HIRSCHFELD FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HIRSCHFELD FAMILY FOUNDATION INC (EIN 47-0762188)
- Tax period
- 2014-09-01 to 2015-08-31
- Filed
- 2016-01-15
- IRS object ID
- 201630159349100203
- Schema version
- 2014v6.0
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-01-15T09:44:15-06:00 | ReturnTs |
| Tax Period End | 2015-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1248 O STREET STE 1040 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 685081461 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470762188 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hirschfeld Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CHRISTIE HEACOCK | InCareOfNm |
| Business Name Control | HIRS | BusinessNameControlTxt |
| Phone | 3082343927 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 456 | AddressLine1Txt |
| City | Kearney | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68848 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTIE HEACOCK | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 3082382480 | PhoneNum |
| Signature | 2016-01-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIN TYNON | PreparerPersonNm |
| PTIN | P01063388 | PTIN |
| Phone | 4024737600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $164,522,803 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $65,539 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $65,539 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,434,450 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,434,450 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,682,884 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,719,175 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,682,884 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $26,013 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $26,013 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,208,886 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,208,886 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $84,520 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $21,130 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $63,390 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $18,987 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,747 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $14,240 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,613 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,403 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,210 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $346,334 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $346,334 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $26,156 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26,156 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,102 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,102 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $485,712 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $403,872 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $81,840 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,439,685 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,439,685 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,925,397 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $403,872 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,521,525 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$716,511 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,805,014 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $79,136 | CashBOYAmt |
| Cash EOY | $128,388 | CashEOYAmt |
| Cash EOYFMV | $128,388 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $20,345,449 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,692,489 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,692,489 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $65,580,007 | CorporateStockBOYAmt |
| Corporate Stock EOY | $65,500,452 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $130,333,053 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,185,004 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,349,083 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,583,455 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,650,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,471,237 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,784,856 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $19,009 | OtherAssetsBOYAmt |
| Other Assets EOY | $562 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $562 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $99,858,605 | TotalAssetsBOYAmt |
| Total Assets EOY | $99,142,211 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $164,522,803 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $428 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $545 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $428 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $545 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $35,843 | CapitalStockBOYAmt |
| Capital Stock EOY | $35,843 | CapitalStockEOYAmt |
| Retained Earning BOY | $99,822,334 | RetainedEarningBOYAmt |
| Retained Earning EOY | $99,105,823 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $99,858,177 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $99,141,666 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $99,858,605 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $99,142,211 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $99,858,177 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$716,511 | ExcessRevenueOverExpensesAmt |
| Subtotal | $99,141,666 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $99,141,666 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SEE EXHIBIT 1 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $22,719,175 | GrossSalesPriceAmt |
| Cost Or Other Basis | $19,036,291 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,682,884 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,682,884 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,682,884 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,431,744 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $167,290,408 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044424 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,002,650 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $156,282,528 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038409 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,551,889 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $134,411,028 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041305 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,020,003 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $112,582,569 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035707 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,029,567 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $85,005,463 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03564 | DistributionYr5Rt |
| Total Distribution | 0.195485 | TotalDistributionRt |
| Average Distribution | 0.039097 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $171,910,390 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,721,181 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $78,050 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,799,231 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,521,525 | 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 | $78,050 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $78,050 | SubtotalAmt |
| Tax Based On Investment Income | $78,050 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $135,213 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $135,213 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $57,163 | OverpaymentAmt |
| Applied To ES Tax | $57,163 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTIE HEACOCK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3082382480 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 456 | AddressLine1Txt |
| City | Kearney | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68848 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Daniel J Hirschfeld | ||||||||
| PO Box 456 | Kearney | NE | 68848 | President, Treasurer | 5.0 | $4,000 | $0 | $0 |
| Monya A Hirschfeld | ||||||||
| PO Box 456 | Kearney | NE | 68848 | Secretary, Director | 5.0 | $4,000 | $0 | $0 |
| David J Hirschfeld | ||||||||
| PO Box 456 | Kearney | NE | 68848 | Vice President | 5.0 | $4,000 | $0 | $0 |
| Letitia A Spencer | ||||||||
| PO Box 456 | Kearney | NE | 68848 | Vice President | 5.0 | $5,000 | $0 | $0 |
| Benjamin G Hirschfeld | ||||||||
| PO Box 456 | Kearney | NE | 68848 | Vice President | 5.0 | $4,000 | $0 | $0 |
| Christie Heacock | ||||||||
| PO Box 456 | Kearney | NE | 68848 | Managing Director | 15.0 | $63,520 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM BLAIR & CO LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 WEST ADAMS ST | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $306,338 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | 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 | $155,041,366 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,477,163 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,786 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $174,528,315 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $174,528,315 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,617,925 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $171,910,390 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,595,520 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,595,520 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $78,050 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $78,050 | TotalTaxAmt |
| Distributable Before Adj | $8,517,470 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,517,470 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,517,470 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,521,525 | 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 | $8,521,525 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $78,050 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,443,475 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,517,470 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,045,254 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Qualifying Distributions | $8,521,525 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,045,254 | AppliedToYear1Amt |
| Applied To Current Year | $476,271 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $8,041,199 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL J HIRSCHFELD | ContributingManagerNm |
| Contributing Manager | MONYA A HIRSCHFELD | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Christie Heacock | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 456 | AddressLine1Txt |
| City | Kearney | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68848 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3082382480 | RecipientPhoneNum |
| Form And Info And Materials | STANDARD APPLICATION FORM AVAILABLE FROM THE FOUNDATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS TO TAX-EXEMPT ORGANIZATIONS AS DEFINED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Fort Kearney Preservation & Dev Fund | ||||||
| c/o Kearney Area Community Foundati | Kearney | NE | 68845 | PC | Equipment Purchase | $50,000 |
| YMCA of Grand Island | ||||||
| 221 E South Front Street | Grand Island | NE | 68801 | PC | Equipment Purchase | $10,000 |
| Good Samaritan Hosp Found | ||||||
| PO Box 1810 | Kearney | NE | 68848 | PC | Equipment Purchase | $1,023,700 |
| Kearney Catholic | ||||||
| PO Box 1261 | Kearney | NE | 68848 | PC | Program Support | $50,000 |
| Vermont Association of Snow Travelers | ||||||
| 26 VAST Lane | Barre | VT | 05641 | PC | Program Support | $85,120 |
| Rowe Sanctuary | ||||||
| 44450 Elm Island Road | Gibbon | NE | 68840 | PC | Program Support | $100,000 |
| University of Nebraska Foundation | ||||||
| PO Box 2678 | Kearney | NE | 68848 | PC | Program Support | $250,000 |
| University of Nebraska Foundation | ||||||
| PO Box 2678 | Kearney | NE | 68848 | PC | Capital Improvement | $250,000 |
| University of Nebraska Foundation | ||||||
| PO Box 2678 | Kearney | NE | 68848 | PC | Debt Servicing | $20,000 |
| Lincoln Parks Foundation | ||||||
| 2740 A Street | Lincoln | NE | 68502 | PC | Capital Improvement | $5,000 |
| Kearney Area Community Found | ||||||
| PO Box 607 | Kearney | NE | 68848 | PC | Equipment Purchase | $54,000 |
| City of Kearney | ||||||
| 18 E 22nd Street | Kearney | NE | 68847 | PC | Capital Improvement | $300,000 |
| Kearney Catholic | ||||||
| PO Box 1261 | Kearney | NE | 68848 | PC | Equipment Purchase | $3,000 |
| Hope Harbor | ||||||
| 610 West Devision St | Grand Island | NE | 68801 | PC | Capital Improvement | $100,000 |
| Girl Scouts | ||||||
| 2412 Hwy 30 East Suite 1 | Kearney | NE | 68847 | PC | Program Support | $10,000 |
| Collage Center | ||||||
| 555 North 30th Street | Omaha | NE | 68131 | PC | Program Support | $50,000 |
| John Brown University | ||||||
| 2000 W University Street | Siloam Springs | AR | 72761 | PC | Scholarships | $360,450 |
| Nebraska Christian Schools | ||||||
| 1847 Inskip Avenue | Central City | NE | 68826 | PC | Capital Improvement | $60,000 |
| Kearney Area Community Found | ||||||
| PO Box 607 | Kearney | NE | 68848 | PC | Capital Improvement | $15,000 |
| Museum of Nebraska Art | ||||||
| 2401 Central Avenue | Kearney | NE | 68847 | PC | Program Support | $70,245 |
| Spark Visa Signature Business | ||||||
| 611 West Devision St | Grand Island | NE | 68801 | PC | Program Support | $897 |
| Crane River | ||||||
| 2202 Central Ave 7 | Kearney | NE | 68847 | PC | Program Support | $7,400 |
| Buffalo County Historical Society | ||||||
| PO Box 523 | Kearney | NE | 68848 | PC | Program Support | $10,000 |
| Children's Hospital Foundation | ||||||
| 8401 West Dodge Road Suite 120 | Omaha | NE | 68114 | PC | Capital Improvement | $15,000 |
| Boys Town | ||||||
| 555 North 30th Street | Omaha | NE | 68131 | PC | Program Support | $10,000 |
| CIty of Oshkosh Pool Fund | ||||||
| Kearney Area Community Foundation 4 | Kearney | NE | 68845 | PC | Capital Improvement | $40,000 |
| Crossroads Center | ||||||
| 1404 East 39th Street | Kearney | NE | 68847 | PC | Capital Improvement | $500,000 |
| York College | ||||||
| 1125 East 8th Street | York | NE | 68467 | PC | Scholarships | $500,000 |
| York College | ||||||
| 1125 East 8th Street | York | NE | 68467 | PC | Capital Improvement | $145,385 |
| York College | ||||||
| 1125 East 8th Street | York | NE | 68467 | PC | Capital Improvement | $190,000 |
| York College | ||||||
| 1125 East 8th Street | York | NE | 68467 | PC | Operating Support | $165,000 |
| Kearney Children's Museum | ||||||
| 2013 Avenue A | Kearney | NE | 68847 | PC | Operating Support | $22,900 |
| Nebraska HS Sports Hall of Fame | ||||||
| PO Box 83972 | Lincoln | NE | 68501 | PC | Operating Support | $10,000 |
| Nebraska Youth Camp | ||||||
| 65 Sweetwater Ave | Kearney | NE | 68847 | PC | Capital Improvement | $400,000 |
| Vermont Association of Snow Travelers | ||||||
| 26 VAST Lane | Barre | VT | 05641 | PC | Capital Improvement | $240,000 |
| Mayo Foundation | ||||||
| 200 First Street SW | Rochester | MN | 55902 | PC | Foundation Initiative | $1,000,000 |
| AAA Crisis Pregnancy | ||||||
| 223 East 14th Street | Hastings | NE | 68901 | PC | Program Support | $16,588 |
| Western Nebraska Comm College Foundation | ||||||
| 1601 E 27th St | Scottsbluff | NE | 69361 | PC | Program Support | $50,000 |
| Hastings Symphony Orchestra | ||||||
| Hastings NE 68901 USA | Hastings | NE | 68901 | PC | Program Support | $10,000 |
| Museum of Nebraska Art | ||||||
| 2401 Central Avenue | Kearney | NE | 68847 | PC | Program Support | $1,000,000 |
| Autism Action | ||||||
| 14301 FNB Parkway Suite 500 | Omaha | NE | 68154 | PC | Program Support | $10,000 |
| Teton County Development Corp | ||||||
| PO Box 1188 | Choteau | MT | 59422 | PC | Capital Improvement | $300,000 |
| City of Kearney | ||||||
| 18 E 22nd Street | Kearney | NE | 68847 | PC | Capital Improvement | $430,000 |
| University of Nebraska Foundation | ||||||
| PO Box 2678 | Kearney | NE | 68848 | PC | Scholarships | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,439,685 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65,539 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,434,450 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,682,884 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 27 | ExclusionCd |
| Exclusion | $26,013 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,208,886 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,208,886 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,613 | Amt |
| Net Investment Income | $1,403 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,210 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $10,349,083 | EOYBookValueAmt |
| EOYFMV | $10,583,455 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS STOCKS | $4,240,523 | $4,446,782 |
| WILLIAM BLAIR STOCKS | $61,259,929 | $125,886,271 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Book Value | $3,471,237 | BookValueAmt |
| EOYFMV | $3,784,856 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $18,987 | LegalFeesAmt |
| Net Investment Income | $4,747 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,240 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST PAID | Desc |
| BOY Book Value | $19,009 | BOYBookValueAmt |
| EOY Book Value | $562 | EOYBookValueAmt |
| EOYFMV | $562 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MISCELLANEOUS EXPENSES | $2,776 | $2,776 |
| BANK CHARGES AND FEES | $1,326 | $1,326 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $26,013 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $26,013 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MONEY MANAGEMENT FEES | CategoryTxt |
| Amt | $346,334 | Amt |
| Net Investment Income | $346,334 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $26,156 | Amt |
| Net Investment Income | $26,156 | NetInvestmentIncomeAmt |
Comments