Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 09-01-2018 , and ending 08-31-2019
Name of foundation
WEITZ FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)110 N 92ND STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OMAHA, NE68114
A Employer identification number

47-0834133
B Telephone number (see instructions)

(402) 391-1980
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$94,871,235
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 15,005,179
2 Check bullet.............
3 Interest on savings and temporary cash investments 16 16  
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,023,794
b Gross sales price for all assets on line 6a 2,023,794
7 Capital gain net income (from Part IV, line 2)... 2,023,794
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 17,028,989 2,023,810  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 144,266 0   144,266
14 Other employee salaries and wages...... 27,667 0   27,667
15 Pension plans, employee benefits....... 14,121 0   14,121
16a Legal fees (attach schedule)......... 279 0   279
b Accounting fees (attach schedule)....... 5,179 0   5,179
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 41,053 0   12,673
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 3,392 0   3,392
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 9,872 0   9,872
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 245,829 0   217,449
25 Contributions, gifts, grants paid....... 13,192,711 13,192,711
26 Total expenses and disbursements. Add lines 24 and 25 13,438,540 0   13,410,160
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,590,449
b Net investment income (if negative, enter -0-) 2,023,810
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 105,659 158,264 158,264
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 962,368 Click to see attachment962,368 46,674,012
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 33,594,274 Click to see attachment35,269,615 48,038,959
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 34,662,301 36,390,247 94,871,235
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment5,286 Click to see attachment5,782
23 Total liabilities (add lines 17 through 22)......... 5,286 5,782
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 34,657,015 36,384,465
30 Total net assets or fund balances (see instructions)..... 34,657,015 36,384,465
31 Total liabilities and net assets/fund balances (see instructions). 34,662,301 36,390,247
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
34,657,015
2
Enter amount from Part I, line 27a .....................
2
3,590,449
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
38,247,464
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,862,999
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
36,384,465
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a CAPITAL GAINS DIVIDENDS P    
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,023,794     2,023,794
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       2,023,794
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 2,023,794
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 11,827,377 86,849,943 0.136182
2016 14,479,924 85,023,993 0.170304
2015 14,345,331 93,910,840 0.152755
2014 6,135,045 93,930,337 0.065315
2013 4,469,000 67,191,625 0.066511
2
Total of line 1, column (d) .....................
2
0.591067
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.118213
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
91,453,408
5
Multiply line 4 by line 3......................
5
10,810,982
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
20,238
7
Add lines 5 and 6........................
7
10,831,220
8
Enter qualifying distributions from Part XII, line 4,.............
8
13,410,160
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 20,238
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 20,238
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 20,238
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 28,300
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 28,300
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 26
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 8,036
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet8,036 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNE
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.WEITZFAMILYFOUNDATION.ORG
    14
    The books are in care ofbulletWALLACE R WEITZ Telephone no.bullet (402) 391-1980

    Located atbullet110 N 92ND STREETOMAHANE ZIP+4bullet68114
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    WALLACE R WEITZ PRESIDENT & TREASURER
    1.00
    0 0 0
    110 NORTH 92ND STREET
    OMAHA,NE68114
    BARBARA V WEITZ VICE PRESIDENT & SECRETARY
    1.00
    0 0 0
    110 NORTH 92ND STREET
    OMAHA,NE68114
    KATHRYN A WEITZ EXECUTIVE DIRECTOR
    15.00
    144,266 10,450 0
    1610 S 91ST AVE
    OMAHA,NE68124
    ROGER T WEITZ DIRECTOR
    1.00
    0 0 0
    804 LOVELAND DRIVE
    OMAHA,NE68114
    ANDREW S WEITZ DIRECTOR
    1.00
    0 0 0
    9819 ASCOT DRIVE
    OMAHA,NE68114
    KATHLEEN WEITZ DIRECTOR
    1.00
    0 0 0
    804 LOVELAND DRIVE
    OMAHA,NE68114
    MEREDITH WEITZ DIRECTOR
    1.00
    0 0 0
    9819 ASCOT DRIVE
    OMAHA,NE68114
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    92,685,432
    b
    Average of monthly cash balances.......................
    1b
    160,668
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    92,846,100
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    92,846,100
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,392,692
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    91,453,408
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    4,572,670
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    4,572,670
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    20,238
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    20,238
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,552,432
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,552,432
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    4,552,432
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    13,410,160
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    13,410,160
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    20,238
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    13,389,922
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 4,552,432
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 1,164,362
    b From 2014...... 1,576,731
    c From 2015...... 9,702,747
    d From 2016...... 10,245,676
    e From 2017...... 7,543,450
    fTotal of lines 3a through e........ 30,232,966
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 13,410,160
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2018 distributable amount..... 4,552,432
    e Remaining amount distributed out of corpus 8,857,728
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 39,090,694
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    1,164,362
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    37,926,332
    10 Analysis of line 9:
    a Excess from 2014.... 1,576,731
    b Excess from 2015.... 9,702,747
    c Excess from 2016.... 10,245,676
    d Excess from 2017.... 7,543,450
    e Excess from 2018.... 8,857,728
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    WALLACE R WEITZ
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    100 BLACK MEN
    2221 N 24TH STREET
    OMAHA,NE68110
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 20,000
    100 BLACK WOMEN OF GREATER OMAHA
    PO BOX 641984
    OMAHA,NE68164
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 10,000
    ACLU OF NEBRASKA
    134 S 13TH ST 1010
    LINCOLN,NE68508
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 75,000
    AFRICAN AMERICAN EMPOWERMENT NETWORK
    105 N 31ST AVE SUITE 101
    OMAHA,NE68131
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 250,000
    AT EASE
    PO BOX 24465
    OMAHA,NE68124
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 65,000
    AUTISIM ACTION PARTNERSHIP
    14301 FIRST NATIONAL BANK PARKWAY
    SUITE 115
    OMAHA,NE68154
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 20,000
    AVENUE SCHOLARS
    7101 MERCY ROAD SUITE 240
    OMAHA,NE68106
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 400,000
    BANNISTER'S LEADERSHIP ACADEMY
    PO BOX 31512
    OMAHA,NE68131
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 10,000
    BLACK MEN UNITED
    4200 N 30TH ST
    OMAHA,NE68111
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 45,000
    BLACK VOTES MATTER
    2518 N 24TH ST
    OMAHA,NE68110
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 15,000
    BOUNTIFUL HARVEST
    542 S 31ST ST
    OMAHA,NE68105
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 42,000
    BOYS & GIRLS CLUB OF OMAHA
    210 HAMILTON STREET
    OMAHA,NE68131
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 225,000
    CAROLE'S HOUSE OF HOPE
    7815 HARNEY STREET
    OMAHA,NE68114
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 20,000
    CASA OMAHA
    2412 SAINT MARYS AVE
    OMAHA,NE68105
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 100,000
    CENTER FOR HOLISTIC DEVELOPMENT
    6502 SORENSON PKWY
    OMAHA,NE68152
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 25,000
    CENTER FOR RURAL AFFAIRS
    145 MAIN STREET
    LYONS,NE68038
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 100,000
    CENTER POINTE
    2633 P STREET
    LINCOLN,NE68503
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 10,000
    CHILD SAVING INSTITUTE
    4545 DODGE STREET
    OMAHA,NE68132
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 10,000
    CHILDREN'S HOSPITAL AND MEDICAL CENTER
    8401 W DODGE ROAD
    OMAHA,NE68114
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 63,000
    CITY SPROUTS
    4002 SEWARD STREET
    OMAHA,NE68111
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 15,000
    CIVIC NEBRASKA
    1111 LINCOLN MALL SUITE 350
    LINCOLN,NE68508
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 10,000
    CLARKE COUMMUNITY INITIATIVE
    5225 S 159TH AVE
    OMAHA,NE68135
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 10,000
    COALITION FOR A STRONG NEBRASKA
    215 CENTENNIAL MALL SOUTH STE 200
    LINCOLN,NE68508
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 20,000
    COLLECTIVE FOR YOUTH
    105 N 31ST AVE SUITE 103
    OMAHA,NE68131
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 40,000
    COLLEGE OF SAINT MARY
    7000 MERCY ROAD
    OMAHA,NE68106
    N/A EDUCATIONAL ORGANIZA GENERAL OPERATING 250,000
    COLLEGE POSSIBLE
    900 S 74TH PLAZA SUITE 403
    OMAHA,NE68114
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 115,000
    COLUMBIA UNIVERSITY TEACHERS COLLEGE
    525 W 120TH ST
    NEW YORK,NY10027
    N/A EDUCATIONAL ORGANIZA GENERAL OPERATING 500,000
    COMPASSION IN ACTION
    2001 N 35TH ST
    OMAHA,NE68111
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 20,000
    COMPLETELY KIDS
    2566 SAINT MARYS AVE
    OMAHA,NE68105
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 10,000
    COMUNIDAD MAYA PIXAN IXIM
    4513 S 32ND ST
    OMAHA,NE68107
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 10,000
    D2 CENTER
    1941 S 42ND ST
    OMAHA,NE68105
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 96,000
    DEPAUL UNIVERSITY
    1 E JACKSON BLVD
    CHICAGO,IL60604
    N/A EDUCATIONAL ORGANIZA STOCKYARD INSTITUTE 100,000
    EASTERN NEBRASKA COMMUNITY ACTION PARTERNSHIP
    2406 FOWLER AVE
    OMAHA,NE68111
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 5,000
    EDUCATION RIGHTS COUNSEL
    5405 NICHOLAS ST
    OMAHA,NE68132
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 15,000
    EDUCATIONAL SERVICE UNIT #6
    210 5TH ST
    MILFORD,NE68405
    N/A EDUCATIONAL ORGANIZA AUTISM SPECTRUM DISORDER 20,000
    EL MUSEO LATINO
    4701 S 25TH STREET
    OMAHA,NE68107
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 5,000
    FAMILY HOUSING ADVISORY SERVICE
    2401 LAKE STREET
    OMAHA,NE68111
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 175,000
    FILM STREAMS INC
    1340 MIKE FAHEY STREET
    OMAHA,NE68102
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 142,000
    FINANCIAL HOPE COLLABORATIVE
    2500 CALIFORNIA PLAZA
    OMAHA,NE68178
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 20,000
    FONTENELLE FOREST
    1111 BELLEVUE BLVD N
    BELLEVUE,NE68005
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 15,000
    FOOD BANK FOR THE HEARTLAND
    10525 J STREET
    OMAHA,NE68127
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 15,000
    GIRLS INC
    2811 N 45TH STREET
    OMAHA,NE68104
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 92,000
    GOTTA BE ME
    5108 PINE STREET
    OMAHA,NE68106
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 5,000
    HABITAT FOR HUMANITY
    1701 N 24TH STREET
    OMAHA,NE68110
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 115,000
    HEARTLAND UNITED FOR PUERTO RICO
    4221 N 172 STREET
    OMAHA,NE68116
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 10,000
    HEARTLAND WORKERS CENTER
    4923 S 24TH STREET SUITE 3A
    OMAHA,NE68107
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 185,000
    HOLY NAME HOUSING CORP
    3014 N 45TH STREET
    N TH STREET,NE68104
    N/A EDUCATIONAL ORGANIZA GENERAL OPERATING 85,000
    HOUSE OF AFROS CAPES AND CURLS
    PO BOX 11123
    OMAHA,NE68111
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 5,000
    INCLUSIVE COMMUNITIES
    6001 DODGE STREET COMMUNITY
    ENGAGEMENT CENTER ROOM 122
    OMAHA,NE68182
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 20,000
    INCOMMON
    1340 PARK AVE
    OMAHA,NE68105
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 50,000
    INSTITUTE FOR PUBLIC LEADERSHIP
    3647 LAYAYETTE AVE
    OMAHA,NE68131
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 15,000
    INTERCULTURAL SENIOR CENTER
    3010 R STREET
    OMAHA,NE68107
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 250,000
    INTERFAITH HEALTH SERVICES
    1326 S 26TH STREET
    OMAHA,NE68105
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 5,000
    JOSLYN ART MUSEUM
    2200 DODGE STREET
    OMAHA,NE68102
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 172,000
    JUSTICE FOR OUR NEIGHBORS
    2414 E STREET
    OMAHA,NE68107
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 200,000
    KIDS CAN COMMUNITY CENTER
    4860 Q STREET
    OMAHA,NE68117
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 20,000
    LATINO CENTER FO THE MIDLANDS
    4821 S 24TH ST
    OMAHA,NE68107
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 20,000
    LEAGUE OF WOMEN VOTERS
    1730 M STREET NW SUITE 1000
    WASHINGTON,DC20036
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 20,000
    LEGAL AID OF NEBRASKA
    209 S 19TH STREET SUITE 200
    OMAHA,NE68102
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 40,000
    LUCILLE PACKARD FOUNDATION FOR CHILDREN'S HEALTH
    400 HAMILTON AVE 340
    PALO ALTO,CA94301
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 300,000
    MALCOLM X MEMORIAL FOUNDATION
    3448 EVANS STREET
    OMAHA,NE68111
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 60,000
    MENTOR NEBRASKA
    6173 CENTER STREET
    OMAHA,NE68106
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 20,000
    METHODIST HOSPITAL
    8303 DODGE STREET
    OMAHA,NE68114
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 10,000
    METRO YOUNG LATINO PROFESSIONALS ASSOCIATION
    4427 S 21ST STREET
    OMAHA,NE68107
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 500
    METROPOLITAN COMMUNITY COLLEGE FOUNDATION
    5730 N 30TH STREET
    OMAHA,NE68111
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 12,000
    NEBRASKA APPLESEED CENTER FOR LAW IN THE PUBLIC INTEREST
    941 O STREET SUITE 920
    LINCOLN,NE68508
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 242,000
    NEBRASKA CIVIC ENGAGEMENT TABLE
    211 N 14TH STREET
    LINCOLN,NE68508
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 150,000
    NEBRASKA COALITION FOR LIFESAVING CURES
    900 S 74TH PLAZA SUITE 301
    OMAHA,NE68114
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 25,000
    NEBRASKA ENTERPRISE FUND
    330 N OAKLAND AVE
    OAKLAND,NE68045
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 20,000
    NEBRASKA GOLF FOUNDATION
    6618 S 118 ST
    OMAHA,NE68137
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 6,000
    NEBRASKA URBAN INDIAN HEALTH COALITION
    2240 LANDON CT
    OMAHA,NE68102
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 20,000
    NEBRASKA WESLEYAN
    5000 SAINT PAUL AVENUE
    LINCOLN,NE68504
    N/A EDUCATIONAL ORGANIZA GENERAL OPERATING 200,000
    NEBRASKA WRITERS COLLECTIVE
    9712 N 34TH STREET
    OMAHA,NE68112
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 20,000
    NET FOUNDATION FOR TELEVISION
    1800 N 33RD STREET
    LINCOLN,NE68503
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 20,000
    NEW LEADERS COUNCIL
    1200 NEW HAMPSHIRE AVE NW SUITE 575
    WASHINGTON,DC20036
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 8,000
    NEW LIFE FAMILY ALLIANCE
    3610 DODGE STREET
    OMAHA,NE68131
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 5,000
    NO MORE EMPTY POTS
    8511 N 30TH ST
    OMAHA,NE68112
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 150,000
    NONPROFIT ASSOCIATION OF THE MIDLANDS
    11205 WRIGHT CIRCLE SUITE 210
    OMAHA,NE68144
    N/A 501C(3) ORGANIZATION GENEARL OPERATING 40,000
    NOTHING BUT NET FOUNDATION
    3223 NORTH 45TH STREET
    OMAHA,NE68104
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 50,000
    NOTRE DAME HOUSING
    3439 STATE STREET
    OMAHA,NE68112
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 20,000
    OLLIE WEBB CENTER
    1941 S 42ND STREET
    OMAHA,NE68105
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 10,000
    OMAHA COMMUNITY PLAYHOUSE
    6915 CASS STREET
    OMAHA,NE68132
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 10,000
    OMAHA CONSERVATORY OF MUSIC
    3504 S 108TH STREET
    OMAHA,NE68144
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 40,000
    OMAHA GIRLS ROCK
    PO BOX 4247
    OMAHA,NE68104
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 25,000
    OMAHA PERFORMING ARTS
    1200 DOUGLAS STREET
    OMAHA,NE68102
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 10,000
    OMAHA PUBLIC LIBRARY
    215 S 15TH STREET
    OMAHA,NE68102
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 20,000
    OMAHA SYMPHONY ASSOCIATION
    1605 HOWARD STREET
    OMAHA,NE68102
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 200,000
    ONE WORLD COMMUNITY HEALTH CENTERS
    4920 S 30TH ST STE 103
    OMAHA,NE68107
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 200,000
    OPENSKY POLICY INSTITUTE
    1201 O STREET SUITE 10
    LINCOLN,NE68508
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 142,000
    OPERA OMAHA
    1850 FARNAM STREET
    OMANA,NE68102
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 485,000
    PLANNED PARENTHOOD
    4610 DODGE STREET
    OMAHA,NE68132
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 125,000
    PROJECT HARMONY
    11949 Q STREET
    OMAHA,NE68137
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 50,000
    PROJECT HOUSEWORKS
    2316 S 24TH STREET
    OMAHA,NE68108
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 20,000
    PROMISESHIP
    2110 PAPILLION PKWY
    OMAHA,NE68164
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 20,000
    REFUGEE EMPOWERMENT CENTER
    3610 DODGE STREET 100
    OMAHA,NE68131
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 60,000
    REFUGEE WOMEN ORGANIZATION OF NEBRASKA
    2821 MONROE STREET
    OMAHA,NE68107
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 2,000
    SAVING GRACE PERISHABLE FOOD RESCUE
    4611 S 96TH STREET 112
    OMAHA,NE68127
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 10,000
    THE START CENTER
    PO BOX 4838
    OMAHA,NE68104
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 35,000
    TRI-FAITH INITIATIVE OF OMAHA
    PO BOX 31344
    OMAHA,NE68131
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 250,000
    UNION FOR CONTEMPORARY ART
    2417 BURDETTE STREET
    OMAHA,NE68111
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 100,000
    UNIVERSITY OF NEBRASKA FOUNDATION
    2285 S 67TH STREET SUITE 200
    OMAHA,NE68106
    N/A EDUCATIONAL ORGANIZA MUNROE MEYERE INSTITUTE 4,000,000
    UNIVERSITY OF NEBRASKA FOUNDATION
    2285 S 67TH STREET SUITE 200
    OMAHA,NE68106
    N/A EDUCATIONAL ORGANIZA BUFFETT EARLY CHILDHOOD 140,000
    UNIVERSITY OF NEBRASKA FOUNDATION
    2285 S 67TH STREET SUITE 200
    OMAHA,NE68106
    N/A EDUCATIONAL ORGANIZA COMMUNITY CHAIR 250,000
    UNIVERSITY OF NEBRASKA FOUNDATION
    2285 S 67TH STREET SUITE 200
    OMAHA,NE68106
    N/A EDUCATIONAL ORGANIZA SERVICE LEARNING 459,691
    UNIVERSITY OF NEBRASKA OMAHA
    6001 DODGE STREET
    OMAHA,NE68182
    N/A EDUCATIONAL ORGANIZA COLLEGE OF PUBLIC HEALTH 250,000
    URBAN LEAGUE OF NEBRASKA
    3040 LAKE ST
    OMAHA,NE68111
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 205,000
    URBAN LEAGUE OF NEBRASKA
    3040 LAKE ST
    OMAHA,NE68111
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 1,520
    VOICES FOR CHILDREN
    7521 MAIN STREET 103
    RALSTON,NE68127
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 65,000
    WHISPERING ROOTS
    12418 S 79TH AVE
    PAPILLION,NE68046
    N/A 501C(3) ORGANIZATION GENERALL OPERATING 40,000
    WHY ARTS
    1030 S 111TH PLAZA
    OMAHA,NE68154
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 20,000
    WOMEN'S FUND OF GREATER OMAHA
    7602 PACIFIC STREET SUITE 300
    OMAHA,NE68114
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 142,000
    WORLD SPEAKS OMAHA
    PO BOX 938
    BELLEVUE,NE68005
    N/A 501C(3) ORGANIZATION GENERAL OPERATING 5,000
    Total .................................bullet 3a 13,192,711
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 16  
    4 Dividends and interest from securities....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 2,023,794  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 2,023,810 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,023,810
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    WEITZ FAMILY FOUNDATION
     
    Employer identification number

    47-0834133
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    WEITZ FAMILY FOUNDATION
     
    Employer identification number
    47-0834133
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    WALLACE R WEITZ
     
    110 N 92ND STREET
     
    OMAHA, NE68114

    $ 5,000,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    WALLACE R WEITZ
     
    110 N 92ND STREET
     
    OMAHA, NE68114

    $ 10,000,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    WALLACE R WEITZ
     
    110 N 92ND STREET
     
    OMAHA, NE68114

    $ 5,179


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    WEITZ FAMILY FOUNDATION
     
    Employer identification number

    47-0834133
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    344,589.938 SHARES OF PARTNERS VALUE FUND. $ 10,000,000 2018-12-12
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    WEITZ FAMILY FOUNDATION
     
    Employer identification number

    47-0834133
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    WEITZ FAMILY FOUNDATION
    EIN:
    47-0834133
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 5,179 0   5,179

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    WEITZ FAMILY FOUNDATION
    EIN:
    47-0834133
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BERKSHIRE A 962,368 46,674,012

    TY 2018 InvestmentsOtherSchedule2
    Name:
    WEITZ FAMILY FOUNDATION
    EIN:
    47-0834133
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    WEITZ HICKORY FUND AT COST 3,282,128 3,431,028
    PARTNERS III OPPORTUNITY FUND AT COST 25,715,140 35,802,171
    ULTRA SHORT GOVERNMENT AT COST 2,408,314 2,408,430
    CORE PLUS INCOME AT COST 988,463 1,034,142
    PARTNERS VALUE FUND AT COST 2,875,570 5,363,188

    TY 2018 LegalFeesSchedule
    Name:
    WEITZ FAMILY FOUNDATION
    EIN:
    47-0834133
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 279 0   279


    TY 2018 OtherDecreasesSchedule
    Name:
    WEITZ FAMILY FOUNDATION
    EIN:
    47-0834133
    Description Amount
    ADJUSTMENT FOR DISTRIBUTION OF SECURITIES AT FMV 1,862,999


    TY 2018 OtherExpensesSchedule
    Name:
    WEITZ FAMILY FOUNDATION
    EIN:
    47-0834133
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 37 0   37
    OFFICE EXPENSE 4,335 0   4,335
    MARKETING 5,500 0   5,500


    TY 2018 OtherLiabilitiesSchedule
    Name:
    WEITZ FAMILY FOUNDATION
    EIN:
    47-0834133
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYROLL TAXES PAYABLE 5,286 5,782


    TY 2018 TaxesSchedule
    Name:
    WEITZ FAMILY FOUNDATION
    EIN:
    47-0834133
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 28,380 0   0
    PAYROLL TAXES 12,673 0   12,673