BUFFETT EARLY CHILDHOOD FUND: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BUFFETT EARLY CHILDHOOD FUND (EIN 20-1768874)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-08
- IRS object ID
- 201241299349100834
- Schema version
- 2011v1.2
- 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
- Depreciation Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-08T15:24:12-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 476097913 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEIM JOHNSON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18081 BURT STREET SUITE 200 | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 680224722 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201768874 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUFFETT EARLY CHILDHOOD FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BUFF | NameControl |
| Phone | 4023410933 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3555 FARNAM STREET | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68131 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL PEDERSEN | Name |
| Title | PRESIDENT | Title |
| Phone | 4023410933 | Phone |
| Date Signed | 2012-05-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARBARA J FAJEN | Name |
| PTIN | P00400874 | PTIN |
| Phone | 4023302660 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4055806 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 20145386 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 9331 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 9331 | InterestOnSavingsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -5428 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 10053703 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 10051701 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 75000 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 20224289 | TotalRevenueAndExpenses |
| Total Net Investment Income | 10061032 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 386942 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 386942 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 258488 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 258488 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 126157 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 126157 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 58962 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 58962 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 8433 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 8433 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 104026 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 104026 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 446160 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 34487 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 808 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Occupancy Rev And Expnss | 29866 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 29866 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 153358 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 153358 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 14879 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 14879 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 43737 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 43737 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1631816 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1219335 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 13949784 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 16433905 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 15581600 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 17653240 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 4642689 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 10061032 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1988182 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 3719852 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 3719852 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 48432 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 319896 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 319896 | PrepaidExpensesEOYFMV |
| Land Building And Equipment Basis | 20348 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 4290 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 1964 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 16058 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 16058 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 2038578 | TotalAssetsBOY |
| Total Assets EOY | 4055806 | TotalAssetsEOY |
| Total Assets EOYFMV | 4055806 | TotalAssetsEOYFMV |
| Grants Payable BOY | 4996602 | GrantsPayableBOY |
| Grants Payable EOY | 2512481 | GrantsPayableEOY |
| Total Liabilities BOY | 4996602 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2512481 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | -2958024 | UnrestrictedBOY |
| Unrestricted EOY | 1543325 | UnrestrictedEOY |
| Total Net Assets BOY | -2958024 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1543325 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2038578 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4055806 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | -2958024 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 4642689 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1684665 | Subtotal |
| Other Decreases | 141340 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1543325 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| BRK B - 59,625 SHS | D | 2011-02-22 | 2011-02-22 | 4969875 | 663 | 4969212 | 4969212 |
| BRK B - 62,000 SHS | D | 2011-04-11 | 2011-04-11 | 5083828 | 1339 | 5082489 | 5082489 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 10051701 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 19946155 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 6048109 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 3.297916 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 20033565 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 11285345 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 1.775184 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 16832908 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 7043089 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 2.389989 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 20245291 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3982445 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 5.083634 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 6875797 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2292146 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 2.999720 | DistributionRatioYear5 |
| Total Distribution Ratio | 15.546443 | TotalDistributionRatio |
| Average Distribution Ratio | 3.109289 | AverageDistributionRatio |
| Net Noncharitable Assets | 5296699 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 16468968 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 100610 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 16569578 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 17668142 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 100610 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 100610 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 100610 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 305000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 305000 | TotalCreditsAndPayments |
| Overpayment | 204390 | Overpayment |
| Amount Credited To Next Year | 204390 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NE | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.BUFFETTEARLYCHILDHOODFUND.ORG | WebsiteAddress |
| Books In Care Of Person Name | SUSAN MULLIN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4023410933 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3555 FARNAM STREET | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 1 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| SUSAN A BUFFETT | ||||||||
| 3555 FARNAM STREET | OMAHA | NE | 68131 | DIRECTOR | 5.00 | 0 | 0 | 0 |
| HELEN RAIKES | ||||||||
| 3221 SOUTH 76 STREET | LINCOLN | NE | 68506 | DIRECTOR & TREASURER | 5.00 | 0 | 0 | 0 |
| WALLACE WEITZ | ||||||||
| 1125 SOUTH 103 STREET STE 600 | OMAHA | NE | 68124 | DIRECTOR & SECRETARY | 5.00 | 0 | 0 | 0 |
| DANIEL PEDERSEN | ||||||||
| 3555 FARNAM STREET | OMAHA | NE | 68131 | PRESIDENT | 40.00 | 205072 | 30073 | 0 |
| JESSIE RASMUSSEN | ||||||||
| 3555 FARNAM STREET | OMAHA | NE | 68131 | VICE-PRESIDENT | 40.00 | 181870 | 40962 | 0 |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl (2 entries)
| NameName | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Average Hours Per WeekAverageHoursPerWeek | CompensationCompensation | Employee BenefitsEmployeeBenefits | Expense AccountExpenseAccount |
|---|---|---|---|---|---|---|---|---|---|
| MICHAEL J BURKE | 3555 FARNAM STREET | OMAHA | NE | 68131 | PROGRAM DIRECTOR | 40.00 | 156184 | 34809 | 0 |
| SUSAN MULLIN | 3555 FARNAM STREET | OMAHA | NE | 68131 | OPERATIONS DIRECTOR | 40.00 | 102305 | 31143 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 5377359 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5377359 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 5377359 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 80660 | CashDeemedCharitable |
| Net Noncharitable Assets | 5296699 | NetNoncharitableAssets |
| Minimum Investment Return | 264835 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 264835 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 100610 | TaxBasedOnInvestmentIncome |
| Total Tax | 100610 | TotalTax |
| Distributable Amount Before Adj | 164225 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 75000 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 239225 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 239225 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 17653240 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 14902 | AmountsPaidAcqCharitableAssets |
| Qualifying Distributions | 17668142 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 100610 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 17567532 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 239225 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 6763030 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 20049399 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 16690295 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 19634211 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 19946155 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 83083090 | TotalExcessDistriCarryover |
| Qualifying Distributions | 17668142 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 239225 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 17428917 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 100512007 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 6763030 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 93748977 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 20049399 | ExcessFromYear4 |
| Excess From Year3 | 16690295 | ExcessFromYear3 |
| Excess From Year2 | 19634211 | ExcessFromYear2 |
| Excess From Year1 | 19946155 | ExcessFromYear1 |
| Excess From Current Year | 17428917 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (32 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ADVANCEMENT PROJECT | ||||||
| 1541 WILSHIRE BLVD SUITE 508 | LOS ANGELES | CA | 90017 | 509(A)(1) | WATER COOLER CONFERENCE SUPPORT, PROGRAM SUPPORT | $26,250 |
| AMERICA'S PROMISE ALLIANCE | ||||||
| 1100 VERMONT AVE NW STE 900 | WASHINGTON | DC | 20005 | 509(A)(1) | OPERATING SUPPORT | $25,000 |
| BIRTH TO FIVE POLICY ALLIANCE | ||||||
| PO BOX 6756 | LEAWOOD | KS | 66206 | 509(A)(1) | GENERAL OPERATING | $2,714,829 |
| BOARD OF REGENTS UNIVERSITY OF WISCONSIN SYSTEM | ||||||
| PO BOX 500 | MILWAUKEE | WI | 53201 | 509(A)(1) | EDUCARE LOCAL EVALUATION SUPPORT | $90,339 |
| BRAZELTON TOUCHPOINTS CENTER | ||||||
| 1295 BOYLSTON ST STE 320 | BOSTON | MA | 02215 | 509(A)(1) | BOUNCE/BTC COLLABORATION PROJECT | $60,000 |
| BRAZELTON TOUCHPOINTS PROJECT INC | ||||||
| 1295 BOYLSTON ST STE 320 | BOSTON | MA | 02215 | 509(A)(1) | TRIBAL TOUCHPOINTS EARLY HEAD START INITIATIVE | $530,000 |
| CALIFORNIA CHILD CARE RESOURCE & REFERRAL NETWORK | ||||||
| 111 NEW MONTGOMERY ST 7TH FL | SAN FRANCISCO | CA | 94105 | 509(A)(1) | BIRTH TO FIVE ADVOCACY GRANT | $9,375 |
| COLLEGE OF SAINT MARY | ||||||
| 7000 MERCY ROAD | OMAHA | NE | 68106 | 509(A)(1) | CHILD CARE ASSOCIATES EARLY CHILDHOOD PROGRAMS & SCHOLARSHIPS | $100,000 |
| EDUCARE OF ARIZONA | ||||||
| PO BOX 97366 | PHOENIX | AZ | 85008 | 509(A)(1) | EDUCARE REPLICATION POOL | $100,000 |
| EDUCARE OF OMAHA INC | ||||||
| 2123 PAUL STREET | OMAHA | NE | 68102 | 509(A)(1) | OPERATING SUPPORT & AUDIT UNDERWRITING FOR IH | $501,520 |
| ERIKSON INSTITUTE-CHICAGO IL | ||||||
| 451 NORTH LASALLE STREET | CHICAGO | IL | 606544510 | 509(A)(1) | DISTANCE LEARNING GRANT, GENERAL SUPPORT | $247,769 |
| FIGHT CRIMEINVEST IN KIDS-WASHINGTON DC | ||||||
| 1212 NEW YORK AVENUE STE 300 | WASHINGTON | DC | 20005 | 509(A)(1) | MISSION READINESS PROGRAM | $300,000 |
| FIRST 5 SANTA CLARA COUNTY | ||||||
| 1400 PARKMOOR AVE 200 | SAN JOSE | CA | 95126 | 509(A)(1) | OPERATING SUPPORT | $30,000 |
| FRANK PORTER GRAHAM CHILD DEVELOPMENT INSTITUTE | ||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | 509(A)(1) | NATIONAL EVAL FOR BLN IMPLEMENTATION STUDY | $584,118 |
| NEBRASKA ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN | ||||||
| 650 J STREET STE 23 | LINCOLN | NE | 68508 | 509(A)(1) | T.E.A.C.H. PROGRAM | $50,000 |
| NEBRASKA CHILDREN & FAMILIES FOUNDATION | ||||||
| 215 CENTENNIAL MALL SOUTH STE 200 | LINCOLN | NE | 68508 | 509(A)(1) | ADVOCACY SUPPORT & SIXPENCE EARLY LEARNING FUND | $2,671,598 |
| NEXT DOOR FOUNDATION | ||||||
| 2545 N29TH STREET | MILWAUKEE | WI | 53210 | 509(A)(1) | SCHOLARSHIP & OPERATING SUPPORT | $525,000 |
| OUNCE OF PREVENTION FUND-CHICAGO IL | ||||||
| 33 W MONROE STREET | CHICAGO | IL | 60603 | 509(A)(1) | OPERATING/LEADERSHIP SUPPORT | $100,000 |
| OUNCE OF PREVENTION FUND-CHICAGO IL | ||||||
| 33 W MONROE STREET | CHICAGO | IL | 60603 | 509(A)(1) | BOUNCE LLC | $666,666 |
| OUNCE OF PREVENTION FUND-CHICAGO IL | ||||||
| 33 W MONROE STREET | CHICAGO | IL | 60603 | 509(A)(1) | FIRST 5 YEARS FUND | $1,000,000 |
| OUNCE OF PREVENTION FUND-CHICAGO IL | ||||||
| 33 W MONROE STREET | CHICAGO | IL | 60603 | 509(A)(1) | BOUNCE LEARNING NETWORK | $1,977,966 |
| OUNCE OF PREVENTION FUND-CHICAGO IL | ||||||
| 33 W MONROE STREET | CHICAGO | IL | 60603 | 509(A)(1) | BOUNCE NATIONAL | $2,000,000 |
| RED CLIFF BAND OF LAKE SUPERIOR CHIPPEWAS-BAYFIELDWI | ||||||
| 88385 PIKE RD HWY 13 | BAYFIELD | WI | 54814 | 509(A)(1) | EARLY CHILDHOOD CTR EXPANSION & PLAYGROUND | $70,673 |
| SAVE THE CHILDREN | ||||||
| 54 WILTON ROAD | WESTPORT | CT | 06880 | 509(A)(1) | EARLY STEPS PROGRAM SUPPORT | $139,108 |
| THE UNIVERSITY OF CHICAGO | ||||||
| 1126 EAST 59TH STREET | CHICAGO | IL | 60637 | 509(A)(1) | DR. HECKMAN RESEARCH STUDY | $239,995 |
| THIRD SECTOR NEW ENGLAND INC | ||||||
| 89 SOUTH ST STE 700 | BOSTON | MA | 02111 | 509(A)(1) | EARLY LEARNING CHALLENGE COLLABORATIVE & ECFC SUPPORT | $110,000 |
| TRUSTEES FOR HARVARD UNIVERSITY | ||||||
| 1033 MASSACHUSETTS AVE STE 3 | CAMBRIDGE | MA | 02138 | 509(A)(1) | NSCDC OPERATING & FORUM SUPPORT | $700,000 |
| UNIVERSITY OF NEBRASKA FOUNDATION | ||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | 509(A)(1) | EDUCARE OF LINCOLN SUPPORT | $333,334 |
| UNIVERSITY OF NEBRASKA MED CTR MONROE MEYER INSTITUTE | ||||||
| 600 S 42ND ST | OMAHA | NE | 68198 | 509(A)(1) | EDUCARE LOCAL EVALUATION SUPPORT | $190,798 |
| UNIVERSITY OF NEBRASKA MED CTR MONROE MEYER INSTITUTE | ||||||
| 600 S 42ND ST | OMAHA | NE | 68198 | 509(A)(1) | BUILDING BRIGHT FUTURES EVALUATION SUPPORT | $204,567 |
| UNIVERSITY OF WISCONSIN - MILWAUKEE FOUNDATION | ||||||
| 1440 E NORTH AVE | MILWAUKEE | WI | 53202 | 509(A)(1) | OPERATING SUPPORT | $10,000 |
| ZERO TO THREE NATIONAL CENTER FOR INFANTS TODDLERS AND FAMILIES | ||||||
| 1255 23RD STREET NW STE 350 | WASHINGTON | DC | 20037 | 509(A)(2) | SAFE BABIES PROGRAM SUPPORT | $125,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 16433905 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| BOARD OF REGENTS UNIVERSITY OF WISCONSIN SYSTEM | ||||||
| PO BOX 6756 | MILWAUKEE | WI | 53201 | 509(A)(1) | EDUCARE LOCAL EVALUATION SUPPORT | $43,573 |
| COLLEGE OF SAINT MARY | ||||||
| 7000 MERCY ROAD | OMAHA | NE | 68106 | 509(A)(1) | CHILDCARE ASSOCIATES EARLY CHILDHOOD PROGRAM | $72,000 |
| FRANK PORTER GRAHAM CHILD DEVELOPMENT INSTITUTE | ||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | 509(A)(1) | NATIONAL EVALUATION FOR BLN IMPLEMENTATION STUDY | $284,117 |
| FRANK PORTER GRAHAM CHILD DEVELOPMENT INSTITUTE | ||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | 509(A)(1) | NATIONAL EVALUATION FOR BLN IMPLEMENTATION STUDY | $675,352 |
| NEBRASKA CHILDREN & FAMILIES FOUNDATION | ||||||
| 215 CENTENNIAL MALL SOUTH STE 200 | LINCOLN | NE | 68508 | 509(A)(1) | ADVOCACY SUPPORT & SIXPENCE EARLY LEARNING FUND | $67,467 |
| SAVE THE CHILDREN | ||||||
| 54 WILTON ROAD | WESTPORT | CT | 06880 | 509(A)(1) | EARLY STEPS PROGRAM SUPPORT | $497,858 |
| UNIVERSITY OF NEBRASKA MED CTR MONROE MEYER INSTITUTE | ||||||
| 600 S 42ND ST | OMAHA | NE | 68198 | 509(A)(1) | BUILDING BRIGHT FUTURES EVALUATION SUPPORT | $68,189 |
| UNIVERSITY OF NEBRASKA MED CTR MONROE MEYER INSTITUTE | ||||||
| 600 S 42ND ST | OMAHA | NE | 68198 | 509(A)(1) | EDUCARE LOCAL EVALUATION SUPPORT | $140,925 |
| ZERO TO THREE NATIONAL CENTER FOR INFANTS TODDLERS AND FAMILIES | ||||||
| 1255 23RD STREET NW STE 350 | WASHINGTON | DC | 20037 | 509(A)(2) | SAFE BABIES PROGRAM SUPPORT | $125,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 1974481 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9,331 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$5,428 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR YEAR GRANT RETURNED | Description |
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $75,000 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $78,903 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 78903 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (4 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | THE SHERWOOD FOUNDATION | 3555 FARNAM STREET | OMAHA | NE | 68131 | 5000000 | X | |
| 2 | THE SHERWOOD FOUNDATION | 3555 FARNAM STREET | OMAHA | NE | 68131 | 4959011 | X | |
| 3 | THE SHERWOOD FOUNDATION | 3555 FARNAM STREET | OMAHA | NE | 68131 | 5100120 | X | |
| 4 | THE SHERWOOD FOUNDATION | 3555 FARNAM STREET | OMAHA | NE | 68131 | 5086254 | X |
Noncash Property NoncashProperty (3 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 2 | 59,265 SHARES OF BERKSHIRE HATHAWAY CLASS B STOCK | 4959011 | 2011-02-22 |
| 3 | 62,000 SHARES OF BERKSHIRE HATHAWAY CLASS B STOCK | 5100120 | 2011-04-11 |
| 4 | 66,670 SHARES OF BERKSHIRE HATHAWAY CLASS B STOCK | 5086254 | 2011-07-19 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $8,433 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 8433 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (3 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2007-11-14 | 2674 | 2228 | 200DB | 5.000000000000 | 238 | 0 |
| OFFICE EQUIPMENT | 2010-10-19 | 2772 | 1254 | 200DB | 5.000000000000 | 570 | 0 |
| SOFTWARE | 2011-12-31 | 14902 | 200DB | 3.000000000000 | 0 | 0 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (3 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2674 | 2466 | 208 | 0 |
| OFFICE EQUIPMENT | 2772 | 1824 | 948 | 0 |
| SOFTWARE | 14902 | 0 | 14902 | 0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $58,962 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 58962 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEPRECIATION IN VALUE OF STOCK THAT WAS DONATED | Description |
| Amount | $141,340 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (8 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| POSTAGE | 2532 | 0 | 2532 |
| MISCELLANEOUS | 5803 | 0 | 5803 |
| OFFICE SUPPLIES | 7948 | 0 | 7948 |
| UTILITIES | 723 | 0 | 723 |
| REPAIR & MAINTENANCE | 1378 | 0 | 1378 |
| TELEPHONE | 21324 | 0 | 21324 |
| INSURANCE | 3504 | 0 | 3504 |
| EQUIPMENT | 525 | 0 | 525 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR YEAR GRANT RETURNED | Description |
| Revenue And Expenses Per Books | 75000 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 75000 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ARCHITECTURAL | $71,817 | 0 | 71817 |
| OTHER PROFESSIONAL | $25,417 | 0 | 25417 |
| MARKETING, BRANDING | $6,792 | 0 | 6792 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PAYROLL TAXES | $34,487 | 0 | 34487 |
| EXCISE TAXES | $411,673 | 0 | 0 |