DOROTHY B DAVIS FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- DOROTHY B DAVIS FAMILY FOUNDATION (EIN 36-3907862)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-21
- IRS object ID
- 201402029349100010
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-21T14:39:32-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331023364 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRY FISHER AND DUDLEY PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14104 S ST | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68137 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363907862 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOROTHY B DAVIS FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORO | BusinessNameControlTxt |
| Phone | 4023900390 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 641670 | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 681647670 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAMELA SWISHER | PersonNm |
| Person Title | EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 4023900390 | PhoneNum |
| Signature | 2014-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH F PATRY | PreparerPersonNm |
| PTIN | P00167943 | PTIN |
| Phone | 4023920800 | PhoneNum |
| Preparation | 2014-07-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $190,215,634 | 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 | $189,007,511 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,323 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,323 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,323 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $18,122 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,122 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $18,122 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,693,515 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,955,599 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,693,515 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $3,328 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $7 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $7 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $220,721,478 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,713,967 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $23,780 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $55,385 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,769 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $2,769 | CompOfcrDirTrstAdjNetIncmAmt |
| Pension Empl Bnft Rev And Expnss | $16,147 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $808 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $808 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $17,301 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $17,301 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $17,301 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,425 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,425 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,425 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $35,335 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,335 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $35,335 | OtherProfFeesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $8,075 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,075 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $8,075 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $133,668 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65,713 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $65,713 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,494,453 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,494,453 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,628,121 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65,713 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $65,713 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,494,453 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $219,093,357 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,648,254 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,973 | CashBOYAmt |
| Cash EOY | $4,537,805 | CashEOYAmt |
| Cash EOYFMV | $4,537,805 | CashEOYFMVAmt |
| Corporate Stock BOY | $157,612 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,405,001 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $175,119,048 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $10,528,401 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,410,896 | CorporateBondsEOYFMVAmt |
| Other Assets EOY | $147,885 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $147,885 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $162,585 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,619,092 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $190,215,634 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $162,585 | RetainedEarningBOYAmt |
| Retained Earning EOY | $30,619,092 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $162,585 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,619,092 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $162,585 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,619,092 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $162,585 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $219,093,357 | ExcessRevenueOverExpensesAmt |
| Subtotal | $219,255,942 | SubtotalAmt |
| Other Decreases | $188,636,850 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,619,092 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ACADIA HEALTHCARE COMPANY | P | 2013-12-16 | 2013-12-31 | $4,522 | $4,427 | $95 | $95 |
| RED HAT INC | P | 2013-12-16 | 2013-12-26 | $8,995 | $7,667 | $1,328 | $1,328 |
| AEGERION PHARMACEUTICAL INC | P | 2013-12-16 | 2013-12-31 | $5,182 | $5,303 | -$121 | -$121 |
| SANTARUS INC | P | 2013-12-16 | 2013-12-31 | $4,438 | $4,442 | -$4 | -$4 |
| AMAZON COM INC | P | 2013-12-16 | 2013-12-27 | $27,608 | $26,814 | $794 | $794 |
| STIFEL FINANCIAL CORPORATION | P | 2013-12-16 | 2013-12-18 | $669 | $669 | ||
| BAIDU INC ADS | P | 2013-12-16 | 2013-12-17 | $9,300 | $9,300 | ||
| THERAVANCE INC | P | 2013-12-16 | 2013-12-31 | $5,448 | $5,548 | -$100 | -$100 |
| BERKSHIRE HATHAWAY A | P | 2012-01-01 | 2013-12-31 | $31,823,657 | $133,470 | $31,690,187 | $31,690,187 |
| COGNIZANT TECH SOLUTIONS CL A | P | 2013-12-16 | 2013-12-26 | $8,863 | $8,488 | $375 | $375 |
| CUBIST PHARMACEUTICALS INC | P | 2013-12-16 | 2013-12-16 | $5,159 | $5,130 | $29 | $29 |
| FRANKLIN RESOURCES INC | P | 2013-12-16 | 2013-12-26 | $15,215 | $14,686 | $529 | $529 |
| GOODRICH PETROLEUM CORP NEW | P | 2013-12-16 | 2013-12-31 | $3,446 | $3,406 | $40 | $40 |
| HAIN CELESTIAL GROUP INC | P | 2013-12-16 | 2013-12-18 | $1,748 | $1,739 | $9 | $9 |
| HEXCEL CORP NEW | P | 2013-12-16 | 2013-12-19 | $6,377 | $6,371 | $6 | $6 |
| INTELSAT SA | P | 2013-12-16 | 2013-12-18 | $1,090 | $1,069 | $21 | $21 |
| INTERCONTINENTAL EXCHANGE GROUP | P | 2013-12-16 | 2013-12-31 | $14,319 | $14,188 | $131 | $131 |
| MERCADOLIBRE INC | P | 2013-12-16 | 2013-12-31 | $6,001 | $5,848 | $153 | $153 |
| PRICELINE.COM INC NEW | P | 2013-12-16 | 2013-12-19 | $3,562 | $3,519 | $43 | $43 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,693,515 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,328 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $18,304 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $913,920 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.020028 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $318,972 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,143,092 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.279043 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,260,879 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.001586 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,101 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,031,211 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.007856 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $207,562 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,532,815 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.135412 | DistributionYr5Rt |
| Total Distribution | 0.443925 | TotalDistributionRt |
| Average Distribution | 0.088785 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $47,114,426 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,183,054 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $316,483 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,499,537 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,494,453 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $632,965 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $632,965 | SubtotalAmt |
| Tax Based On Investment Income | $632,965 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $660,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $661,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $14,166 | EsPenaltyAmt |
| Overpayment | $14,069 | OverpaymentAmt |
| Applied To ES Tax | $14,069 | 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 |
| Individual With Books | PAMELA SWISHER | IndividualWithBooksNm |
| Phone | 4029902779 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 641670 | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68164 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LEE D SEEMANN SR | ||||||||
| PO BOX 641670 | OMAHA | NE | 68164 | TRUSTEE PRES | 0.00 | $0 | $0 | $0 |
| WILLA D SEEMANN | ||||||||
| PO BOX 641670 | OMAHA | NE | 68164 | TRUSTEE VICE | 0.00 | $0 | $0 | $0 |
| LEE D SEEMANN JR | ||||||||
| PO BOX 641670 | OMAHA | NE | 68164 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ANNE S DRICKEY | ||||||||
| PO BOX 641670 | OMAHA | NE | 68164 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| SCOTT D SEEMANN | ||||||||
| PO BOX 641670 | OMAHA | NE | 68164 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| PAMELA SWISHER | ||||||||
| PO BOX 641670 | OMAHA | NE | 68164 | EXECUTIVE OF | 40.00 | $55,385 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $47,299,769 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $532,136 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $47,831,905 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $47,831,905 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $717,479 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,114,426 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,355,721 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,355,721 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $632,965 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $632,965 | TotalTaxAmt |
| Distributable Before Adj | $1,722,756 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,722,756 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,722,756 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,494,453 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,494,453 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,494,453 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,722,756 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $132,917 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $264,197 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $397,114 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,494,453 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,494,453 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $228,303 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $228,303 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $168,811 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $168,811 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $168,811 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LEE D SEEMANN SR | ContributingManagerNm |
| Contributing Manager | WILLA D SEEMANN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASSISTANCE LEAGUE | ||||||
| 3569 LEAVENWORTH | OMAHA | NE | 68105 | N/A | UNDESIGNATED | $100,000 |
| BOYSGIRLS CLUB | ||||||
| 1715 KENTUCKY ST | BELLINGHAM | WA | 98229 | N/A | UNDESIGNATED | $100,000 |
| BULL TERRIER RESCUE | ||||||
| PO BOX 971 | LITTLEROCK | CA | 93543 | N/A | UNDESIGNATED | $50,000 |
| HERITAGE SERVICES | ||||||
| 10050 REGENCY CR | OMAHA | NE | 68114 | N/A | UNDESIGNATED | $94,453 |
| KANEKO | ||||||
| 1111 JONES ST | OMAHA | NE | 68102 | N/A | UNDESIGNATED | $50,000 |
| NEBRASKA HUMANE SOCIETY | ||||||
| 8929 FORT ST | OMAHA | NE | 68164 | N/A | UNDESIGNATED | $100,000 |
| OMAHA HOME FOR BOYS | ||||||
| 4343 NO 52ND | OMAHA | NE | 68104 | N/A | UNDESIGNATED | $200,000 |
| PLANNED PARENTHOOD | ||||||
| 3105 NO 93RD ST | OMAHA | NE | 68134 | N/A | UNDESIGNATED | $100,000 |
| ST PATRICK'S CATHOLIC SCHOOL | ||||||
| 20500 WEST MAPLE ROAD | ELKHORN | NE | 68022 | N/A | UNDESIGNATED | $250,000 |
| USA SHOOTING ENDOWMENT | ||||||
| 1 OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | N/A | UNDESIGNATED | $250,000 |
| WHATCOM HOSPICE | ||||||
| 2901 SQUALICOM PARKWAY | BELLINGHAM | WA | 98225 | N/A | UNDESIGNATED | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,494,453 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,323 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,122 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,693,515 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $31,713,967 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,713,967 | 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 | $1,425 | Amt |
| Net Investment Income | $1,425 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,425 | AdjustedNetIncomeAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (6 entries)
| LEE D SEEMANN SR |
| WILLA D SEEMANN |
| LEE D SEEMANN JR |
| ANNE S DRICKEY |
| SCOTT D SEEMANN |
| PAMELA SWISHER |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $10,528,401 | EOYBookValueAmt |
| EOYFMV | $10,410,896 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY A & B | $188,534 | $159,451,957 |
| OTHER CORPORATE STOCK | $15,216,467 | $15,667,091 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $17,301 | LegalFeesAmt |
| Net Investment Income | $17,301 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17,301 | AdjustedNetIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST PURCHASED | Desc |
| EOY Book Value | $147,885 | EOYBookValueAmt |
| EOYFMV | $147,885 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FMV > ORIGINAL COST DONATED STOCK | Description |
| Amount | $188,636,850 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| NEBRASKA SECRETARY OF STATE | $20 | $20 | $20 |
| WEBSITE EXPENSES | $5,668 | $5,668 | $5,668 |
| AUTO EXPENSE | $372 | $372 | $372 |
| BANK CHARGES | $17 | $17 | $17 |
| OFFICE SUPPLIES | $1,507 | $1,507 | $1,507 |
| POSTAGE | $119 | $119 | $119 |
| TELEPHONE | $372 | $372 | $372 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTIES | $6 | $6 | $6 |
| OTHER | $1 | $1 | $1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $35,335 | Amt |
| Net Investment Income | $35,335 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $35,335 | AdjustedNetIncomeAmt |
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