HOLLAND FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HOLLAND FOUNDATION (EIN 47-0804949)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-22
- IRS object ID
- 201922349349101007
- 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
- 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
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-22T16:20:48-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-08-06 | 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 |
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 | 2019-08-06 | IPDt |
| IP Tm | 14:06:30 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0F927FC926A250A0A53BEEBDF4D5B969A015B497 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BE7E1F4A19253C02290C831713869C6362F1FCE4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $143,155,444 | 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 | $64,428,840 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $147,391 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $147,391 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,155,028 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,155,028 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,628,264 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,858,041 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,628,264 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $68,359,523 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,930,683 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $28,422 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,371 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $189,799 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $98,520 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $199 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $5,400 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,434 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $415,145 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,485,018 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,485,018 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,900,163 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,485,018 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $49,459,360 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,930,683 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $86,065 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,240,348 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,240,348 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $66,069,208 | CorporateStockBOYAmt |
| Corporate Stock EOY | $127,785,691 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $127,785,691 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,809,341 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $14,129,161 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $14,129,161 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,356 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,112 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $465 | LandBOYAmt |
| Land EOY | $244 | LandEOYAmt |
| Land EOYFMV | $244 | LandEOYFMVAmt |
| Total Assets BOY | $77,965,079 | TotalAssetsBOYAmt |
| Total Assets EOY | $143,155,444 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $143,155,444 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,945 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $23,657 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,945 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,657 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $77,963,134 | UnrestrictedBOYAmt |
| Unrestricted EOY | $143,131,787 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $77,963,134 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $143,131,787 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $77,965,079 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $143,155,444 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $77,963,134 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $49,459,360 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15,709,293 | OtherIncreasesAmt |
| Subtotal | $143,131,787 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $143,131,787 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | P | 2007-12-11 | 2018-01-31 | $3,539 | $3,539 | $0 | $0 | |
| OFFICE FURNITURE | P | 2011-09-28 | 2018-01-31 | $983 | $983 | $0 | $0 | |
| DELL LAPTOP | P | 2012-01-23 | 2018-01-31 | $1,489 | $1,489 | $0 | $0 | |
| BERKSHIRE HATHAWAY CLASS A | P | 2018-01-12 | $276,450 | $667,532 | $667,532 | $943,982 | ||
| CDS | P | $747,000 | $0 | $0 | $747,000 | |||
| WEITZ NEBRASKA TAX FREE | D | 2018-03-05 | 2018-03-05 | $912,297 | -$30,620 | -$30,620 | $881,677 | |
| BERKSHIRE HATHAWAY CLASS B | P | $3,735,880 | $81,342 | $81,342 | $3,817,222 | |||
| BERKSHIRE HATHAWAY CLASS A | P | 2018-11-08 | $92,150 | $240,350 | $240,350 | $332,500 | ||
| CDS | P | $8,466,000 | $0 | $0 | $8,466,000 | |||
| RICHARD D HOLLAND ESTATE | P | $669,660 | $669,660 | $669,660 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,628,264 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $20,462,103 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $75,369,543 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.271490 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $64,152,702 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $113,237,063 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.566534 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,004,207 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $141,941,231 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.063436 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $19,127,335 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $141,997,176 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.134702 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $18,204,604 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $127,914,203 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.142319 | DistributionYr5Rt |
| Total Distribution | 1.178481 | TotalDistributionRt |
| Average Distribution | 0.235696 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $136,242,809 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $32,111,885 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $39,307 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $32,151,192 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $18,485,018 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $78,614 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $78,614 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $78,614 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $85,486 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $85,486 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $473 | EsPenaltyAmt |
| Overpayment | $6,399 | OverpaymentAmt |
| Applied To ES Tax | $6,399 | 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-WHITE | ||||||||
| 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 | 1.00 | $0 | $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 | $137,333,759 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $983,814 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $138,317,573 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $138,317,573 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,074,764 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $136,242,809 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,812,140 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,812,140 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $78,614 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $78,614 | TotalTaxAmt |
| Distributable Before Adj | $6,733,526 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,733,526 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,733,526 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,485,018 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $18,485,018 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $18,485,018 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,733,526 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $11,841,942 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,056,048 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,973,497 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $58,517,881 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,857,454 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $101,246,822 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,485,018 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,733,526 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,751,492 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $112,998,314 | 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 | $11,841,942 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $101,156,372 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,056,048 | ExcessFromYear4Amt |
| Excess From Year3 | $1,973,497 | ExcessFromYear3Amt |
| Excess From Year2 | $58,517,881 | ExcessFromYear2Amt |
| Excess From Year1 | $16,857,454 | ExcessFromYear1Amt |
| Excess From Current Year | $11,751,492 | 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 (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU NEBRASKA CHAPTER | |||||||
| 134 S 13TH ST 1010 | LINCOLN | NE | 68508 | N/A | PC | OPERATING | $75,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 333 SOUTH 132 ST | OMAHA | NE | 68154 | N/A | PC | OPERATING | $5,000 |
| BALLET NEBRASKA | |||||||
| PO BOX 6413 | OMAHA | NE | 68106 | N/A | PC | OPERATING | $100,554 |
| BEMIS CENTER | |||||||
| 724 S 12TH ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $100,578 |
| BLUE BARN THEATRE | |||||||
| 614 S 11TH ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $15,000 |
| BOYS & GIRLS CLUB OF THE MIDLANDS | |||||||
| 2610 HAMILTON STREET | OMAHA | NE | 68131 | N/A | PC | OPERATING | $455,563 |
| 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 | $320,514 |
| CHILD SAVING INSTITUTE | |||||||
| 4545 DODGE ST | OMAHA | NE | 68130 | N/A | PC | OPERATING | $10,000 |
| CIVIC NEBRASKA | |||||||
| 1111 LINCOLN MALL SUITE 350 | LINCOLN | NE | 68508 | N/A | PC | OPERATING | $20,000 |
| COLLEGE OF SAINT MARY | |||||||
| 7000 MERCY RD | OMAHA | NE | 68106 | N/A | PC | OPERATING | $99,929 |
| COLLEGE POSSIBLE | |||||||
| 900 SOUTH 74TH PLZ STE 403 | OMAHA | NE | 68114 | N/A | PC | OPERATING | $100,009 |
| DURHAM MUSEUM | |||||||
| 801 SOUTH 10ST ST | OMAHA | NE | 68108 | N/A | PC | OPERATING | $27,500 |
| FILM STREAMS | |||||||
| 1340 MIKE FAHEY ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $1,001,988 |
| FONTENELLE FOREST | |||||||
| 111 N BELLEVUE BLVD | BELLEVUE | NE | 68005 | N/A | PC | OPERATING | $2,500 |
| GIRLS INC OF OMAHA | |||||||
| 2811 NORTH 45TH ST | OMAHA | NE | 68104 | N/A | PC | OPERATING | $562,646 |
| HABITAT FOR HUMANITY | |||||||
| 1701 N 24TH ST | OMAHA | NE | 68110 | N/A | PC | OPERATING | $6,000 |
| HAWAII PERFORMING ARTS FESTIVAL | |||||||
| 65-1692 KOHALA MOUNTAIN ROAD | WAIMEA | HI | 96743 | N/A | PC | OPERATING | $40,000 |
| HEARTLAND WORKERS CENTER | |||||||
| 4923 S 24TH ST 301 | OMAHA | NE | 68107 | N/A | PC | OPERATING | $124,486 |
| HOLLAND CHILDREN'S INSTITUTE | |||||||
| 1700 FARNAM STREET SUITE 1090 | OMAHA | NE | 68102 | N/A | PC | OPERATING | $160,500 |
| JOSLYN ART MUSEUM | |||||||
| 2200 DODGE ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $2,740,939 |
| JUSTICE FOR OUR NEIGHBORS | |||||||
| 2414 E ST | OMAHA | NE | 68107 | N/A | PC | OPERATING | $299,279 |
| KAHILU THEATRE FOUNDATION | |||||||
| 67-1186 LINDSEY RD | WAIMEA | HI | 96743 | N/A | PC | OPERATING | $15,000 |
| KANEKO | |||||||
| 1111 JONES ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $10,000 |
| KIDS CAN COMMUNITY CENTER | |||||||
| 4860 Q ST | OMAHA | NE | 68117 | N/A | PC | OPERATING | $50,000 |
| KOUNTZE MEMORIAL LUTHERAN CHURCH | |||||||
| 2650 FARNAM STREET | OMAHA | NE | 68131 | N/A | PC | OPERATING | $497,678 |
| LABOR UNITED INC | |||||||
| 6910 PACIFIC ST STE 450 | OMAHA | NE | 68106 | N/A | PC | OPERATING | $50,000 |
| LAURITZEN GARDENS | |||||||
| 100 BANCROFT ST | OMAHA | NE | 68108 | N/A | PC | OPERATING | $10,000 |
| LENA POPE HOME INC | |||||||
| 3200 SANGUINET ST | FORT WORTH | TX | 76107 | N/A | PC | OPERATING | $25,000 |
| METROPOLITAN COMMUNITY COLLEGE FOUNDATION | |||||||
| PO BOX 3777 | OMAHA | NE | 68103 | N/A | PC | OPERATING | $68,720 |
| METROPOLITAN OPERA AUDITIONS | |||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | N/A | PC | OPERATING | $500 |
| 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 | $250,614 |
| NEBRASKA CIVIC ENGAGEMENT TABLE | |||||||
| 211 N 14TH STREET | LINCOLN | NE | 68508 | N/A | PC | OPERATING | $50,000 |
| 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 WRITERS COLLECTIVE | |||||||
| 9712 N 34TH ST | OMAHA | NE | 68112 | N/A | PC | OPERATING | $5,000 |
| NO MORE EMPTY POTS | |||||||
| 8511 N 30TH ST | OMAHA | NE | 68112 | N/A | PC | OPERATING | $150,000 |
| NORTHSTAR FOUNDATION | |||||||
| PO BOX 4817 | OMAHA | NE | 68104 | N/A | PC | OPERATING | $200,304 |
| OMAHA ACADEMY OF BALLET | |||||||
| 319 N 72ND ST | OMAHA | NE | 68114 | N/A | PC | OPERATING | $200,092 |
| OMAHA CHAMBER MUSIC SOCIETY | |||||||
| 7914 WEST DODGE RD STE 364 | OMAHA | NE | 68114 | N/A | PC | OPERATING | $5,000 |
| OMAHA CONSERVATORY OF MUSIC | |||||||
| 3504 SOUTH 108TH ST | OMAHA | NE | 68144 | N/A | PC | OPERATING | $70,000 |
| OMAHA PERFORMING ARTS SOCIETY | |||||||
| 1200 DOUGLAS ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $684,334 |
| 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 | $500,113 |
| OMAHA SHELTER FOR HOMELESS TRUST | |||||||
| 1702 NICHOLAS ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $465,885 |
| OMAHA SYMPHONY | |||||||
| 1004 FARNAM ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $1,250,000 |
| OMAHA THEATRE COMPANY | |||||||
| 2001 FARNAM ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $199,164 |
| OPEN SKY POLICY INSTITUTE | |||||||
| 1201 O ST 10 | LINCOLN | NE | 68508 | N/A | PC | OPERATING | $40,000 |
| OPERA OMAHA | |||||||
| 1850 FARNAM ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $1,199,260 |
| PARTNERSHIP FOR OUR KIDS | |||||||
| 1004 FARNAM ST STE 200 | OMAHA | NE | 68102 | N/A | PC | OPERATING | $903,099 |
| PHOENIX ACADEMY | |||||||
| 1110 N 66TH ST | OMAHA | NE | 68132 | N/A | PC | OPERATING | $10,000 |
| PLANNED PARENTHOOD GREATER TEXAS INC | |||||||
| 7424 GREENVILLE AVENUE SUITE 206 | DALLAS | TX | 75231 | N/A | PC | OPERATING | $25,000 |
| PLANNED PARENTHOOD OF THE HEARTLAND | |||||||
| 1171 7TH ST | DES MOINES | IA | 50314 | N/A | PC | OPERATING | $1,410,000 |
| PROJECT HARMONY | |||||||
| 11949 Q ST | OMAHA | NE | 68137 | N/A | PC | OPERATING | $99,714 |
| TRI-FAITH INITIATIVE | |||||||
| PO BOX 31344 | OMAHA | NE | 68131 | N/A | PC | OPERATING | $1,025,000 |
| UNION FOR CONTEMPORARY ART | |||||||
| 2417 BURDETTE ST | OMAHA | NE | 68111 | N/A | PC | OPERATING | $102,656 |
| UNITED WAY | |||||||
| 1805 HARNEY ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $150,171 |
| UNIVERSITY OF NE FOUNDATION | |||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | N/A | PC | OPERATING | $1,161,719 |
| URBAN LEAGUE NEBRASKA | |||||||
| 3040 LAKE ST | OMAHA | NE | 68111 | N/A | PC | OPERATING | $50,000 |
| VOICES FOR CHILDREN | |||||||
| 7521 MAIN ST STE 103 | RALSTON | NE | 68127 | N/A | PC | OPERATING | $10,000 |
| WOMEN'S FUND OF GREATER OMAHA | |||||||
| 1111 N 13TH ST 106 | OMAHA | NE | 68102 | N/A | PC | OPERATING | $1,003,010 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,485,018 | 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 | $147,391 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,155,028 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,628,264 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,930,683 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,930,683 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| RICHARD D HOLLAND REVOCABLE TRUST | |||||||
| 1 | 808 CONAGRA DRIVE SUITE 200 | OMAHA | NE | 68102 | $4,351,934 | Yes (X) | |
| RICHARD D HOLLAND REVOCABLE TRUST | |||||||
| 2 | 808 CONAGRA DRIVE SUITE 200 | OMAHA | NE | 68102 | $56,769,785 | Yes (X) | |
| RICHARD D HOLLAND ESTATE | |||||||
| 3 | 808 CONAGRA DRIVE SUITE 200 | OMAHA | NE | 68102 | $3,118,405 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | MARKETABLE SECURITIES | $56,769,785 | |
| 3 | MARKETABLE SECURITIES | $3,118,405 | 2018-08-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $12,371 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2007-12-11 | $3,539 | $3,539 | 200DB | 5.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 2011-09-28 | $1,005 | $960 | 200DB | 7.000000000000 | $23 | $0 |
| DELL LAPTOP | 2012-01-23 | $1,489 | $1,489 | 200DB | 5.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 2012-03-31 | $472 | $440 | 200DB | 7.000000000000 | $21 | $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 | $961 | 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 | $14,129,161 | EOYBookValueAmt |
| EOYFMV | $14,129,161 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WEITZ PARTNERS PARTNERS III FUND | $17,404,493 | $17,404,493 |
| RBC - BERKSHIRE HATHAWAY STOCK | $98,375,249 | $98,375,249 |
| WEITZ SHORT DURATION FUND | $2,845,875 | $2,845,875 |
| WEITZ PARTNERS VALUE FUND | $9,160,074 | $9,160,074 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE FURNITURE | $472 | $461 | $11 |
| LASER PRINTER | $321 | $321 | $0 |
| BLACK/WHITE PRINTER | $214 | $214 | $0 |
| COMPUTER | $1,349 | $1,116 | $233 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $28,422 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,597 | $0 | $0 |
| OFFICE EXPENSE | $14,022 | $0 | $0 |
| DUES | $650 | $0 | $0 |
| TRAVEL | $4,165 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED APPRECIATION | Desc |
| Amt | $15,709,293 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL WITHHOLDING | Desc |
| BOY Book Value | $1,945 | BOYBookValueAmt |
| EOY Book Value | $23,657 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATIVE | CategoryTxt |
| Amt | $189,799 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES-CURRENT YR | $84,000 | $0 | $0 |
| PAYROLL TAXES | $14,520 | $0 | $0 |
Comments