HOLLAND FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HOLLAND FOUNDATION (EIN 47-0804949)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-28
- IRS object ID
- 202541189349101664
- Schema version
- 2024v5.1
- 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 Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-28T17:08:24-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470710889 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANCOCK & DANA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12829 WEST DODGE ROAD 100 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470804949 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOLLAND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOLL | BusinessNameControlTxt |
| Phone | 4025027622 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 808 CONAGRA DRIVE SUITE 200 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEB LOVE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4025027622 | PhoneNum |
| Signature | 2025-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BETH TYLER | PreparerPersonNm |
| PTIN | P01708893 | PTIN |
| Phone | 4023911065 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $71,843,461 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,370 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,370 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,064,601 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,064,601 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $451,014 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,774,302 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $451,014 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,516,985 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,516,985 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $286,822 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $286,822 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $7,203 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $7,203 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,501 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,501 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,429 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,429 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $29,897 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $13,597 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $7,200 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $7,200 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,105 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,105 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $372,157 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $355,857 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,727,071 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,727,071 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,099,228 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,082,928 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,582,243 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,516,985 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,390,399 | CashBOYAmt |
| Cash EOY | $469,109 | CashEOYAmt |
| Cash EOYFMV | $469,109 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $121 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $794 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $794 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $76,450,829 | CorporateStockBOYAmt |
| Corporate Stock EOY | $71,373,558 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $71,373,558 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,356 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,356 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $79,841,349 | TotalAssetsBOYAmt |
| Total Assets EOY | $71,843,461 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $71,843,461 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4,801 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,634 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,801 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,634 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $79,836,548 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $71,838,827 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $79,836,548 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $71,838,827 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $79,841,349 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $71,843,461 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $79,836,548 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,582,243 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,584,522 | OtherIncreasesAmt |
| Subtotal | $71,838,827 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $71,838,827 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 150,000 SHS WEITZ PTNRS VALUE INSTL | P | 2024-01-16 | $1,500,000 | $1,498,500 | $1,500 | $1,500 | |
| 125,125.125 SHS WEITZ PTNRS VALUE INSTL | P | 2024-04-26 | $1,250,000 | $1,250,011 | -$11 | -$11 | |
| 50,050.05 SHS WEITZ PTNRS VALUE INSTL | P | 2024-06-03 | $500,000 | $500,005 | -$5 | -$5 | |
| 200,000 SHS WEITZ PTNRS VALUE INSTL | P | 2024-11-11 | $2,000,000 | $1,998,042 | $1,958 | $1,958 | |
| 67 SHS BERKSHIRE HATHAWAY CLASS B | P | 2024-02-01 | $25,239 | $4,116 | $21,123 | $21,123 | 2016-08-09 |
| 755 SHS BERKSHIRE HATHAWAY CLASS B | P | 2024-05-01 | $300,484 | $46,382 | $254,102 | $254,102 | 2016-08-09 |
| 427 SHS BERKSHIRE HATHAWAY CLASS B | P | 2024-08-28 | $198,579 | $26,232 | $172,347 | $172,347 | 2016-08-09 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $451,014 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,086 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,086 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,086 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,556 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $21,556 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $470 | OverpaymentAmt |
| Applied To ES Tax | $470 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.THEHOLLANDFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | HANCOCK DANA PC | IndividualWithBooksNm |
| Phone | 4023911065 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12829 WEST DODGE RD | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS R PANSING | ||||||||
| 10250 REGENCY CIRCLE 300 | OMAHA | NE | 68114 | TREASURER & SECRETARY | 1.00 | $10,000 | $0 | $0 |
| WALLACE R WEITZ | ||||||||
| 1125 SO 103RD ST 200 | OMAHA | NE | 68124 | BOARD MEMBER | 1.00 | $10,000 | $0 | $0 |
| GERALD HOBERMAN | ||||||||
| 8405 INDIAN HILLS DRIVE 2A7 | OMAHA | NE | 68114 | BOARD MEMBER | 1.00 | $10,000 | $0 | $0 |
| KATHRYN A WEITZ | ||||||||
| 1610 SOUTH 91ST AVENUE | OMAHA | NE | 68124 | BOARD MEMBER | 1.00 | $10,000 | $0 | $0 |
| BARBARA H KRAL | ||||||||
| 28715 N MARSHALL GULCH CT | RIO VERDE | AZ | 85263 | VICE PRESIDENT | 1.00 | $10,000 | $0 | $0 |
| MARY A HOLLAND | ||||||||
| 726 N 56TH STREET | OMAHA | NE | 68132 | BOARD MEMBER | 1.00 | $10,000 | $0 | $0 |
| NANCY CHRISTIE | ||||||||
| 9500 BELLA TERRA DRIVE | FORT WORTH | TX | 76126 | VICE PRESIDENT | 1.00 | $10,000 | $0 | $0 |
| DEBRA J LOVE | ||||||||
| 808 CONAGRA DRIVE 200 | OMAHA | NE | 68102 | PRESIDENT | 40.00 | $216,822 | $7,203 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $74,672,615 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $840,044 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $75,512,659 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $75,512,659 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,132,690 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $74,379,969 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,718,998 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,718,998 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,086 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,086 | TotalTaxAmt |
| Distributable Before Adj | $3,697,912 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,697,912 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,697,912 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,082,928 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $21,082,928 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,697,912 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $19,961,682 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,302,909 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,096,487 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,735,149 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $27,492,158 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $86,588,385 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,082,928 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,697,912 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,385,016 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $103,973,401 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $19,961,682 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $84,011,719 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,302,909 | ExcessFromYear4Amt |
| Excess From Year3 | $13,096,487 | ExcessFromYear3Amt |
| Excess From Year2 | $11,735,149 | ExcessFromYear2Amt |
| Excess From Year1 | $27,492,158 | ExcessFromYear1Amt |
| Excess From Current Year | $17,385,016 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DEB LOVE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 808 CONAGRA DRIVE SUITE 200 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4025027622 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN DESCRIPTION OF THE ORGANIZATION AND PROJECT ALONG WITH FINANCIAL INFORMATION ON THE ORGANIZATION AND THE PROJECT. ALSO INCLUDE A STATEMENT OF BENEFITS DERIVED FROM THE GRANT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU NEBRASKA CHAPTER | |||||||
| 134 S 13TH ST 1010 | LINCOLN | NE | 68508 | N/A | PC | OPERATING | $275,000 |
| AMERICAN MIDWEST BALLET | |||||||
| PO BOX 6413 | OMAHA | NE | 68106 | N/A | PC | OPERATING | $260,000 |
| BEMIS CENTER FOR CONTEMPORARY ARTS | |||||||
| 724 S 12TH ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $135,000 |
| BLUE BARN THEATRE | |||||||
| 614 S 11TH ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $100,000 |
| BOULEVARD HEIGHTS & TRANSITION CENTER BOOSTER CLUB | |||||||
| 5100 EL CAMPO AVE | FORT WORTH | TX | 76107 | N/A | PC | OPERATING | $35,000 |
| CANCER CARE SERVICES | |||||||
| 623 S HENDERSON ST | FORT WORTH | TX | 76104 | N/A | PC | OPERATING | $25,000 |
| CENTER FOR TRANSFORMING LIVES | |||||||
| 512 WEST 4TH ST | FORT WORTH | TX | 76102 | N/A | PC | OPERATING | $20,000 |
| DURHAM MUSEUM | |||||||
| 801 S 10TH ST | OMAHA | NE | 68108 | N/A | PC | OPERATING | $125,000 |
| FOOD BANK FOR THE HEARTLAND | |||||||
| 10525 J ST | OMAHA | NE | 68127 | PC | OPERATING | $27,000 | |
| GALLERY 1516 | |||||||
| 1516 LEAVENWORTH ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $60,000 |
| GIRLS INC OF OMAHA | |||||||
| 2811 NORTH 45TH ST | OMAHA | NE | 68104 | N/A | PC | OPERATING | $85,000 |
| HAWAII PERFORMING ARTS FESTIVAL | |||||||
| 65-1692 KOHALA MOUNTAIN ROAD | WAIMEA | HI | 96743 | N/A | PC | OPERATING | $20,000 |
| HOLLAND CHILDREN'S INSTITUTE | |||||||
| 1111 13TH ST 414 | OMAHA | NE | 68102 | N/A | PC | OPERATING | $100,000 |
| IMMIGRANT LEGAL CENTER | |||||||
| 4223 CENTER ST | OMAHA | NE | 68105 | N/A | PC | OPERATING | $220,000 |
| KANEKO | |||||||
| 1111 JONES ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $75,000 |
| LAKE CUNNINGHAM DEVELOPMENT TRUST | |||||||
| 17950 BURT STREET | OMAHA | NE | 68118 | N/A | PC | OPERATING | $86,000 |
| LEGAL AID OF NEBRASKA | |||||||
| 209 S 19TH ST 200 | OMAHA | NE | 68102 | N/A | PC | OPERATING | $100,000 |
| LENA POPE HOME INC | |||||||
| 3200 SANGUINET ST | FORT WORTH | TX | 76107 | N/A | PC | OPERATING | $25,000 |
| NATURE CONSERVANCY | |||||||
| 1007 LEAVENWORTH ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $250,000 |
| NEBRASKA APPLESEED | |||||||
| 941 O ST STE 920 | LINCOLN | NE | 68508 | N/A | PC | OPERATING | $275,000 |
| NEBRASKA CHILDREN AND FAMILIES FOUNDATION | |||||||
| 215 CENTENNIAL MALL S 200 | LINCOLN | NE | 68508 | N/A | PC | OPERATING | $100,000 |
| NEBRASKA CULTURAL ENDOWMENT | |||||||
| 1004 FARNAM ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $150,000 |
| NORTHSTAR FOUNDATION | |||||||
| PO BOX 4817 | OMAHA | NE | 68104 | N/A | PC | OPERATING | $311,000 |
| OMAHA CONSERVATORY OF MUSIC | |||||||
| 3504 SOUTH 108TH ST | OMAHA | NE | 68144 | N/A | PC | OPERATING | $100,000 |
| OMAHA PERFORMING ARTS SOCIETY | |||||||
| 1200 DOUGLAS ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $8,543,333 |
| OMAHA SUMMER ARTS FESTIVAL | |||||||
| PO BOX 31036 | OMAHA | NE | 68131 | N/A | PC | OPERATING | $10,000 |
| OMAHA SYMPHONY | |||||||
| 1004 FARNAM ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $475,000 |
| OMAHA THEATER COMPANY | |||||||
| 2001 FARNAM ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $97,500 |
| ONE WORLD COMMUNITY HEALTH CENTERS | |||||||
| 4910 S 30TH ST | OMAHA | NE | 68107 | N/A | PC | OPERATING | $350,000 |
| OPERA OMAHA | |||||||
| 1850 FARNAM ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $3,079,538 |
| PARTNERSHIP 4 KIDS INC | |||||||
| 1004 FARNAM STREET STE 200 | OMAHA | NE | 68102 | N/A | PC | OPERATING | $700,000 |
| PLANNED PARENTHOOD GREATER TEXAS INC | |||||||
| 7424 GREENVILLE AVENUE SUITE 206 | DALLAS | TX | 75231 | N/A | PC | OPERATING | $20,000 |
| PLANNED PARENTHOOD NORTH CENTRAL STATES | |||||||
| 671 N VANDALIA STREET | ST PAUL | MN | 55114 | N/A | PC | OPERATING | $150,000 |
| PLANNED PARENTHOOD OF THE HEARTLAND | |||||||
| 3105 N 93RD ST | OMAHA | NE | 68134 | N/A | PC | OPERATING | $200,000 |
| PROJECT HARMONY | |||||||
| 11949 Q ST | OMAHA | NE | 68137 | N/A | PC | OPERATING | $500,000 |
| SAVING GRACE PERISHABLE FOOD BANK | |||||||
| 4611 S 96TH ST 112 | OMAHA | NE | 68127 | N/A | PC | OPERATING | $50,000 |
| UNIVERSITY OF NE FOUNDATION | |||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | N/A | PC | OPERATING | $3,517,700 |
| YATES FUND | |||||||
| 1125 S 103RD ST STE 200 | OMAHA | NE | 68124 | N/A | PC | OPERATING | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,727,071 | 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 | $1,370 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,064,601 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $451,014 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,516,985 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,516,985 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $15,429 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,429 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RBC - BERKSHIRE HATHAWAY STOCK | $51,306,879 | $51,306,879 |
| WEITZ SHORT DURATION FUND | $1,415,391 | $1,415,391 |
| WEITZ ULTRA SHORT | $18,651,288 | $18,651,288 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,501 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,501 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,242 | $0 | $1,242 |
| OFFICE EXPENSE | $1,549 | $0 | $1,549 |
| DUES | $300 | $0 | $300 |
| COMPUTER / INTERNET | $983 | $0 | $983 |
| TRAVEL | $14,031 | $0 | $14,031 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED APPRECIATION | Desc |
| Amt | $11,584,522 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL WITHHOLDING | Desc |
| BOY Book Value | $4,801 | BOYBookValueAmt |
| EOY Book Value | $4,634 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $13,597 | $0 | $13,597 |
| ESTIMATED TAX PAYMENTS | $16,300 | $0 | $0 |
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