ROBERT B DAUGHERTY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT B DAUGHERTY FOUNDATION (EIN 36-3766006)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-11
- IRS object ID
- 201633169349100518
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-11T09:54:27-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1120 S 101ST ST STE 410 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 681241088 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363766006 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT B DAUGHERTY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOHN WILSON | InCareOfNm |
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 4029334663 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE VALMONT PLAZA Suite 202 | AddressLine1Txt |
| City | Omaha | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN K WILSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4029334663 | PhoneNum |
| Signature | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON W BOMBECK | PreparerPersonNm |
| PTIN | P00393463 | PTIN |
| Phone | 4023921040 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $693,124,681 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $25,064,855 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $694 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $694 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,135,272 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,120,415 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $14,857 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,211,445 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $37,211,445 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $73,412,266 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,332,554 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $14,857 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $697,923 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $139,585 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $558,338 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $299,570 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $59,914 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $239,656 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $169,789 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $33,958 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $135,831 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $20,462 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $18,416 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,046 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $33,440 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,688 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $26,752 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,615,626 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,550,810 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $64,816 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $47,434 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $47,434 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $578,406 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $71,787 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $36,619 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $167,681 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $167,681 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $205,261 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $41,052 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $164,209 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,338,839 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,237,295 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $77,262 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,174,431 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,374,620 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,305,529 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,047,122 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,047,122 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $42,221,553 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,374,620 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,352,651 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $31,190,713 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,957,934 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,857 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,638,384 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,602,147 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,602,147 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $719,883,608 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $671,734,665 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $671,734,665 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,407,553 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $636,158 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $934,110 | LandBOYAmt |
| Land EOY | $771,395 | LandEOYAmt |
| Land EOYFMV | $771,395 | LandEOYFMVAmt |
| Other Assets EOY | $4,016,474 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,016,474 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $734,456,102 | TotalAssetsBOYAmt |
| Total Assets EOY | $693,124,681 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $693,124,681 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $734,456,102 | UnrestrictedBOYAmt |
| Unrestricted EOY | $693,124,681 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $0 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $0 | TemporarilyRestrictedEOYAmt |
| Permanently Restricted BOY | $0 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $0 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $734,456,102 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $693,124,681 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $734,456,102 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $693,124,681 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $734,456,102 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $31,190,713 | ExcessRevenueOverExpensesAmt |
| Subtotal | $765,646,815 | SubtotalAmt |
| Other Decreases | $72,522,134 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $693,124,681 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt |
|---|---|---|
| OTHER - DETAIL AVAILABLE UPON REQUEST | P | $6,133,735 |
| SHS VALMONT INDUSTRIES, INC. | D | $31,055,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,211,445 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $35,215,602 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $763,059,100 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046151 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $31,170,484 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $743,529,246 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041922 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $25,338,173 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $676,131,741 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037475 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,877,562 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $539,247,522 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.023881 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,071,746 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $279,710,288 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.032433 | DistributionYr5Rt |
| Total Distribution | 0.181862 | TotalDistributionRt |
| Average Distribution | 0.036372 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $729,101,589 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $26,518,883 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $439,579 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $26,958,462 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $37,352,651 | 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 | $439,579 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $439,579 | SubtotalAmt |
| Tax Based On Investment Income | $439,579 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $457,608 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $60,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $517,608 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $78,029 | OverpaymentAmt |
| Applied To ES Tax | $78,029 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN WILSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4029334663 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE VALMONT PLAZA SUITE 202 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | EI | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | 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 (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| J TIMOTHY DAUGHERTY | ||||||||
| ONE VALMONT PLAZA | Omaha | NE | 68154 | trustee | 1.0 | $35,000 | $0 | $0 |
| ROBERT DAUGHERTY III | ||||||||
| ONE VALMONT PLAZA | Omaha | NE | 68154 | TRUSTEE | 1.0 | $35,000 | $0 | $2,886 |
| F JOE DAUGHERTY | ||||||||
| ONE VALMONT PLAZA | Omaha | NE | 68154 | TRUSTEE | 1.0 | $35,000 | $0 | $0 |
| MOGENS BAY | ||||||||
| ONE VALMONT PLAZA | Omaha | NE | 68154 | TRUSTEE | 1.0 | $35,000 | $0 | $0 |
| KEN STINSON | ||||||||
| ONE VALMONT PLAZA | Omaha | NE | 68154 | TRUSTEE | 1.0 | $35,000 | $0 | $0 |
| JOHN K WILSON | ||||||||
| ONE VALMONT PLAZA | Omaha | NE | 68154 | EXECUTIVE DIRECTOR | 40.0 | $352,577 | $54,948 | $0 |
| KIMBERLY YUNGTUM | ||||||||
| ONE VALMONT PLAZA | Omaha | NE | 68154 | CHIEF GRANTS OFFICER | 40.0 | $170,346 | $38,395 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| REBECCA NADGWICK | ||||||||
| ONE VALMONT PLAZA | OMAHA | NE | 68154 | CONTROLLER/MANAGER | 40.0 | $111,854 | $30,913 | $0 |
| FRED SCHOTT | ||||||||
| ONE VALMONT PLAZA | OMAHA | NE | 68154 | PROGRAM ADVISOR | 20.0 | $88,144 | $7,052 | $0 |
| SARA SEMIN | ||||||||
| ONE VALMONT PLAZA | OMAHA | NE | 68154 | GRANTS RESEARCHER | 40.0 | $78,723 | $20,038 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PRODIGY ASSET MANAGEMENT LLC | |||||
| 14100 CRAWFORD STREET | BOYS TOWN | NE | 68010 | INVESTMENT SERVICES | $1,086,174 |
| BNY Mellon NA | |||||
| PO BOX 223230 | PITTSBURGH | PA | 152512230 | investment services | $223,425 |
| MONDRIAN INVESTMENT GROUP INC | |||||
| 1105 N MARKET STREET SUITE 1118 | WILMINGTON | DE | 19801 | investment services | $233,404 |
| IRIDIAN ASSET MANAGEMENT LLC | |||||
| 276 POST ROAD WEST | WESTPORT | CT | 068804704 | investment services | $166,662 |
| conestoga capital advisors | |||||
| 550 E SWEDESFORD ROAD SUITE 120 | WAYNE | PA | 19087 | investment services | $134,156 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 4 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $717,529,166 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,421,539 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,253,954 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $740,204,659 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $740,204,659 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,103,070 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $729,101,589 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,455,079 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,455,079 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $439,579 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $439,579 | TotalTaxAmt |
| Distributable Before Adj | $36,015,500 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $36,015,500 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $36,015,500 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,352,651 | 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 | $37,352,651 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $439,579 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $36,913,072 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,015,500 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $35,125,365 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $37,352,651 | QualifyingDistributionsAmt |
| Applied To Year1 | $35,125,365 | AppliedToYear1Amt |
| Applied To Current Year | $2,227,286 | 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 | $33,788,214 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Kimberly Yungtum | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE VALMONT PLAZA SUITE 202 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4029334663 | RecipientPhoneNum |
| Form And Info And Materials | ATTACHMENT 17 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIMARILY FOR ORGANIZATIONS IN THE STATE OF NEBRASKA, PARTICULARLY IN THE GREATER OMAHA AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (95 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Aqua-Africa Inc | ||||||||
| 1213 Jones Street | Omaha | NE | 68102 | none | PC | General Operating Support | $50,000 | |
| Ashland Area Foundation | ||||||||
| 1442 Silver St | Ashland | NE | 68003 | none | PC | Capital Fund/Renovation | $50,000 | |
| Autism Action Partnership | ||||||||
| 10110 Nichols Street Suite 202 | Omaha | NE | 68114 | none | PC | Program/Project Support | $30,000 | |
| Bethany Lutheran Church | ||||||||
| 4200 N 204th St | Elkhorn | NE | 68022 | none | PC | Program/Project Support | $2,000 | |
| Big Brothers Big Sisters Of The Midlands | ||||||||
| 10831 Old Mill Rd Suite 400 | Omaha | NE | 68154 | none | PC | General Operating Support | $50,000 | |
| Blue Barn Theatre | ||||||||
| 1106 South 10th Street | Omaha | NE | 68108 | none | PC | General Operating Support | $30,000 | |
| Boy Scouts Of America Mid America Council | ||||||||
| 12401 West Maple Road | Omaha | NE | 68164 | none | PC | Capital Fund/Renovation | $249,000 | |
| Boys & Girls Clubs Of Lincoln and Lancaster County | ||||||||
| PO Box 22344 | Lincoln | NE | 68542 | none | PC | General Operating Support | $30,000 | |
| Boys And Girls Clubs Of The Midlands | ||||||||
| 2610 Hamilton Street | Omaha | NE | 68131 | none | PC | Program/Project Support and General Operating Support | $972,500 | |
| Brain Injury Association of Nebraska Inc | ||||||||
| 2424 Ridge Point Circle | Lincoln | NE | 68512 | none | PC | Program/Project Support | $15,000 | |
| Casa For Douglas County | ||||||||
| 2412 St Marys Avenue | Omaha | NE | 68105 | none | PC | General Operating Support | $25,000 | |
| Chadron State Foundation | ||||||||
| 1000 Main Street | Chadron | NE | 69337 | none | PC | Capital Fund/Renovation | $300,000 | |
| Child Saving Institute Inc | ||||||||
| 4545 Dodge St | Omaha | NE | 68132 | none | PC | General Operating Support | $25,000 | |
| Children's Hospital & Medical Center Foundation | ||||||||
| 8401 West Dodge Road Suite 120 | Omaha | NE | 68114 | none | PC | Capital Fund/Renovation | $250,000 | |
| Childrens Scholarship Fund Of Omaha | ||||||||
| 1111 N 13th Street Suite 101 | Omaha | NE | 68102 | none | PC | Program/Project Support | $500,000 | |
| City of Lexington | ||||||||
| 406 E 7th Street | Lexington | NE | 68850 | none | GOV | Capital Fund/Renovation | $140,000 | |
| City Of Omaha Police Foundation Inc | ||||||||
| P O Box 31134 | Omaha | NE | 68131 | none | PC | Program/Project Support | $11,500 | |
| Collective For Youth | ||||||||
| 105 N 31st Ave Suite 103 | Omaha | NE | 68131 | none | PC | General Operating Support | $50,000 | |
| College of St Mary | ||||||||
| 7000 Mercy Road | Omaha | NE | 68106 | none | PC | Capital Fund/Renovation | $1,000,000 | |
| College Possible | ||||||||
| 900 S 74th Plaza Suite 403 | Omaha | NE | 68114 | none | PC | General Operating Support | $250,000 | |
| Columbus Family Y Inc | ||||||||
| 3912 38th Street | Columbus | NE | 68601 | none | PC | Capital Fund/Renovation | $125,000 | |
| Community Information Trust | ||||||||
| 10050 Regency Circle Suite 101 | Omaha | NE | 68114 | none | PC | Capital Fund/Renovation | $625,000 | |
| Completely KIDS | ||||||||
| 2566 St Marys Avenue | Omaha | NE | 68105 | none | PC | General Operating Support | $165,000 | |
| Council Bluffs Community School District | ||||||||
| 300 West Broadway Suite 1600 | Council Bluffs | IA | 51503 | none | GOV | Capital Fund/Renovation | $250,000 | |
| Creighton University | ||||||||
| 2500 California Plaza | Omaha | NE | 68178 | none | PC | Capital Fund/Renovation | $2,000,000 | |
| Custer Economic Development Corporation | ||||||||
| PO Box 2 | Broken Bow | NE | 68822 | none | PC | Program/Project Support | $10,000 | |
| Donors Trust co Heritage Services | ||||||||
| 10050 Regency Circle Suite 101 | Omaha | NE | 68114 | none | PC | Capital Fund/Renovation | $3,200,000 | |
| Downtown Omaha Inc Foundation | ||||||||
| PO Box 8252 | Omaha | NE | 68108 | none | PC | Program/Project Support | $25,000 | |
| Film Streams Inc | ||||||||
| 1340 Mike Fahey Street | Omaha | NE | 68102 | none | PC | General Operating Support | $25,000 | |
| Fremont Area Habitat for Humanity Inc | ||||||||
| 701 E Dodge Street | Fremont | NE | 68026 | none | PC | Capital Fund/Renovation | $40,000 | |
| Girls Incorporated of Omaha | ||||||||
| 2811 North 45th Street | Omaha | NE | 68104 | none | PC | Capital Fund/Renovation | $1,002,750 | |
| Glacier National Park Conservancy | ||||||||
| 402 9th St West | Columbia Falls | MT | 59912 | none | PC | Program/Project Support | $50,000 | |
| Grand Island Public Schools Foundation | ||||||||
| 123 South Webb Road | Grand Island | NE | 68802 | none | PC | Capital Fund/Renovation | $395,000 | |
| Habitat For Humanity of Omaha Inc | ||||||||
| 1701 N 24th Street | Omaha | NE | 68110 | none | PC | Program/Project Support | $285,000 | |
| Hastings College Foundation | ||||||||
| 11422 Miracle Hills Drive Suite 55 | Omaha | NE | 68154 | none | SO II | Capital Fund/Renovation | $1,500,000 | |
| Hastings Museum Foundation Inc | ||||||||
| 500 East 39th Street | Hastings | NE | 68902 | none | PC | Capital Fund/Renovation | $75,000 | |
| Heartland Family Service | ||||||||
| 2101 S 42nd St | Omaha | NE | 68105 | none | PC | Capital Fund/Renovation | $500,000 | |
| Heartland Hope Mission | ||||||||
| 2021 U Street | Omaha | NE | 68107 | none | PC | General Operating Support | $30,000 | |
| Hennepin Health Foundation | ||||||||
| 701 Park Ave LSB-3 | Minneapolis | MN | 55415 | none | SO II | Program/Project Support | $200,000 | |
| Heritage Services | ||||||||
| 10050 Regency Circle Suite 101 | Omaha | NE | 68114 | none | PC | Program/Project Support | $95,500 | |
| Intercultural Senior Center | ||||||||
| 3010 R St | Omaha | NE | 68107 | none | PC | General Operating Support | $30,000 | |
| Joslyn Castle Trust Inc | ||||||||
| 3902 Davenport Street | Omaha | NE | 68131 | none | PC | General Operating Support | $50,000 | |
| Justice For Our Neighbors Nebraska | ||||||||
| 2414 E Street | Omaha | NE | 68107 | none | PC | General Operating Support | $50,000 | PO Box 785 |
| Kaneko | ||||||||
| 1111 Jones Street | Omaha | NE | 68102 | none | PC | General Operating Support | $50,000 | |
| Kids Can Community Center | ||||||||
| 4860 Q Street | Omaha | NE | 68117 | none | PC | General Operating Support and Capital Fund/ Renovation | $70,000 | |
| Lincoln Childrens Museum | ||||||||
| 1420 P Street | Lincoln | NE | 68508 | none | PC | Capital Fund/Renovation | $100,000 | |
| Metropolitan Community College Foundation | ||||||||
| PO Box 3777 | Omaha | NE | 68103 | none | PC | Capital Fund/Renovation | $1,875,000 | |
| Missouri River Basin Lewis & Clark Interpretive Tr | ||||||||
| 100 Valmont Drive | Nebraska City | NE | 68410 | none | PC | General Operating Support | $50,000 | |
| National Arbor Day Foundation | ||||||||
| 2700 Sylvan Road | Nebraska City | NE | 68410 | none | PC | Capital Fund/Renovation | $500,000 | |
| Nebraska Advanced Manufacturing Coalition | ||||||||
| 1299 Farnam St Ste 530 | Omaha | NE | 68102 | none | PC | Program/Project Support | $15,000 | |
| Nebraska Children And Families Foundation | ||||||||
| 215 Centennial Mall South Suite 20 | Lincoln | NE | 68508 | none | PC | Program/Project Support | $250,000 | |
| Nebraska Game And Parks Foundation | ||||||||
| P O Box 36 | Waverly | NE | 68462 | none | PC | Capital Fund/Renovation | $150,000 | |
| Nebraska Humane Society | ||||||||
| 8929 Fort Street | Omaha | NE | 68134 | none | PC | General Operating Support | $100,000 | |
| Nebraska Shakespeare Festival Inc | ||||||||
| 2500 California Plaza | Omaha | NE | 68178 | none | PC | Program/Project Support | $10,000 | |
| Nebraska Trails Foundation Inc | ||||||||
| 3901 S 27th Street Unit 29 | Lincoln | NE | 68502 | none | PC | Capital Fund/Renovation | $140,000 | |
| Nevis Public Schools | ||||||||
| 210 Pleasant St W | Nevis | MN | 56467 | none | GOV | Program/Project Support | $10,000 | |
| North Platte Community College Foundation | ||||||||
| 1101 Halligan Drive | North Platte | NE | 69101 | none | PC | Capital Fund/Renovation | $100,000 | |
| Northeast Community College Foundation | ||||||||
| 801 East Benjamin Avenue | Norfolk | NE | 68702 | none | PC | Capital Fund/Renovation | $450,000 | |
| Northstar Foundation | ||||||||
| 4242 N 49th Ave | Omaha | NE | 68104 | none | PC | General Operating Support and Program/Project Support | $142,000 | |
| Omaha Botanical Center Inc | ||||||||
| 100 Bancroft Street | Omaha | NE | 68108 | none | PC | Program/Project Support | $60,000 | |
| Omaha by Design | ||||||||
| 6001 Dodge Street | Omaha | NE | 68182 | none | PC | General Operating Support | $25,000 | |
| Omaha Children's Museum Inc | ||||||||
| 500 South 20th Street | Omaha | NE | 68102 | none | PC | General Operating Support | $50,000 | |
| Omaha Community Playhouse | ||||||||
| 6915 Cass Street | Omaha | NE | 68132 | none | PC | General Operating Support and Capital Fund/ Renovation | $200,000 | |
| Omaha Conservatory Of Music | ||||||||
| 3504 S 108th St | Omaha | NE | 68144 | none | PC | Program/Project Support and Capital Fund/ Renovation | $350,000 | |
| Omaha Development Foundation | ||||||||
| 1301 Harney Street | Omaha | NE | 68102 | none | PC | Program/Project Support | $100,000 | |
| Omaha Equestrian Foundation | ||||||||
| 1004 Farnam Suite 400 | Omaha | NE | 68102 | none | PC | Program/Project Support | $50,000 | |
| Omaha Municipal Land Bank | ||||||||
| 1299 Farnam Street Suite 302 | Omaha | NE | 68102 | none | PC | General Operating Support | $150,000 | |
| Omaha Performing Arts Society | ||||||||
| 1200 Douglas Street | Omaha | NE | 68102 | none | PC | Capital Fund/Renovation | $1,102,500 | |
| Omaha Schools Foundation | ||||||||
| 3215 Cuming Street | Omaha | NE | 68131 | none | PC | Capital Fund/Renovation | $600,000 | |
| Omaha Sports Commission | ||||||||
| 1004 Farnam Street Suite 102 | Omaha | NE | 68102 | none | PC | Program/Project Support | $575,000 | |
| Omaha Zoo Foundation | ||||||||
| 3701 South 10th Street | Omaha | NE | 68107 | none | SO II | Capital Fund/Renovation | $6,000,000 | |
| Oneworld Community Health Centers Inc | ||||||||
| 4920 South 30th Street Suite 103 | Omaha | NE | 68107 | none | PC | General Operating Support | $125,000 | |
| OperaOmaha Inc | ||||||||
| 1850 Farnam Street | Omaha | NE | 68102 | none | PC | General Operating Support | $100,000 | |
| Oregon Trail Community Foundation | ||||||||
| 115 W Railway Street | Scottsbluff | NE | 69361 | none | PC | Capital Fund/Renovation | $150,000 | |
| Project Harmony-Haven For Abuse Response Members S | ||||||||
| 11949 Q Street | Omaha | NE | 68137 | none | PC | Program/Project Support and Capital Fund/ Renovation | $993,500 | |
| Quality Living Inc | ||||||||
| 6404 North 70th Plaza | Omaha | NE | 68104 | none | PC | Capital Fund/Renovation | $400,000 | |
| Ronald McDonald House Charities In Omaha Inc | ||||||||
| 620 S 38th Ave | Omaha | NE | 68105 | none | PC | General Operating Support | $50,000 | |
| Scotts Bluff National Monument | ||||||||
| 190276 Old Oregon Trail | Gering | NE | 69341 | none | GOV | Program/Project Support | $50,000 | |
| Special Olympics Nebraska Inc | ||||||||
| 9427 F Street | Omaha | NE | 68127 | none | PC | Program/Project Support | $35,000 | |
| Stephen Center Inc | ||||||||
| 2723 Q Street | Omaha | NE | 68107 | none | PC | Capital Fund/Renovation and Program/Project Support | $400,000 | |
| Stuhr Museum Foundation | ||||||||
| 3133 W Hwy 34 | Grand Island | NE | 68801 | none | SO II | Capital Fund/Renovation | $175,000 | |
| TeamMates Mentoring Program | ||||||||
| 11850 Nicholas Street Suite 120 | Omaha | NE | 68154 | none | PC | General Operating Support | $100,000 | |
| Ted E Bear Hollow Inc | ||||||||
| 7811 Farnam Drive | Omaha | NE | 68114 | none | PC | General Operating Support | $25,000 | |
| The Durham Museum | ||||||||
| 801 South 10th Street | Omaha | NE | 68108 | none | PC | Capital Fund/Renovation | $617,500 | |
| The Groundwater Foundation | ||||||||
| 3201 Pioneers Blvd Suite 105 | Lincoln | NE | 68502 | none | PC | General Operating Support | $50,000 | |
| Together Inc Of Metropolitan Omaha | ||||||||
| 812 S 24th Street | Omaha | NE | 68108 | none | PC | General Operating Support | $115,000 | |
| United Way Of The Midlands | ||||||||
| 2201 Farnam Street | Omaha | NE | 68102 | none | PC | General Operating Support | $553,372 | |
| University Of Nebraska Foundation | ||||||||
| 1010 Lincoln Mall Suite 300 | Lincoln | NE | 68508 | none | PC | Program/Project Support | $3,600,000 | |
| Urban League Of Nebraska | ||||||||
| 3040 Lake Street | Omaha | NE | 68111 | none | PC | Capital Fund/Renovation and General Operating Support | $130,000 | |
| Volunteers Assisting Seniors | ||||||||
| 1941 S 42nd St Ste 312 | Omaha | NE | 68105 | none | PC | General Operating Support | $10,000 | |
| Wayne State Foundation | ||||||||
| 1111 Main Street | Wayne | NE | 68787 | none | PC | Capital Fund/Renovation Support | $150,000 | |
| Why Arts Inc | ||||||||
| 1030 S 111th Plaza | Omaha | NE | 68154 | none | PC | General Operating Support | $20,000 | |
| Wounded Warriors Family Support Inc | ||||||||
| 920 S 107th Ave Suite 250 | Omaha | NE | 68114 | none | PC | General Operating Support | $75,000 | |
| Youth Care & Beyond Inc | ||||||||
| 2819 S 125th Ave Suite 276 | Omaha | NE | 68144 | none | PC | Capital Fund/Renovation and General Operating Support | $65,000 | |
| Youth Emergency Services Inc | ||||||||
| 2679 Farnam St Suite 205 | Omaha | NE | 68131 | none | PC | General Operating Support | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,047,122 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Accelerate Nebraska Inc | |||||||
| 7101 Mercy Road Suite 210 | Omaha | NE | 68106 | None | PC | Program/Project Support | $60,000 |
| American Cancer Society Inc | |||||||
| 9850 Nicholas St Suite 200 | Omaha | NE | 68114 | None | PC | Capital Fund/Renovation | $250,000 |
| Aqua-Africa Inc | |||||||
| 1213 Jones Street | Omaha | NE | 68102 | None | PC | General Operating Support | $100,000 |
| Autism Action Partnership | |||||||
| 10110 Nichols Street Suite 202 | Omaha | NE | 68114 | None | PC | Program/Project Support | $30,000 |
| Blair Public Library Foundation | |||||||
| 210 S 17th St | Blair | NE | 68008 | None | PC | Capital Fund/Renovation | $250,000 |
| Boys And Girls Clubs Of The Midlands | |||||||
| 2610 Hamilton Street | Omaha | NE | 68131 | None | PC | General Operating Support | $425,000 |
| Boys And Girls Clubs Of The Midlands | |||||||
| 2610 Hamilton Street | Omaha | NE | 68131 | None | PC | Program/Project Support | $45,000 |
| Central Community College Foundation Inc | |||||||
| 2727 W Second Street Suite 211 | Hastings | NE | 68901 | None | PC | Capital Fund/Renovation | $2,000,000 |
| City Of Omaha Police Foundation Inc | |||||||
| P O Box 31134 | Omaha | NE | 68131 | None | PC | Program/Project Support | $410,000 |
| College of St Mary | |||||||
| 7000 Mercy Road | Omaha | NE | 68106 | None | PC | Capital Fund/Renovation | $1,000,000 |
| Community Alliance Inc | |||||||
| 4001 Leavenworth Street | Omaha | NE | 68105 | None | PC | Program/Project Support | $725,000 |
| Community Information Trust | |||||||
| 10050 Regency Circle Suite 101 | Omaha | NE | 68114 | None | PC | Capital Fund/Renovation | $1,875,000 |
| Completely KIDS | |||||||
| 2566 St Marys Avenue | Omaha | NE | 68105 | None | PC | General Operating Support | $275,000 |
| Council Bluffs Community School District | |||||||
| 300 West Broadway Suite 1600 | Council Bluffs | IA | 51503 | None | GOV | Capital Fund/Renovation | $1,250,000 |
| Creighton University | |||||||
| 2500 California Plaza | Omaha | NE | 68178 | None | PC | Capital Fund/Renovation | $5,000,000 |
| Downtown Omaha Inc Foundation | |||||||
| PO Box 8252 | Omaha | NE | 68108 | None | PC | Program/Project Support | $50,000 |
| Father Flanagans Boys Home | |||||||
| 14100 Crawford Street | Boys Town | NE | 68010 | None | PC | Program/Project Support | $2,500,000 |
| Film Streams Inc | |||||||
| 1340 Mike Fahey St | Omaha | NE | 68102 | None | PC | General Operating Support | $150,000 |
| Girl Scouts Spirit of Nebraska | |||||||
| 2121 S 44th Street | Omaha | NE | 68105 | None | PC | Program/Project Support | $70,000 |
| Hastings Library Foundation | |||||||
| PO Box 849 | Hastings | NE | 68902 | None | PC | Capital Fund/Renovation | $150,000 |
| Hope Harbor Inc | |||||||
| 610 W Division | Grand Island | NE | 68801 | None | PC | Capital Fund/Renovation | $250,000 |
| Intercultural Senior Center | |||||||
| 3010 R St | Omaha | NE | 68107 | None | PC | General Operating Support | $60,000 |
| Joslyn Art Museum Foundation | |||||||
| 2200 Dodge Street | Omaha | NE | 68102 | None | PC | Capital Fund/Renovation | $400,000 |
| Kids Can Community Center | |||||||
| 4860 Q Street | Omaha | NE | 68117 | None | PC | General Operating Support | $50,000 |
| Legacy of the Plains | |||||||
| 2930 Old Oregon Trail | Gering | NE | 69341 | None | PC | Capital Fund/Renovation | $250,000 |
| Live Well Omaha | |||||||
| PO Box 31518 | Omaha | NE | 68131 | None | PC | Capital Fund/Renovation | $137,000 |
| Merrymakers Association | |||||||
| 12020 Shamrock Plaza Suite 200 | Omaha | NE | 68154 | None | PC | General Operating Support | $75,000 |
| Nature Conservancy Inc | |||||||
| 1007 Leavenworth Street | Omaha | NE | 68102 | None | PC | Capital Fund/Renovation | $500,000 |
| Nebraska Game And Parks Foundation | |||||||
| P O Box 36 | Waverly | NE | 68462 | None | PC | Capital Fund/Renovation | $240,000 |
| Nebraska Game And Parks Foundation | |||||||
| P O Box 36 | Waverly | NE | 68462 | None | PC | Capital Fund/Renovation | $300,000 |
| Nebraska Shakespeare Festival Inc | |||||||
| 2500 California Plaza | Omaha | NE | 68178 | None | PC | Program/Project Support | $20,000 |
| North Platte Community College Foundation | |||||||
| 1101 Halligan Drive | North Platte | NE | 69101 | None | PC | Capital Fund/Renovation | $250,000 |
| Northstar Foundation | |||||||
| 4242 N 49th Ave | Omaha | NE | 68104 | None | PC | General Operating Support | $200,000 |
| Omaha Botanical Center Inc | |||||||
| 100 Bancroft Street | Omaha | NE | 68108 | None | PC | Program/Project Support | $50,000 |
| Omaha Conservatory Of Music | |||||||
| 3504 S 108th St | Omaha | NE | 68144 | None | PC | Capital Fund/Renovation | $900,000 |
| Omaha Equestrian Foundation | |||||||
| 1004 Farnam Suite 400 | Omaha | NE | 68102 | None | PC | Program/Project Support | $500,000 |
| Omaha Municipal Land Bank | |||||||
| 1299 Farnam Street Suite 302 | Omaha | NE | 68102 | None | PC | General Operating Support | $450,000 |
| Omaha Performing Arts Society | |||||||
| 1200 Douglas Street | Omaha | NE | 68102 | None | PC | Capital Fund/Renovation | $240,000 |
| Omaha Schools Foundation | |||||||
| 3215 Cuming Street | Omaha | NE | 68131 | None | PC | Capital Fund/Renovation | $100,000 |
| Omaha Zoo Foundation | |||||||
| 3701 South 10th Street | Omaha | NE | 68107 | None | SO II | Capital Fund/Renovation | $19,500,000 |
| Oneworld Community Health Centers Inc | |||||||
| 4920 South 30th Street Suite 103 | Omaha | NE | 68107 | None | PC | Capital Fund/Renovation | $200,000 |
| Outlook Nebraska Inc | |||||||
| 4125 South 72nd Street | Omaha | NE | 68127 | None | PC | Capital Fund/Renovation | $230,000 |
| Project Harmony-Haven For Abuse Response Members | |||||||
| 11949 Q Street | Omaha | NE | 68137 | None | PC | Capital Fund/Renovation | $1,000,000 |
| Santa Monica Inc | |||||||
| 130 N 39th Street | Omaha | NE | 68131 | None | PC | Capital Fund/Renovation | $125,000 |
| Special Olympics Nebraska Inc | |||||||
| 9427 F Street | Omaha | NE | 68127 | None | PC | Program/Project Support | $70,000 |
| Stephen Center Inc | |||||||
| 2723 Q Street | Omaha | NE | 68107 | None | PC | Program/Project Support | $225,000 |
| Strategic Air and Space Museum Foundation | |||||||
| 28210 West Park Highway | Ashland | NE | 68003 | None | PC | General Operating Support | $250,000 |
| Ted E Bear Hollow Inc | |||||||
| 7811 Farnam Drive | Omaha | NE | 68114 | None | PC | General Operating Support | $50,000 |
| The Madonna Foundation | |||||||
| PO Box 241721 | Omaha | NE | 68124 | None | PC | Capital Fund/Renovation | $1,000,000 |
| Together Inc Of Metropolitan Omaha | |||||||
| 812 S 24th Street | Omaha | NE | 68108 | None | PC | General Operating Support | $70,000 |
| United Way Of The Midlands | |||||||
| 2201 Farnam Street | Omaha | NE | 68102 | None | PC | General Operating Support | $1,310,239 |
| Urban League Of Nebraska | |||||||
| 3040 Lake Street | Omaha | NE | 68111 | None | PC | General Operating Support | $200,000 |
| Village of Firth Nebraska | |||||||
| 311 Nemaha Street | Firth | NE | 68358 | None | GOV | Capital Fund/Renovation | $45,000 |
| Wahoo Community Foundation | |||||||
| 640 North Broadway St | Wahoo | NE | 68066 | None | PC | Capital Fund/Renovation | $100,000 |
| Wounded Warriors Family Support Inc | |||||||
| 920 S 107th Ave Suite 250 | Omaha | NE | 68114 | None | PC | General Operating Support | $150,000 |
| Youth Care & Beyond Inc | |||||||
| 2819 S 125th Ave Suite 276 | Omaha | NE | 68144 | None | PC | Capital Fund/Renovation | $54,000 |
| Youth Frontiers Inc | |||||||
| 7101 Mercy Road Suite 150 | Omaha | NE | 68106 | None | PC | Program/Project Support | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $46,316,239 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $694 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,135,272 | 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 | $37,211,445 | 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 | $48,347,411 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $48,347,411 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROBERT B DAUGHERTY ESTATE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE VALMONT PLAZA | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,064,855 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $33,440 | Amt |
| Net Investment Income | $6,688 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $26,752 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| US EQUITY FUNDS | FMV | $184,892,773 | $184,892,773 |
| INTERNATIONAL FUNDS | FMV | $101,077,323 | $101,077,323 |
| FIXED INCOME FUNDS | FMV | $129,415,569 | $129,415,569 |
| EMERGING MARKET FUNDS | FMV | $30,455,186 | $30,455,186 |
| REAL ASSET FUNDS | FMV | $48,509,929 | $48,509,929 |
| HEDGE FUNDS | FMV | $166,260,935 | $166,260,935 |
| PRIVATE EQUITY FUNDS | FMV | $11,122,950 | $11,122,950 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $20,462 | LegalFeesAmt |
| Net Investment Income | $18,416 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,046 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLE | Desc |
| EOY Book Value | $4,016,474 | EOYBookValueAmt |
| EOYFMV | $4,016,474 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSS | $47,679,658 |
| TAX > BOOK PASS-THROUGH INCOME/LOSS | $1,074,976 |
| TAX > BOOK GAIN ON SALE - DONATED STOCK | $23,767,500 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVERTISING | $1,381 | $276 | $1,105 |
| INSURANCE | $32,445 | $6,489 | $25,956 |
| SUPPLIES | $10,957 | $2,191 | $8,766 |
| MISCELLANEOUS EXPENSE | $21,956 | $4,391 | $17,565 |
| PROFESSIONAL DEVELOPMENT | $29,837 | $5,967 | $23,870 |
| OTHER INVESTMENT EXPENSES | $1,242,263 | $1,217,981 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKKEEPING FEES | $3,098 | $620 | $2,478 |
| INVESTMENT SERVICE FEES | $2,534,605 | $2,534,605 | |
| INFORMATION TECHNOLOGY FEES | $70,053 | $14,011 | $56,042 |
| ADVISOR FEES | $7,870 | $1,574 | $6,296 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $45,696 | $9,139 | $36,557 |
| EXCISE TAXES | $470,000 | ||
| SALES & USE TAX | $77 | $15 | $62 |
| FOREIGN TAXES | $62,633 | $62,633 |
Comments