HIRSCHFELD FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HIRSCHFELD FAMILY FOUNDATION INC (EIN 47-0762188)
- Tax period
- 2020-09-01 to 2021-08-31
- Filed
- 2022-01-14
- IRS object ID
- 202220149349100407
- Schema version
- 2020v4.1
- 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
- Applied To Prior Year Election
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-14T14:06:11-06:00 | ReturnTs |
| Tax Period End | 2021-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD 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 | 2020-09-01 | 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 | 2022-01-15 | 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 | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $258,368,401 | 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 | $1,235 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,235 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,406,748 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,406,748 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,715,546 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $46,854,588 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,715,546 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $19,123,529 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,123,529 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $90,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $67,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,474 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,619 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,855 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,365 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,841 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,524 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $757,614 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $757,614 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $335,363 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,600 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,551 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,947 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $737 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,210 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $620 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $320 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $300 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,208,383 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $803,231 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $89,940 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,611,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,611,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,819,683 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $803,231 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,701,240 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,303,846 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,320,298 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $133,360 | CashBOYAmt |
| Cash EOY | $186,077 | CashEOYAmt |
| Cash EOYFMV | $186,077 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $19,869,287 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,243,155 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,243,155 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $84,091,090 | CorporateStockBOYAmt |
| Corporate Stock EOY | $103,967,723 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $249,939,169 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $104,093,737 | TotalAssetsBOYAmt |
| Total Assets EOY | $112,396,955 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $258,368,401 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $627 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $627 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $35,843 | CapitalStockBOYAmt |
| Capital Stock EOY | $35,843 | CapitalStockEOYAmt |
| Retained Earning BOY | $104,057,266 | RetainedEarningBOYAmt |
| Retained Earning EOY | $112,361,112 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $104,093,109 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $112,396,955 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $104,093,736 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $112,396,955 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $104,093,109 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,303,846 | ExcessRevenueOverExpensesAmt |
| Subtotal | $112,396,955 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $112,396,955 | 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 | 2021-08-31 | SoldDt |
| Gross Sales Price | $46,854,588 | GrossSalesPriceAmt |
| Cost Or Other Basis | $29,139,042 | CostOrOtherBasisAmt |
| Gain Or Loss | $17,715,546 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $17,715,546 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,715,546 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $254,652 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $254,652 | SubtotalAmt |
| Tax Based On Investment Income | $254,652 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $341,607 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $341,607 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $86,955 | OverpaymentAmt |
| Applied To ES Tax | $86,955 | 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 | Yes (true) | 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 | $4,000 | $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 | $757,614 | 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 | $218,781,726 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,404,533 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $231,186,259 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $231,186,259 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,467,794 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $227,718,465 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,385,923 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,385,923 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $254,652 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $254,652 | TotalTaxAmt |
| Distributable Before Adj | $11,131,271 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,131,271 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,131,271 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,701,240 | 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 | $9,701,240 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,701,240 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,131,271 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $9,285,328 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $50,710 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,701,240 | QualifyingDistributionsAmt |
| Applied To Year1 | $9,285,328 | AppliedToYear1Amt |
| Applied To Prior Years | $50,710 | AppliedToPriorYearsAmt |
| Applied To Current Year | $365,202 | 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 | $10,766,069 | 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 (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Kearney Tennis Association | ||||||||
| 3807 Avenue N | Kearney | NE | 68847 | none | PC | Tennis Center | $500,000 | |
| Steinauer Community Foundation | ||||||||
| 215 Main Street | Steinauer | NE | 68441 | none | PC | Capital Improvements | $5,000 | |
| CHI Health Good Samaritan Foundation | ||||||||
| 115 West 32nd Street | Kearney | NE | 68847 | none | PC | Capital Improvements | $500,000 | |
| City of Kearney | ||||||||
| 18 East 22nd Street | Kearney | NE | 68847 | none | GOV | Equipment | $17,000 | |
| Hot Meals | ||||||||
| 22 West 56th Street Suite 107 | Kearney | NE | 68847 | none | PC | Equipment | $85,000 | |
| Hands of Compassion | ||||||||
| 20800 Poppy St NW | Oak Grove | MN | 55303 | none | PC | Capital Improvements | $500,000 | |
| Bravehearts Equine Assisted Psychotherapy & Learn | ||||||||
| 3135 West 22nd Street | Kearney | NE | 68845 | none | PC | Programming | $20,000 | |
| Kearney Area Animal Shelter | ||||||||
| 3205 Highway 30 | Kearney | NE | 68845 | none | PC | Operations | $100,000 | |
| 23Club Baseball | ||||||||
| PO Box 1185 | Scottsbluff | NE | 69363 | none | PC | Capital Improvements | $50,000 | |
| Mosaic in Axtell | ||||||||
| 1044 23 RD 67 | Axtell | NE | 68924 | none | PC | Operations | $100,000 | |
| University of Nebraska Foundation | ||||||||
| 214 W 39th St | Kearney | NE | 68845 | none | PC | Tennis Center | $1,000,000 | |
| American Red Cross | ||||||||
| 520 West 48th St | Kearney | NE | 68845 | none | PC | Equipment | $35,000 | |
| Kearney Area Community Foundation | ||||||||
| 412 W 48th 12 | Kearney | NE | 68845 | none | PC | Capital Improvements | $100,000 | |
| Kearney Area Community Foundation | ||||||||
| 412 W 48th 12 | Kearney | NE | 68845 | none | PC | Programming | $25,000 | |
| Succeed Inc | ||||||||
| PO Box 587 | Chappell | NE | 69129 | none | PC | Capital Improvements | $15,000 | |
| CHI Health Good Samaritan Foundation | ||||||||
| 115 West 32nd Street | Kearney | NE | 68847 | none | PC | Wellness Center | $750,000 | |
| Crane River | ||||||||
| 12 East 22nd Street | Kearney | NE | 68847 | none | PC | Programming | $10,800 | |
| Madonna Foundation | ||||||||
| 5401 South Street | Lincoln | NE | 68506 | none | PC | Capital Improvements | $75,000 | |
| Bryan Foundation | ||||||||
| 1600 S 48th St | Lincoln | NE | 68506 | none | PC | Scholarships | $40,000 | |
| Assure Women's Center | ||||||||
| 6510 Sorensen Pkwy | Omaha | NE | 68152 | none | PC | Programming | $25,000 | |
| Girl Scouts Spirit | ||||||||
| 2412 Hwy 30 East Suite 1 | Kearney | NE | 68847 | none | PC | Capital Improvements | $10,000 | |
| Camden Hills State Park | ||||||||
| 280 Belfast Rd | Camden | ME | 04843 | none | PC | Capital Improvements | $30,000 | |
| CHI Health Good Samaritan Foundation | ||||||||
| 115 West 32nd Street | Kearney | NE | 68847 | none | PC | CT/PET Scan | $2,300,000 | PO BOX 1293 |
| City of Kearney | ||||||||
| 18 East 22nd Street | Kearney | NE | 68847 | none | GOV | Police scanner | $77,000 | |
| Angels Among Us | ||||||||
| 3858 Jonest Street Ste A | Omaha | NE | 68105 | none | PC | Programming | $5,000 | |
| CHI Health Good Samaritan Foundation | ||||||||
| 115 West 32nd Street | Kearney | NE | 68847 | none | PC | Cath Lab | $2,200,000 | |
| Hastings Literacy Program | ||||||||
| 123 Marian Road | Hastings | NE | 68901 | none | PC | Programming | $1,500 | |
| City of Kearney | ||||||||
| 18 East 22nd Street | Kearney | NE | 68847 | none | GOV | Tennis Center | $1,000,000 | |
| Funk School | ||||||||
| 301 Main Street | Funk | NE | 68940 | none | PC | CAPITAL IMPROVEMENTS | $10,000 | |
| Bethlehem House | ||||||||
| 2301 S 15th Street | Omaha | NE | 68108 | none | PC | PROGRAMMING | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,611,300 | 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 | $1,235 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,406,748 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,715,546 | 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 | $19,123,529 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,123,529 | 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 | $15,365 | Amt |
| Net Investment Income | $3,841 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,524 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | NAME: HIRSCHFELD FAMILY FOUNDATION, INC. EIN: 47-0762188 ADDRESS: PO BOX 456, KEARNEY, NE 68848 TAX YEAR ENDING: 08/31/2021 PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING 08/31/2019. | ElectionDesc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WILLIAM BLAIR STOCKS | $103,967,723 | $249,939,169 |
| WILLIAM BLAIR MUTUAL FUNDS | $0 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,474 | LegalFeesAmt |
| Net Investment Income | $1,619 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,855 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES AND FEES | $320 | $320 | |
| WEBSITE EXPENSE | $300 | $300 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MONEY MANAGEMENT FEES | CategoryTxt |
| Amt | $757,614 | Amt |
| Net Investment Income | $757,614 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $15,416 | $15,416 | |
| FEDERAL INCOME TAX | $315,213 | ||
| PAYROLL TAX | $4,734 | $1,184 | $3,551 |
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