HOLLAND FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HOLLAND FOUNDATION (EIN 47-0804949)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-27
- IRS object ID
- 202041189349100709
- Schema version
- 2019v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-27T12:51:39-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | MARY A HOLLAND | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4023975500 | PhoneNum |
| Signature | 2020-04-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANET OSBORN | PreparerPersonNm |
| PTIN | P00283478 | PTIN |
| Phone | 4023911065 | PhoneNum |
| Preparation | 2020-04-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.39.121.17 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-04-09 | IPDt |
| IP Tm | 08:43:14 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E42D35AFFC4B8486EBF33C21A9442638C981DE2C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BE7E1F4A19253C02290C831713869C6362F1FCE4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $134,409,815 | 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 | $33,187 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $239,844 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $239,844 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $72,770 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,770 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,250,836 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,708,720 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,250,836 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,596,637 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,563,450 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $310,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $310,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $154,873 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $154,873 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,699 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,699 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,177 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $19,177 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $73,475 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $22,392 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $166 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $7,200 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $7,200 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,133 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21,133 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $591,723 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $540,474 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,847,407 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,847,407 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $26,439,130 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,387,881 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,842,493 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,563,450 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,240,348 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $428,475 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $428,475 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $127,785,691 | CorporateStockBOYAmt |
| Corporate Stock EOY | $122,698,710 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $122,698,710 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $14,129,161 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,282,552 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,282,552 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,356 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,278 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $244 | LandBOYAmt |
| Land EOY | $78 | LandEOYAmt |
| Land EOYFMV | $78 | LandEOYFMVAmt |
| Total Assets BOY | $143,155,444 | TotalAssetsBOYAmt |
| Total Assets EOY | $134,409,815 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $134,409,815 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $23,657 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $12,303 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $23,657 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,303 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $143,131,787 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $134,397,512 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $143,131,787 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $134,397,512 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $143,155,444 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $134,409,815 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $143,131,787 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,842,493 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15,108,218 | OtherIncreasesAmt |
| Subtotal | $134,397,512 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $134,397,512 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| CDS | P | $996,000 | $996,000 | $0 | $0 | ||
| CDS | P | $9,462,000 | $9,461,881 | $119 | $119 | ||
| LEGG MASON | P | $3 | $3 | $0 | $0 | 2013-01-18 | 2019-08-16 |
| CAPITAL GAINS DIVIDENDS | P | $2,250,717 | $2,250,717 | $2,250,717 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,250,836 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $18,485,018 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $136,242,809 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.135677 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $20,462,103 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $75,369,543 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.271490 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $64,152,702 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $113,237,063 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.566534 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,004,207 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $141,941,231 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.063436 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $19,127,335 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $141,997,176 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.134702 | DistributionYr5Rt |
| Total Distribution | 1.171839 | TotalDistributionRt |
| Average Distribution | 0.234368 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $129,549,369 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $30,362,227 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $25,635 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $30,387,862 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $26,387,881 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $51,269 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $51,269 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $51,269 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $56,399 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $56,399 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $99 | EsPenaltyAmt |
| Overpayment | $5,031 | OverpaymentAmt |
| Applied To ES Tax | $5,031 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | 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 (7 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 | SECRETARY | 1.00 | $10,000 | $0 | $0 |
| WALLACE R WEITZ | ||||||||
| 1125 SO 103RD ST 600 | OMAHA | NE | 68124 | DIRECTOR | 1.00 | $10,000 | $0 | $0 |
| GERALD HOBERMAN | ||||||||
| 8405 INDIAN HILLS DRIVE 2A7 | OMAHA | NE | 68114 | DIRECTOR | 1.00 | $10,000 | $0 | $0 |
| KATHRYN A WEITZ | ||||||||
| 1610 SOUTH 91 AVENUE | OMAHA | NE | 68124 | DIRECTOR | 1.00 | $10,000 | $0 | $0 |
| BARBARA H KRAL | ||||||||
| 68-1122 NORTH KANIKU DRIVE 313 | KAMUELA | HI | 96743 | DIRECTOR | 1.00 | $10,000 | $0 | $0 |
| MARY A HOLLAND | ||||||||
| 726 N 56TH STREET | OMAHA | NE | 68132 | PRESIDENT | 40.00 | $250,000 | $0 | $0 |
| NANCY CHRISTIE | ||||||||
| 9500 BELLA TERRA DRIVE | FORT WORTH | TX | 76126 | DIRECTOR | 1.00 | $10,000 | $0 | $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 | $131,155,810 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $366,392 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $131,522,202 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $131,522,202 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,972,833 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $129,549,369 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,477,468 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,477,468 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $51,269 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $51,269 | TotalTaxAmt |
| Distributable Before Adj | $6,426,199 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,426,199 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,426,199 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,387,881 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $26,387,881 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $26,387,881 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,426,199 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $12,056,048 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,973,497 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $58,517,881 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,857,454 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,751,492 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $101,156,372 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,387,881 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,426,199 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,961,682 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $121,118,054 | 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 | $12,056,048 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $109,062,006 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,973,497 | ExcessFromYear4Amt |
| Excess From Year3 | $58,517,881 | ExcessFromYear3Amt |
| Excess From Year2 | $16,857,454 | ExcessFromYear2Amt |
| Excess From Year1 | $11,751,492 | ExcessFromYear1Amt |
| Excess From Current Year | $19,961,682 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARY ANN HOLLAND | 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 (75 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 100 BLACK MEN OF OMAHA INC | |||||||
| 2221 N 24TH STREET | OMAHA | NE | 68110 | N/A | PC | OPERATING | $25,000 |
| ACLU NEBRASKA CHAPTER | |||||||
| 134 S 13TH ST 1010 | LINCOLN | NE | 68508 | N/A | PC | OPERATING | $100,000 |
| AMERICAN MIDWEST BALLET | |||||||
| PO BOX 6413 | OMAHA | NE | 68106 | N/A | PC | OPERATING | $110,000 |
| AMERICAN RED CROSS | |||||||
| 2912 S 80TH STREET | OMAHA | NE | 68124 | N/A | PC | OPERATING | $50,000 |
| AUTISM ACTION PARTNERSHIP | |||||||
| 10110 NICHOLAS ST 202 | OMAHA | NE | 68114 | N/A | PC | OPERATING | $1,500 |
| BELLEVUE UNIVERSITY | |||||||
| 1000 GALVIN ROAD SOUTH | BELLEVUE | NE | 68005 | N/A | PC | OPERATING | $25,000 |
| BLUE BARN THEATRE | |||||||
| 614 S 11TH ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $65,000 |
| CANCER CARE SERVICES | |||||||
| 623 S HENDERSON ST | FORT WORTH | TX | 76104 | N/A | PC | OPERATING | $25,000 |
| CENTER FOR RURAL AFFAIRS | |||||||
| PO BOX 136 | LYONS | NE | 68038 | N/A | PC | OPERATING | $50,000 |
| CENTRAL HIGH SCHOOL FOUNDATION | |||||||
| 1823 HARNEY ST SUITE 203 | OMAHA | NE | 68102 | N/A | PC | OPERATING | $348,259 |
| CHILD SAVING INSTITUTE | |||||||
| 4545 DODGE ST | OMAHA | NE | 68130 | N/A | PC | OPERATING | $50,000 |
| CHILDREN'S HOSPITAL AND MEDICAL CENTER | |||||||
| 8200 DODGE ST | OMAHA | NE | 68114 | N/A | PC | OPERATING | $125,000 |
| CIVIC NEBRASKA | |||||||
| 1111 LINCOLN MALL SUITE 350 | LINCOLN | NE | 68508 | N/A | PC | OPERATING | $100,000 |
| COLLECTIVE FOR YOUTH | |||||||
| 105 N 31ST AVE 103 | OMAHA | NE | 68131 | N/A | PC | OPERATING | $25,000 |
| COLLEGE OF SAINT MARY | |||||||
| 7000 MERCY RD | OMAHA | NE | 68106 | N/A | PC | OPERATING | $941,781 |
| CRCC | |||||||
| 2010 N 88TH ST | OMAHA | NE | 68134 | N/A | PC | OPERATING | $100,000 |
| DOWNTOWN RIVERFRONT TRUST | |||||||
| 10050 REGENCY CIRCLE 101 | OMAHA | NE | 68114 | N/A | PC | OPERATING | $1,017,069 |
| DURHAM MUSEUM | |||||||
| 801 S 10TH ST | OMAHA | NE | 68108 | N/A | PC | OPERATING | $25,000 |
| EMPOWERMENT NETWORK | |||||||
| 2401 LAKE ST 110 | OMAHA | NE | 68111 | N/A | PC | OPERATING | $50,000 |
| FATHER FLANAGAN'S BOYS HOME | |||||||
| 14100 CRAWFORD ST | BOYS TOWN | NE | 68010 | N/A | PC | OPERATING | $1,000,000 |
| FILM STREAMS | |||||||
| 1340 MIKE FAHEY ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $75,000 |
| FIRST RESPONDERS FOUNDATION | |||||||
| 2800 S 110TH CT | OMAHA | NE | 68144 | N/A | PC | OPERATING | $2,500 |
| FONTENELLE FOREST | |||||||
| 111 N BELLEVUE BLVD | BELLEVUE | NE | 68005 | N/A | PC | OPERATING | $69,500 |
| GIRLS INC OF OMAHA | |||||||
| 2811 NORTH 45TH ST | OMAHA | NE | 68104 | N/A | PC | OPERATING | $60,000 |
| HAWAII PERFORMING ARTS FESTIVAL | |||||||
| 65-1692 KOHALA MOUNTAIN ROAD | WAIMEA | HI | 96743 | N/A | PC | OPERATING | $35,000 |
| HAWAII WILDLIFE CENTER | |||||||
| 53-324 LIGHTHOUSE RD BOX 551752 | KAPAAU | HI | 96755 | N/A | PC | OPERATING | $50,000 |
| HEARTLAND WORKERS CENTER | |||||||
| 4923 S 24TH ST 301 | OMAHA | NE | 68107 | N/A | PC | OPERATING | $50,000 |
| HOLLAND CHILDREN'S INSTITUTE | |||||||
| 1700 FARNAM STREET SUITE 1090 | OMAHA | NE | 68102 | N/A | PC | OPERATING | $310,319 |
| IMMIGRANT LEGAL CENTER | |||||||
| 4223 CENTER ST | OMAHA | NE | 68105 | N/A | PC | OPERATING | $100,000 |
| INCLUSIVE COMMUNITIES | |||||||
| 6001 DODGE ST 122 | OMAHA | NE | 68182 | N/A | PC | OPERATING | $100,000 |
| JOSLYN ART MUSEUM | |||||||
| 2200 DODGE ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $664,511 |
| KAHILU THEATRE FOUNDATION | |||||||
| 67-1186 LINDSEY RD | WAIMEA | HI | 96743 | N/A | PC | OPERATING | $10,000 |
| KANEKO | |||||||
| 1111 JONES ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $40,000 |
| KIDS CAN COMMUNITY CENTER | |||||||
| 4860 Q ST | OMAHA | NE | 68117 | N/A | PC | OPERATING | $50,000 |
| LADDER ALLIANCE | |||||||
| 1100 HEMPHILL ST 302 | FORT WORTH | TX | 76104 | N/A | PC | OPERATING | $10,000 |
| LEGAL AID OF NEBRASKA | |||||||
| 209 S 19TH ST 200 | OMAHA | NE | 68102 | N/A | PC | OPERATING | $50,000 |
| LENA POPE HOME INC | |||||||
| 3200 SANGUINET ST | FORT WORTH | TX | 76107 | N/A | PC | OPERATING | $25,000 |
| MENTOR NEBRASKA | |||||||
| 6173 CENTER ST | OMAHA | NE | 68106 | N/A | PC | OPERATING | $40,000 |
| METROPOLITAN COMMUNITY COLLEGE FOUNDATION | |||||||
| PO BOX 3777 | OMAHA | NE | 68103 | N/A | PC | OPERATING | $69,135 |
| NATURE CONSERVANCY | |||||||
| 1007 LEAVENWORTH ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $100,000 |
| NEBRASKA APPLESEED | |||||||
| 941 O ST STE 920 | LINCOLN | NE | 68508 | N/A | PC | OPERATING | $250,000 |
| NEBRASKA COALITION FOR LIFESAVING CURES | |||||||
| 900 SOUTH 74TH PLAZA STE 301 | OMAHA | NE | 68114 | N/A | PC | OPERATING | $60,000 |
| NEBRASKA SHAKESPEARE FESTIVAL | |||||||
| 2500 CALIFORNIA PLZ | OMAHA | NE | 68178 | N/A | PC | OPERATING | $10,000 |
| NEBRASKA STATE EDUCATION ASSOCIATION | |||||||
| 605 S 14TH ST | LINCOLN | NE | 68508 | N/A | PC | OPERATING | $5,000 |
| NO MORE EMPTY POTS | |||||||
| 8511 N 30TH ST | OMAHA | NE | 68112 | N/A | PC | OPERATING | $50,000 |
| NONPROFIT ASSOCIATION OF THE MIDLANDS | |||||||
| 11205 WRIGHT CIR 210 | OMAHA | NE | 68144 | N/A | PC | OPERATING | $20,000 |
| NORTHSTAR FOUNDATION | |||||||
| PO BOX 4817 | OMAHA | NE | 68104 | N/A | PC | OPERATING | $910,992 |
| OMAHA AREA YOUTH ORCHESTRA | |||||||
| 1905 HARNEY ST 401B | OMAHA | NE | 68102 | N/A | PC | OPERATING | $8,500 |
| OMAHA CHILDREN'S MUSEUM | |||||||
| 500 S 20TH ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $42,287 |
| OMAHA CONSERVATORY OF MUSIC | |||||||
| 3504 SOUTH 108TH ST | OMAHA | NE | 68144 | N/A | PC | OPERATING | $75,000 |
| OMAHA PERFORMING ARTS SOCIETY | |||||||
| 1200 DOUGLAS ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $180,617 |
| OMAHA PUBLIC LIBRARY | |||||||
| 9101 W DODGE RD | OMAHA | NE | 68114 | N/A | PC | OPERATING | $50,000 |
| OMAHA PUBLIC SCHOOLS FOUNDATION | |||||||
| 3215 CUMING ST | OMAHA | NE | 68131 | N/A | PC | OPERATING | $500,000 |
| OMAHA SHELTER FOR HOMELESS TRUST | |||||||
| 1702 NICHOLAS ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $500,569 |
| OMAHA SYMPHONY | |||||||
| 1004 FARNAM ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $8,422,465 |
| OMAHA THEATRE COMPANY | |||||||
| 2001 FARNAM ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $216,900 |
| ONE WORLD COMMUNITY HEALTH CENTERS | |||||||
| 4910 S 30TH ST | OMAHA | NE | 68107 | N/A | PC | OPERATING | $100,000 |
| OPEN SKY POLICY INSTITUTE | |||||||
| 1201 O ST 10 | LINCOLN | NE | 68508 | N/A | PC | OPERATING | $50,000 |
| OPERA OMAHA | |||||||
| 1850 FARNAM ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $1,469,637 |
| PARTNERSHIP FOR OUR KIDS | |||||||
| 1004 FARNAM ST STE 200 | OMAHA | NE | 68102 | N/A | PC | OPERATING | $910,262 |
| PHOENIX ACADEMY | |||||||
| 1110 N 66TH ST | OMAHA | NE | 68132 | N/A | PC | OPERATING | $5,000 |
| PLANNED PARENTHOOD GREATER TEXAS INC | |||||||
| 7424 GREENVILLE AVENUE SUITE 206 | DALLAS | TX | 75231 | N/A | PC | OPERATING | $25,000 |
| SAFE HAVEN TRANSITIONAL SHELTER | |||||||
| 2101 S 42ND ST | OMAHA | NE | 68105 | N/A | PC | OPERATING | $10,000 |
| SALVATION ARMY | |||||||
| 2525 DODGE ST | OMAHA | NE | 68131 | N/A | PC | OPERATING | $50,000 |
| SAVING GRACE PERISHABLE FOOD BANK | |||||||
| 4611 S 96TH ST 112 | OMAHA | NE | 68127 | N/A | PC | OPERATING | $40,000 |
| TERRANT AREA FOOD BANK | |||||||
| 2600 CULLEN ST | FORT WORTH | TX | 76107 | N/A | PC | OPERATING | $5,000 |
| THE JET AWARD | |||||||
| 11711 ARBOR ST | OMAHA | NE | 68144 | N/A | PC | OPERATING | $10,000 |
| TRI-FAITH INITIATIVE | |||||||
| PO BOX 31344 | OMAHA | NE | 68131 | N/A | PC | OPERATING | $1,031,101 |
| TRINITY EPISCOPAL CATHEDRAL | |||||||
| 113 N 18TH ST 4903 | OMAHA | NE | 68102 | N/A | PC | OPERATING | $25,000 |
| UNION FOR CONTEMPORARY ART | |||||||
| 2417 BURDETTE ST | OMAHA | NE | 68111 | N/A | PC | OPERATING | $100,000 |
| UNITED WAY | |||||||
| 1805 HARNEY ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $100,000 |
| UNIVERSITY OF NE FOUNDATION | |||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | N/A | PC | OPERATING | $2,947,536 |
| VOICES FOR CHILDREN | |||||||
| 7521 MAIN ST STE 103 | RALSTON | NE | 68127 | N/A | PC | OPERATING | $26,000 |
| WILLA CATHER FOUNDATION | |||||||
| 413 N WEBSTER ST 2466 | RED CLOUD | NE | 68970 | N/A | PC | OPERATING | $250,001 |
| WOMEN'S FUND OF GREATER OMAHA | |||||||
| 1111 N 13TH ST 106 | OMAHA | NE | 68102 | N/A | PC | OPERATING | $1,245,966 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,847,407 | 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 | $239,844 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,770 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,250,836 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,563,450 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,563,450 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD D HOLLAND REVOCABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $33,187 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $19,177 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,177 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| OFFICE FURNITURE | 2012-03-31 | $472 | $461 | 200DB | 7.000000000000 | $11 | $0 |
| LASER PRINTER | 2012-05-31 | $321 | $321 | 200DB | 5.000000000000 | $0 | $0 |
| BLACK/WHITE PRINTER | 2012-06-30 | $214 | $214 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER | 2015-04-23 | $1,349 | $1,116 | 200DB | 5.000000000000 | $155 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | RBC - BONDS & CDS | BondNm |
| EOY Book Value | $11,282,552 | EOYBookValueAmt |
| EOYFMV | $11,282,552 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WEITZ PARTNERS PARTNERS III FUND | $23,359,630 | $23,359,630 |
| RBC - BERKSHIRE HATHAWAY STOCK | $84,133,929 | $84,133,929 |
| WEITZ SHORT DURATION FUND | $2,966,090 | $2,966,090 |
| WEITZ PARTNERS VALUE FUND | $12,239,061 | $12,239,061 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE FURNITURE | $472 | $472 | $0 |
| LASER PRINTER | $321 | $321 | $0 |
| BLACK/WHITE PRINTER | $214 | $214 | $0 |
| COMPUTER | $1,349 | $1,271 | $78 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,699 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,699 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $10,166 | $0 | $10,166 |
| OFFICE EXPENSE | $4,749 | $0 | $4,749 |
| DUES | $700 | $0 | $700 |
| TRAVEL | $5,518 | $0 | $5,518 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED APPRECIATION | Desc |
| Amt | $15,108,218 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL WITHHOLDING | Desc |
| BOY Book Value | $23,657 | BOYBookValueAmt |
| EOY Book Value | $12,303 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| RICHARD D HOLLAND REV TRUST | |||
| 808 CONAGRA DRIVE SUITE 200 | OMAHA | NE | 68102 |
| ESTATE OF RICHARD D HOLLAND | |||
| 808 CONAGRA DRIVE SUITE 200 | OMAHA | NE | 68102 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES-CURRENT YR | $50,000 | $0 | $0 |
| PAYROLL TAXES | $22,392 | $0 | $22,392 |
| FEDERAL EXCISE TAXES-PRIOR YR BALANCE DUE | $1,083 | $0 | $0 |
Comments