HOLLAND FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HOLLAND FOUNDATION (EIN 47-0804949)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-03-28
- IRS object ID
- 201740879349100319
- Schema version
- 2016v3.0
- 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
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-28T17:10:13-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 533 NORTH 86TH STREET | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68114 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY A HOLLAND | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4023975500 | PhoneNum |
| Signature | 2017-03-10 | 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 | 2017-03-10 | IPDt |
| IP Tm | 08:16:41 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0EA74C7DA5D59C53923BF80EE936B7592D21BFF0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0EA74C7DA5D59C53923BF80EE936B7592D21BFF0 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $88,133,373 | 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 | $150 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $186 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $186 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $274,547 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $274,547 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,076,847 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,906,197 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,076,847 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,351,730 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,351,580 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $21,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $20,114 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,064 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $79,609 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $53,834 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $661 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $7,678 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $191,960 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $64,166,218 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $64,166,218 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,358,178 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $64,166,218 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$63,006,448 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,351,580 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $293,539 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $91,469 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $91,469 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $129,507,036 | CorporateStockBOYAmt |
| Corporate Stock EOY | $86,263,781 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $86,263,781 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,723,069 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,776,666 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,776,666 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,389 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,497 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,553 | LandBOYAmt |
| Land EOY | $892 | LandEOYAmt |
| Land EOYFMV | $892 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $565 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $565 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $131,525,197 | TotalAssetsBOYAmt |
| Total Assets EOY | $88,133,373 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $88,133,373 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $131,525,197 | UnrestrictedBOYAmt |
| Unrestricted EOY | $88,133,373 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $131,525,197 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $88,133,373 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $131,525,197 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $88,133,373 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $131,525,197 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$63,006,448 | ExcessRevenueOverExpensesAmt |
| Other Increases | $19,614,624 | OtherIncreasesAmt |
| Subtotal | $88,133,373 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $88,133,373 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2 SHARES BERKSHIRE HATHAWAY CLASS A | P | 2006-06-22 | 2016-02-11 | $375,076 | $184,300 | $190,776 | $190,776 |
| 1 SHARE BERKSHIRE HATHAWAY CLASS A | P | 2006-06-22 | 2016-04-20 | $218,305 | $92,150 | $126,155 | $126,155 |
| 1 SHARE BERKSHIRE HATHAWAY CLASS A | P | 2006-06-22 | 2016-06-08 | $213,619 | $92,150 | $121,469 | $121,469 |
| 1 SHARE BERKSHIRE HATHAWAY CLASS A | P | 2006-06-22 | 2016-08-02 | $214,579 | $92,150 | $122,429 | $122,429 |
| 4 SHARES BERKSHIRE HATHAWAY CLASS A | P | 2006-06-22 | 2016-11-08 | $884,618 | $368,600 | $516,018 | $516,018 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,076,847 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $9,004,207 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $141,941,231 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063436 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $19,127,335 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $141,997,176 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.134702 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $18,204,604 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $127,914,203 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.142319 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,257,893 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $63,436,399 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.098648 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,184,483 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $52,023,872 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.157322 | DistributionYr5Rt |
| Total Distribution | 0.596427 | TotalDistributionRt |
| Average Distribution | 0.119285 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $113,237,063 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $13,507,483 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,516 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $13,520,999 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $64,166,218 | 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 | $13,516 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,516 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,516 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,300 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $16,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,784 | OverpaymentAmt |
| Applied To ES Tax | $2,784 | 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 | 0 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD D HOLLAND | ||||||||
| 1501 SO 80TH ST | OMAHA | NE | 68124 | PRESIDENT (THROUGH AUG. 9, 2016) | 0.00 | $0 | $0 | $0 |
| THOMAS R PANSING | ||||||||
| 10250 REGENCY CIRCLE 300 | OMAHA | NE | 68114 | SECRETARY | 1.00 | $3,000 | $0 | $0 |
| WALLACE R WEITZ | ||||||||
| 1125 SO 103RD ST 600 | OMAHA | NE | 68124 | DIRECTOR | 1.00 | $3,000 | $0 | $0 |
| GERALD HOBERMAN | ||||||||
| 8405 INDIAN HILLS DRIVE 2A7 | OMAHA | NE | 68114 | DIRECTOR | 1.00 | $3,000 | $0 | $0 |
| KATHRYN A WEITZ-WHITE | ||||||||
| 1610 SOUTH 91 AVENUE | OMAHA | NE | 68124 | DIRECTOR | 1.00 | $3,000 | $0 | $0 |
| BARBARA H KRAL | ||||||||
| 68-1122 NORTH KANIKU DRIVE 313 | KAMUELA | HI | 96743 | DIRECTOR | 1.00 | $3,000 | $0 | $0 |
| MARY A HOLLAND | ||||||||
| 673 N 58TH STREET | OMAHA | NE | 68132 | PRESIDENT (BEGINNING AUG. 9, 2016) | 1.00 | $3,000 | $0 | $0 |
| NANCY CHRISTIE | ||||||||
| 9500 BELLA TERRA DRIVE | FORT WORTH | TX | 76126 | DIRECTOR | 1.00 | $3,000 | $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 | $114,813,776 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $147,709 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $114,961,485 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $114,961,485 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,724,422 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $113,237,063 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,661,853 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,661,853 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,516 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,516 | TotalTaxAmt |
| Distributable Before Adj | $5,648,337 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,648,337 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,648,337 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $64,166,218 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $64,166,218 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $13,516 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $64,152,702 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,648,337 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,709,901 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,262,879 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,841,942 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,056,048 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,973,497 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $34,844,267 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $64,166,218 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,648,337 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $58,517,881 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $93,362,148 | 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 | $5,709,901 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $87,652,247 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,262,879 | ExcessFromYear4Amt |
| Excess From Year3 | $11,841,942 | ExcessFromYear3Amt |
| Excess From Year2 | $12,056,048 | ExcessFromYear2Amt |
| Excess From Year1 | $1,973,497 | ExcessFromYear1Amt |
| Excess From Current Year | $58,517,881 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD D HOLLAND | ContributingManagerNm |
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 | 533 NORTH 86TH STREET | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68114 | 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 (97 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 100 BLACK MEN OF OMAHA INC | |||||||
| 2221 N 24TH ST | OMAHA | NE | 68110 | N/A | PC | OPERATING | $2,000 |
| AAAS | |||||||
| 1200 NEW YORK AVE NW | WASHINGTON | DC | 20005 | N/A | PC | OPERATING | $1,000 |
| AMERICAN CRAFT COUNCIL | |||||||
| 1224 MARSHALL STREET NE SUITE 200 | MINNEAPOLIS | MN | 55413 | N/A | PC | OPERATING | $5,000 |
| AT EASE USA | |||||||
| PO BOX 24465 | OMAHA | NE | 68124 | N/A | PC | OPERATING | $5,000 |
| AVENUE SCHOLARS FOUNDATION | |||||||
| 7101 MERCY ROAD STE 240 | OMAHA | NE | 68106 | N/A | PC | OPERATING | $809,564 |
| BALLET NEBRASKA | |||||||
| PO BOX 6413 | OMAHA | NE | 68106 | N/A | PC | OPERATING | $3,500 |
| BEMIS CENTER | |||||||
| 724 S 12TH ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $25,000 |
| BIG BROTHERSBIG SISTERS | |||||||
| 10831 OLD MILL RD STE 400 | OMAHA | NE | 68154 | N/A | PC | OPERATING | $8,000 |
| BLUE BARN THEATRE | |||||||
| 614 S 11TH ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $205,697 |
| BOYS & GIRLS CLUB OF THE MIDLANDS | |||||||
| 2610 HAMILTON STREET | OMAHA | NE | 68131 | N/A | PC | OPERATING | $5,000 |
| BROWNVILLE CONCERT SERIES | |||||||
| 126 ATLANTIC ST | BROWNVILLE | NE | 68321 | N/A | PC | OPERATING | $1,000 |
| BULLETIN OF THE ATOMIC SCIENTISTS | |||||||
| 1155 EAST 60TH ST | CHICAGO | IL | 60637 | N/A | PC | OPERATING | $25,000 |
| CENTER FOR RURAL AFFAIRS | |||||||
| PO BOX 136 | LYONS | NE | 68038 | N/A | PC | OPERATING | $65,000 |
| CENTRAL HIGH SCHOOL FOUNDATION | |||||||
| 1823 HARNEY ST SUITE 203 | OMAHA | NE | 68102 | N/A | PC | OPERATING | $2,500 |
| CHILD SAVING INSTITUTE | |||||||
| 4545 DODGE ST | OMAHA | NE | 68130 | N/A | PC | OPERATING | $65,000 |
| COLLEGE OF SAINT MARY | |||||||
| 7000 MERCY RD | OMAHA | NE | 68106 | N/A | PC | OPERATING | $80,000 |
| COMMON CAUSE EDUCATION FUND | |||||||
| 805 15TH STREET NW | WASHINGTON | DC | 20005 | N/A | PC | OPERATING | $10,000 |
| COMPLETELY KIDS | |||||||
| 2566 ST MARYS AVE | OMAHA | NE | 68105 | N/A | PC | OPERATING | $20,000 |
| CREIGHTON PREP | |||||||
| 7400 WESTERN AVE | OMAHA | NE | 68114 | N/A | PC | OPERATING | $192,464 |
| CREIGHTON UNIVERSITY | |||||||
| 2500 CALIFORNIA PLZ | OMAHA | NE | 68102 | N/A | PC | OPERATING | $5,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 11917 PIERCE PLZ | OMAHA | NE | 68144 | N/A | PC | OPERATING | $1,000 |
| DENVER HEALTH FOUNDATION | |||||||
| 655 BROADWAY SUITE 750 | DENVER | CO | 80203 | N/A | PC | OPERATING | $50,000 |
| DURHAM MUSEUM | |||||||
| 801 SOUTH 10ST ST | OMAHA | NE | 68108 | N/A | PC | OPERATING | $20,000 |
| EARTH DAY OMAHA | |||||||
| PO BOX 4183 | OMAHA | NE | 68104 | N/A | PC | OPERATING | $1,500 |
| EARTHPLACE | |||||||
| 10 WOODSIDE LANE | WESTPORT | CT | 06880 | N/A | PC | OPERATING | $1,000 |
| EL MUSEO LATINO | |||||||
| 4701 SOUTH 25TH ST | OMAHA | NE | 68107 | N/A | PC | OPERATING | $10,000 |
| FILM STREAMS | |||||||
| 1340 MIKE FAHEY ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $40,000 |
| FIRST RESPONDERS CRITICAL SUPPORT FOUNDATION | |||||||
| 14916 MIAMI ST | OMAHA | NE | 68116 | N/A | PC | OPERATING | $25,000 |
| FIRST UNITARIAN CHURCH | |||||||
| 3114 HARNEY ST | OMAHA | NE | 68131 | N/A | PC | OPERATING | $35,500 |
| FONTENELLE FOREST | |||||||
| 111 N BELLEVUE BLVD | BELLEVUE | NE | 68005 | N/A | PC | OPERATING | $1,000 |
| FRIENDS OF HERON HAVEN | |||||||
| 11809 OLD MAPLE ROAD | OMAHA | NE | 68164 | N/A | PC | OPERATING | $500 |
| GIRLS INC OF OMAHA | |||||||
| 2811 NORTH 45TH ST | OMAHA | NE | 68104 | N/A | PC | OPERATING | $154,650 |
| GIRLS SCOUTS SPIRIT OF NEBRASKA | |||||||
| 2121 SOUTH 44TH ST | OMAHA | NE | 68105 | N/A | PC | OPERATING | $2,000 |
| HERITAGE SERVICES COMMUNITY INFORMATION TRUST | |||||||
| 10050 REGENCY CIR STE 101 | OMAHA | NE | 68114 | N/A | PC | OPERATING | $1,068,937 |
| HERITAGE SERVICES COMMUNITY INFORMATION TRUST | |||||||
| 10050 REGENCY CIR STE 101 | OMAHA | NE | 68114 | N/A | PC | UNO ARENA | $1,915,159 |
| HUMANITIES NEBRASKA | |||||||
| 215 CENTENNIAL MALL SOUTH | LINCOLN | NE | 68508 | N/A | PC | OPERATING | $1,000 |
| INCLUSIVE COMMUNITIES | |||||||
| 6901 DODGE ST | OMAHA | NE | 68132 | N/A | PC | OPERATING | $25,000 |
| JESUIT ACADEMY | |||||||
| 2311 NORTH 22ND ST | OMAHA | NE | 68110 | N/A | PC | OPERATING | $5,000 |
| JOSLYN ART MUSEUM | |||||||
| 2200 DODGE ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $297,753 |
| KANEKO | |||||||
| 1111 JONES ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $503,082 |
| KEEP OMAHA BEAUTIFUL | |||||||
| 1819 FARNAM ST | OMAHA | NE | 68183 | N/A | PC | OPERATING | $1,000 |
| KICKS FOR A CURE INC | |||||||
| 401 N 117 ST | OMAHA | NE | 68154 | N/A | PC | OPERATING | $1,500 |
| KINDERPLATZ OF FINE ARTS | |||||||
| 2701 RIVERGLEN DR | FORT WORTH | TX | 76109 | N/A | PC | OPERATING | $5,000 |
| KNIGHTS OF AKSARBEN FOUNDATION | |||||||
| 6910 PACIFIC ST STE 102 | OMAHA | NE | 68106 | N/A | PC | OPERATING | $101,556 |
| LAURITZEN GARDENS | |||||||
| 100 BANCROFT ST | OMAHA | NE | 68108 | N/A | PC | OPERATING | $25,000 |
| LENA POPE HOME INC | |||||||
| 3200 SANGUINET ST | FORT WORTH | TX | 76107 | N/A | PC | OPERATING | $123,975 |
| METHODIST HOSPITAL FOUNDATION | |||||||
| 8401 W DODGE ROAD STE 225 | OMAHA | NE | 68114 | N/A | PC | OPERATING | $100,000 |
| METROPOLITAN COMMUNITY COLLEGE | |||||||
| PO BOX 3777 | OMAHA | NE | 68103 | N/A | PC | OPERATING | $25,000 |
| METROPOLITAN OPERA AUDITIONS | |||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | N/A | PC | OPERATING | $500 |
| MIDLANDS MENTORING PARTNERSHIP | |||||||
| 1004 FARNAM ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $10,000 |
| NATURE CONSERVANCY | |||||||
| 1007 LEAVENWORTH ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $100,000 |
| NEAT | |||||||
| 208 S BURLINGTON AVE | HASTINGS | NE | 68901 | N/A | PC | OPERATING | $35,000 |
| NEBRASKA AIDS PROJECT | |||||||
| 250 SOUTH 77 ST | OMAHA | NE | 68114 | N/A | PC | OPERATING | $5,000 |
| NEBRASKA APPLESEED | |||||||
| 941 O ST STE 920 | LINCOLN | NE | 68508 | N/A | PC | OPERATING | $100,457 |
| NEBRASKA CHILDREN & FAMILIES | |||||||
| 215 CENTENNIAL MALL SOUTH | LINCOLN | NE | 68508 | N/A | PC | OPERATING | $615,657 |
| NEBRASKA COALITION FOR LIFESAVING CURES | |||||||
| 900 SOUTH 74TH PLAZA STE 301 | OMAHA | NE | 68114 | N/A | PC | OPERATING | $34,700 |
| NEBRASKA CULTURAL ENDOWMENT | |||||||
| 1004 FARNAM ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $60,000 |
| NEBRASKA SHAKESPEARE FESTIVAL | |||||||
| 2500 CALIFORNIA PLZ | OMAHA | NE | 68178 | N/A | PC | OPERATING | $5,000 |
| NEBRASKA WILDLIFE REHAB INC | |||||||
| PO BOX 24122 | OMAHA | NE | 68124 | N/A | PC | OPERATING | $60,000 |
| NEBRASKA WRITERS COLLECTIVE | |||||||
| 9712 N 34TH ST | OMAHA | NE | 68112 | N/A | PC | OPERATING | $5,000 |
| NET FOUNDATION | |||||||
| PO BOX 83111 | LINCOLN | NE | 68501 | N/A | PC | OPERATING | $2,000 |
| NORTHSTAR FOUNDATION | |||||||
| PO BOX 4817 | OMAHA | NE | 68104 | N/A | PC | OPERATING | $100,457 |
| NRDC | |||||||
| 40 WEST 20TH ST | NEW YORK | NY | 10011 | N/A | PC | OPERATING | $3,000 |
| OMAHA AREA YOUTH ORCHESTRA | |||||||
| PO BOX 34518 | OMAHA | NE | 68134 | N/A | PC | OPERATING | $30,000 |
| OMAHA CHAMBER MUSIC SOCIETY | |||||||
| 7914 WEST DODGE RD STE 364 | OMAHA | NE | 68114 | N/A | PC | OPERATING | $1,500 |
| OMAHA CHILDREN'S MUSEUM | |||||||
| 500 S 20TH ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $500 |
| OMAHA COMMUNITY FOUNDATION | |||||||
| 302 SOUTH 36TH ST STE 100 | OMAHA | NE | 68131 | N/A | PC | OPERATING | $10,000 |
| OMAHA COMMUNITY PLAYHOUSE | |||||||
| 6815 CASS ST | OMAHA | NE | 68132 | N/A | PC | OPERATING | $5,000 |
| OMAHA CONSERVATORY OF MUSIC | |||||||
| 3504 SOUTH 108TH ST | OMAHA | NE | 68144 | N/A | PC | OPERATING | $1,995,593 |
| OMAHA EQUESTRIAN FOUNDATION | |||||||
| 1004 FARNAM ST STE 400 | OMAHA | NE | 68102 | N/A | PC | OPERATING | $245,589 |
| OMAHA PARKS FOUNDATION | |||||||
| 1819 FARNAM ST | OMAHA | NE | 68183 | N/A | PC | OPERATING | $1,000 |
| OMAHA PERFORMING ARTS SOCIETY | |||||||
| 1200 DOUGLAS ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $35,957,426 |
| OMAHA POLICE FOUNDATION | |||||||
| 505 SOUTH 15TH ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $5,000 |
| OMAHA PUBLIC LIBRARY | |||||||
| 9101 W DODGE RD | OMAHA | NE | 68114 | N/A | PC | OPERATING | $5,000 |
| OMAHA SUMMER ARTS FESTIVAL | |||||||
| PO BOX 31036 | OMAHA | NE | 68131 | N/A | PC | OPERATING | $2,000 |
| OMAHA SYMPHONY | |||||||
| 1605 HOWARD ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $247,292 |
| OMAHA THEATRE COMPANY | |||||||
| 2001 FARNAM ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $50,000 |
| OMAHA ZOO FOUNDATION | |||||||
| 3701 S 10TH ST | OMAHA | NE | 68107 | N/A | PC | OPERATING | $1,068,937 |
| OPEN SKY POLICY INSTITUTE | |||||||
| 1201 O ST 10 | LINCOLN | NE | 68508 | N/A | PC | OPERATING | $9,000 |
| OPERA AMERICA | |||||||
| 330 SEVENTH AVE | NEW YORK | NY | 10001 | N/A | PC | OPERATING | $500 |
| OPERA OMAHA | |||||||
| 1850 FARNAM ST | OMAHA | NE | 68102 | N/A | PC | OPERATING | $1,813,347 |
| PARTNERSHIP FOR OUR KIDS | |||||||
| 1004 FARNAM ST STE 200 | OMAHA | NE | 68102 | N/A | PC | OPERATING | $772,495 |
| PETER KIEWIT INSTITUTE | |||||||
| 1110 SOUTH 67 ST | OMAHA | NE | 68182 | N/A | PC | AOE | $120,000 |
| PLANNED PARENTHOOD OF THE HEARTLAND | |||||||
| 1171 7TH ST | DES MOINES | IA | 50314 | N/A | PC | OPERATING | $200,000 |
| PROJECT HARMONY | |||||||
| 11949 Q ST | OMAHA | NE | 68137 | N/A | PC | OPERATING | $988,306 |
| SALVATION ARMY | |||||||
| 3612 CUMING ST | OMAHA | NE | 68131 | N/A | PC | OPERATING | $654,150 |
| SAVING GRACE | |||||||
| 4611 SOUTH 96TH ST STE 112 | OMAHA | NE | 68127 | N/A | PC | OPERATING | $60,000 |
| SPRING CREEK PRAIRIE AUDUBON | |||||||
| 11700 SW 100TH ST | DENTON | NE | 68339 | N/A | PC | OPERATING | $500 |
| STRATEGIC AIR AND SPACE MUSEUM | |||||||
| 28210 W PARK HWY | ASHLAND | NE | 68003 | N/A | PC | OPERATING | $25,000 |
| THE NEW CASSELL FOUNDATION | |||||||
| 900 N 90TH ST | OMAHA | NE | 68114 | N/A | PC | OPERATING | $3,000 |
| TRI-FAITH INITIATIVE | |||||||
| PO BOX 31344 | OMAHA | NE | 68131 | N/A | PC | OPERATING | $125,000 |
| UNION FOR CONTEMPORARY ART | |||||||
| 2417 BURDETTE ST | OMAHA | NE | 68111 | N/A | PC | OPERATING | $25,000 |
| UNIVERSITY OF NE FOUNDATION | |||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | N/A | PC | OPERATING | $11,003,002 |
| URBAN LEAGUE NEBRASKA | |||||||
| 3040 LAKE ST | OMAHA | NE | 68111 | N/A | PC | OPERATING | $30,000 |
| WILLA CATHER FOUNDATION | |||||||
| 413 N WEBSTER ST | RED CLOUD | NE | 68970 | N/A | PC | OPERATING | $15,000 |
| WOMEN'S CENTER | |||||||
| 222 SOUTH 29TH ST | OMAHA | NE | 68131 | N/A | PC | OPERATING | $1,481,473 |
| YANNEY HERITAGE PARK | |||||||
| 2020 W 11TH ST | KEARNEY | NE | 68845 | N/A | PC | OPERATING | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $64,166,218 | 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 | $186 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $274,547 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,076,847 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,351,580 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,351,580 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $9,064 | 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 | $781 | 200DB | 7.000000000000 | $90 | $0 |
| DELL LAPTOP | 2012-01-23 | $1,489 | $1,360 | 200DB | 5.000000000000 | $86 | $0 |
| OFFICE FURNITURE | 2012-03-31 | $472 | $398 | 200DB | 7.000000000000 | $21 | $0 |
| LASER PRINTER | 2012-05-31 | $321 | $293 | 200DB | 5.000000000000 | $19 | $0 |
| BLACK/WHITE PRINTER | 2012-06-30 | $214 | $195 | 200DB | 5.000000000000 | $13 | $0 |
| COMPUTER | 2015-04-23 | $1,349 | $270 | 200DB | 5.000000000000 | $432 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | WEITZ FIXED INCOME FUND | BondNm |
| EOY Book Value | $1,776,666 | EOYBookValueAmt |
| EOYFMV | $1,776,666 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WEITZ PARTNERS OPPORTUNITY FUND | $17,412,346 | $17,412,346 |
| RBC - BERKSHIRE HATHAWAY STOCK | $68,851,435 | $68,851,435 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER EQUIPMENT | $3,539 | $3,539 | $0 |
| OFFICE FURNITURE | $1,005 | $871 | $134 |
| DELL LAPTOP | $1,489 | $1,446 | $43 |
| OFFICE FURNITURE | $472 | $419 | $53 |
| LASER PRINTER | $321 | $312 | $9 |
| BLACK/WHITE PRINTER | $214 | $208 | $6 |
| COMPUTER | $1,349 | $702 | $647 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $20,114 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OVERPAYMENT OF PAYROLL TAXES | Desc |
| EOY Book Value | $565 | EOYBookValueAmt |
| EOYFMV | $565 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $4,884 | $0 | $0 |
| TELEPHONE | $750 | $0 | $0 |
| INSURANCE | $2,044 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DECREASE IN UNREALIZED APPRECIATION | Desc |
| Amt | $19,614,624 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATIVE | CategoryTxt |
| Amt | $79,609 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES-CURRENT YR | $16,300 | $0 | $0 |
| PAYROLL TAXES | $6,090 | $0 | $0 |
| FEDERAL EXCISE TAXES - PRIOR YEAR | $31,444 | $0 | $0 |
Comments