HIRSCHFELD FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HIRSCHFELD FAMILY FOUNDATION INC (EIN 47-0762188)
- Tax period
- 2022-09-01 to 2023-08-31
- Filed
- 2023-12-20
- IRS object ID
- 202313549349100606
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments 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 | 2023-12-20T14:24:26-06:00 | ReturnTs |
| Tax Period End | 2023-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS 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 | 2022-09-01 | 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) |
|---|---|---|
| In Care Of | % CHRISTIE HEACOCK | InCareOfNm |
| 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 HEACOCK | PersonNm |
| Person Title | MANAGING DIRECTOR | PersonTitleTxt |
| Phone | 3082343927 | PhoneNum |
| Signature | 2023-01-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTIE | PersonFirstNm |
| Person Last | HEACOCK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON W BOMBECK | PreparerPersonNm |
| PTIN | P00393463 | PTIN |
| Phone | 4024737600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $214,970,825 | 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 | $56,853 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $56,853 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,845,593 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,845,493 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $984,438 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,810,356 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $984,438 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,886,884 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,886,784 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $88,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $66,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,931 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,483 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,448 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,320 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,830 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,490 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $727,066 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $727,066 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,013 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,503 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,510 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,022 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $756 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,266 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $660 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $660 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $842,012 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $755,638 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $86,374 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,283,342 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,283,342 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,125,354 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $755,638 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,369,716 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,238,470 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,131,146 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $85,830 | CashBOYAmt |
| Cash EOY | $238,140 | CashEOYAmt |
| Cash EOYFMV | $238,140 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $12,417,041 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,953,569 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,953,569 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $0 | AcctRcvblAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $89,796,191 | CorporateStockBOYAmt |
| Corporate Stock EOY | $87,869,482 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $209,779,116 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $102,299,062 | TotalAssetsBOYAmt |
| Total Assets EOY | $93,061,191 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $214,970,825 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $599 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $599 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $35,843 | CapitalStockBOYAmt |
| Capital Stock EOY | $35,843 | CapitalStockEOYAmt |
| Retained Earning BOY | $102,263,219 | RetainedEarningBOYAmt |
| Retained Earning EOY | $93,024,749 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $102,299,062 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $93,060,592 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $102,299,062 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $93,061,191 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $102,299,062 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,238,470 | ExcessRevenueOverExpensesAmt |
| Subtotal | $93,060,592 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $93,060,592 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SEE EXHIBIT 1 | PropertyDesc |
| Acquired | 2000-01-01 | AcquiredDt |
| Sold | 2023-08-31 | SoldDt |
| Gross Sales Price | $15,810,356 | GrossSalesPriceAmt |
| Cost Or Other Basis | $14,825,918 | CostOrOtherBasisAmt |
| Gain Or Loss | $984,438 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $984,438 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $984,438 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,623 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $29,623 | SubtotalAmt |
| Tax Based On Investment Income | $29,623 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $75,498 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $75,498 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $45,875 | OverpaymentAmt |
| Applied To ES Tax | $45,875 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTIE HEACOCK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (6 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, Treasurer | 5.0 | $4,000 | $0 | $0 |
| Monya A Hirschfeld | ||||||||
| PO Box 456 | Kearney | NE | 68848 | Secretary, Director | 5.0 | $2,000 | $0 | $0 |
| David J Hirschfeld | ||||||||
| PO Box 456 | Kearney | NE | 68848 | Vice President | 5.0 | $4,000 | $0 | $0 |
| Letitia A Spencer | ||||||||
| PO Box 456 | Kearney | NE | 68848 | Vice President | 5.0 | $4,000 | $0 | $0 |
| Benjamin G Hirschfeld | ||||||||
| PO Box 456 | Kearney | NE | 68848 | Vice President | 5.0 | $4,000 | $0 | $0 |
| Christie Heacock | ||||||||
| PO Box 456 | Kearney | NE | 68848 | Managing Director | 15.0 | $70,000 | $0 | $0 |
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 | $727,066 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $187,607,992 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,427,026 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $199,035,018 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $199,035,018 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,985,525 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $196,049,493 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,802,475 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,802,475 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,623 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,623 | TotalTaxAmt |
| Distributable Before Adj | $9,772,852 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,772,852 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,772,852 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,369,716 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $11,369,716 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,772,852 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $10,976,413 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,369,716 | QualifyingDistributionsAmt |
| Applied To Year1 | $10,976,413 | AppliedToYear1Amt |
| Applied To Current Year | $393,303 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $9,379,549 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL J HIRSCHFELD | ContributingManagerNm |
| Contributing Manager | MONYA A HIRSCHFELD | 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 (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Omaha Performing Arts | ||||||||
| 1200 Douglas | Omaha | NE | 68102 | none | PC | Programming | $5,000 | |
| Friends Program of Kearney | ||||||||
| 904 E 25th St Ste B | Kearney | NE | 68847 | none | PC | Programming | $6,000 | |
| Kearney Jubilee Center | ||||||||
| 1920 Central Ave | Kearney | NE | 68847 | none | PC | Operations | $100,000 | |
| American Red Cross | ||||||||
| 520 West 48th St | Kearney | NE | 68845 | none | PC | Programming | $35,000 | |
| Chariots4Hope Inc | ||||||||
| 4778 S 162nd Ave | Omaha | NE | 68135 | none | PC | Operations | $20,000 | |
| Central NE Humane Society | ||||||||
| 1312 Sky Park Rd | Grand Island | NE | 68801 | none | PC | Equipment | $16,422 | |
| Nebraska Youth Camp | ||||||||
| 65 Sweetwater Ave S | Kearney | NE | 68847 | none | PC | Capital Improvements | $13,000 | |
| HOPE - Esperanza | ||||||||
| 5258 E State Farm Rd | North Platte | NE | 69101 | none | PC | Programming | $25,000 | |
| Senior Citizen Program Inc | ||||||||
| 204 M St | Neligh | NE | 68756 | none | PC | Programming | $20,000 | |
| NE State Historical Foundation | ||||||||
| 128 N 13th St | Lincoln | NE | 68508 | none | PC | Capital Improvements | $75,000 | |
| Bags of Fun Omaha | ||||||||
| 3406 N 190th Plaza | Elkhorn | NE | 68022 | none | PC | Operations | $10,000 | |
| Fremont Area Veterans Coalition | ||||||||
| 819 Aberdeen Dr | Fremont | NE | 68025 | none | PC | Programming | $3,000 | |
| Crossroads Mission | ||||||||
| 1404 E 39th Street | Kearney | NE | 68847 | none | PC | Capital Improvements | $125,000 | |
| Camp Quality Heartland | ||||||||
| PO Box 24322 | Omaha | NE | 68124 | none | PC | Programming | $5,000 | |
| City of Kearney | ||||||||
| 18 East 22nd Street | Kearney | NE | 68847 | none | GOV | Capital Improvements | $200,000 | |
| Kearney Area Animal Shelter | ||||||||
| 3205 Highway 30 | Kearney | NE | 68845 | none | PC | Operations | $100,000 | |
| York College | ||||||||
| 1125 E 8th St | York | NE | 68467 | none | PC | Capital Improvements | $1,500,000 | |
| Omaha Symphony Association | ||||||||
| 1905 Harney St STE 400 | Omaha | NE | 68102 | none | PC | Programming | $10,000 | |
| Kearney Area Arts Council | ||||||||
| 28 Skyline Dr | Kearney | NE | 68845 | none | PC | Programming | $3,600 | |
| Tabitha Health Care | ||||||||
| 4720 Randolph Street | Lincoln | NE | 68510 | none | PC | Capital Improvements | $50,000 | |
| Family Advocacy Network | ||||||||
| PO Box 2498 | Kearney | NE | 68848 | none | PC | Capital Improvements | $1,000,000 | |
| HelpCare Clinic | ||||||||
| 3015 Ave A | Kearney | NE | 68847 | none | PC | Equipment | $5,000 | |
| Cedar County Historical Society | ||||||||
| 1094 Hwy 38 | Tipton | IA | 52772 | none | PC | Capital Improvements | $15,000 | PO BOX 1293 |
| Nebraska Diaper Bank | ||||||||
| 9100 F St Suite 100 | Omaha | NE | 68127 | none | PC | Operations | $20,000 | |
| City of Kearney | ||||||||
| 18 East 22nd Street | Kearney | NE | 68847 | none | GOV | Capital Improvements | $196,626 | |
| White Cane Foundation | ||||||||
| 2741 Katy Cir | Lincoln | NE | 68506 | none | PC | Programming | $25,000 | |
| Kearney Buffalo County CASA | ||||||||
| PO Box 2288 | Kearney | NE | 68848 | none | PC | Operations | $15,000 | |
| Kearney Area Community Foundation | ||||||||
| 412 W 48th 12 | Kearney | NE | 68845 | none | PC | Equipment | $13,000 | |
| NE State Historical Foundation | ||||||||
| 128 N 13th St | Lincoln | NE | 68508 | none | PC | Capital Improvements | $25,000 | |
| Platte Valley Literacy | ||||||||
| 3020 18th Street Box 3 Ste 4 | Columbus | NE | 68601 | none | PC | Programming | $5,000 | |
| Concordia University | ||||||||
| 800 N Columbia Ave | Seward | NE | 68434 | none | PC | Programming | $12,000 | |
| City of Kearney | ||||||||
| 18 East 22nd Street | Kearney | NE | 68847 | none | GOV | Equipment | $10,074 | |
| City of Kearney | ||||||||
| 18 East 22nd Street | Kearney | NE | 68847 | none | GOV | Equipment | $293,300 | |
| Crane River | ||||||||
| PO Box 2141 | Kearney | NE | 68848 | none | PC | Programming | $10,000 | |
| City of Kearney | ||||||||
| 18 East 22nd Street | Kearney | NE | 68847 | none | GOV | Equipment | $1,450,000 | |
| Foundation for Thayer Co Health Services | ||||||||
| PO Box 43 | Hebron | NE | 68370 | none | PC | Equipment | $12,000 | |
| Nebraska State Fair 1868 Foundation | ||||||||
| PO Box 80698 | Lincoln | NE | 68501 | none | PC | Operations | $15,000 | |
| City of Kearney | ||||||||
| 18 East 22nd Street | Kearney | NE | 68847 | none | GOV | Capital Improvements | $100,000 | |
| Lyonheart Equine Assisted Learning | ||||||||
| 3135 W 22nd St | Kearney | NE | 68845 | none | PC | Operations | $20,000 | |
| Museum of Nebraska Art | ||||||||
| 2401 Central Ave | Kearney | NE | 68847 | none | PC | Capital Improvements | $800,000 | |
| City of Kearney | ||||||||
| 18 East 22nd Street | Kearney | NE | 68847 | none | GOV | Equipment | $176,855 | |
| Dundy County Hospital Foundation | ||||||||
| 516 Chief St | Benkelman | NE | 69021 | none | PC | Capital Improvements | $20,000 | |
| Hastings College Foundation | ||||||||
| 710 N Turner Ave | Hastings | NE | 68901 | none | PC | Programming | $20,000 | |
| University of Nebraska Foundation | ||||||||
| 214 W 39th St | Kearney | NE | 68845 | none | PC | Research / Programming | $1,000,000 | |
| University of Nebraska Foundation | ||||||||
| 214 W 39th St | Kearney | NE | 68845 | none | PC | Research | $3,000,000 | |
| Kearney Area Community Foundation | ||||||||
| 412 W 48th 12 | Kearney | NE | 68845 | none | PC | Programming | $101,465 | |
| Dreamweaver Foundation | ||||||||
| Po Box 540033 | Omaha | NE | 68154 | none | PC | Programming | $10,000 | |
| Kearney Area Community Foundation | ||||||||
| 412 W 48th 12 | Kearney | NE | 68845 | none | PC | Operations | $25,000 | |
| CASA of NorthCentral NE | ||||||||
| PO Box 326 | Oneill | NE | 68763 | none | PC | Operations | $5,000 | |
| Camp Quality Heartland | ||||||||
| PO Box 24322 | Omaha | NE | 68124 | none | PC | Programming | $5,000 | |
| Collage Center | ||||||||
| 3000 2nd Avenue Suite 100 | Kearney | NE | 68847 | none | PC | Operations | $50,000 | |
| City of Kearney | ||||||||
| 18 East 22nd Street | Kearney | NE | 68847 | none | GOV | Equipment | $500,000 | |
| Buffalo County Historical Society | ||||||||
| 710 W 11th St | Kearney | NE | 68845 | none | PC | Programming | $6,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,283,342 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,853 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,845,593 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $984,438 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,886,884 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,886,884 | 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 | $7,320 | Amt |
| Net Investment Income | $1,830 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,490 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WILLIAM BLAIR STOCKS | StockNm |
| EOY Book Value | $87,869,482 | EOYBookValueAmt |
| EOYFMV | $209,779,116 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $9,931 | LegalFeesAmt |
| Net Investment Income | $2,483 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,448 | 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 | $0 | BOYBookValueAmt |
| EOY Book Value | $599 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MONEY MANAGEMENT FEES | CategoryTxt |
| Amt | $727,066 | Amt |
| Net Investment Income | $727,066 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAX | CategoryTxt |
| Amt | $6,013 | Amt |
| Net Investment Income | $1,503 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,510 | DisbursementsCharitablePrpsAmt |
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