HIRSCHFELD FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HIRSCHFELD FAMILY FOUNDATION INC (EIN 47-0762188)
- Tax period
- 2023-09-01 to 2024-08-31
- Filed
- 2024-12-03
- IRS object ID
- 202443389349100104
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-03T09:26:52+00:00 | ReturnTs |
| Tax Period End | 2024-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1248 O Street Ste 1040 | AddressLine1Txt |
| City | Lincoln | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 685081461 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470762188 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hirschfeld Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIRS | BusinessNameControlTxt |
| Phone | 3082343927 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 456 | AddressLine1Txt |
| City | Kearney | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68848 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Christie | PersonNm |
| Person Title | Heacock | PersonTitleTxt |
| Phone | 3082343927 | PhoneNum |
| Signature | 2024-12-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jason Bombeck | PreparerPersonNm |
| PTIN | P00393463 | PTIN |
| Phone | 4024737600 | PhoneNum |
| Preparation | 2025-01-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $241,659,902 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $13,124 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,124 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,174,370 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,174,370 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,236,343 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,336,889 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,236,343 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $7,423,837 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,423,837 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $104,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $26,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $78,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,034 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,008 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,026 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,830 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,958 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,872 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $856,485 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $856,485 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,390 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,348 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $4,042 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $3,714 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $928 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,786 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $660 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $660 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,015,113 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $889,727 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $100,386 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,430,584 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,430,584 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,445,697 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $889,727 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,530,970 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,021,860 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,534,110 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $238,140 | CashBOYAmt |
| Cash EOY | $98,882 | CashEOYAmt |
| Cash EOYFMV | $98,882 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,953,569 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,188,553 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,188,553 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $87,869,482 | CorporateStockBOYAmt |
| Corporate Stock EOY | $78,751,857 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $230,372,467 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $93,061,191 | TotalAssetsBOYAmt |
| Total Assets EOY | $90,039,292 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $241,659,902 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $599 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $560 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $599 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $560 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $35,843 | CapitalStockBOYAmt |
| Capital Stock EOY | $35,843 | CapitalStockEOYAmt |
| Retained Earning BOY | $93,024,749 | RetainedEarningBOYAmt |
| Retained Earning EOY | $90,002,889 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $93,060,592 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $90,038,732 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $93,061,191 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $90,039,292 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $93,060,592 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,021,860 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $90,038,732 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $90,038,732 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SEE EXHITIBIT 1 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Sold | 2024-08-31 | SoldDt |
| Gross Sales Price | $31,336,889 | GrossSalesPriceAmt |
| Cost Or Other Basis | $26,100,546 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,236,343 | GainOrLossAmt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $5,236,343 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,236,343 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $90,824 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $90,824 | SubtotalAmt |
| Tax Based On Investment Income | $90,824 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $70,875 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $70,875 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $19,949 | TaxDueAmt |
| Refund | $0 | 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 |
| Website Address | n/a | WebsiteAddressTxt |
| Individual With Books | CHRISTIE HEACOCK | IndividualWithBooksNm |
| Phone | 3082382480 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 456 | AddressLine1Txt |
| City | KEARNEY | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68848 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DANIEL J HIRSCHFELD | ||||||||
| PO Box 456 | Kearney | NE | 68848 | PRESIDENT | 5.000 | $4,000 | $0 | $0 |
| DAVID J HIRSCHFELD | ||||||||
| PO Box 456 | Kearney | NE | 68848 | DIRECTOR | 5.000 | $4,000 | $0 | $0 |
| LETITIA A SPENCER | ||||||||
| PO Box 456 | Kearney | NE | 68848 | SECRETARY | 5.000 | $4,000 | $0 | $0 |
| BENJAMIN G HIRSCHFELD | ||||||||
| PO Box 456 | Kearney | NE | 68848 | TREASURER | 5.000 | $4,000 | $0 | $0 |
| CHRISTIE HEACOCK | ||||||||
| PO Box 456 | Kearney | NE | 68848 | MANAGING DIRECTOR | 15.000 | $73,000 | $0 | $0 |
| DAVID SPENCER | ||||||||
| PO Box 456 | Kearney | NE | 68848 | DIRECTOR | 5.000 | $3,000 | $0 | $0 |
| TAMI HIRSCHFELD | ||||||||
| PO Box 456 | Kearney | NE | 68848 | DIRECTOR | 5.000 | $3,000 | $0 | $0 |
| HANNAH LEWIS | ||||||||
| PO Box 456 | Kearney | NE | 68848 | DIRECTOR | 5.000 | $3,000 | $0 | $0 |
| MARY RACKLEY | ||||||||
| PO Box 456 | Kearney | NE | 68848 | DIRECTOR | 5.000 | $3,000 | $0 | $0 |
| LILLIAN SCHERR | ||||||||
| PO Box 456 | Kearney | NE | 68848 | DIRECTOR | 5.000 | $3,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM BLAIR & CO LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 WEST ADAMS ST | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $856,485 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $218,772,934 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,130,371 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $226,903,305 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $226,903,305 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,403,550 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $223,499,755 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,174,988 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,174,988 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $90,824 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $90,824 | TotalTaxAmt |
| Distributable Before Adj | $11,084,164 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,084,164 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,084,164 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,530,970 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $9,530,970 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,084,164 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $9,379,549 | UndistributedIncomePYAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,530,970 | QualifyingDistributionsAmt |
| Applied To Year1 | $9,379,549 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $151,421 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $10,932,743 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Daniel J Hirschfeld President | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHRISTIE HEACOCK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 456 | AddressLine1Txt |
| City | KEARNEY | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68848 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3082382480 | RecipientPhoneNum |
| Form And Info And Materials | STANDARD APPLICATION FORM AVAILABLE FROM THE FOUNDATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS TO TAX-EXEMPT ORGANIZATIONS AS DEFINED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| American Red Cross | ||||||||
| 520 West 48th St | KEARNEY | NE | 68845 | NONE | PC | Equipment | $37,500 | |
| Angels Among Us | ||||||||
| 3858 Jones St Suite A | OMAHA | NE | 68105 | NONE | PC | Programming | $10,000 | |
| Bags of Fun Omaha | ||||||||
| 3406 N 190th Plaza | ELKHORN | NE | 68022 | NONE | PC | Programming | $11,250 | |
| Bright Lights | ||||||||
| 5561 S 48th St STE 220 | Lincoln | NE | 68516 | NONE | PC | Programming | $3,000 | |
| Care Corps LifeHouse | ||||||||
| 723 N Broad St | Fremont | NE | 68025 | NONE | PC | Programming | $3,000 | |
| Center for Legal Immigration Assistance | ||||||||
| 3047 N 70TH ST | LINCOLN | NE | 68507 | NONE | PC | Programming | $15,000 | |
| Chariots4Hope Inc | ||||||||
| 4778 S 162nd Ave | OMAHA | NE | 68135 | NONE | PC | Programming | $20,000 | |
| Chase County Community Hospital Foundation | ||||||||
| PO BOX 819 | IMPERIAL | NE | 69033 | NONE | PC | Equipment | $25,000 | |
| Cherry County Hospital Foundation | ||||||||
| PO BOX 228 | VALENTINE | NE | 69201 | NONE | PC | Equipment | $10,000 | |
| CHI Health Good Samaritan Foundation | ||||||||
| 115 West 32nd Street | KEARNEY | NE | 68847 | NONE | PC | Equipment | $2,000,000 | |
| City of Kearney | ||||||||
| 18 East 22nd Street | KEARNEY | NE | 68847 | NONE | GOV | Equipment | $328,000 | |
| City of Kearney | ||||||||
| 18 East 22nd Street | KEARNEY | NE | 68847 | NONE | GOV | Equipment | $250,000 | |
| Coastal Mountains Land Trust | ||||||||
| 101 Mt Battie St | CAMDEN | ME | 04843 | NONE | PC | Capital Improvements | $20,000 | |
| Crane River | ||||||||
| PO Box 2141 | KEARNEY | NE | 68848 | NONE | PC | Programming | $15,000 | |
| Crossroads Mission | ||||||||
| 1404 E 39th Street | KEARNEY | NE | 68847 | NONE | PC | Capital Improvements | $250,000 | |
| East Point Horspice | ||||||||
| c/o charlene stephenson 2511 E POIN | ALLIANCE | NE | 69301 | NONE | PC | Capital Improvements | $10,000 | T ACRES |
| Fillmore County Hospital Foundation | ||||||||
| 1900 F ST | GENEVA | NE | 68361 | NONE | PC | Capital Improvements | $25,000 | |
| Food Bank of Lincoln Foundation | ||||||||
| 1221 KING BIRD RD | LINCOLN | NE | 68521 | NONE | PC | Programming | $5,000 | |
| Foundation for Annie Jeffrey | ||||||||
| PO BOX 428 | OSCEOLA | NE | 68651 | NONE | PC | Equipment | $20,000 | |
| Foundation for Thayer Co Health Services | ||||||||
| PO Box 43 | HEBRON | NE | 68370 | NONE | PC | Equipment | $28,500 | |
| Franklin County Senior Citizen's Services Inc | ||||||||
| 621 15th Ave | Franklin | NE | 68939 | NONE | PC | Programming | $3,000 | |
| Fullerton's Future Inc | ||||||||
| 1020 N 3RD ST | FULLERTON | NE | 68638 | NONE | PC | Equipment | $15,000 | |
| Garden County Health Services Foundation | ||||||||
| 1100 W 2ND ST | OSHKOSH | NE | 69154 | NONE | PC | Capital Improvement | $20,192 | |
| Girl Scouts Spirit | ||||||||
| 2412 Hwy 30 East Suite 1 | KEARNEY | NE | 68847 | NONE | PC | Capital Improvements | $20,000 | |
| Hartington Creative Council | ||||||||
| PO BOX 427 | HARTINGTON | NE | 68739 | NONE | PC | Programming | $6,000 | |
| Hastings College Foundation | ||||||||
| 710 N Turner Ave | HASTINGS | NE | 68901 | NONE | PC | Capital Improvements | $100,000 | |
| Heartland Equine Therapeutic Riding Academy | ||||||||
| 10130 S 222ND ST | GRETNA | NE | 68028 | NONE | PC | Programming | $5,952 | |
| HelpCare Clinic | ||||||||
| 3015 Ave A | KEARNEY | NE | 68847 | NONE | PC | Equipment | $6,000 | |
| Hope Center for Kids | ||||||||
| 2200 N 20TH ST | OMAHA | NE | 68110 | NONE | PC | Programming | $10,000 | |
| Hot Meals | ||||||||
| 22 W 56th St | KEARNEY | NE | 68847 | NONE | PC | Capital Improvement | $1,750,000 | |
| Kearney Area Arts Council | ||||||||
| 28 Skyline Dr | KEARNEY | NE | 68845 | NONE | PC | Programming | $15,000 | |
| Kearney Area Community Foundation | ||||||||
| 412 W 48th 12 | KEARNEY | NE | 68845 | NONE | PC | Programming | $6,000 | |
| Kearney Catholic | ||||||||
| 4500 6th Ave | KEARNEY | NE | 68845 | NONE | PC | Capital Improvements | $500,000 | |
| Kearney Housing Development | ||||||||
| PO BOX 1236 | KEARNEY | NE | 68848 | NONE | PC | Operations | $11,176 | |
| Kearney Rescue Cats | ||||||||
| 713 W 29TH ST | KEARNEY | NE | 68845 | NONE | PC | Programming / Endowment | $80,000 | |
| Kearney Sustainable Housing | ||||||||
| 2224 CENTRAL AVE STE NS 1-6 | KEARNEY | NE | 68847 | NONE | PC | Capital Improvements | $200,000 | |
| Little Eagles Learning Center | ||||||||
| PO BOX 55 | OVERTON | NE | 68863 | NONE | PC | Capital Improvements | $25,000 | |
| Madonna Foundation | ||||||||
| 5401 South Street | LINCOLN | NE | 68506 | NONE | PC | Capital Improvements | $100,000 | |
| Malone Center | ||||||||
| PO BOX 80723 | LINCOLN | NE | 68501 | NONE | PC | Programming | $15,000 | |
| Malone Center | ||||||||
| PO BOX 80723 | LINCOLN | NE | 68501 | NONE | PC | CAPITAL IMPROVEMENTS | $250,000 | |
| McCook YMCA | ||||||||
| PO BOX 408 | MCCOOK | NE | 69001 | NONE | PC | Capital Improvements | $100,000 | |
| Mosaic in Axtell | ||||||||
| 1044 23 RD 67 | AXTELL | NE | 68924 | NONE | PC | Capital Improvements | $100,000 | |
| Museum of Nebraska Art | ||||||||
| 2401 Central Ave | KEARNEY | NE | 68847 | NONE | PC | Capital Improvements | $525,000 | |
| Museum of Nebraska Art | ||||||||
| 2401 Central Ave | KEARNEY | NE | 68847 | NONE | PC | Capital Improvements | $500,000 | |
| Nebraska Diaper Bank | ||||||||
| 9100 F St Suite 100 | OMAHA | NE | 68127 | NONE | PC | Programming | $30,000 | |
| Omaha Performing Arts | ||||||||
| 1200 Douglas | OMAHA | NE | 68102 | NONE | PC | Programming | $5,000 | |
| Omaha Symphony Association | ||||||||
| 1905 Harney St STE 400 | OMAHA | NE | 68102 | NONE | PC | Programming | $10,000 | |
| Oshkosh Water Tower | ||||||||
| PO BOX 602 | OSHKOSH | NE | 69154 | NONE | PC | Capital Improvements | $9,000 | |
| Third City Community Clinic | ||||||||
| 1107 N BROADWELL AVE | GRAND ISLAND | NE | 68803 | NONE | PC | Equipment / Programming | $10,474 | |
| Tri Valley Health | ||||||||
| 1305 HIGHWAY 6 34 | CAMBRIDGE | NE | 69022 | NONE | PC | Capital Improvements | $40,000 | |
| University of Nebraska Foundation | ||||||||
| 214 W 39th St | KEARNEY | NE | 68845 | NONE | PC | Capital Improvements | $1,000,000 | |
| Valley Performing Arts Theater (DBA Golden Husk) | ||||||||
| PO Box 40 | ORD | NE | 68862 | NONE | PC | Equipment | $21,975 | |
| Village of Emerson | ||||||||
| 511 N MAIN STREET | EMERSON | NE | 68733 | NONE | GOV | Capital Improvements / Operations | $54,565 | |
| Willa Cather Foundation | ||||||||
| 425 N Webster St | RED CLOUD | NE | 68970 | NONE | PC | Capital Improvements | $100,000 | |
| York College | ||||||||
| 1125 E 8th St | YORK | NE | 68467 | NONE | PC | Capital Improvements | $700,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,430,584 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,124 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,174,370 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,236,343 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,423,837 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,423,837 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,830 | Amt |
| Net Investment Income | $1,958 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,872 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WILLIAM BLAIR STOCKS | StockNm |
| EOY Book Value | $78,751,857 | EOYBookValueAmt |
| EOYFMV | $230,372,467 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,034 | LegalFeesAmt |
| Net Investment Income | $3,008 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,026 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WEBSITE EXPENSE | Desc |
| Revenue And Expenses Per Books | $660 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $660 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES PAYABLE | Desc |
| BOY Book Value | $599 | BOYBookValueAmt |
| EOY Book Value | $560 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MONEY MANAGEMENT FEES | CategoryTxt |
| Amt | $856,485 | Amt |
| Net Investment Income | $856,485 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAX | $5,390 | $1,348 | $4,042 |
| FEDERAL INCOME TAX | $25,000 |
Comments