BUFFETT EARLY CHILDHOOD FUND: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BUFFETT EARLY CHILDHOOD FUND (EIN 20-1768874)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-16
- IRS object ID
- 201141369349101829
- Schema version
- 2010v3.2
- 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 Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T13:53:10-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 | 2011-05-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARBARA J FAJEN | Name |
| Phone | 4023302660 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2038578 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 20253016 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 13441 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 13441 | InterestOnSavingsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -193926 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 20059090 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 20056235 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 20072531 | TotalRevenueAndExpenses |
| Total Net Investment Income | 20069676 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 371294 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 371294 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 234988 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 234988 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 151699 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 151699 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 32851 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 32851 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 7940 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 7940 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 18149 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 18149 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 203222 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 34142 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 1551 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Occupancy Rev And Expnss | 37286 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 37286 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 213467 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 213467 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 14144 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 14144 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 39622 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 39622 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1326213 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1155582 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 17575899 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 18787801 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 18902112 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 19943383 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1170419 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 20069676 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 2073446 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1988182 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1988182 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 5871 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 48432 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 48432 | PrepaidExpensesEOYFMV |
| Land Building And Equipment Basis | 5446 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 3482 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 743 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 1964 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 1964 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 2080060 | TotalAssetsBOY |
| Total Assets EOY | 2038578 | TotalAssetsEOY |
| Total Assets EOYFMV | 2038578 | TotalAssetsEOYFMV |
| Grants Payable BOY | 6208503 | GrantsPayableBOY |
| Grants Payable EOY | 4996602 | GrantsPayableEOY |
| Total Liabilities BOY | 6208503 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4996602 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | -4128443 | UnrestrictedBOY |
| Unrestricted EOY | -2958024 | UnrestrictedEOY |
| Total Net Assets BOY | -4128443 | TotalNetAssetsBOY |
| Total Net Assets EOY | -2958024 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2080060 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2038578 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | -4128443 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1170419 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | -2958024 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | -2958024 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 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 66,096 SH | D | 2010-02-01 | 2010-02-09 | 4906687 | 735 | 4905952 | 4905952 |
| BRK B 64,976 SH | D | 2010-05-10 | 2010-05-11 | 5019597 | 723 | 5018874 | 5018874 |
| BRK B 62,857 SH | D | 2010-07-01 | 2010-07-01 | 4912720 | 699 | 4912021 | 4912021 |
| BRK B 62,755 SH | D | 2010-10-15 | 2010-10-15 | 5220086 | 698 | 5219388 | 5219388 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 20056235 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 20033565 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 11285345 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 1.775184 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 16832908 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 7043089 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 2.389989 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 20245291 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3982445 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 5.083634 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 6875797 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2292146 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 2.999720 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 4329594 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 647203 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 6.689700 | DistributionRatioYear5 |
| Total Distribution Ratio | 18.938227 | TotalDistributionRatio |
| Average Distribution Ratio | 3.787645 | AverageDistributionRatio |
| Net Noncharitable Assets | 6048109 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 22908090 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 200697 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 23108787 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 19946155 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 401394 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 401394 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 401394 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 10279 | PenaltyForUnderpayment |
| Tax Due | 411673 | TaxDue |
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 | TREASURER | 5.00 | 0 | 0 | 0 |
| WALLACE WEITZ | ||||||||
| 1125 SOUTH 103 STREET STE 600 | OMAHA | NE | 68124 | SECRETARY | 5.00 | 0 | 0 | 0 |
| DANIEL PEDERSEN | ||||||||
| 3555 FARNAM STREET | OMAHA | NE | 68131 | PRESIDENT | 40.00 | 225186 | 50561 | 0 |
| JESSIE RASMUSSEN | ||||||||
| 3555 FARNAM STREET | OMAHA | NE | 68131 | VICE-PRESIDENT | 40.00 | 146108 | 34046 | 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 | 141985 | 30843 | 0 |
| SUSAN MULLIN | 3555 FARNAM STREET | OMAHA | NE | 68131 | OPERATIONS DIRECTOR | 40.00 | 93004 | 25254 | 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 | 6140212 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 6140212 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 6140212 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 92103 | CashDeemedCharitable |
| Net Noncharitable Assets | 6048109 | NetNoncharitableAssets |
| Minimum Investment Return | 302405 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 302405 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 401394 | TaxBasedOnInvestmentIncome |
| Total Tax | 401394 | TotalTax |
| Distributable Amount Before Adj | 0 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 0 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 19943383 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 2772 | AmountsPaidAcqCharitableAssets |
| Qualifying Distributions | 19946155 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 19946155 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 4297234 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 6763030 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 20049399 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 16690295 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 19634211 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 67434169 | TotalExcessDistriCarryover |
| Qualifying Distributions | 19946155 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 0 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 19946155 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 87380324 | 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 | 4297234 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 83083090 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 6763030 | ExcessFromYear4 |
| Excess From Year3 | 20049399 | ExcessFromYear3 |
| Excess From Year2 | 16690295 | ExcessFromYear2 |
| Excess From Year1 | 19634211 | ExcessFromYear1 |
| Excess From Current Year | 19946155 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (34 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 | $62,083 |
| BAYOU DISTRICT FOUNDATION | ||||||
| 320 JULIA STREET | NEW ORLEANS | LA | 70130 | 509(A)(1) | EDUCARE REPLICATION POOL & ARCHITECTURAL GRANT | $363,334 |
| BIRTH TO FIVE POLICY ALLIANCE | ||||||
| PO BOX 6756 | LEAWOOD | KS | 66206 | 509(A)(1) | GENERAL OPERATING | $3,000,000 |
| BLACK CHILD DEVELOPMENT INST | ||||||
| 6618 N TEUTONIA AVENUE | MILWAUKEE | WI | 53209 | 509(A)(1) | GENERAL OPERATING | $600 |
| BOARD OF REGENTS UNIVERSITY OF WISCONSIN SYSTEM | ||||||
| PO BOX 500 | MILWAUKEE | WI | 53201 | 509(A)(1) | EDUCARE LOCAL EVALUATION SUPPORT | $93,292 |
| BOUNCE DC | ||||||
| 33 W MONROE STREET | CHICAGO | IL | 60603 | 509(A)(3) TYPE 1 | EDUCARE OF WASHINGTON DC CAPITAL CAMPAIGN | $4,128,693 |
| BRAZELTON TOUCHPOINTS CENTER | ||||||
| 1295 BOYLSTON ST STE 320 | BOSTON | MA | 02215 | 509(A)(1) | BOUNCE/BTC COLLABORATION PROJECT | $131,200 |
| BRAZELTON TOUCHPOINTS PROJECT INC | ||||||
| 1295 BOYLSTON ST STE 320 | BOSTON | MA | 02215 | 509(A)(1) | TRIBAL TOUCHPOINTS EARLY HEAD START INITIATIVE | $324,000 |
| CALIFORNIA CHILD CARE RESOURCE & REFERRAL NETWORK | ||||||
| 111 NEW MONTGOMERY ST 7TH FL | SAN FRANCISCO | CA | 94104 | 509(A)(1) | BIRTH TO FIVE ADVOCACY GRANT | $15,625 |
| CELEBRATE CHILDREN FOUNDATION | ||||||
| 110 EAST MAIN STREET | MADISON | WI | 53703 | 509(A)(1) | GENERAL SUPPORT | $20,000 |
| CHILD SAVINGS INSTITUTE | ||||||
| 4545 DODGE ST | OMAHA | NE | 68132 | 509(A)(1) | KID SQUAD PROGRAM '09-'10 | $162,052 |
| COLLEGE OF SAINT MARY | ||||||
| 7000 MERCY ROAD | OMAHA | NE | 68106 | 509(A)(1) | CHILD CARE ASSOCIATES EARLY CHILDHOOD PROGRAMS | $100,000 |
| EDUCARE OF ARIZONA | ||||||
| PO BOX 97366 | PHOENIX | AZ | 85008 | 509(A)(1) | EDUCARE REPLICATION POOL | $384,333 |
| EDUCARE OF OMAHA INC | ||||||
| 2123 PAUL STREET | OMAHA | NE | 68102 | 509(A)(1) | OPERATING SUPPORT & AUDIT UNDERWRITING FOR IH | $508,800 |
| EDUCARE OF WEST DUPAGE | ||||||
| 3916 SARAZEN CT | WOODRIDGE | IL | 60517 | 509(A)(1) | EDUCARE ARCHITECTURAL GRANT | $20,000 |
| ERIKSON INSTITUTE-CHICAGO IL | ||||||
| 451 NORTH LASALLE STREET | CHICAGO | IL | 606544510 | 509(A)(1) | DISTANCE LEARNING GRANT, GENERAL SUPPORT | $193,204 |
| FIGHT CRIMEINVEST IN KIDS-WASHINGTON DC | ||||||
| 1212 NEW YORK AVENUE STE 300 | WASHINGTON | DC | 20005 | 509(A)(1) | MISSION READINESS PROGRAM | $300,000 |
| FRANK PORTER GRAHAM CHILD DEVELOPMENT INSTITUTE | ||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | 509(A)(1) | NATIONAL EVAL FOR BLN IMPLEMENT | $418,202 |
| GRANTMAKERS FOR CHILDREN YOUTH & FAMILIES | ||||||
| 8757 GEORGIA AVE STE 540 | SILVER SPRING | MD | 20910 | 509(A)(1) | EARLY CHILDHOOD FUNDERS' COLLABORATIVE | $10,000 |
| 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 | $100,000 |
| NEBRASKA CHILDREN & FAMILIES FOUNDATION | ||||||
| 215 CENTENNIAL MALL SOUTH STE 200 | LINCOLN | NE | 68508 | 509(A)(1) | ADVOCACY SUPPORT & SIXPENCE EARLY LEARNING FUND | $1,150,130 |
| NEBRASKA DEPARTMENT OF EDUCATION | ||||||
| 6949 S 110TH STREET | OMAHA | NE | 68128 | 509(A)(3) TYPE 1 | EARLY CHILDHOOD TRAINING CENTER | $150,000 |
| NEXT DOOR FOUNDATION | ||||||
| 2545 N29TH STREET | MILWAUKEE | WI | 53210 | 509(A)(1) | SCHOLARSHIP & OPERATING SUPPORT | $475,000 |
| 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 | $167,333 |
| 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 | $2,000,000 |
| 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 | $106,544 |
| THE UNIVERSITY OF CHICAGO | ||||||
| 1126 EAST 59TH STREET | CHICAGO | IL | 60637 | 509(A)(1) | DR. HECKMAN RESEARCH STUDY SUPP | $300,000 |
| TRUSTEES FOR HARVARD UNIVERSITY | ||||||
| 1033 MASSACHUSETTS AVE STE 3 | CAMBRIDGE | MA | 02138 | 509(A)(1) | NSCDC OPERATING & FORUM SUPPORT | $700,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | ||||||
| 622 WEST 113TH STREET | NEW YORK | NY | 10025 | 509(A)(1) | COMPARATIVE CHILD & FAMILY POLICY CONFERENCE SUPPORT | $5,000 |
| UNIVERSITY OF NEBRASKA MED CTR MONROE MEYER INSTITUTE | ||||||
| 600 S 4ND ST | OMAHA | NE | 68198 | 509(A)(1) | EDUCARE LOCAL EVALUATION SUPPORT | $156,126 |
| UNIVERSITY OF NEBRASKA MED CTR MONROE MEYER INSTITUTE | ||||||
| 600 S 4ND ST | OMAHA | NE | 68198 | 509(A)(1) | BUILDING BRIGHT FUTURES EVALUATION SUPPORT | $142,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 18787801 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (7 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 500 | MILWAUKEE | WI | 53201 | 509(A)(1) | EDUCARE LOCAL EVALUATION SUPPORT | $46,764 |
| BRAZELTON TOUCHPOINTS CENTER | ||||||
| 1295 BOYLSTON ST STE 320 | BOSTON | MA | 02215 | 509(A)(1) | TRIBAL TOUCHPOINTS EARLY HEAD START INITIATIVE | $1,060,000 |
| BRAZELTON TOUCHPOINTS CENTER | ||||||
| 1295 BOYLSTON ST STE 320 | BOSTON | MA | 02215 | 509(A)(1) | BOUNCE/BTC COLLABORATION PROJECT | $60,000 |
| COLLEGE OF SAINT MARY | ||||||
| 7000 MERCY ROAD | OMAHA | NE | 68106 | 509(A)(1) | CHILD CARE ASSOCIATES EARLY CHILDHOOD PROGRAMS | $72,000 |
| ERIKSON INSTITUTE-CHICAGO IL | ||||||
| 451 NORTH LASALLE STREET | CHICAGO | IL | 606544510 | 509(A)(1) | DISTANCE LEARNING GRANT, GENERAL SUPPORT | $147,169 |
| FIGHT CRIMEINVEST IN KIDS-WASHINGTON DC | ||||||
| 1212 NEW YORK AVENUE STE 300 | WASHINGTON | DC | 20005 | 509(A)(1) | MISSION READINESS PROGRAM | $300,000 |
| THE UNIVERSITY OF CHICAGO | ||||||
| 1126 EAST 59TH STREET | CAMBRIDGE | IL | 60637 | 509(A)(1) | DR. HECKMAN RESEARCH STUDY SUPP | $239,995 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 1925928 | 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 | $13,441 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$193,926 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$180,485 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -180485 | 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 | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|
| 1 | THE SHERWOOD FOUNDATION | 3555 FARNAM STREET | OMAHA | NE | 68131 | 4984299 | X |
| 2 | THE SHERWOOD FOUNDATION | 3555 FARNAM STREET | OMAHA | NE | 68131 | 5083072 | X |
| 3 | THE SHERWOOD FOUNDATION | 3555 FARNAM STREET | OMAHA | NE | 68131 | 4953760 | X |
| 4 | THE SHERWOOD FOUNDATION | 3555 FARNAM STREET | OMAHA | NE | 68131 | 5231884 | X |
Noncash Property NoncashProperty (4 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 66,096 SHARES OF BERKSHIRE HATHAWAY CLASS B STOCK | 4984299 | 2010-02-01 |
| 2 | 64,976 SHARES OF BERKSHIRE HATHAWAY CLASS B STOCK | 5083072 | 2010-05-10 |
| 3 | 62,857 SHARES OF BERKSHIRE HATHAWAY CLASS B STOCK | 4953760 | 2010-07-01 |
| 4 | 62,755 SHARES OF BERKSHIRE HATHAWAY CLASS B STOCK | 5231884 | 2010-10-15 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $7,940 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 7940 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (2 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 | 1931 | 200DB | 5.000000000000 | 297 | 0 |
| OFFICE EQUIPMENT | 2010-10-19 | 2772 | 200DB | 5.000000000000 | 1254 | 0 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (2 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2674 | 2228 | 446 | 0 |
| OFFICE EQUIPMENT | 2772 | 1254 | 1518 | 0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $32,851 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 32851 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| POSTAGE | 3867 | 0 | 3867 |
| MISCELLANEOUS | 4504 | 0 | 4504 |
| OFFICE SUPPLIES | 6800 | 0 | 6800 |
| UTILITIES | 1441 | 0 | 1441 |
| REPAIR & MAINTENANCE | 2271 | 0 | 2271 |
| TELEPHONE | 19421 | 0 | 19421 |
| INSURANCE | 1318 | 0 | 1318 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ARCHITECTURAL | $13,500 | 0 | 13500 |
| OTHER PROFESSIONAL | $2,682 | 0 | 2682 |
| MARKETING, BRANDING | $1,967 | 0 | 1967 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PAYROLL TAXES | $34,142 | 0 | 34142 |
| EXCISE TAXES | $169,080 | 0 | 0 |