HIRSCHFELD FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HIRSCHFELD FAMILY FOUNDATION INC (EIN 47-0762188)
- Tax period
- 2012-09-01 to 2013-08-31
- Filed
- 2013-10-04
- IRS object ID
- 201342779349100604
- Schema version
- 2012v2.3
- 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 Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-04T14:38:44-05:00 | Timestamp |
| Tax Period End Date | 2013-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALMQUIST MALTZAHN GALLOWAY & LUTH PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1407 | AddressLine1 |
| City | GRAND ISLAND | City |
| State | NE | State |
| ZIP Code | 688021407 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470762188 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIRSCHFELD FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HIRS | NameControl |
| Phone | 3082343927 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3606 4TH AVENUE | AddressLine1 |
| City | KEARNEY | City |
| State | NE | State |
| ZIP Code | 68847 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAN HIRSCHFELD | Name |
| Title | OFFICER | Title |
| Phone | 3082343927 | Phone |
| Date Signed | 2013-09-27 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PHILLIP MALTZAHN CPA | Name |
| Phone | 3083811810 | Phone |
| Date Prepared | 2013-09-27 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 167606170 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 11193 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 11193 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 10598352 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 10598352 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 33191510 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 39232663 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 33191510 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 431 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 431 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 43801486 | TotalRevenueAndExpenses |
| Total Net Investment Income | 43801486 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 120000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 120000 | CompOfcrDirTrstNetInvstIncm |
| Legal Fees Rev And Expnss | 22322 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 22322 | LegalFeesNetInvstIncm |
| Accounting Fees Rev And Expnss | 4494 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 4494 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 156184 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 156184 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 698350 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 698350 | TaxesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 1001350 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1001350 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 6437491 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 6437491 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 7438841 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1001350 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 6437491 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 36362645 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 42800136 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1060861 | CashBOY |
| Cash EOY | 108347 | CashEOY |
| Cash EOYFMV | 108347 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 23092837 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 44380017 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 44380017 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 26847104 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 39068370 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 119308193 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds EOY | 3773384 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 3776284 | InvestmentsCorpBondsEOYFMV |
| Other Assets EOY | 33329 | OtherAssetsEOY |
| Other Assets EOYFMV | 33329 | OtherAssetsEOYFMV |
| Total Assets BOY | 51000802 | TotalAssetsBOY |
| Total Assets EOY | 87363447 | TotalAssetsEOY |
| Total Assets EOYFMV | 167606170 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 35843 | CapitalStockBOY |
| Capital Stock EOY | 35843 | CapitalStockEOY |
| Retained Earnings BOY | 50964959 | RetainedEarningsBOY |
| Retained Earnings EOY | 87327604 | RetainedEarningsEOY |
| Total Net Assets BOY | 51000802 | TotalNetAssetsBOY |
| Total Net Assets EOY | 87363447 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 51000802 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 87363447 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 51000802 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 36362645 | ExcessOfRevenueOverExpenses |
| Subtotal | 87363447 | Subtotal |
| Total Net Assets Fund Balances EOY | 87363447 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (37 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| CAVIUM INC | P | 2011-08-31 | 2012-09-20 | 425336 | 372253 | 53083 | 53083 |
| BUCKLE | P | 2011-08-31 | 2013-05-09 | 1472709 | 1231 | 1471478 | 1471478 |
| BUCKLE | P | 2011-12-30 | 2013-08-09 | 2254887 | 1389 | 2253498 | 2253498 |
| ORACLE CORP | P | 2011-08-31 | 2012-11-06 | 784820 | 551131 | 233689 | 233689 |
| BUCKLE | P | 2011-08-31 | 2013-05-10 | 3453786 | 2873 | 3450913 | 3450913 |
| BUCKLE | P | 2011-12-30 | 2013-08-12 | 1559278 | 978 | 1558300 | 1558300 |
| INTERCONTINENTAL ALEXCHANGE INC | P | 2011-12-21 | 2013-01-03 | 742320 | 695152 | 47168 | 47168 |
| BUCKLE | P | 2011-08-31 | 2013-05-13 | 1049776 | 821 | 1048955 | 1048955 |
| BUCKLE | P | 2011-12-30 | 2013-08-13 | 1513396 | 944 | 1512452 | 1512452 |
| INTERCONTINENTAL ALEXCHANGE INC | P | 2012-08-15 | 2012-01-03 | 618600 | 667276 | -48676 | -48676 |
| GILEAD SCIENCES INC | P | 2011-08-31 | 2013-05-14 | 526007 | 194221 | 331786 | 331786 |
| BUCKLE | P | 2011-12-30 | 2013-08-14 | 1361277 | 847 | 1360430 | 1360430 |
| TREEHOUSE FOODS INC | P | 2011-08-31 | 2013-01-03 | 610104 | 554653 | 55451 | 55451 |
| BUCKLE | P | 2011-08-31 | 2013-05-15 | 2372251 | 1855 | 2370396 | 2370396 |
| BUCKLE | P | 2011-12-30 | 2013-08-15 | 1229127 | 763 | 1228364 | 1228364 |
| WALGREEN CO | P | 2011-08-31 | 2013-01-03 | 183538 | 193569 | -10031 | -10031 |
| BUCKLE | P | 2011-08-31 | 2013-05-16 | 1049776 | 821 | 1048955 | 1048955 |
| BUCKLE | P | 2011-12-30 | 2013-08-16 | 87692 | 54 | 87638 | 87638 |
| BUCKLE | P | 2011-08-31 | 2013-03-20 | 3296314 | 2779 | 3293535 | 3293535 |
| BUCKLE | P | 2011-08-31 | 2013-05-17 | 1831086 | 1428 | 1829658 | 1829658 |
| VISA | P | 2013-08-20 | 2013-08-23 | 9723 | 9722 | 1 | 1 |
| BUCKLE | P | 2011-08-31 | 2013-03-21 | 339624 | 287 | 339337 | 339337 |
| WILLIAM BLAIR | P | 2011-08-31 | 2013-06-13 | 1551425 | 1452912 | 98513 | 98513 |
| BUCKLE | P | 2011-08-31 | 2013-03-25 | 140631 | 119 | 140512 | 140512 |
| AUTOMATIC DATA PROCESSING INC | P | 2011-08-31 | 2013-06-13 | 1031324 | 662338 | 368986 | 368986 |
| BUCKLE | P | 2011-08-31 | 2013-03-26 | 117392 | 99 | 117293 | 117293 |
| BUCKLE | P | 2011-12-30 | 2013-07-11 | 474980 | 288 | 474692 | 474692 |
| SOLERA HOLDINGS INC | P | 2011-08-31 | 2013-03-26 | 11549 | 11512 | 37 | 37 |
| BUCKLE | P | 2011-12-30 | 2013-07-12 | 2270356 | 1393 | 2268963 | 2268963 |
| SOLERA HOLDINGS INC | P | 2011-08-31 | 2013-03-27 | 308152 | 310827 | -2675 | -2675 |
| BUCKLE | P | 2011-12-30 | 2013-07-31 | 1205163 | 723 | 1204440 | 1204440 |
| SOLERA HOLDINGS INC | P | 2011-08-31 | 2013-03-28 | 90250 | 92097 | -1847 | -1847 |
| BUCKLE | P | 2011-12-30 | 2013-08-06 | 759978 | 450 | 759528 | 759528 |
| SOLERA HOLDINGS INC | P | 2012-02-10 | 2013-04-01 | 273407 | 250582 | 22825 | 22825 |
| BUCKLE | P | 2011-12-30 | 2013-08-07 | 1290996 | 763 | 1290233 | 1290233 |
| BUCKLE | P | 2011-08-31 | 2013-04-09 | 934190 | 819 | 933371 | 933371 |
| BUCKLE | P | 2011-12-30 | 2013-08-08 | 2001443 | 1184 | 2000259 | 2000259 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 33191510 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -48675 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 5551889 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 134411028 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.041305 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 4020003 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 112582569 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.035707 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 3029567 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 85005463 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.035640 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 2399086 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 64333277 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.037292 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1884349 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 51029465 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.036927 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.186871 | TotalDistributionRatio |
| Average Distribution Ratio | 0.037374 | AverageDistributionRatio |
| Net Noncharitable Assets | 156282528 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 5840903 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 428001 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 6268904 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 6437491 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 428001 | InvestmentIncomeExciseTax |
| Subtotal | 428001 | Subtotal |
| Tax Based On Investment Income | 428001 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 762479 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 762479 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 334478 | Overpayment |
| Amount Credited To Next Year | 334478 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | PHIL MALTZAHN CPA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3083811810 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1203 W 2ND STREET | AddressLine1 |
| City | GRAND ISLAND NE | City |
| State | NE | State |
| ZIP Code | 68801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| DANIEL J HIRSCHFELD | ||||||||
| 3606 4TH AVENUE | KEARNEY | NE | 68847 | PRES, TREAS | 5.00 | 0 | 0 | 0 |
| MONYA A HIRSCHFELD | ||||||||
| 3606 4TH AVENUE | KEARNEY | NE | 68847 | SECR, DIR | 5.00 | 0 | 0 | 0 |
| DAVID J HIRSCHFELD | ||||||||
| PO BOX 791 | CHOTEAU | MT | 59422 | VICE PRES | 5.00 | 40000 | 0 | 0 |
| LETITIA A SPENCER | ||||||||
| 5960 MAPLE RD | GIBBON | NE | 68840 | VICE PRES | 5.00 | 40000 | 0 | 0 |
| BENJAMIN G HIRSCHFELD | ||||||||
| 10 WEST 103 STREET | KEARNEY | NE | 68847 | VICE PRES | 5.00 | 40000 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 129071654 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 29590811 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 158662465 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 158662465 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 2379937 | CashDeemedCharitable |
| Net Noncharitable Assets | 156282528 | NetNoncharitableAssets |
| Minimum Investment Return | 7814126 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 7814126 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 428001 | TaxBasedOnInvestmentIncome |
| Total Tax | 428001 | TotalTax |
| Distributable Amount Before Adj | 7386125 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 7386125 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 7386125 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 6437491 | ExpensesAndContributions |
| Qualifying Distributions | 6437491 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 428001 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 6009490 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 7386125 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 6369949 | UndistributedIncomePriorYear |
| Qualifying Distributions | 6437491 | QualifyingDistributions |
| Applied To Year1 | 6369949 | AppliedToYear1 |
| Applied To Current Year | 67542 | AppliedToCurrentYear |
| Undistributed Income CY | 7318583 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL J HIRSCHFELD | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | DAN HIRSCHFELD | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3606 4TH AVENUE | AddressLine1 |
| City | KEARNEY | City |
| State | NE | State |
| ZIP Code | 68847 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3082345579 | RecipientPhoneNumber |
| Form And Info And Materials | STANDARD APPLICATION FORM AVAILABLE FROM THE FOUNDATION | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | GRANTS TO TAX-EXEMPT ORGANIZATIONS AS DEFINED IN SEC 501(C)(3) OF THE CODE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (28 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| AUTISM ACTION | |||||
| 14301 FNB PARKWAY SUITE | OMAHA | NE | 68154 | CHARITABLE | $10,000 |
| CARROLL COLLEGE | |||||
| 1601 N BENTON AVE | HELENA | MT | 59625 | CHARITABLE | $35,000 |
| CHILDREN'S HOSPITAL FOUNDATION | |||||
| 8401 WEST DODGE ROAD SUI | OMAHA | NE | 68114 | CHARITABLE | $15,000 |
| CHRISTIAN HERITAGE CHILDREN'S HOMES | |||||
| PO BOX 1235 | KEARNEY | NE | 68848 | CHARITABLE | $12,500 |
| CRANE RIVER THEATER COMPANY | |||||
| PO BOX 2141 | KEARNEY | NE | 68848 | CHARITABLE | $5,800 |
| CROSSROADS CETNER RESCUE MISSION | |||||
| 702 WEST 14TH ST | HASTINGS | NE | 68901 | CHARITABLE | $125,000 |
| ESSENTIAL PREGNANCY SERVICES OF OMA | |||||
| 6220 MAPLE STREET | OMAHA | NE | 68104 | CHARITABLE | $20,000 |
| FULLERTON AREA SENIOR CENTER | |||||
| PO BOX 632 | FULLERTON | NE | 68638 | CHARITABLE | $8,500 |
| FUNK SCHOOL | |||||
| PO BOX 173 | FUNK | NE | 68940 | CHARITABLE | $11,775 |
| GOOD SAMARITAN HOSP FOUND | |||||
| PO BOX 1810 | KEARNEY | NE | 68848 | CHARITABLE | $560,735 |
| HASTINGS COLLEGE | |||||
| 800 NORTH TURNER AVE | HASTINGS | NE | 68901 | CHARITABLE | $100,000 |
| HASTINGS LIBRARY FOUNDATION | |||||
| 517 WEST 4 STREET | HASTINGS | NE | 68901 | CHARITABLE | $30,000 |
| HASTINGS SYMPHONY ORCHESTRA | |||||
| PO BOX 597 | HASTINGS | NE | 68901 | CHARITABLE | $10,000 |
| HOPE PREGNANCY CENTER | |||||
| 1109 WASHINGTON ST | SUPERIOR | NE | 68978 | CHARITABLE | $25,000 |
| KEARNEY AREA COMMUNITY FOUNDATION | |||||
| PO BOX 607 | KEARNEY | NE | 68848 | CHARITABLE | $127,620 |
| KEARNEY CATHOLIC HIGH SCHOOL FOUNDA | |||||
| PO BOX 1261 | KEARNEY | NE | 68848 | CHARITABLE | $120,000 |
| KEARNEY TENNIS ASSOCIATION | |||||
| PO BOX 1576 | KEARNEY | NE | 68848 | CHARITABLE | $10,000 |
| MADONNA FOUNDATION | |||||
| 5401 SOUTH STREET | LINCOLN | NE | 68506 | CHARITABLE | $40,000 |
| MAYO FOUNDATION | |||||
| 200 FIRST STREET SW | ROCHERSTER | MN | 55902 | CHARITABLE | $2,000,000 |
| MUSEUM OF NEBRASKA ART | |||||
| 2401 CENTRAL AVENUE | KEARNEY | NE | 68847 | CHARITABLE | $35,839 |
| NEBRASKA SHRINE SOCCER ASSOCIATION | |||||
| 1717 YOLONDE AVENUE | LINCOLN | NE | 68521 | CHARITABLE | $3,000 |
| NEBRASKA LUTHERAN OUTDOOR MINISTRIE | |||||
| 27416 RANCH ROAD | ASHLAND | NE | 68003 | CHARITABLE | $10,000 |
| THAYER COUNTY HOSPITAL FOUNDATION | |||||
| PO BOX 43 | HEBRON | NE | 68370 | CHARITABLE | $8,000 |
| UNIVERSITY OF NEBRASKA FOUNDATION | |||||
| PO BOX 2678 | KEARNEY | NE | 68848 | CHARITABLE | $1,398,722 |
| WARREN MEMORIAL HOSPITAL | |||||
| 905 2ND STREET | FRIEND | NE | 68359 | CHARITABLE | $15,000 |
| WESTVIEW BOYS HOME | |||||
| PO BOX 553 | HOLLIS | OK | 73550 | CHARITABLE | $60,000 |
| WILLA CATHER PIONEER FOUNDATION | |||||
| 326 NORTH WEBSTER STREET | RED CLOUD | NE | 68970 | CHARITABLE | $20,000 |
| YORK COLLEGE | |||||
| 1125 EAST 8TH STREET | YORK | NE | 68467 | CHARITABLE | $1,620,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 6437491 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 11193 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 10598352 | RelatedOrExemptFunctionIncome |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 431 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 33191510 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 43801486 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 43801486 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (4 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 3 | TO PROVIDE CHARITABLE GRANTS TO WORTHY TAX EXEMPT |
| 4 | ORGANIZATIONS CARRYING ON RELIGIOUS, CHARITABLE, |
| 8 | SCIENTIFIC, LITERARY, OR EDUCATIONAL SERVICES. |
| 7 | SAME CHARITABLE PURPOSE AS ABOVE. |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | Category |
| Amount | $4,494 | Amount |
| Net Investment Income | 4494 | NetInvestmentIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation (5 entries)
| DANIEL J HIRSCHFELD |
| MONYA A HIRSCHFELD |
| DAVID J HIRSCHFELD |
| LETITIA A SPENCER |
| BENJAMIN G HIRSCHFELD |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (9 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMERICA MOVIL SAB DE (GS) | 420532 | 424340 |
| BANK OF AMERICA CORPORATION (GS) | 446004 | 445584 |
| CA, INC (GS) | 399448 | 397940 |
| DIRECTV HOLDINGS LLC (GS) | 416740 | 416160 |
| EXPRESS SCRIPTS HOLDING CO (GS) | 400000 | 409020 |
| INGERSOLL-RAND GLOBAL HOLDING (GS) | 467368 | 469368 |
| TECK RESOURCES LIMITED (GS) | 404620 | 404868 |
| THE WESTERN UNION COMPANY (GS) | 409248 | 400620 |
| XEROX CORPORATION (GS) | 409424 | 408384 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (88 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| WM BLAIR INTERNATIONAL GROWTH | 1289809 | 1323701 |
| WM BLAIR BOND FUND | ||
| BUCKLE, INC | 1101107 | 65800367 |
| ACCENTURE PLC IRELAND | 598580 | 1083750 |
| AUTOMATIC DATA PROCESSING INC | ||
| ALLEGRAN | 1013642 | 1590840 |
| AFFILIATED MANAGERS GROUP INC | 1354053 | 2091840 |
| AMPHENOL CORP NEW CL A | 427605 | 954702 |
| AIRGAS INC | 1024875 | 1626400 |
| CAVIUM | ||
| CHECK POINT SOFTWARE TECHNOLOGI | 1487720 | 1614816 |
| COLGATE PALMOLIVE CO | 469952 | 808780 |
| CONTINENTAL RESOURCES INC | 599813 | 922600 |
| DONALDSON CO INC | 927380 | 881000 |
| EOG RES INC | 475408 | 785250 |
| EXPRESS SCRIPTS INC COMMON | 1223856 | 1597000 |
| FASTENAL CO | 856533 | 1099750 |
| FISERV INC | 374212 | 962700 |
| GENPACT LIMITED | 1031076 | 1155000 |
| GILEAD SCIENCES INC | 615987 | 2169720 |
| GOOGLE INC CL A | 500931 | 1100970 |
| W W GRAINER INC | 743630 | 2473500 |
| INTERCONTINENTAL ALEXCHANGE INC | ||
| IDEXX LABORATORIES CORP | 793743 | 1407300 |
| INTUIT INC | 619400 | 762360 |
| JB HUNT TRANSPORT SERVICES INC | 881009 | 864000 |
| LKQ CORPORATION | 873072 | 1023400 |
| MWI VETERINARY SUPPLY INC | 874993 | 1064560 |
| NOVARTIS AG | 420183 | 1004789 |
| ORACLE CORP | ||
| O REILLY AUTOMOTIVE INC | 1091970 | 1472520 |
| PAXAIR INC | 493950 | 587000 |
| QUALCOMM INC | 512435 | 662600 |
| SALLY BEAUTY HOLDINGS INC | 1212247 | 1209819 |
| SIGNATURE BANK | 317020 | 877200 |
| STARBUCKS CORP | 874606 | 1551440 |
| SCHLUMBERG LTD | 1188784 | 1618800 |
| SOLERA HOLDINGS INC | ||
| STERICYCLE INC | 607527 | 1350720 |
| SUNCOR ENERGY INC | 1521581 | 1524150 |
| SOLARWINDS INC | 1292180 | 1166400 |
| TRANSDIGM GROUP INCORPORATED | 1068478 | 1370000 |
| TREEHOUSE FOODS INC | ||
| THERMO FISHER SCIENTIFIC INC | 294661 | 621810 |
| PRICE T ROWE GROUP INC | 908303 | 841680 |
| VISA | 429749 | 1046520 |
| VANGUARD INTL EQUITY IND FD | 2663204 | 2774987 |
| V F CORP | 680040 | 842445 |
| WALGREENS | ||
| WEX INC | 1240059 | 1600800 |
| BUCKLE, INC (GOLDMAN SACHS) | ||
| ABBOTT LABORATORIES (GS) | 9664 | 9166 |
| ALTERA CORP (GS) | 6873 | 6964 |
| AMAZON.COM (GS) | 11163 | 10958 |
| AMERICAN TOWER CORPORATION (GS) | 9457 | 9451 |
| APPLE, INC (GS) | 13460 | 13155 |
| BANK OF AMERICA CORP (GS) | 8623 | 8458 |
| BOEING COMPANY (GS) | 13199 | 13302 |
| CHIPOTLE MEXICAN GRILL (GS) | 7620 | 7755 |
| COSTCO WHOLESALE CORPORATION (GS) | 10855 | 10851 |
| DEVON ENERGY CORPORATION (GS) | 11024 | 10847 |
| EBAY INC (GS) | 8067 | 7698 |
| EMC CORPORATION (GS) | 10731 | 10596 |
| EXXON MOBIL CORPORATION (GS) | 9450 | 9326 |
| FEDEX CORP (GS) | 9190 | 9126 |
| GENERAL ELECTRIC CO (GS) | 17366 | 1661 |
| GOOGLE INC (GS) | 12053 | 11857 |
| HONEYWELL INTL INC (GS) | 10750 | 10424 |
| JPMORGAN CHASE & CO (GS) | 14441 | 13694 |
| LOWES COMPANIES INC (GS) | 10039 | 10447 |
| MERCK & CO., INC (GS) | 13709 | 13478 |
| MICROSOFT CORPORATION (GS) | 10826 | 11356 |
| NIKE CLASS-B (GS) | 11358 | 11245 |
| ORACLE CORPORATION (GS) | 7656 | 7455 |
| PEPSICO (GS) | 7792 | 7654 |
| PROCTER & GAMBLE COMPANY (GS) | 12649 | 12229 |
| PRUDENTIAL FINANCIAL INC (GS) | 12540 | 11906 |
| QUALCOMM INC. (GS) | 12702 | 12593 |
| SCHLUMBERGER LTD (GS) | 11801 | 11655 |
| THE TRAVELERS COMPANIES, INC (GS) | 10207 | 10067 |
| VERTEX PHARMACEUTICALS INC (GS) | 8059 | 7891 |
| VIACOM INC (GS) | 10498 | 10661 |
| WALMART STORES INC (GS) | 9203 | 9050 |
| DREYFUS GLOBAL STOCK MUTUAL FUN (GS) | 250000 | 245012 |
| FIRST EAGLE GLOBAL (GS) | 250000 | 244975 |
| GS LOCAL EMERGING MARKETS DEBT (GS) | 650000 | 622420 |
| SPDR S&P BANK (GS) | 299472 | 289036 |
| TECHNOLOGY SELECT INDEX 'SPDR' (GS) | 300510 | 295788 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | Category |
| Amount | $22,322 | Amount |
| Net Investment Income | 22322 | NetInvestmentIncome |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED INTEREST PAID | Description |
| EOY Book Value | 33329 | EOYBookValue |
| EOYFMV | 33329 | EOYFMV |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INVESTMENT INCOME | Description |
| Revenue And Expenses Per Books | 431 | RevenueAndExpensesPerBooks |
| Net Investment Income | 431 | NetInvestmentIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| MONEY MANAGEMENT FEES | $155,450 | 155450 |
| BANK CHARGES | $734 | 734 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAXES | $14,330 | 14330 |
| ORGANIZATIONAL FEE | $20 | 20 |
| FEDERAL INCOME TAX | $684,000 | 684000 |
Comments