HIRSCHFELD FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
HIRSCHFELD FAMILY FOUNDATION INC (EIN 47-0762188)
Tax period
2024-09-01 to 2025-08-31
Filed
2026-01-06
IRS object ID
202610149349100601
Schema version
2024v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-01-06T13:51:30+00:00ReturnTs
Tax Period End2025-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN440160260PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Forvis Mazars LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11248 O Street Ste 1040AddressLine1Txt
CityLincolnCityNm
State AbbreviationNEStateAbbreviationCd
ZIP685081461ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN470762188EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Hirschfeld Family Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHIRSBusinessNameControlTxt
Phone3082343927PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 456AddressLine1Txt
CityKearneyCityNm
State AbbreviationNEStateAbbreviationCd
ZIP68848ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonChristiePersonNm
Person TitleHeacockPersonTitleTxt
Phone3082343927PhoneNum
Signature2026-01-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJason BombeckPreparerPersonNm
PTINP00393463PTIN
Phone4024737600PhoneNum
Preparation2025-01-15PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$244,302,331FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$27,383InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$27,383InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,607,052DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,607,052DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$21,505,242NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$36,934,231GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$21,505,242CapGainNetIncmNetInvstIncmAmt
Gross Sales Less Ret And Allwnc$0GrossSalesLessRetAndAllwncAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$24,139,677TotalRevAndExpnssAmt
Total Net Invst Incm$24,139,677TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$104,167CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$26,042CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$78,125CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$14,470LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$3,617LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$10,853LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,510AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,128AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$6,382AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$914,659OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$914,659OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$258,530TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,645TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$4,936TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Trav Conf Meeting Rev And Expnss$4,396TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$1,098TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$3,298TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,362OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$1,362OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,306,094TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$949,189TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$104,956TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$11,070,939ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$11,070,939ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,377,033TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$949,189TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$11,175,895TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$11,762,644ExcessRevenueOverExpensesAmt
Net Investment Income$23,190,488NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$98,882CashBOYAmt
Cash EOY$331,192CashEOYAmt
Cash EOYFMV$331,192CashEOYFMVAmt
Sav And Temp Cash Invst BOY$11,188,553SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,532,293SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,532,293SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$0AcctRcvblBOYAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Pledges Rcvbl BOY$0PledgesRcvblBOYAmt
Pledges Rcvbl EOY$0PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$0PledgesRcvblEOYFMVAmt
Rcvbl From Officers BOY$0RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$0RcvblFromOfficersEOYFMVAmt
Other Nts And Loans Rcvbl$0OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$0OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$0OtherNtsAndLoansRcvblEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$78,751,857CorporateStockBOYAmt
Corporate Stock EOY$96,938,121CorporateStockEOYAmt
Corporate Stock EOYFMV$239,438,846CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$0InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$0InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$0LandBldgInvestmentsBOYAmt
Land Bldg Investments EOYFMV$0LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$0LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt
Land BOY$0LandBOYAmt
Land EOYFMV$0LandEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$90,039,292TotalAssetsBOYAmt
Total Assets EOY$101,801,606TotalAssetsEOYAmt
Total Assets EOYFMV$244,302,331TotalAssetsEOYFMVAmt
Loans From Officers BOY$0LoansFromOfficersBOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable BOY$0MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$560OtherLiabilitiesBOYAmt
Other Liabilities EOY$230OtherLiabilitiesEOYAmt
Total Liabilities BOY$560TotalLiabilitiesBOYAmt
Total Liabilities EOY$230TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$35,843CapitalStockBOYAmt
Capital Stock EOY$35,843CapitalStockEOYAmt
Retained Earning BOY$90,002,889RetainedEarningBOYAmt
Retained Earning EOY$101,765,533RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$90,038,732TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$101,801,376TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$90,039,292TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$101,801,606TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$90,038,732TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$11,762,644ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$101,801,376SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$101,801,376TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySEE EXHIBIT 1PropertyDesc
How AcquiredPHowAcquiredCd
Sold2025-08-31SoldDt
Gross Sales Price$36,934,231GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$15,428,989CostOrOtherBasisAmt
Gain Or Loss$21,505,242GainOrLossAmt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses$21,505,242GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$21,505,242CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$322,348InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$322,348SubtotalAmt
Tax Based On Investment Income$322,348TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$232,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$232,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$90,348TaxDueAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addressn/aWebsiteAddressTxt
Individual With BooksCHRISTIE HEACOCKIndividualWithBooksNm
Phone3082382480PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 456AddressLine1Txt
CityKEARNEYCityNm
State AbbreviationNEStateAbbreviationCd
ZIP68848ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHRISTIE HEACOCK
PO Box 456KearneyNE68848MANAGING DIRECTOR20.00$68,167$0$0
TAMI HIRSCHFELD
PO Box 456KearneyNE68848DIRECTOR5.00$4,000$0$0
HANNAH LEWIS
PO Box 456KearneyNE68848DIRECTOR5.00$4,000$0$0
MARY RACKLEY
PO Box 456KearneyNE68848DIRECTOR5.00$4,000$0$0
LILLIAN SCHERR
PO Box 456KearneyNE68848DIRECTOR5.00$4,000$0$0
DANIEL J HIRSCHFELD
PO Box 456KearneyNE68848PRESIDENT5.00$4,000$0$0
DAVID J HIRSCHFELD
PO Box 456KearneyNE68848DIRECTOR5.00$4,000$0$0
LETITIA A SPENCER
PO Box 456KearneyNE68848SECRETARY5.00$4,000$0$0
BENJAMIN G HIRSCHFELD
PO Box 456KearneyNE68848TREASURER5.00$4,000$0$0
DAVID SPENCER
PO Box 456KearneyNE68848DIRECTOR5.00$4,000$0$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM BLAIR & CO LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1222 WEST ADAMS STAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT ADVISORYServiceTypeTxt
Compensation$914,659CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$238,459,542AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,803,200AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$244,262,742TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$244,262,742AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,663,941CashDeemedCharitableAmt
Net Vl Noncharitable Assets$240,598,801NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,029,940MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,029,940MinimumInvestmentReturnAmt
Tax Based On Investment Income$322,348TaxBasedOnInvestmentIncomeAmt
Total Tax$322,348TotalTaxAmt
Distributable Before Adj$11,707,592DistributableBeforeAdjAmt
Distributable Before Ded$11,707,592DistributableBeforeDedAmt
Distributable As Adjusted$11,707,592DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$11,175,895ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$11,175,895QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,707,592DistributableAsAdjustedAmt
Undistributed Income PY$10,932,743UndistributedIncomePYAmt
Prior Year32020PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$11,175,895QualifyingDistributionsAmt
Applied To Year1$10,932,743AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$243,152AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$11,464,440UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDaniel J Hirschfeld PresidentContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCHRISTIE HEACOCKRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 456AddressLine1Txt
CityKEARNEYCityNm
State AbbreviationNEStateAbbreviationCd
ZIP68848ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3082382480RecipientPhoneNum
Form And Info And MaterialsSTANDARD APPLICATION FORM AVAILABLE FROM THE FOUNDATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsGRANTS TO TAX-EXEMPT ORGANIZATIONS AS DEFINED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
American Red Cross
520 West 48th StKearneyNE68845NonePCEquipment$41,264
Blue Hill Early Learning Center Inc
PO Box 344Blue HillNE68930NonePCCapital Improvements$25,000
Cambridge Community Daycare Foundation
1003 Nelson StreetCambridgeNE69022NonePFCapital Improvements$20,000
Central Community College Foundation
201 Foundation Pl Ste 200 200HastingsNE689014014NonePCCapital Improvements$750,000
Children's Hospital Foundation
Box 980693RichmondVA232980693NonePCCapital Improvements$250,000
City Of Kearney
18 East 22nd StreetKearneyNE68847NoneGOVEquipment$700,000
Community Hospital Association of McCook
1301 East H Street PO Box 1328MccookNE69001NonePCCapital Improvements$1,000,000
Cornhusker Council 324 Boy Scouts Of America Inc
600 South 120th PO Box 269WaltonNE68461NonePCProgramming$10,000
Cystic Fibrosis Foundation
4550 Montgomery Avenue 1100nBethesdaMD20814NonePCResearch$50,000
D2 Center Inc
1941 S 42nd Street 503OmahaNE68105NonePCProgramming$4,000
Dreamweaver Foundation
PO Box 540033OmahaNE68154NonePCProgramming$10,000
Elm Creek Childcare Initiative
PO Box 174Elm CreekNE68836NonePCCapital Improvements$25,000
Epic Discovery Center
2900 W Old Potash HwyGrand IslandNE68803NonePCCapital Improvements$50,000
Families 1st Partnership
304 East 6th St Suite ANorth PlatteNE69101NonePCProgramming$1,500
Family Service Association of Lincoln
501 S 7 StLincolnNE685082920NonePCCapital Improvements$100,000
Friend Learning Center
706 County Road CFriendNE68359NonePCCapital Improvements$25,000
Friends Of Program Kearney
904 E 25th St Ste BKearneyNE68847NonePCProgramming$8,000
Friends Of Stowe Conservation Inc
PO Box 284StoweVT05672NonePCCapital Improvements$25,000
Giltner Public Schools Foundation
2 West 6th RdGiltnerNE68841NonePCCapital Improvements$15,000
Girls On The Run Of Nebraska
4008 S 81 StLincolnNE68506NonePCProgramming$17,000
Good Life Community Development
1415 S 7th StLincolnNE68502NonePCCapital Improvements$25,000
Good Samaritan Hospital Foundation
111 W 31st StKearneyNE68847NonePCCapital Improvements$5,500,000
Happy Jack Chalk Mine Association
PO Box 142OrdNE68862NonePCProgramming$5,000
Hastings Symphony Orchestra
PO Box 597HastingsNE689020597NonePCProgramming$8,500
Heart City Theater Co
119 Lakeshore DrValentineNE69201NonePCCapital Improvements$50,000
Heart Heroes Inc
6621 S 172nd AveOmahaNE68135NonePCProgramming$5,000
Heartland Equine Therapeutic Riding Academy
10130 S 222nd StGretnaNE68028NonePCProgramming$5,920
Historical Society Of Garden County
W 1st Ave EOshkoshNE69154NonePCCapital Improvements$12,000
Holdrege Area Early Childhood Partnership Inc
504 4th AveHoldregeNE68949NonePCProgramming$9,000
Hope Center For Kids
2200 N 20th StOmahaNE68110NonePCProgramming$10,000
Hope Harbor Inc
615 W 1st StGrand IslandNE68801NonePCCapital Improvements$200,000
Kearney Area Animal Shelter
3205 Highway 30KearneyNE68845NonePCOperations$100,000
Kearney Area Community Foundation
412 W 48th 12KearneyNE68845NonePCCapital Improvements$101,465
Kearney Area Community Foundation
412 W 48th 12KearneyNE68845NonePCEquipment$71,745
Kearney Sustainable Housing
2224 Central Ave Ste Ns 1-6KearneyNE68847NonePCCapital Improvements$300,000
Lincoln Children's Museum
1420 P StLincolnNE68508NonePCProgramming$15,000
Lyonheart Equine Assisted Learning
3135 W 22nd StKearneyNE68845NonePCProgramming$25,000
Make-A-Wish Foundation of Nebraska Inc
1005 S 107th Ave 102OmahaNE68114NonePCProgramming$10,000
Malcom Youth Sports Association
PO Box 95MalcomNE68402NonePCCapital Improvements$50,000
Micah House Corporation
1415 Avenue JCouncil BluffsIA51501NonePCProgramming$6,000
Mid-nebraska Community Foundation
PO Box 1321North PlatteNE691031321NonePCCapital Improvements$75,000
Nebraska Casa Association
3701 Sumner StreetLincolnNE68506NonePCProgramming$5,000
Nebraska Diaper Bank
9100 F St Suite 100OmahaNE68127NonePCProgramming$25,000
Nebraska State Fair 1868 Foundation
PO Box 80698LincolnNE68501NonePCProgramming$32,500
Nebraska State Historical Foundation
128 N 13th StLincolnNE68508NonePCOperations$15,000
Nebraska State Historical Foundation
128 N 13th StLincolnNE68508NonePCCapital Improvements$200,000
North Platte Area Habitat For Humanity
PO Box 1785North PlatteNE69103NonePCCapital Improvements$17,000
Rise Academy
3555 Farnam Street 209OmahaNE68131NonePCProgramming$20,000
Village of Shelton Nebraska
219 C Street PO Box 6SheltonNE68876NoneGOVCapital Improvements$100,000
Spring Creek Kids Inc
279 East Bryson AvenueDeshlerNE68340NonePCCapital Improvements$25,000
Succeed Inc
PO Box 587ChappellNE69129NonePCCapital Improvements$20,000
Third City Community Clinic
1107 N Broadwell AveGrand IslandNE68803NonePCProgramming$15,000
Treasurer State Of Maine
111 Sewall StAugustaME04330NonePCCapital Improvements$50,000
United Way Of The Kearney Area Inc
4009 6th Ave 19KearneyNE68845NonePCProgramming$20,045
University Of Nebraska Foundation
214 W 39th StKearneyNE68845NonePCProgramming$375,000
Visionary Youth
4230 S 33rd St Ste 105LincolnNE68506NonePCProgramming$15,000
Westview Boys Home
120 W Broadway StHollisOK73550NonePCCapital Improvements$250,000
Willa Cather Foundation
425 N Webster StRed CloudNE68970NonePCCapital Improvements$100,000
World Theatre Foundation
2318 Central AvenueKearneyNE68847NonePCCapital Improvements$50,000
Youth Emergency Services Inc
2566 Farnam Street No 301OmahaNE68131NonePCProgramming$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$11,070,939TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27,383ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,607,052ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$21,505,242ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$24,139,677ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$24,139,677TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$8,510Amt
Net Investment Income$2,128NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,382DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAMBRIDGE COMMUNITY DAYCARE FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11003 NELSON STREETAddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationNEStateAbbreviationCd
ZIP69022ZIPCd
FieldValueIRS element (for citing)
Grant2025-05-22GrantDt
Grant$20,000GrantAmt
Purpose Of GrantPRINCIPAL LOAN PAYMENT ON CHILDCARE CENTERPurposeOfGrantTxt
Expended By Grantee$20,000ExpendedByGranteeAmt
Any Diversion By GranteeNOAnyDiversionByGranteeTxt
Dates Of Reports By Grantee07/09/25DatesOfReportsByGranteeTxt
Verification2025-07-09VerificationDt
Results Of VerificationGRANTEE PROVIDED LOAN PAYMENT SCHEDULE CONFIRMING THE $20,000 GRANT WAS APPLIED TOWARD THE REMAINING PRINCIPAL BALANCE OF THE LOAN FOR THE GRANTEE'S CHILDCARE CENTER, IN ACCORDANCE WITH THE INTENDED PURPOSE OF THE GRANT.ResultsOfVerificationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockWILLIAM BLAIR STOCKSStockNm
EOY Book Value$96,938,121EOYBookValueAmt
EOYFMV$239,438,846EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$14,470LegalFeesAmt
Net Investment Income$3,617NetInvestmentIncomeAmt
Disbursements Charitable Prps$10,853DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescWEBSITE EXPENSEDesc
Revenue And Expenses Per Books$1,362RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$1,362DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescPAYROLL TAXES PAYABLEDesc
BOY Book Value$560BOYBookValueAmt
EOY Book Value$230EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMONEY MANAGEMENT FEESCategoryTxt
Amt$914,659Amt
Net Investment Income$914,659NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAX$6,581$1,645$4,936
FEDERAL INCOME TAX$251,949

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.