ROBERT B DAUGHERTY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT B DAUGHERTY FOUNDATION (EIN 36-3766006)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-10
- IRS object ID
- 201523149349101257
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-10T13:32:37-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1120 S 101ST ST STE 410 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 681241088 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363766006 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT B DAUGHERTY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOHN WILSON | InCareOfNm |
| Business Name Control | ROBE | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE VALMONT PLAZA | AddressLine1Txt |
| City | Omaha | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN K WILSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4029334663 | PhoneNum |
| Signature | 2015-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON W BOMBECK | PreparerPersonNm |
| PTIN | P00393463 | PTIN |
| Phone | 4023921040 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $734,456,102 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $673 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $673 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,118,655 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,104,460 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $14,195 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $83,238,349 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $83,238,349 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,562 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,562 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $95,356,115 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $95,341,920 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $14,195 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $647,923 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $129,585 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $518,338 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $310,792 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $62,158 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $248,634 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $159,231 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $31,846 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $127,385 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $34,564 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $31,108 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,456 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $38,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,725 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $30,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,589,532 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,534,492 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $55,040 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $44,909 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $44,909 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,189,387 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $206,614 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $37,773 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $164,256 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $164,256 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $199,133 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $39,827 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $159,306 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,049,795 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $995,507 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $54,288 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,428,147 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,248,027 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,235,120 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,891,421 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,891,421 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,319,568 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,248,027 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,126,541 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $54,036,547 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $91,093,893 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,195 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $31,609,795 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,638,384 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,638,384 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $735,846,809 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $719,883,608 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $719,883,608 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,402,587 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $468,477 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,041,093 | LandBOYAmt |
| Land EOY | $934,110 | LandEOYAmt |
| Land EOYFMV | $934,110 | LandEOYFMVAmt |
| Other Assets BOY | $4,561,949 | OtherAssetsBOYAmt |
| Total Assets BOY | $773,059,646 | TotalAssetsBOYAmt |
| Total Assets EOY | $734,456,102 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $734,456,102 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $773,059,646 | UnrestrictedBOYAmt |
| Unrestricted EOY | $734,456,102 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $0 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $0 | TemporarilyRestrictedEOYAmt |
| Permanently Restricted BOY | $0 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $0 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $773,059,646 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $734,456,102 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $773,059,646 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $734,456,102 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $773,059,646 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $54,036,547 | ExcessRevenueOverExpensesAmt |
| Other Increases | $554,777 | OtherIncreasesAmt |
| Subtotal | $827,650,970 | SubtotalAmt |
| Other Decreases | $93,194,868 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $734,456,102 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt |
|---|---|---|
| OTHER - DETAIL AVAILABLE UPON REQUEST | P | $33,148,105 |
| 350,000 SHS VALMONT INDUSTRIES, INC. | D | $50,090,244 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $83,238,349 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $31,170,484 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $743,529,246 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041922 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $25,338,173 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $676,131,741 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037475 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $12,877,562 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $539,247,522 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.023881 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,071,746 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $279,710,288 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.032433 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,472,796 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $218,746,219 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.020447 | DistributionYr5Rt |
| Total Distribution | 0.156158 | TotalDistributionRt |
| Average Distribution | 0.031232 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $763,059,100 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $23,831,862 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $910,939 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $24,742,801 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $36,126,541 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $910,939 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $910,939 | SubtotalAmt |
| Tax Based On Investment Income | $910,939 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $898,547 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $200,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,098,547 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $187,608 | OverpaymentAmt |
| Applied To ES Tax | $187,608 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN WILSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4029334663 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE VALMONT PLAZA SUITE 202 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | EI | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| J TIMOTHY DAUGHERTY | ||||||||
| ONE VALMONT PLAZA | Omaha | NE | 68154 | trustee | 1.0 | $35,000 | $0 | $0 |
| ROBERT DAUGHERTY III | ||||||||
| ONE VALMONT PLAZA | Omaha | NE | 68154 | TRUSTEE | 1.0 | $35,000 | $0 | $5,047 |
| F JOE DAUGHERTY | ||||||||
| ONE VALMONT PLAZA | Omaha | NE | 68154 | TRUSTEE | 1.0 | $35,000 | $0 | $0 |
| MOGENS BAY | ||||||||
| ONE VALMONT PLAZA | Omaha | NE | 68154 | TRUSTEE | 1.0 | $35,000 | $0 | $0 |
| KEN STINSON | ||||||||
| ONE VALMONT PLAZA | Omaha | NE | 68154 | TRUSTEE | 1.0 | $35,000 | $0 | $0 |
| JOHN K WILSON | ||||||||
| ONE VALMONT PLAZA | Omaha | NE | 68154 | EXECUTIVE DIRECTOR | 40.0 | $328,615 | $52,535 | $0 |
| KIMBERLY YUNGTUM | ||||||||
| ONE VALMONT PLAZA | Omaha | NE | 68154 | CHIEF GRANTS OFFICER | 40.0 | $144,308 | $36,038 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| REBECCA NADGWICK | ||||||||
| ONE VALMONT PLAZA | OMAHA | NE | 68154 | CONTROLLER/MANAGER | 40.0 | $101,723 | $30,697 | $0 |
| FRED SCHOTT | ||||||||
| ONE VALMONT PLAZA | OMAHA | NE | 68154 | PROGRAM ADVISOR | 20.0 | $82,384 | $6,591 | $0 |
| SARA SEMIN | ||||||||
| ONE VALMONT PLAZA | OMAHA | NE | 68154 | GRANTS RESEARCHER | 40.0 | $71,723 | $19,761 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PRODIGY ASSET MANAGEMENT LLC | |||||
| 14100 CRAWFORD STREET | BOYS TOWN | NE | 68010 | INVESTMENT SERVICES | $781,449 |
| BNY Mellon NA | |||||
| PO BOX 223230 | PITTSBURGH | PA | 152512230 | investment services | $224,779 |
| MONDRIAN INVESTMENT GROUP INC | |||||
| 1105 N MARKET STREET SUITE 1118 | WILMINGTON | DE | 19801 | investment services | $158,895 |
| IRIDIAN ASSET MANAGEMENT LLC | |||||
| 276 POST ROAD WEST | WESTPORT | CT | 068804704 | investment services | $200,333 |
| conestoga capital advisors | |||||
| 259 n radnor-chester road suite 12 | RADNOR | PA | 19087 | investment services | $131,121 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 5 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $744,232,852 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,918,328 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,528,109 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $774,679,289 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $774,679,289 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,620,189 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $763,059,100 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,152,955 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,152,955 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $910,939 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $910,939 | TotalTaxAmt |
| Distributable Before Adj | $37,242,016 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $37,242,016 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $37,242,016 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,126,541 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $36,126,541 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $910,939 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $35,215,602 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,242,016 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $34,009,890 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $36,126,541 | QualifyingDistributionsAmt |
| Applied To Year1 | $34,009,890 | AppliedToYear1Amt |
| Applied To Current Year | $2,116,651 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $35,125,365 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Kimberly Yungtum | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE VALMONT PLAZA SUITE 202 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4029334663 | RecipientPhoneNum |
| Form And Info And Materials | ATTACHMENT 19 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIMARILY FOR ORGANIZATIONS IN THE STATE OF NEBRASKA, PARTICULARLY IN THE GREATER OMAHA AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (86 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALLPLAY Foundation Inc | ||||||||
| 13414 Paul Street | Omaha | NE | 68154 | none | PC | Capital Fund/Renovation | $300,000 | |
| Ashland Area Foundation | ||||||||
| 1442 Silver St | Ashland | NE | 68003 | none | PC | Capital Fund/Renovation | $50,000 | |
| Bethany Lutheran Church | ||||||||
| 4200 N 204th St | Elkhorn | NE | 68022 | none | PC | Program/Project Support | $2,000 | |
| Big Brothers Big Sisters Of The Midlands | ||||||||
| 10831 Old Mill Rd Suite 400 | Omaha | NE | 68154 | none | PC | General Operating Support | $50,000 | |
| Blue Barn Theatre | ||||||||
| 614 South 11th Street | Omaha | NE | 68102 | none | PC | General Operating Support | $30,000 | |
| Boy Scouts Of America | ||||||||
| 12401 West Maple Road | Omaha | NE | 68164 | none | PC | Capital Fund/Renovation | $249,000 | |
| Boys & Girls Clubs Of Lincoln and Lancaster County | ||||||||
| PO Box 22344 | Lincoln | NE | 68542 | none | PC | General Operating Support | $30,000 | |
| Boys And Girls Clubs Of The Midlands | ||||||||
| 2610 Hamilton Street | Omaha | NE | 68131 | none | PC | Program/Project Support and General Operating Support | $970,000 | |
| Casa For Douglas County | ||||||||
| 2412 St Marys Avenue | Omaha | NE | 68105 | none | PC | Capital Fund/Renovation and General Operating Support | $90,000 | |
| Child Saving Institute Inc | ||||||||
| 4545 Dodge St | Omaha | NE | 68132 | none | PC | General Operating Support | $25,000 | |
| Children's Hospital & Medical Center Foundation | ||||||||
| 8401 West Dodge Road Suite 120 | Omaha | NE | 68114 | none | PC | Capital Fund/Renovation | $250,000 | |
| Children's Respite Care Center Inc | ||||||||
| 5321 S 138th Street | Omaha | NE | 68137 | none | PC | Capital Fund/Renovation | $250,000 | |
| City of Ada MN | ||||||||
| 15 East 4th Ave | Ada | MN | 56510 | none | GOV | Capital Fund/Renovation | $50,000 | |
| City of Omaha | ||||||||
| 1819 Farnam Street Suite 300 | Omaha | NE | 68183 | none | GOV | Program/Project Support | $505,000 | |
| City Of Omaha Police Foundation Inc | ||||||||
| PO Box 31134 | Omaha | NE | 68131 | none | PC | Program/Project Support | $398,000 | |
| City Of Omaha Public Library Foundation | ||||||||
| 215 S 15th St | Omaha | NE | 68102 | none | PC | General Operating Support | $50,000 | |
| Collective For Youth | ||||||||
| 105 N 31st Ave Suite 103 | Omaha | NE | 68131 | none | PC | General Operating Support | $50,000 | |
| Completely Kids | ||||||||
| 2566 St Marys Avenue | Omaha | NE | 68105 | none | PC | General Operating Support | $225,000 | |
| Creighton University | ||||||||
| 2500 California Plaza | Omaha | NE | 68178 | none | PC | Capital Fund/Renovation | $1,000,000 | |
| Custer Economic Development Corporation | ||||||||
| PO Box 2 | Broken Bow | NE | 68822 | none | PC | Program/Project Support | $10,000 | |
| Doane College | ||||||||
| 1014 Boswell Avenue | Crete | NE | 68333 | none | PC | Capital Fund/Renovation | $250,000 | |
| Donors Trust co Heritage Services | ||||||||
| 10050 Regency Circle Suite 101 | Omaha | NE | 68114 | none | PC | Capital Fund/Renovation | $3,200,000 | |
| Downtown Omaha Inc Foundation | ||||||||
| 1905 Harney St Ste 610 | Omaha | NE | 68108 | none | PC | Program/Project Support | $25,000 | |
| Film Streams Inc | ||||||||
| 1340 Mike Fahey Street | Omaha | NE | 68102 | none | PC | General Operating Support | $25,000 | |
| Fremont Public Schools | ||||||||
| 130 East 9th Street | Fremont | NE | 68025 | none | GOV | Capital Fund/Renovation | $296,000 | |
| Girls Incorporated of Omaha | ||||||||
| 2811 North 45th Street | Omaha | NE | 68104 | none | PC | Capital Fund/Renovation and Program/Project Support | $1,171,451 | |
| Good Neighbor Community Health Center | ||||||||
| 2282 East 32nd Ave | Columbus | NE | 68601 | none | PC | Capital Fund/Renovation | $400,000 | |
| Grand Island Education Foundation | ||||||||
| 123 S Webb Rd | Grand Island | NE | 68803 | none | PC | Capital Fund/Renovation | $250,000 | |
| Habitat For Humanity of Omaha Inc | ||||||||
| 1701 N 24th Street | Omaha | NE | 68110 | none | PC | Program/Project Support | $170,000 | |
| Harbor House | ||||||||
| 7415 Cedar Street | Omaha | NE | 68124 | none | PC | General Operating Support | $166,666 | |
| Hastings College Foundation | ||||||||
| 11422 Miracle Hills Drive Suite 55 | Omaha | NE | 68154 | none | SO II | Capital Fund/Renovation | $1,500,000 | |
| Heart Ministry Center Inc | ||||||||
| 2222 Binney St | Omaha | NE | 68110 | none | PC | Program/Project Support | $113,000 | |
| Heartland Hope Mission | ||||||||
| 5210 South 21st Street | Omaha | NE | 68107 | none | PC | General Operating Support | $30,000 | |
| Holthus Convention Center Foundation Inc | ||||||||
| 529 Lincoln Avenue | York | NE | 68467 | none | PC | Capital Fund/Renovation | $250,000 | |
| Jesuit Academy | ||||||||
| 2311 N 22nd Street | Omaha | NE | 68110 | none | PC | Capital Fund/Renovation | $350,000 | |
| Joslyn Art Museum Foundation | ||||||||
| 2200 Dodge Street | Omaha | NE | 68102 | none | PC | Capital Fund/Renovation | $865,000 | |
| Kaneko | ||||||||
| 1111 Jones Street | Omaha | NE | 68102 | none | PC | General Operating Support | $50,000 | |
| Kountze Memorial Evangelical Lutheran Church | ||||||||
| 2650 Farnam Street | Omaha | NE | 68131 | none | PC | Capital Fund/Renovation | $150,000 | |
| Lexington Community Foundation | ||||||||
| PO Box 422 | Lexington | NE | 68850 | none | PC | Capital Fund/Renovation | $185,000 | |
| Lutheran Family Services of Ne Inc | ||||||||
| 124 South 24th Street 230 | Omaha | NE | 68102 | none | PC | Capital Fund/Renovation | $20,000 | |
| Madonna School | ||||||||
| 6402 N 71st St | Omaha | NE | 68104 | none | PC | Capital Fund/Renovation | $60,000 | |
| MAPA Foundation | ||||||||
| 2222 Cuming St | Omaha | NE | 68102 | none | PC | Program/Project Support | $75,000 | |
| Missouri River Basin Lewis & Clark Interpretive | ||||||||
| TRAILS VISITOR CENTER FOUNDATION | Nebraska City | NE | 68410 | none | PC | General Operating Support | $50,000 | PO Box 785 |
| National Audubon Society Inc | ||||||||
| PO Box 117 | Denton | NE | 68339 | none | PC | Capital Fund/Renovation | $449,000 | |
| Nebraska Advanced Manufacturing Coalition | ||||||||
| 1299 Farnam St Ste 530 | Omaha | NE | 68102 | none | PC | Program/Project Support | $15,000 | |
| Nebraska Children And Families Foundation | ||||||||
| 215 Centennial Mall So Ste 200 | Lincoln | NE | 68508 | none | PC | Program/Project Support | $325,000 | |
| Nebraska Cultural Endowment | ||||||||
| 1004 Farnam Street Plaza Level | Omaha | NE | 68102 | none | PC | General Operating Support | $100,000 | |
| Nebraska Game And Parks Foundation | ||||||||
| P O Box 36 | Waverly | NE | 68462 | none | PC | Capital Fund/Renovation | $150,000 | |
| Nebraska Humane Society | ||||||||
| 8929 Fort Street | Omaha | NE | 68134 | none | PC | General Operating Support | $100,000 | |
| Nebraska Shakespeare Festival Inc | ||||||||
| 2500 California Plaza | Omaha | NE | 68178 | none | PC | Program/Project Support | $10,000 | |
| Nevis Public Schools | ||||||||
| 210 Pleasant Street | Nevis | MN | 56467 | none | GOV | Program/Project Support | $10,000 | |
| Northeast Community College Foundation | ||||||||
| 801 East Benjamin Avenue | Norfolk | NE | 68701 | none | PC | Capital Fund/Renovation | $200,000 | |
| Northstar Foundation | ||||||||
| 4242 N 49th Ave | Omaha | NE | 68104 | none | PC | Capital Fund/Renovation | $250,000 | |
| Omaha Botanical Center Inc co Heritage Services | ||||||||
| 10050 Regency Circle Suite 101 | Omaha | NE | 68114 | none | PC | Capital Fund/Renovation | $5,000,000 | |
| Omaha Botanical Center Inc | ||||||||
| 100 Bancroft Street | Omaha | NE | 68108 | none | PC | Program/Project Support | $25,000 | |
| Omaha by Design | ||||||||
| 6001 Dodge Street | Omaha | NE | 68182 | none | PC | General Operating Support | $25,000 | |
| Omaha Children's Museum Inc | ||||||||
| 500 South 20th Street | Omaha | NE | 68102 | none | PC | General Operating Support | $50,000 | |
| Omaha Community Foundation | ||||||||
| 302 South 36th Street Suite 100 | Omaha | NE | 68131 | none | PC | Program/Project Support | $10,000 | |
| Omaha Community Playhouse | ||||||||
| 6915 Cass Street | Omaha | NE | 68132 | none | PC | General Operating Support | $50,000 | |
| Omaha Conservatory Of Music | ||||||||
| 3504 S 108th St | Omaha | NE | 68144 | none | PC | Program/Project Support | $50,000 | |
| Omaha Parks Foundation | ||||||||
| 1819 Farnam Street Suite 701 | Omaha | NE | 68138 | none | PC | Capital Fund/Renovation | $55,000 | |
| Omaha Performing Arts Society | ||||||||
| 1200 Douglas Street | Omaha | NE | 68102 | none | PC | Capital Fund/Renovation | $1,115,000 | |
| Omaha Schools Foundation | ||||||||
| 3215 Cuming Street | Omaha | NE | 68131 | none | PC | Capital Fund/Renovation | $45,000 | |
| Omaha Symphony Association | ||||||||
| 1905 Harney Street Suite 400 | Omaha | NE | 68102 | none | PC | Program/Project Support | $80,000 | |
| Omaha Zoo Foundation | ||||||||
| 3701 South 10th Street | Omaha | NE | 68107 | none | SO II | Capital Fund/Renovation | $2,000,000 | |
| Oneworld Community Health Centers Inc | ||||||||
| 4920 South 30th Street Suite 103 | Omaha | NE | 68107 | none | PC | General Operating Support | $125,000 | |
| OperaOmaha Inc | ||||||||
| 1850 Farnam Street | Omaha | NE | 68102 | none | PC | General Operating Support | $100,000 | |
| Project Harmony | ||||||||
| 11949 Q Street | Omaha | NE | 68137 | none | PC | General Operating Support and Program/Project Support | $391,000 | |
| Ronald McDonald House Charities In Omaha Inc | ||||||||
| 620 S 38th Ave | Omaha | NE | 68105 | none | PC | General Operating Support | $50,000 | |
| Scotts Bluff National Monument | ||||||||
| PO Box 27 | Gering | NE | 69341 | none | PC | Program/Project Support | $25,000 | |
| Stephen Center Inc | ||||||||
| 2723 Q Street | Omaha | NE | 68107 | none | PC | Capital Fund/Renovation | $100,000 | |
| Stuhr Museum Foundation | ||||||||
| 3133 W Hwy 34 | Grand Island | NE | 68801 | none | SO III FI | Capital Fund/Renovation | $200,000 | |
| TeamMates Mentoring Program | ||||||||
| 11850 Nicholas Street Suite 120 | Omaha | NE | 68154 | none | PC | General Operating Support | $100,000 | |
| The Danish Immigrant Museum | ||||||||
| 2212 Washington Street | Elkhorn | IA | 51531 | none | PC | Capital Fund/Renovation | $200,000 | |
| The Groundwater Foundation | ||||||||
| 3201 Pioneers Blvd Suite 105 | Lincoln | NE | 68502 | none | PC | General Operating Support | $50,000 | |
| The Nebraska Medical Center | ||||||||
| 987400 Nebraska Medical Center | Omaha | NE | 68198 | none | PC | Program/Project Support | $25,000 | |
| Together Inc Of Metropolitan Omaha | ||||||||
| 812 S 24th Street | Omaha | NE | 68108 | none | PC | General Operating Support | $50,000 | |
| United Way Of The Midlands | ||||||||
| 1805 Harney Street | Omaha | NE | 68102 | none | PC | General Operating Support and Program/Project Support | $565,304 | |
| University Of Nebraska Foundation | ||||||||
| 1010 Lincoln Mall Suite 300 | Lincoln | NE | 68501 | none | PC | Capital Fund/Renovation and Program/Project Support | $8,300,000 | |
| Volunteers Assisting Seniors | ||||||||
| 1941 S 42nd St Ste 312 | Omaha | NE | 68105 | none | PC | General Operating Support | $10,000 | |
| Why Arts Inc | ||||||||
| 1030 S 111th Plaza | Omaha | NE | 68154 | none | PC | General Operating Support | $20,000 | |
| Willa Cather Foundation | ||||||||
| 413 N Webster St | Red Cloud | NE | 68970 | none | PC | Capital Fund/Renovation | $40,000 | |
| Womens Center for Advancement | ||||||||
| 222 South 29th Street | Omaha | NE | 68131 | none | PC | General Operating Support | $50,000 | |
| Youth Care & Beyond Inc | ||||||||
| 2819 S 125th Ave Suite 276 | Omaha | NE | 68144 | none | PC | General Operating Support | $15,000 | |
| Youth Emergency Services Inc | ||||||||
| 2679 Farnam St Suite 205 | Omaha | NE | 68131 | none | PC | General Operating Support | $25,000 | |
| Youth Frontiers Inc | ||||||||
| 6009 Excelsior Blvd | Minneapolis | MN | 55416 | none | PC | Program/Project Support | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,891,421 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Big Brothers Big Sisters Of The Midlands | |||||||
| 10831 Old Mill Rd Suite 400 | Omaha | NE | 68154 | none | PC | General Operating Support | $100,000 |
| Blue Barn Theatre | |||||||
| 614 South 11th Street | Omaha | NE | 68102 | none | PC | General Operating Support | $60,000 |
| Boys & Girls Clubs Of Lincoln and Lancaster County | |||||||
| PO Box 22344 | Lincoln | NE | 68542 | none | PC | General Operating Support | $60,000 |
| Casa For Douglas County | |||||||
| 2412 St Marys Avenue | Omaha | NE | 68105 | none | PC | General Operating Support | $50,000 |
| Children's Respite Care Center Inc | |||||||
| 5321 S 138th Street | Omaha | NE | 68137 | none | PC | Capital Fund/Renovation | $50,000 |
| Childrens Scholarship Fund Of Omaha | |||||||
| 1111 N 13th Street Suite 101 | Omaha | NE | 68102 | none | PC | Program/Project Support | $750,000 |
| College Possible | |||||||
| 900 S 74th Plaza Suite 403 | Omaha | NE | 68114 | none | PC | General Operating Support | $750,000 |
| Custer Economic Development Corporation | |||||||
| PO Box 2 | Broken Bow | NE | 68822 | none | PC | Program/Project Support | $20,000 |
| Hennepin Health Foundation | |||||||
| 701 Park Ave LSB-3 | Minneapolis | MN | 55415 | none | SO I | Program/Project Support | $300,000 |
| Joslyn Castle Trust Inc | |||||||
| 3902 Davenport Street | Omaha | NE | 68131 | none | PC | General Operating Support | $50,000 |
| Justice For Our Neighbors Nebraska | |||||||
| 2414 E Street | Omaha | NE | 68107 | none | PC | General Operating Support | $150,000 |
| Lemoyne Senior Citizens Center | |||||||
| 720 Hwy 92 W | Lemoyne | NE | 69146 | none | PC | Capital Fund/Renovation | $40,000 |
| Metropolitan Community College Foundation | |||||||
| PO Box 3777 | Omaha | NE | 68103 | none | PC | Capital Fund/Renovation | $10,000,000 |
| Nebraska Children And Families Foundation | |||||||
| 215 Centennial Mall South Suite 20 | Lincoln | NE | 68508 | none | PC | Program/Project Support | $350,000 |
| Net Foundation For Television | |||||||
| 1800 N 33rd Street | Lincoln | NE | 68503 | none | PC | Program/Project Support | $50,000 |
| Northeast Community College Foundation | |||||||
| 801 East Benjamin Avenue | Norfolk | NE | 68702 | none | PC | Capital Fund/Renovation | $450,000 |
| Omaha by Design | |||||||
| 6001 Dodge Street | Omaha | NE | 68182 | none | PC | General Operating Support | $50,000 |
| Omaha Children's Museum Inc | |||||||
| 500 South 20th Street | Omaha | NE | 68102 | none | PC | General Operating Support | $100,000 |
| Omaha Conservatory Of Music | |||||||
| 3504 S 108th St | Omaha | NE | 68144 | none | PC | Program/Project Support | $100,000 |
| Omaha Schools Foundation | |||||||
| 3215 Cuming Street | Omaha | NE | 68131 | none | PC | Capital Fund/Renovation | $200,000 |
| Omaha Sports Commission | |||||||
| 1004 Farnam Street Suite 102 | Omaha | NE | 68102 | none | PC | Program/Project Support | $500,000 |
| Omaha Symphony Association | |||||||
| 1905 Harney Street Suite 400 | Omaha | NE | 68102 | none | PC | General Operating Support | $2,500,000 |
| Omaha Zoo Foundation | |||||||
| 3701 South 10th Street | Omaha | NE | 68107 | none | SO II | Capital Fund/Renovation | $8,000,000 |
| Platte River Basin Environments Inc | |||||||
| P O Box 2308 | Scottsbluff | NE | 69363 | none | PC | Capital Fund/Renovation | $500,000 |
| Project Harmony | |||||||
| 11949 Q Street | Omaha | NE | 68137 | none | PC | Program/Project Support | $925,000 |
| Quality Living Inc | |||||||
| 6404 North 70th Plaza | Omaha | NE | 68104 | none | PC | Capital Fund/Renovation | $1,850,000 |
| The Durham Museum | |||||||
| 801 South 10th Street | Omaha | NE | 68108 | none | PC | Capital Fund/Renovation | $615,000 |
| The Groundwater Foundation | |||||||
| 3201 Pioneers Blvd Suite 105 | Lincoln | NE | 68502 | none | PC | General Operating Support | $100,000 |
| The Salvation Army | |||||||
| 10755 Burt Street | Omaha | NE | 68114 | none | PC | Capital Fund/Renovation | $2,000,000 |
| Together Inc Of Metropolitan Omaha | |||||||
| 812 S 24th Street | Omaha | NE | 68108 | none | PC | General Operating Support | $100,000 |
| Wayne State Foundation | |||||||
| 1111 Main Street | Wayne | NE | 68787 | none | PC | Capital Fund/Renovation | $500,000 |
| Young Mens Christian Association (dba Fremont Fami | |||||||
| 810 N Lincoln Ave | Fremont | NE | 68025 | none | PC | Capital Fund/Renovation | $2,500,000 |
| Youth Care & Beyond Inc | |||||||
| 2819 S 125th Ave Suite 276 | Omaha | NE | 68144 | none | PC | Capital Fund/Renovation | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $33,870,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $673 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,118,655 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $83,236,787 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $95,356,115 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $95,356,115 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $38,625 | Amt |
| Net Investment Income | $7,725 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30,900 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| US EQUITY FUNDS | FMV | $241,504,099 | $241,504,099 |
| INTERNATIONAL FUNDS | FMV | $111,814,335 | $111,814,335 |
| FIXED INCOME FUNDS | FMV | $112,733,910 | $112,733,910 |
| EMERGING MARKET FUNDS | FMV | $34,374,331 | $34,374,331 |
| REAL ASSET FUNDS | FMV | $61,954,743 | $61,954,743 |
| HEDGE FUNDS | FMV | $152,026,197 | $152,026,197 |
| PRIVATE EQUITY FUNDS | FMV | $5,475,993 | $5,475,993 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $34,564 | LegalFeesAmt |
| Net Investment Income | $31,108 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,456 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLE | Desc |
| BOY Book Value | $4,561,949 | BOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TAX > BOOK GAIN ON SALE - DONATED STOCK | $33,257,959 |
| UNREALIZED GAIN/LOSS | $59,936,909 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVERTISING | $1,050 | $210 | $840 |
| INSURANCE | $31,840 | $6,368 | $25,472 |
| SUPPLIES | $10,661 | $2,132 | $8,529 |
| MISCELLANEOUS EXPENSE | $24,308 | $4,861 | $19,447 |
| OTHER INVESTMENT EXPENSES | $981,936 | $981,936 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOSS ON ASSET DISPOSAL | Desc |
| Revenue And Expenses Per Books | -$1,562 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$1,562 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX < BOOK PASS-THROUGH INCOME/LOSS | Desc |
| Amt | $554,777 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKKEEPING FEES | $2,574 | $515 | $2,059 |
| INVESTMENT SERVICE FEES | $2,520,732 | $2,520,732 | |
| INFORMATION TECHNOLOGY FEES | $58,986 | $11,797 | $47,189 |
| ADVISOR FEES | $7,240 | $1,448 | $5,792 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $46,966 | $9,393 | $37,573 |
| FOREIGN TAXES | $197,171 | $197,171 | |
| EXCISE TAXES | $945,000 | ||
| SALES & USE TAX | $250 | $50 | $200 |