ROBERT B DAUGHERTY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT B DAUGHERTY FOUNDATION (EIN 36-3766006)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201923189349103572
- Schema version
- 2018v3.1
- 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
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases 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 | 2019-11-14T15:41:01-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 1120 S 101ST ST STE 410 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 681241088 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363766006 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT B DAUGHERTY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOHN WILSON | InCareOfNm |
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 4029334663 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE VALMONT PLAZA Suite 202 | AddressLine1Txt |
| City | Omaha | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN K WILSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4029334663 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON W BOMBECK | PreparerPersonNm |
| PTIN | P00393463 | PTIN |
| Phone | 4023921040 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 47008520193185000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0E7399A28FD881DC69A22E95D82FF445051D5713 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8EF21EB42C986E70FB9C94A7E58774E2AB9F957E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $688,471,275 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $457,250 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $457,250 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,455,577 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,315,566 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $140,011 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $41,633,998 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $41,633,998 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,337,752 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,337,752 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $55,884,577 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $55,744,566 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $140,011 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $761,385 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $152,277 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $609,108 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $333,854 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $66,771 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $267,083 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $203,660 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $40,732 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $162,928 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,837 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $15,153 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,684 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,310 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $27,279 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,031 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,171,565 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,105,033 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $66,532 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $329,822 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $329,822 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $916,865 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $226,485 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $40,380 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $144,613 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $144,613 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $211,930 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $42,386 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $169,544 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,100,111 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,865,704 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $208,481 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,220,952 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,016,255 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,528,771 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,079,485 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,079,485 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,300,437 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,016,255 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,608,256 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,584,140 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,728,311 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $140,011 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,273,395 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,037,436 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,037,436 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $754,019,589 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $677,752,601 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $677,752,601 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,439,199 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,046,426 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $533,962 | LandBOYAmt |
| Land EOY | $392,773 | LandEOYAmt |
| Land EOYFMV | $392,773 | LandEOYFMVAmt |
| Other Assets BOY | $10,957,004 | OtherAssetsBOYAmt |
| Other Assets EOY | $288,465 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $288,465 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $773,783,950 | TotalAssetsBOYAmt |
| Total Assets EOY | $688,471,275 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $688,471,275 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $773,783,950 | UnrestrictedBOYAmt |
| Unrestricted EOY | $688,471,275 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $0 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $0 | TemporarilyRestrictedEOYAmt |
| Permanently Restricted BOY | $0 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $0 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $773,783,950 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $688,471,275 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $773,783,950 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $688,471,275 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $773,783,950 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,584,140 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,222,597 | OtherIncreasesAmt |
| Subtotal | $784,590,687 | SubtotalAmt |
| Other Decreases | $96,119,412 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $688,471,275 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | OTHER - DETAIL AVAILABLE UPON REQUEST | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gain Or Loss | $41,633,998 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $41,633,998 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $35,930,871 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $739,288,066 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048602 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $35,981,669 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $696,823,961 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051637 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $36,913,072 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $729,101,589 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050628 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $35,215,602 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $763,059,100 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046151 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $31,170,484 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $743,529,246 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041922 | DistributionYr5Rt |
| Total Distribution | 0.23894 | TotalDistributionRt |
| Average Distribution | 0.047788 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $748,475,158 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $35,768,131 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $437,283 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $36,205,414 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $38,608,256 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $437,283 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $437,283 | SubtotalAmt |
| Tax Based On Investment Income | $437,283 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $632,121 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $60,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $692,121 | TotalPaymentsAndCreditsAmt |
| Overpayment | $254,838 | OverpaymentAmt |
| Applied To ES Tax | $254,838 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN WILSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4029334663 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE VALMONT PLAZA SUITE 202 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | EI | ForeignCountryCd |
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 | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (7 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| J TIMOTHY DAUGHERTY | |||||||||
| ONE VALMONT PLAZA | 202 | Omaha | NE | 68154 | trustee | 1.0 | $35,000 | $0 | $0 |
| ROBERT DAUGHERTY III | |||||||||
| ONE VALMONT PLAZA | 202 | Omaha | NE | 68154 | TRUSTEE | 1.0 | $35,000 | $0 | $4,334 |
| F JOE DAUGHERTY | |||||||||
| ONE VALMONT PLAZA | 202 | Omaha | NE | 68154 | TRUSTEE | 1.0 | $35,000 | $0 | $0 |
| MOGENS BAY | |||||||||
| ONE VALMONT PLAZA | 202 | Omaha | NE | 68154 | TRUSTEE | 1.0 | $35,000 | $0 | $0 |
| KEN STINSON | |||||||||
| ONE VALMONT PLAZA | 202 | Omaha | NE | 68154 | TRUSTEE | 1.0 | $35,000 | $0 | $0 |
| JOHN K WILSON | |||||||||
| ONE VALMONT PLAZA | 202 | Omaha | NE | 68154 | EXECUTIVE DIRECTOR | 40.0 | $389,616 | $59,795 | $0 |
| KIMBERLY YUNGTUM | |||||||||
| ONE VALMONT PLAZA | 202 | Omaha | NE | 68154 | CHIEF GRANTS OFFICER | 40.0 | $196,769 | $44,358 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| REBECCA NADGWICK | ||||||||
| ONE VALMONT PLAZA | OMAHA | NE | 68154 | CONTROLLER/MANAGER | 40.0 | $122,895 | $35,379 | $0 |
| JOHN JARRETT | ||||||||
| ONE VALMONT PLAZA | OMAHA | NE | 68154 | ASSISTANT CONTROLLER | 40.0 | $60,642 | $11,678 | $0 |
| SARA SEMIN | ||||||||
| ONE VALMONT PLAZA | OMAHA | NE | 68154 | GRANTS RESEARCHER | 40.0 | $92,865 | $23,862 | $0 |
| LINDSAY SHANNON | ||||||||
| ONE VALMONT PLAZA | OMAHA | NE | 68154 | EXECUTIVE ASSISTANT | 40.0 | $57,452 | $24,539 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PRODIGY ASSET MANAGEMENT LLC | |||||
| 14100 CRAWFORD STREET | BOYS TOWN | NE | 68010 | INVESTMENT SERVICES | $1,179,043 |
| BNY Mellon NA | |||||
| PO BOX 223230 | PITTSBURGH | PA | 152512230 | investment services | $228,142 |
| MONDRIAN INVESTMENT GROUP INC | |||||
| 1105 N MARKET STREET SUITE 1118 | WILMINGTON | DE | 19801 | investment services | $174,985 |
| CONESTOGA CAPITAL ADVISORS | |||||
| 550 E SWEDESFORD ROAD SUITE 120 | WAYNE | PA | 19087 | investment services | $159,302 |
| J FALTER & ASSOCIATES | |||||
| 9227 PIONEERS COURT | LINCOLN | NE | 68520 | PROFESSIONAL SERVICE | $130,075 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 4 | 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 | $733,671,017 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,329,429 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,872,811 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $759,873,257 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $759,873,257 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,398,099 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $748,475,158 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,423,758 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,423,758 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $437,283 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $437,283 | TotalTaxAmt |
| Distributable Before Adj | $36,986,475 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $36,986,475 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $36,986,475 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,608,256 | 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 | $38,608,256 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $437,283 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $38,170,973 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,986,475 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $32,100,333 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $38,608,256 | QualifyingDistributionsAmt |
| Applied To Year1 | $32,100,333 | AppliedToYear1Amt |
| Applied To Current Year | $6,507,923 | 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 | $30,478,552 | 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 | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KIMBERLY YUNGTUM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE VALMONT PLAZA SUITE 202 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4029334663 | RecipientPhoneNum |
| Form And Info And Materials | ATTACHMENT 19 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIMARILY FOR ORGANIZATIONS IN THE STATE OF NEBRASKA, PARTICULARLY IN THE GREATER OMAHA AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (114 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| American Cancer Society Inc | ||||||||
| 9850 Nicholas St Suite 200 | Omaha | NE | 68114 | none | PC | Capital Fund/Renovation | $250,000 | |
| Aqua-Africa Inc | ||||||||
| 417 N 40th Street | Omaha | NE | 68131 | none | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| At Ease USA | ||||||||
| PO Box 24465 | Omaha | NE | 68124 | none | PC | PROGRAM/PROJECT SUPPORT | $100,000 | |
| Autism Action Partnership | ||||||||
| 10110 Nicholas Suite 202 | Omaha | NE | 68114 | none | PC | PROGRAM/PROJECT SUPPORT | $30,000 | |
| Avenue Scholars Foundation | ||||||||
| 7101 Mercy Rd Ste 240 | Omaha | NE | 68106 | none | PC | PROGRAM/PROJECT SUPPORT | $300,000 | |
| Ballet Nebraska | ||||||||
| 918 South 37th Street | Omaha | NE | 68105 | none | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| Bemis Center for Contemporary Arts | ||||||||
| 724 South 12th Street | Omaha | NE | 68012 | none | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| Bethany Lutheran Church | ||||||||
| 4200 N 204Th St | Elkhorn | NE | 68022 | none | PC | PROGRAM/PROJECT SUPPORT | $2,000 | |
| Big Brothers Big Sisters Of The Midlands | ||||||||
| 10831 Old Mill Road Suite 400 | Omaha | NE | 68154 | none | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| Boys & Girls Clubs Of The Midlands | ||||||||
| 2610 Hamilton Street | Omaha | NE | 68131 | none | PC | PROGRAM/PROJECT SUPPORT | $710,000 | |
| Boys & Girls Clubs Of The Midlands | ||||||||
| 2610 Hamilton Street | Omaha | NE | 68131 | none | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| Broken Bow Library Foundation | ||||||||
| 626 South D Street | Broken Bow | NE | 68822 | none | PC | CAPITAL FUND/RENOVATION | $250,000 | |
| Carleton College | ||||||||
| One North College Street | Northfield | MN | 55057 | none | PC | CAPITAL FUND/RENOVATION | $1,000,000 | |
| Casa for Douglas County | ||||||||
| 2412 St Marys Avenue | Omaha | NE | 68105 | none | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| CECSeabee Historical Foundation Inc | ||||||||
| PO Box 657 | Gulfport | MS | 39502 | none | PC | CAPITAL FUND/RENOVATION | $250,000 | |
| Celebrating Nebraska Statehood Inc | ||||||||
| 201 N 8th St Suite 215 | Lincon | NE | 68508 | none | PC | CAPITAL FUND/RENOVATION | $36,500 | |
| Child Saving Institute Inc | ||||||||
| 4545 Dodge Street | Omaha | NE | 68132 | none | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| Children's Respite Care Center Inc | ||||||||
| 5321 S 138th Street | Omaha | NE | 68137 | none | PC | PROGRAM/PROJECT SUPPORT | $50,000 | |
| Childrens Scholarship Fund Of Omaha | ||||||||
| 7101 Mercy Road Suite 150 | Omaha | NE | 68106 | none | PC | PROGRAM/PROJECT SUPPORT | $250,000 | |
| City Of Omaha Police Foundation Inc | ||||||||
| 6457 Frances Street Suite 100 | Omaha | NE | 68106 | none | PC | CAPITAL FUND/RENOVATION | $200,000 | |
| City Of Omaha Police Foundation Inc | ||||||||
| 6457 Frances Street Suite 100 | Omaha | NE | 68106 | none | PC | PROGRAM/PROJECT SUPPORT | $184,950 | |
| City of Omaha Public Library Foundation | ||||||||
| 215 S 15th St | Omaha | NE | 68102 | none | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| Collective For Youth | ||||||||
| 105 N 31st Ave Suite 103 | Omaha | NE | 68131 | none | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| College Possible | ||||||||
| 900 South 74th Plaza Suite 200 | Omaha | NE | 68114 | none | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| Community Alliance Inc | ||||||||
| 4001 Leavenworth Street | Omaha | NE | 68105 | none | SO II | PROGRAM/PROJECT SUPPORT | $185,000 | |
| Cornhusker Council Boy Scouts of America | ||||||||
| 600 S 120th Street | Walton | NE | 68461 | none | PC | PROGRAM/PROJECT SUPPORT | $20,000 | |
| Creighton University | ||||||||
| 2500 California Plaza | Omaha | NE | 68178 | none | PC | Capital Fund/Renovation | $1,000,000 | |
| Downtown Omaha Inc Foundation | ||||||||
| PO Box 8312 | Omaha | NE | 68108 | none | PC | PROGRAM/PROJECT SUPPORT | $25,000 | |
| Downtown Riverfront Trust | ||||||||
| 10050 Regency Circle Suite 101 | Omaha | NE | 68114 | none | PC | CAPITAL FUND/RENOVATION | $3,500,000 | |
| Family Housing Advisory Services Inc | ||||||||
| 2401 Lake Street | Omaha | NE | 68111 | none | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| Father Flanagans Boys Home | ||||||||
| 14100 Crawford St | Boys Town | NE | 68010 | none | PC | Program/Project Support | $2,500,000 | |
| Film Streams | ||||||||
| 1340 Mike Fahey Street | Omaha | NE | 68102 | none | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| Film Streams | ||||||||
| 1340 Mike Fahey Street | Omaha | NE | 68102 | none | PC | CAPITAL FUND/RENOVATION | $500,000 | |
| Fontenelle Forest | ||||||||
| 1111 Bellevue Blvd N | Bellevue | NE | 68005 | none | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| Food Bank For The Heartland | ||||||||
| 10525 J Street | Omaha | NE | 68127 | none | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| Fremont Avenue of Flags Inc | ||||||||
| 1630 E Military | Fremont | NE | 68025 | none | PC | CAPITAL FUND/RENOVATION | $50,000 | |
| Girl Scouts Spirit of Nebraska | ||||||||
| 2121 S 44th Street | Omaha | NE | 68105 | none | PC | Program/Project Support | $25,000 | |
| Girls Incorporated of Omaha | ||||||||
| 2811 N 45th St | Omaha | NE | 68104 | none | PC | Capital Fund/Renovation | $38,383 | |
| Gothenburg Memorial Hospital Foundation | ||||||||
| PO Box 58 | Gothenburg | NE | 69138 | none | PC | Capital Fund/Renovation | $500,000 | |
| Greater Loup Valley Activities Inc | ||||||||
| 1514 K Street | Ord | NE | 68862 | none | PF | CAPITAL FUND/RENOVATION | $100,000 | |
| Habitat for Humanity of Omaha Inc | ||||||||
| 1701 N 24th Street | Omaha | NE | 68110 | none | PC | PROGRAM/PROJECT SUPPORT | $300,000 | |
| Heart Ministry Center Inc | ||||||||
| 2222 Binney Street | Omaha | NE | 68110 | none | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| Heartland Bike Share | ||||||||
| 1144 N 11th Street Ste B | Omaha | NE | 68102 | none | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| Heartland Equine Therapeutic Riding Academy Inc | ||||||||
| 10130 S 222nd Street | Gretna | NE | 68028 | none | PC | Program/Project Support | $50,000 | |
| Heartland Hope Mission | ||||||||
| 2021 U Street | Omaha | NE | 68107 | none | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| Help Adult Services | ||||||||
| 1941 S 42 Street Ste 200 | Omaha | NE | 68105 | none | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| Heritage Services | ||||||||
| 10050 Regency Circle Suite 101 | Omaha | NE | 68114 | none | PC | CAPITAL FUND/RENOVATION | $1,000,000 | |
| Joslyn Art Museum | ||||||||
| 2200 Dodge Street | Omaha | NE | 68102 | none | PC | CAPITAL FUND/RENOVATION | $65,000 | |
| Justice For Our Neighbors Nebraska | ||||||||
| 4223 Center Street | Omaha | NE | 68105 | none | PC | CAPITAL FUND/RENOVATION | $500,000 | |
| Kaneko | ||||||||
| 1111 Jones Street | Omaha | NE | 68102 | none | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| Kids Can Community Center | ||||||||
| 4860 Q Street | Omaha | NE | 68117 | none | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| Lighthouse | ||||||||
| 2601 N Street | Lincoln | NE | 68510 | none | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| Literacy Council of Grand Island Inc | ||||||||
| 312 N Elm St Ste 101 | Grand Island | NE | 68801 | none | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| Merrymakers Association | ||||||||
| 12020 Shamrock Plaza Suite 200 | Omaha | NE | 68154 | none | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| Metropolitan Community College Foundation | ||||||||
| PO Box 3777 | Omaha | NE | 68103 | none | PC | PROGRAM/PROJECT SUPPORT | $313,400 | |
| Metropolitan Entertainment and Convention Authorit | ||||||||
| 455 N 10th Street | Omaha | NE | 68102 | none | PC | CAPITAL FUND/RENOVATION | $33,450 | |
| Nature Conservancy Inc | ||||||||
| 1007 Leavenworth Street | Omaha | NE | 68102 | none | PC | CAPITAL FUND/RENOVATION | $500,000 | |
| Nebraska Alliance of Child Advocacy Centers | ||||||||
| 11949 Q Street | Omaha | NE | 68137 | none | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| Nebraska Children And Families Foundation | ||||||||
| 215 Centennial Mall South Ste 200 | Lincoln | NE | 68508 | none | PC | PROGRAM/PROJECT SUPPORT | $300,000 | |
| Nebraska Community Foundation Inc | ||||||||
| 8100 South 15th St Suite A | Lincoln | NE | 68501 | none | PC | CAPITAL FUND/RENOVATION | $100,000 | |
| Nebraska Game And Parks Foundation | ||||||||
| P O Box 36 | Waverly | NE | 68462 | none | PC | CAPITAL FUND/RENOVATION | $500,000 | |
| Nebraska Humane Society | ||||||||
| 8929 Fort Street | Omaha | NE | 68134 | none | PC | PROGRAM/PROJECT SUPPORT | $100,000 | |
| Nebraska Shakespeare Festival Inc | ||||||||
| 2500 California Plaza | Omaha | NE | 68178 | none | PC | PROGRAM/PROJECT SUPPORT | $10,000 | |
| Nebraska Wesleyan University | ||||||||
| 5000 Saint Paul Avenue | Lincoln | NE | 68504 | none | PC | CAPITAL FUND/RENOVATION | $500,000 | |
| Nevis Public Schools | ||||||||
| 210 Pleasant Street | Nevis | MN | 56467 | none | GOV | PROGRAM/PROJECT SUPPORT | $10,000 | |
| Nonprofit Association of the Midlands | ||||||||
| 11205 Wright Circle 210 | Omaha | NE | 68144 | none | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| NorthStar Foundation | ||||||||
| 4242 N 49th Avenue | Omaha | NE | 68104 | none | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| Ollie Webb Center Inc | ||||||||
| 1941 South 42nd Street Suite 122 | Omaha | NE | 68105 | none | SO I | GENERAL OPERATING SUPPORT | $20,000 | |
| Omaha Botanical Center Inc | ||||||||
| 100 Bancroft Street | Omaha | NE | 68108 | none | PC | PROGRAM/PROJECT SUPPORT | $32,000 | |
| Omaha Children's Museum Inc | ||||||||
| 500 South 20 Street | Omaha | NE | 68102 | none | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| Omaha Community Foundation on behalf | ||||||||
| OF DEFY NEBRASKA | Omaha | NE | 68131 | none | PC | GENERAL OPERATING SUPPORT | $150,000 | 302 S 36th St Suite 100 |
| Omaha Community Playhouse | ||||||||
| 6915 Cass Street | Omaha | NE | 68132 | none | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| Omaha Conservatory Of Music | ||||||||
| 7023 Cass Street | Omaha | NE | 68132 | none | PC | CAPITAL FUND/RENOVATION | $300,000 | |
| Omaha Conservatory Of Music | ||||||||
| 7023 Cass Street | Omaha | NE | 68132 | none | PC | PROGRAM/PROJECT SUPPORT | $65,000 | |
| Omaha Equestrian Foundation | ||||||||
| 1004 Farnam St Ste 100 | Omaha | NE | 68102 | none | PC | PROGRAM/PROJECT SUPPORT | $200,000 | |
| Omaha Home For Boys | ||||||||
| 4343 North 52nd Street | Omaha | NE | 68104 | none | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| Omaha Municipal Land Bank | ||||||||
| 1141 N 11th St | Omaha | NE | 68102 | none | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| Omaha Parks Foundation | ||||||||
| 11225 Davenport Street Ste 108 | Omaha | NE | 68154 | none | PC | CAPITAL FUND/RENOVATION | $150,000 | |
| Omaha Parks Foundation | ||||||||
| 11225 Davenport Street Ste 108 | Omaha | NE | 68154 | none | PC | PROGRAM/PROJECT SUPPORT | $200,000 | |
| Omaha Performing Arts Society | ||||||||
| 1200 Douglas Street | Omaha | NE | 68102 | none | PC | GENERAL OPERATING SUPPORT | $235,000 | |
| Omaha Symphony Association | ||||||||
| 1905 Harney Street Suite 400 | Omaha | NE | 68102 | none | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| Rose Blumkin Performing Arts Center Foundation | ||||||||
| 2001 Farnam St | Omaha | NE | 68102 | none | SO II | CAPITAL FUND/RENOVATION | $125,000 | |
| Omaha Zoo Foundation | ||||||||
| 3701 South 10th Street | Omaha | NE | 68107 | none | SO II | CAPITAL FUND/RENOVATION | $5,000,000 | |
| Omaha Zoo Foundation | ||||||||
| 3701 South 10th Street | Omaha | NE | 68107 | none | SO II | PROGRAM/PROJECT SUPPORT | $40,000 | |
| Oneworld Community Health Centers Inc | ||||||||
| 4920 South 30th Street Suite 103 | Omaha | NE | 68107 | none | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| Opera Omaha Inc | ||||||||
| 1850 Farnam Street | Omaha | NE | 68102 | none | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| Opera Omaha Inc | ||||||||
| 1850 Farnam Street | Omaha | NE | 68102 | none | PC | PROGRAM/PROJECT SUPPORT | $75,000 | |
| Platte River Whooping Crane Maintenance Trust Inc | ||||||||
| 6611 W Whooping Crane Dr | Wood River | NE | 68883 | none | SO I | CAPITAL FUND/RENOVATION | $90,000 | |
| Police Athletics for Community Engagement | ||||||||
| 5015 S 37th St | Omaha | NE | 68124 | none | PC | GENERAL OPERATING SUPPORT | $120,000 | |
| Pottawattamie Arts Culture & Entertainment | ||||||||
| 1228 S Main Street Suite 115 | Council Bluffs | IA | 51503 | none | PC | CAPITAL FUND/RENOVATION | $250,000 | |
| Project Harmony | ||||||||
| 11949 Q Street | Omaha | NE | 68137 | none | PC | PROGRAM/PROJECT SUPPORT | $315,000 | |
| Ronald McDonald House Charities In Omaha Inc | ||||||||
| 620 South 38th Avenue | Omaha | NE | 68105 | none | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| Saving Grace Perishable Food Rescue | ||||||||
| 4611 South 96th Street Suite 112 | Omaha | NE | 68127 | none | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| Seal-Naval Special Warfare Foundation-San Diego | ||||||||
| 300 Calsbad Village Drive Ste 108a | Carlsbad | CA | 92008 | none | PC | PROGRAM/PROJECT SUPPORT | $25,000 | |
| Seventy-Five North Revitalization Corporation | ||||||||
| 4383 Nicholas Street Ste 204 | Omaha | NE | 68131 | none | PC | CAPITAL FUND/RENOVATION | $625,000 | |
| Special Olympics Nebraska Inc | ||||||||
| 9427 F Street | Omaha | NE | 68127 | none | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| Stephen Center Inc | ||||||||
| 2723 Q Street | Omaha | NE | 68107 | none | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| Strategic Air and Space Museum Foundation | ||||||||
| 28210 West Park Highway | Ashland | NE | 68003 | none | SO I | GENERAL OPERATING SUPPORT | $250,000 | |
| The Madonna Foundation | ||||||||
| PO Box 241721 | Omaha | NE | 68124 | none | PC | CAPITAL FUND/RENOVATION | $1,000,000 | |
| The Opera Company of Philadelphia | ||||||||
| 1420 Locus St Ste 210 | Philadelphia | PA | 19102 | none | PC | PROGRAM/PROJECT SUPPORT | $25,000 | |
| Together Inc Of Metropolitan Omaha | ||||||||
| 812 S 24th Street | Omaha | NE | 68108 | none | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| Together Inc Of Metropolitan Omaha | ||||||||
| 812 S 24th Street | Omaha | NE | 68108 | none | PC | PROGRAM/PROJECT SUPPORT | $25,000 | |
| United Way Of The Midlands | ||||||||
| 2201 Farnam Street | Omaha | NE | 68102 | none | PC | GENERAL OPERATING SUPPORT | $93,802 | |
| University Of Nebraska Foundation | ||||||||
| 1010 Lincoln Mall Suite 300 | Lincoln | NE | 68508 | none | PC | PROGRAM/PROJECT SUPPORT | $3,900,000 | |
| University Of Nebraska Foundation | ||||||||
| 1010 Lincoln Mall Suite 300 | Lincoln | NE | 68508 | none | PC | CAPITAL FUND/RENOVATION | $3,500,000 | |
| Volunteers Assisting Seniors | ||||||||
| 1941 S 42nd St Ste 312 | Omaha | NE | 68105 | none | PC | PROGRAM/PROJECT SUPPORT | $20,000 | |
| Wayne State Foundation | ||||||||
| 1111 Main Street | Wayne | NE | 68787 | none | PC | CAPITAL FUND/RENOVATION | $200,000 | |
| Western Nebraska Community College Foundation | ||||||||
| 1601 E 27th St | Scottsbluff | NE | 69361 | none | PC | CAPITAL FUND/RENOVATION | $125,000 | |
| Women's Center for Advancement | ||||||||
| 3801 Harney Street | Omaha | NE | 68131 | none | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| Women's Center for Advancement | ||||||||
| 3801 Harney Street | Omaha | NE | 68131 | none | PC | CAPITAL FUND/RENOVATION | $500,000 | |
| Young Mens Christian Association | ||||||||
| 810 N Lincoln Ave | Fremont | NE | 68025 | none | PC | CAPITAL FUND/RENOVATION | $500,000 | |
| Youth Care & Beyond Inc | ||||||||
| 2819 S 125th Ave Suite 276 | Omaha | NE | 68144 | none | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| Youth Emergency Services Inc | ||||||||
| 2679 Farnam Street Suite 205 | Omaha | NE | 68131 | none | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| Youth Frontiers Inc | ||||||||
| 7101 Mercy Road Suite 215 | Omaha | NE | 68106 | none | PC | PROGRAM/PROJECT SUPPORT | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,079,485 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Aqua-Africa Inc | |||||||
| 417 N 40th Street | Omaha | NE | 68131 | NONE | PC | General Operating Support | $100,000 |
| Ballet Nebraska | |||||||
| 918 South 37th Street | Omaha | NE | 68105 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 |
| Bemis Center for Contemporary Arts | |||||||
| 724 South 12th Street | Omaha | NE | 68012 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 |
| Boys & Girls Clubs Of The Midlands | |||||||
| 2610 Hamilton Street | Omaha | NE | 68131 | NONE | PC | GENERAL OPERATING SUPPORT | $400,000 |
| Central Community College Foundation Inc | |||||||
| 201 Foundation Pl Ste 200 | Hastings | NE | 68901 | NONE | PC | CAPITAL FUND/RENOVATION | $1,000,000 |
| Child Saving Institute Inc | |||||||
| 4545 Dodge Street | Omaha | NE | 68132 | NONE | PC | GENERAL OPERATING SUPPORT | $120,000 |
| City of Crete Nebraska | |||||||
| 243 E 13th PO Box 86 | Crete | NE | 68333 | NONE | GOV | CAPITAL FUND/RENOVATION | $500,000 |
| City Of Omaha Police Foundation Inc | |||||||
| 6457 Frances Street Suite 100 | Omaha | NE | 68106 | NONE | PC | PROGRAM/PROJECT SUPPORT | $561,050 |
| Creativity Unlimited Arts Council | |||||||
| 416 North Jeffers | North Platte | NE | 69103 | NONE | PC | CAPITAL FUND/RENOVATION | $150,000 |
| Downtown Omaha Inc Foundation | |||||||
| PO Box 8312 | Omaha | NE | 68108 | NONE | PC | PROGRAM/PROJECT SUPPORT | $50,000 |
| Downtown Riverfront Trust | |||||||
| 10050 Regency Circle Suite 101 | Omaha | NE | 68114 | NONE | PC | CAPITAL FUND/RENOVATION | $47,000,000 |
| Film Streams | |||||||
| 1340 Mike Fahey Street | Omaha | NE | 68102 | NONE | PC | GENERAL OPERATING SUPPORT | $150,000 |
| Fontenelle Forest | |||||||
| 1111 Bellevue Blvd N | Bellevue | NE | 68005 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| Girls Incorporated of Omaha | |||||||
| 2811 N 45th St | Omaha | NE | 68104 | NONE | PC | CAPITAL FUND/RENOVATION | $500,000 |
| Greater Loup Valley Activities Inc | |||||||
| 1514 K Street | Ord | NE | 68862 | NONE | PF | CAPITAL FUND/RENOVATION | $100,000 |
| Hastings College Foundation | |||||||
| 2922 N 61st St | Omaha | NE | 68104 | NONE | SO I | CAPITAL FUND/RENOVATION | $1,400,000 |
| Intercultural Senior Center | |||||||
| 3010 R St | Omaha | NE | 68107 | NONE | PC | CAPITAL FUND/RENOVATION | $300,000 |
| Kearney Area Community Foundation | |||||||
| 412 W 48th St Ste 12 | Kearney | NE | 68845 | NONE | PC | CAPITAL FUND/RENOVATION | $200,000 |
| Kids Can Community Center | |||||||
| 4860 Q Street | Omaha | NE | 68117 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 |
| Lincoln Children's Zoo | |||||||
| 1222 S 27th St | Lincoln | NE | 68502 | NONE | PC | CAPITAL FUND/RENOVATION | $100,000 |
| Lincoln Literacy Council | |||||||
| 745 S 9th Street | Lincoln | NE | 68508 | NONE | PC | GENERAL OPERATING SUPPORT | $45,000 |
| Metropolitan Community College Foundation | |||||||
| PO Box 3777 | Omaha | NE | 68103 | NONE | PC | CAPITAL FUND/RENOVATION | $5,000,000 |
| Metropolitan Community College Foundation | |||||||
| PO Box 3777 | Omaha | NE | 68103 | NONE | PC | PROGRAM/PROJECT SUPPORT | $300,000 |
| MICAH House Corporation | |||||||
| 1415 Avenue J | Council Bluffs | IA | 51501 | NONE | PC | CAPITAL FUND/RENOVATION | $300,000 |
| Nebraska Alliance of Child Advocacy Centers | |||||||
| 11949 Q Street | Omaha | NE | 68137 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| Nebraska CASA Association | |||||||
| 1618 L Street | Lincoln | NE | 68508 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 |
| Nebraska Community Foundation Inc | |||||||
| 8100 South 15th St Suite A | Lincoln | NE | 68501 | NONE | PC | CAPITAL FUND/RENOVATION | $160,000 |
| Nebraska Cultural Endowment | |||||||
| 1004 Farnam St Plaza Level | Omaha | NE | 68102 | NONE | PC | GENERAL OPERATING SUPPORT | $175,000 |
| Nebraska Shakespeare Festival Inc | |||||||
| 2500 California Plaza | Omaha | NE | 68178 | NONE | PC | PROGRAM/PROJECT SUPPORT | $20,000 |
| Nonprofit Association of the Midlands | |||||||
| 11205 Wright Circle 210 | Omaha | NE | 68144 | NONE | PC | GENERAL OPERATING SUPPORT | $60,000 |
| NorthStar Foundation | |||||||
| 4242 N 49th Avenue | Omaha | NE | 68104 | NONE | PC | GENERAL OPERATING SUPPORT | $200,000 |
| Omaha Botanical Center Inc | |||||||
| 100 Bancroft Street | Omaha | NE | 68108 | NONE | PC | PROGRAM/PROJECT SUPPORT | $50,000 |
| Omaha Community Playhouse | |||||||
| 6915 Cass Street | Omaha | NE | 68132 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 |
| Omaha Conservatory Of Music | |||||||
| 7023 Cass Street | Omaha | NE | 68132 | NONE | PC | PROGRAM/PROJECT SUPPORT | $130,000 |
| Omaha Development Foundation | |||||||
| 808 Conagra Drive Suite 400 | Omaha | NE | 68102 | NONE | PC | PROGRAM/PROJECT SUPPORT | $300,000 |
| Omaha Schools Foundation | |||||||
| 3861 Farnam Street | Omaha | NE | 68131 | NONE | PC | CAPITAL FUND/RENOVATION | $150,000 |
| Omaha Schools Foundation | |||||||
| 3861 Farnam Street | Omaha | NE | 68131 | NONE | PC | CAPITAL FUND/RENOVATION | $235,000 |
| Omaha Schools Foundation | |||||||
| 3861 Farnam Street | Omaha | NE | 68131 | NONE | PC | CAPITAL FUND/RENOVATION | $125,000 |
| Omaha Shelter For Homeless Trust | |||||||
| 10050 Regency Circle Suite 101 | Omaha | NE | 68114 | NONE | PC | CAPITAL FUND/RENOVATION | $4,000,000 |
| Omaha Sports Commission | |||||||
| 1004 Farnam Street Suite 102 | Omaha | NE | 68102 | NONE | PC | PROGRAM/PROJECT SUPPORT | $250,000 |
| Oneworld Community Health Centers Inc | |||||||
| 4920 South 30th Street Suite 103 | Omaha | NE | 68107 | NONE | PC | PROGRAM/PROJECT SUPPORT | $300,000 |
| Platte River Whooping Crane Maintenance Trust Inc | |||||||
| 6611 W Whooping Crane Dr | Wood River | NE | 68883 | NONE | SO I | CAPITAL FUND/RENOVATION | $160,000 |
| Police Athletics for Community Engagement | |||||||
| 5015 S 37th St | Omaha | NE | 68124 | NONE | PC | GENERAL OPERATING SUPPORT | $230,000 |
| Project Harmony-Haven For Abuse Response Members S | |||||||
| 11949 Q Street | Omaha | NE | 68137 | NONE | PC | PROGRAM/PROJECT SUPPORT | $250,000 |
| Santa Monica Inc | |||||||
| 401 S 39th Street | Omaha | NE | 68131 | NONE | PC | GENERAL OPERATING SUPPORT | $60,000 |
| Share Omaha | |||||||
| 10340 North 84th Street | Omaha | NE | 68122 | NONE | PC | GENERAL OPERATING SUPPORT | $375,000 |
| Special Olympics Nebraska Inc | |||||||
| 9427 F Street | Omaha | NE | 68127 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 |
| United Way Of The Midlands | |||||||
| 2201 Farnam Street | Omaha | NE | 68102 | NONE | PC | PROGRAM/PROJECT SUPPORT | $900,000 |
| University Of Nebraska Foundation | |||||||
| 1010 Lincoln Mall Suite 300 | Lincoln | NE | 68508 | NONE | PC | PROGRAM/PROJECT SUPPORT | $100,000 |
| University Of Nebraska Foundation | |||||||
| 1010 Lincoln Mall Suite 300 | Lincoln | NE | 68508 | NONE | PC | PROGRAM/PROJECT SUPPORT | $250,000 |
| University Of Nebraska Foundation | |||||||
| 1010 Lincoln Mall Suite 300 | Lincoln | NE | 68508 | NONE | PC | PROGRAM/PROJECT SUPPORT | $600,000 |
| University Of Nebraska Foundation | |||||||
| 1010 Lincoln Mall Suite 300 | Lincoln | NE | 68508 | NONE | PC | PROGRAM/PROJECT SUPPORT | $610,000 |
| Volunteers Assisting Seniors | |||||||
| 1941 S 42 Street Ste 312 | Omaha | NE | 68105 | NONE | PC | PROGRAM/PROJECT SUPPORT | $40,000 |
| West Point Community Foundation Inc | |||||||
| PO Box 125 | West Point | NE | 68788 | NONE | PC | CAPITAL FUND/RENOVATION | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $68,931,050 | TotalGrantOrContriApprvFutAmt |
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 | $457,250 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,455,577 | 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 | $41,633,998 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PARTNERSHIP INCOME | 24 | $1,467,280 |
| NET RENTAL REAL ESTATE LOSS | -$129,528 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $55,884,577 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $55,884,577 | 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 | $30,310 | Amt |
| Net Investment Income | $27,279 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,031 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Greater Loup Valley Activities Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1514 K STREET | AddressLine1Txt |
| City | ORD | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68862 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2018-11-30 | GrantDt |
| Grant | $200,000 | GrantAmt |
| Purpose Of Grant | ORD AQUATIC CENTER | PurposeOfGrantTxt |
| Expended By Grantee | $100,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | REPORT DUE AFTER DECEMBER 31, 2018 | DatesOfReportsByGranteeTxt |
| Verification | 2019-05-15 | VerificationDt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GLOBAL EQUITY FUNDS | FMV | $298,108,548 | $298,108,548 |
| FIXED INCOME FUNDS | FMV | $122,836,984 | $122,836,984 |
| REAL ASSET FUNDS | FMV | $46,120,702 | $46,120,702 |
| HEDGE FUNDS | FMV | $157,795,815 | $157,795,815 |
| PRIVATE EQUITY FUNDS | FMV | $52,890,552 | $52,890,552 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $16,837 | LegalFeesAmt |
| Net Investment Income | $15,153 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,684 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLE | Desc |
| BOY Book Value | $10,957,004 | BOYBookValueAmt |
| EOY Book Value | $288,465 | EOYBookValueAmt |
| EOYFMV | $288,465 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $96,119,412 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVERTISING | $19,838 | $3,968 | $15,870 |
| INSURANCE | $32,449 | $6,490 | $25,959 |
| SUPPLIES | $12,830 | $2,566 | $10,264 |
| MISCELLANEOUS EXPENSE | $24,403 | $4,881 | $19,522 |
| PROFESSIONAL DEVELOPMENT | $5,400 | $1,080 | $4,320 |
| OTHER PROGRAM FEES | $132,546 | $132,546 | |
| OTHER INVESTMENT EXPENSES | $7,872,645 | $7,846,719 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NET RENTAL REAL ESTATE LOSS | -$129,528 | -$129,528 |
| PARTNERSHIP INCOME | $1,467,280 | $1,467,280 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TAX > BOOK PASS-THROUGH INCOME/LOSS | $6,142,299 |
| TAX > BOOK LOSS ON SALE OF PARTNERSHIP | $80,298 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKKEEPING FEES | $3,798 | $760 | $3,038 |
| INVESTMENT SERVICE FEES | $3,088,400 | $3,088,400 | $0 |
| INFORMATION TECHNOLOGY FEES | $73,367 | $14,673 | $58,694 |
| ADVISOR FEES | $6,000 | $1,200 | $4,800 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $50,375 | $10,075 | $40,300 |
| EXCISE TAXES | $650,000 | ||
| SALES & USE TAX | $100 | $20 | $80 |
| FOREIGN TAXES | $214,456 | $214,456 | |
| STATE INCOME TAXES | $1,934 | $1,934 |
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