HIRSCHFELD FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HIRSCHFELD FAMILY FOUNDATION INC (EIN 47-0762188)
- Tax period
- 2016-09-01 to 2017-08-31
- Filed
- 2018-01-11
- IRS object ID
- 201800119349100500
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments 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 | 2018-01-11T08:51:07-06:00 | ReturnTs |
| Tax Period End | 2017-08-31 | 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 | 2016-09-01 | 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 | 2017-01-16 | 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 | 47008420180115000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-01-11 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0E73408C17B659B1504FB7592FA1534493049A73 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0E73408C17B659B1504FB7592FA1534493049A73 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $142,406,534 | 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 | $314,985 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $314,985 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,031,256 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,031,256 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,056,922 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,277,155 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,056,922 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,403,163 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,403,163 | 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 | $19,489 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,872 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $14,617 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,885 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,471 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,414 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $361,476 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $361,476 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $41,096 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,096 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $3,859 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $965 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,894 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,380 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $587 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $793 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $532,540 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $407,306 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $97,234 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,592,611 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,592,611 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,125,151 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $407,306 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,689,845 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,721,988 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,995,857 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $326,493 | CashBOYAmt |
| Cash EOY | $127,869 | CashEOYAmt |
| Cash EOYFMV | $127,869 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,455,249 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,188,558 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,188,558 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $69,681,292 | CorporateStockBOYAmt |
| Corporate Stock EOY | $76,641,462 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $126,253,436 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,503,330 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,486,794 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,659,538 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,123,155 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,924,791 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,177,133 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $94,089,519 | TotalAssetsBOYAmt |
| Total Assets EOY | $92,369,474 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $142,406,534 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $632 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,575 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $632 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,575 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $35,843 | CapitalStockBOYAmt |
| Capital Stock EOY | $35,843 | CapitalStockEOYAmt |
| Retained Earning BOY | $94,053,044 | RetainedEarningBOYAmt |
| Retained Earning EOY | $92,331,056 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $94,088,887 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $92,366,899 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $94,089,519 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $92,369,474 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $94,088,887 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,721,988 | ExcessRevenueOverExpensesAmt |
| Subtotal | $92,366,899 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $92,366,899 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SEE EXHIBIT 1 | P | 2013-01-01 | 2017-08-31 | $25,252,309 | $22,220,233 | $3,032,076 | $3,032,076 |
| CAPITAL GAIN DIVIDENDS | P | $24,846 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,056,922 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,308,227 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $151,291,558 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054915 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,443,475 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $171,910,390 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049116 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,431,744 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $167,290,408 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044424 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,002,650 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $156,282,528 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038409 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,551,889 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $134,411,028 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041305 | DistributionYr5Rt |
| Total Distribution | 0.228169 | TotalDistributionRt |
| Average Distribution | 0.045634 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $141,989,912 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,479,568 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $59,959 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,539,527 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,689,845 | 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 | $59,959 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $59,959 | SubtotalAmt |
| Tax Based On Investment Income | $59,959 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $71,995 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $71,995 | TotalPaymentsAndCreditsAmt |
| Overpayment | $12,036 | OverpaymentAmt |
| Applied To ES Tax | $12,036 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 | $320,503 | 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 | $134,459,362 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,692,833 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $144,152,195 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $144,152,195 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,162,283 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $141,989,912 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,099,496 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,099,496 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $59,959 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $59,959 | TotalTaxAmt |
| Distributable Before Adj | $7,039,537 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,039,537 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,039,537 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,689,845 | 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 | $7,689,845 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $59,959 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,629,886 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,039,537 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,231,234 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,689,845 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,231,234 | AppliedToYear1Amt |
| Applied To Current Year | $458,611 | 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 | $6,580,926 | 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 (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| University of Nebraska Foundation | ||||||
| PO Box 2678 | Kearney | NE | 68848 | PC | Programming | $14,000 |
| University of Nebraska Foundation | ||||||
| PO Box 2678 | Kearney | NE | 68848 | PC | Capital Improvement | $1,000,000 |
| Collage Center | ||||||
| 3000 2nd Ave Suite 100 | Kearney | NE | 68847 | PC | programming | $50,000 |
| Kearney Catholic | ||||||
| PO Box 1261 | Kearney | NE | 68848 | PC | Program support | $50,000 |
| University of Nebraska Foundation | ||||||
| PO Box 2678 | Kearney | NE | 68848 | PC | KSO Young Artist | $5,000 |
| University of Nebraska Foundation | ||||||
| PO Box 2678 | Kearney | NE | 68848 | PC | UNK Music | $15,000 |
| Prairie Art Brothers | ||||||
| 412 West 48th Street 12 | Kearney | NE | 68845 | PC | Programming | $2,500 |
| Foundation for Annie Jeffrey | ||||||
| PO Box 428 | Osceola | NE | 68651 | PC | Capital Improvment - x-ray | $30,000 |
| Open Door Mission | ||||||
| 2828 North 23rd Street East | Omaha | NE | 68110 | PC | programming | $6,500 |
| Kearney Area Community Found | ||||||
| PO Box 607 | Kearney | NE | 68848 | PC | Double R Horse Rescue - Horses | $10,000 |
| Mayo Foundation | ||||||
| 200 First Street SW | Rocherster | MN | 55902 | PC | Alzheimer Research | $1,000,000 |
| Willa Cather Foundation | ||||||
| 413 North Webster Street | Red Cloud | NE | 68970 | PC | Capital Improvement | $50,000 |
| Kearney Habitat for Humanity | ||||||
| PO Box 1452 | Kearney | NE | 68848 | PC | Program support | $295,000 |
| University of Nebraska Foundation | ||||||
| PO Box 2678 | Kearney | NE | 68848 | PC | Philosphy Dept | $20,000 |
| Custer Care | ||||||
| 346 N 16th Ave | Broken Bow | NE | 68822 | PC | Capital Improvement | $15,000 |
| Friends of Axtell Public Library | ||||||
| 305 N Main Street | Axtell | NE | 68924 | PC | Books | $5,000 |
| Wellspring Pregnancy Health Center | ||||||
| 223 East 14th Street Suite 202 | Hastings | NE | 68901 | PC | Program Development | $11,000 |
| York College | ||||||
| 1125 East 8th Street | York | NE | 68467 | PC | Program support | $1,000,000 |
| City of Kearney | ||||||
| 18 E 22nd Street | Kearney | NE | 68847 | GOV | Police Department - load bearing vest carriers | $35,000 |
| Cheyenne County Community Center | ||||||
| 627 Toledo St | Sidney | NE | 69162 | PC | Bus | $55,000 |
| City of Ravenna - Public Library | ||||||
| 121 West Seneca Street | Ravenna | NE | 68869 | GOV | Library | $25,000 |
| Kearney Area Arts Council | ||||||
| PO Box 842 | Kearney | NE | 68848 | PC | Programming | $5,000 |
| Madonna Foundation | ||||||
| 5401 South Street | Lincoln | NE | 68506 | PC | Technology and Research | $50,000 |
| Cleveland Clinic | ||||||
| 9500 Euclid Avenue Q-10 | Cleveland Clinic | OH | 44195 | PC | Autoimmune Research | $1,000,000 |
| Compass | ||||||
| PO Box 996 | Kearney | NE | 68848 | PC | Technology | $10,000 |
| Community Action Partnership of Mid-NE | ||||||
| 16 W 11th Street | Kearney | NE | 688472288 | PC | Equipment for Food Program | $40,159 |
| Boys Town | ||||||
| 14100 Crawford Street | Boys Town | NE | 68010 | PC | Camp Abilties | $10,000 |
| Crane River | ||||||
| PO Box 2141 | Kearney | NE | 68848 | PC | Programming | $7,900 |
| Collage Center | ||||||
| 3000 2nd Ave Suite 100 | Kearney | NE | 68847 | PC | Program support | $50,000 |
| City of Kearney | ||||||
| 18 E 22nd Street | Kearney | NE | 68847 | GOV | trail | $225,000 |
| SoulBeauty | ||||||
| 55 E 78th Street | Kearney | NE | 68847 | PC | Programming | $2,000 |
| Great Platte River Road Mem Foundation | ||||||
| 3060 East 1st Street | Kearney | NE | 68847 | PC | Programming | $4,000 |
| Kearney YMCA | ||||||
| 4500 Sixth Avenue | Kearney | NE | 68847 | PC | Summer MVP Camp | $20,000 |
| Hearts and Hands Against Hunger | ||||||
| 800 West 3rd | Hastings | NE | 68901 | PC | Food Supplies | $6,000 |
| University of Nebraska Foundation | ||||||
| PO Box 2678 | Kearney | NE | 68848 | PC | KSO $5,000, UNK Music Guest Artist $15000 | $20,000 |
| York College | ||||||
| 1125 East 8th Street | York | NE | 68467 | PC | Program support | $1,000,000 |
| Foundation for Thayer Co Health Services | ||||||
| 120 Park Avenue | Hebron | NE | 68370 | PC | Equipment | $8,000 |
| City of Kearney | ||||||
| 18 E 22nd Street | Kearney | NE | 68847 | GOV | trails | $75,000 |
| CHI Health Good Samaritan Foundation | ||||||
| 115 West 32nd Street | Kearney | NE | 68845 | PC | Software for knee replacements | $290,000 |
| Friends of Ash Hollow State Hist Park | ||||||
| PO Box 70 | Lewellen | NE | 69147 | PC | event | $15,000 |
| Office of the Teton County Sheriff | ||||||
| PO Box 1349 | Choteau | MT | 59422 | PC | Program support | $60,552 |
| Kearney YMCA | ||||||
| 4500 Sixth Avenue | Kearney | NE | 68847 | PC | MVP Camp | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,592,611 | 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 | $314,985 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,031,256 | 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 | $3,056,922 | 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 | $6,403,163 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,403,163 | 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 | $9,885 | Amt |
| Net Investment Income | $2,471 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,414 | 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 | $7,486,794 | EOYBookValueAmt |
| EOYFMV | $7,659,538 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS STOCKS | $7,999,113 | $8,293,075 |
| WILLIAM BLAIR STOCKS | $61,897,814 | $110,215,359 |
| WILLIAM BLAIR MUTUAL FUNDS | $6,744,535 | $7,745,002 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Book Value | $2,924,791 | BookValueAmt |
| EOYFMV | $3,177,133 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $19,489 | LegalFeesAmt |
| Net Investment Income | $4,872 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,617 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES AND FEES | $323 | $323 | |
| WEBSITE EXPENSE | $1,057 | $264 | $793 |
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 | $361,476 | Amt |
| Net Investment Income | $361,476 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $13,096 | $13,096 |
| FEDERAL INCOME TAXES | $28,000 |
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