CABELA FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CABELA FAMILY FOUNDATION (EIN 47-0833542)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-13
- IRS object ID
- 202101339349103550
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-13T19:34:34-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470833542 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cabela Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BRIDGES TRUST | InCareOfNm |
| Business Name Control | CABE | BusinessNameControlTxt |
| Phone | 4023938300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 542021 | AddressLine1Txt |
| City | Omaha | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY CABELA | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 4024737600 | PhoneNum |
| Signature | 2021-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARY | PersonFirstNm |
| Person Last | CABELA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIN TYNON | PreparerPersonNm |
| PTIN | P01063388 | 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 | $19,717,410 | 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 | $100,568 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $100,568 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $87,751 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,751 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$39,488 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,695,553 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $148,831 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $188,319 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $14,257 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,128 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,129 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,780 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,890 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,890 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,958 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,242 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $238,723 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,037 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $215,686 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $273,718 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,297 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $237,705 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $941,480 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $941,480 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,215,198 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,297 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,179,185 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,066,367 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $153,022 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $205,500 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $200,407 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $200,407 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $11,843,668 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,392,401 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,392,401 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $7,124,602 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,124,602 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,124,602 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $19,173,770 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,717,410 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,717,410 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $331 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $396 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $331 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $396 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $19,173,439 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,717,014 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,173,439 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,717,014 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,173,770 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,717,410 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,173,439 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,066,367 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,609,942 | OtherIncreasesAmt |
| Subtotal | $19,717,014 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $19,717,014 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| BRIDGES TRUST COMPANY | 2020-01-01 | 2020-12-31 | $39,758 | $83,459 | -$43,701 | -$43,701 | |
| BRIDGES TRUST COMPANY | 2019-01-01 | 2020-12-31 | $1,615,854 | $1,651,582 | -$35,728 | -$35,728 | |
| CAPITAL GAIN DIVIDENDS | $39,941 | P | |||||
| CAPITAL GAIN DIVIDENDS | $39,941 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$39,488 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,127 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,127 | SubtotalAmt |
| Tax Based On Investment Income | $2,127 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,861 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $11,861 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $9,734 | OverpaymentAmt |
| Applied To ES Tax | $9,734 | 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 | BRIDGES TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4023938300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 542021 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| TERESA D WOLFF | ||||||||
| PO BOX 542021 | Omaha | NE | 68154 | VICE PRESIDENT/SECRETARY | 1.0 | $0 | $0 | $0 |
| MARY A CABELA | ||||||||
| PO BOX 542021 | Omaha | NE | 68154 | PRESIDENT/TREASURER | 1.0 | $0 | $0 | $0 |
| RICHARD J CABELA | ||||||||
| PO BOX 542021 | Omaha | NE | 68154 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| DANIEL M CABELA | ||||||||
| PO BOX 542021 | Omaha | NE | 68154 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| DAVID M CABELA | ||||||||
| PO BOX 542021 | Omaha | NE | 68154 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|
| CONSERVATIVE FILM COMPANY | ||||||||||
| PERRIERI OFFICE STES C2-302 LVL 3 B | LA CROISETTE | GRAND BAIE | MP | 30517 | PUBLIC RELATIONS | $136,989 | ||||
| IVAN CARTER WILDLIFE CONSERVATION ALLIAN | ||||||||||
| PUBLIC RELATIONS | $63,700 | 17 S MAGNOLIA AVE | ORLANDO | FL | 32801 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| 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 | $11,395,011 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $200,669 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,595,680 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,595,680 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $173,935 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,421,745 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $571,087 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $571,087 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,127 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,127 | TotalTaxAmt |
| Distributable Before Adj | $568,960 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $568,960 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $568,960 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,179,185 | 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 | $1,179,185 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,179,185 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $568,960 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $320,301 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $500,971 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $628,479 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $989,693 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $438,034 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,877,478 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,179,185 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $568,960 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $610,225 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,487,703 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $320,301 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,167,402 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $500,971 | ExcessFromYear4Amt |
| Excess From Year3 | $628,479 | ExcessFromYear3Amt |
| Excess From Year2 | $989,693 | ExcessFromYear2Amt |
| Excess From Year1 | $438,034 | ExcessFromYear1Amt |
| Excess From Current Year | $610,225 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARY A CABELA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNITED STATE SPORTSMEN'S ALLIANCE FOUNDATION | |||||||
| 801 KINGSMILL PARKWAY | COLUMBUS | OH | 432291137 | NONE | PC | GENERAL | $100,000 |
| REGIS UNIVERSITY | |||||||
| 3333 REGIS BOULEVARD B-16 | DENVER | CO | 80221 | NONE | PC | GENERAL | $100,000 |
| ST PATRICKS CHURCH | |||||||
| PO BOX 99 1039 14TH AVENUE | SIDNEY | NE | 69162 | NONE | PC | GENERAL | $70,000 |
| HOLY SPIRIT CATHOLIC CHURCH | |||||||
| 2801 WEST E STREET | NORTH PLATTE | NE | 69101 | NONE | PC | GENERAL | $55,000 |
| ST LUKE'S CATHOLIC CHURCH | |||||||
| 417 EAST 3RD STREET | OGALLALA | NE | 69153 | NONE | PC | GENERAL | $65,000 |
| CHURCH OF THE HOLY GHOST | |||||||
| 1900 CALIFORNIA STREET | DENVER | CO | 80202 | NONE | PC | GENERAL | $55,000 |
| ST ANTHONY HEALTH FOUNDATION | |||||||
| 11600 W 2ND PL | LAKEWOOD | CO | 80228 | NONE | PC | GENERAL | $100,000 |
| NATIONAL RIFLE ASSOCIATION | |||||||
| 11250 WAPLES MILL ROAD | FAIRFAX | VA | 22030 | NONE | PC | GENERAL | $50,000 |
| IVAN CARTER WILDLIFE CONSERVATION ALLIANCE | |||||||
| 17 S MAGNOLIA AVE | ORLANDO | FL | 32801 | NONE | PC | GENERAL | $211,480 |
| KIDS OUTDOOR ZONE | |||||||
| 9508 CHISHOLM TRAIL | AUSTIN | TX | 78748 | NONE | PC | GENERAL | $10,000 |
| TURNING POINT USA | |||||||
| 4940 EAST BEVERLY ROAD | PHOENIX | AZ | 85044 | NONE | PC | GENERAL | $25,000 |
| WILD SHEEP FOUNDATION | |||||||
| 412 PRONGHORN TRAIL | BOZEMAN | MT | 59718 | NONE | PC | GENERAL | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $941,480 | 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 | $100,568 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $87,751 | 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 | -$39,488 | 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 | $148,831 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $148,831 | 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 | $5,780 | Amt |
| Net Investment Income | $2,890 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,890 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BRIDGES TRUST-MONEY MARKET | FMV | $317,558 | $317,558 |
| BRIDGES TRUST-BONDS | FMV | $2,459,804 | $2,459,804 |
| BRIDGES TRUST - FIXED INC FUND | FMV | $411,398 | $411,398 |
| BRIDGES TRUST-COMMON STOCK | FMV | $5,524,883 | $5,524,883 |
| BRIDGES TRUST-EQUITY FUNDS | FMV | $3,678,758 | $3,678,758 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $14,257 | LegalFeesAmt |
| Net Investment Income | $7,128 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,129 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REMAINDER INT. IN REAL ESTATE | Desc |
| BOY Book Value | $7,124,602 | BOYBookValueAmt |
| EOY Book Value | $7,124,602 | EOYBookValueAmt |
| EOYFMV | $7,124,602 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $23,004 | $23,004 | |
| ADVERTISING | $215,653 | $215,653 | |
| POSTAGE | $66 | $33 | $33 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME - WESTWOOD TOTAL RETURN | Desc |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK TO TAX DIFFERENCE ON INVESTMENTS | $1,609,942 |
| -BOOK/TAX DIFFERENCE ON INVEST INC | $0 |
| -UNREALIZED GAIN ON INVESTMENTS | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $12,000 | Amt |
| Disbursements Charitable Prps | $12,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $2,242 | $2,242 |
| EXCISE TAXES | $716 |
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