HIRSCHFELD FAMILY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HIRSCHFELD FAMILY FOUNDATION INC (EIN 47-0762188)
- Tax period
- 2011-09-01 to 2012-08-31
- Filed
- 2012-10-04
- IRS object ID
- 201212789349100306
- Schema version
- 2011v1.2
- 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 Stock Schedule
- Legal Fees Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-04T10:58:17-05:00 | Timestamp |
| Tax Period End Date | 2012-08-31 | 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 | 2011-09-01 | 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 | 2012-09-21 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PHILLIP MALTZAHN CPA | Name |
| Phone | 3083811810 | Phone |
| Date Prepared | 2012-09-21 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 145117086 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 11463 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 6634 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 6634 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 5633424 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 5633424 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 7569382 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 12134178 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 7569382 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 3373 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 13224276 | TotalRevenueAndExpenses |
| Total Net Investment Income | 13209440 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 120000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 120000 | CompOfcrDirTrstNetInvstIncm |
| Legal Fees Rev And Expnss | 20981 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 20981 | LegalFeesNetInvstIncm |
| Accounting Fees Rev And Expnss | 5503 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 5503 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 113698 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 113698 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 7617 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 7617 | TaxesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 267799 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 267799 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 5681305 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 5681305 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 5949104 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 267799 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 5681305 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 7275172 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 12941641 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 759457 | CashBOY |
| Cash EOY | 1060861 | CashEOY |
| Cash EOYFMV | 1060861 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 20519233 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 23092837 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 23092837 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 22446940 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 26847104 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 120963388 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 43725630 | TotalAssetsBOY |
| Total Assets EOY | 51000802 | TotalAssetsEOY |
| Total Assets EOYFMV | 145117086 | 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 | 43689787 | RetainedEarningsBOY |
| Retained Earnings EOY | 50964959 | RetainedEarningsEOY |
| Total Net Assets BOY | 43725630 | TotalNetAssetsBOY |
| Total Net Assets EOY | 51000802 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 43725630 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 51000802 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 43725630 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 7275172 | ExcessOfRevenueOverExpenses |
| Subtotal | 51000802 | Subtotal |
| Total Net Assets Fund Balances EOY | 51000802 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (17 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 |
|---|---|---|---|---|---|---|---|
| GREEN MOUNTAIN COFFEE ROASTERS | P | 1955-05-03 | 2012-07-23 | 351880 | 1027984 | -676104 | -676104 |
| BUCKLE INC. | P | 2008-12-04 | 2012-03-23 | 1774607 | 1502 | 1773105 | 1773105 |
| CERNER CORP | P | 2010-09-28 | 2011-11-28 | 1143952 | 806950 | 337002 | 337002 |
| BUCKLE INC. | P | 2008-12-04 | 2012-03-26 | 1579394 | 1334 | 1578060 | 1578060 |
| KOHLS | P | 2010-12-14 | 2012-01-17 | 274095 | 298472 | -24377 | -24377 |
| CARMAX | P | 2011-08-17 | 2012-02-08 | 415723 | 392015 | 23708 | 23708 |
| APACHE | P | 2009-12-15 | 2012-02-10 | 362209 | 302373 | 59836 | 59836 |
| SCANSOURCE INC | P | 2007-01-08 | 2012-02-14 | 68673 | 55852 | 12821 | 12821 |
| C R BARD | P | 2006-12-29 | 2012-02-17 | 666574 | 582190 | 84384 | 84384 |
| FASTENAL | P | 2011-08-17 | 2012-04-12 | 518053 | 201984 | 316069 | 316069 |
| W W GRAINGER INC | P | 2006-12-29 | 2012-07-23 | 414436 | 148726 | 265710 | 265710 |
| EBAY | P | 2011-08-17 | 2012-08-15 | 700424 | 488024 | 212400 | 212400 |
| SCANSOURCE INC | P | 2007-01-08 | 2012-08-15 | 249892 | 254436 | -4544 | -4544 |
| BUCKLE INC. | P | 2011-12-30 | 2011-12-30 | 521963 | 418 | 521545 | 521545 |
| BUCKLE INC. | P | 2011-12-30 | 2012-01-23 | 1583444 | 1268 | 1582176 | 1582176 |
| BUCKLE INC. | P | 2008-12-04 | 2012-03-20 | 1464793 | 1231 | 1463562 | 1463562 |
| BUCKLE INC. | P | 2008-12-04 | 2012-03-21 | 44066 | 37 | 44029 | 44029 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 7569382 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 2655898 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 4020003 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 112582569 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.035707 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 3029567 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 85005463 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.035640 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2399086 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 64333277 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.037292 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1884349 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 51029465 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.036927 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1234201 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 43044367 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.028673 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.174239 | TotalDistributionRatio |
| Average Distribution Ratio | 0.034848 | AverageDistributionRatio |
| Net Noncharitable Assets | 134411028 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 4683956 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 129416 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 4813372 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 5681305 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 129416 | InvestmentIncomeExciseTax |
| Subtotal | 129416 | Subtotal |
| Tax Based On Investment Income | 129416 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 207895 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 207895 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 78479 | Overpayment |
| Amount Credited To Next Year | 78479 | 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 |
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 |
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 | 110833520 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 25624376 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 136457896 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 136457896 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 2046868 | CashDeemedCharitable |
| Net Noncharitable Assets | 134411028 | NetNoncharitableAssets |
| Minimum Investment Return | 6720551 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 6720551 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 129416 | TaxBasedOnInvestmentIncome |
| Total Tax | 129416 | TotalTax |
| Distributable Amount Before Adj | 6591135 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 6591135 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 6591135 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 5681305 | ExpensesAndContributions |
| Qualifying Distributions | 5681305 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 129416 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 5551889 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 6591135 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 5460119 | UndistributedIncomePriorYear |
| Qualifying Distributions | 5681305 | QualifyingDistributions |
| Applied To Year1 | 5460119 | AppliedToYear1 |
| Applied To Current Year | 221186 | AppliedToCurrentYear |
| Undistributed Income CY | 6369949 | 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 (34 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| AAA PREGNANCY RESOURCE CE | ||||||
| 16755 MIDDLEBELT ROAD | LIVONIA | MI | 48154 | CHARITABLE | $2,800 | |
| BUFFALO COUNTY CITIZEN AD | ||||||
| PO BOX 1343 | KEARNEY | NE | 68848 | CHARITABLE | $5,000 | |
| CROSSROADS MISSION | ||||||
| 702 WEST 14TH STREET | HASTINGS | NE | 68901 | CHARITABLE | $125,000 | |
| FAITH CHRISTIAN SCHOOL | ||||||
| PO BOX 1574 | KEARNEY | NE | 68848 | CHARITABLE | $3,000,000 | |
| HASTINGS COLLEGE | ||||||
| 800 NORTH TURNER AVE | HASTINGS | NE | 68901 | EDUCATIONAL | $125,000 | |
| KEARNEY CATHOLIC HS FOUND | ||||||
| PO BOX 1261 | KEARNEY | NE | 68848 | EDUCATIONAL | $20,000 | |
| MADONNA FOUNDATION | ||||||
| 1055 W 175TH ST SUITE 2 | HOMEWOOD | IL | 60430 | CHARITABLE | $20,000 | |
| MADONNA SCHOOL LIFE SKI | ||||||
| 6402 NORTH 71ST PLAZA | OMAHA | NE | 68104 | CHARITABLE | $20,000 | |
| MAYO CLINIC | ||||||
| 200 1ST STREET SOUTHWEST | ROCHESTER | MN | 55905 | CHARITABLE | $1,000,000 | |
| NEBRASKA SHRINE SOCCER AS | ||||||
| 1717 YOLANDE AVE | LINCOLN | NE | 68521 | CHARITABLE | $3,000 | |
| UNIVERSITY OF NEBRASKA FO | ||||||
| 1010 LINCOLN MALL | LINCOLN | NE | 68508 | EDUCATIONAL | $170,000 | |
| WESTVIEW BOYS HOME | ||||||
| 120 WEST BROADWAY STREET | HOLLIS | OK | 73550 | CHARITABLE | $20,000 | |
| YORK COLLEGE | ||||||
| 1125 E 8TH ST | YORK | NE | 68467 | EDUCATIONAL | $800,000 | |
| NEWMAN CENTER ST THOMAS AQUINAS | ||||||
| 320 N 16TH ST | LINCOLN | NE | 68508 | CHARITABLE | $125,000 | |
| AMERICAN HEART ASSOCIATION | ||||||
| 1540 S 70TH ST STE 100 | LINCOLN | NE | 68506 | CHARITABLE | $1,000 | |
| BUFFALO COMMUNITY PARTNERS | ||||||
| PO BOX 1466 | KEARNEY | NE | 68848 | CHARITABLE | $10,000 | |
| CHILDREN'S HOSPITAL FOUNDATION | ||||||
| 8401 WEST DODGE RD | OMAHA | NE | 68114 | CHARITABLE | $10,000 | SUITE 160 |
| CONCORDIA UNIVERSITY | ||||||
| 800 NORTH COLUMBIA | SEWARD | NE | 68434 | CHARITABLE | $3,000 | |
| CROFTON GOLDEN AGE | ||||||
| PO BOX 175 | CROFTON | NE | 68730 | CHARITABLE | $7,740 | |
| ESSENTIAL PREGNANCY SERVICES | ||||||
| 6220 MAPLE STREET | OMAHA | NE | 68104 | CHARITABLE | $10,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||
| PO BOX 83671 | LINCOLN | NE | 68501 | CHARITABLE | $1,000 | |
| GENOA MEDICAL SERVICES FOUNDATION | ||||||
| PO BOX 421 | GENOA | NE | 68640 | CHARITABLE | $20,000 | |
| GIRL SCOUTS SPIRIT | ||||||
| 2512 NORTH WEBB ROAD | GRAND ISLAND | NE | 68803 | CHARITABLE | $5,000 | |
| HASTINGS CATHOLIC SCHOOLS | ||||||
| 521 N KANSAS AVE | HASTINGS | NE | 68901 | CHARITABLE | $2,000 | |
| HASTINGS LIBRARY FOUNDATION | ||||||
| 517 WEST 4 STREET | HASTINGS | NE | 68902 | CHARITABLE | $15,000 | |
| JOSLYN ART MUSEUM | ||||||
| 2200 DODGE STREET | OMAHA | NE | 68102 | CHARITABLE | $5,000 | |
| KEARNEY YMCA | ||||||
| 4500 SIXTH AVENUE | KEARNEY | NE | 68847 | CHARITABLE | $100,000 | |
| LINCOLN CHILDREN'S ZOO | ||||||
| 1222 SOUTH 27TH STREET | LINCOLN | NE | 68502 | CHARITABLE | $3,500 | |
| SEWARD LIBRARY FOUNDATION | ||||||
| PO BOX 42 | SEWARD | NE | 68434 | CHARITABLE | $10,000 | |
| THAYER CO HOSPITAL | ||||||
| PO BOX 43 | HEBRON | NE | 68370 | CHARITABLE | $8,845 | |
| VALLEY COUNTY HEALTH SYSTEMS FOUNDA | ||||||
| 400 SOUTH 23RD STREET | ORD | NE | 68862 | CHARITABLE | $8,420 | |
| WARREN HOSPITAL | ||||||
| 905 2ND STREET | FRIEND | NE | 68359 | CHARITABLE | $15,000 | |
| YMCA OF THE PRAIRIE | ||||||
| 1415 BROADWAY | HOLDREGE | NE | 68949 | CHARITABLE | $5,000 | |
| YOUTH EMERGENCY SERVICES | ||||||
| 2679 FARNAM STREET | OMAHA | NE | 68131 | CHARITABLE | $5,000 | STE 205 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 5681305 | 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 | 6634 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 5633424 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 7569382 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Related Or Exempt Function Income | 3373 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 13212813 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 13212813 | 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 | $5,503 | Amount |
| Net Investment Income | 5503 | 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 Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (50 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| WM BLAIR INTERNATIONAL GROWTH | 97809 | 115081 |
| WM BLAIR BOND FUND | 1391958 | 1548816 |
| BUCKLE, INC. COMMON STOCK | 64463 | 71532775 |
| ACCENTURE PLC IRELAND | 598580 | 924000 |
| AUTOMATIC DATA PROCESSING INC | 662338 | 871200 |
| ALLEGRAN | 1013642 | 1550340 |
| AFFILIATED MANAGERS GROUP INC | 1354053 | 1411440 |
| APECHE CORP | ||
| C R BARD | ||
| AMPHENOL CORP NEW CL A | 427605 | 766962 |
| AIRGAS INC | 1024875 | 1329120 |
| CARMAX INC | ||
| CAVIUM | 372253 | 387600 |
| CERNER CORP | ||
| CHECK POINT SOFTWARE TECHNOLOGI | 575996 | 497772 |
| EBAY | ||
| COLGATE PALMOLIVE CO | 469952 | 744170 |
| CONTINENTAL RESOURCES INC | 599813 | 740600 |
| EOG RES INC | 475408 | 541500 |
| EXPRESS SCRIPTS INC COMMON | 654656 | 939300 |
| FASTENAL CO | 412257 | 646350 |
| FISERV INC | 374212 | 713100 |
| GILEAD SCIENCES INC | 810208 | 1326870 |
| GOOGLE INC CL A | 500931 | 890617 |
| W W GRAINER INC | 743630 | 2059600 |
| INTERCONTINENTAL ALEXCHANGE INC | 1362428 | 1503700 |
| IDEXX LABORATORIES CORP | 333725 | 950600 |
| INTUIT INC | 619400 | 702480 |
| KOHLS | ||
| NOVARTIS AG | 118269 | 517400 |
| ORACLE CORP | 551131 | 791250 |
| O REILLY AUTOMOTIVE INC | 915045 | 849500 |
| PAXAIR INC | 493950 | 527500 |
| QUALCOMM INC | 512435 | 614600 |
| SIGNATURE BANK | 317020 | 646300 |
| STARBUCKS CORP | 768314 | 992200 |
| SCHLUMBERG LTD | 578151 | 868560 |
| SOLERA HOLDINGS INC | 665018 | 493560 |
| STERICYCLE INC | 607527 | 1098240 |
| SOLARWINDS INC | 450330 | 823200 |
| SCANSOURCE | ||
| TRANSDIGM GROUP INCORPORATED | 484228 | 831720 |
| TREEHOUSE FOODS INC | 554653 | 623400 |
| THERMO FISHER SCIENTIFIC INC | 294661 | 401450 |
| VISA | 429749 | 769500 |
| VANGUARD INTL EQUITY IND FD | 2663204 | 2584811 |
| V F CORP | 680040 | 687060 |
| WALGREENS | 193569 | 178800 |
| WRIGHT EXPRESS CORP | 619841 | 763744 |
| BUCKLE, INC. (GOLDMAN SACHS) | 9777 | 13206600 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | Category |
| Amount | $20,981 | Amount |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Revenue And Expenses Per Books | 3373 | RevenueAndExpensesPerBooks |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| MONEY MANAGEMENT FEES | $113,488 | 113488 |
| BANK CHARGES | $210 | 210 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $7,617 | Amount |
| Net Investment Income | 7617 | NetInvestmentIncome |
Comments