $511,459 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $20,316 | $20,316 | $0 | $0 |
| EXCISE TAX PAYMENTS | $1,493,370 | $0 | $0 | $0 |