JIM AND SHIRLEY YOUNG FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JIM AND SHIRLEY YOUNG FAMILY FOUNDATION (EIN 45-4775983)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-11
- IRS object ID
- 201532239349100123
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-11T13:45:15-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 454775983 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Jim and Shirley Young Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | JIMA | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| Address Line2 | Suite 123 | AddressLine2Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | sarah wagstaff | PersonNm |
| Person Title | treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2015-08-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,073,880 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,999,644 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $300 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $300 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $221,410 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $221,410 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,132,412 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,191,552 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,581,061 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,353,766 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,802,771 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $91,530 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $91,530 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $39,700 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $49,329 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $49,329 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $180,559 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $91,530 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $49,329 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,598,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,598,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,779,059 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $91,530 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,647,829 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,574,707 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,711,241 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $363,971 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,386,753 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,386,753 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,078,716 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,737,793 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,956,804 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,962,462 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,855,310 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,730,323 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,405,149 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,979,856 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,073,880 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $9,405,149 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,979,856 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,405,149 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,979,856 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,405,149 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,979,856 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,405,149 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,574,707 | ExcessRevenueOverExpensesAmt |
| Subtotal | $16,979,856 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $16,979,856 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $13,191,552 | GrossSalesPriceAmt |
| Cost Or Other Basis | $8,610,491 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,581,061 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,581,061 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,581,061 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $247,037 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,494,839 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.026018 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,975 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,354,531 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.002113 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.028131 | TotalDistributionRt |
| Average Distribution | 0.014066 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,294,034 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $186,994 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $47,112 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $234,106 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,647,829 | 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 | $47,112 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $47,112 | SubtotalAmt |
| Tax Based On Investment Income | $47,112 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $105,841 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $105,841 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $58,729 | OverpaymentAmt |
| Applied To ES Tax | $47,200 | AppliedToESTaxAmt |
| Refund | $11,529 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| 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 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Sarah Wagstaff | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas | 1.0 | $0 |
| Matt Young | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Officer | 1.0 | $0 |
| Shirley A Young | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec / Treas | 1.0 | $0 |
| James Young Jr | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Officer | 1.0 | $0 |
| James R Young Sr | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir | 1.0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Morgan Stanley Smith Barney Llc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13625 California st ste 400 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgt | ServiceTypeTxt |
| Compensation | $91,530 | CompensationAmt |
| 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 | $9,300,877 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,020,688 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,176,375 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,497,940 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,497,940 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $202,469 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,294,034 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $664,702 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $664,702 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $47,112 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $47,112 | TotalTaxAmt |
| Distributable Before Adj | $617,590 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $617,590 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $617,590 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,647,829 | 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 | $1,647,829 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $47,112 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,600,717 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $617,590 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $184,648 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Qualifying Distributions | $1,647,829 | QualifyingDistributionsAmt |
| Applied To Year1 | $184,648 | AppliedToYear1Amt |
| Applied To Current Year | $617,590 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $845,591 | RemainingDistriFromCorpusAmt |
| Total Corpus | $845,591 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $845,591 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $845,591 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES R YOUNG SR | ContributingManagerNm |
| Contributing Manager | SHIRLEY A YOUNG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A TIME TO HEAL | |||||||
| 7637 GROVER ST | OMAHA | NE | 68124 | N/A | PC | General & Unrestricted | $7,500 |
| ABIDE NETWORK INC | |||||||
| 3335 FOWLER AVE | OMAHA | NE | 68111 | N/A | PC | General & Unrestricted | $15,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 9850 NICHOLAS ST STE 200 | OMAHA | NE | 68114 | N/A | PC | Nebraska Hope Lodge Fund | $1,300,000 |
| ANGELS AMONG US | |||||||
| 11918 POPPLETON PLZ STE 2 | OMAHA | NE | 68144 | N/A | PC | General & Unrestricted | $5,000 |
| ARCH FOUNDATION INC | |||||||
| 604 S 37TH ST | OMAHA | NE | 68105 | N/A | PC | General & Unrestricted | $10,000 |
| BOYS AND GIRLS CLUBS OF THE MIDLANDS INC | |||||||
| 2610 HAMILTON ST | OMAHA | NE | 68131 | N/A | PC | General & Unrestricted | $5,000 |
| CHILDRENS HOSPITAL & MEDICAL CENTER FOUNDATION | |||||||
| 8200 DODGE ST | OMAHA | NE | 68114 | N/A | PC | General & Unrestricted | $2,500 |
| COMPLETELY KIDS | |||||||
| 2566 ST MARYS AVE | OMAHA | NE | 68105 | N/A | PC | General & Unrestricted | $2,500 |
| EL MUSEO LATINO | |||||||
| 4701 S 25TH ST | OMAHA | NE | 68107 | N/A | PC | General & Unrestricted | $1,000 |
| FOODBANK FOR THE HEARTLAND | |||||||
| 10525 J ST | OMAHA | NE | 68127 | N/A | PC | General & Unrestricted | $10,000 |
| GIRLS INCORPORATED OF OMAHA | |||||||
| 2811 N 45TH ST | OMAHA | NE | 68104 | N/A | PC | General & Unrestricted | $10,000 |
| HAZELDEN BETTY FORD FOUNDATION | |||||||
| PO BOX 11 | CENTER CITY | MN | 55012 | N/A | PC | General & Unrestricted | $15,000 |
| HEARTLAND EQUINE THERAPEUTIC RIDING ACADEMY INC | |||||||
| 10130 S 222ND ST | GRETNA | NE | 68028 | N/A | PC | General & Unrestricted | $2,500 |
| HOPE CENTER INC | |||||||
| 2200 N 20TH ST | OMAHA | NE | 68110 | N/A | PC | General & Unrestricted | $15,000 |
| JESUIT ACADEMY | |||||||
| 2311 N 22ND ST | OMAHA | NE | 68110 | N/A | PC | Science & Technology Development | $25,000 |
| JOSLYN ART MUSEUM FOUNDATION | |||||||
| 2200 DODGE ST | OMAHA | NE | 68102 | N/A | PC | General & Unrestricted | $10,000 |
| KNIGHTS OF AKSARBEN FOUNDATION | |||||||
| 8707 W CENTER RD STE 101 | OMAHA | NE | 68124 | N/A | PC | General & Unrestricted | $10,000 |
| LUTHERAN FAMILY SERVICES OF NE INC | |||||||
| 124 S 24TH ST | OMAHA | NE | 68102 | N/A | PC | General & Unrestricted | $5,000 |
| MAKE-A-WISH OF NEBRASKA | |||||||
| 11836 ARBOR ST | OMAHA | NE | 68144 | N/A | PC | General & Unrestricted | $2,500 |
| NEBRASKA CHILDRENS HOME SOCIETY INC | |||||||
| 4939 S 118TH ST | OMAHA | NE | 68137 | N/A | PC | General & Unrestricted | $2,500 |
| NEBRASKA HUMANE SOCIETY | |||||||
| 8929 FORT ST | OMAHA | NE | 68134 | N/A | PC | General & Unrestricted | $2,500 |
| OMAHA BOTANICAL CENTER INC | |||||||
| 100 BANCROFT ST | OMAHA | NE | 68108 | N/A | PC | Charitable Event | $15,000 |
| OMAHA CHILDRENS MUSEUM INC | |||||||
| 500 S 20TH ST | OMAHA | NE | 68102 | N/A | PC | General & Unrestricted | $2,500 |
| OMAHA ZOO FOUNDATION | |||||||
| 3701 S 10TH ST | OMAHA | NE | 68107 | N/A | SO II | Charitable Event | $25,000 |
| RESCUE MISSION INC | |||||||
| 2828 N 23RD ST E | OMAHA | NE | 68110 | N/A | PC | General & Unrestricted | $10,000 |
| ROLLING THUNDER CHARITIES INC | |||||||
| PO BOX 216 | NESHANIC STA | NJ | 08853 | N/A | PC | General & Unrestricted | $2,500 |
| SANTA MONICA INC | |||||||
| 130 N 39TH ST | OMAHA | NE | 68131 | N/A | PC | General & Unrestricted | $10,000 |
| SIENA FRANCIS HOUSE | |||||||
| 1702 NICHOLAS ST | OMAHA | NE | 68102 | N/A | PC | General & Unrestricted | $10,000 |
| SPECIAL OLYMPICS NEBRASKA INC | |||||||
| 9427 F ST | OMAHA | NE | 68127 | N/A | PC | General & Unrestricted | $2,500 |
| TEAMMATES FOUNDATION | |||||||
| 6801 O ST | LINCOLN | NE | 68510 | N/A | SO II | General & Unrestricted | $10,000 |
| TED E BEAR HOLLOW INC | |||||||
| 7811 FARNAM DR | OMAHA | NE | 68114 | N/A | PC | General & Unrestricted | $5,000 |
| THE DURHAM MUSEUM | |||||||
| 801 S 10TH ST | OMAHA | NE | 68108 | N/A | PC | General & Unrestricted | $2,500 |
| THE SALVATION ARMY | |||||||
| 3612 CUMING ST | OMAHA | NE | 68131 | N/A | PC | General & Unrestricted | $10,000 |
| UNITED WAY OF THE MIDLANDS | |||||||
| 1805 HARNEY ST | OMAHA | NE | 68102 | N/A | PC | General & Unrestricted | $25,000 |
| VISITING NURSE HEALTH SERVICES | |||||||
| 12565 W CENTER RD STE 100 | OMAHA | NE | 68144 | N/A | PC | Home and Hospice Care | $5,000 |
| University Of Nebraska Foundation | |||||||
| PO Box 82555 | Lincoln | NE | 68501 | n/a | PC | Cancer Research Fund | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,598,500 | TotalGrantOrContriPdDurYrAmt |
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 | $300 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $221,410 | 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 | $1,132,412 | 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 | $1,354,122 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,354,122 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Young Sr James R | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 S 92nd Street | AddressLine1Txt |
| City | Omaha | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,999,644 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | UNION PACIFIC UNP, 13326 sh. | $1,410,624 | 2014-08-21 |
| 1 | UNION PACIFIC UNP, 62672 sh. | $6,589,020 | 2014-08-20 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (77 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACAP STRATEGIC FUND | $1,207,163 | $1,180,612 |
| ACTAVIS PLC | $325,602 | $482,643 |
| ADT LTD. | $39,733 | $40,396 |
| AERCAP HOLDING N.V. | $279,113 | $249,263 |
| ALIBABA GROUP HOLDING LIMITED | $136,690 | $129,301 |
| ALLIANCEBERN HIGH INCOME ADVIS | $374,334 | $355,947 |
| AMBEV SA | $54,579 | $46,930 |
| AMC NETWORKS INC | $28,328 | $27,421 |
| AMER INTERNATIONAL GROUP INC | $64,025 | $72,533 |
| AMGEN INC | $156,590 | $202,139 |
| ANADARKO PETROLEUM CORP | $227,940 | $208,313 |
| AUTODESK, INC. | $69,446 | $89,790 |
| BANCO SANTANDER CEN | $116,792 | $116,845 |
| BERKSHIRE HATHAWAY INC. CL B | $31,155 | $39,790 |
| BIOGEN IDEC INC | $308,335 | $358,120 |
| BLACKROCK INC | $120,329 | $134,085 |
| BORG WARNER INC. | $29,961 | $29,673 |
| BRANDES EMERGING MARKETS FUND | $1,862,166 | $1,559,146 |
| BRISTOW GROUP | $133,212 | $116,843 |
| BROADCOM CORPORATION | $99,571 | $144,896 |
| CABLEVISION SYSTEMS CORP CL A | $76,667 | $90,940 |
| CITRIX SYSTEMS INC | $98,650 | $101,570 |
| CLEARBRIDGE AMERICAN ENERGY ML | $116,227 | $105,256 |
| CLEARBRIDGE ENERGY MLP | $110,516 | $114,981 |
| CLEARBRIDGE ENERGY MLP F | $110,604 | $114,402 |
| COMCAST CORP | $163,255 | $200,286 |
| COMCAST CORP CL A | $239,619 | $281,349 |
| COVIDIEN LTD | $60,887 | $97,473 |
| CREE, INC. | $93,578 | $57,480 |
| CVS CAREMARK CORP. | $274,675 | $374,453 |
| DIANA SHIPPING | $58,779 | $45,527 |
| DIRECTV GROUP | $29,287 | $40,316 |
| DOLBY LABORATORIES | $20,322 | $25,010 |
| EOG RESOURCES INC | $79,136 | $83,784 |
| FLUOR CORP | $80,583 | $66,329 |
| FREEPORT-MCMORAN COPPER & GOLD | $38,553 | $26,327 |
| GRIFOLS SA REP 1/2 CL B | $165,333 | $140,379 |
| HONEYWELL INTERNATIONAL INC. | $42,919 | $47,462 |
| IMMUNOGEN, INC | $31,943 | $13,914 |
| ISIS PHARMACEUTICALS, INC. | $26,328 | $40,872 |
| JARDEN CORP | $111,570 | $140,288 |
| L-3 COMMUNICATIONS CORP | $102,806 | $124,569 |
| LIBERTY BROADBAND CORPORATION | $3,394 | $3,556 |
| LIBERTY BROADBAND CORP K | $6,634 | $6,925 |
| LIBERTY BROADBAND RTS | $409 | |
| LIBERTY INTERACTIVE CORPORAT | $41,303 | $53,750 |
| LIBERTY MEDIA CORPORATION | $19,459 | $19,547 |
| LIBERTY MEDIA CORPORATION COM | $10,339 | $10,052 |
| LIBERTY VENTURES | $7,197 | $9,769 |
| MARVELL TECH GROUP | $26,698 | $30,015 |
| NATL OILWELL VARCO | $47,015 | $41,218 |
| NOW INC. | $30,410 | $24,315 |
| NUANCE COMMUNICATIONS, INC. | $59,802 | $52,014 |
| NUCOR CP | $76,148 | $73,379 |
| PALL CP | $79,157 | $97,971 |
| PENTAIR INC. | $41,256 | $39,985 |
| RYANAIR HOLDINGS PLC-ADR COM | $173,773 | $223,788 |
| SANDISK CORP | $57,809 | $80,736 |
| SCHLUMBERGER LTD | $210,301 | $168,685 |
| SEADRILL LTD | $106,160 | $38,924 |
| SEAGATE TECHNOLOGY | $85,950 | $114,380 |
| SHIRE PLC | $223,132 | $273,114 |
| STARZ | $13,258 | $13,187 |
| SUMITOMO MITSUI FINCL GRP | $197,520 | $162,963 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $266,722 | $291,500 |
| TE CONNECTIVITY LTD | $98,534 | $109,486 |
| TEREX CORP | $92,121 | $71,233 |
| TOYOTA MTR CORP | $171,225 | $180,315 |
| TYCO INTERNATIONAL LTD. | $71,169 | $79,825 |
| UBS AG | $83,201 | $74,082 |
| UNITED TECHNOLOGIES CORP | $75,808 | $79,350 |
| UNITEDHEALTH GROUP INC. | $145,987 | $188,432 |
| VERTEX PHARMCTLS INC | $43,436 | $68,429 |
| VISA INC | $31,324 | $39,330 |
| WALT DISNEY HOLDINGS CO. | $43,266 | $51,334 |
| WEATHERFORD INTL | $240,639 | $183,761 |
| YAHOO! INC | $60,345 | $83,392 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| IRONWOOD MULTI STRATEGY FUND | $2,416,962 | $2,397,665 |
| SKYBRIDGE MULTI-ADVISOR HEDGE | $2,438,348 | $2,332,658 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Fees | Desc |
| Revenue And Expenses Per Books | $49,329 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $49,329 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $91,530 | Amt |
| Net Investment Income | $91,530 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2014 | CategoryTxt |
| Amt | $39,700 | Amt |