BETA

CABELA FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CABELA FAMILY FOUNDATION (EIN 47-0833542)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-10
IRS object ID
202223149349102702
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-10T13:59:33-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FORVIS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11248 O STREET STE 1040AddressLine1Txt
CityLINCOLNCityNm
State AbbreviationNEStateAbbreviationCd
ZIP685081461ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN470833542EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Cabela Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% BRIDGES TRUSTInCareOfNm
Business Name ControlCABEBusinessNameControlTxt
Phone4023938300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 542021AddressLine1Txt
CityOmahaCityNm
State AbbreviationNEStateAbbreviationCd
ZIP68154ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID CABELAPersonNm
Person TitleOFFICER/DIRECTORPersonTitleTxt
Phone4024737600PhoneNum
Signature2022-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastCABELAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKRISTIN TYNONPreparerPersonNm
PTINP01063388PTIN
Phone4024737600PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$20,058,953FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$73,357InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$73,357InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$136,450DividendsRevAndExpnssAmt
Dividends Net Invst Incm$136,450DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$922,288NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,606,363GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$922,288CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,132,095TotalRevAndExpnssAmt
Total Net Invst Incm$1,132,095TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$16,144LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$8,072LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$8,072LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,505AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,753AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,752AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$9,156TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,156TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$7,187TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$7,187TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$907,458OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$26,680OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$880,778OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$943,450TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$40,661TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$897,789TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$750,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$750,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,693,450TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$40,661TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,647,789TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$561,355ExcessRevenueOverExpensesAmt
Net Investment Income$1,091,434NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$200,407SavAndTempCashInvstBOYAmt
Other Investments BOY$12,392,401OtherInvestmentsBOYAmt
Other Investments EOY$12,934,351OtherInvestmentsEOYAmt
Other Investments EOYFMV$12,934,351OtherInvestmentsEOYFMVAmt
Other Assets BOY$7,124,602OtherAssetsBOYAmt
Other Assets EOY$7,124,602OtherAssetsEOYAmt
Other Assets EOYFMV$7,124,602OtherAssetsEOYFMVAmt
Total Assets BOY$19,717,410TotalAssetsBOYAmt
Total Assets EOY$20,058,953TotalAssetsEOYAmt
Total Assets EOYFMV$20,058,953TotalAssetsEOYFMVAmt
Accounts Payable BOY$396AccountsPayableBOYAmt
Accounts Payable EOY$2,141AccountsPayableEOYAmt
Total Liabilities BOY$396TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,141TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$19,717,014RetainedEarningBOYAmt
Retained Earning EOY$20,056,812RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$19,717,014TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$20,056,812TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$19,717,410TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$20,058,953TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$19,717,014TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$561,355ExcessRevenueOverExpensesAmt
Other Increases$901,153OtherIncreasesAmt
Subtotal$20,056,812SubtotalAmt
Tot Net Ast Or Fund Balances EOY$20,056,812TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
BRIDGES TRUST COMPANY2021-01-012021-12-31$2,839$2,788$51$51
BRIDGES TRUST COMPANY2020-01-012021-12-31$2,422,564$1,681,287$741,277$741,277
CAPITAL GAIN DIVIDENDS$180,960P
CAPITAL GAIN DIVIDENDS$180,960P
FieldValueIRS element (for citing)
Capital Gain Net Income$922,288CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$15,171InvestmentIncomeExciseTaxAmt
Subtotal$15,171SubtotalAmt
Tax Based On Investment Income$15,171TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$14,734EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$4,500ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$19,234TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$4,063OverpaymentAmt
Applied To ES Tax$4,063AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BRIDGES TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4023938300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 542021AddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP68154ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TERESA D WOLFF
PO BOX 542021OmahaNE68154VICE PRESIDENT/SECRETARY1.0$0$0$0
MARY A CABELA
PO BOX 542021OmahaNE68154PRESIDENT/TREASURER1.0$0$0$0
RICHARD J CABELA
PO BOX 542021OmahaNE68154VICE PRESIDENT1.0$0$0$0
DANIEL M CABELA
PO BOX 542021OmahaNE68154DIRECTOR1.0$0$0$0
DAVID M CABELA
PO BOX 542021OmahaNE68154DIRECTOR1.0$0$0$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description112 CHEETAHS - RESCUE AND RELOCATION EFFORTS FOR CHEETAHS.Description1Txt
Expenses1$586,690Expenses1Amt
Description224 LIONS - RESCUE AND RELOCATION EFFORTS FOR LIONS.Description2Txt
Expenses2$200,544Expenses2Amt
Description3HARD TRUTHS - DOCU-SERIES ABOUT ANIMAL AND WILDLIFE CONSERVATION.Description3Txt
Expenses3$52,499Expenses3Amt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,579,301AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$100,186AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,679,487TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,679,487AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$190,192CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,489,295NetVlNoncharitableAssetsAmt
Minimum Investment Return$624,465MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$624,465MinimumInvestmentReturnAmt
Tax Based On Investment Income$15,171TaxBasedOnInvestmentIncomeAmt
Total Tax$15,171TotalTaxAmt
Distributable Before Adj$609,294DistributableBeforeAdjAmt
Distributable Before Ded$609,294DistributableBeforeDedAmt
Distributable As Adjusted$609,294DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,647,789ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,647,789QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$609,294DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$500,971ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$628,479ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$989,693ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$438,034ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$610,225ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,167,402TotalExcessDistributionCyovAmt
Qualifying Distributions$1,647,789QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$609,294AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,038,495RemainingDistriFromCorpusAmt
Total Corpus$4,205,897TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$500,971ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,704,926ExcessDistriCyovToNextYrAmt
Excess From Year4$628,479ExcessFromYear4Amt
Excess From Year3$989,693ExcessFromYear3Amt
Excess From Year2$438,034ExcessFromYear2Amt
Excess From Year1$610,225ExcessFromYear1Amt
Excess From Current Year$1,038,495ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARY A CABELAContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UNITED STATES SPORTSMEN'S ALLIANCE FOUNDATION
801 KINGSMILL PARKWAYCOLUMBUSOH432291137NONEPCGENERAL$120,000
REGIS UNIVERSITY
3333 REGIS BOULEVARD B-16DENVERCO80221NONEPCGENERAL$100,000
ST PATRICKS CHURCH
PO BOX 99 1039 14TH AVENUESIDNEYNE69162NONEPCGENERAL$70,000
HOLY SPIRIT CATHOLIC CHURCH
2801 WEST E STREETNORTH PLATTENE69101NONEPCGENERAL$55,000
ST LUKE'S CATHOLIC CHURCH
417 EAST 3RD STREETOGALLALANE69153NONEPCGENERAL$65,000
CHURCH OF THE HOLY GHOST
1900 CALIFORNIA STREETDENVERCO80202NONEPCGENERAL$55,000
ST ANTHONY HEALTH FOUNDATION
11600 W 2ND PLLAKEWOODCO80228NONEPCGENERAL$100,000
NATIONAL RIFLE ASSOCIATION
11250 WAPLES MILL ROADFAIRFAXVA22030NONEPCGENERAL$50,000
KIDS OUTDOOR ZONE
9508 CHISHOLM TRAILAUSTINTX78748NONEPCGENERAL$10,000
WILD SHEEP FOUNDATION
412 PRONGHORN TRAILBOZEMANMT59718NONEPCGENERAL$100,000
MODERN HUNTSMAN MEDIA LLC
1300 S POLK ST STE 270DALLASTX75224NONEGENERAL$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$750,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$73,357ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$136,450ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$922,288ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,132,095ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,132,095TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,505Amt
Net Investment Income$1,753NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,752DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BRIDGES TRUST-MONEY MARKETFMV$1,017,247$1,017,247
BRIDGES TRUST-BONDSFMV$2,091,132$2,091,132
BRIDGES TRUST-FIXED INC FUNDFMV$392,567$392,567
BRIDGES TRUST-COMMON STOCKFMV$5,927,590$5,927,590
BRIDGES TRUST-EQUITY FUNDSFMV$3,505,815$3,505,815

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$16,144LegalFeesAmt
Net Investment Income$8,072NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,072DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescREMAINDER INT. IN REAL ESTATEDesc
BOY Book Value$7,124,602BOYBookValueAmt
EOY Book Value$7,124,602EOYBookValueAmt
EOYFMV$7,124,602EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$26,680$26,680
WEBSITE REDEVELOPMENT EXPENSES$9,985$9,985
SOCIAL MEDIA$31,060$31,060
******************************
PROGRAM - 12 CHEETAHS
ANIMAL RELOCATION$477,473$477,473
FILMING & OTHER COSTS$26,713$26,713
HELICOPTER EXPENSES$31,736$31,736
SOCIAL MEDIA$50,768$50,768
******************************
PROGRAM - 24 LIONS
ANIMAL RELOCATION$151,480$151,480
FILMING & OTHER COSTS$4,064$4,064
HELICOPTER EXPENSE$45,000$45,000
******************************
PROGRAM - HARD TRUTHS$52,499$52,499

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOME - WESTWOOD TOTAL RETURNDesc

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (3 entries)

DescDescAmtAmt
BOOK TO TAX DIFFERENCE ON INVESTMENTS$901,153
-BOOK/TAX DIFFERENCE ON INVEST INC$0
-UNREALIZED GAIN ON INVESTMENTS$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$4,156$4,156
EXCISE TAXES$5,000

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