HIRSCHFELD FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HIRSCHFELD FAMILY FOUNDATION INC (EIN 47-0762188)
- Tax period
- 2017-09-01 to 2018-08-31
- Filed
- 2019-01-14
- IRS object ID
- 201930149349100358
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-01-14T15:41:12-06:00 | ReturnTs |
| Tax Period End | 2018-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1248 O STREET STE 1040 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 685081461 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470762188 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hirschfeld Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CHRISTIE HEACOCK | InCareOfNm |
| Business Name Control | HIRS | BusinessNameControlTxt |
| Phone | 3082343927 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 456 | AddressLine1Txt |
| City | Kearney | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68848 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL J HIRSCHFELD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3082343927 | PhoneNum |
| Signature | 2019-01-15 | 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 | 4024737600 | 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 | 47008420190145000007 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-01-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9674FB53EACFED3F86C92FA31E1439DC187A62DB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9674FB53EACFED3F86C92FA31E1439DC187A62DB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $176,800,108 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $223,176 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $223,176 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,974,324 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,974,324 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,751,952 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,037,974 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,751,952 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,949,452 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,949,452 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $95,355 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $23,839 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $71,516 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,782 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,696 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,086 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,160 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,290 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,870 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $450,067 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $450,067 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $61,150 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,150 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,382 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $345 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,037 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $882 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $882 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $624,778 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $493,269 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $84,509 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,607,823 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,607,823 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,232,601 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $493,269 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,692,332 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,716,851 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,456,183 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $127,869 | CashBOYAmt |
| Cash EOY | $209,307 | CashEOYAmt |
| Cash EOYFMV | $209,307 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,188,558 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,431,095 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,431,095 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $76,641,462 | CorporateStockBOYAmt |
| Corporate Stock EOY | $78,421,083 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $160,962,334 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,486,794 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,666,268 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,625,218 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,924,791 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,358,394 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,572,154 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $92,369,474 | TotalAssetsBOYAmt |
| Total Assets EOY | $94,086,147 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $176,800,108 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,575 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,397 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,575 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,397 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $35,843 | CapitalStockBOYAmt |
| Capital Stock EOY | $35,843 | CapitalStockEOYAmt |
| Retained Earning BOY | $92,331,056 | RetainedEarningBOYAmt |
| Retained Earning EOY | $94,047,907 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $92,366,899 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $94,083,750 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $92,369,474 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $94,086,147 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $92,366,899 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,716,851 | ExcessRevenueOverExpensesAmt |
| Subtotal | $94,083,750 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $94,083,750 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SEE EXHIBIT 1 | 2015-01-01 | 2018-08-31 | $19,823,163 | $15,286,022 | $4,537,141 | $4,537,141 | |
| CAPITAL GAIN DIVIDENDS | $214,811 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,751,952 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,629,886 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $141,989,912 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053735 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,308,227 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $151,291,558 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054915 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,443,475 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $171,910,390 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049116 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,431,744 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $167,290,408 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044424 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,002,650 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $156,282,528 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038409 | DistributionYr5Rt |
| Total Distribution | 0.240599 | TotalDistributionRt |
| Average Distribution | 0.04812 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $159,420,079 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,671,294 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $84,562 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,755,856 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,692,332 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $169,124 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $169,124 | SubtotalAmt |
| Tax Based On Investment Income | $169,124 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $59,036 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $59,036 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,676 | EsPenaltyAmt |
| Tax Due | $111,764 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTIE HEACOCK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3082382480 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 456 | AddressLine1Txt |
| City | Kearney | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68848 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| Daniel J Hirschfeld | ||||||||
| PO Box 456 | Kearney | NE | 68848 | President, Treasurer | 5.0 | $4,000 | $0 | $0 |
| Monya A Hirschfeld | ||||||||
| PO Box 456 | Kearney | NE | 68848 | Secretary, Director | 5.0 | $4,000 | $0 | $0 |
| David J Hirschfeld | ||||||||
| PO Box 456 | Kearney | NE | 68848 | Vice President | 5.0 | $4,000 | $0 | $0 |
| Letitia A Spencer | ||||||||
| PO Box 456 | Kearney | NE | 68848 | Vice President | 5.0 | $4,000 | $0 | $0 |
| Benjamin G Hirschfeld | ||||||||
| PO Box 456 | Kearney | NE | 68848 | Vice President | 5.0 | $4,000 | $0 | $0 |
| Christie Heacock | ||||||||
| PO Box 456 | Kearney | NE | 68848 | Managing Director | 15.0 | $75,355 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM BLAIR & CO LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 WEST ADAMS ST | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $397,321 | CompensationAmt |
| 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 | $156,990,749 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,857,047 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $161,847,796 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $161,847,796 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,427,717 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $159,420,079 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,971,004 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,971,004 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $169,124 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $169,124 | TotalTaxAmt |
| Distributable Before Adj | $7,801,880 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,801,880 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,801,880 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,692,332 | 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 | $6,692,332 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $6,692,332 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,801,880 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,580,926 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,692,332 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,580,926 | AppliedToYear1Amt |
| Applied To Current Year | $111,406 | 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 | $7,690,474 | 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 | DANIEL J HIRSCHFELD | ContributingManagerNm |
| Contributing Manager | MONYA A HIRSCHFELD | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Christie Heacock | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 456 | AddressLine1Txt |
| City | Kearney | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68848 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3082382480 | RecipientPhoneNum |
| Form And Info And Materials | STANDARD APPLICATION FORM AVAILABLE FROM THE FOUNDATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS TO TAX-EXEMPT ORGANIZATIONS AS DEFINED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Rowe Sanctuary | ||||||
| 44450 Elm Island Road | Grand Island | NE | 68840 | PC | Capital Improvement | $100,000 |
| Connection Homeless Shelter | ||||||
| PO Box 1881 | North Platte | NE | 69103 | PC | Capital Improvement | $50,000 |
| Westview Boys Home | ||||||
| PO Box 553 | Hollis | OK | 73550 | PC | Capital Improvement | $385,413 |
| Grand Island Livestock | ||||||
| PO Box 490 | Grand Island | NE | 68802 | PC | PROGRAM SUPPORT | $10,000 |
| University of Nebraska | ||||||
| PO Box 2678 | Kearney | NE | 68848 | PC | Program Support | $3,800 |
| Tabitha Health Care | ||||||
| 4720 Randolph St | Lincoln | NE | 68510 | PC | Program Support | $50,000 |
| Kearney Catholic | ||||||
| PO Box 1261 | Kearney | NE | 68848 | PC | Capital Improvement | $50,000 |
| Kearney Area Community | ||||||
| PO Box 607 | Kearney | NE | 68848 | PC | PROGRAM SUPPORT | $15,000 |
| Salvation Army - Men's Shelter | ||||||
| 818 W 3rd St | Grand Island | NE | 68801 | PC | Program Support | $65,000 |
| Kearney Buffalo County CASA | ||||||
| PO Box 2288 | Kearney | NE | 68848 | PC | Program Support | $15,000 |
| City of Kearney | ||||||
| 18 E 22nd Street | Kearney | NE | 68847 | GOV | Capital Improvement | $30,000 |
| Hastings Museum | ||||||
| PO Box 148 | Hastings | NE | 68902 | PC | Capital Improvement | $25,000 |
| HelpCare Clinic | ||||||
| 3015 Ave A | Kearney | NE | 68847 | PC | PROGRAM SUPPORT | $5,000 |
| Mayo Foundation | ||||||
| 200 First Street SW | Rocherster | MN | 55902 | PC | Research | $1,000,000 |
| University of Nebraska | ||||||
| PO Box 2678 | Kearney | NE | 68848 | PC | Program Support | $20,000 |
| Hastings College | ||||||
| 800 North Turner Ave | Hastings | NE | 68901 | PC | Capital Improvement | $20,000 |
| Christian Heritage Homes | ||||||
| 14880 Old Cheney | Walton | NE | 68491 | PC | Program Support | $15,000 |
| Crane River | ||||||
| PO Box 2141 | Kearney | NE | 68848 | PC | Program Support | $8,400 |
| Girl Scouts Spirit | ||||||
| 2412 Hwy 30 East Suite 1 | Kearney | NE | 68847 | PC | Capital Improvement | $5,000 |
| Kearney Catholic | ||||||
| PO Box 1261 | Kearney | NE | 68848 | PC | Capital Improvement | $50,000 |
| Kearney Community Theatre | ||||||
| 83 Plaza Boulevard | Kearney | NE | 68845 | PC | Capital Improvement | $8,000 |
| Cleveland Clinic | ||||||
| 9500 Euclid Avenue Q-10 | Cleveland Clinic | OH | 44195 | PC | Research | $1,000,000 |
| Assure Women's Center | ||||||
| 6510 Sorensen Pkwy | Omaha | NE | 68152 | PC | PROGRAM SUPPORT | $20,000 |
| City of Kearney | ||||||
| 18 E 22nd Street | Kearney | NE | 68847 | GOV | Capital Improvement | $100,000 |
| Teton County AIrport | ||||||
| PO Box 1188 | Choteau | MT | 59422 | PC | Equipment | $100,000 |
| University of Nebraska | ||||||
| PO Box 2678 | Kearney | NE | 68848 | PC | PROGRAM SUPPORT | $30,000 |
| Madonna Foundation | ||||||
| 5401 South Street | Lincoln | NE | 68506 | PC | Program Support | $50,000 |
| World Theatre Foundation | ||||||
| PO Box 1694 | Kearney | NE | 68848 | PC | Capital Improvement | $50,000 |
| John Brown University | ||||||
| 200 W University Street | Siloam Springs | AK | 72761 | PC | Scholarships | $400,000 |
| Kearney Area Community | ||||||
| PO Box 607 | Kearney | NE | 68848 | PC | Program Support | $25,000 |
| Children's Hospital Foundation | ||||||
| 8401 West Dodge Road | Omaha | NE | 68114 | PC | PROGRAM SUPPORT | $150,000 |
| Let's Start Talking Ministry | ||||||
| 7650 Precinct Line | Hurst | TX | 76504 | PC | Program Support | $34,000 |
| City of Kearney | ||||||
| 18 E 22nd Street | Kearney | NE | 68847 | GOV | Equipment | $47,000 |
| City of Kearney | ||||||
| 18 E 22nd Street | Kearney | NE | 68847 | GOV | Capital Improvement | $30,000 |
| Kearney YMCA | ||||||
| 4500 Sixth Avenue | Kearney | NE | 68847 | PC | Capital Improvement | $830,210 |
| York College | ||||||
| 1125 E 8th Street | York | NE | 68497 | PC | Scholarships | $1,000,000 |
| Hastings Literacy Program | ||||||
| 123 North Mariam Road | Hastings | NE | 68901 | PC | PROGRAM SUPPORT | $1,000 |
| University of Nebraska | ||||||
| PO Box 2678 | Kearney | NE | 68848 | PC | Oncology Nutrition Program | $750,000 |
| Hearts and Hands Against | ||||||
| 800 West 3rd | Hastings | NE | 68901 | PC | Program Support | $10,000 |
| NE State Historical Foundation | ||||||
| 128 N 13th St Suite 1010 | Lincoln | NE | 68508 | PC | Capital Improvements | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,607,823 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $223,176 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,974,324 | 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 | $4,751,952 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,949,452 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,949,452 | 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 | $9,160 | Amt |
| Net Investment Income | $2,290 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,870 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $7,666,268 | EOYBookValueAmt |
| EOYFMV | $7,625,218 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS STOCKS | $9,929,821 | $10,710,344 |
| WILLIAM BLAIR STOCKS | $62,791,262 | $144,729,035 |
| WILLIAM BLAIR MUTUAL FUNDS | $5,700,000 | $5,522,955 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Book Value | $2,358,394 | BookValueAmt |
| EOYFMV | $2,572,154 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,782 | LegalFeesAmt |
| Net Investment Income | $1,696 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,086 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES AND FEES | Desc |
| Revenue And Expenses Per Books | $882 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $882 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MONEY MANAGEMENT FEES | CategoryTxt |
| Amt | $450,067 | Amt |
| Net Investment Income | $450,067 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $14,150 | $14,150 |
| FEDERAL INCOME TAXES | $47,000 |
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